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Industry: Semiconductors


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?


Who’s Winning the World’s “Chip War”? The Answer is Complicated.

May 17, 2023

The semiconductor Chip War is one of the world's most political and complex chess matches. Here's how things are playing out...and what it will mean for investors.


3 Key Takeaways from MIT’s 2023 Future Compute Conference

May 8, 2023

7investing CEO Simon Erickson shares his Top 3 takeaways from the 2023 MIT Future Compute conference.

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My Complete Notes from MIT’s Future Compute 2023

May 7, 2023


What Investors Need to Know About Quantum Computing

May 5, 2023

7investing CEO Simon Erickson recently toured MIT's legendary quantum computing labs. Here are his important takeaways for investors.


Market Madness Round 2: Upstart vs NVIDIA

Mar 21, 2023

In this second-round matchup, the consumer-lending platform goes head-to-head against the AI chipmaker.


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...


Taiwan Semi’s Race to Stay a Step Ahead

Jul 3, 2022

Semiconductor manufacturing is getting intensely competitive. Is Taiwan Semi still in the driver's seat?


Simon’s Top Stock for June 2022

Jun 1, 2022

7investing Lead Advisor Simon Erickson’s top stock to buy in June 2022 has “some of the strongest competitive advantages he’s ever seen” in a publicly-traded company.

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How to Invest in Quantum Computing

Jan 10, 2022

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The Biggest Winners (and Losers) from the Semiconductor Supply Shortage

Dec 16, 2021


“Chipping Away” at Inflation

Oct 22, 2021

Simon believes a vital player in the semiconductor industry could be an opportunity for investors looking for stability.


Can Intel Make a Comeback In the Battle With AMD…

Aug 13, 2021

Artificial intelligence has been a growing field and one company might be left behind


Who’s Winning The Race for AI?

Aug 6, 2021

The world's largest chipmakers are all battling to win the AI computing prize. Who's taking home the gold medal?


Simon’s Top Stock for June 2021

Jun 1, 2021

7investing Lead Advisor Simon Erickson’s Top Stock for June 2021 is a dominant market leader in an industry undergoing a technological renaissance.

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Is Quantum Computing About to Disrupt Everything?

Apr 15, 2021


Intel Doubles Down on American-Made Manufacturing

Mar 23, 2021

America's largest chipmaker lays out a bold new strategic plan.


Simon’s Top Stock for March 2021

Mar 1, 2021

Simon's Top Stock for March 2021 is leading a computing renaissance, providing the high-performance chips that are enabling the world’s most demanding AI applications.

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My Notes from MIT’s FutureCompute Conference

Feb 15, 2021


Semiconductor M&A: Boring, Awesome, or Both?

Jan 22, 2021

Simon describes what recent M&A in the semiconductor industry will mean for investors.

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Is Artificial Intelligence Creating a Semiconductor Renaissance?

Nov 15, 2020


Steve’s July Outlook: “My Greatest Selling Mistake”

Jul 13, 2020

Steve describes how NVIDIA was his greatest selling mistake.