Cathie Wood, CEO of Ark Invest

In her top 10. It's doing very well in GPUs for small language models, less so for large ones. It's taken huge share from Intel and now has 40% of the CPU market. AMD chips requires a lot less memory. 

She has started buying this. It will be a prime beneficiary of the shift from GPU's to ASIC's. She avoided this before because it grew from buying companies (doesn't like this approach). but likes its ASIC growth.

It's been in a basing pattern for 5 years and now we're near the top of the range. Robo-taxis will break it out and bring recurring revenues to raise margins to 85%.

It may test the range of $80,000-90,000, but will be the shallowest 4-year cycle decline in its history, then it will take off. It is the leading of a new asset class. Note that Bitcoin and gold are not correlated.