$ARK Innovation ETF(ARKK.US)$ 知道他们为什么一直引用这个失败者的话吗？---她的主基金今年受到冲击，年初至今大幅下跌。
$特斯拉(TSLA.US)$ $Zoom视频通讯(ZM.US)$

$特斯拉(TSLA.US)$ 基于以下几点，我的目标价为10,000美元：
-这是一家软件公司，因为他们开发的是全自动驾驶功能。没有其他人能做到，而且已经可以完美运行了
-特斯拉将成为人工智能和机器人领域的领导者。特斯拉机器人最近刚刚推出，最多将在2年内为每个人做饭。
-机器人出租车指日可待，因此特斯拉将接管整个出租车市场
-特斯拉保险以人工智能等为基础，将赚到数万亿美元。从来没有人想过追踪驾驶习惯，因此仅此一项就证明了当前的估值是合理的。
-最后，别忘了汽车，它们总体质量很高。
实际上，我将把目标股价提高到20,000美元。

Famed investor Cathie Wood said Wednesday that her ARK Invest firm is testing a short portfolio that she characterizes as "ARK on steroids."
In terms of individual stocks, the founder and CEO of Ark Invest told CNBC that she backed $Zoom视频通讯(ZM.US)$ and $特斯拉(TSLA.US)$.
She also described herself as a "net buyer" of $比特币(BTC.CC)$, saying she makes strategic investments in the cryptocurrency, even though she doubted the need to use it as an inflation hedge.
On the short fund in development, Wood reported that it's currently being tested internally for employees. The portfolio would short stocks in the "big benchmarks," particularly targeting "value traps."
"We think the benchmarks are where the big risks are longer-term, because they are filling up with value traps -- those companies that have done very well historically but are going to be disintermediated and disrupted by the massive amount of innovation that's taking place."
Wood estimated that the market has priced disruptive innovation at $10T to $15T over the next 10 years. However, she thinks the number will likely reach $200T.
"So it will go from a little more than 10% of global equity market caps to what we believe could be more than half," she predicted.
Specifically, Wood sees tremendous growth in disruptive innovation for DNA sequencing, robotics, energy storage, artificial intelligence and blockchain technology.
On individual stocks, Wood recommended an investment in Zoom, saying the company has $4B in revenue in a market worth about $1.5T globally.
"So we think it has miles to go," she said.
Wood also continued to back $特斯拉(TSLA.US)$, saying that recent stock sales by Elon Musk only represent an understandable need to pay taxes and diversify.
"Most of his net worth ... is in Tesla and SpaceX. I would bet that any financial adviser would say you have got to diversify," she said.
Wood has recently taken profits in some of her TSLA stake but she continued to praise Musk and the company's positioning for the next phase of innovation in the car industry.
"It really doesn't look like the Tesla has changed that much from a design -- it has from a technology point of view but not so much from a design point of view. And I think Elon and team are getting ready for this robo taxi world," she said.
Turning to the overall economy, Wood warned that the economy could be developing an "inventory problem," with companies over-purchasing products to try to keep up with perceived demand and stay ahead of supply chain bottlenecks.
Wood also repeated her belief that the economy's long-term trend is toward deflation rather than inflation, due to the downward pressure on prices that innovation will have.
Given her view on inflation, Wood doesn't view Bitcoin as a hedge against currency devaluation, as some others do. However, she sees it as "an important asset class" that offers protection "against confiscation of wealth other than inflation."
"We have been a net buyer and we pick our spots. Over time we pick our spots we do not buy on spikes," she said.
Wood has previously predicted that $比特币(BTC.CC)$ would eventually hit $500,000.

$ARK Innovation ETF(ARKK.US)$ I like ark’s theory, but it’s too indiscriminate in practice. What anybody sees in $Zillow-C(Z.US)$, for example, is beyond me. Just because they’re doing something new behind a computer screen doesn’t mean they’re creating value.
$Zoom视频通讯(ZM.US)$ $特斯拉(TSLA.US)$

$亚马逊(AMZN.US)$ Amazon’s business lines are thriving whether AWS, its higher-margin business segment, logistics segment, or its advertising business which grew to ~$8B at ~50% YoY in Q3. Amazon’s revenue is expected to rise by ~12.35% annually through 2030, per moomoo earnings estimates.
Amazon’s online marketplace continues to be a strength for Amazon while it continues to invest in other areas, such as financial technology and logistics to drive down costs which leads to lower prices and better customer experiences. As AWS continues to absorb market share while Amazon invests in lowering costs to fuel future growth, I anticipate Amazon will build new verticals and continue to increase its profits, especially as Amazon looks to get into payments and embedded finance.
For a more detailed analysis of Amazon’s financials, I recommend reading my partner Ahan Vashi's analysis of Amazon’s Q3 earnings results in "The Perennial Growth Machine Hits A Snag".

$特斯拉(TSLA.US)$ $Lucid Group(LCID.US)$ TDI ranks insurers by size. For auto carriers, Redpoint County Mutual is 24th out of the top 40 with all of 0.88% of the Texas auto insurance market!
With Redpoint's massive claims adjusting group and Tesla's collision centers omnipresent through out Texas overflowing with repair parts (and $~1,800/year for a single car!), what else could anyone want?
PS We pay USAA $680/year for 2 cars (2016 &2019 large Hondas) before the annual return of premium to members

我会在这里引起极大的争议。
$小鹏汽车(XPEV.US)$ 宣布他们将在2022年下半年开始机器人出租车业务。另一方面，从乐观的角度来看，FSD还有几年的时间。所以有些钱卖了 $特斯拉(TSLA.US)$ 并于今天购买了 XPEV。

$Palantir(PLTR.US)$ Hey Karp, Palantir is not a start up any more. Stop handing out stock options like candy. You have public owners you need to answer to. In fact, if you don't change your ways quickly, your employees' stock options will be worthless.

Societe Generale has upgraded $艾伯维公司(ABBV.US)$ to buy from hold on what it views as better than expected execution of its immuno-inflammation and aesthetics businesses.
The firm also raised its priced target from $111 to $172 (~48% upside).
Analyst Justin Smith said that AbbVie has taken over from Bristol-Myers Squibb (BMY +1.4%) as his preferred value call in the global large cap pharma space.
Following AbbVie's Q3 earnings results, Smith has "full conviction" in the company's long-term guidance for the Allergan aesthetics franchise.

$奈飞(NFLX.US)$ NFLX的息税折旧摊销前利润已经远远超过了迪士尼有史以来最好的年度（2018年），盈利能力即将爆发。
收入增长8％意味着收益增长40％。
该股的交易价格为LQA息税折旧摊销前利润的15倍或预期收益的35倍。它非常便宜。