Is AI a bubble?
In our view, the bubble today is not in AI, but in gold.No · said 26.01.30 on X post · source
open
Cathie Wood
Fund Manager · investor
Cathie Wood is the founder, CEO, and CIO of ARK Invest, an investment management firm focused on disruptive innovation. She is known for managing actively traded ETFs concentrated in areas such as Tesla, SpaceX, and other emerging technology companies.
Sources: —
Sign in to follow
0 followers here
B · Background8of 10 · n=57
E · Expertise0of 10 · n=57
A · Authoritativeness6of 10 · n=57
T · Trustworthiness6of 10 · n=57
S · Source7of 10 · n=57
BEATS 5 of 10 · n=57 · measured 26.10.27
Win rate by category
share of settled calls that proved right, in each categoryWhere they stand
their own words, with a date and a source · calls resolved: 1 right · 2 wrong
In early 2023, would ChatGPT-style AI disrupt Google Search's business by 2024?
I've never liked Google Search. You have to prompt it in a certain kind of way. ChatGPT is much easier. ... I think it really is going to cause a lot of problems for Google.Disrupted · said 23.05.20 on Fortune MPW Next Gen conference · source
Wrongresolved 25.02.04
In 2021, was the surge in US inflation 'transitory'?
Velocity still is falling.Transitory · said 21.10.25 on X · source
Wrongresolved 22.07.13
In 2018, would Tesla go bankrupt by 2019?
I understand why you may want to take Tesla private, but I must try to dissuade you.No · said 18.08.21 on ARK Invest open letter to Elon Musk · source
Rightresolved 19.12.31
Track record
19 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | Cathie Wood predicts Tesla's stock will increase by nearly 1,100% by 2031. resolves 31.10.21 |
bullish · 26.10.22 · TSLA | Cathie Wood’s 1,100% Tesla Stock Forecast Puts 3 Robotics ETFs in Focus |
| — | ARK's bull scenario sees Bitcoin reaching as high as $2.4 million by the end of the decade. resolves 31.10.03 |
bullish · 26.10.04 | Cathie Wood predicts Bitcoin could surge 1,665% by 2030 |
| — | ARK Invest's base case projects Bitcoin will reach $710,000–$800,000 by 2030, implying roughly a 1,665% surge from current levels. resolves 31.10.03 |
bullish · 26.10.04 | Cathie Wood predicts Bitcoin could surge 1,665% by 2030 |
| — | Extraordinary pricing may not last indefinitely due to potential competition and engineering workarounds. resolves 28.08.24 |
bearish · 26.08.25 · MU | Micron CEO Sounds Alarm on AI Memory Crunch — Supply May Not Catch Up Until 2028 as Demand Keeps Growing: MU Stock Falls 4% (UPDATED) |
| — | High memory pricing will eventually attract competition, which could undermine current supply constraints. resolves 28.08.23 |
bearish · 26.08.24 · MU | Micron Sees 'No End' to AI Memory Supply Crunch: CEO Sanjay Mehrotra Says 'Nothing Ever Goes in a Straight Line' |
| — | Cathie Wood: The market severely underprices the potential of space-based orbital data centers to bypass terrestrial power grid constraints. resolves 28.08.05 |
bullish · 26.08.06 · SPCX | N0S Research Report: SPCX |
| — | Cathie Wood projects that the U.S. dollar will significantly appreciate as foreign capital continues rotating into U.S. Treasury bonds. resolves 26.11.04 |
bullish · 26.08.06 | Cathie Wood sees stronger US dollar amid rising foreign Treasury holdings |
| — | SpaceX possesses multiple long-term growth engines capable of sustaining expansion despite current financial losses. resolves 28.08.05 |
bullish · 26.08.06 · TSLA | Cathie Wood Doubles Down on Tesla and SpaceX as Wall Street Turns Cautious |
| — | Cathie Wood maintains a long-term bullish outlook, viewing Tesla as a leader in AI, autonomous driving, and robotics. resolves 28.08.05 |
bullish · 26.08.06 · TSLA | Cathie Wood Doubles Down on Tesla and SpaceX as Wall Street Turns Cautious |
| — | The sale of Tesla shares by a prominent investor like Wood could signal reduced near-term confidence in Tesla's growth prospects. resolves 26.07.18 |
bearish · 26.06.18 | The Battle of the Musks: Why Cathie Wood Sold Tesla Stock to Buy SpaceX |
| — | The heavy sales indicate potential short-term pressure on the sold stocks. resolves 26.07.17 |
bearish · 26.06.17 | Cathie Wood Cleans House: Another Day Of Heavy Sales |
| — | Cathie Wood predicts Bitcoin could reach $1.25 million by 2030. resolves 30.09.29 |
bullish · 26.05.29 | BTC USD price forecast: Why Cathie Wood predicts Bitcoin could reach $1.25 million by 2030 as ARK Invest sees massive institutional growth |
| — | Cathie Wood raises her 5-year Bitcoin price prediction to $1.25 million. resolves 31.05.27 |
bullish · 26.05.28 | Cathie Wood Upsizes Her Bitcoin Price Prediction to $1.25 Million |
| — | She predicts a base case scenario of $750,000 for Bitcoin in the next 4-year cycle. resolves 30.05.27 |
bullish · 26.05.28 | Cathie Wood Upsizes Her Bitcoin Price Prediction to $1.25 Million |
| — | Sen. Tim Scott will deliver opening remarks at DACFP's Crypto Convergence conference, indicating political engagement with digital assets. resolves 26.07.09 |
bullish · 26.05.10 | Sen. Tim Scott to Deliver Opening Remarks at DACFP's Eighth Annual Crypto Convergence; Cathie Wood, Thomas Lee Headline as Keynote Speakers |
| — | TRUMP token hits record low ahead of meme coin investor summit. resolves 26.05.26 |
bearish · 26.04.26 | TRUMP token hits record low ahead of meme coin investor summit |
| — | Cathie Wood predicts AI will drive significant productivity gains in the next decade. resolves 36.03.16 |
bullish · 26.03.19 | Cathie Wood predicts AI will drive productivity gains in the next decade |
| — | Cathie Wood predicts oil could crash 50% even as the Strait of Hormuz crisis shakes markets amid Iran war tensions. resolves 26.04.13 |
bearish · 26.03.14 | Cathie Wood predicts oil could crash 50% even as Strait of Hormuz crisis shakes markets amid Iran war |
| — | The US economy has suffered a rolling recession and has evolved into a coiled spring that could bounce back powerfully during the next few years. resolves 29.02.25 |
bullish · 26.02.26 | Cathie Wood’s 2026 Outlook: The US Economy Is A Coiled Spring |