"Money Tree Sister" Cathie Wood Says Samsung Electronics and SK hynix Are the "Heart" of the AI Revolution, Tesla Could Rise Sixfold Within Four Years

[Financial News] Cathie Wood, CEO of ARK Investment Management and well known to Korean investors as "Money Tree Sister," emphasized the importance of the KOSPI market amid the artificial intelligence (AI) revolution.
On the 16th, Wood appeared on PLUS TV, a YouTube channel run by Hanwha Financial, and said, "Samsung Electronics and SK hynix are like the 'heart and soul' of the global AI revolution," identifying Korea's semiconductor industry as a key pillar of the AI boom.
Wood assessed Samsung Electronics and Tesla based on their partnership, saying, "The fact that Tesla, our largest holding, works closely with Samsung proves the excellence of Korean companies." She added, "Korean companies respond quickly when memory prices rise sharply, and that is a capability the world truly needs."
ARK Investment Management's largest holdings include AMD and Tesla. Wood set Tesla's target price at $2,600 for the next four years, or about 3.92 million won, and explained, "Given the current share price, that means there is room for more than a sixfold gain over the next four years."
Using robotaxi business prospects as the basis for her outlook, Wood said, "Tesla's automotive business currently has a gross margin in the mid-teens, but if the robotaxi business begins to grow in earnest, the overall gross margin could exceed 60%."
ARK Investment Management bases its analysis on Wright's law, which holds that costs fall by a certain percentage as cumulative production increases. Wood said she supports companies that make aggressive investments to seize new opportunities rather than focusing on immediate dividend payouts.
At the same time, Wood advised that Korea's stock market should move away from its heavy concentration in semiconductors and diversify into innovative sectors such as robotics, nuclear power, and gene editing. She also said, "If a single stock's share in a portfolio has grown from 8% to 30%, it is advisable to take some profits and diversify the investment targets," stressing the importance of diversification.
Meanwhile, Wood dismissed the recent global stock market correction as only a temporary setback and remained optimistic about the market, saying, "Productivity gains driven by AI technological innovation will lower inflation, so there is no reason for the Fed to tighten further."
bng@fnnews.com Kim Hee-sun Reporter