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

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The Hidden Stocks Behind Weight Loss Pills, AI Data Centers & the $2 Trillion SpaceX IPO is an episode from The 7investing Podcast by 7investing.

This episode is 00:30:58 long.

This episode was published on Apr 8, 2026.

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