Cathie Wood "Mark My Words, Everyone Who Own These 3 Stocks Will Become Millionaire By End Of 2024"
Summary
TLDRВ видео скрипте обсуждается стратегия инвестиций компании AR Invest и взгляды ее основателя Кэти Вуд на искусственный интеллект (AI). С 2014 года компания сосредоточилась на Nvidia как на чистом инвестиционном объекте в области AI, однако теперь Кэти Вуд предсказывает, что один технологический акционер может превзойти Nvidia на долгосрочной перспективе. Она уверена в потенциале автономного вождения Tesla и его способности занять лидирующие позиции на рынке автономного такси. В дополнение к обсуждению Tesla и Nvidia, скрипт поднимает тему влияния AI на стартапы и крупные компании, включая Google, и важность уникальных данных для конкурентного преимущества в эпоху искусственного интеллекта.
Takeaways
- 🤖 AI как инвестиционная тенденция: с 2014 года фирма AR Invest сфокусировалась на искусственном интеллекте, рассматривая Nvidia в качестве чистого инвестиционного актива в этом секторе.
- 📉 AR Invest сократила позиции в Nvidia: несмотря на то что акции Nvidia взлетели после рекордного квартала, AR Invest сократила свои позиции в компании.
- 🚀 Уверенность Кэти Вуд в долгосрочных перспективах Tesla: она считает, что Tesla может превзойти Nvidia в долгосрочной перспективе благодаря технологии автономного вождения.
- 🚕 Предсказание о росте доли Tesla на рынке автономного такси: Кэти Вуд предполагает, что успех Tesla в области автономного вождения позволит компании занять доминирующую позицию на рынке автономного такси.
- 📊 Разница в маржах между Nvidia и Tesla: Nvidia уже имеет высокие бруттомаржи (около 71%), в то время как Tesla находится на уровне 20%, но ожидается их рост до 60-70% благодаря автономному вождению.
- 🔄 Мультипликатор эффекта инвестиций в аппаратное обеспечение Tesla: Кэти Вуд считает, что каждый доллар, потраченный на аппаратное обеспечение Tesla, стимулирует рост спроса на программное обеспечение в 20 раз.
- 🏁 Категоризация Tesla как технологической и программной компании: Вуд и аналитики, такие как Dan Ives и Adam Jonas, утверждают, что Tesla должна быть рассматриваемой в первую очередь как технологическая и программная компания, а не просто автопроизводитель.
- 💡 Визирование Tesla как крупнейшего проекта ИИ в мире: Кэти Вуд называет автономное вождение Tesla крупнейшим проектом ИИ в мире и предсказывает, что акции Tesla будут торговаться по 2000 долларов за акцию к 2027 году.
- 🔮 Влияние ИИ на инвестиционный ландшафт: Кэти Вуд подчеркивает значимость ИИ как трансформирующей силы в инвестиционной сфере и отмечает, что сегодня ИИ больше не является мечтой, а реальностью.
- 🛠️ Важность проприетарных данных для компаний: Вуд выделяет значимость проприетарных данных, которые дают компании конкурентное преимущество и помогают им использовать возможности ИИ для улучшения принятия решений.
Q & A
Какой компании инвестиционный фонд AR Invest сократил свою долю?
-AR Invest сократил свою долю в компании Nvidia.
Почему фонд AR Invest сократил свои инвестиции в Nvidia перед ростом акций?
-Причина сокращения инвестиций в Nvidia не указана в скрипте, но это может быть связано с стратегическими изменениями в портфеле или оценкой риска.
Какой компании, по мнению Кэти Вуд, может перешагнуть Nvidia в долгосрочной перспективе?
-Кэти Вуд считает, что Tesla может перешагнуть Nvidia в долгосрочной перспективе благодаря технологии автономного вождения.
Какой технологии Кэти Вуд приписывает значительный потенциал роста для компании Tesla?
-Кэти Вуд приписывает значительный потенциал роста для Tesla технологии автономного вождения.
Какова текущая стоимость акций Nvidia и Tesla с точки зрения Кэти Вуд?
-В скрипте не указана конкретная стоимость акций Nvidia и Tesla, но утверждается, что Tesla имеет более высокую оценку, чем Nvidia, из-за потенциала автономного вождения.
Какой компании, кроме Tesla и Nvidia, упоминается в скрипте как объект интереса для AR Invest?
-В скрипте также упоминается компания UiPath, занимающаяся автоматизацией процессов с помощью роботов (RPA).
Какой аспект компании Tesla, по мнению Кэти Вуд, может привести к значительным изменениям в маржах?
-Кэти Вуд считает, что внедрение технологии автономного вождения в Tesla может привести к значительным изменениям в маржах и росту дохода.
Какой прогноз сделала компания AR Invest относительно стоимости акций Tesla к 2027 году?
-AR Invest сделала амбициозный прогноз, согласно которому стоимость акций Tesla может достичь 2000 долларов за акцию к 2027 году.
Какой технологической компании, по мнению Кэти Вуд, может AI быть лучшим или худшим случаем?
-Кэти Вуд упоминает Google как компанию, для которой AI может быть как лучшим, так и худшим случаем, в зависимости от способа интеграции и адаптации к изменениям.
Какие четыре ключевых фактора, согласно Кэти Вуд, являются важными для успешного внедрения ИИ в компании?
-Четыре ключевых фактора: глубокие доменное знание, экспертиза в области ИИ, хорошая дистрибуция (предпочтительно глобальная) и, что наиболее важно, наличие проприетарных данных.
Outlines
🚀 Инвестиции в технологии: Tesla против Nvidia
В видео скрипте обсуждается стратегия инвестиций компании AR Invest и её предпочтение Tesla перед Nvidia. С 2014 года, когда началась компания, упор делался на искусственном интеллекте, и Nvidia рассматривалась как чистый игрок в этой сфере. Однако теперь, несмотря на то что акции Nvidia подорожали, AR Invest перешла к другим вещам. В видео предполагается, что один технологический акционер может превзойти Nvidia в долгосрочной перспективе. Описывается уверенность Кэти Вуд в том, что Tesla сможет предложить значительную ценность на рынке автономных такси, благодаря технологии автономного вождения. Также подчёркивается, что Tesla, как технологическая и программная компания, может увеличить свои маржи, когда войдёт в эпоху автономного вождения, что делает его более привлекательным для инвесторов.
🧠 Развитие ИИ и его влияние на инвестиционный ландшафт
Второй параграф скрипта фокусируется на уверенности Кэти Вуд в потенциале ИИ и его влиянии на инвестиционные предпочтения. Она отмечает, что с 2014 года её фирма сосредоточена на ИИ, и особенно на Nvidia. Однако сегодня ИИ больше не является мечтой, а реальностью благодаря облачной инфраструктуре, глубокому обучению и различным технологиям ИИ. Вуд также предупреждает о том, что в мире ИИ старые лидеры не всегда остаются лидерами, что подчёркивает необходимость гибкости и инноваций. Она говорит о значении ИИ для компаний, имеющих глубокое знание своей области, искусственного интеллекта, хорошую распределение и, что самое важное, уникальные данные, которые помогают компаниям использовать новые технологии для увеличения производительности.
📉 Инвестиционные выборы и стратегия AR Invest в сфере ИИ
В третьем параграфе обсуждается стратегия инвестиций AR Invest, которая сосредоточена на ИИ и его применении в различных компаниях. Вуд рассматривает компании, такие как UiPath и Twilio, которые, несмотря на значительный спад в своих акциях, представляют значительный интерес из-за своей интеграции ИИ и уникальных данных. Она подчёркивает важность глубоких знаний, возможностей ИИ, распределения и, прежде всего, уникальных данных, которые дают компании конкурентное преимущество. Вуд также затрагивает потенциал ИИ для изменения традиционных поисковых систем, таких как Google, и подчёркивает необходимость инноваций и гибкости для успеха в эру ИИ.
Mindmap
Keywords
💡искусственный интеллект
💡автономное вождение
💡маржа
💡портфель
💡Nvidia
💡Tesla
💡UiPath
💡Twilio
💡разрушительное воздействие
💡проприетарные данные
Highlights
AR Invest has been focused on Nvidia as a pure play in AI since 2014.
Cathy Wood trimmed AR Invest's Nvidia holdings before a significant stock increase.
Nvidia's market capitalization has grown to stand among market giants.
Cathy Wood is unapologetic for her portfolio management choices.
Wood claims a single tech stock may outshine Nvidia in the long term.
Tesla's potential upside surprises over the next five years are expected to be more than Nvidia's.
Most analysts do not believe autonomous driving will be a part of Tesla's future.
Tesla's gross margins are expected to scale into the 60s and 70s with autonomous driving.
Wood argues that every dollar spent on Tesla's hardware will catalyze 20 times growth in software.
Tesla should be seen as a tech and software company, not just an automaker.
AR Invest projects Tesla's stock to trade at $2,000 per share by 2027.
Kathy Wood's rationale for favoring Tesla over Nvidia is based on the potential of autonomous driving.
AI is now a reality with cloud infrastructure and deep learning technologies.
AI is expected to be highly disruptive and may disintermediate some tech platforms.
Most large cap portfolio managers own all the mega cap tech companies, but AR Invest is looking beyond.
For every dollar in hardware spent on AI, it will likely pull in $20 in software.
UIPath and Twilio, despite significant sell-offs, are key positions in AR Invest's portfolio.
UIPath specializes in robotic process automation with AI-driven tools.
Twilio provides a platform service for businesses to interact with customers through digital channels.
Kathy Wood emphasizes the importance of proprietary data for AI-driven companies.
AI could be the best or worst thing for established tech companies like Google.
Wood highlights the need for adaptability and innovation in the AI era.
Transcripts
we had been talking about artificial
intelligence since the firm started in
2014 uh and we had been very focused on
Nvidia as the pure play uh in the space
so we were there when Nvidia was five
we're on to the next thing now the
financial world was left baffled when AR
invest trimmed its Nvidia Holdings just
weeks before the company stock
catapulted on the back of a
record-breaking first quarter earnings
report Nvidia now Stands Tall among the
Giants of market
capitalization but Kathy Wood isn't
looking back she stands Resolute
Unapologetic for her choice stubbing it
portfolio management yet that's only the
tip of the iceberg in this video we
unveil Cathy Wood's audacious claim that
a single Tech Stock May outshine even
the mighty Nvidia in the long term and
the plot thickens Wood's calculated
moves have cast a Spotlight on two other
stocks both battered and both down by a
jaw-dropping 80% from their all-time
highs what's her game plan well you're
just a click away from finding out we
see Nvidia uh you might say it is less
expensive than Tesla we think the upside
surprises on Tesla during the next five
years and remember we have a 5-year
investment time Horizon are going to be
substantially more than Nvidia uh mostly
because most analysts do not believe
that
autonomous uh as a taxi platform for for
Tesla is going to be a part of the story
we disagree and with that we see
incredible revenue and margin expansion
nvidia's margins are already quite High
having entered the 70s the gross margins
uh Teslas are in the 20s and we think
they will scale into the 60s and 70s as
autonomous takes off Kathy Wood's
perspective on Tesla versus Nvidia
revolves around the concept of upside
surprises over the next 5 years which is
arc's investment Horizon wood believes
that Tesla is poised to deliver
significantly more value compared to
chipmakers like Nvidia the key driver of
this belief is autonomous driving
technology according to Wood the higher
valuation of Tesla compared to Nvidia is
related to autonomous driving's immense
potential now while some analysts
question the price tag wood and AR
invest are steadfast in their conviction
the Tesla's forthcoming success in
self-driving cars will enable the
company to establish dominance in the
emerging autonomous taxi
Market wood envisions incredible revenue
and margin expansion tied to the
potential of autonomous
Teslas this Prospect of margin expansion
is where she perceives more upside in
Tesla than in Nvidia well viia already
boasts relatively high gross margins
hovering around 71% as of August Tesla's
current gross margins which stand at
just below 20% have substantial room for
growth Woods speculates that with the
Advent of autonomous driving Tesla could
scale its margins into the 60s and 70s
wood underscores an essential aspect of
Tesla's advantage over Nvidia the
Synergy between hardware and software
she argues that many individuals fail to
grasp how every dollar spent on Tesla's
Hardware will catalyze software growth
estimating this multiplier effect to be
around 20 times in other words Tesla's
Hardware Investments are poised to
unlock substantial value by driving
software demand she along with analysts
like Dan IES of wed Bush and Adam Jonas
of Morgan Stanley assert that Tesla
should be regarded primarily as a tech
and software company rather than merely
an automaker
wood goes so far as to label Tesla's
autonomous driving Endeavor as quote the
biggest AI project in the
world in a bold projection Arc invest
foresees Tesla's stock trading at $2,000
per share by 20127 marking a 10-fold
increase from its current
valuation this ambitious projection
aligns with Tesla's own Vision as Elon
Musk Tesla's chief executive has
indicated a pathway to achieving a
10-fold increase in the company's market
value during a recent conference call
Kathy Wood's decision to favor Tesla
over Nvidia may seem unconventional but
her rationale is grounded in the
transformative potential of autonomous
driving technology and the lucrative
Synergy between hardware and
software as Ark invest continues to defy
conventional investment wisdom only time
will tell if Wood's bold call will bear
fruit however One Thing Remains clear in
the world of tech Investments Thinking
Beyond the immediate Horizon is the
Hallmark of visionary leaders like Kathy
Wood in terms of Cathy's growing
confidence in Ai and how it has captured
the imagination of investors she
highlights her firm's focus on AI since
2014 specifically mentioning Nvidia as a
pure play in this space w reflects on
the tech and Telecom bust of the early
2000s explaining that back then the
Technologies weren't ready and the costs
were prohibitive however she emphasizes
that today is different AI is no longer
a Dream It's a reality with Cloud
infrastructure deep learning and AI
Technologies in place these remarks
underscore the significance of AI as a
transformative force in the investment
landscape her historical perspective on
the tech and Telecom bus serves as a
backdrop to the present highlighting the
Readiness of AI Technologies the element
of surprise she mentions hints at the
disruptive potential of Aid driven
companies making them attractive for
investors Wood's confidence in ai's
potential while acknowledging the
possibility of being wrong suggests her
firm's deep conviction in this
Technology's future sure most of the
stocks in our portfolios are there
because we've used an AI lens now um we
wrote a paper called investing in
artificial intelligence where will
Equity value surface um it's on ar-f
funds.com uh now uh I think many people
feel comfortable they're on the right
horses the mega cap tech companies or
the Magnificent 7 one of which is Tesla
so we clearly agree with that one uh we
are not sure when it comes to the others
uh we think that AI is going to be
highly disruptive is going to
disintermediate some of these platforms
not all of them and that it may be the
the worst thing that has happened to uh
to to a company like Google Google um if
I can go to chat G GPT and just get an
answer right away and not be bothered
with links and advertisements I might do
that well guess what Google is
responding and now giving me answers so
it could be the best thing that happened
to Google we don't know all I know is
that when there are major changes in
platforms um especially user interfaces
now that we're thinking about glasses
and other
wearables um the the the winners of the
last round in technology typically are
not the winners in the next round so
we're on guard in that regard and we
know that most large cap portfolio
managers own all of these our portfolios
are a highly Diversified way to
participate in artificial intelligence
for every dollar in Hardware that
companies spend on artificial
intelligence it will probably pull $20
through in software so that's why you
see a company like uipath robot robotics
process
automation um which we think using it is
harnessing the foundation models that
open AI anthropic and others Meta Meta
llama 2 it's harnessing those found
models but is using specialized models
with its proprietary data uh to to
become the robotics process automation
company uh in the world the largest uh
and same with twio what kind of data and
and you'll hear a four four variables
that we think are critically important
as all companies approach Ai and try and
figure out how can I harness the
productivity gains uh from this new
technology one is they have deep domain
expertise they obviously know what
they're doing and they have a vision
about where their uh own technology and
Company is going in the future they have
artificial intelligence expertise
they're taking this seriously they have
good distribution preferably Global uh
not always and then most important
beyond that they have proprietary data
and most of the companies you'll see in
our portfolios have proprietary data
that no one else has that they use to
help their customers twilio is another
example a trillion business consumer
interactions every year and growing at
an accelerated rate they can help
marketers and salespeople understand hey
these were the interactions that caused
uh movement towards your company or your
product that is very valuable
information that nobody else has Kathy
Wood's discussion of her portfolio's AI
exposure reflects her Forward Thinking
investment strategy she's not merely
looking at the technology itself but
also at how companies are adapting to it
her emphasis on deep domain expertise AI
capabilities and proprietary data aligns
with the core components of successful
AI
integration Wood's mention of potential
disintermediation in the tech industry
adds an intriguing dimenstion signaling
the need for adaptability and
Innovation rather than chasing popular
Tech giants like Nvidia wood has
advocated for uipath and twilio two
software stocks that experience
significant sell off since the 2021 boom
in software as a service names
surprisingly these two companies now
represent the fifth and seventh largest
positions in arc's Flagship Ark fund
demonstrating Wood's conviction in their
potential both uipath and twilio have
seen their stock prices drop by over 80%
from their all-time highs while while
neither currently reports positive Gap
profits they trade at a substantial
discount When comparing Enterprise Value
to sales ratios with
Nvidia but are these companies true
Bargains and are they genuinely AI
focused uith and twilio cater to
Enterprises offering solutions that rely
heavily on datadriven insights a
Cornerstone of artificial intelligence
uipath specializes in robotic process
automation also known as r PA empowering
businesses to automate manual processes
thus boosting productivity their machine
learning tools including computer vision
and text extraction from complex
documents demonstrate their commitment
to Aid driven
innovation in the realm of
communications twilio provides a
platform as a service that enables
businesses to interact with customers
through digital channels like text email
and voice they also utilize data tools
to enhance marketing
campaigns while twilio is transitioning
into a data and intelligence platform
uip path appears further along the AI
Journey UI paths financials confirm its
AI based leadership outperforming twilio
in key metrics for software companies
uip path exhibits strong growth
prospects and higher customer engagement
indicated by a healthy net expansion
rate these Superior metrics suggest that
uip paath offers a more differentiated
and stickier product for large
Enterprises in essence while uipath may
appear pricier on some valuation metrics
its potential and the differentiation of
its products seem to justify the premium
it commands over
twilio Kathy Wood's focus on these
companies exemplifies her ability to
spot the AI potential within the world
of enterprise software even in the midst
of Market
fluctuations the future of AI and
datadriven Technologies is is indeed
intriguing and Wood's portfolio choices
highlight the evolving landscape of tech
investments in addition Kathy Wood
raises the question of whether AI could
be the best or worst thing to happen to
companies citing Google as an example
she highlights the potential for AI like
gpt3 to provide instant answers
potentially challenging traditional
search engines wood recognizes that the
winners of previous Tech Cycles may not
necessarily succeed in the AI era
highlighting the ever evolving nature of
Technology Kathy Wood's insights into
the impact of AI on a stablished tech
companies like Google offer a
thought-provoking perspective her
acknowledgement of Google's response to
Aid driven advancements demonstrates her
Keen awareness of market dynamics she
also underscores the need for
adaptability and Innovation to stay
ahead in the AI era a valuable lesson
for both investors and Industry
leaders while emphasizing the importance
of proprietary data for companies
harnessing AI Kathy Wood cites examples
like uipath and twilio which have deep
domain expertise and proprietary data
that give them a Competitive Edge wood
highlights the value of these companies
and helping marketers and salespeople
understand customer interactions and
improve
decision-making her discussion of
proprietary data is a critical factor in
AI driven companies further underscores
the complexity of the AI landscape it
also highlights the potential for
companies with unique data assets to
gain a competitive
Advantage Woods emphasis on helping
marketers and salespeople make informed
decisions using AI generated insights
illustrates the tangible benefits of AI
Beyond pure technological advancement
it's a testament to her holistic
understanding of the Technology's
potential and its realworld applications
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