Posts by Simon Erickson
Article
Why New Weight-Loss Drugs “Could Change Everything” for Doctors
Nov 27, 2023
New weight-loss drugs like Novo Nordisk's Ozempic and Eli Lilly's Mounjaro are supersizing investment returns. What's driving their popularity?
Health Care TechnologyArticle
When Will Fusion Power Become Commercially Viable?
Nov 24, 2023
Fusion power achieved an important scientific breakthrough last year. Does this bring it one step closer to being a commercially-viable new source of energy?
EnergyArticle
OpenAI’s Meteoric Rise and Fall is a Reminder that Disruption…
Nov 21, 2023
Things are changing quickly at OpenAI; which is becoming par for the course in the software world.
Enterprise SoftwareArticle
Is Seres Therapeutics Preparing To Be Acquired?
Nov 3, 2023
Seres Therapeutics announced great initial sales data but also a company restructuring. Is it preparing for an upcoming acquisition?
BiotechnologyArticle
Why Affirm’s Downgrade is an Opportunity for Long-Term Investors
Oct 25, 2023
A recent Wall Street sell recommendation is far too short-term focused. Longer-term investors should look at these more important metrics instead.
Financial ServicesArticle
How Will the Inflation Reduction Act Influence Investing in Clean…
Oct 24, 2023
Simon shares an excerpt of his notes from the MIT ClimateTech conference about the Inflation Reduction Act.
EnergyArticle
America is Betting Big on Solar Manufacturing. Should You?
Oct 23, 2023
America is moving aggressively to bring solar manufacturing back to its own shores. The future looks bright for investors.
EnergyArticle
ASML’s Weak Bookings Are Spooking Investors. Is This a Buying…
Oct 18, 2023
The Dutch lithography giant reported weak forward bookings. Does the stock's recent selloff represent a buying opportunity?
SemiconductorsArticle
NextEra Energy: A Safe, Dividend-Paying Utility?
Oct 17, 2023
NextEra Energy's stock has struggled in 2023 due to a difficult macroeconomy. Now yielding 3.3%, is it an opportunity for investors?
EnergyArticle
Are Nuclear Small Modular Reactors the Future of Energy?
Oct 16, 2023
Small modular reactors are gaining momentum as a potential new technology for America's energy future. Is NuScale Power an opportunity investors should consider?
EnergyArticle
Who’s Building the Best EV Batteries?
Oct 12, 2023
What are the most intriguing investment opportunities in the battery space?
TransportationArticle
My Top 3 Investing Takeaways from MIT’s ClimateTech Conference
Oct 9, 2023
For the past seven years, I've attended technical conferences hosted by the Massachusetts Institute of Technology. Cambridge is the perfect location for innovation; full of students, grad students...
EnergyPodcast
Silicon Carbide, Quantum Computing, and Investing in Software Stocks with…
Oct 3, 2023
7investing CEO Simon Erickson interview's The Technology Letter's Tiernan Ray about several of the most innovative trends in technology.
Enterprise SoftwareArticle
Rocket Lab’s Moving Upmarket. We’re Upgrading Our Conviction in the…
Sep 15, 2023
Rocket Lab's launches are carrying much larger payloads. That means good things are in store for investors.
Space EconomyArticle
Illumina: New Leadership and a New Strategy. Our Conviction Has…
Sep 14, 2023
Illumina has replaced its CEO, its Chairman, and its strategic priorities. What will this mean for investors?
Health Care TechnologyPodcast
Investing in the Music Industry with MUSQ’s David Schulhof
Aug 15, 2023
7investing CEO Simon Erickson interview's MUSQ's David Schulhof about his pure-play global music industry ETF.
EntertainmentPodcast
What the Global Macro Means for Investors with MacroVisor’s Ayesha…
Aug 10, 2023
7investing CEO Simon Erickson speaks with Ayesha Tariq about the global macroeconomy.
Financial ServicesPodcast
3 Hidden Gems in Biotechnology with Manisha Samy
Jul 26, 2023
7investing CEO Simon Erickson speaks with biotech expert (and former 7investing advisor) Manisha Samy about three of the industry's most intriguing opportunities.
Biotechnology