Author

@CathieDWood CathieDWood

grade Bcorporatex.com/CathieDWood ↗

Named ARK PM evangelizing a disruptive-innovation macro thesis with transparent disclosures

Promotes ARK's disruptive-innovation investment framework, d

trader score
+0.80
hit rate
83%
mean α
+1.46%
signals 14d
13

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 6 scored bets: 83% hit rate, +1.46% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 7 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27AVGO@CathieDWood+0.45Broadcom is described as enabling OpenAI's Jalapeño chip.-0.7%
2026-08-23CRCL@CathieDWood+0.75Argues Circle should be a prime beneficiary as technology disrupts traditional payments.-1.0%
2026-08-23MA@CathieDWood+0.20Argues Circle should be a prime beneficiary as technology disrupts traditional payments.+2.5%
2026-08-23V@CathieDWood+0.20Argues Circle should be a prime beneficiary as technology disrupts traditional payments.+2.8%
2026-08-23CRCL@CathieDWood+0.65Calls Circle a misunderstood disruptor despite its 84% post-IPO appreciation.-1.0%
2026-08-23MA@CathieDWood-0.15Calls Circle a misunderstood disruptor despite its 84% post-IPO appreciation.+2.5%
2026-08-23V@CathieDWood-0.15Calls Circle a misunderstood disruptor despite its 84% post-IPO appreciation.+2.8%
2026-08-23·@CathieDWood·Describes agentic AI as a new ChatGPT-scale breakthrough moment.·
2026-08-20·@CathieDWood·Predicts AI-driven entrepreneurship as entry-level corporate jobs disappear.·
2026-08-20·@CathieDWood·Argues AI will encourage entrepreneurship and make founder skills attractive despite low startup survival.·
2026-08-19ARKY@CathieDWood+0.70Issuer markets ARKY as a strategy converting innovation volatility into income.·
2026-08-18·@CathieDWood·Falling AI prices and surging volumes are framed as an early productivity-demand cycle.·
2026-08-17·@CathieDWood·Endorses investing in crypto ecosystems by following developers and end users.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.