The Hidden Stocks Behind Weight Loss Pills, AI Data Centers & the $2 Trillion SpaceX IPO

About this episode

Simon Erickson discusses major investing trends including weight loss drugs, AI data centers, and the upcoming SpaceX IPO.

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…

People in this episode

Host: Simon Erickson

Topics covered

• weight loss drugs
• AI data centers
• SpaceX IPO
• investing trends
• growth investing

Keywords

• weight loss pills
• GLP-1
• AI data centers
• SpaceX
• IPO
• investing trends
• Bloom Energy
• quantum computing
• satellite internet

Mentioned in this episode

Organizations: Novo Nordisk, Eli Lilly, Viking Therapeutics, Hims & Hers Health, Broadcom, Lumentum, Bloom Energy, IonQ, SpaceX

Places: 2026

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