AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.
Cathie Wood Dumps AMD: Is Now the Time to Buy or Sell?
AMD fell -3.79% to ~$334 after ARK Invest offloaded 215,643 shares — worth approximately $75 million — in a full liquidation on Friday, acting as the immediate catalyst for the decline. With NVDA hitting a $5 trillion market cap the same day, AI compute capital continued to concentrate in NVDA, placing AMD's valuation under dual pressure. ARK simultaneously added AMZN and trimmed other positions, signaling a clear rotation. With ARK out of the picture, who steps in to absorb the selling — and would you buy this dip or sell into strength?
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