Cathie Wood makes surprising deeper bet on robotaxis
Cathie Wood has built ARK Invest around the idea that disruptive autonomy changes the game completely. She’s been bullish on robotaxis for years, arguing that it’s likely to flip auto economics into software-like margins and dominate valuations. That view runs straight through Tesla (TSLA) stock, which ARK’s latest model pegs at 2,000, bull $3,100). Also, Wood estimates that Tesla Robotaxis will contribute 90% of the company's enterprise value to a multi-trillion-dollar opportunity ...