The ARK Holdings selection refers to a family of exchange traded funds (ETFs) managed by ARK Investment Management LLC (ARK). ARK was founded in New York City in 2014 by Cathie Wood, a prominent investor known for her bullish stance on technology stocks. The firm's investment philosophy is centered around identifying disruptive technologies and investing in companies that are positioned to benefit from these trends. The ARK ETFs have gained attention from investors and analysts due to their strong performance and unique investment approach. ARK currently has eight ETFs: ARKK, ARKW, ARKG, ARKQ, ARKF, ARKX, PRNT, LZRL.
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Musk's number one "fan", Wood, reaffirms: Tesla's stock price will increase tenfold.
① Despite Tesla's stock price having dropped by over 30% this year, many of Musk's supporters do not seem to have lost faith in the electric Autos giant; ② On Monday, Cathie Wood, known as "Wood the Great", expressed her optimistic outlook for Tesla's future, predicting that the stock will reach $2,600 within five years, nearly ten times its current price.
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Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
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