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1）The name Palantir comes from the "Crystal of Truth" (Palantiri) in "The Lord of the Rings" - seeing the deep value behind the data. It once helped the US government kill bin Laden with its powerful Data Analysis capabilities, and has since successfully expanded into non-governmental businesses, with layouts in AI, finance, insurance, healthcare, and other fields. Its revenue has grown at a very high compound annual growth rate in the past 16 years.
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ARK Ark Fund currently holds nearly $800 million worth of Tesla stock, making Tesla the largest holding of its ARKK Fund. This indicates that Mu Jie's confidence in its future remains unchanged, and she believes that Tesla's return to the throne is only a matter of time.
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The launch of the Bitcoin spot ETF has brought in billions of dollars in traditional funds in the past three months, effectively helping the Bitcoin price reach a historical high of $73,000.
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Chips are not NVIDIA's only competitive advantage. It is actively seeking opportunities to expand its influence. Its multiple external investments are not only for financial returns, but also to further amplify the demand for its high-performance chips and nourish the "NVIDIA ecosystem".
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Historically, halving the block reward will cause significant fluctuations in the price of Bitcoin in the previous year. In the previous three times, the price of Bitcoin had a significant increase. Following a similar rhythm, by the end of 2024, Bitcoin is likely to break through $100,000.
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Adobe's first take-off was due to the conversion of a one-time purchase license system to a subscription system. Although the financial data entered a short-term trough of transformation, with the manifestation of the cloud strategy, the company's revenue grew rapidly in the following five years, and the stock price rose more than seven times.
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Coinbase's financial performance has always been very volatile. It has proven that it can ride the wave of the cryptocurrency market to earn extremely considerable profits, but it is difficult to recover when the cryptocurrency market turns bearish.
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Duolingo is expected to become one of the companies with the most opportunities to use AI to rapidly develop their business. The co-founder's graduate thesis is about how AI can help humanity. Duolingo may have been born for this opportunity.
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1）India's economy is another miracle after China. In the past 20 years, the MSCI India Index has risen by over 900%, far exceeding the S&P 500 Index and the MSCI Emerging Markets Index. Currently, India has become the third largest weight in the MSCI Emerging Markets Index.
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BlackRock, Fidelity, and ARK are the most likely to succeed, but the real winners are the investors themselves.
Effective dialogue between the SEC and potential publishers is an important reason for the final approval of the Bitcoin spot ETF. 11 Bitcoin spot ETFs (including GBTC) have been approved at the same time, thanks to the SEC learning from the lesson that one ETF in the Bitcoin futures ETF market can eat up the vast majority of the market share just by leading by three days. Allowing all prepared publishers to compete in the same field is more fair and beneficial to investors.