Cathie Wood: Nvidia Faces Cyclical, Competitive Risks

The transcript discusses the performance of a stock from 2014 to 2021, highlighting missed opportunities in recent rallies. It focuses on NVIDIA's investment strategy, comparing its valuation with Tesla and UI Path. The discussion includes NVIDIA's risks, potential returns, and the competitive landscape in AI technology, emphasizing the importance of innovation and efficiency in computing power.

What was the price of the stock in 2014?

• $6.00

• $2.00

• $4.00

• $8.00

Why did the investor sell their main stake in the ARC Innovation ETF?

• To invest in real estate

• Because of a personal emergency

• Due to a market crash

• To focus on other opportunities

What was the price of NVIDIA when it was purchased in the fourth quarter last year?

• $125

• $100

• $75

• $50

Which company is mentioned as having a valuation of six times sales?

• Meta Platforms

• Google

• Tesla

• NVIDIA

What is one of the risks mentioned for NVIDIA?

• Cyclical shortages

• Lack of innovation

• High employee turnover

• Decreasing demand for AI