Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:28 Live at NYSE -- what happened to AI stocks?
0:59 Today's guest: AI stock picker Adam Johnson! 
1:41 Why Adam Johnson is bullish on AI.
2:55 Why he thinks AI stocks are on sale.
4:45 Stock 1 - Micron (MU)
6:09 Stock 2 - Onto Innovation (ONTO)
7:39 Stock 3 - Applied Digital (APLD)
8:43 Stock 4 - CoreWeave (CRWV)
10:22 Stock 5 - Marvell (MRVL)
11:38 Stock 6 - GE Vernova (GEV)
13:22 Stock 8 - Sterling Infrastructure (STRL)

Thanks to Adam for joining us! You can learn more about AJ here:

https://bullseyebrief.com/

You can also follow him on X:  @AJInsight

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley  - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune.  I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #ai



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Are AI stocks on sale? Investor Adam Johnson thinks so. He says AI went from being an investor priority to a pariah. But because of the slump, Johnson notes you can now invest in fast-growing businesses that are trading at lower multiples than the average stock in the S&amp;P 500. He tells us about 7 AI stocks he thinks are on sale. As always, this is not financial advice.

Chapters: 
0:00 Intro 
0:28 Live at NYSE -- what happened to AI stocks?
0:59 Today's guest: AI stock picker Adam Johnson! 
1:41 Why Adam Johnson is bullish on AI.
2:55 Why he thinks AI stocks are on sale.
4:45 Stock 1 - Micron (MU)
6:09 Stock 2 - Onto Innovation (ONTO)
7:39 Stock 3 - Applied Digital (APLD)
8:43 Stock 4 - CoreWeave (CRWV)
10:22 Stock 5 - Marvell (MRVL)
11:38 Stock 6 - GE Vernova (GEV)
13:22 Stock 8 - Sterling Infrastructure (STRL)

Thanks to Adam for joining us! You can learn more about AJ here:

https://bullseyebrief.com/

You can also follow him on X: @AJInsight

Have you signed up for our investing newsletter? It's free. Plus, paid members get "The Inside Take," with deep dives, briefings, guest notes and more!

● Investing newsletter: https://jonerlichman.substack.com/ 

● Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down

Give us a 5 star podcast rating!

● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387

● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

● TikTok - https://www.tiktok.com/@jonerlichman?lang=en 

● Instagram - https://www.instagram.com/jonerlichman/?hl=en 

● X - https://x.com/JonErlichman

● Website - https://www.tickertakeonline.com/

Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/

About me:

I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take!

#stocks #investing #ai Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices">megaphone.fm/adchoices</a>

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take, Ticker Take makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.

Think investing has to be boring or confusing? Think again! Join Jon Erlichman as he breaks down the latest market news, investment tips, and money moves — all served with a side of wit and zero financial mumbo jumbo. Whether you’re a newbie trying to figure out what a “ticker” even is, or a seasoned investor looking for a fresh take,&nbsp;Ticker Take&nbsp;makes finance fun, friendly, and maybe even a little entertaining. Tune in, learn something, and maybe laugh along the way. Your wallet will thank you.