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Cathie Wood· 2025-09-19 12:52
RT ARK Funds (@ARK_Funds)Catch the new "Fund mARKet Update Webinar,” out now! In the September edition, @CathieDWood and our research and investment team answer questions around Robinhood, Elon Musk, DATs, portfolio insights, and more.Watch ⬇️ ...
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Cathie Wood· 2025-09-12 03:09
Industry Focus - CRISPR gene editing represents a significant biology breakthrough with substantial potential value [1] - ARK Invest believes one-time cures can be a good business, contrary to many analysts' opinions [1] Market Opportunity - Cardiovascular disease is the world's leading cause of death [1] - CRISPR-based therapies targeting lipid metabolism genes could reshape prevention and open a ~$2.8 trillion market [1] Companies Mentioned - Companies mentioned include $CRSP, $NTLA, $BEAM, and $PRME [1]
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Cathie Wood· 2025-09-11 02:11
RT Brian Roemmele (@BrianRoemmele)🖤https://t.co/OQtToQC9Mz ...
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Cathie Wood· 2025-09-10 19:56
Coding reimagined.Amjad Masad (@amasad):Longer Autonomous Runs.Agent 3 is 10x more autonomous than V2, capable of handling much more complex builds by detecting and fixing errors on its own.You can track the progress of your build with Live Monitoring on your phone, freeing you up to focus on other creative work. https://t.co/0cXxGEu6NW ...
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Cathie Wood· 2025-09-10 19:54
Given the stats in this thread, @Replit’s Agent 3 is delivering profound coding performance gains. Another “full self-driving” moment!Amjad Masad (@amasad):AI agents can prototype apps… But shipping real software takes hours of testing, debugging, and refactoring.Agent 3 is 10× more autonomous — it keeps going where others get stuck.The “Full Self-Driving” moment of software. https://t.co/z66nxQKieO ...
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Cathie Wood· 2025-09-10 19:33
🙏Elon Musk (@elonmusk):The shot looked real bad, but I sure hope Charlie makes it somehow ...
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Cathie Wood· 2025-09-10 19:30
RT ARK Invest (@ARKInvest)📍All-In Summit 2025 with @CathieDWood@theallinpod #allinsummit https://t.co/vcTpqpRNrK ...
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Cathie Wood· 2025-09-08 12:59
RT ARK Funds (@ARK_Funds)Exciting news—the ARK Venture Fund hit $250M in AUM!Access to private companies was traditionally limited to the ultra-wealthy. Not anymore. We're opening the door to innovation.ARKVX: https://t.co/FjEkAZSmy3 https://t.co/8AZsBkjRKD ...
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Cathie Wood· 2025-09-07 05:20
Market Analysis & Economic Outlook - ARK Invest anticipates a productivity-driven boom that should reverse the duration of unemployment [1] - The current unemployment duration is higher than its peak in cycles before 2008-09, suggesting a need for lower interest rates [1] - ARK Invest sees parallels between today's market and the '90s, characterized by a weak labor market but emerging tech cycle [1] Technological Innovation & Growth - AI and energy innovation are identified as potential drivers for the next US expansion, similar to how the internet sparked growth in the '90s [1]
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Cathie Wood· 2025-09-06 22:49
Industry Trend - The Trump Administration aims to recover and regain control over the nuclear and energy sectors, viewing energy as a catalyst for economic activity [1] - The US has lost its competitive advantage in nuclear enrichment due to regulatory actions over the past 50 years [1] Risk Assessment - The US now possesses virtually no commercial enrichment capacity [1] - Without investment in nuclear enrichment, US AI dominance and energy independence are at risk, according to ARK Invest [1]