Free research on 5 key disruptive innovation themes we invest in: AI, robotics, biotech, energy storage, & blockchain. Disclosure: https://xitter.twitterapi.xyz/t.co/7lwRaEv61H
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Don’t chase what was. Own what’s next. Big Ideas 2026.
Download now: ark-invest.com/big-ideas-202…
Meet @varshikaARK, our Fintech Research Analyst tracking how digital wallets are reshaping banking, lending, and investing. She loves to read every reply so leave a comment below!
ARK research Cathie Wood cites in ITK estimates humanoid robots could become a $26 trillion opportunity over the next 10 to 15 years, with robotaxis, at $10 trillion, likely arriving even sooner.
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Memory chip prices have skyrocketed. In @CathieDWood's view, massive AI-driven software deflation is being undercounted in the consumer price index and producer price index, and she hopes the Federal Reserve is paying attention.
@CathieDWood says the surface looks like a sweep, but ballot initiatives point to a more balanced result, including no wealth tax in California. She says the Iran war and oil inflation angered voters across party lines.
Congress looks like a Democrat sweep, but ballot measures on taxes leaned the other way. What was the real message of the midterms?
61%Affordability
21%Anti-incumbent
5%Party loyalty
13%Foreign policy
366 votes • Final resultsWhether a Republican or Democrat holds the White House, the S&P 500 Index has generally risen in the year after a midterm election. @CathieDWood shows the history back to 1958 and points out that even 1987, the year of a 22% one-day decline, finished higher.
Why she believes this one fits the pattern, in this month's In The Know.
youtube.com/watch?v=Pk3XgEYG…
“What I’m saying right now probably won’t get a lot of clicks, but it should.” @CathieDWood on the new In The Know pushing back on data center headlines. She says electricity price concerns are real, but argues other fears are overstated.
"It’s not a circular revenue problem, but it is a revenue quality problem.” @arakharazian of @tryramp tells @skorusARK why the top 1% of AI spenders are mostly venture capital-backed tech companies, and why they could all pull back at once.
Tesla’s AI Spend Could Go From $7B To $225B
We published our 2031 Tesla valuation. @TashaARK and @DMaguireARK walk through what changed from our 2029 valuation and why.
@arakharazian of @tryramp shares data showing AI spend is concentrated, with 1% of businesses driving 80% of it. He calls that a crack in the AI thesis. @wintonARK pushes back on the research on The Brainstorm.
ark-invest.com/podcast/the-b…
“I think the market will be surprised on the profitability potential of these businesses.” @downingARK on what compute costs vs the revenue it generates, and why he believes reported gross and operating margins at the frontier are stronger than the market gives credit for.
In 1914, the world’s first commercial flight went from St. Petersburg to Tampa in 23 minutes. One passenger, a $400 ticket (over $10k today). On October 30, @jobyaviation flew that route in an electric vertical takeoff and landing (eVTOL) aircraft. @DMaguireARK was on the ground.
@CathieDWood pulled this chart back to 1790. At ~5%, we are sitting near the midpoint of American history, though higher than during long stretches of it. In our view, the anomaly was not today. It was everything from the 1970s through COVID, which she traces to the moment the US closed the gold window in 1971 and “all hell broke loose.” An entire generation of investors learned that rates only go down. That was the exception, not the rule.
A college paper on solar panel prices introduced him to Wright's Law. Googling Wright's Law introduced him to ARK. Meet @JozefARK, AI & Cloud Research Analyst.
Where does the 10-year Treasury yield go from here?
25%Above 6%
37%Stays near 5%
24%Back below 4%
14%Not sure
366 votes • Final results