Cathie Wood

Sie haben den Kampf gegen Regulierer in einer wunderschönen Art und Weise gewonnen. Und sie haben wichtige politische Anbieter aufgearbeitet, die verstehen, dass diese Innovation, wir haben den Rest des Weltraums fast verloren, wegen unserer Regulierung.

Sie haben den Kampf gegen Regulierer in einer wunderschönen Art und Weise gewonnen. Und sie haben wichtige politische Anbieter aufgearbeitet, die verstehen, dass diese Innovation, wir haben den Rest des Weltraums fast verloren, wegen unserer Regulierung.

They've helped policy makers understand that, hey, this infrastructure is what developers did not build into the Internet in the early 90s because they didn't know finance or commerce would take place. That's all this is. It's that simple, right?

They've helped policy makers understand that, hey, this infrastructure is what developers did not build into the Internet in the early 90s because they didn't know finance or commerce would take place. That's all this is. It's that simple, right?

We had invested in Twilio. They had a management turnover, so we moved away from that. But Palantir... Palantir. Yes, Palantir is a platform as a service company, which we think is not only going to help governments move into the digital age, like our defense department, and now it's moving into other departments, but also these huge, huge enterprises...

We had invested in Twilio. They had a management turnover, so we moved away from that. But Palantir... Palantir. Yes, Palantir is a platform as a service company, which we think is not only going to help governments move into the digital age, like our defense department, and now it's moving into other departments, but also these huge, huge enterprises...

weil es sie nicht verursacht, irgendetwas zu verwandeln. Sie werden auf der Oberfläche aller Technologien und Infrastrukturen bauen und über die Zeit die Rolle der Legacy-Technologien erzeugen. Es ist also eine sehr wichtige Firma, wie wir denken, in der digitalen Äußerung. Es hat einen sehr großen Rund. Wir haben Profite erzielt. Und während Nvidia einen großen Rund hatte,

weil es sie nicht verursacht, irgendetwas zu verwandeln. Sie werden auf der Oberfläche aller Technologien und Infrastrukturen bauen und über die Zeit die Rolle der Legacy-Technologien erzeugen. Es ist also eine sehr wichtige Firma, wie wir denken, in der digitalen Äußerung. Es hat einen sehr großen Rund. Wir haben Profite erzielt. Und während Nvidia einen großen Rund hatte,

was selling off, it was down more than 50%. So we put some of our Palantir proceeds back into NVIDIA.

was selling off, it was down more than 50%. So we put some of our Palantir proceeds back into NVIDIA.

Well, when you're thinking about chip companies in particular, TSM is the platform for chip manufacturing. It doesn't matter who wins. We do think there are going to be many more competitors to NVIDIA. NVIDIA is still number one. Have you heard about Grok? Oh, yes. Grok we are invested in in our private fund.

Well, when you're thinking about chip companies in particular, TSM is the platform for chip manufacturing. It doesn't matter who wins. We do think there are going to be many more competitors to NVIDIA. NVIDIA is still number one. Have you heard about Grok? Oh, yes. Grok we are invested in in our private fund.

Do you mean Grok with a Q? Yes, that's in our private fund. We do own Grok. And that's a very important company on the inference side of the equation.

Do you mean Grok with a Q? Yes, that's in our private fund. We do own Grok. And that's a very important company on the inference side of the equation.

Well, I think you're going to do very well. So, TSM though, is where all the chip manufacturers go for production. It is the most sophisticated manufacturer of chips in the world. There is geopolitical risk there. Most of its business is in Taiwan. It is diversifying into, certainly into the US and I think even into Europe. So I think that will continue to be a very important company as well.

Well, I think you're going to do very well. So, TSM though, is where all the chip manufacturers go for production. It is the most sophisticated manufacturer of chips in the world. There is geopolitical risk there. Most of its business is in Taiwan. It is diversifying into, certainly into the US and I think even into Europe. So I think that will continue to be a very important company as well.

So I'd have to give you, and they're listed on our website, and I won't go in order, I'm sure. But of course, Tesla, Coinbase... Robinhood. Roku ist ein operating system for connected TVs, highly misunderstood stock. CRISPR Therapeutics, which is gene editing for sickle cell disease and beta thalassemia. Palantir, I think I've mentioned in the AI software space. Archer just moved into the top 10.

So I'd have to give you, and they're listed on our website, and I won't go in order, I'm sure. But of course, Tesla, Coinbase... Robinhood. Roku ist ein operating system for connected TVs, highly misunderstood stock. CRISPR Therapeutics, which is gene editing for sickle cell disease and beta thalassemia. Palantir, I think I've mentioned in the AI software space. Archer just moved into the top 10.

It's the eVTOL company and it also signed a deal, an exclusive deal on both sides, which was quite impressive, with Andoril, which is the most sophisticated defense tech play and is Roblox? Oh, that's the one we're missing. Roblox.

It's the eVTOL company and it also signed a deal, an exclusive deal on both sides, which was quite impressive, with Andoril, which is the most sophisticated defense tech play and is Roblox? Oh, that's the one we're missing. Roblox.