Key quotes from all @ARKInvest Best Ideas for 2021-
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1/ Deep Learning
"According to ARK's research, deep learning will add $30 trillion to the global equity market capitalization during the next 15-20 years."
#OpenAi
Follow Thread for Full Details. Share and Educate
1/ Deep Learning
"According to ARK's research, deep learning will add $30 trillion to the global equity market capitalization during the next 15-20 years."
#OpenAi
2/ The Re-invention of the Data Center
"For cloud computing, we believe ARM, RISC-V, and graphics processing units (GPUs) are likely to emerge as the new powerhouse processors. Together they could scale at a 45% annual rate to $19 billion in revenue by 2030."
$NVDA ARM
"For cloud computing, we believe ARM, RISC-V, and graphics processing units (GPUs) are likely to emerge as the new powerhouse processors. Together they could scale at a 45% annual rate to $19 billion in revenue by 2030."
$NVDA ARM
3/ Virtual Worlds
According to our research, revenue from virtual worlds will compound 17% annually from roughly $180 billion today to $390 billion by 2025"...
According to our research, revenue from virtual worlds will compound 17% annually from roughly $180 billion today to $390 billion by 2025"...
"Today, virtual worlds are independent from each other, but in the future they could become interoperable, culminating in what futurists have deemed 'The Metaverse.’"
$FB $SNAP $SKLZ $U $PINS $GOOG
$FB $SNAP $SKLZ $U $PINS $GOOG
4/ Digital Wallets
"According to ARK’s research, digital wallets are valued between $250 and $1,900 per user today but could scale to $20,000 per user, representing a $4.6 trillion opportunity in the US by 2025."
$PYPL $BFT $IPOE $SQ $MELI $SE $SHOP $STNE
"According to ARK’s research, digital wallets are valued between $250 and $1,900 per user today but could scale to $20,000 per user, representing a $4.6 trillion opportunity in the US by 2025."
$PYPL $BFT $IPOE $SQ $MELI $SE $SHOP $STNE
5/ Bitcoin's Fundamentals
"Based on search volumes compared to 2017, bitcoin’s price increase seems to be driven less by hype. With bitcoin appearing to gain more trust, some companies are considering it as cash on their balance sheets..."
"Based on search volumes compared to 2017, bitcoin’s price increase seems to be driven less by hype. With bitcoin appearing to gain more trust, some companies are considering it as cash on their balance sheets..."
"If all S&P 500 companies were to allocate 1% of their cash to bitcoin, ARK estimates that its price would increase by approximately $40,000."
$BTC
$BTC
6/ Bitcoin: Preparing for Institutions
"We believe bitcoin offers one of the most compelling risk-reward profiles among assets. As our analysis suggests, it could scale from roughly $500 billion to $1-5 trillion in network capitalization during the next 5 to 10 years."
$BTC
"We believe bitcoin offers one of the most compelling risk-reward profiles among assets. As our analysis suggests, it could scale from roughly $500 billion to $1-5 trillion in network capitalization during the next 5 to 10 years."
$BTC
7/ Electric Vehicles
"Based on Wright’s Law, ARK forecasts that EV sales should increase roughly 20-fold from ~2.2 million in 2020 to 40 million units in 2025."
$TSLA $BYD
"Based on Wright’s Law, ARK forecasts that EV sales should increase roughly 20-fold from ~2.2 million in 2020 to 40 million units in 2025."
$TSLA $BYD
8/ Automation
"Automation has the potential to shift unpaid labor to paid labor. For example, as food services automate, they will transform food prep, cleanup, and grocery shopping into market activities including food delivery...
"Automation has the potential to shift unpaid labor to paid labor. For example, as food services automate, they will transform food prep, cleanup, and grocery shopping into market activities including food delivery...
"ARK believes automation will add 5%, or $1.2 trillion to US GDP"
$TER
$TER
9/ Autonomous Ride-Hailing
"ARK’s research suggests that autonomous ride-hailing platforms will generate more than $1 trillion in profits per year by 2030. In addition, automakers and fleet owners could enjoy profits of $250 billion and $70 billion, respectively."
$TSLA
"ARK’s research suggests that autonomous ride-hailing platforms will generate more than $1 trillion in profits per year by 2030. In addition, automakers and fleet owners could enjoy profits of $250 billion and $70 billion, respectively."
$TSLA
10/ Drone Delivery
"ARK believes that drone delivery platforms will generate roughly $275 billion in delivery revenues, $50 billion in hardware sales, and $12 billion in mapping revenue by 2030."
$AMZN $WMT $GOOG
"ARK believes that drone delivery platforms will generate roughly $275 billion in delivery revenues, $50 billion in hardware sales, and $12 billion in mapping revenue by 2030."
$AMZN $WMT $GOOG
11/ Orbital Aerospace
"According to ARK's research, the orbital aerospace opportunity – including satellite connectivity and hypersonic flight – will exceed $370 billion annually."
$SPCE $SRAC $NPA $IRDM $MAXR
"According to ARK's research, the orbital aerospace opportunity – including satellite connectivity and hypersonic flight – will exceed $370 billion annually."
$SPCE $SRAC $NPA $IRDM $MAXR
12/ 3D Printing
"ARK believes 3D printing will revolutionize manufacturing, growing at an annual rate of roughly 60% from $12 billion last year to $120 billion in 2025."
$NNDM $DM $PRLB $XONE
"ARK believes 3D printing will revolutionize manufacturing, growing at an annual rate of roughly 60% from $12 billion last year to $120 billion in 2025."
$NNDM $DM $PRLB $XONE
13/ Long-Read Sequencing
ARK believes long-read technology offers superior accuracy, more comprehensive variant detection, and a richer set of features than short-read platforms. By the end of 2025, highly-accurate long and short-read sequencing should approach cost-parity...
ARK believes long-read technology offers superior accuracy, more comprehensive variant detection, and a richer set of features than short-read platforms. By the end of 2025, highly-accurate long and short-read sequencing should approach cost-parity...
"We estimate that long-read revenues will grow 82% at an annual rate, from $250 million in 2020 to roughly $5 billion in 2025."
$BNGO $ILMN $PACB $TSG $NSTG $BLI $TMO $TWST
$BNGO $ILMN $PACB $TSG $NSTG $BLI $TMO $TWST
14/ Multi-Cancer Screening
"According to ARK’s research, the convergence of innovative technologies has pushed the cost of multi-cancer screening down by 20-fold from $30,000 in 2015 to $1,500 today and it should drop another 80%+ to $250 in 2025."...
"According to ARK’s research, the convergence of innovative technologies has pushed the cost of multi-cancer screening down by 20-fold from $30,000 in 2015 to $1,500 today and it should drop another 80%+ to $250 in 2025."...
"As a result, the multi-cancer screening market should scale to $150 billion in the US. A multi-cancer screening protocol could avert 66,000 cancer deaths per year in the US, saving 1.4 million human life years."
$EXAS $PSNL $GH $ILMN
$EXAS $PSNL $GH $ILMN
15/ Cell and Gene Therapy: Generation 2
"Cell And Gene Therapies Are In Early Days. New cell and gene therapy innovations could increase the total addressable market for oncology therapeutics by more than 20-fold."
"Cell And Gene Therapies Are In Early Days. New cell and gene therapy innovations could increase the total addressable market for oncology therapeutics by more than 20-fold."
ARK Estimates That Allogeneic Cells And Cellular Immuno-therapies Could Create $250 Billion In Incremental Revenues.
$CLLS
$CLLS
Which companies have I missed in these big ideas?
Please share and help educate.
Please share and help educate.
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