Key ideas from Cathie Wood

• Cathie Wood predicts real GDP growth will accelerate from 3% to 7%+ over the next 5-10 years, driven by five converging innovation platforms involving 15 technologies
• ARK's bull case forecasts Bitcoin reaching $1.5 million by 2030, with modern portfolio theory suggesting optimal allocation at 19% of diversified portfolios
• Tesla price target set at $2,600 (from ~$330 today) over five years, with potential upside if humanoid robots deliver as expected
• Wood expects inflation to surprise significantly on the low side, potentially reaching 0% or negative as tariffs exit the system
• Truly disruptive innovation expected to deliver 40-45% compound annual returns over next five years, compared to MAG 6's more modest growth
• ARK is moving out of Delaware incorporation due to activist judicial overreach, citing Tesla shareholder vote overrides as precedent-setting risk