Cathie Wood waxaa lagu yaqaanaa laba astaamood oo muhiim ah: go'aanada maalgashi ee geesinimada leh oo mararka qaar ka soo horjeeda ra'yiga guud, iyo diiradda muddada dheer ee adag. Habkani wuxuu macnaheedu yahay in Wood ay iibiso saamiyo aad u caan ah oo kor u kacaya, kuna beddesho saamiyo shirkad dhawaan hoos u dhacay. Sida uu yahay Maareeyaha Guud ee ARK Invest, waxay beegsanaysaa hal-abuurayaasha—nooca shirkadaha ay doorbideyso—qiimo macquul ah. Inkastoo aysan ka walwalin haddii saami uu ku adkaado muddo gaaban, sababtoo ah xeeladdeedu waa inay hayso shirkadaha intaba wararkooda kobaca. Justus todobaadkan, Wood ayaa muujisay xeeladdan iyada oo sameysay dhaq-dhaqaaqyo ku saabsan seddex saami oo sirdoonka macmalka ah (AI). AI waxay si fiican ula jaanqaadaysaa danaha Wood sababtoo ah awoodeeda inay wax ka beddesho warshado caalami ah, taasoo suurtogal ah inay soo saarto malaayiin dollars oo dakhli ah shirkadaha hogaamiya. Dhawaan, Wood ayaa iska dhimistay saamigeedii ku aaddanaa mid ka mid ah saamiyada ugu jeceshahay—mid kor u kacday 1, 000% muddo saddex sano ah—iyo waxay kordhisay boosaskeedii laba ka mid ah ciyaartoyda waaweyn ee AI. Aan faallo ka bixinno hawlaheeda si faahfaahsan. Iibinta saami la jecel yahay Bilawga, isku day inay iibiso saamiyada Palantir Technologies (PLTR -1. 49%) waxay ku samaysay dhowr sessiyo ganacsi asbuucaan gudaheed.

Palantir, oo ah horumariye xalal barnaamij oo ku saleysan AI, ayaa noqotay shanta ugu weyn ee ay ku haysato sida ay sheegtay May 9, iyadoo meteshay 6% maalgelinteeda ugu weyn ee Ark Innovation ETF. In kasta oo warbixinta ugu dambeysay ee Palantir ay muujisay koror dakhli oo xoog leh oo la socda faa'iidooyin dheellitiran iyo baahi xoog leh mustaqbalka, Wood ayaa laga yaabaa inay go’aansatay inay qaadato faa’iidooyin oo ay lacagta u mariyo meel kale. Intaa waxaa dheer, saamiyada Palantir waxaa lagu ganacsadaa qiimo ku dhow 200 jeer ee faa'iidada mustaqbalka, oo ah qiime sare oo saameyn kara soo noqnoqodka muddo gaaban. Si kastaba ha ahaatee, jiritaanka ballaaran ee Palantir ee Ark Innovation waxay muujineysaa in Wood ay weli tahay kalsooni ku qabto awoodda shirkadda ee dakhli dheer iyo saami waxqabadka, inkastoo qiimaha saami uu afar jibbaarmay muddada seddex sano ah. Iibka laba hoggaamiye oo chip AI ah Marka laga soo bilaabo wax iibsigeeda, Wood ayaa kordhisay saamigeeda ee shirkadaha samaysa chip-yada AI ee Nvidia (NVDA -0. 62%) iyo Advanced Micro Devices (AMD 1. 14%) gudaha Ark Innovation usbuucan. Tani waxay la jaanqaadaysaa dariiqdeeda qiimaha ku saleysan markii loo eego qiimahooda hadda jira. Saamiga Nvidia ayaa hadda lagu ganacsadaa qiimo ku dhow 26 jeer faa’iidada mustaqbalka, hoos u dhac ku yimid 50 jeer horraantii sannadkan, halka qiimaha AMD sidoo kale uu hoos u dhacay, hadda ku dhow 25 jeer faa’iidada mustaqbalka marka la barbardhigo in ka badan 30 jeer bishii hore. Nvidia ayaa hogaamineysa suuqa chip-yada AI una adeegsatay in ay sii huriso hoggaankaas. Maalgashadayaal sida Wood oo aaminsan koritaanka AI waxay u arki karaan Nvidia inay tahay iibsasho soo jiidasho leh, sababtoo ah record dakhli ah, faa'iido sareysa oo iibka ah, iyo qorshe horumarineed oo wax soo saar ah oo xooggan. Sidoo kale, AMD waxay qaadaysaa horumar weyn oo ku saabsan sector-ka chip-yada AI, waxaana jira banaanbax suuq oo ku filan si AMD ay ugu guulaysato iyada oo aan laga qaadin Nvidia. Maamulaha AMD Lisa Su ayaa sheegay in ay bilow fiican u ahayd 2025, iyadoo dakhligu iyo faa’iidada guud ay kor u kacayaan laba jibbaar, faa’iidada guudna ahayd 50%, taasoo muujineysa faa’iido iib oo xooggan. Hogaaminta AMD ee unugyada farsamada dhexe (CPUs), kuwa salka ku haya kombiyuutarada caadiga ah, iyo kartida AI ee macaamiisha xarumaha xogta ayaa horseedaysa koritaan xooggan.