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…

@sergiustrading It’s 🥜😂

@JonErlichman tbh, watching Nvidia jump from low‑double‑digit billions to almost a trillion in just over a decade is wild—talk about exponential growth.

Nvidia’s annual revenue: 2033: $913 billion 2032: $830 billion 2031: $744 billion 2030: $616 billion 2029: $573 billion 2028: $479 billion 2027: $366 billion 2026: $216 billion 2025: $131 billion 2024: $61 billion 2023: $27 billion 2022: $27 billion 2021: $17 billion 2020: $11 billion 2019: $12 billion 2018: $10 billion 2017: $7 billion 2016: $5 billion 2015: $5 billion 2014: $4 billion 2013: $4 billion 2012: $4 billion 2011: $4 billion 2010: $3 billion 2009: $3 billion 2008: $2 billion 2007: $3 billion 2006: $2 billion 2005: $2 billion 2004: $2 billion 2003: $2 billion 2002: $1 billion *Avg analyst estimates, 2027-2033

I spoke with @hatemdhiab about his core 4 AI stocks. Nvidia is one of them! Here’s the full list. youtu.be/rohwb6gXTNY?si…

Valuation in 2026: $2.2 trillion Valuation in 2000: $12 billion

A headline from 26 years ago.

Think old companies are boring? Think again! @JonErlichman interviews our senior portfolio manager Steve Rowles on when old school can be new school when investing. youtube.com/watch?v=BnKIco…

On this day in 1971: Starbucks opened. Sales then: $173 per day. Sales now: $110 million per day.

Nokia’s 3310 launched 26 years ago. At the time, Nokia was ten times more valuable than Apple.

Sam Walton was born this day in 1918. He felt solutions were found in break rooms not boardrooms. So he’d pilot a small plane to visit as many Walmart’s as possible.  If a parking lot seemed empty, he’d land nearby and check in with the store manager.

"Ease is a greater threat to progress than hardship.” ~ Denzel Washington

“If you have an idea that you think is good, don’t let some idiot talk you out if it.” ~ Stan Lee

“Half of what separates successful entrepreneurs from non-successful ones is pure perseverance.” ~ Steve Jobs

Tesla is leading the robotics revolution. Analysts predict 1 billion humanoid robots by 2050 in what could become a $7 trillion market. We looked at the key players, the tech behind physical AI, and the ecosystem -- from rare earth minerals to AI chips. 0:00 Intro 0:55 The market opportunity 3:33 The key players 5:31 The technology 6:42 The challenges & skepticism 7:29 The future vision Thanks to @NYSE as well. Great perspective from some of their recent guest interviews.

@canadian_eh_aye haha

@JonErlichman Folks heading out to a LAN party in 1975 after packing up everything needed. Will be interesting to see how much will change in another 50 years

1975: 50 pound portable computers.

@e01_9 interesting. why?

@JonErlichman Can easily go the opposite direction for the next 10 years

Mag 7 - YTD vs past 10 yrs Nvidia: -10% +19,762% Tesla: -19% +2,350% Apple: -8% +857% Alphabet: -13% +663% Amazon: -14% +612% Microsoft: -26% +575% Meta: -20% +384%

@XboxfanPortugal It certainly possible. Keep in mind. These are just average estimates and overall, analysts struggle to even project what will happen with a business over 12 months let alone five years.

@JonErlichman Tesla Will increases way more

Some companies expected to see revenue growth of +100% or more in next 5 years: 
AST SpaceMobile: +3,066% Nebius: +1,247% Iren: +1,070% IonQ: +761% Palantir: +449% Tesla: +198% Broadcom: +194% Cloudflare: +186%
Snowflake: +180% CrowdStrike: +156% Shopify: +155% Roblox: +143% ServiceNow: +135% Nvidia: +127% Datadog: +127% DoorDash: +116% Sea Ltd +114% Robinhood: +113%
MercadoLibre: +110%
KLA: +107%
Microsoft: +101%

Source: average analyst estimates

@TeslaAlgo Tesla’s existing sales base is much higher than companies that are expected to see higher percentage growth. Overall, the list of companies that are anticipated to see +100% growth is extremely short.

@JonErlichman Waiting for Elon to comment on the measly expected gain 😆 $TSLA