CathieDWood (Cathie Wood)
Verified Account
Bio: Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: bit.ly/1C5DBVL
Link: http://www.ark-invest.com
Location: New York, NY
Joined: 25th Feb 2014 (~2.1 tweets per day)
Verified Account
Bio: Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure: bit.ly/1C5DBVL
Link: http://www.ark-invest.com
Location: New York, NY
Joined: 25th Feb 2014 (~2.1 tweets per day)
5317 tweets | 202726 followers | following 334 | 1917 likes | 2427 lists | Unfollow | Hide Retweets | Mute | Block | Report Spam | To / From @CathieDWood
Wednesday 23rd December 2020
CathieDWood 
12:56
Doubtful. If it had been focused strategically, $AAPL should have put its head of AI in charge of its "autonomous" strategy 4-5 years ago, not last month. @karpathy joined forces with Elon in 2017. nishant_thukral/status/1341623003969245189 from Twitter for iPhone, retweeted 142 times, liked 1874 times
nishant_thukral 05:53
@CathieDWood The same way many people remember Apple as the "first-mover" in the smartphone space, it is possible that many people will remember Apple as the "first-mover" in the fully-autonomous self-driving space 10+ years post-launch of the Apple car. from Twitter for Mac, in reply to CathieDWood, liked 17 times
12:56Doubtful. If it had been focused strategically, $AAPL should have put its head of AI in charge of its "autonomous" strategy 4-5 years ago, not last month. @karpathy joined forces with Elon in 2017. nishant_thukral/status/1341623003969245189 from Twitter for iPhone, retweeted 142 times, liked 1874 times
nishant_thukral 05:53@CathieDWood The same way many people remember Apple as the "first-mover" in the smartphone space, it is possible that many people will remember Apple as the "first-mover" in the fully-autonomous self-driving space 10+ years post-launch of the Apple car. from Twitter for Mac, in reply to CathieDWood, liked 17 times
CathieDWood 05:48
As first mover, Apple still generates the bulk of profits in the smartphone space globally. In our view, Tesla could do the same in the #autonomous space, certainly in the US and perhaps elsewhere as well. from Twitter for iPhone, in reply to CathieDWood, retweeted 113 times, liked 2653 times
05:48As first mover, Apple still generates the bulk of profits in the smartphone space globally. In our view, Tesla could do the same in the #autonomous space, certainly in the US and perhaps elsewhere as well. from Twitter for iPhone, in reply to CathieDWood, retweeted 113 times, liked 2653 times
CathieDWood 05:48
#Tesla dropped $NVDA, not because its GPUs missed the move toward #autonomous, but because the design cycle of $GM, $BMW, & #TM was 4-5 years longer than that for Tesla. Catering to large auto manufacturers, Nvidia was not moving fast enough for Tesla. from Twitter for iPhone, in reply to CathieDWood, retweeted 104 times, liked 2024 times
05:48#Tesla dropped $NVDA, not because its GPUs missed the move toward #autonomous, but because the design cycle of $GM, $BMW, & #TM was 4-5 years longer than that for Tesla. Catering to large auto manufacturers, Nvidia was not moving fast enough for Tesla. from Twitter for iPhone, in reply to CathieDWood, retweeted 104 times, liked 2024 times
CathieDWood 05:48
#Tesla took a leaf from #Apple's business plan when it designed its own #AI chip. Apple designed its own smartphone chip when #QCOM was catering to Motorola, Nokia, and Ericsson, none of which understood that phones could and would become smart. from Twitter for iPhone, in reply to CathieDWood, retweeted 57 times, liked 1167 times
05:48#Tesla took a leaf from #Apple's business plan when it designed its own #AI chip. Apple designed its own smartphone chip when #QCOM was catering to Motorola, Nokia, and Ericsson, none of which understood that phones could and would become smart. from Twitter for iPhone, in reply to CathieDWood, retweeted 57 times, liked 1167 times
CathieDWood 05:48
Happily for $TSLA investors, @tim_cook missed the reincarnation of $AAPL when @elonmusk approached him while experiencing "production hell" with the Model3. An #EV is the ultimate mobile device. from Twitter for iPhone, retweeted 827 times, liked 8196 times
05:48Happily for $TSLA investors, @tim_cook missed the reincarnation of $AAPL when @elonmusk approached him while experiencing "production hell" with the Model3. An #EV is the ultimate mobile device. from Twitter for iPhone, retweeted 827 times, liked 8196 times
Tuesday 15th December 2020
CathieDWood 02:02
Follow the open source developers! cburniske/status/1338315193709826048 from Twitter for iPhone, retweeted 144 times, liked 1547 times
cburniske 02:49 14/12/20
Each layer-1's developer community over time: pic.twitter.com/Qos4lta8v3 from Twitter Web App, retweeted 133 times, liked 625 times
02:02Follow the open source developers! cburniske/status/1338315193709826048 from Twitter for iPhone, retweeted 144 times, liked 1547 times
cburniske 02:49 14/12/20
Each layer-1's developer community over time: pic.twitter.com/Qos4lta8v3 from Twitter Web App, retweeted 133 times, liked 625 times
Thursday 10th December 2020
CathieDWood 05:49
RT @wintonARK:
Great piece.
coindesk.com/cathie-wood-mo…
@jeffwilser spent a lot of time learning about @ARKInvest and captures a lot here from Twitter for iPhone, retweeted 90 times, originally tweeted 03:39
05:49RT @wintonARK:
Great piece.
coindesk.com/cathie-wood-mo…
@jeffwilser spent a lot of time learning about @ARKInvest and captures a lot here from Twitter for iPhone, retweeted 90 times, originally tweeted 03:39
Saturday 5th December 2020
CathieDWood 23:38
RT @ARKInvest:
ARK Weekly
Tesla Human Driven Ride-Hail blog: arkinv.st/36IsAPZ
Big Data, Analytics, Snowflake podcast: arkinv.st/36JtZWB
Webinar Sign Up: arkinv.st/3gex8AE
ARK Twitter List: arkinv.st/36ImRK3
ITK with Cathie Wood: 
arkinv.st/3lKS8jE from Twitter Web App, retweeted 62 times, originally tweeted 15:02
23:38RT @ARKInvest:
ARK Weekly
Tesla Human Driven Ride-Hail blog: arkinv.st/36IsAPZBig Data, Analytics, Snowflake podcast: arkinv.st/36JtZWBWebinar Sign Up: arkinv.st/3gex8AEARK Twitter List: arkinv.st/36ImRK3ITK with Cathie Wood: arkinv.st/3lKS8jE from Twitter Web App, retweeted 62 times, originally tweeted 15:02CathieDWood 01:21
RT @ARKInvest:
Episode 10 of "In the Know" with Cathie Wood is now available! Watch as @CathieDWood talks about the employment report, innovation, fiscal policy, provides market commentary, and much more. Watch!
: arkinv.st/3lGBIJm pic.twitter.com/eDJmsqmZYO from Twitter Web App, retweeted 71 times, originally tweeted 00:15
01:21
RT @ARKInvest:
Episode 10 of "In the Know" with Cathie Wood is now available! Watch as @CathieDWood talks about the employment report, innovation, fiscal policy, provides market commentary, and much more. Watch!
: arkinv.st/3lGBIJm pic.twitter.com/eDJmsqmZYO from Twitter Web App, retweeted 71 times, originally tweeted 00:15Tuesday 1st December 2020
CathieDWood 14:58
RT @ARKInvest:
Previously, we have detailed the tactical advantages Tesla would enjoy if it were to launch a vertically integrated ride-hail service. Now, we detail the strategic logic of Tesla launching that service. Don't miss our brand new blog by analyst @TashaARK! arkinv.st/2JofsXu from Twitter Web App, retweeted 132 times, originally tweeted 14:05
14:58RT @ARKInvest:
Previously, we have detailed the tactical advantages Tesla would enjoy if it were to launch a vertically integrated ride-hail service. Now, we detail the strategic logic of Tesla launching that service. Don't miss our brand new blog by analyst @TashaARK! arkinv.st/2JofsXu from Twitter Web App, retweeted 132 times, originally tweeted 14:05
Monday 30th November 2020
CathieDWood 19:14
RT @ARKInvest:
Next Tuesday is our #mARKetUpdate webinar which means it's time to ask ARK! What questions do you have for @CathieDWood & the ARK Team? Reply with your question & #AskARK. We'll get to as many as we can in a video response & in the webinar!
Sign up: arkinv.st/36nuVjd pic.twitter.com/SHfzpuP592 from Twitter Web App, retweeted 29 times, originally tweeted 19:13
19:14
RT @ARKInvest:
Next Tuesday is our #mARKetUpdate webinar which means it's time to ask ARK! What questions do you have for @CathieDWood & the ARK Team? Reply with your question & #AskARK. We'll get to as many as we can in a video response & in the webinar!
Sign up: arkinv.st/36nuVjd pic.twitter.com/SHfzpuP592 from Twitter Web App, retweeted 29 times, originally tweeted 19:13
Friday 27th November 2020
CathieDWood 03:35
RT @ARKInvest:
Among the many lessons 2020 has taught us, one is of gratitude. On this Thanksgiving, we are grateful for all of you for following the ARK team and being part of our journey. Happy Thanksgiving!
pic.twitter.com/1lemHDpHQd from Twitter for iPhone, retweeted 25 times, originally tweeted 18:20 26/11/20
03:35
RT @ARKInvest:
Among the many lessons 2020 has taught us, one is of gratitude. On this Thanksgiving, we are grateful for all of you for following the ARK team and being part of our journey. Happy Thanksgiving!
pic.twitter.com/1lemHDpHQd from Twitter for iPhone, retweeted 25 times, originally tweeted 18:20 26/11/20Sunday 22nd November 2020
CathieDWood 17:25
RT @OrbitHigher:
ark-invest.com/articles/analy…
This is a great article on $SQ valuation by @ARKInvest Thanks @CathieDWood and @mfriedrichARK
Really great insight! from Twitter for iPhone, retweeted 54 times, originally tweeted 04:01
17:25RT @OrbitHigher:
ark-invest.com/articles/analy…
This is a great article on $SQ valuation by @ARKInvest Thanks @CathieDWood and @mfriedrichARK
Really great insight! from Twitter for iPhone, retweeted 54 times, originally tweeted 04:01
Thursday 19th November 2020
CathieDWood 04:48
RT @ARKInvest:
A big thank you to @Fwiz & @AdamPBry for joining @CathieDWood and the ARK team for yesterday's #BIS2020 Vol. III! If you missed our conversations on Gaming, Drones & The Digital Economy - innovations we believe are gaining traction - watch the replay here! arkinv.st/3lH8lHG from Twitter for iPhone, retweeted 31 times, originally tweeted 15:43 18/11/20
04:48RT @ARKInvest:
A big thank you to @Fwiz & @AdamPBry for joining @CathieDWood and the ARK team for yesterday's #BIS2020 Vol. III! If you missed our conversations on Gaming, Drones & The Digital Economy - innovations we believe are gaining traction - watch the replay here! arkinv.st/3lH8lHG from Twitter for iPhone, retweeted 31 times, originally tweeted 15:43 18/11/20
Tuesday 17th November 2020
CathieDWood 21:17
RT @ARKInvest:
China cracks down on internet platform businesses in response to their monopolistic behavior. ARK's newest analyst @YCuiARK (give him a follow!) weighs in: ark-invest.com/newsletters/is… YCuiARK/status/1328777099583377410 from Twitter Web App, retweeted 12 times, originally tweeted 21:13
YCuiARK 19:08
See our latest newsletter for a quick take on China's antitrust measures from last week. Expect more oversight to come. #antitrust #BABA #ANT #Tencent ark-invest.com/newsletters/is… from Twitter for iPhone, retweeted once, liked 37 times
21:17RT @ARKInvest:
China cracks down on internet platform businesses in response to their monopolistic behavior. ARK's newest analyst @YCuiARK (give him a follow!) weighs in: ark-invest.com/newsletters/is… YCuiARK/status/1328777099583377410 from Twitter Web App, retweeted 12 times, originally tweeted 21:13
YCuiARK 19:08See our latest newsletter for a quick take on China's antitrust measures from last week. Expect more oversight to come. #antitrust #BABA #ANT #Tencent ark-invest.com/newsletters/is… from Twitter for iPhone, retweeted once, liked 37 times
Monday 16th November 2020
CathieDWood 15:02
RT @ARKInvest:
ARK believes that during tumultuous times, innovation gains traction. What about gaming, drones & the digital economy? Join us 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰 to learn about that & more from YouTube's Ryan Wyatt, Skydio's Adam Bry & ARK CEO/CIO @CathieDWood!
Register: ark-invest.brand.live/c/bis2020-vol-3 pic.twitter.com/TnB7cmv09w from Twitter Web App, retweeted 33 times, originally tweeted 14:58
15:02
RT @ARKInvest:
ARK believes that during tumultuous times, innovation gains traction. What about gaming, drones & the digital economy? Join us 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰 to learn about that & more from YouTube's Ryan Wyatt, Skydio's Adam Bry & ARK CEO/CIO @CathieDWood!
Register: ark-invest.brand.live/c/bis2020-vol-3 pic.twitter.com/TnB7cmv09w from Twitter Web App, retweeted 33 times, originally tweeted 14:58
Thursday 12th November 2020
CathieDWood 14:54
RT @ARKInvest:
YouTube's Ryan Wyatt (@Fwiz), Skydio's @AdamPBry, ARK's @CathieDWood. We're excited to announce this exciting lineup for #BIS2020 Q&A video conference! These experts aim to answer your questions on gaming, drones, the markets, innovation & more!
Sign up: ark-invest.brand.live/c/bis2020-vol-3 pic.twitter.com/XA02EXj0xF from Twitter Web App, retweeted 24 times, originally tweeted 14:52
14:54
RT @ARKInvest:
YouTube's Ryan Wyatt (@Fwiz), Skydio's @AdamPBry, ARK's @CathieDWood. We're excited to announce this exciting lineup for #BIS2020 Q&A video conference! These experts aim to answer your questions on gaming, drones, the markets, innovation & more!
Sign up: ark-invest.brand.live/c/bis2020-vol-3 pic.twitter.com/XA02EXj0xF from Twitter Web App, retweeted 24 times, originally tweeted 14:52
Monday 9th November 2020
CathieDWood 12:40
The next "FANGs" are being birthed in the genomic revolution! sbarnettARK/status/1325563159168634887 from Twitter for iPhone, retweeted 184 times, liked 1575 times
sbarnettARK 22:17 08/11/20
Current TAM ($B) output of our ongoing multi-cancer #screening model -- which will become open-sourced.
In a nutshell, a $750 ASP unlocks the market, but a $600 ASP could begin transforming the #cancer mortality curve. pic.twitter.com/jlpl9CSUyQ from Twitter Web App, retweeted 16 times, liked 196 times
12:40The next "FANGs" are being birthed in the genomic revolution! sbarnettARK/status/1325563159168634887 from Twitter for iPhone, retweeted 184 times, liked 1575 times
sbarnettARK 22:17 08/11/20
Current TAM ($B) output of our ongoing multi-cancer #screening model -- which will become open-sourced.
In a nutshell, a $750 ASP unlocks the market, but a $600 ASP could begin transforming the #cancer mortality curve. pic.twitter.com/jlpl9CSUyQ from Twitter Web App, retweeted 16 times, liked 196 times
Friday 6th November 2020
CathieDWood 18:29
RT @skorusARK:
Tesla's rate of innovation is pretty amazing.
The competition makes compromises to hit a certain price point and then is stuck there until 3-4 years later when they come out with a new car. Tesla is a moving target. pic.twitter.com/ZxpQifflx4 from Twitter for iPhone, retweeted 104 times, originally tweeted 14:55
18:29
RT @skorusARK:
Tesla's rate of innovation is pretty amazing.
The competition makes compromises to hit a certain price point and then is stuck there until 3-4 years later when they come out with a new car. Tesla is a moving target. pic.twitter.com/ZxpQifflx4 from Twitter for iPhone, retweeted 104 times, originally tweeted 14:55
Tuesday 3rd November 2020
CathieDWood 18:07
RT @ARKInvest:
Next Tuesday (Nov. 10) is our November #mARKetUpdate webinar, which means it's time to Ask ARK! What questions do you have for @CathieDWood & our analysts? Reply using #AskARK & we'll get to as many as we can in a video, as well as the webinar.
Register: zoom.us/webinar/regist… from Twitter Web App, retweeted 22 times, originally tweeted 18:01
18:07RT @ARKInvest:
Next Tuesday (Nov. 10) is our November #mARKetUpdate webinar, which means it's time to Ask ARK! What questions do you have for @CathieDWood & our analysts? Reply using #AskARK & we'll get to as many as we can in a video, as well as the webinar.
Register: zoom.us/webinar/regist… from Twitter Web App, retweeted 22 times, originally tweeted 18:01
Sunday 18th October 2020
CathieDWood 15:52
In our research, which we give away as a service, we aim to surface and highlight the risks that are increasing in both growth and value benchmarks. If we are correct, exponential growth in the digital world will "Amazon" industries and sectors during the next 10 years. daniel_toloko/status/1317011469406400512 from Twitter for iPhone, retweeted 151 times, liked 1456 times
daniel_toloko 07:56 16/10/20
@ARKInvest Seems like some people forgot how to be humble. Let's see how ark invest performs over the next 10 years from Twitter for Android, in reply to ARKInvest, liked 27 times
15:52In our research, which we give away as a service, we aim to surface and highlight the risks that are increasing in both growth and value benchmarks. If we are correct, exponential growth in the digital world will "Amazon" industries and sectors during the next 10 years. daniel_toloko/status/1317011469406400512 from Twitter for iPhone, retweeted 151 times, liked 1456 times
daniel_toloko 07:56 16/10/20@ARKInvest Seems like some people forgot how to be humble. Let's see how ark invest performs over the next 10 years from Twitter for Android, in reply to ARKInvest, liked 27 times
CathieDWood 03:14
Make that 47 years, incredible. The rubber band continues to stretch! deadnsyde/status/1317530557526454272 from Twitter for iPhone, retweeted 15 times, liked 521 times
deadnsyde 18:18 17/10/20
@CathieDWood Hi Cathie, Im a big fan of yours & really appreciate how u & everyone @ Ark is so transparent in what stocks youre investing in & the reasons why. I watched the video where u said "manufacturing is on fire" and was curious what websites u use to pull the stats? Thx from Twitter Web App, retweeted 5 times, liked 173 times
03:14Make that 47 years, incredible. The rubber band continues to stretch! deadnsyde/status/1317530557526454272 from Twitter for iPhone, retweeted 15 times, liked 521 times
deadnsyde 18:18 17/10/20@CathieDWood Hi Cathie, Im a big fan of yours & really appreciate how u & everyone @ Ark is so transparent in what stocks youre investing in & the reasons why. I watched the video where u said "manufacturing is on fire" and was curious what websites u use to pull the stats? Thx from Twitter Web App, retweeted 5 times, liked 173 times
CathieDWood 03:07
The Philly Fed Index, the first October gauge of US manufacturing economic activity, showed that new orders were the strongest since 1973. New orders have not been this strong in 37 years. deadnsyde/status/1317530557526454272 from Twitter for iPhone, retweeted 143 times, liked 1197 times
deadnsyde 18:18 17/10/20
@CathieDWood Hi Cathie, Im a big fan of yours & really appreciate how u & everyone @ Ark is so transparent in what stocks youre investing in & the reasons why. I watched the video where u said "manufacturing is on fire" and was curious what websites u use to pull the stats? Thx from Twitter Web App, retweeted 5 times, liked 173 times
03:07The Philly Fed Index, the first October gauge of US manufacturing economic activity, showed that new orders were the strongest since 1973. New orders have not been this strong in 37 years. deadnsyde/status/1317530557526454272 from Twitter for iPhone, retweeted 143 times, liked 1197 times
deadnsyde 18:18 17/10/20@CathieDWood Hi Cathie, Im a big fan of yours & really appreciate how u & everyone @ Ark is so transparent in what stocks youre investing in & the reasons why. I watched the video where u said "manufacturing is on fire" and was curious what websites u use to pull the stats? Thx from Twitter Web App, retweeted 5 times, liked 173 times
Saturday 17th October 2020
CathieDWood 01:06
Erin go Bragh! GrousARK/status/1316404350542020610 from Twitter for iPhone, retweeted 3 times, liked 162 times
GrousARK 15:43 14/10/20
An example:
here is a creator in what I would describe as a very niche space: combining Guinness beer and other beverages.
He has 160K followers on TikTok. Impressive!
Only 2.5K subscribers on YouTube, and 7K on Instagram. Not so impressive.
This is commonplace today. pic.twitter.com/dmFitAVta4 from Twitter Web App, in reply to GrousARK, retweeted 3 times, liked 35 times
01:06Erin go Bragh! GrousARK/status/1316404350542020610 from Twitter for iPhone, retweeted 3 times, liked 162 times
GrousARK 15:43 14/10/20An example:
here is a creator in what I would describe as a very niche space: combining Guinness beer and other beverages.
He has 160K followers on TikTok. Impressive!
Only 2.5K subscribers on YouTube, and 7K on Instagram. Not so impressive.
This is commonplace today. pic.twitter.com/dmFitAVta4 from Twitter Web App, in reply to GrousARK, retweeted 3 times, liked 35 times
Thursday 15th October 2020
CathieDWood 03:10
Passive investing is unlikely to keep pace with the exponential growth of the five innovation platforms and 14 technologies evolving today. In our view, S&P is depriving benchmark-sensitive investors of some of the most important investment opportunities in the world, like $TSLA. from Twitter for iPhone, in reply to CathieDWood, retweeted 132 times, liked 1074 times
03:10Passive investing is unlikely to keep pace with the exponential growth of the five innovation platforms and 14 technologies evolving today. In our view, S&P is depriving benchmark-sensitive investors of some of the most important investment opportunities in the world, like $TSLA. from Twitter for iPhone, in reply to CathieDWood, retweeted 132 times, liked 1074 times
CathieDWood 03:10
Passive and benchmark-sensitive investing is contributing to the most massive misallocation of capital in history. Investing in companies because of their past successes risks putting the US at a serious competitive disadvantage to countries like China. from Twitter for iPhone, in reply to CathieDWood, retweeted 70 times, liked 672 times
03:10Passive and benchmark-sensitive investing is contributing to the most massive misallocation of capital in history. Investing in companies because of their past successes risks putting the US at a serious competitive disadvantage to countries like China. from Twitter for iPhone, in reply to CathieDWood, retweeted 70 times, liked 672 times
CathieDWood 03:10
The S&P 500 and the NASDAQ are populating their benchmarks increasingly with the "value traps" created by innovation, stocks that are cheap for a reason. Innovation is disintermediating and/or disrupting the biggest companies in traditional benchmarks. from Twitter for iPhone, in reply to CathieDWood, retweeted 21 times, liked 234 times
03:10The S&P 500 and the NASDAQ are populating their benchmarks increasingly with the "value traps" created by innovation, stocks that are cheap for a reason. Innovation is disintermediating and/or disrupting the biggest companies in traditional benchmarks. from Twitter for iPhone, in reply to CathieDWood, retweeted 21 times, liked 234 times
CathieDWood 03:10
Disruptive innovation is another way of saying "creative destruction". @ARKInvest typically researches the "Big Ideas" that will transform the way the world works. In "Bad Ideas", we highlight the likely victims. ARKInvest/status/1316483578189012992 from Twitter for iPhone, retweeted 182 times, liked 1427 times
ARKInvest 20:58 14/10/20
As technologies emerge & transform entire industries, investors in traditional benchmarks may face more risk than ever before. Don't miss our brand-new white paper highlighting the "Bad Ideas" investors should avoid over the long-term!
: arkinv.st/3k0a1Lu pic.twitter.com/3OEmpr3lcj from HubSpot, retweeted 257 times, liked 1457 times
03:10Disruptive innovation is another way of saying "creative destruction". @ARKInvest typically researches the "Big Ideas" that will transform the way the world works. In "Bad Ideas", we highlight the likely victims. ARKInvest/status/1316483578189012992 from Twitter for iPhone, retweeted 182 times, liked 1427 times
ARKInvest 20:58 14/10/20As technologies emerge & transform entire industries, investors in traditional benchmarks may face more risk than ever before. Don't miss our brand-new white paper highlighting the "Bad Ideas" investors should avoid over the long-term!
: arkinv.st/3k0a1Lu pic.twitter.com/3OEmpr3lcj from HubSpot, retweeted 257 times, liked 1457 timesMonday 12th October 2020
CathieDWood 19:29
RT @MarketRebels:
Free Webinar Today: We're thrilled to have ARK Investment Management's @CathieDWood joining us for today's Rebellion Roundtable! She will be alongside @JonNajarian @PeteNajarian and the rest of the Market Rebellion team. from Twitter Web App, retweeted 12 times, originally tweeted 14:53
19:29RT @MarketRebels:
Free Webinar Today: We're thrilled to have ARK Investment Management's @CathieDWood joining us for today's Rebellion Roundtable! She will be alongside @JonNajarian @PeteNajarian and the rest of the Market Rebellion team. from Twitter Web App, retweeted 12 times, originally tweeted 14:53
Wednesday 7th October 2020
CathieDWood 12:26
RT @psidart:
@ARKInvest @CathieDWood AP/status/1313779904098586627 from Twitter for iPhone, retweeted 8 times, originally tweeted 12:22
AP 09:55
BREAKING: Nobel Prize in chemistry goes to Emmanuelle Charpentier and Jennifer Doudna for developing a method for genome editing. apne.ws/mtddaG8 from SocialFlow, retweeted 487 times, liked 2087 times
12:26RT @psidart:
@ARKInvest @CathieDWood AP/status/1313779904098586627 from Twitter for iPhone, retweeted 8 times, originally tweeted 12:22
AP 09:55BREAKING: Nobel Prize in chemistry goes to Emmanuelle Charpentier and Jennifer Doudna for developing a method for genome editing. apne.ws/mtddaG8 from SocialFlow, retweeted 487 times, liked 2087 times
Tuesday 6th October 2020
CathieDWood 18:31
We've been informed of fraudulent YouTube channels & websites posing as @ARKInvest & @CathieDWood. ARK will NEVER use YouTube, Twitter, IG or any social media to solicit money, including bitcoin. We encourage you to report any account that may impersonate ARK or our affiliates. from HubSpot, retweeted 341 times, liked 2689 times
18:31We've been informed of fraudulent YouTube channels & websites posing as @ARKInvest & @CathieDWood. ARK will NEVER use YouTube, Twitter, IG or any social media to solicit money, including bitcoin. We encourage you to report any account that may impersonate ARK or our affiliates. from HubSpot, retweeted 341 times, liked 2689 times
CathieDWood 16:43
RT @ARKInvest:
Next Tuesday is our October #mARKetUpdate webinar, which means it's time to ask ARK! What questions do you have for @CathieDWood & our analysts? Reply using #askARK & we'll get to as many questions as we can in a video & the webinar!
Webinar Sign Up: arkinv.st/3jBFeUR pic.twitter.com/wfSqTlC9TF from HubSpot, retweeted 29 times, originally tweeted 16:40
16:43
RT @ARKInvest:
Next Tuesday is our October #mARKetUpdate webinar, which means it's time to ask ARK! What questions do you have for @CathieDWood & our analysts? Reply using #askARK & we'll get to as many questions as we can in a video & the webinar!
Webinar Sign Up: arkinv.st/3jBFeUR pic.twitter.com/wfSqTlC9TF from HubSpot, retweeted 29 times, originally tweeted 16:40
Monday 28th September 2020
CathieDWood 18:34
RT @ARKInvest:
#ARKDisrupt | Issue 241 is live! In this week's edition: Wright's Law and Tesla, Amazon's Luna and gaming, Apple Watch and COVID-19 detection, ARM's New X1 Chip, and more!
: arkinv.st/2HyTakp pic.twitter.com/e5ZYSeyFXh from HubSpot, retweeted 43 times, originally tweeted 18:31
18:34
RT @ARKInvest:
#ARKDisrupt | Issue 241 is live! In this week's edition: Wright's Law and Tesla, Amazon's Luna and gaming, Apple Watch and COVID-19 detection, ARM's New X1 Chip, and more!
: arkinv.st/2HyTakp pic.twitter.com/e5ZYSeyFXh from HubSpot, retweeted 43 times, originally tweeted 18:31CathieDWood 14:37
@elonmusk Ah yes. Thanks for flagging. I meant the $25,000 car which some are calling the Model 2, as shown in our ARK Disrupt Weekly Newsletter this morning. ark-invest.com/explore-ark-in… pic.twitter.com/pxqNjEz0nk from Twitter for iPhone, in reply to elonmusk, retweeted 32 times, liked 848 times
14:37
@elonmusk Ah yes. Thanks for flagging. I meant the $25,000 car which some are calling the Model 2, as shown in our ARK Disrupt Weekly Newsletter this morning. ark-invest.com/explore-ark-in… pic.twitter.com/pxqNjEz0nk from Twitter for iPhone, in reply to elonmusk, retweeted 32 times, liked 848 times
CathieDWood 02:06
The auto industry has not enjoyed exponential growth in roughly 100 years. EVs have entered exponential growth territory that will last for the next five to ten years. from Twitter for iPhone, in reply to CathieDWood, retweeted 230 times, liked 2167 times
02:06The auto industry has not enjoyed exponential growth in roughly 100 years. EVs have entered exponential growth territory that will last for the next five to ten years. from Twitter for iPhone, in reply to CathieDWood, retweeted 230 times, liked 2167 times
CathieDWood 02:06
According to @skorusARK's battery research, #EV sales will scale nearly 20-fold from roughly 1.8 million last year to 35 million, 40% of total global auto sales, during the next five to six years. from Twitter for iPhone, in reply to CathieDWood, retweeted 211 times, liked 2014 times
02:06According to @skorusARK's battery research, #EV sales will scale nearly 20-fold from roughly 1.8 million last year to 35 million, 40% of total global auto sales, during the next five to six years. from Twitter for iPhone, in reply to CathieDWood, retweeted 211 times, liked 2014 times
CathieDWood 02:06
Analysts following $TSLA should be expert in energy storage, robotics, artificial intelligence, and software-as-service. While they are expert at the internal combustion engine, traditional auto analysts are not equipped to analyze EVs, particularly $TSLA. from Twitter for iPhone, in reply to CathieDWood, retweeted 221 times, liked 1981 times
02:06Analysts following $TSLA should be expert in energy storage, robotics, artificial intelligence, and software-as-service. While they are expert at the internal combustion engine, traditional auto analysts are not equipped to analyze EVs, particularly $TSLA. from Twitter for iPhone, in reply to CathieDWood, retweeted 221 times, liked 1981 times
CathieDWood 02:06
According to Wright's Law, for every cumulative doubling in the number of EVs produced, costs will drop by 28%, suggesting that EV prices will drop below those of gas powered vehicles on a like-for-like basis during the next two years. from Twitter for iPhone, in reply to CathieDWood, retweeted 137 times, liked 1519 times
02:06According to Wright's Law, for every cumulative doubling in the number of EVs produced, costs will drop by 28%, suggesting that EV prices will drop below those of gas powered vehicles on a like-for-like basis during the next two years. from Twitter for iPhone, in reply to CathieDWood, retweeted 137 times, liked 1519 times
CathieDWood 02:06
Traditional auto analysts are analyzing a mature industry in which lower prices signal trouble: higher inventories and lower sales. Led by #Tesla, electric vehicles (EVs) are in their infancy, and BECAUSE of lower costs and prices, are moving into exponential growth trajectory. from Twitter for iPhone, in reply to CathieDWood, retweeted 124 times, liked 1575 times
02:06Traditional auto analysts are analyzing a mature industry in which lower prices signal trouble: higher inventories and lower sales. Led by #Tesla, electric vehicles (EVs) are in their infancy, and BECAUSE of lower costs and prices, are moving into exponential growth trajectory. from Twitter for iPhone, in reply to CathieDWood, retweeted 124 times, liked 1575 times
CathieDWood 02:06
Predictably, when @elonmusk announced at Battery Day last week that $TSLA would cut the price of a Model 3 to $25,000, several financial analysts panicked, downgrading the stock and/or cutting their price targets. In our view, traditional financial analysts have missed the mark. from Twitter for iPhone, retweeted 1016 times, liked 11746 times
02:06Predictably, when @elonmusk announced at Battery Day last week that $TSLA would cut the price of a Model 3 to $25,000, several financial analysts panicked, downgrading the stock and/or cutting their price targets. In our view, traditional financial analysts have missed the mark. from Twitter for iPhone, retweeted 1016 times, liked 11746 times
Tuesday 22nd September 2020
CathieDWood 02:25
As @sbarnettARK elucidates in this extensive tweet thread, $ILMN - with 85-90% share of the DNA sequencing market - is entering a crowded molecular diagnostic testing market and will be competing with its customers, a questionable strategy. sbarnettARK/status/1308096551810719744 from Twitter for iPhone, retweeted 15 times, liked 186 times
sbarnettARK 17:31 21/09/20
Though not exhaustive, here's a list of GRAIL's comps. Please feel free to suggest others:
Screening: Thrive Earlier Detection, Freenome, Exact Sciences, Guardant Health (GH)
Rx Optimization: Invitae (NVTA), Natera (NTRA), GH, Veracyte, Tempus, Roche
MRD: NVTA, NTRA, GH, Roche from Twitter Web App, in reply to sbarnettARK, retweeted 4 times, liked 23 times
02:25As @sbarnettARK elucidates in this extensive tweet thread, $ILMN - with 85-90% share of the DNA sequencing market - is entering a crowded molecular diagnostic testing market and will be competing with its customers, a questionable strategy. sbarnettARK/status/1308096551810719744 from Twitter for iPhone, retweeted 15 times, liked 186 times
sbarnettARK 17:31 21/09/20Though not exhaustive, here's a list of GRAIL's comps. Please feel free to suggest others:
Screening: Thrive Earlier Detection, Freenome, Exact Sciences, Guardant Health (GH)
Rx Optimization: Invitae (NVTA), Natera (NTRA), GH, Veracyte, Tempus, Roche
MRD: NVTA, NTRA, GH, Roche from Twitter Web App, in reply to sbarnettARK, retweeted 4 times, liked 23 times
CathieDWood 02:11
With my apology to $GS, which was not monitoring the order book before it filled. That said, I do believe that our $GS sales trading contact, with whom we interacted many times for updates, should have explained the difference between Dutch and Unified auctions. Lessons learned. from Twitter for iPhone, in reply to CathieDWood, retweeted twice, liked 165 times
02:11With my apology to $GS, which was not monitoring the order book before it filled. That said, I do believe that our $GS sales trading contact, with whom we interacted many times for updates, should have explained the difference between Dutch and Unified auctions. Lessons learned. from Twitter for iPhone, in reply to CathieDWood, retweeted twice, liked 165 times
CathieDWood 02:11
I stand corrected: $U did a Unified auction, not a Dutch auction, something completely new to me. With thanks both to my compliance team and to a long time professional friend, Lise Buyer, Partner at Class V Group LLC, for steering me correctly. CathieDWood/status/1307900853895016449 from Twitter for iPhone, retweeted 12 times, liked 276 times
CathieDWood 04:33 21/09/20
Equity Dutch auctions were designed to democratize initial public offerings. In 2014, I founded @ARKInvest to help democratize investing in the innovation space. Despite best intentions, this week $U went public in a Dutch auction sponsored by $GS that we believe missed the mark. from Twitter for iPhone, retweeted 58 times, liked 657 times
02:11I stand corrected: $U did a Unified auction, not a Dutch auction, something completely new to me. With thanks both to my compliance team and to a long time professional friend, Lise Buyer, Partner at Class V Group LLC, for steering me correctly. CathieDWood/status/1307900853895016449 from Twitter for iPhone, retweeted 12 times, liked 276 times
CathieDWood 04:33 21/09/20Equity Dutch auctions were designed to democratize initial public offerings. In 2014, I founded @ARKInvest to help democratize investing in the innovation space. Despite best intentions, this week $U went public in a Dutch auction sponsored by $GS that we believe missed the mark. from Twitter for iPhone, retweeted 58 times, liked 657 times
Monday 21st September 2020
CathieDWood 11:50
Didn't $ILMN take its ownership of #GRAIL down from 100% to 14% at a much lower valuation to avoid competing with its customers? sbarnettARK/status/1307992406659411968 from Twitter for iPhone, retweeted 12 times, liked 146 times
sbarnettARK 10:37
It's now official: Illumina is acquiring GRAIL for $7.1 billion in a cash + stock transaction. I'll be discussing my take as well as the potential pros and cons in a thread later today.
(
): google.com/amp/s/www.wsj.… from Twitter for iPhone, retweeted 16 times, liked 95 times
11:50Didn't $ILMN take its ownership of #GRAIL down from 100% to 14% at a much lower valuation to avoid competing with its customers? sbarnettARK/status/1307992406659411968 from Twitter for iPhone, retweeted 12 times, liked 146 times
sbarnettARK 10:37It's now official: Illumina is acquiring GRAIL for $7.1 billion in a cash + stock transaction. I'll be discussing my take as well as the potential pros and cons in a thread later today.
(
): google.com/amp/s/www.wsj.… from Twitter for iPhone, retweeted 16 times, liked 95 timesCathieDWood 04:33
.@GrousARK has done some of the most provocative and differentiated research on #gaming in the financial services industry. We are excited to share our forthcoming blogs and white papers during the next few months. from Twitter for iPhone, in reply to CathieDWood, retweeted 11 times, liked 210 times
04:33.@GrousARK has done some of the most provocative and differentiated research on #gaming in the financial services industry. We are excited to share our forthcoming blogs and white papers during the next few months. from Twitter for iPhone, in reply to CathieDWood, retweeted 11 times, liked 210 times
CathieDWood 04:33
I am sure that $GS disclosed this twist in many documents, but it never apprised us despite discussions with its sales traders of our clear desire to gain exposure to $U. Did $GS's highest revenue generating customers get the word? I don't want to be in that club. Just wondering. from Twitter for iPhone, in reply to CathieDWood, retweeted 7 times, liked 167 times
04:33I am sure that $GS disclosed this twist in many documents, but it never apprised us despite discussions with its sales traders of our clear desire to gain exposure to $U. Did $GS's highest revenue generating customers get the word? I don't want to be in that club. Just wondering. from Twitter for iPhone, in reply to CathieDWood, retweeted 7 times, liked 167 times
CathieDWood 04:33
Apparently, $GS introduced a Dutch auction twist that did not require it to inform those who had committed to a price above the "range" that the range had changed, unless the "indicated price range" had increased by 20%+. Excuse me? from Twitter for iPhone, in reply to CathieDWood, retweeted 5 times, liked 125 times
04:33Apparently, $GS introduced a Dutch auction twist that did not require it to inform those who had committed to a price above the "range" that the range had changed, unless the "indicated price range" had increased by 20%+. Excuse me? from Twitter for iPhone, in reply to CathieDWood, retweeted 5 times, liked 125 times
CathieDWood 04:33
Some of us who placed bids above the initial 40-44 indicated range, and then raised our bids above the revised 44-48 range, assuming that our bids would be filled, learned the hard way that we would receive nothing. Very few things surprise me in this business, but this one did. from Twitter for iPhone, in reply to CathieDWood, retweeted 4 times, liked 111 times
04:33Some of us who placed bids above the initial 40-44 indicated range, and then raised our bids above the revised 44-48 range, assuming that our bids would be filled, learned the hard way that we would receive nothing. Very few things surprise me in this business, but this one did. from Twitter for iPhone, in reply to CathieDWood, retweeted 4 times, liked 111 times
CathieDWood 04:33
Equity Dutch auctions were designed to democratize initial public offerings. In 2014, I founded @ARKInvest to help democratize investing in the innovation space. Despite best intentions, this week $U went public in a Dutch auction sponsored by $GS that we believe missed the mark. from Twitter for iPhone, retweeted 58 times, liked 657 times
04:33Equity Dutch auctions were designed to democratize initial public offerings. In 2014, I founded @ARKInvest to help democratize investing in the innovation space. Despite best intentions, this week $U went public in a Dutch auction sponsored by $GS that we believe missed the mark. from Twitter for iPhone, retweeted 58 times, liked 657 times
Sunday 20th September 2020
CathieDWood 15:04
According to @skorusARK research, other companies focused on EVs are three to four years behind $TSLA in battery technology already. The question is whether these breakthroughs will help #Tesla pull away even faster. from Twitter for iPhone, in reply to CathieDWood, retweeted 64 times, liked 657 times
15:04According to @skorusARK research, other companies focused on EVs are three to four years behind $TSLA in battery technology already. The question is whether these breakthroughs will help #Tesla pull away even faster. from Twitter for iPhone, in reply to CathieDWood, retweeted 64 times, liked 657 times
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