Cathie Wood

Congratulations to El Salvador’s forward-thinking Ministry of Education. You are helping your students get on the right side of change. ARK Educate is happy to help!

History will look kindly, much more than kindly, on @elonmusk’s profound contributions to the US and to humanity. What were his haters thinking?

If I can code, you can code!

Cool.

Congratulations, @flyarcher! We are excited that US-based disruptive innovation is taking flight on the world stage in the Middle East now and will be at the LA Olympics in 2028.

We are witnessing the most profound technological transformations in history. This report takes our deep research from Big Ideas and translates it into investment decisions that challenge consensus thinking.

According to @ARKInvest’s research on nuclear energy led by @skorusARK, if government regulators had not interfered, electricity costs would be roughly 90% lower in the US than they are today.

In our view, $TSLA, $PLTR, $COIN, and $SHOP are at the tip of the spear as technologically-enabled innovation disrupts and displaces the old world in equity benchmarks. Benchmarks are likely to chase innovation at an accelerated rate in the years ahead.

Well deserved recognition, @brian_armstrong and @coinbase! While you probably agree that active managers should depend on fundamental research, not index providers, to screen for stocks, @ARKInvest is pleased that index-sensitive managers will be compelled to consider $COIN now.

If you would like to understand from a high level how crypto and AI are going to transform financial services and asset ownership over the next ten years, this podcast is one of the best we have done. Thank you @nikil and Alchemy!

While autonomous taxi networks and humanoid robots are likely to be the largest #AI applications during the next five and ten years, respectively, health care is likely to be the most profound. Thank you @NMDespotARK for thought leadership in the multiomics space!

What a breath of fresh air at the FDA! According to @NMDespotARK, health care analysts and investors are likely to be stunned by the pace of deregulation and and innovation at the FDA...which already has lessened the need for certain animal testing and randomized control studies.

Thank you, @MartyMakary and @VPrasadMDMPH, for setting the wayward financial markets straight with your X video post yesterday. @ARKInvest believes that your transparency and focus on life science as the most profound application of AI will transform health care. @NMDespotARK

Financial analysts in the health care space do not seem to understand how innovation will transform their sector. Indeed, many investors are shorting the innovators that will end chronic diseases and disrupt the traditional pharma and biotech space. Truth will win out.

While the market’s initial response to the appointment of @VPrasadMDMPH to head the CBER was negative, @ARKInvest believes that he will add even more credibility to the @US_FDA’s innovation mindset. The multiomics space is the most inefficiently priced part of the market.

In our view, EVs will continue to take share from gas powered vehicles globally, as they did throughout 2024 and the first quarter of 2025. Great perspective, @akaash_ARK!

Welcome to X, Art! You have come to the right place to set the record straight on tariffs, taxes, and other government policies, and to share your excitement about Bitcoin!

Couldn’t agree more.

In our view, three headwinds that have hampered non-benchmark innovation strategies during the last four years—record-breaking increase in interest rates, record-breaking equity market concentration, and record-breaking valuation—are turning into tailwinds!

I wonder how $MSFT and its enterprise clients are going to manage through this massive disruption. Palantir comes to mind. CEO Alex Karp believes that $PLTR will become the largest pure play enterprise AI software company in the world. I believe him.

If negotiations lead to lower global tariffs and lower non-tariff trade barriers, investors shorting the equity market now will be caught flat footed or worse. A global “tax cut” would be a very good thing.

The other side of a trade deficit is a capital surplus, which is a critical concept to understand.

Deliveries in two minutes? Cool.

Financial services revolution.

While the last two weeks of tariff turmoil have been challenging for financial markets, we see light at the end of the tunnel!

Counter to rumors that it is in disarray, the FDA is changing regulations to help streamline the drug development process with #AI. In our view, some of the most profound applications of AI will be in health care.

As Zerohedge notes, this swap spread is suggesting serious liquidity issues in the US banking system. This crisis is calling out for some kind of Mar-a-Lago Accord on free trade, in tandem with serious support from the Fed? No more time to waste. https://t.co/zyN7cXwizL

We are in the eye of the storm but, if President Trump cares about his legacy - which we know he does - or the midterm election campaign season - which will start this fall - then the last leg of this rolling recession is giving him and the Fed more degrees of freedom to pivot. In this ITK, I show in charts the rolling recession that started when the Fed jacked up interest rates 24-fold and threw one sector and demographic cohort after another into a rolling recession. The sectors that kept GDP afloat were the government and high-end consumers. While many think the recession is starting, we believe that most sectors are down, that the last …

Investors in the health care/multiomics space seem to be missing an impending shift from “sick care” to early diagnoses and cures, championed by Robert Kennedy and new HHS talent like Scott Steele. This shift could resuscitate ROIs in the biotech space significantly.

High praise for mimik from @Nvidia. Congratulations, @Fayarjomandi!