The robots will never appreciate you as much as I do Cathie! Great work.

This is so important viedo for people 🎉

Ms. Cathie you look absolutely beautiful in this video. I'm sure it's the extra confidence you exude in this video. You are my hero. Thank you for your good work and educating the people 🤌🏾🤌🏾

Thank you Cathie. These videos are very helpful. Please keep making them as often as possible.

Cathie, watching your presentation on AI and the summation of the markets was just magnificent. Thank you and please keep them coming.

Remember that she made a video on "defaang'd" suggesting faang stocks had been disrupted when they had actually bottomed out. Now, those stocks have rebounded magnificently but her investors did not benefit a little bit from the AI advancement. Ironically, she took that as a win as it becomes clear that AI which is one of the innovation themes in her fund will disrupt many industries.

Frank and Will added a lot to your usual ITK monthly videos! All terrific info. I’m a big ARK investor (all ETFs) and independent Tesla investor. Looking forward to some exciting years ahead!

Thank you very much Cathie and ARK team❤

Cathy your explanations are excellent, in all areas of the economy & Ai etc. Keep up the good work ,😊

Thank you Cathie & ARK team

It's always nice to hear you speaking about the market. Thank you Cathie!

Cathy is so fit it makes me self conscious..I'm 53..wish I was in that shape!!😂

notes for my future reference: The transitions in computing architecture over time are discussed, with a focus on the ongoing shift towards AI. The roles of hardware and software providers during these shifts are compared, noting that while hardware providers typically benefit initially, software and services companies generate more long-term revenue at higher margins. The potential of AI to increase productivity is emphasized, particularly among knowledge workers. It is suggested that by 2030, AI could generate over $100 trillion in value via productivity gains, with software companies capturing between 10-25% of this value. The contact center industry is highlighted as an example where AI can improve productivity, reduce costs, and enhance customer experiences. Companies like Tesla, Meta Platforms, and Google have designed their own AI chips, while Nvidia's hardware has received a high revenue multiple. Significant productivity gains are anticipated from AI, and stronger demand for AI is expected as companies seek to reduce costs. The video also delves into various economic indicators and market trends, including potential decreases in inflation, changes in monetary and fiscal policies, and the rapid decrease in AI training costs, among others. Contradictory economic indicators suggest a potential turning point in the economy. Moreover, the video explores the financial identity, MV = PQ, which describes the relationship between money supply, the rate of money turnover, and nominal GDP. It is suggested that a possible decrease in the velocity of money, due to the Regional Bank crisis, could lead to disappointing GDP growth. It is noted that cryptocurrencies, such as Bitcoin and Ether, have become "flight to safety" vehicles, comparable to gold. It is suggested that as AI grows more crucial, innovation may also be viewed as a flight to safety, potentially accelerating technological change.

Cathie! I will be your gimp for 50,000 a year and invest it all into ARKK. Please and thank you.

Great insight as always. Thank you Cathy

I think Woz has the best insight on AI. thanks Cathy, super interesting as always.

Awesome work 👌 thanks 🙏

Love it , future is always bright

Both AMD / Nvidia rely on TSM for AI chips, so TSM will be the real beneficiary

1:01 4:23 out there 14:55 competition in hardware 22:19 technology

Thank you Cathie

Love you Cathie! Thanks for all you do!

There's a lot to consider going into this transition time. AI will (hopefully) make our lives more efficient. With it being said there are approx 50K AI startups going on now (and comparing this to the layoffs happening from AI replaced jobs), I wonder how this will factor into the employment/unemployment numbers...Much appreciate Cathie and her team's perspectives:)

Great presentation as always

I really enjoyed this episode! Thank you

I don't know why people are confused about these employment numbers. It seems obvious: corporations are cutting hours (to avoid paying benefits and overtime, etc), so number of available jobs doubles. Household employment is down because people aren't able to find childcare outside the 9-5, so 1 person is required to work 2-3 jobs to subsidize this loss of benefits and overtime pay. The 'strong' employment numbers are a false flag. There will be a hard landing.

so glad that cathy just made a brilliant investment decision by purchasing TSM stock, TSM has been ramping up its 5nm and 3 nm leading edge chips, which will help its customer like ADM / Nvidia to capture the majority of the AI chip market share.

That time of the month that so many of us look forward to. Love you Cathie and the ARK team for all the hard work you do and share with us.

We love you Cathie you are great 🎉❤

great show!

You (besides Dave Lee, James Douma, Sandy Munro) changed my life with your „democratization of financial and technical knowledge“ based on your insights - I‘m so thankful 😊 Thank you Cathy and please keep going 👍🌻

Cathy is my guru!

If Cathie wood would, i would too!, great insight, but cathie has been saying this for sometime which shows conviction!

Interesting viewpoint and snippets of info. However, two important factors at play. Human behaviour trend has changed... If interest rates pause/drop buy the dip mania will continue. We can see the recent record hence s&p didn't hit the lows folks were expecting and valuations still high. Also, Fed and ECB will react very quickly to a financial crisis and easing will be back to compensate... So M will bump up as needed. Of course, the long term implications are obvious. Stagflation will persist.

Very comprehensive and informative talk. Please use some graphs to get your message across to us engineering type.

I’m down 40-50% on my ARK funds. I believe her strategy works best in the early economic cycle ( as do all growth equities). If C is correct regarding a “ harder” landing that would be a time to rebuild the ARK funds. I own all but the space fund. My favs are the genomic and flag funds. I then like the automation and fintech funds next. I have also used her research to invest in some individual companies found in her funds. Good luck

awesome update

Great talk! very informative

Brilliant work Cathie !!!

Cathy deserves a ROLEX lady day date 18k rose gold with diamond dial & bezel .her choice of dial color,style ..

Sells Nividia exactly before the pump. How’s that 5 year hold working out for you?

Overthinking no good. Just buy and hold

How do you know it is a bubble? Crashy Woods is talking about it. She literally sold Nvidea.

Thanks Cathy. These video sessions are really informative and eye-opening. Please keep up the good work!

Cathie talks a lot but her flagship fund trails nasdaq by a big margin since its inception in Oct 2014..

Who should lead the FED? KATHIE OF COURSE ✌️✌️✌️✌️✌️✌️✌️✌️✌️✌️

Making good pts standing lowering interest to comparisons yielding higher

Cathie is a great example of why you don't ever choose an actively managed fund and should go passive - psychological biases we all have means they take profits too early (Nvidia) and hold on to their losers for too long (Teladoc, Coinbase, Zoom etc.)

I’m glad I did not give up on nvda!

Cathie started its deflation warning 2 years ago. The result: CPI +13.4%. It took 8 years previously. The 1/4 lost on NVIDIA that grew 3 fold in the 6 months afterwards. The “ARK interrupted” NASDAQ100 crushed the fund +272% vs +127% since the Nov 5, 2014 inception.

I'd love to hear from Cathy how demographics change (young population reducing compared to older population) plays in her analysis?

I understand NVDA GREW what ARK wanted but this is just the beginning NVDA Could growth 2 to 3 times more in 5 years that's insane Growth , I believe PLTR will be my nest ROI long-term

Party On with Cathie Wood and Ark Invest🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳🥳 and Palantir!🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉🎉

Wonder if the credit card availability has changed how we look at the velocity of money since Paul Volcker?

I hope she explains her Palantir buy and Nvidia sell…

I would like to challenge the flight to safety narrative with the notion that we are months away from the halving. There's a good chance what we are seeing, is just ppl buying in preparation for that

Excellent

It be great you could list the companies to invest in and help out the boys :D

Somebody please explain to me hand gestures the gang signs. Why was that picture chosen for every video what is she doing with her hands

As an investor I love, love, love AI. As a human, I kind of hate it. Either way, AI is going to dominate well into the future.

Just trying to understand from a learning point a view. Is the gdp forecasted to be the 5-6%? And it not reaching that gdp due to velocity of money being potentially flat or declining. Basically gdp will be negative a quarter or two signaling that recession everyone’s expecting right? Help me out.

$PLTR 20-year head start and a potential winner!!!

Thank you Kathie and Ark team for this most valuable information.

Thank you so much for sharing, i have learned so much from you! thank you.

Cathie, you have captured my imagination!

Wow !!

Team Kathy

Well actually I Nvidia has done multiple stock splits but hopefully you already put that in.

What is all the research for, when the stock is down so much?

Cathie, can I urge you to pay attention to the effect of sharp advances of AI on startups that are focussed on youthful markets overseas? Eg Indonesia in #SpiceTradeAsia region?

so glad I dumped all my ark stocks when AARK was at 118 lmao

I would love to be a fly on the wall when the team shares their findings with each other. I think I could watch that every day for the rest of my life.

Thank you for sharing your analysis Cathie. It helps me understand markets and your firm’s investment theses better.

Great point about the software companies that come on the back of the hardware companies and always end up outperforming them. Just got to figure out which stocks to pick up and drop NVIDIA for. Luckily I think there's going to be a good bit of time before that valuation shift happens to figure it out.

Tesla is building the robots. And NVidia is building the AI supercomputer that will go crazy sometime in the next decade or two. We just need to get the robots integrated with the supercomputer. This will be great. (Seriously, great work and I'll look forward to future episodes. Very thorough and concise at the same time.}

Great call on Nvidia in 2014. That's really out of the box thinking, right there.

I need 3.5% to be 💚 i believe in ark. God bless you and America

much appreciated, respect Cathie🙏

The irony. Focused on innovation and analyzed nvidia already 2014 and now sold it in the low 100s and missed the most important move.

Great content , keep going.

Subtitles please ☺️ thank youuu

❤

Palantir to da moooooooooom

Momma Cathie

Please talk more about the individual stock positions in your portoflio.

Kathy please speak well on snowflake and c3ai so i can keep buying Palantir below 13.

The Truth is Stranger than fiction ........

Nvidia though...ouch 😂

Alex Karp is the exact CEO they are talking about. All the companies they mention (even $TSLA) would benefit from using $PLTR!!!!

Is that why Ark started to invest palantir?

Freudian slip: Is this the tell? Are these the guys who initiated trim in $NVDA?

Kathy, it's okay, you can just say it now " I was right"

be glad Cathie human spirit shines the biz as ai blinks eyes at you and say's sorry i have no feelings .. 🙏

I wish Cathie would address the issues with DNA and the fraud speculation .. that would be helpful

I appreciate for sharing nice insight. The ARK's videos in every months help me who are still a shareholder in your ETFs. Let u enjoy Happy weekend, Cahie Wood and ARK team. I think, in theses days, that very bad for last 2 years over is almost done. I predict that good reward will come to me and ark's shareholders within 1~1.5years. Bye~ Thanks Again~

Yet she sold at the bottom….bruh

AI has been a buzzword since the 1960's, it is finally catching fire... I think a BIG market crash will come from an unforeseen event sooner than later. Hope for the best and prepare for the worst.

She is making her rounds telling the same story

Hi Cathie, whats the reason for ARK Investments recent sell off of tesla shares?

Do I hear Tesla, again?