BILL MILLER SAYS LONG-TERM THINKERS ARE ROTATING FROM AI TO CRYPTO The shift is about AI valuation concerns and global liquidity interventions: - The AI trade is losing some luster as investors question valuations and returns on massive capex - Long-dated thinkers are shifting

Ark Invest Tracker @ArkkDaily ·
视频封面
BILL MILLER SAYS LONG-TERM THINKERS ARE ROTATING FROM AI TO CRYPTO The shift is about AI valuation…

更多来自 @ArkkDaily

  1. #1

    CATHIE WOOD SAYS SOME AI STORIES ARE ONLY AN INCH DEEP The test is not whether management says “AI.” It is whether the company has real AI talent behind the story: - Cathie Wood s…

    Ark Invest Tracker @ArkkDaily ·
    视频封面
  2. #2

    SAM ALTMAN SAYS THE 2 BIGGEST AI RISKS ARE LOSS OF CONTROL AND CENTRALIZED POWER The danger is not just AI getting too powerful. It is humans losing control of the future: - One r…

    Ark Invest Tracker @ArkkDaily ·
    视频封面
  3. #3

    VISTASHARES CEO ADAM PATTI SAYS HIGH-QUALITY PRODUCTS HAVE TO WORK ACROSS DIFFERENT MARKET CYCLES Our partners at VistaShares are building a product family around growth, income,…

    Ark Invest Tracker @ArkkDaily ·
    视频封面
  4. #4

    Here is every move that Cathie Wood and Ark Invest made in the stock market today 8/26

    Ark Invest Tracker @ArkkDaily ·
    Here is every move that Cathie Wood and Ark Invest made in the stock market tod…Here is every move that Cathie Wood and Ark Invest made in the stock market tod…
  5. #5

    CATHIE WOOD SAYS ONE OF THE BIGGEST HEALTHCARE OPPORTUNITIES IS BEING IGNORED The reason is simple: many of these companies are not in the benchmarks: - Analysts often ignore comp…

    Ark Invest Tracker @ArkkDaily ·
    视频封面
  6. #6

    HORIZON’S MIKE DICKSON SAYS THE STOCK MARKET BUBBLE WARNING MAY BE TOO EARLY A former NY Fed president sees the bubble bursting before the end of 2027, but Dickson says the math s…

    Ark Invest Tracker @ArkkDaily ·
    视频封面

查看 @ArkkDaily 的全部帖子