$ARK Innovation ETF (ARKK.US)$ Any idea why they keep quoting this loser ?? --- her main fund is getting butt blasted this year, down hard YTD.
$特斯拉 (TSLA.US)$ $Zoom視頻通訊 (ZM.US)$

$特斯拉 (TSLA.US)$ 我的目標價是$10,000，基於以下幾點：
- 它是一家軟體公司，因為他們正在開發完全自動駕駛功能。沒有其他公司這樣做，而且已經完全運作良好。
- 特斯拉將成為人工智能和機器人領域的領導者。特斯拉機器人剛剛推出不久，將在最多2年內替每個人洗碗。
- 無人出租車即將來臨，所以特斯拉將佔據整個出租車市場。
- 特斯拉的保險是基於人工智能等技術，將創造數以兆計的利潤。沒人想過追蹤駕駛習慣，這一點就充分證明了目前的估值。
- 最後，別忘了這些高品質的汽車。
實際上，我將調高我的價格目標至$20,000。

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 $Zoom視頻通訊 (ZM.US)$ and $特斯拉 (TSLA.US)$.
She also described herself as a "net buyer" of $比特幣 (BTC.CC)$, 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 $比特幣 (BTC.CC)$ 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.
$Zoom視頻通訊 (ZM.US)$ $特斯拉 (TSLA.US)$

$亞馬遜 (AMZN.US)$ 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

我在這裡會很有爭議的。
$小鵬汽車 (XPEV.US)$ 宣布他們將在 2022 年下半年開始機器人計程車業務。另一方面，富署還有幾年的樂觀情況。所以賣了一些錢 $特斯拉 (TSLA.US)$ 並今天購買了 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.

總公司已升級 $艾伯維公司 (ABBV.US)$ 從暫時購買其認為其免疫發炎和美容業務的執行效果比預期更好的產品。
該公司還將其定價目標從 111 美元提高到 172 美元（上漲約 48%）。
分析師賈斯汀·史密斯表示，AbbVie 已從布里斯托爾-邁爾斯斯基布（BMY +1.4%）擔任他在全球大型製藥領域的首選價值選擇。
隨著 AbbVie 的第三季度盈利業績，史密斯對該公司對 Allergan 美學特許經營的長期指導表達了「完全信心」。

$奈飛 (NFLX.US)$ NFLX EBITDA已經遠超過迪士尼有史以來的最佳年份（2018年），且盈利能力即將爆發。
營業收入增加8％意味著盈利增加40％。
該股票以15倍近四個季度的EBITDA交易，或者以35倍預期盈利交易。真是便宜得要命。