Ticker Take

Is the AI boom nearing its end, or are we just getting started? Skeptics say tech spending is peaking. Jim Thorne of Wellington-Altus says the cycle has years left to run.

Thorne compares today’s AI doubts to economist Paul Krugman’s famous 1998 prediction that the internet’s impact would be no greater than the fax machine’s. He believes we are only at the “MS-DOS phase” of AI, with productivity gains barely underway and a corporate spending boom that could stretch to 2031. He explains how he separates the real AI leaders from the pretenders and shares 7 stocks he likes right now.

Stocks covered: Nvidia (NVDA), Micron (MU), Microsoft (MSFT), CrowdStrike (CRWD), Palantir (PLTR), SpaceX (SPCX), Tesla (TSLA)

Chapters:
0:00 Intro: Is the AI Boom Over?
1:00 Why the AI Boom Isn't Over
2:22 How to Pick AI Winners
3:41 Stock 1: Nvidia (NVDA)
4:17 Stock 2: Micron (MU)
6:28 Stock 3: Microsoft (MSFT)
7:21 Stock 4: CrowdStrike (CRWD)
8:01 Stock 5: Palantir (PLTR)
8:40 Stock 6: SpaceX (SPCX)
9:49 Stock 7: Tesla (TSLA)
10:34 The Ticker Take Wrap-Up

In this episode, Jim explains why he thinks the AI capex boom could run until 2031, and lays out his framework for picking winners: companies with a moat, access to credit markets and real free cash flow, rather than speculative names riding the AI story. He then walks through 7 AI stocks across chips, memory, cloud, cybersecurity, software and orbital compute, and explains why he sees physical AI and robotics as the next phase of the market.

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Jim or the hosts may hold positions in the stocks discussed.

Thanks to Jim for joining us! Learn more about Jim and Wellington-Altus here: https://wellington-altus.ca/

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

Listen to the podcast & give us a 5-star rating:

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/

You can also now find us on the streaming service Crave! https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw

Connect with Ticker Take:

● Instagram: https://www.instagram.com/tickertakeshow/
● Website: https://www.tickertakeonline.com/

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

About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their “ticker take.”

So, is the AI boom over? Tell us in the comments.

#AIstocks #investing #AI #NVDA

Biotech stocks can be volatile, even in a bull market. So how do investors avoid the traps? Eden Rahim of Next Edge Capital says the secret is owning companies far along in drug development.

Rahim estimates roughly 40 of the companies he's invested in have been acquired, including three he shared with us last year (like Crinetics, which Vertex agreed to buy for $10 billion). He breaks down his playbook for avoiding blowups and reveals 6 biotech stocks he likes now.

Chapters:
0:00 Intro: Shopping Like Big Pharma
0:47 Biotech's New Bull Market
2:12 How Eden Avoids the Blowups
3:27 Stock 1: Cytokinetics (CYTK)
4:37 Stock 2: Legend Biotech (LEGN)
7:42 Stock 3: TG Therapeutics (TGTX)
8:56 Stock 4: Alpha Cognition (ACOG)
10:17 Moderna and the AI Factor
12:15 Stock 5: ClearPoint Neuro (CLPT)
13:27 Stock 6: Nektar Therapeutics (NKTR)
16:10 The Next Takeover Target?
17:24 The Ticker Take Wrap-Up

In this episode of Ticker Take, we sit down with Eden Rahim, Portfolio Manager at Next Edge Capital, to explore where biotech investors can find opportunity after a cooldown in the sector.

Rahim explains why Big Pharma is facing a massive patent cliff—and why late-stage clinical progress and proprietary drug platforms give investors an edge in navigating biotech volatility.

In this episode, we cover:
• Why Eden says biotech's bull market has cooled, from rising interest rates to the Moderna surge
• His game plan: own companies far along in drug development, where the biggest risks are behind them
• 6 biotech stock ideas, paired with Bloomberg analyst data
• Why big pharma needs new drugs, and which of his picks could be next

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice. Eden may hold positions in the stocks discussed.

Thanks to Eden for joining us! Learn more about Eden and Next Edge Capital here:
https://www.nextedgecapital.com/

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

Listen to the podcast & give us a 5-star rating:

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf
● iHeartRadio: https://www.iheart.com/podcast/962-ticker-take-290358631/

You can also now find us on the streaming service Crave!
https://tv.apple.com/ca/show/ticker-take/umc.cmc.6a6nu7ik63u6m3wrd2x59i3lw

Connect with Ticker Take:

● Instagram: https://www.instagram.com/tickertakeshow/
● Website: https://www.tickertakeonline.com/

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

About Jon:
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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #biotech

Think it’s time to play defense with your portfolio? John Zechner thinks so.

Known as the "Stock Whisperer" after early calls on big winners like Celestica and MDA Space, the Chairman of J. Zechner Associates reveals why his 5-part market scorecard is flashing caution and shares 5 defensive stock ideas positioned for durable upside heading into 2027.

Chapters:
0:00 Intro: Flashing a Warning
0:32 The Stock Whisperer's Blueprint
2:23 The Scorecard: 2009, 2018 and Today (-3 reading)
4:52 Stock 1: Microsoft (MSFT)
6:37 Stock 2: CAE (CAE)
8:02 Stock 3: Equinox Gold (EQX)
9:55 Stock 4: Rogers Communications (RCI) 12:01
Stock 5: Apotex (APTX)
13:46 The Ticker Take Wrap-Up

In this episode of Ticker Take, Jon Erlichman and Caroline Lesley sit down with veteran money manager John Zechner to break down his top-down macro blueprint.

Zechner explains how his proprietary scorecard—which grades monetary conditions, economic growth, corporate profits, valuations, and investor sentiment—flagged the market bottom in March 2009 (+7) and warned ahead of the late 2018 drop (-4). With the reading now sitting at -3, he breaks down why he is prioritizing cash flow, defense backlogs, gold, and healthcare.

In this episode, we cover: • The 5-point macro scorecard: Why narrow AI growth, stretched valuations, and euphoric sentiment are flashing caution • How a cautious investor can still own tech: The valuation and cash flow case for Microsoft • 5 defensive stock ideas—spanning software, defense simulation, gold mining, sports/telecom assets, and Canada's record-setting GLP-1 generic drug IPO—paired with Bloomberg analyst data

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to John for joining us! Learn more about John and J. Zechner Associates here: https://www.zechner.com/

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

Listen to the podcast & give us a 5-star rating:

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

Connect with Jon & Ticker Take:

● X: https://x.com/JonErlichman ● Instagram: https://www.instagram.com/jonerlichman/?hl=en ● TikTok: https://www.tiktok.com/@jonerlichman?lang=en ● Website: https://www.tickertakeonline.com/

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

About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #economy

Think high dividend yields always mean safe income? Keith Buchanan says chasing them could be a trap.

GLOBALT Investments’ Senior Portfolio Manager breaks down why dividends are the ultimate test of business quality—and reveals 6 stocks beyond Big Tech built to keep paying and raising their payouts in good times and bad.

Chapters: 
0:00 Intro: Beyond Big Tech 
0:37 Money doesn't grow on trees (it’s about dividend growth) 
2:23 The Dividend Test: Why chasing the highest yield is a trap 
4:02 Stock 1: Delta Air Lines (DAL) 0:00 
5:02 Stock 2: Waste Management (WM) 
6:19 Stock 3: JPMorgan Chase (JPM)
8:05 Stock 4: Devon Energy (DVN)
9:11 Stock 5: Hasbro (HAS)
10:13 Stock 6: Automatic Data Processing (ADP)
11:28 The Ticker Take wrap-up

In this episode of Ticker Take, we sit down with Keith Buchanan, Senior Portfolio Manager at GLOBALT Investments, to explore where smart investors can find durable quality outside of the crowded tech trade.

Buchanan explains why an unusually high dividend yield is often a warning sign of a cut rather than a bargain—and how he looks for pricing power, steady recurring cash flow, and dividend growth discipline across diverse sectors.

In this episode, we cover: 

• What actually defines a "quality" stock and why dividends serve as the ultimate corporate receipt 
• The "Yield Trap": Why Buchanan prefers owning a smaller growing dividend over a high, vulnerable payout 
• 6 non-tech stock ideas—from legacy industrials and energy to consumer IP and financials—paired with Bloomberg analyst sentiment

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to Keith for joining us! Learn more about Keith and GLOBALT Investments here: https://www.globaltinvestments.com/

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/

Listen to the podcast & give us a 5-star rating: 

● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1772654316 

● Spotify: https://open.spotify.com/show/2xrbo2vP9k9X52rQ0dE6w6

Connect with Jon & Ticker Take: 

● X: https://x.com/JonErlichman 

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

Exec Producer / Co-Host: Caroline Lesley

About Jon: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #dividends

Think it’s time to dump Big Tech? Drew Pettit says that could be a huge mistake.

Roundhill’s Chief Investment Strategist breaks down why Wall Street earnings revisions keep pushing tech higher—and reveals his 8 must-own stock picks for the rest of 2026.

Chapters:
0:00 Intro
0:28 There's always money in the banana stand...and big tech!
0:49 Why are people wrong about tech (answer: revisions, revisions, revisions).
1:13 How to determine if tech stocks are cheap.
1:56 Be careful if you're diversifying away from tech.
2:40 Stock 1: Meta Platforms (META)
3:47 Stock 2: Alphabet (GOOG)
4:31 Stock 3: Micron (MU)
5:22 Stock 4: Samsung (an ETF play)
6:11 Stock 5: Crowdstrike (CRWD)
6:57 Stock 6: Snowflake (SNOW)
7:47 Stock 7: Lumentum (LITE)
8:38 Stock 8: Kirby (KEX)

In this episode of Ticker Take, we sit down with Drew Pettit, Chief Investment Strategist at Roundhill Investments, to look at what’s driving the market into year-end.

After successfully pinpointing names like Nvidia, CrowdStrike, and Teradyne for 2026, Pettit shares why his bullish thesis comes down to three words: revisions, revisions, revisions.

In this episode, we cover:
• Why Wall Street profit estimates remain too low, even in a volatile macro environment
• How the PEG ratio reveals why the Magnificent Seven are still attractive compared to small caps
• 8 stock ideas for the final stretch of 2026, paired with Bloomberg analyst data

Disclaimer: This video is for informational and educational purposes only and does not constitute financial advice.

Thanks to Drew for joining us! Learn more about him here:

https://blog.roundhillinvestments.com/author/drew-pettit

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

Listen to the podcast & give us a 5-star rating:
● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387
● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf

Connect with Jon & Ticker Take:
● X: https://x.com/JonErlichman
● Website: https://www.tickertakeonline.com/

Exec Producer / Co-Host: Caroline Lesley

About Jon:
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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take."

#stocks #investing #technology

Which stocks are powering the AI boom? In this episode, we talk about 9 of them — and none are Nvidia! We go well beyond chips to focus on the real power sources: from natural gas and uranium to the infrastructure plays that make the entire buildout possible. Top-rated energy and infrastructure investor Tyler Rosenlicht joins us live at the New York Stock Exchange to walk through those 9 stocks and explain what makes them stand out. As always, this is not financial advice. Chapters: 0:00 Intro 0:31 Live at NYSE — Companies Powering the AI Boom 1:17 How Big Is This Opportunity for Investors? 1:46 Why It's Important to "Follow the Bottleneck" 2:36 Stock 1: Williams (WMB) 3:27 Stock 2: Black Hills (BKH) 4:12 Stock 3: Entergy (ETR) 4:55 Stock 4: Freeport-McMoRan (FCX) 5:36 Stock 5: Tamboran Resources (TBN) 6:30 Stock 6: MasTec (MTZ) 7:18 Stock 7: SOLV Energy (MWH) 8:10 Stock 8: Perpetua Resources (PPTA) 9:06 Stock 9: Cameco (CCJ) Thanks to Tyler Rosenlicht for joining us! Learn more about Tyler here: https://www.cohenandsteers.com/team/tyler-rosenlicht/ Special thanks to our partners @NYSEofficial for having us in studio! 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 Listen to the podcast & give us a 5-star rating: ● Apple Podcasts: https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify: https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf Connect with Jon & Ticker Take: ● X: https://x.com/JonErlichman ● Website: https://www.tickertakeonline.com/ Exec Producer / Co-Host: 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? There are thousands of stocks, each with its own ticker symbol. We explore them and talk to experts to get their "ticker take." #stocks #investing #ai #energy #infrastructure

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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Does a trillion-dollar valuation mean a stock is actually worth buying? Aswath Damodaran says not necessarily.The NYU finance professor known on Wall Street as the "dean of valuation" breaks down the real difference between pricing a stock and valuing it, and explains why the AI boom alone doesn't justify trillion-dollar price tags. Plus, he hands out grades on how the market is currently valuing nine of the world's most valuable companies. As always, this is not financial advice.

Chapters: 

0:00 Intro 

0:36 What to expect in this episode.

0:59 Trillion dollar company list getting long.

1:59 The secret to valuing a business.

3:31 The dangers of taking investing shortcuts.

5:28 Should you invest just because it’s worth a trillion dollars?

7:10 Can you afford not to invest in AI stocks?

13:30 Stock 1 - Nvidia (Grade B)

15:48 Stock 2 - Apple (Grade B+)

18:34 Stock 3,4,5 - Microsoft, Meta, Alphabet (Grade B-)

23:55 Stock 6 - Amazon (Grade B)
26:29 Stock 7 - Tesla (Grade C)
28:21 Stock 8 - SpaceX (Grade Incomplete)
30:36 Stock 9 - Berkshire Hathaway (Grade B)
Our thanks to Aswath Damodaran! Learn more about Aswath here: https://pages.stern.nyu.edu/~adamodar/

This episode is brought to you by Global X Canada, which just launched the Global X Artificial Intelligence Memory Index ETF, ticker DRAM, a new ETF tied to one of the biggest themes in AI: memory and storage.  As AI models get bigger, moving and storing all that data is becoming just as important as the chips that process it.  Learn more about it here: https://www.globalx.ca/product/dram

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 #stockmarket

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Is the growth trade running out of steam? Ryan Modesto doesn't think so. He just thinks you have to be picky. Modesto looks for stocks with growth, momentum and quality. In this episode, he outlines six growth names that could be ready to rip. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 Why small caps stocks can offer big growth potential. 1:09 Why Ryan thinks growth stock valuations are reasonable. 1:45 Ryan's framework: growth, momentum and quality. 2:30 3 stocks Ryan previously sold due to bad momentum. 3:36 Stock 1 - Nebius (NBIS) 4:25 Stock 2 - nVent Electric (NVT) 5:10 Stock 3 - SharkNinja (SN) 6:03 Stock 4 - Cellebrite (CLBT) 7:02 Stock 5 - Karman Holdings (KRMN) 7:45 Stock 6 - Kratos (KTOS) Our thanks to Ryan Modesto! Learn more about Ryan here: https://i2icapital.com/our-team 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 #stockmarket

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Are we in an AI bubble or not? We asked top AI stock picker Gil Luria for his take. Luria doesn't think we're in a bubble, but he's preparing for both scenarios. He walked us through 3 stocks that win if we're in a bubble and 3 stocks that win if we're not. As always, this is not financial advice. Chapters: 0:00 Intro 0:26 The AI debate debate feels like a tennis match. 1:12 A recap of Gil Luria's past picks on Ticker Take! 2:01 Jon's take on the AI bubble debate. 2:36 Why Gil does not think we're in a bubble. 5:37 How to analyze stocks if there's a bubble (or not). 7:14 Stock 1 if we're not in a bubble - Micron (MU) 10:00 Stock 2 if we're not in a bubble - Oracle (ORCL) 11:16 Stock 3 if we're not in a bubble - Palantir (PLTR) 13:07 Stock 4 if we're in a bubble - Apple (AAPL) 14:36 Stock 5 if we're in a bubble - Meta (META) 15:53 Stock 6 we're in a bubble - Palantir (PLTR) Thanks to Gil Luria for joining us! Follow him on X: @gilluria 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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