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…

OpenAI vs. Anthropic: Who’s Really Winning the AI Race? After Hours Live x.com/i/broadcasts/2…

Stock drops in past month:

Marvell: -44%
Intel: -44%
Dell: -43%
CoreWeave: -41%
Nebius: -39%
Datadog: -39%
Arm: -32%
Micron: -30%
ServiceNow: -29%
Applied Mat: -27%
Coinbase: -26%
Nvidia: -26%
Robinhood: -25%
Palo Alto: -22%
Palantir: -19%
Alphabet: -18%
CrowdStrike: -18%

Does Nvidia Scandal Pop The AI Bubble? Invested After Hours LIVE x.com/i/broadcasts/2…

On this day in 2001: iPod released