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 #PicksAndShovels #StockMarket #AIStocks #CleanEnergy #FuelCells #InvestingIn2026 #UnderTheRadarStocks #7investing #SimonErickson

⚠️ This is not investing advice. Please do your own research before making any investment decisions.

📈 Stocks & Companies Mentioned#️⃣ Hashtags

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 Entertainment (NYSE:SPHR)Ferrari (NYSE:RACE)IonQ (NYSE:IONQ) (also listed above)Private / Pre-IPO:SpaceX (private — IPO expected as soon as summer 2026)xAI (acquired by SpaceX, February 2026)Inflection (newly public quantum computing company — ticker not confirmed in transcript)Anthropic (private)Character.ai (private)Insurance / Healthcare Referenced:BlueCross BlueShield (not publicly traded)UnitedHealthcare / UnitedHealth Group (NYSE:UNH)Aetna / CVS Health (NYSE:CVS)#GLP1Stocks #WeightLossDrugs #OzempicStocks #SpaceXIPO #AIDataCenters #BloomEnergy #QuantumComputing #GrowthInvesting #StockMarket #EnergyStocks #SpaceStocks #Lumentum #Broadcom #NovoNordisk #EliLilly #InvestingIn2026 #TechStocks #PicksAndShovels #7investing #SimonErickson⚠️ This is not investing advice. Please do your own research before making any investment decisions.

In Part 3 of our MIT Tech Review Breakthrough Technologies 2026 series, Simon Erickson goes deep on the three most investable opportunities from the list's two top trends: Hyperscale AI Data Centers and Next Generation Nuclear. This episode features detailed breakdowns of Broadcom (NASDAQ:AVGO), Lumentum (NASDAQ:LITE), and NuScale Power (NYSE:SMR) — covering their business models, revenue growth, competitive advantages, and why they could be among the biggest winners of the AI infrastructure buildout.From Broadcom's $64B revenue empire and custom ASIC chip design powering hyperscale data centers, to Lumentum's explosive 65% revenue growth as NVIDIA's key optical transceiver partner, to NuScale's small modular reactor (SMR) technology and a potential $120–$180B contract with the Tennessee Valley Authority — this episode covers picks-and-shovels investing at its finest.Whether you're focused on AI infrastructure stocks, semiconductor stocks, clean energy stocks, or nuclear power investing, this is a must-watch for long-term growth investors. Subscribe and catch the full three-part series at 7investing.com.📈 Stocks & Companies MentionedBroadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)NuScale Power (NYSE:SMR)NVIDIA (NASDAQ:NVDA)Alphabet / Google (NASDAQ:GOOGL) (TPU partnership with Broadcom)Anthropic (private — $21B TPU order referenced)Advanced Micro Devices / AMD (NASDAQ:AMD)Tennessee Valley Authority (government utility, not publicly traded)Georgia Power / Southern Company (NYSE:SO) (Vogtle nuclear plant reference)#AIStocks #NuclearEnergy #SmallModularReactors #HyperscaleDataCenters #Broadcom #Lumentum #NuScalePower #SemiconductorStocks #GrowthInvesting #AIInfrastructure #StockMarket #EnergyStocks #PicksAndShovels #MITTechReview #InvestingIn2026 #LongTermInvesting #7investing #SimonErickson⚠️ This is not investing advice. Please do your own research before making any investment decisions.