ARKUSDT
Ark / Tether USD
crypto Composite

apples and oranges tbh. IZRL is ARK's Israel innovation ETF - \~60 holdings, diversified across tech + biotech/medical, small fund, low-ish vol. IREN is a single high-beta name. not really a head to head.
if the question is "which rips harder" - IREN, way more upside and way more downside. but know what you're holding: it posted a GAAP net loss of \~$248M last quarter (Q3 FY26), second straight quarterly loss, still pre-profit. funded heavily by dilution - $6B ATM program plus a $3B convert. and it's still half a bitcoin miner (mining rev actually > its AI cloud rev last q), pivoting into AI data centers.
real upside is real - Nvidia/Microsoft GPU deals, AI cloud ARR ramping. but it's a high-conviction-or-nothing bet, not a sleep-well hold. i'm watching it, not chasing - waiting for an actual capitulation flush + VIX spike before touching. cheap isn't the same as bottomed.
not advice, just how i'd frame it.

You think DRAM and MUx2 are going to beat the market for 20 years??? 😅 Memory isn’t finite, production will scale to surpass demand cratering that shit within a few years. There’s a few companies and they won’t underproduce just to keep high margins. Tesla/SpaceX will even be making their own in a few years.
I thought this was a joke / circlejerk post acting like you’re a huge investor with 100k to spread thin between ETFs that are historically shitty (ARK) or in a veryyyy unique time period.

cathie buying the dip on coinbase while it’s still down 70% from ATH is basically the same play she ran with tesla — buy the blood, get margin called later. curious if she’s actually buying for the ARK ETFs or just propping up her own bags at this point.

She named it ARK for a reason. Says she reads the Bible every morning before trading lmao

Why would you own ARK? I would rather my 4 year old daughter manage my money

ARK is only down 37% over the last 5 years while SPY is up 70%. Most regards here are down 80%, so Cathie Woods is way smarter than WSB.

ARK made billions buying Tesla in like 2014 and has literally done nothing correct since. I don't understand how she's still newsworthy

ARK Clip™️
https://preview.redd.it/5bx877xwjx9h1.jpeg?width=1080&format=pjpg&auto=webp&s=3abb812cdadfacd72368945f3a2893dba722c8a2

Buy low sell lower, it’s the ARK way

AMD got massively overweight in the ARK indexes. All they are doing is prudent trimming and then placing new bets. People getting worked up over what Woods is doing need to educate themselves about what indexes are and why. I don't own ARK because I what very high exposer to AMD long term and I don't have enough to justify the diversification and I except the volatility risk. Index funds have less tolerance. Index funds will also continually buy in until they meet their balance objective and not just sit on profits year over year like a retail long investor.

FOMO'ing into Cathie Wood's ARK funds at the 2021 top

Every single ARK fund. 😐😭

baba.
Bought in at 170 after ARK story.