Workflow
Cathie Wood
icon
Search documents
X @Cathie Wood
Cathie Wood· 2025-07-04 13:52
RT ARK Funds (@ARK_Funds)We believe ARKK’s rally is just getting started, with a mid-year market inflection fueling the recovery. While some worry that rapid gains signal a reversion, our Capital Markets Desk outlines why we see further upside through the 2nd half of 2025. Read.https://t.co/Nqstz6NCXS ...
X @Cathie Wood
Cathie Wood· 2025-07-04 00:32
Economic Factors - Productivity gains, new tax legislation, and AI's impact on the job market are forces that could potentially offset the drag of a rolling recession [1] Technological Impact - AI's impact on the job market is a key consideration [1] Policy Analysis - The interplay of policy, tech, and growth is complex and significant [1] Employment Trends - Employment trends are being analyzed in relation to economic and technological factors [1]
X @Cathie Wood
Cathie Wood· 2025-06-30 15:26
RT ARK Invest (@ARKInvest)Read @GrousARK's analysis here: https://t.co/GA9ZUG8q7V ...
X @Cathie Wood
Cathie Wood· 2025-06-29 00:20
Crypto Market & Investment - Bitcoin holders likely have a large percentage of their net worth in crypto, hindering mortgage qualification [1] - Some Bitcoin holders may shift Bitcoin to Coinbase as collateral for home loans [1] - Individuals with significant Bitcoin holdings often prefer self-custody, limiting the impact on centralized platforms [1] Bitcoin & Crypto Ethos - Centralized holdings go against the core principles of Bitcoin/crypto [1]
X @Cathie Wood
Cathie Wood· 2025-06-28 14:05
.@Pulte’s directive could bolster both crypto and housing significantly. I do not believe that the ramifications of this move are well-understood. Find @GrousARK’s early analysis in our ARK Disrupt newsletter on Monday at https://t.co/4GzS1p9lDa.Pulte (@pulte):After significant studying, and in keeping with President Trump’s vision to make the United States the crypto capital of the world, today I ordered the Great Fannie Mae and Freddie Mac to prepare their businesses to count cryptocurrency as an asset fo ...
X @Cathie Wood
Cathie Wood· 2025-06-28 13:52
Ah, got it. See the answer to this disconnect below.Frank Downing (@downingARK):I was a bit surprised by how well Claude Code is doing. Why give up a slick web UI for the command line?But in hindsight, it clicks.Devs live in the terminal. And the CLI gives far deeper access to local context and tools than a browser ever could.It’s a great reminder: ...
X @Cathie Wood
Cathie Wood· 2025-06-28 13:51
Fascinating! How can @GOOG be underperforming Anthropic on this metric? Google has so much of our personalized information and some of the best AI engineers in the world. What explains this disconnect?Frank Downing (@downingARK):Its funny to me that Claude does a better job of answering questions about my Gmail that Google's Gemini does.Latest versions of Gemini crush it on benchmarks and have heard annectodaly that they're great at coding, but real world use of the Gemini app has never matched up for ...
X @Cathie Wood
Cathie Wood· 2025-06-28 13:47
Competitive Advantage - The robotaxi market presents a winner-take-most opportunity in the US [1] - Tesla possesses major competitive advantages in the robotaxi market [1] - Tesla's crowdsourced fleet model, similar to Airbnb, allows owners to "opt in" for autonomous rides [2] - Waymo's robotaxi model requires partnerships and fleet control [2] Company Strategy - ARK Invest highlights distinctions between Waymo and Tesla in "The Brainstorm" [2]
X @Cathie Wood
Cathie Wood· 2025-06-27 17:53
RT ARK Funds (@ARK_Funds)Why is ARK excited about Neuralink? Because it’s not just theoretical anymore. In our latest webinar, @skorusARK explains how this brain-computer interface is delivering real-world impact today and details why we see major potential for its future.ARKVX: https://t.co/FjEkAZSUnB ...
X @Cathie Wood
Cathie Wood· 2025-06-27 17:52
RT ARK Funds (@ARK_Funds)A wave of new investors has doubled the ARK Venture Fund’s value, yet, as @PratherARK explains, our strategy remains the same: high-conviction investing, strong private company relationships, and a balanced public–private mix.ARKVX: https://t.co/FjEkAZSmy3 https://t.co/oXJUPrkU8o ...