AMC Stock - Cathie Wood Inspiring Message To Apes

요약 보기

AMC 주식이 연초 대비 약 56% 하락한 상황에서 방송인이 AMC를 '올해 최악의 트레이드'로 몰아가는 언론 보도를 비판하고, 같은 폭으로 하락한 ARK Invest(캐시 우드) 펀드에 대해서는 비슷한 비판이 없다는 점을 지적한다. - 핵심 주장: 동일한 하락률인데 리테일 투자자가 많이 보유한 AMC만 조롱당하는 것은 이중잣대라는 주장. - 근거 수치: AMC 연초 대비 약 -56%, ARK 펀드도 약 -56%, ARK 운용자산(AUM)은 2021년 2월 약 500억 달러에서 현재 200억 달러 아래로 감소. - ARK 관련: 캐시 우드는 2020년 최고 성과를 냈으나 2021년 이후 부진하며, 테슬라 비중을 축소했지만 확신은 유지 중. - 종목별 방향 예측: AMC에 대해 진행자는 올해 주가 100달러 도달 여부와 관계없이 '텐트 아래 머물지 않을 가능성이 높다(30달러대 아래로 떨어지지 않을 것)'는 개인 전망을 제시. - 리스크/조건: 명시적 매수·매도 권유는 없으며, 진행자 개인 견해로 한정됨. - 출연자 전망: 진행자는 AMC에 대한 개인적 확신을 밝히지만 구체적 기간·목표가는 제시하지 않음. - 언급 종목: AMC(상승 전망 성향, 하방 제한 주장), ARK Invest 펀드(비판 대상 아님, 비교 대상), 테슬라(ARK 내 과거 최대 비중 종목으로 언급). - 기타: 사회자·언론인 발언에 대한 비판이 주된 내용이며, 시장 전반에 대한 방향성 예측은 없음.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. well um recently all right recently i mean earlier today i shared with you a video where you know journalist was talking about how amc is the worst trait of the entire year or possibly the entire history of his career in the market and what is really funny about that is when you look at other assets when you look at you know a font like arc invest for example which is you know managed and has been founded by kathy wood kathy wood you know which was who was the um the best performer in the market in 2020 but since 2021 her assets under management of the entire you know the money that people gave her through her funds has been shrinking but the funny thing is you don't hear the same type of comments by looking at the art invest funds whether it's on mentoring media whether it's on something else and what is really interesting is something she mentioned today which is really really interesting especially when you are somebody holding emc and you bought at a very high level why because she is still despite a 56 loss year to date on her arc you know ark fund or innovation etf she is still sticking to her guns despite massive implosion so for those of you who are not familiar with kathy wood here is a picture of her you know if you are following stocks for you know since i mean in 2020 she was all over the place because pretty much every single thing she touched back then used to be gold so she was obviously one of the best if not the best performer because her kind of strategy or her model is to try to find as early as possible the next game changer in the industry in the market you know what she calls the disrupters like these guys are gonna be the next amazon the next tesla the next you know netflix zoom whatever all right so she is very very ahead of what we call the growth you know high growth even ultra hyper growth but with the market being what it is right now arc invest you know the whole fund which was created back in 2014 as of february of 2021 the company had 50 billion dollars assets under management aum but look right now it's way below 20.

02. so it matches what i shared with you here that is being down almost 56 but she's still sticking to her conviction why because she knows what she bought and right now is just you know a bad i don't know transition it's a bad period for the type of stocks she holds but she's not i mean she sold tesla which was used to be the number one position uh uh on her funds but she still has conviction now the thing is you look at amc performance you look at you know stocks like you know or etfs that arc invest why do we have two treatments for stocks following the same pattern year to date amc is also down what um if i go back to the chart here um if i go back to the chart quickly yet amc is down 56 so pretty much the exact same performance as arc invest but why are we not listening or hearing people such as charles gasparino talking about arc invest being the worst the worst trade ever why maybe because with amc most of people holding are retail investors so we're supposed to be dumb we don't know what we're doing et cetera et cetera why is motley fool not pushing and you know articles on how bad of an investment or how dumb people who bought our etf you know back in 2020 are well i don't know talking about that the same way to talk about amc stock i will let you answer that but i think it's pretty obvious for those of you who know how to read in between the lines and that's why i will keep to my conviction personally because even if amc doesn't reach 100 this year there are strong chances that it will not stand in the tents maybe not in the 30s that's my prediction which is totally entitled to my views personally but it it shows just how how hard this thing would go man just because yeah it's just ridiculous