arthur

Cathie Wood Believer
All in ARK

[arthur @arthurmemedaeva]

Eric’s analysis is excellent, but here’s my take, which might lean even more optimistic.
No one wants @CathieDWood @ARKInvest to succeed more than I do. Since 2020, I’ve sold all my other assets and gone all-in on Cathie’s ETFs—including my principal residence!! I’ve also convinced the rest of my family to allocate to ARK ETFs. I personally hold zero QQQ or SPY.
It sounds extreme, but I truly discovered ARK Invest in 2020–2021 by going through their holdings records all the way back to 2014, along with their public research and videos. While holding the Mag7 all the way through would obviously have been ideal, I believe that in ten years, many of ARKK’s current holdings will look absolutely magical in hindsight.
From another perspective, I think ARKK is now severely undervalued. That’s why it hasn’t beaten QQQ yet—we just need one strong home run over the next 10 months to two years.
Additionally, I had my family in the U.S. buy ARKVX. The holdings inside are incredible—they got into Anthropic very early, and the overall ETF has performed quite well.
So my view is this: the private market is giving Cathie’s picks excellent valuations, while the public market isn’t fully appreciating the forward-looking research and contributions that visionary investors like Cathie are making. That’s why I’m extremely confident that ARKK will beat QQQ going forward.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
Yes Im very biased 😜

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Agree

[Brian Armstrong @brian_armstrong]

Congrats! Great to see more efficient payments in El Salvador.

[Jensen Huang @JensenHuang]

Yesterday at the White House, leaders from across our industry came together to sign the White House Accord on Super Intelligence.

The principle is simple: the companies building this technology have the primary responsibility to develop and deploy it safely, and to be accountable when they fall short.

The Accord reinforces that responsibility with robust internal controls, independent external evaluation, and board level oversight.

Super Intelligence offers an extraordinary opportunity to advance discovery, productivity, security, health, and prosperity.

The future of Super Intelligence will be shaped not only by what it can do, but by the confidence it earns. By building with ambition, rigor, and responsibility, we can help ensure this extraordinary technology expands opportunity and improves lives for generations to come.

[Thomas (Tom) Lee (not drummer) FundstratDirect.com @fundstrat]

Crypto is central to keeping humans in the loop on AI

[Cantonese Cat 🐱🐈 @cantonmeow]

$ARKG weekly
Rising Three Methods
Favors further bullish continuation

[TheoDore @theodore_invest]

$ARKG

캐시우드의 명작 바이오테크 ETF.

ETF가 맞나 싶을 정도의 안정적인 우상향... AI 인프라 부담이라면 바이오테크도 좋은 선택지입니다.

안정적이에요 이상하게 ㅋㅋ

[Anna Wong @AnnaEconomist]

Core PCE inflation momentum…. On track for 2% past few months.

Warsh’s own PCE inflation diffusion metric also went down in August (as we forecasted before)

Our full react @TheTerminal at https://t.co/EpwMKtinuC

Could Warsh’s reaction function have the wrong sign in front of inflation?

[Cathie Wood @CathieDWood]

At 0.5-2% interest rates, the “market”was not working. The Fed was in control.

Today, the market is working.

In 2017, interest rates increased as the Fed put the market on training wheels. Long duration equities had a fabulous year.

Let the market work!

[Elon Musk @elonmusk]

My guess for real GDP growth next year is >50% higher than 2026, so >3.3%

[Brian Armstrong @brian_armstrong]

It’s an interesting point.

Higher rates lead to higher government deficits and higher money printing (inflation).

Lower rates would help balance the budget.

We want massive growth, and inflation that does not exceed it. But if you have high growth you can tolerate some inflation.

The main thing to curtail is money printing that exceeds economic growth. And the main thing to max is economic growth.

[arthur @arthurmemedaeva]

@DGretta_Author I bought and held $ARKG for 7 years, 40% of my assets are in this single ETF, because I never lost faith in @CathieDWood

[Dave Data Guy | author of 2 stock investing books @DGretta_Author]

Give Cathie the credit she deserves this year with $ARKG 💰

[ARK Funds @ARK_Funds]

Things people still think are decades away that are actually in patients right now:
A one time CRISPR cure for sickle cell
Cancer vaccines made from your own tumor
Gene editing delivered by IV, no lab step
Late-stage trials for Huntington's and Duchenne

What would you add?

[Cathie Wood @CathieDWood]

Interest rates seem to be rising because of real yields more than inflation. Real growth is surprising on the high side of expectations in this technology revolution. Looking forward to addressing @BillAckman’s hypothesis in “In the Know” on Friday.

[Fei-Fei Li @drfeifei]

https://t.co/l3mSj9Ur24

[Cathie Wood @CathieDWood]

I love engaging with brilliant entrepreneurs who are building and transforming the future. With thanks to @PeterDiamandis for bringing us all together, Moonshots LIVE will be out of this world!

[Cathie Wood @CathieDWood]

Tokenizing the ARK Venture Fund puts our conviction in the evolution, if not revolution, of capital markets into practice. Based on our research, tokenization has the potential to reshape fundamentally the way that investors access and participate in both private and public financial markets. Making the ARK Venture Fund available on chain is a natural extension of our mission to democratize access to technologically enabled disruptive innovation. Because it has built the regulated infrastructure to help make that vision a reality, we are excited to partner with @Securitize in taking this important step forward.

Fund holdings and information: https://t.co/Zx75GC6PMb

[Cathie Wood @CathieDWood]

Thank you for sharing your GrokPod demo with us today, @BrianRoemmele ! We loved it.

[Cathie Wood @CathieDWood]

Starship is off the charts!

[Cathie Wood @CathieDWood]

Indeed! $AMZN $META