Darntons Profile picture
Aug 8 β€’ 10 tweets β€’ 3 min read
HOLY: 😍

Cathie Wood just said THIS about innovation.

She said innovation will 200X by 2030.

WTF!

Read for a summary of her comments. πŸ‘‡

ALL investors MUST read:

#ARKInvest #investing #CathieWood
Cathie stated these innovative trends are occurring at a rapid pace, and that these trends are unstoppable and have just been unleashed. πŸ‘‡
Innovation is solving way more problems than beforehand, now there are actually even more opportunities for innovation to perform.

However, Cathie states how public markets have not recognised this concept yet, and therefore innovative funds have been slashed. πŸ‘‡
Many investors have stated that there are similarities between now & the dot-com bubble.

However ARK disagree: β€œwe couldn’t be further away from the tech-and-telecom-bubble. πŸ‘‡
There are currently non-trivial examples of innovation producing amazing results.

One example is through the Human Genome Project, in which has experienced a DNA base sequencing cost decline of more than 700,000 gold since the inception of the project. πŸ‘‡
Innovation solves issues:

Robotic automation can solve issues in order to create efficiencies she said.

Due to China’s zero-COVID-policy, this has caused more disruption for supply chains.

Cathie said innovation will solve these issues through automation and data-usage. πŸ‘‡
Cathie Wood mentioned how an interesting inflection point has been hit – namely the inflection point in which consumers are now preferring EVs over ICE vehicles slightly.

Longer term this is likely to bring prices down said Cathie. πŸ‘‡
β€œThe move towards electric mobility is unstoppable and occurring at an unstoppable rate”.

Will TESLA win? Let us know! πŸ‘‡
Cathie has never seen as many opportunities within innovative investing as she does today.

"Disruptive innovation which is now valued at 10T dollars in public markets, which is roughly 10% of the global equity market cap, is believed to scale to 210T by 2030." πŸ‘‡
Is she CRAZY? Let us know!

What stocks do you OWN?

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More from @DarntonsMedia

Aug 7
As an investor, company STRUCTURE is one of the most VITAL metrics to look at. πŸ‘‡

But, not many RETAIL investors understand why.

Let's take a dive into $PLTR - and their UNIQUE organisational structure and culture.

But first, why in the world does this actually matter? πŸ‘‡
Companies at their core are organisations in which consist of the gathering of humans.

In order to create loonshot companies, one must organise these humans within the most effective manner.

As an investor, this organisation should be taken into consideration.
Case study of Britain during WW2 shows how organisational structure is vital for success.

The radar was one of the most innovative breakthroughs.

But, the radar was only introduced within the later half of the war – and it prevailed Britain to win the war.
Read 10 tweets
Aug 6
The one and only @nelson_hsieh7 - Head of Research at @voltequity was a guest of today's "In The Loop"

1/x 🧢

@nelson_hsieh7 @voltequity We discussed how the Inflation Reduction Act is basically a hidden bailout for the legacy auto.

How it will endanger earnings through minimum TAX rate for big corp.
@nelson_hsieh7 @voltequity We asked Niels about BITCOIN $BTC miners - how they operate, how they navigate tough environment of $BTC far from ATH

We also touched upon $BTC regulation and adoption in different parts of the world.
Read 4 tweets
Aug 6
New EV Tax Credits present some OBSTACLES to $TSLA and a few against $GM and $F as well. Image
The new proposed system of EV tax credits allows for a maximum credit of $12,500 for new EVs and $4,000 for used EVs.

The new system:

1 emphasizes larger, disfavors hybrid EVs

2 places limits on income and the price of the EV
3 gives a $4 500 advantage to car manufacturers with union labor ( $F + $GM )

4 gives an advantage to dealerships which can provide an immediate rebate vs. having to wait until the next tax year with Tesla.
Read 4 tweets
Aug 5
βœ‹ Palantir is one of the most unique software companies in the WORLD.

But - what does the company actually do & why are investors so INTERESTED in Palantir?

Many claim Palantir has "supernatural" product capabilities.

πŸ‘‡ Read for a breakdown of the Palantir OS.

$PLTR Image
Right. Let's make this VERY simple. πŸ˜€

The idea of an "operating system" can be broken down into 4 main areas.

1) Firstly, through Palantir software, one can β€œdrag & drop” certain tools, features, & partnered applications onto the project. 😲 Image
This can be done fluently, meaning that the tools, features & applications communicate & work in conjunction with each other.
Read 14 tweets
Apr 21
CodeStrap is a software engineer who is extremely bullish on $PLTR:

He believes #Palantir will dominate the next 5 years.

Recently, I had a 1-1 conversation with CodeStrap.

Here are the key insights.
#Palantir is surfing some huge waves.

β€œWe are running into limits of training models on one cloud provider. Data streams are becoming so big that you can not funnel it into one model.

This is how big the data issue is becoming.”
85% of any AI initiatives out there are going to fail.

These current companies are all using homegrown solutions, in which over time do not work, or fail to deliver value.

Organisations that do not adopt solutions will fail.
Read 6 tweets
Apr 20
Here is why $PLTR has potential to become the next $MSFT

It’s all about network effects.

We did a deep-dive into Palantir’s UNREAL similarities to Microsoft.

Here is what we found out. Image
Network effects are split up into:

- Indirect: when platform or service depends on two or more user groups. As more people from one group join, the other group receives higher utility.

- Direct: value of a product or platform increases simply due to increases in user-base. Image
Example of Windows:

OS platform like Microsoft Windows is a good example of indirect network effects.

New Windows developers do not directly benefit each other, however with an increased library of Windows programs, the number of Windows users will grow. Image
Read 14 tweets

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