Ticker Take Founder. linktr.ee/jonerlichman Inquiries: jonerlichman@viralnationtalent.com
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An update from me…
I started something new on YouTube!
It’s called Ticker Take.
Hope you’ll check it out and subscribe!
piped.video/pVkbFdNtCzc?si=sPuZ…
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Expected free cash flow growth in next 5 years:
Micron: +4,797%
Lumentum: +2,206%
Amazon: +1,817%
SK Hynix: +1,436%
Astera Labs: +1,329%
Broadcom: +1,056%
Palantir: +933%
Arm: +903%
AMD: +825%
Marvell: +719%
Credo: +600%
NVIDIA: +554%
Celestica: +472%
Vistra: +349%
TSMC: +326%
Sterling Infrastructure: +319%
Applied Materials: +278%
Onto Innovation: +254%
GE Vernova: +251%
Lam Research: +215%
Dell: +212%
Vertiv: +207%
Microsoft: +191%
Arista Networks: +190%
Quanta Services: +180%
KLA: +153%
ASML: +138%
Apple: +95%
Tesla: +94%
Meta: +55%
Alphabet: +50%
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Some of these make make @AJInsight list of AI stocks that are on sale. Here’s his full list: piped.video/olKcK-Kshlk?si=w-Ew…
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Stock returns this year:
SanDisk: +621%
Moderna: +580%
Twist Bioscience: +512%
Dell: +330%
Rackspace: +303%
Micron: +276%
Bloom Energy: +241%
Seagate: +229%
Intel: +216%
Marvell: +209%
Nebius: +188%
AMD: +186%
Arm: +174%
Lumentum: +164%
Western Digital: +162%
HPE: +154%
RingCentral: +153%
Fastly: +147%
Semtech: +143%
FormFactor: +143%
Marathon Petroleum: +141%
Valero: +138%
BlackBerry: +136%
Okta: +135%
CrowdStrike: +121%
Fortinet: +120%
Astera Labs: +118%
Cheesecake Factory: +111%
Cracker Barrel: +109%
Teradyne: +108%
Palo Alto Networks: +108%
Illumina: +105%
Hut 8: +104%
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On this day in 2008: SpaceX completed its first successful rocket launch.
It came after 3 straight launch failures.
“A lot of people thought we couldn’t do it,” Elon Musk told employees.
“Fourth time’s the charm.”
Jon Erlichman
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“Here’s to the crazy ones…”
Apple’s “Think Different” commercial first aired on this day in 1997.
Apple was nearly bankrupt at the time.
Jon Erlichman
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$10,000 invested a decade ago:
Nvidia: $1,355,800
AMD: $964,300
Sterling: $684,000
Micron: $601,300
Comfort Systems: $570,300
Arista: $383,200
Celestica: $350,400
Lam: $340,800
Shopify: $324,000
Tesla: $271,200
KLA: $268,500
Viking Therapeutics: $263,400
Quanta: $241,500
Fortinet: $240,200
Seagate: $238,600
Lumentum: $225,100
Broadcom: $206,400
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“Most people never pick up the phone and call. And that’s what sometimes separates people who do things from people who just dream about them.”
~Steve Jobs
Chris Hladczuk
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Estimated 5-year sales growth:
Nebius: +9,673%
IREN: +4,814%
SpaceX: +2,152%
CoreWeave: +1,455%
Cipher: +1,191%
Nvidia: +978%
Palantir: +747%
Micron: +735%
Applied Digital: +721%
Broadcom: +572%
AMD: +531%
SK Hynix: +514%
Arm Holdings: +446%
Rocket Lab: +379%
Oracle: +275%
Reddit: +260%
Snowflake: +239%
Cloudflare: +234%
Taiwan Semi: +211%
Arista Networks: +206%
Shopify: +201%
AppLovin: +190%
Datadog: +173%
Vertiv: +169%
DoorDash: +156%
ServiceNow: +138%
MongoDB: +127%
Tesla: +116%
Eli Lilly: +104%
Robinhood: +102%
(avg analyst revenue estimates)
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5-year increase in valuations:
Nvidia: +$5 trillion
Apple: +$2.5 trillion
Alphabet: +$2.5 trillion
Broadcom: +$1.5 trillion
Microsoft: +$1.5 trillion
Micron: +$1.1 trillion
Amazon: +$1.1 trillion
Meta: +$952 billion
Tesla: +$740 billion
Samsung: +$709 billion
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We asked @AswathDamodaran to grade the market’s trillion dollar companies: piped.video/pXsDQpJ8j0s?si=sehR…
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