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]

Hey guys, it's the holiday season, the best time of the year. Mommy and dad bought all kinds of nice things for you guys. We bought you guys some toys an avocado a lobster and an ice cream cone.And each one of you is something really special. Ammo. A Jetson Nano. A Jetson Nano.It's got 8 GB of memory tops of computational power. It runs all kinds of models. And for Christmas Kuba, for Christmas, mommy and daddy got you a Jetson Orin.I know. It's incredible. 67 trillion operations per second.64 GB. You could ...

Core Viewpoint - Recently, Huzhou Huasu Digital Energy Technology Co., Ltd. was established, focusing on the development and sales of intelligent robots and artificial intelligence applications [1] Company Summary - Huzhou Huasu Digital Energy Technology Co., Ltd. has a business scope that includes research and development of intelligent robots, sales of intelligent robots, development of artificial intelligence application software, and integration services for artificial intelligence industry applications [1] - The company is wholly owned by Huasu Technology (301157) through indirect shareholding [1] Industry Summary - The establishment of Huzhou Huasu Digital Energy Technology Co., Ltd. indicates a growing trend in the intelligent robotics and artificial intelligence sectors, highlighting the increasing investment and interest in these technologies [1]