{"podcast":{"title":"The 7investing Podcast","slug":"the-7investing-podcast-1227049","podcast_index_feed_id":1227049,"rss_url":"https://anchor.fm/s/1659b6fc/podcast/rss","website_url":"https://7investing.com","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/3649783/3649783-1776286525000-bfcf02cd3eacd.jpg","author":"7investing","episode_count":514,"summary":"Welcome to 7investing.com. Our mission is to empower you to invest in your future. This podcast brings our market-based experts together to discuss our investing process and important news. Once a month, we will also feature interviews with some of the best minds in business and investing. Check out 7investing.com to find more of our free content and premium monthly stock recommendations.","last_synced_at":"2026-06-30T04:17:15.201289+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049"},"episode":{"title":"Bloom Energy & Lumentum: Two Under-the-Radar AI Data Center Stocks to Watch Now | 7Investing Live","slug":"bloom-energy-lumentum-two-under-the-radar-ai-data-center-stocks-to-watch-now-7investing-live","published_at":"2026-04-15T20:53:30+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/bloom-energy-lumentum-two-under-the-radar-ai-data-center-stocks-to-watch-now-7investing-live","show_page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049","url":"https://podcasters.spotify.com/pod/show/7investing/episodes/Bloom-Energy--Lumentum-Two-Under-the-Radar-AI-Data-Center-Stocks-to-Watch-Now--7Investing-Live-e3hver8","audio_url":"https://traffic.megaphone.fm/APO3935662108.mp3","summary":"The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Erickson and Heather Horton deep dive into two 7Investing watchlist additions built for exactly this moment: Bloom Energy (NYSE:BE) and Lumentum (NASDAQ:LITE). Bloom's modular solid oxide fuel cells deliver on-demand power with no combustion emissions, a $22 billion backlog, and a brand new deal with Oracle (NYSE:ORCL) that sent the stock up 23% in a single day — doubling their existing partnership to 2.8 gigawatts of AI data center power production. Then Simon breaks down Lumentum's laser transceiver technology that converts electrical signals into optical signals for faster, more efficient data transfer inside hyperscale data centers. NVIDIA (NASDAQ:NVDA) was so convinced they signed a multi-year strategic alliance AND invested $2 billion directly into the company. With Jensen Huang projecting $4 trillion a year spent on AI data centers by 2030, both of these picks-and-shovels plays could be sitting at major inflection points. Whether you're investing in AI infrastructure stocks, clean energy stocks, or looking for the next under-the-radar growth opportunity beyond Nvidia, this episode covers two compelling watchlist names worth researching today. 🔗 Free 7investing trial: https://7investing.com/subscribe Publicly Traded: Bloom Energy (NYSE:BE) Lumentum (NASDAQ:LITE) NVIDIA (NASDAQ:NVDA) Oracle (NYSE:ORCL) Broadcom (NASDAQ:AVGO) Meta Platforms (NASDAQ:META) Walmart (NYSE:WMT) Bank of America (NYSE:BAC) Applied Optoelectronics (NASDAQ:AAOI) Brookfield Asset Management (NYSE:BAM) Private / Not Publicly Traded: xAI (private — Elon Musk) Amazon / Alexa (referenced, NASDAQ:AMZN) #BloomEnergy #Lumentum #AIDataCenters #AIInfrastructure #EnergyStocks #DataCenterPower #NVIDIA #GrowthInvesting…","meta_description":"The biggest bottleneck in the AI infrastructure boom isn't chips — it's power. Simon Erickson and Heather Horton deep dive into two 7Investing watchlist a…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1270,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/bloom-energy-lumentum-two-under-the-radar-ai-data-center-stocks-to-watch-now-7investing-live/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/bloom-energy-lumentum-two-under-the-radar-ai-data-center-stocks-to-watch-now-7investing-live.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}