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Alphabet holds about a 7 percent stake in SpaceX and Bank of America owns around 1 percent. Retail investors cannot buy SpaceX shares directly but can get indirect exposure through Alphabet or Bank of America, or by investing in public funds like Destiny Tech100 (DXYZ) or the ARK Venture Fund, which hold sizable SpaceX allocations such as roughly 38 percent in DXYZ.

My thesis is she's anti-Warren Buffet, as in she avoids established, well run business that are undervalued and instead goes all-in on long shot meme stocks.
BRK recently bought a bunch of GOOGL, which must have made it far too boring for ARK.

Fair point, Waymo’s actually operational while Tesla’s still on FSD beta. Makes the trade even stranger since ARK could’ve rotated into GOOGL instead of Chinese exposure.

C'mon. It's not the halving.
It's macro.
Last 'cycle' was fueled by record covid printing pumping all risk assets, and all were chopped down and entered a multi year bear that was triggered by the feds aggressive tightening schedule.
I don't know how people can't seriously think the halving affected things like ARK or Google and other tech stocks that all melted at the same time.
Bitcoin was accentuated by all the fraud and corruption from last cycle unwinding FTX, 3AC, Genesis, etc.
To attribute this to the halving is some serious midwit shit.

They’re setting themselves up well. The global permits and partnerships are a big deal, and the ARK buy-in adds some weight. Still feels early, but if they keep showing steady progress, it could turn into something solid.

WeRide approach in 2 folds: regulatory and partnership
Regulatory: they operate in 8 different countries and 11 cities (Singapore, Abu Dhabi, Saudi Arabia, Belgium, France, Switzerland, China and US). WeRide received L4 driverless city permit in Abu Dhabi, outside of US. They turned their permits and reg approvals into real operating advantage. We can clearly see that WeRide is the first mover and leader in those countries. Working with Grab and Uber to operate their fleets gives them an access to huge target bases. Also, WeRide enters ADAS market, partnered with Bosch gives them more credibility in the auto market.
Institutional side: recently, ARK Invest purchased 858,295 shares of WeRide and extra 17,326 shares bia ARKQ. BofA, City and BOCI all applied a BUY rating on this stock, showing a long-term confidence in them. Their shareholders include: Fidelity, Greenwoods, Hudson Bay, Invesco, M&G, Mirae Asset, Morgan Stanley IM, Temasek, and NVIDIA.
This is a super heavy capital industry and not cheap to operate. It's not realistic to expect them to have profits right away. However, when you look closely into their strategy, their partnerships and especially their Q3 performance, you can see the numbers have been improving quarter to quarter. Imo, this company is having a huge potential in the whole auto space in the next few years, they doing the real things instead of saying and doing nothing on press.

Reddit hates Elon so they hate SpaceX.
I am looking at funds to invest in SpaceX outside of just Google stock.
Is there a reason why you think this one is better than say ARK or something from Fidelity that also has SpaceX? Like FNIAX?

$TSLA to fall below $400 again? ARK selling and downgrades seems to be the writing on the wall.

She's also ARK

Cathie Wood’s ARK Trade Highlights – December 8, 2025

ARK Invest raises bets on WeRide

ARK valuing SpaceX at 2.5 trillion. Let that sink in.