BREAKING: Elon Musk says working will be “optional” in less than 20 years because of AI and robotics. https://t.co/USWdkXa1VH ...

ELON MUSK: “Tesla leads the world in real-world AI. We’re building Optimus — a robot so capable that everyone will want their own C-3PO/R2-D2. https://t.co/fmN2zp5YUP ...

Elon Musk said“Energy is the true currency…Bitcoin is based on energy.”But working will be 'optional' in the next few decades because of AI and robotics… https://t.co/SpiMrdotYr ...

Core Insights - Cathie Wood, head of Ark Investment Management, has made a significant investment of approximately $56 million in Alphabet (GOOG) stock, indicating her interest in megacap tech companies when she sees value [1][7] - The Ark Innovation ETF, which focuses on high-growth tech companies, has experienced substantial volatility, with a year-to-date return of about 38%, outperforming the S&P 500's 16.45% gain [2] - Over the past 12 months, the Ark Innovation ETF has faced net outflows of roughly $1.3 billion, reflecting investor concerns about its performance [4][6] Investment Strategy - Wood's investment strategy targets emerging high-tech companies in sectors such as artificial intelligence, blockchain, biomedical technology, and robotics, which she believes will drive long-term growth despite their volatility [4] - The Ark Innovation ETF has seen significant losses, with an estimated $7 billion in investor wealth wiped out from 2014 to 2024, making it one of the largest wealth destroyers among mutual funds and ETFs [5] Market Performance - As of November 26, the Ark Innovation ETF has a five-year annualized return of -6.18%, significantly underperforming the S&P 500's 15.28% annualized return over the same period [3] - Despite the challenges, Wood remains optimistic about the potential of AI, arguing that it is not in a bubble and that large corporations will eventually capitalize on productivity gains from AI [6]

JUST IN: Elon Musk says working will be 'optional' in less than 20 years because of AI and robotics. https://t.co/l3S5kl5HBB ...

Core Insights - There is significant hype surrounding artificial intelligence (AI), automation, and robotics, but the real-world applications are still being determined. Symbotic's growth and traction stand out in this speculative environment [1] - Following a strong Q4 fiscal 2025 earnings report and an optimistic Q1 2026 forecast, Symbotic's stock has seen a substantial rise. The focus is on whether Symbotic will set the standard in modern warehouse and supply chain transformation [2] Financial Performance - Symbotic's revenue for fiscal 2025 reached $2.247 billion, marking a 26% increase from the previous year [4] - The company reported significant increases in adjusted EBITDA, free cash flow, and adjusted gross profit margin in its Q4 earnings. It has a backlog of orders totaling approximately $22.5 billion [5][10] Clientele and Market Position - Symbotic has secured multi-year contracts with major companies such as Walmart, Target, and C&S Wholesale, indicating strong market demand for its systems [6] - The appeal of Symbotic's solutions is heightened by labor shortages and the need for cost reductions among major suppliers and retailers [7] Strategic Partnerships and Global Expansion - A partnership with SoftBank is facilitating Symbotic's entry into global markets, starting with Europe and Asia, which will test the company's execution capabilities [8] Research and Development - The company faces challenges related to high research and development costs, which are essential for maintaining a competitive edge. While overall expenses have increased, they have not outpaced revenue growth [11]

Core Viewpoint - Growth ETFs provide a diversified investment option for long-term capital appreciation by focusing on companies with above-average earnings and revenue growth potential [1][2]. Group 1: Vanguard Growth ETF - The Vanguard Growth ETF (VUG) tracks the CRSP US Large Cap Growth Index, focusing on large U.S. companies in technology and consumer cyclical sectors [4]. - It has an expense ratio of 0.04% and has generated average annual returns of approximately 17.4% over the past decade [5][4]. - A $5,000 investment could potentially grow to over $24,000 in ten years if past performance continues [5]. Group 2: Invesco QQQ Trust - The Invesco QQQ Trust (QQQ) tracks the Nasdaq-100 index, heavily weighted towards technology, with an expense ratio of 0.20% [9]. - It has outperformed the S&P 500 with total returns of around 456% over the last decade, translating to an annualized return of 19.6% [12]. - A $5,000 investment in QQQ could be worth more than $29,000 in ten years if the performance trend continues [12]. Group 3: Schwab U.S. Large-Cap Growth ETF - The Schwab U.S. Large-Cap Growth ETF (SCHG) tracks the Dow Jones U.S. Large-Cap Growth Total Stock Market Index and has a low expense ratio of 0.04% [13]. - It boasts a 10-year annualized return of 18.18%, with a $5,000 investment potentially growing to over $26,000 in a decade [16]. - The ETF holds 197 stocks, with significant exposure to megacap companies like Nvidia, Microsoft, and Apple [15][13].

It’s quite possible that robotics eventually hyperdeflates the cost of physical products, too.Then the physical premium will disappear like the digital divide did. https://t.co/DHbzhr6L7l https://t.co/ztTkfRFimj ...

Group 1 - The future of social media interaction is expected to shift predominantly towards video content, with real-time video comprehension and generation becoming the norm, while text will remain a smaller but higher-value component [2][4] - The platform X (formerly Twitter) aims to create a global town square for diverse forms of communication, including text, images, and video, while adhering to local laws without bias [3][4] - X has approximately 600 million monthly users, with spikes during major global events, indicating a significant engagement level among readers [1][2] Group 2 - The convergence of technologies from SpaceX, Tesla, and XAI is anticipated, particularly in the development of solar-powered AI satellites, which could harness solar energy effectively [9][10] - Starlink, a satellite internet service, operates thousands of satellites in low-Earth orbit, providing low-latency, high-speed internet globally, especially beneficial in rural areas where traditional internet services are lacking [11][12] - The system's design allows for robust connectivity even in disaster-stricken areas, as it can maintain service without reliance on ground-based infrastructure [12][13] Group 3 - The discussion on the future of work suggests that advancements in AI and robotics may lead to a scenario where working becomes optional within the next 10 to 20 years, fundamentally changing societal structures [15][16] - The potential for a universal high income (UHI) could alter urbanization trends, as people may choose to live in less polluted rural areas rather than congested cities [14][15] - The concept of money may evolve or diminish in relevance as AI and robotics fulfill human needs, leading to a future where energy becomes the primary currency [21][22] Group 4 - The U.S. faces significant debt challenges, with interest payments exceeding military budgets, and the only viable solution may lie in the productivity gains from AI and robotics [23][24] - A prediction indicates that within three years, the output of goods and services may surpass inflation rates, potentially leading to deflation and lower interest rates [24] - The conversation suggests that the advancement of AI has not yet significantly impacted productivity to counteract inflation, but this is expected to change in the near future [23][24]

Core Insights - Goldman Sachs has updated its 10-year forecast for global equities, projecting the S&P 500 to return 6.5% annually, which is below the global average of 7.7% annually [1][2] - Asian and emerging-market stocks are expected to outperform, with projected annual returns of 10.3% and 10.9% respectively in local currency, and 12.6% and 12.8% when measured in U.S. dollars [2] Vanguard FTSE Pacific ETF - The Vanguard FTSE Pacific ETF tracks 2,300 companies in Asia, primarily in Japan, Australia, and Korea, with significant exposure to financial, industrial, and consumer discretionary sectors [4] - Over the past decade, the S&P 500 returned 288%, while the Vanguard FTSE Pacific ETF returned only 105% [4][5] - The ETF has a low expense ratio of 0.07%, making it a cost-effective option for gaining exposure to Asian equities [5] Vanguard FTSE Emerging Markets ETF - The Vanguard FTSE Emerging Markets ETF measures around 6,000 companies in emerging markets, focusing on China, Taiwan, and India, with heavy investments in technology, financial, and consumer discretionary sectors [8] - Similar to the Pacific ETF, the S&P 500 outperformed the Vanguard FTSE Emerging Markets ETF over the last decade, achieving a total return of 288% compared to the ETF's 106% [8][9] - This ETF also has a modest expense ratio of 0.07%, providing an affordable way to invest in emerging markets [9] Investment Strategy Considerations - Despite the potential for Asian and emerging-market stocks to outperform, there is a strong recommendation to maintain a larger portion of investment in U.S. stocks, particularly the S&P 500 index fund, due to its historical performance [10][12] - Past forecasts by Goldman Sachs have been overly conservative, as seen in their 2015 prediction for the S&P 500, which underestimated actual returns [11][12]