Ticker Take Founder. https://xitter.cf/t.co/7XgWGjQNWy Inquiries: [email protected]

Joined July 2010
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=sPuZ…
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On this day in 2008: first Android phone goes on sale.
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$18,000 invested in Tesla in 2013 would be worth $1 million today.
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SpaceX’s revenue: 2026: $27.1 billion (first 9 months) 2025: $18.7 billion (annual) 2024: $14.0 billion (annual) 2023: $10.4 billion (annual)
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Commentary on 1987 market crash.
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Jon Erlichman retweeted
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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Cost of 1 GB of hard drive storage: 60 years ago: $1,000,000 40 years ago: $25,000 30 years ago: $150 20 years ago: $0.25 10 years ago: $0.03 Today: $0.02 (cheapest estimated cost)
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On this day in 1985: Nintendo Entertainment System launched
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Investments 10 years ago that are now worth $1 million: Tesla: $37,000 
Shopify: $25,300 
Micron: $19,500 
AMD: $12,800 
Nvidia: $7,800
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On this day in 1923: Disney founded. It got started in this garage.
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Things Elon Musk unveiled at Tesla: 2026: Flying Roadster 2024: Cybercab 2024: Robovan 2022: Optimus 2020: FSD 2019: Cybertruck 2019: Model Y 2019: Megapack 2017: Semi 2016: Solar Roof 2016: Model 3 2015: Powerwall 2012: Supercharger 2012: Model X 2009: Model S 2006: Roadster
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“The scarce commodity is not money. It’s talented, dedicated teams willing to take risks to make something happen.” ~ Elon Musk
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20 stocks expected to double profit or more over 5 years: Marvell: +1,762% AMD: +1,753% Lumentum: +1,458% Arm: +1,194% Palantir: +998% Broadcom: +811% Tesla: +596% Nvidia: +475% Dell: +372% Shopify: +353% MercadoLibre: +258% TSMC: +248% Applied Materials: +192% Amazon: +186% Alphabet: +181% Spotify: +155% Uber: +149% Microsoft: +131% Netflix: +116% Robinhood: +111% (Average analyst estimates on adjusted net income growth, 2025-2030 via Bloomberg)
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In 2000, Amazon shares fell 80%. Here’s how Jeff Bezos responded.
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On this day in 1977: Atari 2600 released.
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100-bagger stocks over 15 years: Nvidia: 591x
IES Holdings: 270x
Tesla: 201x
Celsius: 199x
Micron: 173x
Comfort Systems: 163x
AMD: 122x
Monolithic Power: 112x
Broadcom: 105X
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On this day in 1994: Netscape Navigator launched. It was the first commercial web browser.
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Expected 5-year revenue growth: Starlink: +925% T-Mobile: +25% Verizon: +7% AT&T: +3% (average analyst estimates)
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Age when they started these companies: Michael Dell, Dell: 19 Jim Casey, UPS: 19 Steve Jobs, Apple: 21 Thomas Burberry, Burberry: 21 Walt Disney, Disney: 22 Arthur Davidson, Harley-Davidson: 22 Paul Allen, Microsoft: 22 Gerard Heineken, Heineken: 23 Whitney Wolfe, Bumble: 25 Larry Page, Google: 25 William Hewlett, HP: 25 Richard Schulze, Best Buy: 25 Sergey Brin, Google: 25 Akio Morita, Sony: 25 Phil Knight, Nike: 26 Steve Wozniak, Apple: 26 David Packard, HP: 26 Sara Blakely, Spanx: 27 John Mackey, Whole Foods: 27 Fred Smith, FedEx: 27 Steve Case, AOL: 27 Pierre Omidyar, eBay: 28 Sandra Lerner, Cisco: 28 Katrina Lake, Stitch Fix: 28 Eugene Schueller, L’Oréal: 28 Charles Walgreen, Walgreens: 28 Charles Rolls, Rolls Royce: 29 Dee Hock, Visa: 29 Elon Musk, SpaceX: 30 Jeff Bezos, Amazon: 30 Erling Persson, H&M: 30 Jensen Huang, Nvidia: 30 Fusajiro Yamauchi, Nintendo: 30 Chester Carlson, Xerox: 31 Scott Cook, Intuit: 31 Leonard Bosack, Cisco: 31 Werner von Siemens, Siemens: 31 Robin Li, Baidu: 32 Oprah Winfrey, Harpo: 32 Armand Peugeot, Peugeot: 32 Travis Kalanick, Uber: 32 Jerry Sanders, AMD: 32 James Gamble, P&G: 33 Larry Ellison, Oracle: 33 Jack Ma, Alibaba: 34 William Procter, P&G: 35 William Boeing, Boeing: 35 Marc Benioff, Salesforce: 35 Rowland Macy, Macy’s: 36 J.C. Jacobsen, Carlsberg: 36 Reid Hoffman, Linkedin: 36 Reed Hastings, Netflix: 36 Namihei Odaira, Hitachi: 36 Doris Fisher, The Gap: 37 Milton Hershey, Hershey: 37 Hugo Boss, Hugo Boss: 38 Masaru Ibuka, Sony: 38 Tory Burch, Tory Burch: 38 Wayne Hughes, Public Storage: 38 Rich Barton, Zillow: 38 Henry Ford, Ford: 39 Cher Wang, HTC: 39 Gordon Moore, Intel: 39 Vera Wang, Vera Wang: 40 Jeffrey Brotman, Costco: 40 Gustaf Larson, Volvo: 40 Robert Noyce, Intel: 41 Christian Dior, Christian Dior: 41 Asa Candler, Coca-Cola: 41 Eric Yuan, Zoom: 41 Chip Wilson, Lululemon: 42 Soichiro Honda, Honda: 42 Jerry Baldwin, Starbucks: 42 Robin Chase, Zipcar: 42 Diane Greene, VMware: 43 Charlie Ergen, Dish Network: 43 Charles Geschke, Adobe: 43 Ralph Roberts, Comcast: 43 Macon Brock Jr., Dollar Tree: 43 Sam Walton, Walmart: 44 Jim Kimsey, AOL: 44 Thomas Edison, GE: 45 Jim Sinegal, Costco: 47 Adi Dassler, Adidas: 48 Marcus Goldman, Goldman Sachs: 48 Tony Ryan, Ryanair: 49 Leo Goodwin, Geico: 50 Bernie Marcus, Home Depot: 50 Harold Stanley, Morgan Stanley: 50 Gordon Bowker, Starbucks: 51 Gary Burrell, Garmin: 51 Chung Ju-Yung, Hyundai: 51 Ray Kroc, McDonald’s System: 52 Joseph Campbell, Campbell Soup: 52 Henri Nestlé, Nestlé: 52 Yoshisuke Aikawa, Nissan: 53 Bill Porter, E*Trade: 54 Sheldon Adelson, Las Vegas Sands: 55 Arianna Huffington, Huffington Post: 55 Ferdinand Porsche, Porsche: 56 Kawasaki Shōzō, Kawasaki: 59 Charles Flint, IBM: 61 Colonel Sanders, KFC: 62 Dave Duffield, Workday: 65 Lisa Gable, Strap-Mate: 70
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Annual spending on data centers: 2030: $2.8 trillion 2029: $2.5 trillion 2028: $2.2 trillion 2027: $1.7 trillion 2026: $1.1 trillion 2025: $630 billion 2024: $447 billion 2023: $275 billion 2022: $236 billion 2021: $195 billion 2020: $158 billion Source: Bloomberg estimates
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