Jon Erlichman

An update from me… I started something new on YouTube! It’s called Ticker Take. Hope you’ll check it out and subscribe! youtu.be/pVkbFdNtCzc?si…

40 years ago.                                Today.

Doing 2 vids today with @JonErlichman … we were scheduled to chat about AI but he wants to know what the heck is going on with $OPEN Watch his YouTube channel later this week when they post

On this day in 1969: first moon landing.

Expected revenue growth in next 5 years: Palantir: +300% Nvidia: +180% Shopify: +156% Broadcom: +139% Tesla: +104% Spotify: +94% Microsoft: +93% Uber: +84% Meta: +81% Netflix: +72% Amazon: +58% Salesforce: +58% Alphabet: +42% Apple: +28% (Avg analyst estimates via Bloomberg)

Clay Christensen on how Wall Street undervalues disruptive companies.

Valuations - July 2025: Tesla: $1.1 trillion GM: $51 billion Ford: $44 billion Valuations – July 2015: Ford: $60 billion GM: $50 billion Tesla: $35 billion

Total value of crypto market: July 2025: $4 trillion July 2024: $2.5 trillion July 2023: $1.2 trillion July 2022: $1 trillion July 2021: $1.5 trillion July 2020: $275 billion Source: Bloomberg

Value of $5,000 invested in Netflix: 5 years ago: $12,681 10 years ago: $54,470 15 years ago: $368,048 20 years ago: $2,688,013 IPO: $5,225,175

Magnificent 7 valuations: Nvidia: $4.2 trillion Microsoft: $3.8 trillion Apple: $3.1 trillion Amazon: $2.4 trillion Alphabet: $2.2 trillion Meta: $1.8 trillion Tesla: $1 trillion Total: $18.5 trillion

The Apple logo was created in 1977. The bite was to avoid it being confused with another fruit like a cherry.

Looking forward to this! Join us July 30th at 1pm EST. RSVP in link in my bio.