ARKUSDT
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ARK bought a lot of TSLA yesterday. They've also bought a lot of SPCX the last two weeks as it continued to go down so don't take it as they have any clue where the bottom is

You certainly could. One of my co-workers did exactly that back in 2020 and has done fabulously well. There are a couple reasons not to go all in though.
\#1 - If the sector does get crushed, your portfolio will get crushed, and don't think you will be able to prepare for it well it. It will happen and for one reason or another you will end up still owning it after it crashes. I had some ARK Invest funds a while back that were doing great until they didn't. I ended up having to actually sell them at a modest loss.
\#2 - You won't have anything else to periodically put all those gains into (by rebalancing your portfolio). It is good to have some uncorrelated assets to "lock away" some of the gains. This can be a small part of your portfolio. Personally I use 10% physical gold (IAUM) and 10% short-term treasury bills (SGOV or VMFXX). Both have essentially no correlation to the overall market (0 to 0.10). Then I also own a total US stock market ETF (VTI), which is my primary holding. Many will also say you could look at international or cooperate bonds, but both of those haven't done very well since 2015 and I don't see that changing in the mid term (the next 5 to 10 years). International is also pretty correlated with the S&P500, so it really isn't much of a hedge like many people think.
It is useful to periodically re-evaluate your over thesis, and as you get older reduce overall risk. Owning un-correlated assets really helps with that.

ARK invests appreciates your comment.

ARK investment buying 950k shares of ACHR? Flying cars 🔛🔝🔜

i wonder what the meetings at ARK are like now that they realized it was complete luck of cathie yolo'ing into tesla

Morgan Stanley, the lead underwriter for SPCX, is also the biggest holder of Cathie's ARK Innovation Fund. Literally the whole wallstreet is in it to steal your 401k.

But the unlocked tranche is not just employees with RSUs. There are early investors like the conviction funds who’ve been accumulating (Eg ARK) which is likely why the borrow rate has been low — lending programs aren’t restricted to the current limited float.