Welcome, Investors!

The markets are loud—but smart money isn’t yelling, it’s moving.

While headlines chase hype, I’ve been following the quiet recalibration happening inside Cathie Wood’s ARK Invest—and it’s far from retreat. It’s a strategic repositioning that reveals what true conviction looks like when the future is in flux.

In this issue, I’m breaking down:

📈 Tesla to $2,600? The Robotaxi Play That Could Change Everything
Tesla isn’t just a car company—it’s ARK’s moonshot into AI mobility. With robotaxis on the near horizon, we’re looking at a potential $2.6K price target by 2030. It's not about vehicles anymore—it's about platform dominance and infrastructure scale.

🧬 The Quiet Rotation: Biotech & AI Infrastructure
Forget the noisy headlines. ARK is leaning hard into biotech and AI—not as hype bets, but as next-gen infrastructure. Think GitLab, Tempus AI, Crispr, and Pacific Biosciences. These aren’t moonshots—they’re high-conviction moves where compounding growth is already underway.

💡 Why ARK Is Trimming Palantir (and It’s Not What You Think)
Despite explosive commercial and government growth, Palantir is seeing cuts. But this isn’t about doubt—it’s about discipline. Profit-taking at peaks while keeping the core position? That’s portfolio mastery.

🔧 AMD & Nvidia: The Chips Powering ARK’s Future Bets
ARK keeps stacking shares of Nvidia and AMD—even at sky-high prices. Why? Because these aren’t just chipmakers anymore. They’re foundational to everything ARK is betting on: biotech, autonomous systems, and AI at scale.

📉 Winners vs. Coasters: Why Shopify Stays and Block Gets Cut
Shopify’s still innovating, still growing. Block? Not so much. With no growth in Cash App users and weak revenue signals, ARK is making the tough call. Execution matters—and the market is watching.

Let’s navigate these markets with intention—and invest like we mean it. 🧠💥

Erwin Dwight

Founder of Investing Wise Academy

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