Cathie Wood’s Innovation Bets — Ready to Rise Again in 2025?

Isleigh
09-28

Cathie Wood is no stranger to bold, futuristic calls. As the head of ARK Invest, she's poured billions into disruptive tech—AI, robotics, genomics, and crypto. Her strategy? Don't just chase profits—bet on paradigm shifts.

🔍 But after a wild ride from 2020 to 2024, where does $ARKK go from here?

Here's what we see heading into late 2025:

🚀 Rate cuts = innovation rebound.

With interest rates finally turning lower, the pressure on unprofitable growth stocks is easing. That'e bullish for names like:

$TSLA (Tesla) – EV margins are recovering, and FSD expansion is back in the spotlight.

$ROKU – Cathie's long-time favorite, likely to benefit from increased ad-tech and streaming growth.

$COIN (Coinbase) – Positioned to ride the next wave of crypto adoption amid ETF approvals.

📈 ARKK's upside depends on conviction.

If you believe AI, blockchain, and genomics will dominate the next decade, Cathie's fund gives you diversified exposure to that future. But it’s not for the faint-hearted—ARKK is still volatile and best for long-term holders.

📊 Our 2025 View:

Base Case: $ARKK climbs back to $60–$65 as rate cuts fuel speculative rotation.

Bull Case: $80+ if tech breaks out with macro tailwinds and earnings momentum.

Bear Case: Below $50 if inflation resurfaces or if hype outpaces results.

Cathie bets on the future. If you're ready to wait for it—ARKK might just pay off again.

I'm not a financial advisor. Trade wisely, Comrades!

Market Master 101 | Howard: Where Do We Stand in 2025?
In his recent memo to Oaktree’s clients, Howard Marks outlined his views on the current high levels of the market. He believes the market has not yet entered a phase of irrational exuberance, but still advises clients to adopt a Level 5 defense (reducing aggressive positions and increasing defensive holdings). What do you think of his views on the valuations of the Magnificent 7 and the S&P 500? How is your own portfolio allocated right now? Since the market is at elevated levels, should we be holding some defensive assets?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Mortimer Arthur
    09-29
    Mortimer Arthur
    If the bull cycle continues I don’t see why this can’t hit 90 by end of year. So many haters…

  • Merle Ted
    09-29
    Merle Ted
    Destination $120 a share

  • glimmero
    09-29
    glimmero
    Interesting take
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