AI
Whether a Republican or Democrat holds the White House, the S&P 500 Index has generally risen in the year after a midterm election. @CathieDWood shows the history back to 1958 and points out that even 1987, the year of a 22% one-day decline, finished higher. Why she believes youtube.com Cathie Wood: Did The Market Overreact To The Election? | In The Know After one of the roughest market weeks in recent memory, Cathie Woo...
7 replies·13 reposts·103 likes·98.2K views
AI
“What I’m saying right now probably won’t get a lot of clicks, but it should.” @CathieDWood on the new In The Know pushing back on data center headlines. She says electricity price concerns are real, but argues other fears are overstated.
37 replies·74 reposts·559 likes·46.7K views
AI
"It’s not a circular revenue problem, but it is a revenue quality problem.” @arakharazian of @tryramp tells @skorusARK why the top 1% of AI spenders are mostly venture capital-backed tech companies, and why they could all pull back at once.
3 replies·4 reposts·13 likes·15.7K views
AI
Tesla’s AI Spend Could Go From $7B To $225B We published our 2031 Tesla valuation. @TashaARK and @DMaguireARK walk through what changed from our 2029 valuation and why.
14 replies·32 reposts·179 likes·59.1K views