They sit at the center of the global semiconductor production. The more advanced computing the world needs, the more important leading-edge manufacturing becomes... But, there are also some major risks. One of them being geopolitics because so much of the advanced chip manufactur
Mastercard is one of the highest quality businesses in the world. In my opinion, it has some of the strongest moes in the world as well... Mastercard stock continues to sell off down to its lowest price multiples since 2016... the business is continuing to grow. It's compounding
Europe is also still good in semiconductor manufacturing equipment. There is ASML of course, but also BESI, ASM International, EV Group, and Aixtron. Such companies are benefitting from the AI Boom too.
SpaceX is the embodiment of ARK's research on technology convergence. Artificial intelligence, robotics, and distributed energy. All together chasing a 28.5 trillion-dollar total addressable market. This is just a start, and we're excited to follow SpaceX in the public markets.
in my opinion, you've got I I'll name the three that I've already mentioned publicly that I think could really benefit. You've got your palunteers, your cloud flares, your axons that are showing revenue accelerating and so they look really really expensive. But if you accelerate,
SpaceX is the embodiment of ARK's research on technology convergence. Artificial intelligence, robotics, and distributed energy. All together chasing a 28.5 trillion-dollar total addressable market. This is just a start, and we're excited to follow SpaceX in the public markets.
I said going into the report, I thought that they would have a good report. Um I know they beat bottom line. I didn't look to see if they beat revenues, but this is a company that continues to show strength relative to its peers. So, it is a leading stock within the investment se
Coinbase is also a crypto company operating in a crypto cycle that is increasingly unfavorable. When the crypto market weakens like it is now, trading activity, revenue, and the risk appetite all weakens with it. And in that context, Coinbase's layoffs are not some pure demonstra
The only problem is that super apps have had limited traction in Western market, where users seem to be tied to individual services. And there are other challenges on the horizon. AI agents, which can book travel and undertake a range of tasks, all threaten to cut out middlemen l
The only problem is that super apps have had limited traction in Western market, where users seem to be tied to individual services. And there are other challenges on the horizon. AI agents, which can book travel and undertake a range of tasks, all threaten to cut out middlemen l