Our research suggests $160B revenue potential from Starlink alone. ARK thinks the orbital data center opportunity could dwarf it.We're updating our open source SpaceX model to include it now.More from @CathieDWood in the Q1 2026 webinar.

By the time retail investors can buy a share of a company like SpaceX, they've already missed the most significant period of appreciation.SpaceX went from $350B to $1.75T entirely in the private markets.That's the access problem the ARK Venture Fund was built to solve.

CATHIE WOOD SAYS SPACEX'S BIGGEST BUSINESS WON'T BE ROCKETS, IT'LL BE DATA CENTERS IN SPACE- Orbital data centers could take SpaceX revenue 10 to 20x higher than ARK's model- SpaceX is already ARK's largest venture position in $ARKVX- Expect a pop at IPO, then volatility