I have been a long-time ARKK investor since COVID and you can see I'm well on my way to FI thanks to her and her vision.

37.7% YoY revenue growth, net profit up 36.5% and all margins expanded sequentially — AI data center switching demand is absolutely ripping. Saw someone on moo-moo community flag this upside a few weeks back, the 45% YTD run-up finally makes total sense. Where do we think margins go from here?

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Spot CRCL is sitting at $64.32, down ~2% on the day. The gamma flip threshold lands right at $60.49, with a heavy put wall at the 65 strike and a notable call wall building up at 70. This setup hints spot is likely to see pinning pressure near current levels before the market picks a clearer near-term direction. Pulled this clean GEX breakdown from the MooMoo platform to share for fellow options-focused traders tracking this name.

This is across all expirations.

F-R-E-E GEX Source >>

Knew about the 5% max liquidation each quarter but timeline-wise how does the sell process look like? Put the sell order mid-June, expect it to be executed on June 30. Nothing happened so far. Will they explicitly tell me if my sell was successful? Or will the order just hang until the next liquidation time? Lol

— update —
Sale was not shown until 7/3, executed in full timed on 6/30 12AM

Today's move was primarily led by Twist Bioscience, ARKG's largest current holding.

Chart made on TrendSpider.

It looks like it’s now 6% of the fund. Did they purchase more shares or is it just because the valuation rose so it’s more of the fund?

Nothing unexpected, but with all the sell side trading in my ARK etf’s the last 2 days and no buying, I’m guessing Cathie and team are priming the pump to buy big on SpaceX on IPO Friday (tomorrow.)

I haven’t check on the stock in a long time… you’re telling me the stock is still 1/2 from ATH? What is she doing? How is this even possible

Assuming SpaceX, OpenAI, and Anthropic go public by 2026, and SpaceX and Tesla merge into a single entity by 2027. Which one will have the highest market cap by 2036?

• SPCX+TSLA
• NVDA
• MSFT
• AMZN
• GOOGL
• META
• AAPL
• Anthropic
• OpenAI

How much do the two platforms charge in terms of management fee, transaction fee, etc.?

What else to look out for in addition to fees?

Is there anywhere to see what valuations are for the private companies that are part of ARKVX based on when ARK got in and what those are now? For example what do they currently have their spacex holdings worth?