Cathie Wood Is Going ALL-IN On ONE Stock

In this video, I analyze UiPath (PATH) to find out why Cathie Wood is incredibly bullish on the stock.

Disclosure: I have no positions in UiPath (PATH) and do not intend to initiate a position within the next 48 hours. I am not being compensated for this video by any entity mentioned in this analysis.

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Over the past few months, criticism against Cathie Wood has garnered substantial attention. However, Cathie Wood recently went on CNBC to dispel any attacks against her. Not only that, but she also boldly warned of the most unanticipated crash in history. Nobody sees what she believes is coming and this will lead major institutions and investors to suddenly lose billions. This video will go in-depth on the massive catalysts that are coming and how they will heavily impact the stock market going forward.
Short-sellers are rapidly attacking Cathie Wood’s funds. They’ve shorted almost all of the holdings in her funds, and some have shorted her entire innovation ETF. In fact, one management company is about to launch an ETF that exclusively short Ark’s innovation fund. So why are so many short-sellers like Michael Burry confident in their positions against Ark? In short, these short-sellers think massive inflation is coming soon.
Not only that but investors worldwide have witnessed stocks rise substantially over 12 months, which could lead to a fatal crash. A surface-level analysis would show us that consumer prices are rising, the stock market is skyrocketing, and therefore, this overheating will lead to a major crash ahead. However, this has become a popular opinion lately. When everyone thinks a crash is going to occur, that’s when a crash is least likely to occur. Cathie Wood does think that a crash is coming, but not in the way that you might imagine. Many renowned investors believe that the risk of overheated inflation is incredibly high. However, Cathie believes a completely different risk is imminent: deflation. This might seem totally crazy, especially since the Federal Reserve has printed immense amounts of money. Nevertheless, Cathie’s bet on the ultimate shocker of deflation starts to make more sense after a deeper dive.
There are three deflationary forces that will inevitably take place, but before we get into that, we must talk about the several sectors that are about to die off. The movement towards new technologies has been vastly accelerated by the pandemic. Electric vehicle sales have increased substantially during the pandemic, especially in comparison to fossil-fuel-powered vehicles. The pandemic has caused many people to realize that electric vehicles are superior to gas-powered vehicles. That might sound like nonsense, but the data that has been coming out recently is mind-blowing. In the UK, plug-in hybrid sales are up 93.6% in 2021. Additionally, electric and hybrid electric vehicles are experiencing a similar increase year over year. On the other hand, petrol and diesel are being demolished, with diesel down an astounding 46.9% year over year. Online retail is also experiencing a massive acceleration in sales. The world is not going to go back to outdated services. All these quote-unquote “recovery” services are recovering, but only in the short term. Over the long term, these stocks will fall 90% or even 100% as many of them inevitably lose market share. This is not a small-scale event either. The transition to new technologies is going to affect at least half of the S&P 500.
There are many outdated sectors that are quickly losing market share and will only continue to lose market share. However, there is something even more important that we have to talk about, which is the deflationary forces at play. There are three main deflationary forces; the first one is technology-enabled cost declines. Over the past decade, demand for electric vehicles worldwide has risen substantially. This increase in demand was primarily driven by the cost decline of batteries. Lithium-ion battery prices have fallen dramatically over the past three decades. The economies of scale and technological advancements will guarantee that battery prices will continue to decline over the long term. Now, this isn’t just the automotive space. Similar exponential declines are happening in almost every sector. Manufacturing, utilities, agriculture, and transport & warehousing have all seen enormous increases in real productivity.

[gaileickhoff]

I started investing in stocks earlier this year, but because of the corona outbreak I've lost pretty much all of my profit. My biggest positions are in TSLA, 3M and JNJ + a few small positions. Thoughts on selling some of it and buy in again after it potentially drops more, or keep everything and buy small positions during the dips? I currently work a lot of overtime and don't have time to focus on the market

[baconfly]

This isn’t new stuff, as microsoft has a similar product that can automate tasks. Even tasks that require communication between legacy (30 year old apps) and new apps

[TickerSymbolYOU]

This is definitely ARK Invest's secret winner. Great vid!

[persistentone]

Approaching a $30 billion dollar valuation with a 50 times sales multiple. Exactly what part of this story is the market ignoring with that valuation?

[JudoJonny]

The only phenomenon at work today is self-fulfilling prophecy

[donvin]

Is this just a smarter Clippy from the old school Microsoft Word days?

[arigutman]

Definitely an interesting play and certainly I believe Cathie's picks are always worth a look into.. Yet I find many of them have some time before take off.. At this time, I'd rather continue to double down on say AAPL ... I feel safer for more security during a time of uncertainty and moreover still delivers the growth to remain ahead of the game!

[psestock]

Thanks so much for sharing and a superb analysis. May I ask, do you have a link for the “ the America’s top growth companies “ many many thanks

[GR-sglv]

Quality analysis - had not heard of them. 114k views in 24 hrs.. Good!

[carolineM]

Can't believe how it Would be possible for cryptocurrency to become a global phenomenon

[ishudshutup]

RPA is mainly just scotch tape on old systems where the company has not yet spent the money to replace them. Good as an interim solution but bad bad bad to build systems on systems, becomes real life digital spaghetti. Notice they love to use the word "ROBOTIC" everywhere, because it makes it sound high tech when it's literally just keyboard and mouse clicks from pattern recognition, just one step above automated testing software.

[coreensawlivich]

When you stop learning, you get left behind . Never stop educating yourself

[darkkeijp]

At this point Cathie Wood going into a stock is pretty much a sell signal.

[Kaotonix]

Incredible research and analysis - as always my friend. So great to see you come so far

[babadubu]

Damn i was sure you were going to talk about Palantir lol, never heard of Uipath but added to my watchlist, great video!

[harrisonwintergreen]

"Cathie Wood buys some stupid high beta crap in desperation, trying to recapture the crazy growth of 2020"

[ericmalcolm]

I Have Incurred so much losses Trading on my own.. trade well on DEMO, but I think the real market is manipulated. can anyone help me out or at least tell me what I'm doing wrong??

[SWhel]

What’s a good option strategy given the overvaluation and/or 18 Oct date predicting price drop?

[robertmccully]

You can do the same thing at Las Vegas on one spin of the dice.

[Damian-tqyk]

You may have overlooked that Microsoft's PowerAutomate is their biggest upcoming competitor. It is another RPA product, I'm not entirely sure what (if) makes uipath better apart from their orchestration ability, and their learning/training support and active community. I can see Microsoft eating into their future margins if their functionality keeps up. Keen to hear thoughts on what makes uipath's platform stand apart from PowerAutomate.