Cathie Wood Stocks

ARKK Innovation EFT

ARKK

ARK INNOVATION ETF

Top 25 ARKK Invest Holdings

As of 05/22/2022


 CompanyTickerCUSIPSharesMarket Value($)Weight(%)
0$0.00
0$0.00
1ROKU INCROKU77543R1027,396,793$716,527,337.918.38
0$0.00
0$0.00
2TESLA INCTSLA88160R101989,539$701,998,757.388.21
0$0.00
0$0.00
3ZOOM VIDEO COMMUNICATIONS-AZM98980L1017,370,144$670,240,895.367.84
0$0.00
0$0.00
4EXACT SCIENCES CORPEXAS30063P1059,253,761$499,703,094.005.85
0$0.00
0$0.00
5BLOCK INCSQ8522341035,559,773$484,478,619.225.67
0$0.00
0$0.00
6TELADOC HEALTH INCTDOC87918A10512,334,045$405,913,420.954.75
0$0.00
0$0.00
7CRISPR THERAPEUTICS AGCRSPH171821086,773,039$382,608,973.114.48
0$0.00
0$0.00
8COINBASE GLOBAL INC -CLASS ACOIN19260Q1075,369,378$362,003,464.764.24
0$0.00
0$0.00
9UIPATH INC - CLASS APATH90364P10520,795,018$356,218,658.344.17
0$0.00
0$0.00
10TWILIO INC - ATWLO90138F1023,408,706$347,074,444.924.06
0$0.00
0$0.00
11INTELLIA THERAPEUTICS INCNTLA45826J1056,442,226$307,358,602.463.6
0$0.00
0$0.00
12SPOTIFY TECHNOLOGY SASPOTL8681T1022,870,379$303,599,986.833.55
0$0.00
0$0.00
13UNITY SOFTWARE INCU91332U1016,698,546$278,994,440.903.26
0$0.00
0$0.00
14SHOPIFY INC - CLASS ASHOP82509L107692,322$270,926,368.263.17
0$0.00
0$0.00
15DRAFTKINGS INC-CL ADKNG UW26142V10516,110,145$227,958,551.752.67
0$0.00
0$0.00
16BEAM THERAPEUTICS INCBEAM07373V1056,692,803$227,153,733.822.66
0$0.00
0$0.00
17ROBINHOOD MARKETS INC - AHOOD77070010221,113,355$215,567,354.552.52
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0$0.00
18PAGERDUTY INCPD69553P1007,983,840$190,414,584.002.23
0$0.00
0$0.00
19ROBLOX CORP -CLASS ARBLX7710491035,234,818$179,815,998.302.1
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0$0.00
20SIGNIFY HEALTH INC -CLASS ASGFY82671G10012,824,092$166,071,991.401.94
0$0.00
0$0.00
21FATE THERAPEUTICS INCFATE31189P1026,856,736$153,590,886.401.8
0$0.00
0$0.00
22GINKGO BIOWORKS HOLDINGS INCDNA37611X10054,509,864$137,364,857.281.61
0$0.00
0$0.00
2310X GENOMICS INC-CLASS ATXG88025U1092,675,145$133,409,481.151.56
0$0.00
0$0.00
24TWIST BIOSCIENCE CORPTWST90184D1003,492,086$130,778,620.701.53
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0$0.00
25STRATASYS LTDSSYSM855481015,409,292$101,261,946.241.18

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7 STOCKS CATHIE WOOD JUST BOUGHT

Well howdy there folks and welcome into today’s video hope you’re doing great out there as always today we’re gonna get into Cathy wood in seven stocks she just bought I saw this headline the newsletter today on the mobile app and I thought let me go ahead and do a reaction to the seven stocks that Kathy would just bought and let me give my perspective on if I think these stocks are buy or not it’s kind of a fun video so hope you guys enjoyed as always all asking returns that you smash that like button that’s literally it. And don’t forget to download the hungry bowl on your iOS and Android store. Now already so Cathy wood is back at it with what she does best buying the dip on her highest conviction stocks Ark invest flagship ETF scooped up over 280,000 shares of Zillow group yesterday after a disastrous earnings report sent shares plummeting 10% after hours and today, I think it felt like 24% was 20% plus okay, Zillow is their 14th largest holding in the ark innovation ETF. So let’s talk about Zillow right off the bat here. Okay, so, no, no, I don’t agree with this one at all. Okay, Zillow is a hot mess. If you ever heard of a hot mess, okay, that one. I mean, it was gonna need Cathy wood to buy every share and site to keep that stock up. The issue was, well, my gosh, where do I start with so there’s so many issues nine funny, okay. One is they had hype, this business, they were getting into kind of like basically flipping houses and hype this for years. And it’s been a disaster. Okay. And needless to say, now they’re exiting the business. Now, this creates so many problems for the company. Okay, first off, they’re gonna have to take a ridiculous amount of losses. I was reading something last night where something like 90% plus of the homes they bought in Phoenix, Arizona, which is where I grew up, are like underwater, essentially, they’re going to lose money on like, That’s ridiculous. Okay, like, that’s insane. So you got a massive losses coming first company. Also, they were recording this massive revenue growth from this business now that they are exiting this business, essentially, what’s going to happen to the revenues is they’re going to be down, I would guess, anywhere between 50% and 70%, as a company next year. And that was basically after Analysts had expected this company. As of 24 hours ago, Analysts had expected this company to grow 40% Plus revenues next year. So you go from oh, we’re going to this company’s going to grow revenues, 40% plus two, now, this company is going to have revenues go down 5060, maybe 70% Next year, that is a disaster, then you’re going to have a massive amount of distrust from investors in the management team folks like myself that like the Zillow product, and, you know, I have no objection with owning the company. I’m looking at this company, I’m like, Can I really trust the CEO? Can I really trust this executive team at this company, after they make this decision? And now they’re also eggs in the business? It’s like a this is a in who was watching this business, because it just seems like overall disaster. Meanwhile, in a bull market for real estate, like, you know, wow, you know, you got to be a specially talented to lose money in a bull market of real estate. Okay, already. So looking all this and I’m like, how, why do I have to own the stock. Also, this stock has still doubled up or more than doubled up since where was at, you know, 18 months ago or so 1820 months ago. So it’s not like it’s cheap. It’s only cheap from off the levels when the stock was going crazy, because the revenues are skyrocketing because of this real estate business. Okay. And so now there’s real estate businesses going bye, bye. And now their revenues are going to plummet. Now, the amount of losses this company’s going to take is going to be off the charts. The balance sheet could get to I don’t know, we’ll see what happens with the balance sheet. Let’s just put it that way. Okay. And last part to to remember here, is folks are still looking at and they’re like, well, the advertising side of their business has been growing, okay. Yes. But that’s also remember, it’s been growing during a time period where the real estate markets been incredibly hot. And a property is just moving left and right. And folks have probably been using Zillow a lot more. You know why? Because the prices of their homes have been going crazy. And so it’s fun to go onto the Zillow app and see oh, man, my property has appreciated another 10,000. This month, this is awesome. I just have it’s now 10,000 higher than it was last month. 5000 20,000. Right. And so you have this huge like boom for the whole entire real estate industry that has helped Zillow numbers across the board. And it’s like, okay, how long does this boom last? And when it fades out? What does that actually mean for Zillow core business, which by the way, is was literally just as of yesterday, their actual second business, not their core business, because their biggest revenue driver for the business was actually this home flipping business essentially. And so no, people are really confused on where the future is going for Zillow.
I’m looking at the stock I was just watching, I got a chance to watch some of fast money. And some of the traders were saying they bought the stock here today, and a lot of them were acting like the stock is not going to go lower. And I’m like, Dude, this stock could drop another 30 to 50% and I would not be surprised even 1% Because when you account for all the negative things Are we going to be coming for this company for, you know, it was an overextended stock and a lot of folks are probably gonna be looking to take losses on the stock. It’s not out of the realm of possibility for the stock to fall literally another 30 to 50%. And I was saying it’s going to happen, but it’s a no touch for me if it goes up. Cool. Everybody make money in that one. But yeah, I am. I want no piece of Zillow right now maybe down the road when things are a little clearer. And maybe the stock drops another 50%. But not right now. I can tell you that much. I’m not rushing out to buy that one. You know, I love to catch falling knives, but not that one. Okay, so, next one up here would also make huge moves in DraftKings. DK mg, so I need to do more work on Draft Kings. I’m not really gonna comment on that one. As of right now. Draft Kings down the road. Okay. Robin Hood, though hood, in JD, so speak about Robin Hood first. So Robin Hood, you know, this is a stock. As of right now I’m a little indifferent on Okay. So let’s think about this. The huge retail a stock market boom is over, it’s been over right for six plus months. Now, that huge influx of people that came into the stock market and were you know, just trying to play stocks and whatnot, because we had a huge bull cycle. Those folks have long gone, the only people that are left to be in the stock market of people that really, really care about stock market investing are super into it. The rest of the people are like, you know, so long. See you later, okay. And so you have that going for Robin Hood that’s going to their comps are going to be super tough to hit okay. Then you have crypto now crypto has been still kind of going through a boom market. When does a boom market end for crypto? I don’t know. Like maybe it ends in a few months. Maybe it ends in a year, two years? I don’t know. But I can tell you when that dad that boom market ends that’s gonna hurt Robin Hood because a lot of their profitability recently or let’s just call it their, you know, positive business has been coming from crypto. Lastly, remember this? Crypto is one of the most competitive industries to be in. There’s so many crypto exchanges and so many crypto brokerages out there. It’s ridiculous, including they got to compete with everybody from coin base to companies like Robinhood that are on the come up which you know, I’ve you know, heard from a lot of people that are educated that a lot of folks are trading their money out of Robin Hood into Voyager. Okay. And so, I mean, and you there’s so many competitors in that space. It’s ridiculous. So Robin Hood, I’m kind of indifferent on a it’s not a sock, I’m against owning but it’s not a stock. I’m like, Oh, I gotta go buy that one. I just I don’t see it in that one anytime soon. Okay. JD comm you know, if I like Chinese stocks, I would like this one. So I’ve always felt like if I had to own a Let’s call a second let you know if I if you told me I had to go buy a Chinese stock today. I’m going to buy Alibaba okay. I don’t own any Chinese stocks. I have a huge amount of distrust for the business community in China, what they’re up to what they’re doing what G Jinping is going to do next. Okay. And so I’m not interested in any Chinese stocks. But if you told me I had to go buy two Chinese stocks tomorrow. The first is Alibaba. The second is JD Okay, so I give her I guess you can say my blessing on JD comm because JD has done nothing but put up some amazing numbers over the past, you know, 678 years you can look at its public history. The numbers have been incredible it JD, nothing bad to say about that one. It’s just you know, at the end of the day, when it comes to Alibaba, JD and all those ones, it’s like, Do you Do you trust China? Do you trust Jing ping? Do you trust what they’re going to do for you over there? Or is there a level of distrust? So that’s the that’s a tough part there. Okay. So obviously, she bought all four of those stocks there. And that’s my opinion on those four. Next up here. So she bought three more stocks. So one is toast. Now this one I need to I’m actually legitimately interested in doing more work on kind of, you know, DraftKings, I’m kind of like, I’ll get to that one someday. Toast is actually one I would love to get to at some point in November here, toast seems like I don’t know, let me know if you guys have any in depth opinions on toast, please, if you ever looked into the stock, if you own the stock, if you have anything to say about toast, please leave it in the comment section. I’d be happy to read through those comments. Okay. But in regards to toasts, it seems like somewhat of a competitor, at least looking at face value seems like somewhat of a competitor to square with a lot of their point of sale items that they have for like retailers, restaurants, things like that. So yeah, you know,
I’m going to do more research there. But like I said, if you got a super in depth opinion, let me know on that one, zoom. So zoom has fallen a lot. And that’s great. You know, as far as if you’re looking to potentially in the stock, the bad news is with Zoom, is this is a stock I’m personally looking at. And I’m saying, you know, or it’s just a one trick pony. That’s basically what I’m trying to figure out with Zoom. It’s like, what are you going to use Zoom for outside of video conferencing? Right? And so, you know, that’s a tough thing for me in regards to zoom, I’m looking at the market cap, even though it’s fallen dramatically, right? The stocks probably off 50 plus percent from 52 week highs. It’s still a huge valuation of this company. And I’m looking at zoom and I’m like, I don’t know if I want to pay this much for a stock that comes across as a one trick pony. And especially with all the offices that have really started to reopen over the past six months and there’s still so Um, offices that aren’t really reopened yet, but will reopen in certain, you know, cities in 2022 fully. And so I’m looking at zoom and I’m like, oh, man, you know, I like how they have the brand name in that space. But I think there’s going to be more and more competitors there over time that are going to be serious competitors, and just trying to figure out is this just a one trick pony? So, zoom, man, I’m not there with Zoom. I’m not there with Zoom. Okay, genius sport. This is a stock I’ve never even heard of in my life. So I’m going to have to take a peek at that one sometime. I don’t. Yeah, genius sport. I don’t know anything about that. So needless to say, Yeah, as far as all these stocks go, I’m either indifferent on them or I actually don’t like them and Kathy would do and you know, we see eye to eye on a lot of stocks, but a lot of these I just don’t see eye to eye. I mean, like I said, JD is the one where I’m looking at and I’m like, I can understand owning JD comm it’s just when it comes to jd.com It’s a Chinese company. It’s like can we trust can we trust it when we’ve seen everything that’s transpired there over the past? You know, let’s just call it just this year alone nevermind pastures so anyways guys, let me know what your opinion is on any of these stocks. I would love to hear from you guys in that comment section you think these are all bad stocks? Do you think any of them are worth owning? I’d love to hear from you as always hope you enjoyed a video like this if you enjoy videos like this where I talked about you know somebody like Cathy wouldn’t the stock she’s buying in my opinion those let me know in that comment section. Also, don’t forget to download hungry bow on iOS and Android store now check all your stocks Kryptos keep up with the market what’s going on lunch love as always guys and have a great day.