RT ARK Invest (@ARKInvest)🔔Media Alert🔔 ARK CEO/CIO @CathieDWood will join a variety of global media outlets while attending #FII9 in Riyadh. @FIIKSACatch her on:• @CNBC World with @dan_murphy – LIVE Tuesday, October 28 at 10am Riyadh / 3am ET• @cnni's @questCNN with @richardquest – Wednesday, October 29 at 11pm Riyadh / 4pm ET• @skynewsarabia with @LubnaSKY ...

RT BSCN (@BSCNews)Japan’s @Quantum_SKK2338 just became the largest non-US Ethereum treasury, after buying another $8M in ETH in one day. Backed by @CathieDWood 's @ARKInvest , the firm now leads Asia’s push into corporate crypto holdings. @FrancisBZhouhttps://t.co/LKkDYg1RXw ...

Core Viewpoint - Oklo's stock has experienced significant volatility, with a substantial increase in value followed by recent declines, raising concerns about its valuation and pre-revenue status [2][5]. Company Overview - Oklo is a California-based developer of advanced nuclear microreactors, specifically the Aurora Powerhouse, which is a modular 75 MWe fast reactor designed with passive safety features and capable of using recycled nuclear waste [3][4]. - The company aims to commercialize the Aurora reactor by 2027-2028, targeting data centers and other customers in need of reliable clean energy [3][8]. Financial Performance - In Q2 2025, Oklo reported a net loss of $24 million, compared to a loss of approximately $17.7 million in Q2 2024, with revenue remaining at $0 as the company is still in the pre-revenue stage [6]. - The operating loss was $28 million, which included $11.4 million in stock-based compensation, resulting in an EPS of roughly –$0.18, an improvement from –$0.27 a year ago [6][7]. - Cash burn was high, with $30.7 million used in operating activities year-to-date, ending the quarter with about $683 million in cash and marketable securities [7]. Market Position and Investor Sentiment - Oklo's market capitalization is valued at $18.5 billion, with shares increasing approximately 529% year-to-date, driven by investor enthusiasm for nuclear energy's role in the clean energy transition and AI applications [2][5]. - However, the stock has faced selling pressure, particularly after Cathie Wood's ARK Invest trimmed its holdings, contributing to a more than 15% drop in shares [5][9]. Recent Developments - Oklo has formed a strategic alliance with Newcleo and Blykalla to develop U.S. fuel fabrication infrastructure, with an investment of up to $2 billion to support fuel recycling and reactor programs [10]. - The company is also pursuing licensing, with a Phase 1 pre-application of Aurora at the DOE's Idaho National Lab underway, and an NRC license application expected by the end of 2025 [12]. Competitive Positioning - Oklo's technology aims to produce more fuel than it consumes and is designed for niche applications such as data centers and hospitals, differentiating it from peers like NuScale and TerraPower [4][13]. - The company is positioned in the advanced nuclear segment, benefiting from emerging federal and state support for nuclear innovation [13]. Analyst Ratings - The consensus rating for Oklo stock is a "Moderate Buy," with an average target price of $93, indicating about 30% downside potential [14]. - Analysts express caution regarding valuation risks, with some maintaining "Buy" ratings based on long-term potential despite short-term losses [15].

Crypto Holdings - Quantum_SKK2338 成为了美国以外最大的以太坊国库，单日购买了价值 800 万美元的 ETH [1] - 该公司在 Cathie Wood 的 ARKInvest 支持下，引领亚洲企业进入加密货币持有领域 [1] Market Influence - Quantum_SKK2338 引领亚洲企业进入加密货币持有领域 [1]

Japan’s @Quantum_SKK2338 just became the largest non-US Ethereum treasury, after buying another $8M in ETH in one day. Backed by @CathieDWood @ARKInvest , the firm now leads Asia’s push into corporate crypto holdings. @FrancisBZhouSponsoredhttps://t.co/LKkDYg2pN4 ...

Core Viewpoint - Elon Musk criticized proxy advisory firms ISS and Glass Lewis, labeling them as "corporate terrorists" for their recommendations against his $1 trillion pay package, which he argues undermines his leadership at Tesla [1][2]. Group 1: Musk's Criticism of Advisory Firms - Musk expressed discomfort with the influence of proxy advisory firms, stating they lack understanding and have excessive sway over shareholder decisions, particularly affecting passive investors like index funds [2][3]. - He argued that these firms do not have actual ownership and often vote based on political lines rather than shareholder interests, which he sees as a significant issue beyond just Tesla [3]. Group 2: Pay Package Details - The proposed pay package for Musk could amount to approximately $1 trillion over 10 years, contingent on meeting performance metrics, including increasing Tesla's market cap by over 500% to $8.5 trillion [6]. - ISS and Glass Lewis raised concerns about the size of Musk's pay package and its potential to dilute existing shareholders' holdings [7]. Group 3: Advisory Firms' Role - Advisory firms like ISS and Glass Lewis do not vote directly in shareholder meetings but provide recommendations that are analyzed by major institutional investors such as BlackRock, Vanguard, and State Street [4]. - A spokesperson for Glass Lewis emphasized that their role is to provide analysis and recommendations, leaving the final decision to Tesla shareholders [5].

Three months into the DAT revolution, we’re happy to support Japan’s first institutional-grade ETH DAT.Expanding access to innovation in global capital markets is key — thrilled to do this alongside @Quantum_SKK2338 and @FrancisBZhou.Francis B. Zhou (@FrancisBZhou):I’m proud to announce that we have accumulated 2365 ETH in just 7 days, officially making Quantum Solutions the largest ETH DAT outside the US. More ETH coming.Thanks for your support @CathieDWood @ARKInvest https://t.co/oOEnzVS9aL ...

💥BREAKING:The Federal Reserve is hosting its Payments Innovation Conference,Featuring top executives from Chainlink, BlackRock, Coinbase, Google Cloud, BNY Mellon, Circle, Paxos, Franklin Templeton, ARK Invest, Stripe, Fifth Third Bank, DolarApp, Lead Bank, Fireblocks, DRW, and JPM Kinexys. ...

Core Viewpoint - Investor Cathie Wood defends Tesla CEO Elon Musk's proposed $1 trillion pay package, arguing that the financial system enabling resistance to it is flawed, not the company itself [1] Group 1: Proxy Advisory Firms' Influence - Wood criticizes the significant influence of proxy advisory firms like Institutional Shareholder Services (ISS) and Glass-Lewis, which have recommended shareholders reject Musk's pay package during Tesla's upcoming annual meeting [2] - The recommendation from these firms is based on concerns that the pay package would dilute existing investors' shares and grant excessive flexibility to Tesla's board regarding Musk's performance goals [6] Group 2: Index Funds and Voting Power - Wood highlights the problematic relationship between proxy firms and index funds, which control a large number of shares and thus have substantial voting power despite not conducting fundamental research [3][4] - The three largest index funds—Vanguard, State Street, and BlackRock—hold over $2 trillion tracking the S&P 500 and do conduct extensive research for proxy voting decisions, contradicting Wood's assertion that index funds do no research [5] Group 3: ARK Invest's Position - Wood suggests that ISS and Glass-Lewis fail to recognize Tesla's potential, indicating a need to reconsider the voting power of index funds [7] - Tesla is a significant holding in ARK Invest's flagship ARK Innovation ETF, comprising about 12% of its $8 billion portfolio [7]

Isn’t it sad, if not damning, that institutional shareholders rely on proxy firms to tell them how they should vote?Index funds do no fundamental research, yet dominate institutional voting. Index-based investing is a form of socialism. Our investment system is broken.ARK Invest (@ARKInvest):Having previously called the Delaware court’s decision “un-American,” @CathieDWood continues to defend Elon Musk’s 2018 pay package and urges the appeals court to “do the right thing" in a new "The Brainstorm."Watch now ...