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๐Ÿ”Ž Bull Market for Robots

๐Ÿ“Š Daily ETF Overview

 
In our thematic universe, we often use the Ark funds as a gauge for speculative growth and investor's broader risk appetite.
 

A development we've noted is that while the flagship Ark Innovation ETF $ARKK is still trading in a drawdown from its all time highs, the Ark Robotics ETF $ARKQ has just resolved to all time highs.

 
 
The largest holdings consist of Tesla $TSLA at 12.50%, Teradyne $TER at 9%, Kratos Defense and Security $KTOS at 7.30%, Rocket Lab $RKLB at 6%, and Palantir $PLTR at 5.50%.
 

This is a niche pocket of the market that looks incredibly constructive.


 

Every week in Godspeed, Riley Rosebee maps out the edge of the investing frontier โ€” AI, robotics, tech innovation, and the charts that are leading the charge.

Spot real trends and actionable trades as they develop and stay ahead of whatโ€™s next. This is where you start.