Valuations in 2025: Nvidia: $4.2 trillion Intel: $99 billion Valuations in 2005: Intel: $175 billion Nvidia: $5 billion

While @ericjackson made his bull case for $OPEN he also sees 100x potential for $IREN and $CIFR Here’s how two Bitcoin miners became his top AI plays…

YouTube was acquired for $1.65 billion. Today, it generates $1.65 billion in revenue every 15 days.

A 2006 story on whether Netflix would be able to transition to streaming.

Opendoor is up more than 500% this month. @ericjackson says it’s just the start. He thinks $OPEN could reach $82. Here's why...

Doing 2 vids today with @JonErlichman … we were scheduled to chat about AI but he wants to know what the heck is going on with $OPEN Watch his YouTube channel later this week when they post

On this day in 1969: first moon landing.

Expected revenue growth in next 5 years: Palantir: +300% Nvidia: +180% Shopify: +156% Broadcom: +139% Tesla: +104% Spotify: +94% Microsoft: +93% Uber: +84% Meta: +81% Netflix: +72% Amazon: +58% Salesforce: +58% Alphabet: +42% Apple: +28% (Avg analyst estimates via Bloomberg)

On this day in 2006: Tesla Roadster unveiled.

Clay Christensen on how Wall Street undervalues disruptive companies.