Founder, CEO and CIO @ARKinvest. Thematic portfolio manager for disruptive innovation, mom, economist, and women's advocate. Disclosure:arkinv.st/terms
St Petersburg, FL
- Tweets 36,318
- Following 1,548
- Followers 3,653
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Thank you “thcares” for hosting our CEO and CIO
Cathie Wood at today's #TGHNext Summit. She joined John Couris and Rachel Feinman for a thoughtful conversation on disruption, convergence, and the NEXT era of health care.
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With a remarkable year of innovation behind us, Cathie Wood looks back on the advances that defined 2025 and shares her optimism for what lies ahead.
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Spacex is a top position in the ARK Venture Fund.
What will happen when Spacex goes public, and will it remain in the fund? Cathie Wood, Brett Winton, and Tasha Keeney explain.
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"These opportunities are so massive that they need to move into the public markets to scale."
Cathie Wood with “mariabartiromo” on “foxbusiness”
Mornings with Maria on why the initial public offering (IPO) wave is just getting started and how the ARK Venture Fund is positioned.
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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.
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Some of the data from the employment report is rarely seen outside a recession. But Cathie Wood believes #AI may explain why the data looks so strange.
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The trade balance? "This was predictable,
Ị says
Cathie Wood. Why a growing deficit is the price of outgrowing everyone else, and why it gets offset by a capital surplus on "In The Know."i Out now!
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"The hardest investment decision was starting ARK."
Cathie Wood on @directasim's Blue Chips podcast on why leaving the firm she thought she would retire from took seven years, and what made it possible.
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Two hundred railroads went bankrupt in the 1800s. I don't think the Al buildout will end the same way. The railroads were built on a hope and a prayer while Al revenues seem to be screaming.
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Cathie Wood Empire retweeted
Donald Trump made 1,000+ stock trades in one month, all while holding the power to move the market.
Banning the president and lawmakers from owning and trading individual stocks is common sense.
It is long past time for Congress to act.
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Cathie Wood Empire retweeted
As the stock market hits record highs in the face of higher interest rates, I believe the current Technology Revolution will continue to impact the global economy and equity markets more than the Industrial Revolution. This letter charts that perspective back through the 1800s.
Inflation. Deficits. Wars. Fears of an artificial intelligence bubble.
It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties.
Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing.
These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60.
Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again?
Read @CathieDWood’s Investor Letter.
ark-invest.com/articles/mark…
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Cathie Wood Empire retweeted
This analysis is pointing to an acceleration in long term real GDP growth well beyond 7-8%, the annual rate @ARKInvest is anticipating during the five years. Love this chart, @DMaguireARK!
AI Is The Most Powerful Joule In History
Economic activity transforms energy -> GDP.
Historically, technology has improved this conversion. AI represents humanity’s most profound conversion mechanism yet (~10x humans & growing).
Energy-rich, low-income countries don't exist!
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Cathie Wood Empire retweeted
In our view, thanks to this Technology Revolution, the equity market will continue to climb a “wall of worry” as real GDP growth accelerates to 7-8% while inflation surprises significantly on the low side of expectations, interest rates rise, and the yield curve inverts.
Inflation. Deficits. Wars. Fears of an artificial intelligence bubble.
It feels like an unusually long list of reasons for investors to worry. Yet the headlines looked remarkably similar in the 1980s and 1990s, before the most durable equity bull market since the Roaring Twenties.
Today, interest rates are hitting higher highs for the first time in more than 40 years, even as equities approach record levels. Official inflation measures remain elevated, but real-time data tell a different story. Oil remains a wildcard. Meanwhile, the cost of artificial intelligence is collapsing.
These trends might seem contradictory. We believe they make more sense when viewed through 230 years of market history, not just the last 60.
Could falling inflation, accelerating real growth, and disruptive innovation be setting the stage for history to rhyme again?
Read @CathieDWood’s Investor Letter.
ark-invest.com/articles/mark…
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Cathie Wood Empire retweeted
Three months into the DAT revolution, we’re happy to support Japan’s first institutional-grade ETH DAT.
Expanding access to innovation in global capital markets is key — thrilled to do this alongside @Quantum_SKK2338 and @FrancisBZhou.
I’m proud to announce that we have accumulated 2365 ETH in just 7 days, officially making Quantum Solutions the largest ETH DAT outside the US. More ETH coming.
Thanks for your support @CathieDWood @ARKInvest
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Cathie Wood Empire retweeted
Florida is a very founder, business, consumer, and investor-friendly state, the reason @ARKInvest moved from NYC to St. Pete. A big shoutout to @ChrisSpencerFL and Team at the Florida State Board Administration for leading the way, 180 degrees AWAY from ISS and Glass-Lewis!
With over $280 billion of total assets under management and over $1 billion in Tesla shares, the State Board of Administration of Florida Retirement System came out strongly in favor of our incentive proposal for Elon, designed to drive extraordinary growth, which the SBA describes as the “gold standard”
See the SBA’s full comments below
sec.gov/Archives/edgar/data/…
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Cathie Wood Empire retweeted
Robinhood is a generational company, literally. In this blog, @GrousARK and @varshikaARK describe how profoundly $HOOD is challenging and changing the traditional financial world.
Legacy financial institutions built empires on fees. Then came @RobinhoodApp, capturing the hearts—and wallets—of Millennials and Gen-Z. Now, it's on track to become the first consumer finance super-app and target a $600B+ TAM. This blog unpacks the $HOOD playbook in 3 Acts 🧵
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