Reposting in case you have any more questions / discussion BST vs ARKK, let's look at the top holdings [this is how your thought process should go] (data from August 31) >BST Apple 4.80% Microsoft 4.34% Amazon 3.72% Ali Baba 3.16% Mastercard 2.55% Ten Cent Holdings 2.55% Alphabet Inc 2.46% (Google) Twilio Inc 2.35% Square Inc 2.21% Advanced Micro Devices 2.09% >ARKK (data from 11/6/20) 9.38% Tesla 7.11% Invitae Corp 6.16% Square Inc 5.90% Roku Inc 5.38% Crispr Therapeutics 3.51% Zillow Group 3.49% Teladoc Health Inc 3.16% Proto Labs Inc 3.12% Slack Technologies 2.93% Spotify Imo.. the Tesla tulip mania will struggle now that there are Chinese substitutes available. For this reason alone, BST may outperform. ARK is more oriented for 'game-changing' technologies, while I would say BST is more 'historic winners' technologies They're both good - I just personally am staying away from Tesla for the time being
>I am worried their TSLA plays will keep working... until they don't. As I see it, investors sitting on the sidelines in cash through the election (which there were a lot of, both individuals and institutions) all want to FOMO into EV. They'll look at the options available, see Tesla's cap, P/E, 'potential growth' compared to the others, and $$$ will flow into the others instead. I don't know how Tesla will be able to keep growing with decent substitutes now available I would even be willing to short Tesla, if I didn't know the thousands of people / institutions that have gone bankrupt doing so..
Jacob Cook
>doesnt even have GME lol pussy
Gabriel Torres
Eh i don't think it'll matter too much. Big dump will happen when lockup expires in february
Thomas Gomez
Biggest crash in biztory roll
Camden Roberts
already took my profits at 15, my only true regret is not buying PLTR at 9.50
It would make sense. /smg/ was bearish all weekend.
Ethan Rivera
There are a lot of Zig Forums users who didn't purchase on IPO / on the bound after with a profit cushion - advising them to buy in now before earnings imo is a mean thing to do when the risk is so high of a healthy pullback. They'll FOMO in Monday, bad earnings Thursday, and then they'll sell Friday for a loss Whereas if they don't FOMO in, wait until earnings, they can always buy in after just at a higher price and ride the trend up
Kevin Jenkins
I wish I ignored the bears on PLTR
Brandon Martinez
Who bullish on American misery here? >ko >mo >GSK/Pfe >rtx/lmt >xom >pltr Bros ww@?
>ARKK >ARK's ETFs These ARK Etfs seem neat, but it looked like the largest assets are just Tesla. Why bother with any of the rest of it? The meme future tech stuff isnt its own companies yet, they are part of legacy companies which may or may not preform as well as it could. Unless anons can change my mind.
Ryan Martinez
Why would we be red? Now that the democrats are done needing covid it will go away. Covid is done.
Gabriel Kelly
what goes up must come down. lots of insiders haven't sold yet. just wait.
Austin Phillips
>Buy PLTR Already did brother. You need to be bullish on "the great reset" too. Maybe bug food companies, pod rentals, and lab grown meat.
Real talk, do you think investors care about PLTR earnings? Wouldn't they care more about the future contracts that they're getting like candy right now? If you loaned me $30, and with it I made $20 this week, but I showed you irrefutable proof that I'd make $500 next week, would you fucken care?
Jayden Clark
I just opened a Questrade account! what do i buy frens?
in the past 3 months this is how ARKK's top 10 holdings have performed TSLA 44.4% NVTA +53.4% SQ +30.1% ROKU +59.5% CRISPR +10.1% Z +44.3% TDOC -0.44% PRLB -0.46 WORK -7.20% SPOT +8.8%
ARK ETFs are very top heavy with ARKK's top 5 holdings being responsible for 33.93% of the entire ETF. Implying that TSLA is solely responsible for ARK's success is pretty silly. You can claim that Cathie Wood has been lucky, but she's been "lucky" with far more than 1 ticker alone.
