ARKQ / The Auto Sector's Green Transition: Three Roads To Lower Returns?

ARKQ is focused on disruptive technology with limited start-up risk. The portfolio has $33.5bn in revenue forecast to grow 16% in YE24-YE25. Valuation more_horizontal

Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular. more_horizontal

Look into Tesla-heavy ETFs, as Tesla's "gigacasting" method is estimated to give the world's largest EV manufacturer an edge over its counterparts. more_horizontal

Tesla's supercomputer Dojo is expected to fuel a 76% rally in the market capitalization of the EV maker. Look into Tesla-heavy ETFs as Morgan Stanley more_horizontal

Could a change in the Indian government's EV market policy potentially pave the way for Tesla's entry into the world's third-largest car market? Look more_horizontal

Over the last several years, we've heard plenty of talk about artificial intelligence. There's even debate about whether AI will ever become sentient more_horizontal

Teradyne has been rising again in recent months despite a not-so-great outlook for 2023. Industrial automation could be a big growth driver for the co more_horizontal

Tesla Motors (TSLA) beat both earnings and revenue estimates in the second quarter. However, shares of Tesla declined on concerns over whether the pri more_horizontal