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@ArkkDaily
Daily updates for Cathie Wood's Ark Invest fund. | Visit Ark Invest's official website below! | Not affiliated with Ark in any way.
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HERE ARE ALL THE MOVES CATHIE WOOD AND ARK INVEST MADE IN THE STOCK MARKET TODAY 9/21
CATHIE WOOD SAYS TODAY’S MARKET FEELS LIKE THE 80S AND 90S Her point is that big worries often show up right before major technology cycles: - The 80s and 90s had fears around interest rates, inflation, wars, trade quotas, and recessions - New technologies like PCs and wireless disrupted the traditional world order and created concern - Cathie Wood says the right move back then was to stay focused through the wall of worry, and today’s technology revolution is even bigger
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A PERSONALIZED CANCER VACCINE CUTS MELANOMA MORTALITY BY 50%. - Custom mRNA designed from your own tumor after surgery. Takes a couple of weeks to manufacture per patient. - Combined with Keytruda it reduces mortality by roughly 50% compared to Keytruda alone. - The COVID vaccine funding built the mRNA manufacturing infrastructure that made this possible.
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ELON’S “IMPOSSIBLE” 12-MONTH PLAN COULD PUT SPACEX $SPCX AHEAD OF COREWEAVE $CRWV The bet is that vertical integration lets SpaceX build AI infrastructure faster than competitors: - Elon is planning to beat CoreWeave’s five-year plan in 12 months - SpaceX builds much of its infrastructure internally, with rocket scientists working on data centres - The company is all in on NVIDIA $NVDA and has already built roughly a gigawatt of data centre capacity in about a year and three quarters
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Here are some of the major events to watch out for this upcoming week
U.S. Market Events This Week Monday 3-Month Bill Auction 6-Month Bill Auction Chicago PMI Tuesday JOLTS Job Openings S&P Global Manufacturing PMI API Weekly Crude Oil Stock Wednesday Crude Oil Inventories ADP Nonfarm Employment Change $SNOW Earnings Thursday Initial Jobless Claims S&P Global Services PMI ISM Non-Manufacturing PMI Friday Nonfarm Payrolls Unemployment Rate Average Hourly Earnings
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COINBASE $COIN CEO BRIAN ARMSTRONG SAYS AI COULD HELP CURE AGING He thinks the biggest application of AI may be giving people more healthy years: - Armstrong says AI will eventually help cure cancer and could play a major role in extending lifespan - He saw aging as an underfunded problem compared to areas like brain-machine interfaces, space, and fusion - His goal with New Limit is to tackle the next doubling of life expectancy through cell reprogramming and epigenetic reprogramming
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ER SHARES FOUNDER JOEL SHULMAN SAYS SPACEX COULD BE WORTH NORTH OF $1T Our partners at ERShares see SpaceX $SPCX as a three-engine empire with one massive upside option: - SpaceX dominates space exploration, with 90% of all satellites in space and launch costs down from $54,000 per kilogram to $2,000 - Starlink is the cash cow, growing from zero to 10M customers while competing against legacy telecom systems - Joel Shulman says SpaceX could be worth $1.25T to $1.5T from those two pieces alone, before the upside of data centres in the sky
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ELON MUSK SAYS SPACEX AND TESLA $TSLA MAY NEED TO MAKE TURBINE BLADES INTERNALLY The bottleneck is not the full turbine. It is the parts nobody can get fast enough: - Turbines are sold out through 2030 - Musk says SpaceX and Tesla may need to make turbine blades, vanes, and blades internally to bring enough power online - The limiting factor is vanes and blades, with only three casting companies in the world able to make them and all massively backlogged
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🚨 BITWISE CIO SAID THIS ABOUT TOKENIZATION: "If BlackRock is doing it, then the board of every other asset manager is asking why they're not doing it, and they will follow in a few months."
🚨 BITWISE CIO MATT HOUGAN ON WHY BLACKROCK IS MOVING FORWARD ON TOKENIZATION REGARDLESS OF REGULATION: "It looks like Uber. It looks like Airbnb. It looks like the early days of the internet. Consumers and companies moved ahead of the current regulatory status quo because there was demand on the other side that was obvious, and they felt they could do it in a safe and successful manner." On BlackRock specifically: "BlackRock's doing it because they feel they can do it in a compliant fashion, and they know there is demand on the other side. They know the world is moving to tokenize all assets, and they wanna be the world's largest asset manager in that world." On the domino effect: "If BlackRock is doing it, then the board of every other asset manager is asking why they're not doing it, and they will follow in a few months." His conclusion: "It's basically an inevitability. Assets want to move 24/7, 365 on a global basis. The way to do that is on chain. We're going to see all assets move on chain over the next five to ten years."
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🚨 WARREN BUFFETT JUST TURNED 96 TODAY
WARREN BUFFETT JUST TURNED 96 TODAY Warren Buffett’s Berkshire Hathaway was up 6,099,294% from 1964 through 2025 The S&P 500 was up 46,061% during the same time period Here’s a video of Buffett talking about the importance of patience
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IF YOU PUT $10,000 INTO THE XOVR ETF $XOVR FROM OUR PARTNERS AT ERSHARES, HERE'S EXACTLY HOW IT WOULD SPLIT: $1,822 to SpaceX $SPCX $977 to NVIDIA $NVDA $628 to Alphabet $GOOGL $406 to Meta $META $381 to Veeva $VEEV $380 to DoorDash $DASH $334 to Robinhood $HOOD $330 to Fortinet $FTNT $302 to Arista $ANET $302 to Reddit $RDDT $276 to Roku $ROKU $266 to Affirm $AFRM $261 to AppLovin $APP $259 to Toast $TOST $254 to Globus Medical $GMED $251 to Natera $NTRA $222 to Monolithic Power $MPWR $218 to Virtu Financial $VIRT $215 to Astera Labs $ALAB $201 to Neurocrine $NBIX $200 to Krystal Biotech $KRYS $191 to Ubiquiti $UI $170 to Kalshi $169 to Tempus AI $TEM $163 to ResMed $RMD $154 to Micron $MU $125 to Palantir $PLTR $122 to Axon $AXON $111 to Exelixis $EXEL $110 to DraftKings $DKNG $110 to CoreWeave $CRWV $73 to cash $17 to Anduril
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The return of innovation at Apple $AAPL may be upon us
TOMORROW IS TIM COOK'S LAST DAY AS CEO OF APPLE $AAPL Asked what he stood for after 15 years, he declined to describe his own legacy. "Your legacy is described by others, not yourself." He said he hopes people call him a good and decent man, and that if they do, he will feel like he achieved something.
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Cathie Wood and Ark Invest now own almost $1 Billion of Elon Musk names in their main $ARKK ETF Tesla $TSLA - $600M SpaceX $SPCX - $391M
Cathie Wood and Ark Invest currently own $600.1 Million of Tesla $TSLA stock in $ARKK Cathie Wood and Ark Invest currently own $391 Million of SpaceX $SPCX stock in $ARKK
SAM ALTMAN SAYS THE WORST AI SALES PITCH TRADES HUMAN AUTONOMY FOR SAFETY The danger is using AI risk as a reason to centralise power and limit human agency: - Some in AI frame the trade-off as curing disease and making things cheap in exchange for people giving up autonomy - That could still create rampant inequality, where some get huge wealth and power while others get “a pretty good everything” - Altman says fear around AI safety can become a justification for power-seeking behaviour
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CATHIE WOOD SAYS DNA SEQUENCING IS PUSHING HEALTHCARE TOWARD A REVOLUTION The cost collapse is the clearest way to understand the scale of the opportunity: - The first whole human genome sequence in 2003 cost $2.7B - Today, sequencing one person’s genome costs less than $100 - Cathie Wood says DNA sequencing costs drop 40% for every cumulative doubling, putting healthcare on the threshold of a major revolution
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NVIDIA $NVDA WAS ALREADY ON THE RADAR LONG BEFORE AI BECAME THE STORY. Our partners at ERShares had it in the ER30TR Index back in 2005, when the split-adjusted share price was around $5. Today, it’s the second-largest position in $XOVR at roughly 12%. The big themes often become obvious long after the company does.
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$NVDA just reported another extraordinary quarter: $96.2B in revenue, up 106% year over year, with Data Center revenue up 117%. But the NVIDIA story didn’t begin with AI. NVIDIA has been in the ER30TR Index (the Entrepreneur 30 Index) since 2005, 21 years ago. The ERShares Entrepreneur Factor® identified the company when its split-adjusted share price was approximately $5. Today, NVIDIA is the second-largest position in $XOVR, at approximately 12% of the Fund, behind only our SpaceX exposure. Why does that matter? Transformative companies often emerge long before their biggest markets become obvious. Our VC Lens is designed to identify entrepreneurial companies early, continually re-underwrite the thesis as they evolve, and maintain conviction through multiple technology cycles. NVIDIA didn’t become an AI leader overnight. Its trajectory has been unfolding for decades. Disclosure: Holdings are subject to change. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.
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SAM ALTMAN SAYS AI COMPUTE MAY BECOME THE MOST EXPENSIVE INFRASTRUCTURE PROJECT IN HISTORY Scaling AI is not just about better models. It is about building the physical infrastructure behind them: - Scaling compute requires complex supply chains, major partnerships, and difficult financing - The technology stack runs from designing chips to fabs, racks, and power systems - Building compute at this scale combines technology, business, policy, supply chain, logistics, and energy
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NVIDIA $NVDA SOLD OFF SHARP Stock closed down 4.57% at $217.55 🔴 Now ticking slightly higher after hours, +0.15% 🟢
NVIDIA POSTED A 106% REVENUE JUMP AND TRADERS ARE BETTING IT ENDS THE YEAR ON TOP Traders are predicting a 74% chance it's the world's largest company on Dec 31. $NVDA did $96.2B in revenue, up 106% YoY, with data center at $89B 🟢 Adjusted EPS hit $2.22, up 120% 🟢
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NVIDIA POSTED A 106% REVENUE JUMP AND TRADERS ARE BETTING IT ENDS THE YEAR ON TOP Traders are predicting a 74% chance it's the world's largest company on Dec 31. $NVDA did $96.2B in revenue, up 106% YoY, with data center at $89B 🟢 Adjusted EPS hit $2.22, up 120% 🟢
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