ARK Invest’s Cathie Wood on Performance, Nvidia and China

Cathie Wood makes the case for why short-term underperformance shouldn’t distract investors from the once-in-a-generation opportunity in disruptive innovation. In this interview, she explains ARK Invest’s long-term conviction in AI, why Nvidia is pivotal but not the only winner in the ecosystem, and how valuation discipline shapes ARK’s portfolio decisions. She also touches on overlooked opportunities in China’s tech sector and the importance of staying focused amid market volatility. It’s a candid look into how a high-conviction innovation investor thinks about risk, cycles, and where the next wave of growth could emerge.

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