ARKK
2 tracked calls · 0 long · 2 short
first called by Jordi Visser 6mo ago
SHORT3mo ago
“why are you going to go way out on the risk curve and buy something at 200 times revs, let alone earnings.”All-In Podcast
Once SpaceX, OpenAI and Anthropic go public, AI cannibalizes software moats and tech PEs compress
ARKKSHORT@ $67.94
$72.39-6.55%
since call Apr 3
SHORT6mo ago
“I do think for anything related to AI and software and code, I'd be very, very wary that OpenAI, that XAI, that Anthropic…”Jordi Visser
A record AI/growth IPO wave floods the growth bucket; high-multiple disruptive-tech names compress like Blackstone 2007.
ARKKSHORT@ $73.20
$72.39+1.11%
since call Feb 1
peak +6.3%