Cathie Wood / @CathieDWood (RSS Feed)

Twitter feed for: @CathieDWood. Generated by nitter.moomoo.me

https://nitter.moomoo.me/CathieDWood

Public Key

npub1yqchcegnzsvwxe5d466ya3v9u6e3j859m2y8edr6c6hxnkt7y4wql7d4el

NIP-05 Address

https://nitter.moomoo.me/CathieDWood/rss@rsslay.nostr.moe

Profile Code

nprofile1qqszqvtuv5f3gx8rv6x6adzwckz7dvcer6za4zruk3avdtnfm9lz2hqpp4mhxue69uhkummn9ekx7mqpz3mhxue69uhhyetvv9ujuerpd46hxtnfduj5pryt

Publishing to

nos.lol

relay.damus.io

Author Public Key

npub1yqchcegnzsvwxe5d466ya3v9u6e3j859m2y8edr6c6hxnkt7y4wql7d4el

Show more details

Last Notes

2023-08-04 22:04:58

Episode 1 of the Bitcoin Brainstorm brings to life the profound impact that bitcoin is likely to have on humanity. By the end of it, truth be told, I had goosebumps. Thank you Rod @bitkite (https://nitter.moomoo.me/bitkite) and Yassine for hitting a home run in your first at-bat!
nitter.moomoo.me/yassineARK/status/1687202618400198661#m (https://nitter.moomoo.me/yassineARK/status/1687202618400198661#m)
https://nitter.moomoo.me/CathieDWood/status/1687585446237257728#m

2023-08-03 12:46:16

**RT @ARKInvest:**
Our brand new blog by @DMaguireARK (https://nitter.moomoo.me/DMaguireARK) on Artificial Intelligence and Precision Ag is now available. Read it here. ⬇️
nitter.moomoo.me/DMaguireARK/status/1686896528911208448#m (https://nitter.moomoo.me/DMaguireARK/status/1686896528911208448#m)
https://nitter.moomoo.me/ARKInvest/status/1687082454106918914#m

2023-08-03 00:42:48

**RT @ARKInvest:**
On this week's episode of The Brainstorm, our team weighed in on the possibility of a Room Temperature Superconductor, what we’re learning about ad spending from company earnings reports, and Sam Altman’s Worldcoin. Watch. arkinv.st/3Qw1UsW (https://arkinv.st/3Qw1UsW)
https://nitter.moomoo.me/pic/card_img%2F1686498428967321602%2F8Ft8VCaY%3Fformat%3Djpg%26name%3D800x320_1
https://nitter.moomoo.me/ARKInvest/status/1686900389965160448#m

2023-07-29 04:42:52

Brainstorm at its best! I learned so much from this amazing panel. Thank you Rod and Yassine for organizing it. Looking forward to sharing it with everyone on Thursday!
nitter.moomoo.me/bitkite/status/1685026756787359744#m (https://nitter.moomoo.me/bitkite/status/1685026756787359744#m)
https://nitter.moomoo.me/CathieDWood/status/1685148862430756866#m

2023-07-16 13:47:13

Bingo!
nitter.moomoo.me/MetaLawMan/status/1680198474149625856#m (https://nitter.moomoo.me/MetaLawMan/status/1680198474149625856#m)
https://nitter.moomoo.me/CathieDWood/status/1680574812916269056#m

2023-06-28 17:30:18

Profound.
nitter.moomoo.me/ARKInvest/status/1673685401649782784#m (https://nitter.moomoo.me/ARKInvest/status/1673685401649782784#m)
https://nitter.moomoo.me/CathieDWood/status/1674107970018213889#m

2023-06-23 17:03:48

We just finished another exciting brainstorm on #Tesla (https://nitter.moomoo.me/search?q=%23Tesla) 's planned Dojo ramp, its ramifications for FSD and Nvidia, the likelihood of a #bitcoin (https://nitter.moomoo.me/search?q=%23bitcoin) ETF, and the first topical gene therapy for a rare and debilitating skin disorder. Stay tuned for the summary discussion with Nick and…
nitter.moomoo.me/ARKInvest/status/1671866500418813954#m (https://nitter.moomoo.me/ARKInvest/status/1671866500418813954#m)
https://nitter.moomoo.me/CathieDWood/status/1672289363433013261#m

2023-06-23 16:50:17

If successful, this incredible ramp in compute will increase the odds that #Tesla (https://nitter.moomoo.me/search?q=%23Tesla) will be the first to roll out a nationwide autonomous taxi platform, which we believe is a winner-take-most #AI (https://nitter.moomoo.me/search?q=%23AI)-driven opportunity with SaaS-like margins.
nitter.moomoo.me/downingARK/status/1671987717553389568#m (https://nitter.moomoo.me/downingARK/status/1671987717553389568#m)
https://nitter.moomoo.me/CathieDWood/status/1672285959973421057#m

2023-06-23 16:41:43

Take a look at how severe this Fed tightening cycle has been compared to past tightening cycles, including the one in 1980-81 that crushed inflation. So far, unprecedented Fed tightening has broken the regional banks and commercial real estate. What will deflation destroy next?
https://nitter.moomoo.me/pic/media%2FFzUlLc9WwBINm9r.jpg
https://nitter.moomoo.me/CathieDWood/status/1672283804122185728#m

2023-06-09 02:46:36

Like you, I was early in my career when you nailed the platform shift that ushered in the internet age. Thank you, @pmarca (https://nitter.moomoo.me/pmarca), for your perspective and inspiration as AI catapults us into an even more profound platform shift that could transform the lives of everyone on earth.
nitter.moomoo.me/pmarca/status/1666112323713662977#m (https://nitter.moomoo.me/pmarca/status/1666112323713662977#m)
https://nitter.moomoo.me/CathieDWood/status/1667000211066044416#m

2023-06-09 01:51:16

Truth wins out!
nitter.moomoo.me/skorusARK/status/1666918748089884674#m (https://nitter.moomoo.me/skorusARK/status/1666918748089884674#m)
https://nitter.moomoo.me/CathieDWood/status/1666986286798757890#m

2023-06-04 03:21:22

Because of regulatory uncertainty, innovation seems to be leaving the US for more friendly regimes. Unfortunate. I believe it will become an election-year issue.
nitter.moomoo.me/downingARK/status/1664097553212751874#m (https://nitter.moomoo.me/downingARK/status/1664097553212751874#m)
https://nitter.moomoo.me/CathieDWood/status/1665197020238192640#m

2023-06-03 16:58:43

Adding another dimension to this month’s ITK, @downingARK (https://nitter.moomoo.me/downingARK) and @summerlinARK (https://nitter.moomoo.me/summerlinARK) \- ARK’s AI hardware and AI software analysts - offer research thoughts about the #AI (https://nitter.moomoo.me/search?q=%23AI) revolution, with history as a guide.
nitter.moomoo.me/ARKInvest/status/1664995423772200961#m (https://nitter.moomoo.me/ARKInvest/status/1664995423772200961#m)
https://nitter.moomoo.me/CathieDWood/status/1665040326841475077#m

2023-05-29 19:37:17

**Response to @CathieDWood:**
In our view, $TSLA (https://nitter.moomoo.me/search?q=%23TSLA) \- at 6X revenues - is the most obvious beneficiary of the recent breakthroughs in #AI (https://nitter.moomoo.me/search?q=%23AI), as it aims for an $8-10 trillion revenue TAM in autonomous mobility by 2030. But, based on our research for the last five to six years, @ARKInvest (https://nitter.moomoo.me/ARKInvest) sees dozens of AI winners!
https://nitter.moomoo.me/CathieDWood/status/1663268292729946132#m

2023-05-29 19:37:17

**Response to @CathieDWood:**
Other companies with visionary leaders, strong global distribution and, perhaps most important, large high-quality pools of proprietary data should be big #AI (https://nitter.moomoo.me/search?q=%23AI) winners, with revenues and earnings surprising significantly on the high side of expectations during the years ahead.
https://nitter.moomoo.me/CathieDWood/status/1663268291303882771#m

2023-05-29 19:37:17

**Response to @CathieDWood:**
Since 2014, @ARKInvest (https://nitter.moomoo.me/ARKInvest) has believed that Nvidia saw the AI future before most other chip companies, and now we believe it will continue to power the AI age. At 25X expected revenue for this year, however, $NVDA (https://nitter.moomoo.me/search?q=%23NVDA) is priced ahead of the curve.
https://nitter.moomoo.me/CathieDWood/status/1663268289944928263#m

2023-05-29 19:37:16

In 2014, most investors considered $NVDA (https://nitter.moomoo.me/search?q=%23NVDA), priced at ~$5, simply a PC gaming chip stock. In contrast, @ARKInvest (https://nitter.moomoo.me/ARKInvest)’s first principles research pointed to #Nvidia (https://nitter.moomoo.me/search?q=%23Nvidia) as the premier equity play on #AI (https://nitter.moomoo.me/search?q=%23AI). Now up ~80-fold, investors seem to think NVDA is the only AI play. It is not!
nitter.moomoo.me/wintonARK/status/1662190456913158144#m (https://nitter.moomoo.me/wintonARK/status/1662190456913158144#m)
https://nitter.moomoo.me/CathieDWood/status/1663268287520677889#m

2023-05-26 21:31:40

**RT @skorusARK:**
The Model Y is the best selling car in the world for Q1. And when the Cybertruck makes the headlines it can garner more search volume than the Model Y and from geographies that are more prone to truck purchases.
What will demand for Cybertruck be? ark-invest.com/articles/anal… (https://ark-invest.com/articles/analyst-research/what-will-demand-be-for-the-cybertruck/)
https://nitter.moomoo.me/pic/card_img%2F1662209895624585223%2F3OCjN_MJ%3Fformat%3Djpg%26name%3D800x419
https://nitter.moomoo.me/skorusARK/status/1662209914905952257#m

2023-05-26 17:31:03

**RT @ARKInvest:**
Entering its 3rd decade of operation, the ISS nears retirement, set for 2028 at the earliest. Listen as Amir Blachman & Michael López-Alegría join us to discuss @Axiom\_Space (https://nitter.moomoo.me/Axiom_Space)'s role in transitioning the ISS into the first commercial space station. arkinv.st/3WDkhNL (https://arkinv.st/3WDkhNL)
https://nitter.moomoo.me/pic/card_img%2F1661762831438454784%2Fz4LbBYH9%3Fformat%3Djpg%26name%3D800x419
https://nitter.moomoo.me/ARKInvest/status/1662149362749784070#m

2023-05-25 20:18:48

**RT @draecomino:**
With $NVDA (https://nitter.moomoo.me/search?q=%23NVDA) nearing $1T, everyone is now calling AI the next internet.
Who could have known? You could have – if you had read @ARKInvest (https://nitter.moomoo.me/ARKInvest)'s whitepaper on Deep Learning in 2017. Those exact words, six years before it happened:
research.ark-invest.com/deep… (https://research.ark-invest.com/deep-learning-white-paper)
https://nitter.moomoo.me/pic/media%2FFxAAkNOaYAAOd4d.jpg
https://nitter.moomoo.me/draecomino/status/1661829188201095168#m

2023-05-14 22:14:50

Very much appreciated, Maye. Your Mom would have loved it. Happy Mother’s Day to another special Mom!
nitter.moomoo.me/mayemusk/status/1657775084394762241#m (https://nitter.moomoo.me/mayemusk/status/1657775084394762241#m)
https://nitter.moomoo.me/CathieDWood/status/1657872122038063104#m

2023-05-14 21:35:34

Apple offers big calls options in payments and health care, BUT its base business is stagnating and its high-margin Apps platform could be disintermediated by ChatGPT plugins. Given these risks, $AAPL’s call options must work in a big way to justify this valuation.
nitter.moomoo.me/StockMKTNewz/status/1657795436034269191#m (https://nitter.moomoo.me/StockMKTNewz/status/1657795436034269191#m)
https://nitter.moomoo.me/CathieDWood/status/1657862241377738753#m

2023-05-13 01:04:31

**Response to @CathieDWood:**
Today, I congratulated the @USCMarshall (https://nitter.moomoo.me/USCMarshall) Class of 2023, suggesting disruptive technologies like AI and blockchain could transform the world more in the next 5-10 years than the PC, cellphone, and internet did in my investment lifetime during the 42 years. Go for it! Fight on.✌️🙏
https://nitter.moomoo.me/CathieDWood/status/1657190047756566529#m

2023-04-28 00:50:58

Congratulations to our friends @CBOE (https://nitter.moomoo.me/CBOE) on their 50th anniversary! And thank you for hosting @ARKInvest (https://nitter.moomoo.me/ARKInvest) in KC!
https://nitter.moomoo.me/pic/media%2FFuwyMafXsAIyZDf.jpg
https://nitter.moomoo.me/CathieDWood/status/1651750819786571776#m

2023-04-25 21:29:05

Look at the volume declines! The consumer is railing against higher prices. I have never seen declines of this magnitude in the unit volumes of “staples”. In our view, this short-sighted strategy to bolster margins will backfire, to the benefit of generics and store-brands.
nitter.moomoo.me/realMeetKevin/status/1650950186301284352#m (https://nitter.moomoo.me/realMeetKevin/status/1650950186301284352#m)
https://nitter.moomoo.me/CathieDWood/status/1650975239772282883#m

2023-04-12 23:57:29

**RT @ARKInvest:**
Tomorrow, we host some of the biggest names in crypto on our FYI Podcast. Get ready!
https://nitter.moomoo.me/pic/media%2FFtjUNrsWcAEC5TK.jpg
https://nitter.moomoo.me/ARKInvest/status/1646301545883893761#m

2023-04-07 18:58:04

After the bear market last year, perhaps equities are beginning to discount much lower interest rates. Pointing to lower real growth and inflation, the fixed income market seems to be ahead of the Fed, suggesting that equity valuations will not succumb to last year’s fears.
nitter.moomoo.me/GameofTrades\_/status/1644045020134244352#m (https://nitter.moomoo.me/GameofTrades_/status/1644045020134244352#m)
https://nitter.moomoo.me/CathieDWood/status/1644414254064234496#m

2023-04-07 18:30:17

Translating lower costs into lower prices accelerates the adoption of emerging technologies. Unfortunately, based on their experience with the mature ICE industry, many analysts conclude that lower prices are a sign of weakness, not the strength that Sam’s analysis illustrates.
nitter.moomoo.me/skorusARK/status/1644398459489796097#m (https://nitter.moomoo.me/skorusARK/status/1644398459489796097#m)
https://nitter.moomoo.me/CathieDWood/status/1644407261878419456#m

2023-04-07 18:13:56

Interesting and good analysis of an important topic. In a broader context, perhaps policy makers would respond better if we shifted messaging from “crypto” to “digital assets”, as Art Laffer suggests, and from defiant “DeFi” to “Internet Financial System”, as @cburniske (https://nitter.moomoo.me/cburniske) suggests.
nitter.moomoo.me/valkenburgh/status/1644346574665838593#m (https://nitter.moomoo.me/valkenburgh/status/1644346574665838593#m)
https://nitter.moomoo.me/CathieDWood/status/1644403145357893642#m

2023-04-03 22:42:37

I would love to see what this trio could do together to advance the world's research on electric vehicles @CorySteuben (https://nitter.moomoo.me/CorySteuben)@MKBHD (https://nitter.moomoo.me/MKBHD)@skorusARK (https://nitter.moomoo.me/skorusARK)!
nitter.moomoo.me/skorusARK/status/1642899297493499905#m (https://nitter.moomoo.me/skorusARK/status/1642899297493499905#m)
https://nitter.moomoo.me/CathieDWood/status/1643021213462036482#m

2023-03-13 12:41:40

**Response to @CathieDWood:**
Regulators have focused investors on the threat that crypto poses to users, but this weekend turned that theory upside down. As a single point of failure in the US banking system, SVB became the threat to stablecoins and the DeFi ecosystem when it broke Circle’s USDC peg to the $
https://nitter.moomoo.me/CathieDWood/status/1635259832075980802#m

2023-03-13 12:41:40

**Response to @CathieDWood:**
The Fed always follows the fixed income market. The bond market now is demanding that the Fed ease, dramatically.
https://nitter.moomoo.me/CathieDWood/status/1635259833787224064#m

2023-03-13 12:41:39

**Response to @CathieDWood:**
As a result, @yassineARK (https://nitter.moomoo.me/yassineARK) and the crypto team at @ARKInvest (https://nitter.moomoo.me/ARKInvest) are not surprised that #BTC (https://nitter.moomoo.me/search?q=%23BTC) and #ETH (https://nitter.moomoo.me/search?q=%23ETH) appreciated as US regional bank stocks imploded. Their blockchains are decentralized, transparent, and auditable. Banks are not and, in the last few days, have become less so.
https://nitter.moomoo.me/CathieDWood/status/1635259830159147009#m

2023-03-13 12:41:39

**Response to @CathieDWood:**
If the Fed continues to focus on lagging indicators like the CPI, and does not pivot in response to the deflationary forces telegraphed by the inverted yield curve, then this crisis will devour more regional banks and further centralize, if not nationalize, the US banking system.
https://nitter.moomoo.me/CathieDWood/status/1635259827902631939#m

2023-03-13 12:41:38

**Response to @CathieDWood:**
Many banks parked the COVID stimulus gusher in long term bonds at record low 1-2% interest rates, never expecting the Fed funds rate to surge a record-breaking 19-fold to 4.75% in less than a year. Now deposit outflows are forcing them to sell “safe” securities at losses.
https://nitter.moomoo.me/CathieDWood/status/1635259822630379520#m

2023-03-13 12:41:38

**Response to @CathieDWood:**
Deposits are leaving banks to take advantage of higher yields in money market and other funds. At Silicon Valley Bank, start-ups were responding to a drought in venture capital funding by draining deposits to fund their operations.
https://nitter.moomoo.me/CathieDWood/status/1635259824220024832#m

2023-03-13 12:41:38

**Response to @CathieDWood:**
Tonight the FDIC (Federal Deposit Insurance Corp) announced that all depositors, both insured and uninsured, at SVB and Signature Bank, will be made whole while equity and bond holders are wiped out. Why, I wonder, will equity and bond investors remain loyal to regional banks?
https://nitter.moomoo.me/CathieDWood/status/1635259826182955008#m

2023-03-13 12:41:36

US demand deposits - which make up the vast majority of M2 - have been falling since last August. Now we are seeing the consequences of the yield curve inversion that began last July, which I feared last September and described in the thread below. The inversion has worsened.
nitter.moomoo.me/CathieDWood/status/1574513481436520461#m (https://nitter.moomoo.me/CathieDWood/status/1574513481436520461#m)
https://nitter.moomoo.me/CathieDWood/status/1635259814292123649#m

2023-03-10 22:00:44

**RT @ARKInvest:**
A brand new episode of "In The Know" with @CathieDWood (https://nitter.moomoo.me/CathieDWood) is coming tonight! Subscribe to our YouTube channel to be notified when it goes live. piped.moomoo.me/channel/UCK-zlnU… (https://piped.moomoo.me/channel/UCK-zlnUfoDHzUwXcbddtnkg)
https://nitter.moomoo.me/pic/card_img%2F1633197148928917517%2Ff-lUAd4o%3Fformat%3Djpg%26name%3D420x420_2
https://nitter.moomoo.me/ARKInvest/status/1634313363063799808#m

2023-03-10 04:46:18

As Art Laffer postulates in his latest book, “Taxes Have Consequences”. Given Biden’s latest budget proposals, the great migration to low or no tax states like FL and TN and, in my view, to countries hungry for innovation in Asia and elsewhere is likely to accelerate.
nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m (https://nitter.moomoo.me/KobeissiLetter/status/1633879279917252608#m)
https://nitter.moomoo.me/CathieDWood/status/1634053040348053506#m

2023-03-09 00:49:53

Provocative. During the last few years, I have expressed my frustration with Google search, deeming it primitive AI, notwithstanding Alphabet’s DeepMind expertise. OpenAI/Microsoft’s ChatGPT is the “iPhone moment” of this decade, changing everything. Disruptive innovation!
nitter.moomoo.me/wintonARK/status/1633537244748468224#m (https://nitter.moomoo.me/wintonARK/status/1633537244748468224#m)
https://nitter.moomoo.me/CathieDWood/status/1633631156749910018#m

2023-03-03 05:27:43

On @CNBC this week, @SaraEisen asked if #Tesla is cutting prices in response to competition. After investor day, @skorusARK illustrated that Tesla is passing along drivetrain cost declines that will cut the price of the Model 3 in half to $25,000, undercutting competition!
nitter.moomoo.me/skorusARK/status/1631082501992075264#m
https://nitter.moomoo.me/CathieDWood/status/1631526746620084224#m

2023-03-01 16:20:13

**RT @ARKInvest:**
We're excited to welcome Daniel to the ARK team! Give him a follow!
nitter.moomoo.me/DMaguireARK/status/1630965281077055488#m
https://nitter.moomoo.me/ARKInvest/status/1630966176519004162#m

2023-02-23 16:57:37

**RT @ARKInvest:**
“Future historians could look back on this business cycle and say we can’t believe that all of these technologies were hitting critical stages of inflection at the same time.” - @wintonARK, Chief Futurist arkinv.st/3IQru86
https://nitter.moomoo.me/ARKInvest/status/1628801261603635201#m

2023-02-18 22:07:29

**RT @ARKInvest:**
Get caught up on everything #BigIdeas2023!
📰Report: arkinv.st/BigIdeas2023
📺In The Know: arkinv.st/3RNJYsH
🔊Podcast: arkinv.st/3JYGpOb
🖥️Technological Convergence Overview: arkinv.st/3IzzrOA
📺Artificial Intellig…
https://nitter.moomoo.me/ARKInvest/status/1627067305187508227#m

2023-02-18 05:03:38

One more thought: @ARKInvest has a five year investment time horizon. Now that the most brutal interest rate increase in history is near an end, growth stocks in general and innovation-based strategies in particular should make up for lost time.
nit…
https://nitter.moomoo.me/CathieDWood/status/1626809644197769216#m

2023-02-18 04:53:34

Thank you, @EricBalchunas, for defending active equity management. Upon hearing why I founded @ARKInvest in 2014, a friend who was not in the investment business said, “Oh, you mean the future of investing is investing in the future?” Yes! Pleas…
https://nitter.moomoo.me/CathieDWood/status/1626807111232413696#m

2023-02-18 04:30:00

Think about AI as the assembly line for knowledge workers! Roughly 100 years ago, the assembly line turbocharged the Industrial Revolution. Today, AI is turbocharging the digital revolution, not only for enterprises but also for consumers.
nitter.mo…
https://nitter.moomoo.me/CathieDWood/status/1626801179777765377#m

2023-02-18 04:23:29

Charlie Munger and many on Wall Street do not understand that passing along the lower costs associated with technologically-enabled innovation, in #Tesla’s case batteries and drivetrains, will cause a boom in unit demand, discrediting the Keynesia…
https://nitter.moomoo.me/CathieDWood/status/1626799541935648769#m

2023-02-17 21:01:13

**RT @cburniske:**
Seeing a mindset shift occur, both within #Bitcoin builders and users — people fired up. Fee market coming to life, and with that potentially the long term security model, not to mention creativity blooming. Love to see it ❤…
https://nitter.moomoo.me/cburniske/status/1626688240181972994#m