{"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":"The Hidden Stocks Behind Weight Loss Pills, AI Data Centers & the $2 Trillion SpaceX IPO","slug":"the-hidden-stocks-behind-weight-loss-pills-ai-data-centers-the-2-trillion-spacex-ipo","published_at":"2026-04-08T21:46:07+00:00","page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049/the-hidden-stocks-behind-weight-loss-pills-ai-data-centers-the-2-trillion-spacex-ipo","show_page_url":"https://stenobird.com/podcast/the-7investing-podcast-1227049","url":"https://podcasters.spotify.com/pod/show/7investing/episodes/The-Hidden-Stocks-Behind-Weight-Loss-Pills--AI-Data-Centers--the-2-Trillion-SpaceX-IPO-e3hkj7s","audio_url":"https://traffic.megaphone.fm/APO1650248099.mp3","summary":"Simon Erickson is back with three major investing trends that every growth investor needs on their radar in 2026. First up: weight loss drugs are bigger than ever, with oral GLP-1 pills from Novo Nordisk and Eli Lilly now winning broad insurance coverage and slashing out-of-pocket costs — potentially tripling the total addressable market to $190 billion by 2035. Then Simon breaks down the picks-and-shovels plays powering the AI data center buildout — including co-packaged optics, on-demand fuel cell energy, and quantum computing — and makes the case for why Bloom Energy may be his top pick in the space right now.Finally, the episode covers what could be the largest IPO in history: SpaceX is reportedly targeting a $2 trillion valuation and a $75 billion raise as soon as this summer — and the implications for the entire space economy are massive. From orbital data centers to Starlink's satellite internet dominance and the Starship launch vehicle, Simon breaks down what investors need to know before SpaceX goes public. Don't miss it — subscribe and visit 7investing.com for full recommendations and watch list access.Past episodes mentioned:GLP-1 Feud: https://youtu.be/CazBaRRT3HQData Centers in Space: https://youtube.com/live/Qmk84KLaX0Y?feature=shareStocks & Companies MentionedPublicly Traded:Novo Nordisk (NYSE:NVO)Eli Lilly (NYSE:LLY)Viking Therapeutics (NASDAQ:VKTX)Hims & Hers Health (NYSE:HIMS)Broadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)Bloom Energy (NYSE:BE)IonQ (NYSE:IONQ)Rocket Lab (NASDAQ:RKLB)MDA Space (TSX:MDA)Micron Technology (NASDAQ:MU)Zeta Global (NYSE:ZETA)NuScale Power (NYSE:SMR)NVIDIA (NASDAQ:NVDA)Alphabet / Google (NASDAQ:GOOGL)Microsoft (NASDAQ:MSFT)Meta Platforms (NASDAQ:META)Watch List Mentions (7Investing):Vail Resorts (NYSE:MTN)Sphere Enterta…","meta_description":"Simon Erickson is back with three major investing trends that every growth investor needs on their radar in 2026. First up: weight loss drugs are bigger t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1858,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/the-hidden-stocks-behind-weight-loss-pills-ai-data-centers-the-2-trillion-spacex-ipo/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/the-hidden-stocks-behind-weight-loss-pills-ai-data-centers-the-2-trillion-spacex-ipo.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}