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▶ 13:45 · $PLTR · ARKW holds Palantir as platform-as-a-service exposure in AI-focused fund

now playing · $PLTR

ARK Invest holds OpenAI as top venture position, sees foundation models reaching $15-20T value by 2030

ARK's venture fund holds OpenAI, xAI, and Anthropic as top positions, believing foundation model platforms will collectively be worth $15-20 trillion by end of decade as AI produc…

$SPCX···bullish· high· posbrett winton

ARK Invest holds xAI as top venture position alongside OpenAI and Anthropic

ARK's venture fund holds xAI as a top position, part of the foundation model platform thesis targeting $15-20 trillion collective value by 2030 driven by exponential productivity…

$ANTHROPICbullish· high· posbrett winton

ARK Invest holds Anthropic as top venture position, part of $15-20T foundation model thesis

ARK's venture fund holds Anthropic as a top position, part of the foundation model platform thesis targeting $15-20 trillion collective value by 2030 driven by exponential product…

$PLTR···bullish· medium· posbrett winton

ARKW holds Palantir as platform-as-a-service exposure in AI-focused fund

Palantir is held in ARKW as a platform-as-a-service exposure within ARK's AI-focused strategy, benefiting from the broader AI infrastructure buildout.

$TSLA···bullish· high· posbrett winton

Tesla is largest AI project globally; ARK underwrite centered on robo-taxi with humanoid robots 2029-2030

Tesla represents the largest AI project in the world; commercializing robo-taxi at scale this year will generate hundreds of billions in cash flow, funding the 200,000x harder hum…

$NVDA···neutral· mediumbrett winton

Nvidia faces share erosion from vertical integration but $3-4T data center spend keeps position interesting

Nvidia's share of the $3-4 trillion AI data center spend by 2030 will decline as vertically integrated players (Tesla, Amazon Trainium, Google TPUs) and AMD with more attached mem…

$AMD···bullish· mediumbrett winton

AMD gaining traction in AI chips due to larger attached memory advantage

AMD's reasonably comprehensive AI chip offering is gaining traction specifically because of its larger amount of attached memory, positioning it as a viable competitor nibbling at…

$NTLA···bullish· mediumbrett winton

Intellia's hereditary angioedema cure presents $20-30B opportunity; stock oversold on unrelated data

Cures are structurally more valuable than chronic treatments — capturing full lifetime patient value upfront. Intellia's prospective cure for hereditary angioedema (7,000 US patie…

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