Pinned
Don’t chase what was. Own what’s next. Big Ideas 2026.
Download now:
ARK Invest
12K posts
ARK Invest
@ARKInvest
Investment advisor focused solely on disruptive innovation.
Disclosure: arkinv.st/terms
- SpaceX IPO. $400B revenue potential. Orbital data centers. Tesla Robotaxis. Fox acquiring Roku. @wintonARK, @skorusARK, and @GrousARK break it all down on "The Brainstorm."
00:00 - "You're not trying to find a cancer drug for a million people, not even 100,000. One." @Andytang joins For Your Innovation to discuss why personalized cancer treatment could flip the entire U.S. Food and Drug Administration model on its head.
00:00 - SpaceX just went public. @wintonARK, @skorusARK, and @GrousARK break down a path to $400B in revenue, orbital data centers, and what Tesla Robotaxis signal for space-enabled investment on "The Brainstorm."
- ARK Invest reposted
Our “June Fund mARKet Update Webinar” is now available. Watch as @CathieDWood and our research/investment team address ARK performance and holdings and answer your questions on autonomy, healthcare, SpaceX, Anthropic, OpenAI, and more.
- ARK Invest reposted
As AI labs like Anthropic and OpenAI continue to push the frontier of performance, government regulation is becoming a more meaningful headwind to adoption. Read more on Fable/Mythos, SpaceX, and more in this week's newsletter: - The day Kevin Warsh was appointed, gold peaked. @CathieDWood says the 2022 rate hikes were a massive mistake and the market already knows it. She connects the metals-to-gold ratio, range-bound rates, and the global Treasury selloff in the June "In The Know."
00:00 - .@Andytang has spent 20+ years in investing. On FYI, he breaks down founder psychology, contrarian investing, and why Draper Associates is backing ideas as unconventional as artificial wombs, AI-generated companies, and single-patient cancer therapies.
- What is the data really saying right now? ARK sees a boom building while the market looks the other way. @CathieDWood breaks it down. Scroll ↓ for key macro takeaways from the June "In The Know."
- Bitcoin has been transitioning from being primarily held in retail to being more institutionally held. Why? @dpuellARK gives six reasons for askARK. Want to learn more? Check out ARK's Bitcoin research in Big Ideas 2026.
00:00 - Non-farm payrolls came in at 172,000. Expectations were 88,000. Wages grew ~0.3%. Productivity is running near 3%. That gets you to unit labor costs of roughly half a percent. @CathieDWood explains why that is a boom story in “In The Know.”
- ARK Invest repostedSpaceX is now public. For ARK, this moment has been years in the making. We initiated our position in the ARK Venture Fund in 2023, long before the S-1 was filed, and have built conviction through every data point since. Our thesis has not changed: this is one of the most
