Posts by Simon Erickson
Podcast
7investing’s Semiconductor Roundtable
Feb 7, 2023
How should you invest in semiconductors? 7investing's advisors Simon Erickson and Krzysztof Piekarski and external guests Jose Najarro and Nick Rossolillo share several stock ideas in the chip...
SemiconductorsPodcast
Investing in Cloud Computing with Muji
Jan 30, 2023
Hhhypergrowth founder muji shares several of cloud computing's key investing takeaways with 7investing founder Simon Erickson
Enterprise SoftwareArticle
Seres Therapeutics: A Microbiome Leader With a Huge Upcoming Catalyst
Jan 11, 2023
Seres Therapeutics is a biotech stock for your watch list. 7investing CEO Simon Erickson describes why the pending approval of its flagship drug could be significant for investors.
BiotechnologyPodcast
Long-Term Investing Ideas in a Volatile Market
Dec 8, 2022
Simon recently spoke with a $35 billion global asset manager about how they're navigating the market volatility. The key takeaways are to think long term, tune out the noise, and focus on investing...
Financial ServicesPodcast
Twitter Spaces 11/01/22: What Will Big Tech’s Earnings Mean for…
Nov 8, 2022
Join 7investing Lead Advisors Simon Erickson and Luke Hallard for a recorded Twitter Spaces conversation from November 1st as the two discuss what big tech's earnings will mean for the market.
By Luke Hallard
Article
How Should Intel Navigate the Coming Storms?
Nov 6, 2022
Intel is simultaneously looking to expand its production capacity, find design wins in the data center, and maintain good standing with institutions. What path should take priority, and what will...
SemiconductorsArticle
The “Buy Versus Build” Decision
Oct 23, 2022
The digital world moves quickly. How should companies approach innovation?
Enterprise SoftwarePodcast
Chip Stock Investing with Nick Rossolillo
Oct 13, 2022
7investing CEO Simon Erickson chats with Chip Stock Investor founder Nick Rossolillo about his favorite picks in the semiconductor industry.
SemiconductorsArticle
Simon’s Top Stock for October 2022
Oct 1, 2022
7investing Lead Advisor Simon Erickson’s Top Stock to Buy in October 2022 is a one-of-a-kind company who is on a global mission.
BiotechnologyPodcast
Big Tech’s Obsession With Custom Chips
Sep 29, 2022
7investing lead advisors Anirban Mahanti and Simon Erickson take a closer look at the process that goes into custom chip design and manufacturing.
Consumer ElectronicsPodcast
Predicting Market Downturns with YCharts’ Connor Kitko
Sep 27, 2022
Is it possible to see stock market downturns developing in advance? YCharts' Connor Kitko describes 7 indicators that investors should be aware of.
Financial ServicesPodcast
What’s Up With Upstart?
Sep 22, 2022
Upstart's stock has been all over the map this past year. Now at $25/share, is it an opportunity for investors?
Financial ServicesPodcast
SNAP and the Fragile State of Digital Advertising
Sep 20, 2022
Snapchat's stock has been silenced by the market this year. Is the company an opportunity or a landmine for investors?
AdvertisingPremium Advisor Update
Why Simon Chose His Top Stock for September
Sep 11, 2022
Health Care TechnologyArticle
What’s QuantumScape Worth? Here’s the Investing Bull Case
Sep 6, 2022
This innovative battery maker could be crucial to the future of electric vehicles. But it has to commercialize a product first.
EnergyArticle
Simon’s Top Stock for September 2022
Sep 1, 2022
7investing Lead Advisor Simon Erickson’s Top Stock to Buy in September 2022 has a “razor-and-blades” business model that’s gushing cash flows for its investors.
Health Care TechnologyPodcast
Who’s Winning in Digital Advertising With Brad Freeman
Aug 18, 2022
On today's 7investing podcast, 7investing CEO Simon Erickson chats with Brad Freeman about the winners and losers in digital advertising and two leaders in financial services.
AdvertisingArticle
Investing in Disruption #1: Theory of Resource Dependence
Aug 1, 2022
In Part 1 of Simon's new series on Disruptive Innovation, he explains why CEOs of large companies are less in charge of decisions than they might believe.
EntertainmentPodcast
Unsustainable Yields, DeFi’s Triumph, and Checking In On Jack Dorsey…
Jul 19, 2022
The lead advisors of 7investing and CryptoEQ host a monthly conversation for subscribers to better understand how cryptocurrencies and equities are colliding. In this month's "Collision Course", the...
Financial Services