저자: YTFinance진행자 · 외국인
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캐시 우드 ARK의 최근 매수 종목 소개와 DWAC SPAC(트럼프 미디어 합병) 공매도 논란 및 합병 전망을 다룬다. 팔란티어는 내부자 매도와 정치 이슈에도 불구하고 대형 계약 증가로 성장성이 높다고 평가하며, 센서니스(SENS)는 FDA 승인 후 일부 익절하고 장기 보유하는 전략을 제시한다. 센서니스 2025년 매출 2억 달러 전망과 목표가 26달러(발언자 본인은 과도하다고 봄)를 언급한다.
다듬은 글
the top stocks to buy right now what stocks kathy wood of arc invest is currently buying and why short sellers are attacking a spac that donald trump is involved in we will also discuss what the latest pltr stock news is pertaining to palantir technologies as a company then lastly we will go over sensionics scns stock to determine if it would be wise for someone to sell shares after sensionix gains fda approval or if they should hang on to their scns shares for a long term position go and press the like button right now for kathy wood pltr stock or sense stock news comment down below what you think about short sellers shorting donald trump's spack into the ground investors who follow kathy wood or are invested into her arc etfs have been very pleased lately with arkhanvest's results considering how kathy wood's largest holding which is tesla has been doing extremely well lately but while kathy wood loves her tsla stock she has also been buying up other companies to brace herself and her arc etfs for the upcoming market headwinds and those are the stocks that we are going to be talking about right now for starters let's look at some of kathy wood's largest buys recently regarding her arc etfs for ark's fintech innovation etf ticker symbol arkf kathy wood has bought over 2 000 more amazon stock ticker symbol amzn 235 000 draftking stock ticker symbol dkng 210 000 robin hood stock ticker symbol hood and 220 000 ui path stock ticker symbol p-a-t-h for one of my favorite etfs we have the arc genomic revolution etf ticker symbol arkg which focuses on revolutionary healthcare technology kathy wood has added over 69 000 soma logic stock ticker symbol slgc and 67 000 arcturus therapeutic stock ticker symbol arct next we have the ark innovation etf ticker symbol ark which added 78 000 shares of pacific biosciences stock ticker symbol pacb 103 000 shares of twitter stock ticker symbol twtr and 12 000 shares of roku stock ticker symbol roku next we have the arc autonomous technology and robotics etf ticker symbol ark which added over 211 000 shares of nano dimension stock ticker symbol nndm there's also arcs next generation internet etf ticker symbol arkw and she also added 179 000 shares of live person ticker symbol lpsn 25 000 shares of pagerduty ticker symbol pd 202 000 shares of skills ticker symbol sklz and 301 000 shares of snapchat ticker symbol snap lastly we have the ark space exploration and innovation etf ticker symbol arkx and kathy wood added 21 000 shares of blade air mobility ticker symbol blde she also added 73 000 shares of 3d systems ticker symbol ddd and four 354 shares of mark forge ticker symbol mkfg so feel free to at least add these types of stocks to your watch list because kathy wood is preparing four market headwinds which will cause her etfs to be more stable if the market ends up plummeting but now let's talk about digital world acquisition corp ticker symbol dwac which is a spack that donald trump is involved in to take his media company public the dwac spack has fallen around 30 today especially after multiple institutions including iceberg research have announced that it will be short on dwac stock this spec is supposed to take trump media and technology group public but it is losing momentum day by day however it could end up regaining momentum afterwards especially if the short interest decides to climb so high that a short squeeze occurs the current stock price sits at around 56 dollars currently and this blank check company has yet to seek shareholder approval to actually close on this merger an initial press release said this and i quote transaction values trump media and technology group at an initial enterprise value of 875 million dollars with a potential additional earn out of 825 million in additional shares for a cumulative valuation of up to 1.7 billion depending on the performance of the stock price post business combination end quote so according to this press release a 67 price target which some people hold is much too high for the stock at least right now however the good news is that this back ceo told reuters that the merger will be completed soon which is great news especially if you are invested into this stock just to support donald trump now let's talk about palantir technologies which is a data mining and analytics company that has great fundamentals and fantastic long-term growth potential in my opinion the only slightly concerning part about pltr stock is that the company is very secretive and political news tends to move it very easily a secondary problem is that more insiders are selling the stock but this is no need to panic because executives can get paid in stock and they want to cash out their shares so they can be paid it is very possible that executives just want to exchange their shares for cash to buy helicopters and yachts as this article puts it but it does beg the question if palantir is such a game changing company why sell any stock at all according to guru focus insiders are only selling and none of them are buying back stocks which can be a distracting reality especially if you are bullish on pltr now this does not change my personal bullish analysis at all on the company because i think these executives understand opportunity cost because if these executives think that the market will be very volatile or even crash in the near future it's better to liquidate their stocks now and have cash on hand to buy into other stocks or rebuy palantir stocks instead of being caught off guard and their pltr stocks are now worth less much of palantir's political turmoil stems from the fact that they fight against illegal immigrants from crossing the border from mexico to the united states which according to pew research center is at a 21-year high now people speculate that if donald trump somehow ends up back in the white house in 2024 then he will use palantir's technology to ensure that space satellites are constantly monitoring the border to enhance border security this will allow palantir to gain even a stronger foothold in future government contracts especially if they come directly from the white house this would also make palantir's co-founder named peter thiel very happy because he is an avid trump supporter so if trump did end up coming back to the white house peter thiel would absolutely go berserk and palantir stock could even rally substantially but even without trump becoming president again a palantir has been doing extremely well on their own because the company has closed over 62 deals of 1 million or more just in the second quarter of 2021 30 of those deals were worth 5 million or more and 21 of those deals were worth over 10 million dollars and palantir is not supposed to ease off until 2025 which means more contracts are on their way this is why investors are excited about this company due to their projected rapid growth and their ability to land a major contracts for quarter three pallentier is projected to bring in around 385 million dollars but i personally think that they will beat that forecast on their approaching earnings report which has now been officially confirmed for tuesday november 9th now let's talk about sensionics which develops and sells continuous glucose monitoring systems for people with diabetes the main question about scn stock right now is should investors sell right after their 180-day cgm system gets approved by the fda which could cause the stock price to rally well the answer is that it depends so i'll tell you what i would do first there is a small chance that the stock price does not rally based on this catalyst but that is highly unlikely so if this does rally the choice is either to take profits then or to hold it long term regardless of the stock price because it's going to come back down eventually and personally i like to do a bit of both if i plan on holding long term once the stock price surges based off of this catalyst i will sell some shares to make up for my initial investment into the company and then i will leave the rest of it to go long term this way i use this catalyst to make up my initial investment and then i will use the long-term investments which are left over for future growth this is also a fantastic risk management strategy because you literally don't lose any money if you do the strategy because you've already made up for the money that you initially put into the stock the reason why i would not want to take all of my money out of this stock while the stock price is high due to the fda approval catalyst it's because once their 180 day system can be sold in the united states their revenues are expected to explode from just 15 million dollars this year to over 200 million dollars by 2025 which will generate great hype for them as they continuously beat their revenue projections on future earnings calls which would give even more smaller catalysts for us to trade off of so the fda approval catalyst is no need to just get rid of all of the stocks once you write off that catalyst because there is also going to be a longer term payoff currently the sans stock price is around three dollars and thirty cents and according to portfolio grader it has an a plus rating which means the stock is a clear buy right now and also by 2027 some people speculate that it will have a 26 dollar price target however i think that is extremely bullish remember to like this video especially if you made all the way to the end
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