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…

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)

On this day in 1928: Motorola founded. It launched the first cell phone in 1973.

Nintendo was founded this day in 1889. It made hand-painted playing cards.

On this day in 2008: first Android phone released.

Tesla shares have risen 5,581% since this headline in 2013.

On this day in 2007: an email led to the creation of Airbnb.

Lisa Su became AMD CEO in 2014. AMD was worth $2 billion. Today, it’s worth $1 trillion.

Some stocks trading below their 5-yr avg P/E: Adobe Amazon Arista Networks Broadcom IBM Intel Mastercard Micron Netflix Nvidia Oracle ServiceNow Shopify Super Micro Taiwan Semiconductor Tencent Visa Workday

“Find work that gives you great joy. That’s the only way you’re going to do your best work.” ~ Jensen Huang

A prediction about our AI future in 1964:

Tech entrepreneurs with computers.

iPhone skepticism on launch day in 2007:

Warren Buffett on investing in what you know.