$Advanced Micro Devices(AMD)$ Pulse: Cathie Wood's ARK just torched 215,643 $AMD shares (~$75M) on April 24 after a blistering 25% weekly rally (13.9% that day), slashing its third-largest holding to $416M â pure profit-taking on a ~70% monthly surge to $347.81 close. With RSI screaming overbought at 80-88 across charts (GuruFocus 80.25, Moneycontrol 88.93, AltIndex 88.6), this isn't panic; it's rotation from semis amid NVDA dominance. ARK's ETF lags hard (-1.76% YTD vs. S&P +4.67%), but $AMD's MACD bullish crossover and key support at $347 scream "buy the fear" in this 2026 AI chip cycle!
Key News:
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ARK sold 215,643 $AMD shares (~$75M) post-25% weekly rally (13.9% daily), trimming third-largest holding to $416M â classic profit-take after ~70% monthly surge to $347.81.
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ARK Innovation ETF: -1.76% YTD 2026 (vs. S&P 500 +4.67%); -9.01% 5-yr annualized (vs. S&P +13.01%), underscoring underperformance fueling semi rotation incl. Teradyne dump (~$11M).
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Ecosystem shift: ARK pivots from semis to $AMZN/others amid NVDA capex crush; $AMD RSI 80-88 (overbought, e.g., 80.25 GuruFocus, 88.93 Moneycontrol) eyes pullback to $347 support, MACD bullish.
Who Else Benefits:
Strategic Slam: $AMD's overbought RSI (avg ~85) + MACD buy signal = textbook dip zone. Buy on dip at $340 (below $347 support for 2-3% pullback buffer). 2026 Target: $420 â factors 20% rally extension on AI cycle resilience, ARK's lingering $416M stake, and semi rebound vs. ARK's ETF woes. Position 5-10% portfolio, trail stops at 10-day MA.
Who else is loading this $AMD dip before the squeeze? đ
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