The 7investing Podcast

Simon Erickson adds two new companies to 7investing’s October 2026 watch list, both tackling one of the biggest bottlenecks in AI infrastructure: data center efficiency. DigitalOcean (NYSE: DOCN) is building an “AI-native cloud” that lets enterprises route requests across multiple AI models, with its inference engine revenue up 800% in the past year. Honeywell Technologies (NASDAQ: HON), the newly spun-off automation division of the former industrial conglomerate, is tackling efficiency at the equipment layer with power storage, clean energy integration, and real-time monitoring systems for data center operators.Simon and Heather Horton break down the growth rates, margins, and risks for both companies, including DigitalOcean’s unusual lack of founder involvement and Honeywell’s decade-long underperformance versus the S&P 500, plus a surprising connection between Honeywell and quantum computing company Quantinuum.🔗 Free 7investing trial: https://7investing.com/subscribeThis is 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET, covering watch list additions, Best Buys, and stock analysis.Stocks MentionedPublicly Traded:DigitalOcean, Inc. (NYSE:DOCN) Honeywell Technologies (NASDAQ:HON)NVIDIA Corporation (NASDAQ:NVDA)Amazon.com, Inc. (NASDAQ:AMZN) Alphabet Inc. (NASDAQ:GOOGL) Microsoft Corporation (NASDAQ:MSFT) Nutanix, Inc. (NASDAQ:NTNX) Bloom Energy Corporation (NYSE:BE) Oklo Inc. (NYSE:OKLO)Quantinuum (NASDAQ: QNT)Private/Not Publicly Traded:OpenAI AnthropicChaptersTime Chapter0:00 Welcome to 7investing Live0:55 October Watch List: 2 New Additions1:51 DigitalOcean (DOCN): AI-Native Cloud Explained3:42 DigitalOcean’s 800% Inference Revenue Growth5:32 DigitalOcean’s Customer Integration Flywheel7:26 Risk Watch: DigitalOcean’s Missing Founders9:41 Q&A: Is DigitalOcean Model-Agnostic?10:01 DigitalOcean vs. Nutanix: A Familiar Playbook11:31 Honeywell Technologies (HON): Post-Split Overview13:01 Why Honeywell Split Into 3 Companies13:53 Honeywell’s Role in Data Center Efficiency15:41 Honeywell’s Growth, Dividend & Free Cash Flow18:32 Honeywell’s Hidden Quantum Computing Stake19:23 Q&A: What Are Honeywell’s Biggest Risks?20:49 5-Year Performance: DigitalOcean vs. Honeywell#7investing #SimonErickson #DigitalOcean #DOCNStock #Honeywell #HONStock #AIInfrastructure #DataCenters #WatchList #StockMarket

Veeva Systems (NYSE: VEEV) was a 7investing Best Buy three months in a row back in the summer of 2026, and the stock is up more than 77% since. Simon Erickson breaks down what made Veeva a buying opportunity when it fell 40% on news of its migration away from the Salesforce (NYSE: CRM) infrastructure it had relied on since 2007, including the valuation math (17x enterprise value to free cash flow), the customer retention data, and the $472 million in share buybacks that followed.Simon also explains why Veeva’s life sciences software platform has such strong staying power with big pharma customers like Pfizer (NYSE: PFE), Novartis (NYSE: NVS), and AstraZeneca (NASDAQ: AZN), and previews 7investing’s October 2026 Best Buys, announced the same day as this show.🔗 Free 7investing trial: https://7investing.com/subscribeThis is 7investing Live, streaming every Monday, Wednesday, and Friday at 10 AM ET, covering Best Buy breakdowns, stock recommendations, and long-term investing strategy.Stocks MentionedPublicly Traded:Veeva Systems, Inc. (NYSE:VEEV)Salesforce, Inc. (NYSE:CRM) AstraZeneca PLC (NASDAQ:AZN) Novartis AG (NYSE:NVS) Pfizer Inc. (NYSE:PFE) Bristol Myers Squibb Company (NYSE:BMY)ChaptersTime Chapter0:00 Welcome to 7investing Live1:41 Heather’s Excitement for Best Buys Day1:56 Veeva Systems’ Origin Story & Salesforce Partnership4:19 The Salesforce-Veeva “Schism” & Migration Announcement6:45 Veeva’s Valuation When It Became a Best Buy9:09 Veeva’s Strong 2026 Growth & Share Buybacks11:33 Why the Stock Dip Was a Short-Term Hiccup13:39 Q&A: Where Did Veeva’s Lost Customers Go?16:03 Peter Gassner’s Long-Term Vision as CEO18:15 Q&A: Can Veeva Attract New Customers?20:41 Wrap-Up & Best Buys Reveal Preview21:42 Next Show Preview: Lululemon Turnaround#7investing #SimonErickson #VeevaSystems #VEEVStock #BestBuy #StockMarket #SaaSStocks #LifeSciences #SalesforceStock #InvestingTips

Is Lululemon stock (Nasdaq:LULU) a turnaround opportunity or a falling knife? Simon Erickson and Heather Horton break down the athleisure brand’s comeback plan, from its recurring see-through leggings problem to a sweeping leadership overhaul under new CEO Heidi O’Neill.We cover founder Chip Wilson’s activist push for a product-first strategy, the new board members and executives joining from ESPN, On Holding, Athleta, and Walmart Canada, and Lululemon’s Q2 fiscal 2026 earnings. Revenue and comparable sales are falling, but gross margins, share buybacks, and a $1.4 billion cash position tell a more nuanced story.With nearly every Wall Street analyst calling it a hold or sell and the stock trading at a fraction of its former valuation, Simon explains why Lululemon earned a spot on 7investing’s October Strong Buy list, and why this high-risk turnaround could have major upside if it works.🔗 Free 7investing trial: https://7investing.com/subscribeCompanies mentioned:Lululemon Athletica (Nasdaq:LULU)Nike (NYSE:NKE)Gap Inc. (NYSE:GAP), parent of Athleta and Old NavyOn Holding (NYSE:ONON)Walmart (Nasdaq:WMT)Costco Wholesale (Nasdaq:COST)Rocket Lab (Nasdaq:RKLB)The Walt Disney Company (NYSE:DIS), parent of ESPNChapters0:00 Lululemon’s turnaround story1:16 Heather’s take on the brand and valuation2:09 Chip Wilson’s activist push3:07 The 2013 see-through pants controversy4:58 The sheer leggings problem returns in 20267:02 Why see-through leggings are inexcusable8:30 Competition and margin wiggle room9:26 Leadership shakeup: Heidi O’Neill takes over11:21 New board members from ESPN and On11:50 New president and COO from Athleta and Walmart14:16 Q2 fiscal 2026 results16:10 Silver linings: margins, buybacks, and cash19:06 Valuation: what Wall Street analysts think24:51 Why Lululemon is a 7investing Strong Buy27:58 Is Chip Wilson a liability?29:33 Women in the C-suite and long-term thinking30:55 Wrap-up and next week: Rocket Lab#7investing #SimonErickson #Lululemon #LULU #StockMarket #Investing #TurnaroundStocks #StocksToBuy

Broadcom (NASDAQ: AVGO) has been 7investing's #1 ranked Best Buy for three months running, and Simon Erickson breaks down exactly why. Learn how Broadcom is positioned to capture more than $100 billion a year in AI product revenue as hyperscalers spend $40-60 billion per gigawatt building out AI data centers, why the company's custom AI chips (XPUs) for Google's TPUs are just the beginning, and how a 25-year history of disciplined acquisitions — from Brocade to VMware — has built one of the most dominant semiconductor and infrastructure software companies in the world.Simon also covers Broadcom's explosive 2026 quarterly growth (93% year-over-year revenue guidance for Q4), its rising dividend, why the stock has been selling off despite the strong fundamentals, and how 7investing's Best Buy process works.🔗 Free 7investing trial: https://7investing.com/subscribe🔗 See all 5 of our Sept 2026 Best Buys: 7investing.com/advisor_update/7investings-best-buys-september-2026/Stocks MentionedPublicly Traded:Broadcom Inc. (NASDAQ:AVGO) Alphabet Inc. (NASDAQ:GOOGL) NVIDIA Corporation (NASDAQ:NVDA)Marvell Technology, Inc. (NASDAQ:MRVL)Meta Platforms, Inc. (NASDAQ:META) Qualcomm Incorporated (NASDAQ:QCOM) Taiwan Semiconductor Manufacturing Company (NYSE:TSM) Agilent Technologies, Inc. (NYSE:A) Hewlett Packard Enterprise (NYSE:HPE) Acquired by Broadcom (no longer separately traded):Brocade Communications Systems (2017 acquisition)CA Technologies (2018 acquisition)Symantec (enterprise security segment, 2019 acquisition)VMware, Inc. (2023 acquisition)Private/Not Publicly Traded:OpenAIAnthropicChapters0:00 Welcome to 7investing Live: Broadcom Deep Dive0:50 Why Broadcom Is Our #1 Best Buy1:55 Quiz: The Cost to Build an AI Data Center3:58 Broadcom's Role in the AI Data Center Boom4:55 Broadcom's History of Acquisitions6:52 Lessons from Failed Acquisitions: HP and Autonomy7:56 Why Broadcom's Ticker Is AVGO, Not BRCM8:22 CEO Hock Tan's Deal-Making Strategy8:48 Custom AI Chips (XPUs) Explained9:16 Broadcom's Google TPU Partnership10:14 The $300B AI Data Center Opportunity11:42 Broadcom's Explosive Quarterly Growth in 202614:58 Why Is Broadcom Stock Selling Off?15:56 Broadcom's Growing Dividend17:49 How 7investing Picks Its Best Buys21:39 Inside 7investing's Best Buy Selection Process23:15 7investing's Track Record: 104% Return vs. S&P 50025:30 Wrap-Up & What's Coming This Friday#7investing #SimonErickson #Broadcom #AVGOStock #AIChips #SemiconductorStocks #StockMarket #AIInvesting #BestBuy #DataCenters

Simon Erickson and Heather Horton welcome back Steve Symington, managing director of New Columbia Capital and a former 7investing advisor, to revisit Tesla (NASDAQ:TSLA) nearly seven years after Steve first called it an undervalued stock when its market cap was around $40 billion. The conversation also touches on SpaceX's record breaking IPO earlier this year and persistent rumors about a potential SpaceX acquisition of Tesla, which Steve puts at roughly a 5% chance.Steve and Simon land on a hold or weak buy for Tesla today, while Heather explains why she sold her Tesla shares in 2019 and has stayed on the sidelines since. Stock analysis and valuation breakdown for anyone researching Tesla stock, TSLA stock forecast, Elon Musk stocks, or whether Tesla is still a good stock to buy in 2026.🔗 Free 7investing trial: https://7investing.com/subscribeChapters0:00 Welcome to 7investing Live0:45 Introducing Guest Steve Symington0:48 Today's Topic: Revisiting Tesla2:17 Steve's 2019 Call: Tesla as a Value Stock4:15 What Wasn't Being Priced In Back Then6:11 Tesla's Hidden Premium in Tough Industries7:17 Tesla's Q2 2026 Numbers: Deliveries and Margins9:42 Market Share Holding Up as EV Sales Slow11:19 Legacy Business as a Cash Flow Engine11:46 Cybercab and the Robotaxi Network Rollout14:42 Why Tesla's Stock Price Runs on Narrative15:03 Revisiting the 2024 Tesla DCF Valuation Model19:32 Is Tesla Still a Buy? Steve's Verdict20:39 Could SpaceX Acquire Tesla?21:35 Heather's Take: Why She Sold in 201922:59 Looking Back at the 2019 Bankruptcy Fears24:50 Simon's Verdict: Hold, Maybe a Weak Buy25:43 Final Thoughts from Steve and Heather27:25 7investing's Official Conviction Rating on TeslaStocks MentionedTesla, Inc. (NASDAQ:TSLA) — primary focus of the episodeSpaceX (NASDAQ:SPCX) — mentioned re: its 2026 IPO and rumored Tesla acquisition interest#7investing #SimonErickson #Tesla #TSLA #ElonMusk #SpaceX #Robotaxi #Optimus #StockAnalysis