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  • By Published On: March 12, 2024

    Contest Matchup #3: The Trade Desk vs Palantir

    Two smart companies who are embracing AI to become even smarter. Which will [...]

  • By Published On: February 6, 2024

    How to Invest in Enterprise Software in 2024

    Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta [...]

  • By Published On: January 11, 2024

    ZoomInfo: Time for a Turnaround?

    ZoomInfo Technologies (Nasdaq: ZI) has been fighting uphill against a tough macro this [...]

  • By Published On: December 11, 2023

    Averting the SaaS Data Apocalypse with HYCU Founder & CEO Simon Taylor

    "What we realized is data protection was the last bastion of undisrupted technology." [...]

  • an image of a chessboard, with one king toppling the other
    By Published On: November 21, 2023

    OpenAI’s Meteoric Rise and Fall is a Reminder that Disruption Happens Quickly

    Its been an eventful and an emotional week for everyone at OpenAI. The [...]

  • By Published On: October 3, 2023

    Silicon Carbide, Quantum Computing, and Investing in Software Stocks with Tiernan Ray

    The tech world moves fast, and it requires companies to constantly be innovating [...]

  • By Published On: July 12, 2023

    SoFi vs. MercadoLibe: Summer Stock Challenge on the 7investing Podcast

    7investing CEO Simon Erickson breaks down the bull and bear cases for a [...]

  • By Published On: June 5, 2023

    Investing in Tech in 2023 With Deepwater’s Gene Munster and Doug Clinton

    Investing in the tech industry has been tricky in 2023. On one hand, [...]

  • By Published On: May 10, 2023

    C3 AI Knows How to Deploy AI at Scale. It Might Be a 10X Opportunity for Investors.

    C3.AI's (NYSE: AI) Chief Executive Tom Siebel is a Silicon Valley billionaire. And [...]

  • By Published On: May 5, 2023

    Geoff Hinton Issues a Dire Warning: “AI is an Existential Threat to Humanity”

    Something important happened this week. Something that we shouldn't so easily dismiss. Geoffrey [...]

  • By Published On: April 27, 2023

    Investing in the AI Revolution with GigaOm CTO Howard Holton (Part 2)

    This is Part 2 of our two-part "Investing in the AI Revolution" series [...]

  • By Published On: April 25, 2023

    Investing in the AI Revolution with GigaOm CTO Howard Holton (Part 1)

    The tech world moves fast, and no one wants to get left behind. [...]

  • By Published On: April 18, 2023

    Microsoft Is Late to the AI Party. But At Least It’s Bringing Its Own Chips.

    There was an excellent report from The Information today about how Microsoft is [...]

  • By Published On: January 30, 2023

    Investing in Cloud Computing with Muji

    https://youtu.be/jBaNDS4rCbo Matthew Eash -- better known by his online moniker "muji" -- is [...]

  • By Published On: January 1, 2023

    January 2023 Stock Rec #3

  • 7investing logo and CrowdStrike logo side by side.
    By Published On: January 1, 2023

    CrowdStrike Deep Dive: January 2023