一个跑出 +268% 的投资组合，配置长什么样： 国防：34% 医疗：20% 数字平台：16% AI 硬件：11% AI 电力：10% 边缘 AI：9% 16 个持仓，平均市值 $3.7B。 这个配置看完感觉确实 niubility ： 国防最大头——俄乌还没下戏台，中东仍在烧，全球军费开销正处于冷战后最高点（甚至所有人都支持，你说要不要增加开销防范狗日的，我是支持的🫡），这不是叙事，是真实的财政支出。 医疗排第二——AI 药物研发、诊断影像、临床数据处理，感觉我兄弟的春天落地比大多数 AI 方向都快。 AI 硬件 + AI 电力 + 边缘 AI 三块加起来 30%，买 AI 跑起来必须的“耗材”，卖“墨水纸张”这招比我深爱的 LLM 应用层稳得多🤣 但在币圈被狗庄按在地上摩擦多了，也要学习反着看： +268% 是从哪年开始算的？ 起点是哪里。 配置比例没有给逻辑，为什么国防是 34% 不是 20%？权重背后的逻辑才是真正值钱、我最关注想学习的东西。 能给我们看到配置图的时候，仓往往已经建完了。借鉴它的思考框架，不是借鉴它的仓位。 方向感确实不愧是专业人士的手笔，这轮不仅仅是纯 AI 叙事，是 AI + 能源基建 + 地缘的组合拳。mark!

So @ARKInvest did a larger amount of trading today in their ETFs than i typically notice. Particularly large moves in $ARKG but also a lot of trading in $ARKK. $ARKG added over 1% in $BNTX and $LLY while selling $AMGN and others.

现阶段 BTC 的上涨是“散户式上涨”，缺乏机构层面的真实风险敞口，因此难有持续性破新高； 真正的大行情要等到 2026 年美国监管放开实物保证金，带来结构性新流动性。 在此之前，BTC 更像科技股的高 Beta，而不是独立资产。

Cathie Wood of $ARKK has said that AI has reduced the need for hiring.

Elon Musk “will get the job done” for Tesla, $TSLA, shareholders, according to Cathie Wood of $ARKK

$ARKK 68c 7/18 $ 1.10 -> 4.70

Cathie Wood of $ARKK bought 34,543 shares of Nvidia $NVDA yesterday, before earnings today

Robotaxis could generate $34 trillion in enterprise value in 2030, per $ARKK.

Cathie Wood of $ARKK has said that most memecoins will end up ‘worthless’

"No fund-management firm has lost as much money in the past decade as ARK Invest, $ARKK," per MW.

Hate to break it the doomers but we don’t call for tops or a bear market when $ARKK looks like this

Video review of strong stock setups +#BTC/Gold LTF $WGMI/BTC, $TSLA, $CELH, $ARKK, $ARKG, $BABA $UPST, $HIMS Enjoy

Cathie Wood of $ARKK has said that Bitcoin is on pace to meet her 2030 price targets of $710,000 base case.

So it's the weekend and that means time to relax/take it easy...what that looks like over hear is 2 a days in the gym, loading up on nature's medicine(steak, eggs, fruit, veggies), and diving into the charts 💪 -Weekend Agenda for Subs Video: $BTC Miners what I saw in $MSTR prior to its 4x move that I'm now seeing in the miners Charts: Speculative paths+Upside/Downside targets Early Expansion- $LCID, $MBLY, $RIVN, $LTC Expansion- $BTC, $SQ, $PLTR, $ARKK, $NVDA, $DOGE, $XRP, $AMZN, $MSTR Pre-Expansion- $MARA, $CLSK, $RIOT, $IREN, $BTBT, $WULF, $CIFR, $BITF, $WGMI Bottom Formations- $BLNK, $AMC, $ARKG, $CELH On-Going Corrective- $TSLA, $AMD, $MU, $LMND Requests- Subscribers chart requests will be posted

All updates now posted to subs included a bonus video on why I believe we are setting up for an extended 5th to reach >300k #BTC

Gonna be a busy weekend for subs content Agenda(video/chart updates) 1. BTC measured against Gold/Nasdaq and implications HTF/ LTF 2. Bitcoin Miner updates 3. Alts showing strength for next move 4. $TSLA, $PYPL, $NIO, $BABA, $ARKK 5. Requests

$ARKK: Took the second path and now we’re officially in stage 2 uptrend which means major dips are opportunities versus chasing popular names at these levels. The alt-season of Kathy Wood stocks starts late winter early spring IMO

「🔥觀點 - 分析師：FOMO 推動交易量激增，BlackRock BTC ETF 單日成交達 33 億美元」 Bloomberg ETF 分析師 Eric Balchunas 表示，BlackRock 的比特幣現貨 ETF IBIT 今日成交額達 33 億美元，創下六個月來的最大交易量。這一現象或源於「害怕錯過」（FOMO）情緒驅動的交易量激增，預計接下來幾天可能會有更多資金流入。

Today @ARKInvest sold into Tesla’s 22% rally via $ARKK & $ARKQ

ARK Innovation ETF $ARKK: Still a disruptive force? @MurphyCinthia dives deep into the opportunities and challenges facing @ARKInvest. Plus, @Bloomberg's @EricBalchunas reveals his favorite #ETF story of 2024! Listen now: #ARKInvest #Investing