The 7investing Podcast

7investing
  • 4.1 (88)
  • Investing
  • Updated Weekly

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.

  1. 4h ago

    Is Salesforce (NYSE:CRM) Stock a Buy Under $200? AI Agents, Buybacks & Q1 2027 Results

    Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Salesforce (NYSE:CRM) just reported $11 billion in Q1 fiscal 2027 revenue, and the stock is still trading at less than 13x free cash flow, a valuation that Salesforce itself apparently finds too cheap. The company borrowed $25 billion in a single quarter to execute an accelerated share repurchase, reducing its diluted share count by 10% in 90 days as part of a $50 billion buyback authorization. Simon Erickson breaks down why this is one of the most aggressive and under-appreciated capital return stories in enterprise software right now.Beyond the buyback, the real growth engine is Agentforce, Salesforce's AI agentic platform, which is tripling year over year and now generating $3.4 billion in annual recurring revenue combined with its Data 360 customer record platform. With 1.6 billion agentic work unit interactions already logged and a $67 billion remaining performance obligation backlog, Salesforce is positioning itself as the largest and most embedded AI enterprise software platform in the world, one that has spent two decades accumulating the customer data that AI agents actually need to work properly.Simon argues Salesforce has successfully navigated the transition that's destroyed many SaaS peers: moving from per-seat licensing to usage-based AI credits, internalizing AI to reallocate 4,000 customer service jobs into revenue-generating roles, and growing its AI revenue at 200% year over year. With a long-term target of $63 billion in fiscal 2030 revenue (already raised from $60B), a growing dividend, and a management team putting real capital behind the buyback, this is a very different company than the hyper-growth Salesforce of a decade ago, and possibly a more reliable one for long-term investors.0:00 - Introduction and Overview of Salesforce's business1:13 - Review of Q1 2027 results4:36 - A closer look at the Agentforce AI platform6:48 - Why Salesforce is an "Underappreciated Winner in the AI Software World"7:55 - Investor Day Commitments for Fiscal 20309:48 - Why Salesforce's Accelerated Repurchase Plan is important11:06 - Review of Salesforce as an investment opportunity12:20 - Q&A and audience questionsStocks MentionedSalesforce (NYSE:CRM)Palantir Technologies (NASDAQ:PLTR)Oracle (NYSE:ORCL)Informatica (NYSE:INFA) — acquired by Salesforce#Salesforce #CRM #AIAgents #EnterpriseAI #SaaSStocks #TechStocks #ShareBuyback #StockAnalysis #Q1Earnings #GrowthStocks #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

    22 min

  2. 4h ago

    CrowdStrike (NASDAQ:CRWD) vs Zscaler (NASDAQ:ZS): Which Cybersecurity Stock Is the Better Buy?

    Both CrowdStrike (NASDAQ:CRWD) and Zscaler (NASDAQ:ZS) just reported strong results, 24% ARR growth and a 34% free cash flow margin for CrowdStrike, and 25% revenue growth with 600%+ year-over-year flexible booking growth for Zscaler. But the stocks couldn't be more different: CrowdStrike is up 56% over the last 12 months trading at 128x free cash flow, while Zscaler is down 54% and now trading at just 24x free cash flow. Simon Erickson breaks down what's actually driving the divergence and which one he'd buy today.The key story in both earnings reports is Falcon Flex and Z Flex, flexible subscription platforms that let enterprise customers bundle modules and swap product lines without being locked into rigid contracts. CrowdStrike's Falcon Flex is now $2 billion of its $5.5 billion ARR, up 99% year over year, with 26% of customers proactively renewing early. Zscaler's Z Flex bookings jumped from $65 million to $480 million in a single year. This flexibility is becoming the dominant go-to-market model in cybersecurity, and both companies are executing it well.So why is Zscaler so cheap? Conservative 2027 guidance of 15-16% growth, partly because of its Red Canary acquisition for AI agent security, spooked the market. But Simon argues this is classic Zscaler sandbagging: the company consistently beats conservative guidance, Red Canary is already exceeding internal expectations (guidance raised from $130M to $137M ARR), and at 7x sales and 24x free cash flow, the valuation gap versus CrowdStrike is hard to justify. His verdict: if he's buying one today, it's Zscaler.Stocks Mentioned:CrowdStrike (NASDAQ:CRWD)Zscaler (NASDAQ:ZS)SentinelOne (NYSE:S)ASML Holding (NASDAQ:ASML)Alphabet / Google (NASDAQ:GOOGL)#CrowdStrike #Zscaler #Cybersecurity #CybersecurityStocks #AIStocks #GrowthStocks #TechStocks #StockAnalysis #BuyTheDip #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

    26 min

  3. May 29

    Rocket Lab (NASDAQ:RKLB) DCF Valuation 2026: What Is the Stock Actually Worth? | Deep Dive Pt. 2

    Rocket Lab (NASDAQ:RKLB) has been a 20-bagger on the 7investing scorecard, but at $150/share today, is it still a buy? 7investing founder Simon Erickson walks through the 11th iteration of his full discounted cash flow model, projecting Rocket Lab's revenues across three divisions: Electron launches, the upcoming Neutron rocket, and Space Systems manufacturing, all the way out to 2041. The bottom line: using a 10.3% weighted average cost of capital and conservative assumptions, Simon arrives at an intrinsic value of $45.12 per share, up significantly from $27 in last year's model, but still well below today's market price.The bull case for the long-term thesis remains intact. Electron is on pace for 30 launches in 2026, scaling toward 50 annually by 2030. Neutron, expected to launch by year-end at ~$55 million per launch versus Electron's $9 million, represents the single biggest margin step-change in the company's history. And Rocket Lab's total backlog has already jumped from $1.8 billion at year-end 2025 to $2.2 billion in just one quarter, with Simon projecting it reaches $4.3 billion by end of 2026 as Golden Dome, Space Force NSSL, and Space Development Agency contracts come into focus. Space Systems revenue is modeled to grow from $400 million today to $1.6 billion in 2027 and $11 billion by 2041.Simon is clear: the market is pricing in a lot more optimism than his model justifies, and at $150/share he's not adding. His personal buy target is closer to $40–$50. But he's holding every share — because when Neutron succeeds and the acquisition strategy compounds, the upside case is genuinely enormous. This is the most detailed public look at Rocket Lab's valuation you'll find anywhere.Stocks Mentioned:Rocket Lab (NASDAQ:RKLB)Varda Space Industries — privateGlobalstar (NASDAQ:GSAT)Blue Origin — private (owned by Jeff Bezos)SpaceX — private (owned by Elon Musk)#RocketLab #RKLB #SpaceStocks #GrowthStocks #DCFValuation #StockAnalysis #NeutronRocket #SpaceInvesting #DefenseStocks #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

    49 min

  4. May 20

    Rocket Lab Stock Deep Dive: $200M Revenue, $2.2B Backlog & Is RKLB Still a Buy at $121?

    Simon Erickson digs into Rocket Lab's (NASDAQ:RKLB) Q1 2026 earnings with a record revenues of $200 million (up 63% year-over-year), $2.2 billion contractual backlog, record gross margins, and an undisclosed customer signing on for five Neutron rocket launches through 2029. 7investing first recommended Rocket Lab at $10 in August 2021, added again at $4 in early 2024 when Simon published a public valuation of $22/share — and the stock now trades at $121. That's a 30x return in two years.But the big question now: is Rocket Lab still a buy at current prices? Simon breaks down his ninth iteration discounted cash flow model, explains why 75% of Rocket Lab's backlog is in the Space Systems manufacturing division (not launches), and why he expects Space Systems to eventually represent 70-90% of total company revenues. He also covers the Neutron rocket timeline (now expected late 2026), the HASTE hypersonic program, Golden Dome defense contracts, and the new European expansion through the Mynaric acquisition.This is Part 1 of a multi-part series — Part 2 will feature a full updated DCF valuation model with Simon's new price target. Plus, Simon will be presenting at the MoneyShow Masters Symposium in Dallas. Subscribe so you don't miss the next episode. 🔗 Free 7investing trial: https://7investing.com/subscribeStocks & Companies MentionedPublicly Traded:Rocket Lab (NASDAQ:RKLB)Planet Labs (NYSE:PL)Mynaric (NASDAQ:MYNA) (European acquisition referenced)Private / Not Publicly Traded:SpaceX (private — Elon Musk, referenced as competitor)Blue Origin (private — Jeff Bezos, referenced as competitor)Government Programs ReferencedU.S. Department of Defense / Space Force (Golden Dome program)#RocketLab #RKLB #SpaceStocks #SpaceEconomy #NeutronRocket #GoldenDome #SpaceSystems #GrowthInvesting #StockMarket #Earnings #RecordRevenue #LongTermInvesting #DefenseStocks #InvestingIn2026 #StockValuation #7investing #SimonErickson

    24 min

  5. May 12

    Is Trade Desk Stock a Buy After a 67% Crash? TTD Deep Dive: Growth, Competition & Valuation

    The Trade Desk (NASDAQ:TTD) is down 67% over the last 12 months — one of the biggest falls from grace for a stock that was once a Wall Street darling. Simon Erickson digs deep into Q1 2025 earnings, the slowing revenue growth (from 25% to just 12% year-over-year), and the second quarter guidance of only 8% top-line growth. Is this a temporary macro headwind — or is something more structural breaking down inside the programmatic advertising industry?Simon breaks down the key competitive threat: Amazon (NASDAQ:AMZN) has entered The Trade Desk's backyard with its own demand-side platform, undercutting TTD's ~20% take rate with pricing closer to 10-12%. Plus, major customers like Walmart (NYSE:WMT) and Netflix (NASDAQ:NFLX) are now diversifying away from exclusive Trade Desk relationships. But here's the bull case — The Trade Desk is still the only fully independent, open-internet DSP in a $1 trillion global advertising market, and CEO Jeff Green is launching agentic AI campaigns and Open Path to dramatically reduce the inefficiency that costs advertisers 45 cents of every ad dollar today.Simon's discounted cash flow analysis suggests TTD shares — currently trading around $21-22 — could be worth $40 or more by end of 2027 if ad budgets recover and growth resumes to 15-17% by end of decade. Plus, a preview of Wednesday's show: Rocket Lab (NASDAQ:RKLB), which 7Investing recommended at $4 and has since climbed to $100 a share. 🔗 Free 7investing trial: https://7investing.com/subscribeStocks & Companies MentionedPublicly TradedThe Trade Desk (NASDAQ:TTD)Amazon (NASDAQ:AMZN)Alphabet / Google (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)Walmart (NYSE:WMT)Netflix (NASDAQ:NFLX)Rocket Lab (NASDAQ:RKLB)Salesforce (NYSE:CRM)Private / Not Publicly Traded:OpenAI (private — referenced as potential acquirer)Washington Post (private — referenced as Open Path partner)#TradeDesk #TTD #ProgrammaticAdvertising #AdTech #StockMarket #GrowthInvesting #AmazonDSP #ConnectedTV #AIAdvertising #StockAnalysis #BeatTheDip #UndervaluedStocks #RocketLab #InvestingIn2026 #LongTermInvesting #7investing #SimonErickson

    25 min

  6. May 8

    Is Duolingo (NASDAQ:DUOL) Stock a Buy After a 77% Drop? | Q1 2026 Earnings Deep Dive

    Duolingo (NASDAQ:DUOL) is down 77% over the last year while the S&P 500 is up 32% but 7investing founder Simon Erickson is defending the owl. In this deep dive into Duolingo's Q1 2026 earnings, Simon breaks down why the bearish narrative around slowing top-line growth and AI competition from OpenAI and Google (NASDAQ:GOOGL) may be missing the bigger picture: Duolingo is one of the most capital-efficient software businesses in the market, with a 37% return on invested capital, a cash ROIC of 99.4%, 50%+ free cash flow margins, and zero long-term debt.Simon also covers the optionality that most analysts are overlooking — Duolingo's math app, music lessons, chess, and the internationally recognized Duolingo English Test — and explains why CEO Luis Von Ahn's methodical, profitability-first approach makes this a compelling long-term hold even as short-term sentiment stays negative.Stocks Mentioned:Duolingo (NASDAQ:DUOL)Alphabet / Google (NASDAQ:GOOGL)OpenAI — private#Duolingo #DUOL #GrowthStocks #TechStocks #StockAnalysis #BuyTheDip #EarningsReport #AIStocks #SoftwareStocks #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

    24 min

  7. May 8

    NuScale Power Deep Dive | Why We Are Recommending (SMR) Again | 7investing Live 04/30/26

    7investing founder Simon Erickson explains why his firm just re-added NuScale Power (NYSE:SMR) to its scorecard — a stock they originally recommended in 2022, sold in December 2023, and are now buying back at $12/share. The thesis centers on a seismic shift in energy demand: AI data centers are now consuming power at gigawatt scale, and the list of viable baseload solutions is extremely short. With natural gas, solid oxide fuel cells from Bloom Energy (NYSE:BE), and small modular reactors as essentially the only technologies capable of delivering 5+ gigawatts of emissions-free on-demand power, NuScale's position as the sole NRC-certified SMR design in the United States has become dramatically more valuable than it was when Simon first recommended it.The key new catalyst is a $400 million Department of Energy grant awarded to the Tennessee Valley Authority, which then partnered with the Intra-1 utility to target up to 6 gigawatts of nuclear power deployment — with NuScale as the strategic technology partner. Simon walks through why this partnership alone could represent a $50 billion+ capital project and potentially a 20-bagger from current prices, while also detailing the very real risks: cost overruns (the original Utah project collapsed when SMR power costs jumped from $58 to $89 per megawatt hour), regulatory uncertainty, long timelines of 5–10 years to operational status, and the financial pressure on a company generating only $31 million in annual revenue.Simon also reviews the prior energy companies on 7investing's watch list — including Schneider Electric (EPA:SU) for power systems infrastructure and Bloom Energy (NYSE:BE), which has surged 125%+ since being highlighted in March 2026 — and explains why SMRs specifically fit a demand need that solar, wind, and even fuel cells can't fully address at scale.Stocks Mentioned:NuScale Power (NYSE:SMR)Bloom Energy (NYSE:BE)Schneider Electric (EPA:SU)Oracle (NYSE:ORCL)Meta Platforms (NASDAQ:META)Constellation Energy (NASDAQ:CEG)Southern Company / Georgia Power (NYSE:SO)#NuScalePower #SMR #SmallModularReactors #NuclearEnergy #NuclearStocks #EnergyStocks #AIDataCenters #BloomEnergy #GrowthStocks #StocksToWatch #CleanEnergy #StockAnalysis #7investing #Simonerickson

    30 min

  8. Apr 21

    Is The Trade Desk (TTD) Stock a Buy After a 70% Drop? | Deep Dive 2026

    The Trade Desk (NASDAQ:TTD) has lost nearly 70% of its value since its 2024 highs but does that make it a buying opportunity or a value trap? In this deep dive, 7investing founder Simon Erickson breaks down the full story: how TTD built a 3,800% return from its IPO to 2024 by revolutionizing programmatic advertising, and exactly what went wrong in 2025, from tariff-driven ad budget cuts to new competitive pressure from Amazon (NASDAQ:AMZN) undercutting Trade Desk's pricing at roughly half the take rate, to Publicis Groupe (EPA:PUB) auditing whether they've been overcharged for years. But the bull case is very much alive. Jeff Green who built the world's first demand-side ad platform and has consistently out-innovated competitors for two decades is responding with OpenPath, a direct-connect solution that could bypass the entire inefficient real-time bidding infrastructure and deliver more ad dollars directly to publishers. With the global digital advertising market now topping $1 trillion, and 28% of that on the open internet where TTD operates, the stakes couldn't be higher. Simon also shares why he still holds Trade Desk as an official 7investing recommendation, covers the competitive dynamics with platforms like Amazon DSP, and explains why the Publicis audit is the key near-term variable every TTD investor should be watching closely right now. Stocks Mentioned: The Trade Desk (NASDAQ:TTD)Amazon (NASDAQ:AMZN)Microsoft (NASDAQ:MSFT)Netflix (NASDAQ:NFLX)Walmart (NYSE:WMT)Walt Disney Company (NYSE:DIS)Publicis Groupe (EPA:PUB)Alphabet / Google (NASDAQ:GOOGL)Meta Platforms (NASDAQ:META)NVIDIA (NASDAQ:NVDA)Coupang (NYSE:CPNG)#TradeDesk #TTD #ProgrammaticAdvertising #AdTech #GrowthStocks #StockAnalysis #DigitalAdvertising #BuyTheDip #StocksToWatch #InvestingIn2026 #7investing #Simonerickson

    27 min
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About

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.

Information

  • Creator
    7investing
  • Years Active
    2020 - 2026
  • Episodes
    508
  • Rating
    Clean
  • Copyright
    © 7investing
  • Show Website
    The 7investing Podcast

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