🚨 Cathie Wood’s ARK Invest Q4 2024 Portfolio Shakeup! 📷 The legendary disruptive innovation investor is making big moves, reshuffling ARK’s portfolio with bold bets on high-growth sectors. Let’s break down the most notable changes in ARK’s strategy 📷📷🧵👇

@InvestInAssets Exactly. A great business is more than just its CEO.

@DeItaone As I a Nike fan, I believe that $NKE will reclaim its crown 👑

@DividendIncome_ Amen to that!

@GarciaCap Relax, babe. It’s not a loss. It’s just unrealized negative social experiment.

@The_AI_Investor

@dividendology Paying up for quality beats betting on hope

@TheLongInvest As a lifetime fan of $NKE production, I just hope to see it reclaim its crown👑

@F_Compounders Powerful - "Lack of competition is an important reason for mispricing

@SpecialSitsNews Massive consumption fueled by wealth, credit, and confidence. The real question - can it stay sustainable?

@Ashton_1nvests Hard to argue against that

@DividendRob Scarcity and pricing power. What customers see as pain, investors see as alpha. $COST plays the game well.

@FinFluentialx Appreciate the insight! Earnings season seems strong so far - let's see if the momentum holds

@TheLongInvest Conviction before consensus catches up is what turns spectators into winners

@European_DGI Impressive, considering the UK’s economy is at least 4x larger

@Invest_Brandon Well said! Mark Zuckerberg - "The biggest risk Is NOT taking any risk.."

@TheAlphaThought Exactly, detach, accumulate, and let compounding do the work

@Journeyman_15 Very impressive performance by $SCHD

@GMN_watch $UBER: 2025e P/E - 30.6x 2025e Revenue Growth - 14.7% $UBER would land somewhere close to $META and $MSFT

Cloud Growth Slows, But Still Strong ☁️🚀 Despite market concerns, $AMZN, $MSFT, $GOOGL & $BABA continue to post solid cloud growth: 🔹AWS & Azure: ~20% YoY growth 🔹Google Cloud: ~30% YoY Slower than before, but still a key growth driver for Big Tech.