ARKUSDT
Ark / Tether USD
crypto Composite

Masa Son's idea of "defense" is far more aggressive than something like ARK.
It's a mix of public and private growth gambles and the next time growth goes South, Softbank will head South twice as much. You have a stock that lost 99% in the dot com bust, casually lost billions on WeWork and other things like dog walking apps. Masa Son got BABA right right after the bust but Softbank has been a couple of things really right to make up for all the things that don't go so well - like selling NVDA at the considerably wrong time.
From the top in 2021 to the bottom in 2022 it lost 65%. If the AI theme ever stopped, you're probably looking at 75%+ declines.
"The reward? Asymmetric as hell."
Over the last 5 years you'd have done much better and with less volatility owning the QQQ (+100% vs Softbank +35%.) If you looked at the Softbank ADR vs the QQQ since the ADR started in 2010, it has lagged the QQQ aside from a period in 2013, briefly during the bubble of 2020 and briefly lately before it cratered.
" AI are the next trillion-dollar themes"
AI remains the current thing, I don't know how anyone could view it as the next thing at this point 3 years or so in.
"SoftBank is trading at a massive discount. "
It's always going to be trading at a discount because Masa Son is a complete gambler. An entertaining gambler whose company offers goofy, meme-able slide decks.

The presentation is Thursday (not tomorrow), will have updates on recent progress and upcoming milestones.
And here a source for what your asking about ARK buying:
https://www.solactive.com/ordinary-adjustment-ark-israeli-innovation-index-effective-date-16th-january-2026/

The shift from retail only to institutional money is usually where the real moves happen, and ARK jumping in is a massive signal.
Quick question though where did you see the confirmation about ARK buying specifically this Friday? Also, do you think the JPM presentation tomorrow will have any 'surprise' data, or is the trial info mostly baked in by now?

{
"title": "ARK Genomic Revolution (ARKG): QuantSignals V3 Flashes Rare 2026 LEAP Signal",
"text": "The genomics sector has been one of the most debated trades in the market, but the noise is finally being replaced by data. Our QuantSignals V3 model just flagged a significant entry point for ARKG with

🔗 https://discord.gg/quantsignals...

🔥 Unlock full content: https://discord.gg/quantsignals


ARK funds are trash

Lol nearly 30% of these are ARK funds and at least 2 are Global X.
Yea, no.

Those ARK etfs have high expense ratios.

DRTS
Coming off a week that’s seen new 52-week highs every single day, led by the good news announced (new positive data released from the Pancreatic Cancer trial and starting to submit data for FDA approval), this week they are holding investor meetings and a presentation at the JP Morgan Healthcare Conference, it was announced Cathie Wood and ARK are set to buy millions worth of DRTS stock (Friday), expecting the PMDA approval announcement any day as well, should be treating the second GBM patient and so much more.
Momentum is building, volume is increasing, technicals are all pointing at strong buy, algos are ready to join the party, and the institutional money hasn’t even started to buy yet. NFA and DYOR but might want to do it quickly!

**Here’s why:**
Coming off a week that’s seen new 52-week highs every single day, led by the good news announced (new positive data released from the Pancreatic Cancer trial and starting to submit data for FDA approval), this week they are holding investor meetings and a presentation at the JP Morgan Healthcare Conference, it was announced Cathie Wood and ARK are set to buy millions worth of DRTS stock (Friday), expecting the PMDA approval announcement any day as well, should be treating the second GBM patient and so much more. THATS WHY.
Momentum is building, volume is increasing, technicals are all pointing at strong buy, algos are ready to join the party, and the institutional money hasn’t even started to buy yet. NFA and DYOR but might want to do it quickly!