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Investment advisor focused solely on disruptive innovation. Disclosure: https://t.co/7lwRaEv61H

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The future doesn’t wait. Coming 🔜 #BigIdeas2026

The future doesn’t wait. Coming 🔜 #BigIdeas2026

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Coming tomorrow.

Coming tomorrow.

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Anya Rossi

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SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.

SpaceX says over 90% of its future market is AI, not space. Daniel Maguire, ACA breaks down what that means: orbital data centers, a potential $28.5 trillion Total Addressable Market (TAM), and why Starship is the only vehicle that can get there.

1,502,419 Aufrufe • vor 15 Tagen

You may have heard our research on Tesla Robotaxis... Cathie Wood just rode one through Austin. No driver. No safety monitor. Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.

You may have heard our research on Tesla Robotaxis... Cathie Wood just rode one through Austin. No driver. No safety monitor. Ride along with Cathie as she shares her thoughts from the passenger seat, including a newly discovered line item for our model.

1,020,565 Aufrufe • vor 1 Monat

One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. Sam Korus highlights more distinctions in "The Brainstorm."

2,738,588 Aufrufe • vor 1 Jahr

We did not see this coming. The Tesla Robotaxi got a $75 ticket. Cathie Wood says it’s going straight into our model.

We did not see this coming. The Tesla Robotaxi got a $75 ticket. Cathie Wood says it’s going straight into our model.

203,717 Aufrufe • vor 1 Monat

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

Critics say pre-Initial Public Offering (IPO) companies like SpaceX, OpenAI, and Anthropic are money-losing companies with sky-high valuations. On FOX Business with Maria Bartiromo, Cathie Wood explained why those focused on short-term losses could be missing some of the biggest moats in the market.

225,452 Aufrufe • vor 1 Monat

Japan sold $76 billion in US Treasuries in a single month. Turkey has drawn its reserves down to near zero, an 83% year over year collapse. Cathie Wood breaks down the foreign selling wave in the June "In The Know," and why 10-year yields are holding near 4.4% to 4.6% anyway.

Japan sold $76 billion in US Treasuries in a single month. Turkey has drawn its reserves down to near zero, an 83% year over year collapse. Cathie Wood breaks down the foreign selling wave in the June "In The Know," and why 10-year yields are holding near 4.4% to 4.6% anyway.

122,721 Aufrufe • vor 26 Tagen

There are 5 parking spaces for every car in the US. Go fully autonomous and you only need 1. Cathie Wood on the real estate opportunity hiding in plain sight.

There are 5 parking spaces for every car in the US. Go fully autonomous and you only need 1. Cathie Wood on the real estate opportunity hiding in plain sight.

99,650 Aufrufe • vor 26 Tagen

ARK first sized the Starlink opportunity at $34 billion. SpaceX now puts the total addressable market (TAM) at $1.6 trillion. The difference? Building their own phased array antennas to crush the cost curve and unlock markets.

ARK first sized the Starlink opportunity at $34 billion. SpaceX now puts the total addressable market (TAM) at $1.6 trillion. The difference? Building their own phased array antennas to crush the cost curve and unlock markets.

132,275 Aufrufe • vor 1 Monat

In a special video, Cathie Wood discusses the post-election landscape, likely seeing growth driven by tax cuts, healthcare, and innovation amid regulatory changes. She emphasizes the potential of multiomics and digital assets, urging investors to give them a fresh look.

In a special video, Cathie Wood discusses the post-election landscape, likely seeing growth driven by tax cuts, healthcare, and innovation amid regulatory changes. She emphasizes the potential of multiomics and digital assets, urging investors to give them a fresh look.

1,063,047 Aufrufe • vor 1 Jahr

Slashing costs. Cutting delivery times. Tasha Keeney, CFA and Daniel Maguire, ACA walk through autonomous deliveries via drones, rolling robots, and trucks in a Big Ideas 2026 Autonomous Logistics breakdown. Download the full report at to learn more.

Slashing costs. Cutting delivery times. Tasha Keeney, CFA and Daniel Maguire, ACA walk through autonomous deliveries via drones, rolling robots, and trucks in a Big Ideas 2026 Autonomous Logistics breakdown. Download the full report at to learn more.

28,546 Aufrufe • vor 13 Tagen

.Cathie Wood spent years as a chauffeur driving her kids to sports, parties, and play dates. She says millions of parents are about to get that time back because of Robotaxi.

.Cathie Wood spent years as a chauffeur driving her kids to sports, parties, and play dates. She says millions of parents are about to get that time back because of Robotaxi.

54,923 Aufrufe • vor 29 Tagen

A decade. That's the gap between SpaceX landing its first reusable booster in 2015 and Blue Origin doing the same in 2025. SpaceX is already pushing for full reusability with Starship, which we believe could cut launch costs by an order of magnitude and widen the lead.

A decade. That's the gap between SpaceX landing its first reusable booster in 2015 and Blue Origin doing the same in 2025. SpaceX is already pushing for full reusability with Starship, which we believe could cut launch costs by an order of magnitude and widen the lead.

73,890 Aufrufe • vor 1 Monat

This week's Brainstorm: Our comprehensive analysis of mega-cap tech companies ⬇️ 0:00 — $700 B in CapEx, $1.5T in cloud backlog: ARK's mega-cap earnings recap 0:42 — Why we think Meta is the most misunderstood megacap right now 22:38 — Startups already spending as much on tokens as labor? Or is that crazy? 23:34 — Why we're more shocked by AI demand every week and what it means for the next 3 years 24:42 — The hidden leverage we think no one is watching anymore 25:37 — The Middle East data center money: is the AI build-out about to lose a major funder? Follow Brett Winton, Nick Grous, Sam Korus

This week's Brainstorm: Our comprehensive analysis of mega-cap tech companies ⬇️ 0:00 — $700 B in CapEx, $1.5T in cloud backlog: ARK's mega-cap earnings recap 0:42 — Why we think Meta is the most misunderstood megacap right now 22:38 — Startups already spending as much on tokens as labor? Or is that crazy? 23:34 — Why we're more shocked by AI demand every week and what it means for the next 3 years 24:42 — The hidden leverage we think no one is watching anymore 25:37 — The Middle East data center money: is the AI build-out about to lose a major funder? Follow Brett Winton, Nick Grous, Sam Korus

110,598 Aufrufe • vor 2 Monaten

Autonomous Technology & Robotics Director of Research Tasha Keeney, CFA shares 3 main takeaways from the Autonomous Logistics section of our Big Ideas 2026 report.

Autonomous Technology & Robotics Director of Research Tasha Keeney, CFA shares 3 main takeaways from the Autonomous Logistics section of our Big Ideas 2026 report.

27,610 Aufrufe • vor 16 Tagen

Will AI data centers raise your electricity bill? Based on our research, we say no. Daniel Maguire walks through Wright's Law and why we believe more power generation means lower costs for everyone.

Will AI data centers raise your electricity bill? Based on our research, we say no. Daniel Maguire walks through Wright's Law and why we believe more power generation means lower costs for everyone.

45,817 Aufrufe • vor 29 Tagen

The SpaceX IPO story is bigger than rockets. Tasha Keeney and Daniel Maguire join The Brainstorm team to unpack bull and bear cases on this week's episode. Watch here!

The SpaceX IPO story is bigger than rockets. Tasha Keeney and Daniel Maguire join The Brainstorm team to unpack bull and bear cases on this week's episode. Watch here!

78,980 Aufrufe • vor 1 Monat

In The Know with Cathie Wood recap: -Weak jobs report -Why we think inflation is running cooler than headline consumer price index (CPI) suggests -Why the dollar could strengthen from here -Why we're not worried about the credit markets right now Watch the full breakdown.

In The Know with Cathie Wood recap: -Weak jobs report -Why we think inflation is running cooler than headline consumer price index (CPI) suggests -Why the dollar could strengthen from here -Why we're not worried about the credit markets right now Watch the full breakdown.

30,803 Aufrufe • vor 19 Tagen

Most initial public offerings have one lock-up expiration date. SpaceX has nine. That design choice is reshaping how short sellers are positioning around the stock. Director of Operations Will Scherer breaks down the schedule and why it matters in askARK.

Most initial public offerings have one lock-up expiration date. SpaceX has nine. That design choice is reshaping how short sellers are positioning around the stock. Director of Operations Will Scherer breaks down the schedule and why it matters in askARK.

20,683 Aufrufe • vor 16 Tagen

"You're not trying to find a cancer drug for a million people, not even 100,000. One." andy tang joins For Your Innovation to discuss why personalized cancer treatment could flip the entire U.S. Food and Drug Administration model on its head.

"You're not trying to find a cancer drug for a million people, not even 100,000. One." andy tang joins For Your Innovation to discuss why personalized cancer treatment could flip the entire U.S. Food and Drug Administration model on its head.

35,849 Aufrufe • vor 1 Monat