Did Nvidia just re-ignite the AI trade? The company had a big quarter.  And an even bigger outlook. That prompted some big calls on stocks that could benefit from Nvidia’s growth. In this episode, we’ll walk you through 5 stocks the bulls like and we’ll explain how they fit into the AI economy.  As always, this is not financial advice.

Chapters: 
0:00 Intro
0:24 Bonus episode -- reaction to Nvidia's earnings!
1:02 What's happening with Nvidia's business?
2:18 What's the outlook for Nvidia's stock?
2:40 Stocks that could benefit from Nvidia's outlook?
3:15 Stock 1 - Micron (MU)
3:43 Stock 2 - Oracle (ORCL)
4:09 Stock 3 - Marvell Technology (MRVL)
4:35 Stock 4 - Amazon (AMZN)
5:15 Stock 5 - SpaceX (SPCX)

Hey, have you signed up for our investing newsletter? The free version is still available, but 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

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● 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 #nvidia



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Did Nvidia just re-ignite the AI trade? The company had a big quarter. And an even bigger outlook. That prompted some big calls on stocks that could benefit from Nvidia’s growth. In this episode, we’ll walk you through 5 stocks the bulls like and we’ll explain how they fit into the AI economy. As always, this is not financial advice.

Chapters: 
0:00 Intro
0:24 Bonus episode -- reaction to Nvidia's earnings!
1:02 What's happening with Nvidia's business?
2:18 What's the outlook for Nvidia's stock?
2:40 Stocks that could benefit from Nvidia's outlook?
3:15 Stock 1 - Micron (MU)
3:43 Stock 2 - Oracle (ORCL)
4:09 Stock 3 - Marvell Technology (MRVL)
4:35 Stock 4 - Amazon (AMZN)
5:15 Stock 5 - SpaceX (SPCX)

Hey, have you signed up for our investing newsletter? The free version is still available, but 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 #nvidia 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.