https://finance.yahoo.com/news/cathie-wood-misery-mounts-arkk-115558549.html
https://finance.yahoo.com/news/cathie-wood-ark-etf-sees-204733026.html
More buy signals for you 
I going to buy a pot farm instead. Can net $1м per acre. Better than mining crypto
People are still loading up puts on ARKK. Super crowded trade. Short squeeze may be coming.
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Waiting for your blowoff top?
Ideal for me to add heavily to short position, blow please. Tired of my puny short position.
Agree with her or not, and I don’t agree with everything she said, Cathie does know her macro cold.
Macro is the death zone for investors.
Was happy to see this…
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Cathie boo-boo commodities and put up a brave face.
“Many consider what has happened in the last 3 months to be the equivalent of the tech and telecom bust. We do not believe that this is the case in the least,” she said.
Wood, however, remains bullish that growth stocks such as Tesla Inc will continue to outperform over the next 5 years despite their recent declines.
“If I loved it up there and it’s 35% less expensive it must be a steal,” she said.
Her stocks like Tesla are in a bubble since November. Tesla was $400 back then. Could easily go back that and seems to be currently headed that way.
May market update from Cathie and team. A pretty good one as they went over first the macro and later drilled into some specific names like TSLA, ROKU and TDOC.
Talk so much about inflation and deflation but with no hard number? Technically, anything higher than 0 is inflation. Any negative number is deflation. Give a range at least.
The Fed considered anything under 2% is non inflationary. Still some negative interest rates in the world. But every thing I see is being prices inflated.
Utilities taxes gas housing food construction healthcare education are all seeing prices increase. What isn’t increasing in price. TVs and computers?
.
So +2 = 0 
. > 2 Inflation
. 0 to +2 = 0 non-inflationary
. < 0 Deflation
That’s what matter to most of us. Who care about deflation in battery and genomic editing.
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The Trade Desk (TTD)
The Trade Desk (TTD) traded down 26% on Monday despite reporting earnings those surpassed expectations. Because of Apple’s new opt-in advertising rules, management did not provide second quarter guidance on either GAAP Net Income or the reconciliation of adjusted EBITDA guidance to net income. The company also announced a ten-for-one stock split, effective June 9th. The Trade Desk is an ad-tech company that facilitates audience targeting across different media formats and should continue to benefit from the shift in advertising from linear TV to streaming.
Twist Bioscience (TWST)
Twist Bioscience (TWST), a leader in synthesizing DNA for a large and growing array of end markets, closed down 17% on Monday despite reporting top and bottom lines that surpassed expectations and then raising annual revenue guidance. In other words, it succumbed to the broad-based sell-off in biotech and genomics stocks. We are confident that synthetic DNA is not commoditizing, and that Twist’s synthesis platform is positioned uniquely to address the broadening needs of the synthetic biology, next generation sequencing (NGS), and longer term data storage markets.
Roblox (RBLX)
Roblox (RBLX) traded up 21% on Tuesday after missing earnings expectations but reporting promising metrics: a 161% increase year over year in bookings, a 79% increase in daily active users (DAUs), and a 98% increase in total hours engaged. Roblox’s first quarterly earnings report indicates strong demand for its entertainment platform and continued consumer interest in digital worlds. Roblox is an online entertainment platform that allows users to engage with a variety of virtual worlds and games. Roblox hosts independent developers who create and offer their games on its platform.
Skillz (SKLZ)
On Friday, Skillz (SKLZ) traded up 15%, rebounding from several short reports and from the broad-based selloff in growth equities during the rotation into value during the past three months. We have stated our belief that claims against Skillz are grossly exaggerated or false and are confident in the company’s position in the gaming ecosystem. Skillz is a leading mobile games platform that enables competitive esports style play. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide.
After rewarding innovation-based strategies handsomely in 2020 and early 2021, equity markets have rotated aggressively toward cyclicals and other value-based strategies during the last few months. In our view, this rotation has broadened and strengthened the bull market significantly, preventing another tech and telecom bubble and setting the stage for another leg up in innovation-based strategies. Had the equity market continued to narrow toward innovation, the odds of a bust like that after the tech and telecom bubble would have increased. Instead, valuations have reset, particularly in “stay-at-home” stocks, many of which have been cut by more than half since last summer. In our view, the coronavirus crisis transformed the world significantly and permanently, suggesting that stay-at-home and other innovation-driven stocks will regain momentum.
Repeat same message every week?
Nobody can get everything right. In fact one should be very suspicious of people who claim they can predict the future, like Rob the snake-head guy and Panda.
At least Cathie is not looking at the moon for stock prediction.
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