Why Cathie Wood Is Selling Shares of Tesla

The video discusses Elon Musk's 9.2% passive investment in Twitter, highlighting its implications on censorship and potential leadership changes. It also covers Tesla's strong market performance, recent profit-taking, and future investment strategies, including a new model on GitHub predicting significant growth. The discussion emphasizes the challenges of capital allocation in public equity markets and the potential for other stocks in the portfolio to outperform Tesla. The video concludes with insights into Twitter's market dynamics and the impact of potential leadership changes on advertisers.

What factors are influencing the allocation of capital in public equity markets according to the text?

What are the implications of the leadership change at Twitter as discussed in the text?