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▶ 3:07 · $OPENAI · $ARK-INVEST · The AI Bubble Narrative Is "Flat Wrong" | ARK Invest’s Brett Winton

now playing · $OPENAI · $ARK-INVEST

$OPENAIbullish· mediumunknown

OpenAI foundation models seen worth $15‑20tn by 2030

ARK Invest expects foundation model platforms like OpenAI to be worth $15‑20 trillion by 2030, arguing current revenue projections undervalue their pricing power from AI‑driven pr…

$ARK-INVESTbullish· mediumunknown

ARK Invest’s venture fund sees $15‑20tn foundation model opportunity

ARK Invest’s venture fund holds OpenAI, XAI and Anthropic and expects foundation model platforms to be worth $15‑20 trillion by 2030, driving its AI‑focused investment strategy.

$TSLA···bullish· highunknown

Tesla seen as largest AI project with robo‑taxi cash flow boom

ARK Invest views Tesla as the world's largest AI initiative, expecting its robo‑taxi rollout to generate hundreds of billions in cash flow and pave the way for humanoid robots, dr…

$AMD···bullish· mediumunknown

AMD gaining traction in AI chips with larger memory advantage

ARK Invest sees AMD’s broad AI chip offering gaining traction because its higher memory attachment gives it an edge in the growing AI data center market.

$NVDA···neutral· mediumunknown

Nvidia still interesting despite falling share in $3‑4tn AI capex

ARK Invest expects $3‑4 trillion of AI data center spending by 2030; while Nvidia’s market share may decline, the absolute opportunity remains large enough to justify an interesti…

$NTLA···bullish· mediumunknown

Intellia’s hereditary angioedema cure seen as $20‑30bn opportunity

ARK Invest believes Intellia’s prospective cure for hereditary angioedema could command multi‑million‑dollar pricing, implying a $20‑30 billion market despite the stock’s recent d…

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▶ 3:07 · $OPENAI · $ARK-INVEST · The AI Bubble Narrative Is "Flat Wrong" | ARK Invest’s Brett Winton

now playing · $OPENAI · $ARK-INVEST

$OPENAIbullish· mediumunknown

OpenAI foundation models seen worth $15‑20tn by 2030

ARK Invest expects foundation model platforms like OpenAI to be worth $15‑20 trillion by 2030, arguing current revenue projections undervalue their pricing power from AI‑driven pr…

$ARK-INVESTbullish· mediumunknown

ARK Invest’s venture fund sees $15‑20tn foundation model opportunity

ARK Invest’s venture fund holds OpenAI, XAI and Anthropic and expects foundation model platforms to be worth $15‑20 trillion by 2030, driving its AI‑focused investment strategy.

$TSLA···bullish· highunknown

Tesla seen as largest AI project with robo‑taxi cash flow boom

ARK Invest views Tesla as the world's largest AI initiative, expecting its robo‑taxi rollout to generate hundreds of billions in cash flow and pave the way for humanoid robots, dr…

$AMD···bullish· mediumunknown

AMD gaining traction in AI chips with larger memory advantage

ARK Invest sees AMD’s broad AI chip offering gaining traction because its higher memory attachment gives it an edge in the growing AI data center market.

$NVDA···neutral· mediumunknown

Nvidia still interesting despite falling share in $3‑4tn AI capex

ARK Invest expects $3‑4 trillion of AI data center spending by 2030; while Nvidia’s market share may decline, the absolute opportunity remains large enough to justify an interesti…

$NTLA···bullish· mediumunknown

Intellia’s hereditary angioedema cure seen as $20‑30bn opportunity

ARK Invest believes Intellia’s prospective cure for hereditary angioedema could command multi‑million‑dollar pricing, implying a $20‑30 billion market despite the stock’s recent d…