Cathie Wood's Big Ideas 2026 Recap

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I love Cathie Wood. I always keep an eye on where she is investing. I go through her list and pick companies that I feel makes sense to me. I was able to pick PLTR, OKLO etc when they were in single digits. I feel blessed that I found her and I continue to believe in her.

I think you are wrong about Nuclear energy.. Maybe it would have been cheaper today, but the problem of nuclear waste and safety would be orders of magnitude worse! There were some very good reasons for the regulation back in the 1970's.

Btw, France has been investing in nuclear power back in those days heavily, they have had cheap nuclear power for decades, but it was never 40x cheaper than in the rest of Europe that kept on burning coal. Right now, the aging nuclear power plants in France are reluctantly replaced by solar and wind, which is much cheaper! The France government run power company has a very difficlut time to find new locations for their planned nuclear power plants. NIMBY is a real issue, no municipality wants such an eye sore like a nuclear power plant, installing solar/wind farms has proven to be easier and a hell of a lot cheaper! Many Nuclear power plant plans have been cancelled by now.

Solar energy has dropped in costs with 99.6% since the 1970's and is still dropping... Electricity from solar panels is basically FREE!! so THAT is the path to energy abundance, NOT nuclear, which remains expensive, produces waste we have to store and keep secure for 1000 years.. Solar panels last 30-40 years with virtually no maintenance, and can be recycled 100% after that. Same with batteries to store all this abundant energy, dropping in price all the time.

And we see it happening, especially in China, but also in Europe and the USA, the deployment of solar panels is exploding, with double digits growth in 2025.. Where I live, now 50% of our electric energy comes from renewable sources, wind and solar, and solar is growing the fastest, solar farms popping up everywhere in the country. Also talks about new nuclear power plants.. but nothing concrete yet.... Costs of Nuclear is always an issue and the time it takes to build these power plants... In the mean time solar is taking over and the viability of new Nuclear powerplants gets thinner and thinner... I see in my country basically happening what RethinkX predicted since 2011!

A bit disapointed in ARKK they do not see the advance of renewable energy, where we basically HARVEST FREE energy from the sun (and wind, which is a by product of solar energy) instead of generating energy by WASTING EXPENSIVE resources, including nuclear 'fuel'.

Despite all the innovation of smaller modular nuclear power plants, molten salt reactors, Thorium reactors and what not, the costs, maintenance and nuclear waste management that goes with this is so cost prohibitive, I do noth think this will ever catch on... A solar panel you plop in a field, on a roof, connect it via some power electronics to the grid, and that's it! For decades!

Over optimistic, missed all the problems that this boom brings along. Electricity prices for one, less jobs for another. There are so many hurdles on the way that will slow this transition slow down. Last but not least financial issues.

What are you drinking lady?

Please audio track Hindi on Karen aapki awaaz mere Liye Sunni bahut hi jaruri hai❤

Google ❤

Are you still stuck with TSLA and they are 50% cheaper to run than Waymo.
Sad that you are still stuck in your old analysis, stop throwing numbers just like that, as the technology is shifting fast even too fast to assess your ideas and numbers should shift as well

You would have probably forecasted continuous exponential growth before the internet bubble. I guess you are erring on timing, technologies will continue contributing to productivity but I am almost certain that there will be another bubble before it become a reality

Cathie, excellent insights on AI convergence and nuclear revival—nailed the energy demands for data centers with those 15 reactors coming online in 2026. Tokenized assets hitting $11T could indeed transform markets if regulations catch up. However, your 7% GDP forecast by 2030 seems overly bullish against consensus 1.8-2.5%, and with 95% of AI pilots failing (per Forbes), productivity gains may underwhelm. In addition, power constraints and Bitcoin’s volatility (world’s flight to real assets) challenge your “digital gold” narrative.

The thesis that AI can rewrite the SaaS software, which is not for sure true, caused the SaaS stocks to drop considerably, and also caused the AI computer stocks to drop as well. This created a lot of uncertainty for AI going forward. Between Elon's rob taxis, robots, AI rewriting SaaS software, and LAW jobs, there will be much fewer jobs in the future. I like AI where it's at right now. I don't see the point of companies going into debt to push AI further causing even more job losses. Your thesis caused the ARKK ETF to tumble.

Thank you! :-) 🙏

More gobbledygook!

Why would anyone pay a bit of attention to her. She knows less than zero and always does the wrong thing. Don’t get how anyone like her ever gets to the position she is in. Oh well we know,,,haha

Look at the current taxi market as it exists today. So Telsa wants to take over the taxi industry in each citry? Thats cool but do you really think the American people will choose to do more taxi rides than drive themselves? we love to drive so the taxi industry is what it is except you put driverless cars and a little cheaper to use but at the end of the day how many people do you think will leverage this throughout the City/states of america? we will see. im not gonna take a cab id rather drive myself. oh wait, another thought the wealthy will drive themselves the rest of us will take the cheap taxi because we cannot afford to own our own car. hmmmm?

what to do with COIN?

While ARK Genomic Revolution ETF is down 75% and ARK Innovation ETF is down 55% since 2021 and the phrase “generation wealth shift” has been started ever since.

So if you have bought any of these for a mil anywhere in 2021 you would have been sitting sitting with 1/4 or 1/2 of your “generational wealth” for 5 years.

I’ve been here similar ideas from most heads however none of those are in the top 10 global rank.

Bye bye uber driver

I’m in MOMMYWOOD!

My ARKK stock is deep in the crapper, and it gets worse every damned day..... HELP!!! Do something.

I’m excited to invest in ARK tomorrow. It’s my first time. Could you please do a video on the best way to store crypto etc

I'll just wait until Bending Spoons' IPO

tldr - "stay invested so i can collect the fee and live on the beach."

Think bigger!

Thanks cathie, Thanks for your team's hard work.

🙌🙌🙌

Robotaxis and real productivity through AI yes… sketchy tokens and fake money just feels like nonsense

Any ideas on Opendoor technologies?

wtf is she talking about

Please cut the noisy preamble and deliver the signal.

Love the topics and way of thinking! Is that an ER20? Please use a DeEsser in the vocal chain🙏🏻

What about TNYA Therapeutic?

Tether! 😂😂

SOPA!

now I've hit $170,590. I was having this exact conversation with my son the other night-generational wealth isn't just about getting money. It's about teaching everyone not only how to make it, but also how to maintain it. It does no good for me to provide for my family if they don't understand how to manage and sustain it

Western digital 👍... and her enormous profits from her own business and from SanDisk, which is already worth $79 billion.

The American making good PPT and prototype 1.0, cost $$$$$ and the Chinese make it into product(s) with from version1.0 to 100 and cost $.

Yep, bought ARKX last week after I read the 2026 Big Ideas Report.

You mentioned this today while I was in the office, very insightful Catherine.

How about That GOLD . spiking the brewery. Hmmm silver at 65$

yes ma'am. I shall use Gzhat GzPT😌🥂