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
**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
**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/ARKInvest/status/1686900389965160448#m
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
Bingo!
nitter.moomoo.me/MetaLawMan/status/1680198474149625856#m (https://nitter.moomoo.me/MetaLawMan/status/1680198474149625856#m)
https://nitter.moomoo.me/CathieDWood/status/1680574812916269056#m
Profound.
nitter.moomoo.me/ARKInvest/status/1673685401649782784#m (https://nitter.moomoo.me/ARKInvest/status/1673685401649782784#m)
https://nitter.moomoo.me/CathieDWood/status/1674107970018213889#m
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
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
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/CathieDWood/status/1672283804122185728#m
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
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
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
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
**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
**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
**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
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
**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/skorusARK/status/1662209914905952257#m
**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/ARKInvest/status/1662149362749784070#m
**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/draecomino/status/1661829188201095168#m