**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM

Meta Platforms (META) dominates social media with ~3.5+ billion daily active users across Facebook, Instagram, WhatsApp, and Threads, powering an unmatched advertising flywheel. In Q1 2026, revenue surged 33% YoY to $56.3B (beating estimates), with EPS at $10.44, driven by AI-enhanced ad targeting, higher impressions, and better pricing. **Why META is a strong stock to buy:**   Meta offers a high-quality compounder trading at a compelling valuation (~22-28x forward P/E, PEG ~0.9, discount to peers). AI is already boosting ad efficiency and engagement (Reels, creative tools), fueling 20%+ revenue growth while Meta eyes overtaking Google in global ad revenue (~$243B projected for 2026). Strong moat, 40%+ operating margins, massive scale, and Llama open-source leadership position it

AMD stock has indeed broken above **$300** (and recently surged past **$340–$350** in volatile trading around April 24, 2026), hitting all-time highs amid strong AI optimism, analyst upgrades, and positive spillover from Intel's CPU results. ### What’s Driving the Breakout? - **AI and Data Center Momentum**: AMD’s data center segment (including EPYC CPUs and Instinct MI-series GPUs) continues to show robust demand. Management has guided for >60% CAGR in data center revenue over the next 3–5 years, with AI accelerators scaling toward "tens of billions" in revenue by 2027. Large deals (e.g., with Meta for MI450 systems) and inference opportunities provide visibility. - **CPU Strength**: Recent Intel earnings highlighted strong CPU demand tied to AI workloads, which analysts see benefiting

Amazon (AMZN) is increasingly driven by AWS and AI rather than retail. Cloud growth is re-accelerating on strong AI demand, while its advertising business is emerging as a high-margin second engine. Retail remains important for ecosystem strength but is no longer the primary profit driver. Valuation appears fair relative to mega-cap peers, with potential 20–30% upside in a base case. Stronger AWS monetisation could drive further rerating, supported by operating leverage and improved margin mix from ads and cloud. Key risks include elevated AI-related capex, which pressures near-term cash flow, and intensifying competition from Microsoft and Google. Execution on AI monetisation remains critical to sustaining growth momentum.

AMD (Advanced Micro Devices) trades on NASDAQ as a high-volatility AI/semiconductor stock. As of late April 2026, it sits near all-time highs around $335–$348 after a massive run—up ~13–14% on April 24 alone, ~65% in April, and over 60% YTD, fueled by strong data-center/AI demand (EPYC processors, MI-series accelerators) and partnerships (e.g., Meta, OpenAI expansions).7298f1 Today's Market Snapshot (as of April 27–28, 2026) Price action: Volatile. Recent session showed a big green candle to ~$348 (high ~$353), but intraday/pre-market moves include pullbacks (e.g., -3–4% in some sessions) amid profit-taking and a downgrade (Northland to Market Perform). 52-week range: ~$92–$353. Volume spikes on news.20e48f Technical view: Strong buy signals dominate (moving averages, RSI, trend channels).

$XIAOMI-W(01810)$  yes. Xiaomi is one the major market cap. I believe in long prospects of Xiaomi. It's main rev comes from Handsets, electronics and gadgets. The EV segments haven't been able to give investor's assurance. Overall, I think the other segments revenue continues to do well. XIAOMI should be bottoming. I look forward to xiaomi venturing into semiconductors and AI sectors. They can give investors' more optimism. 

$Apple(AAPL)$  Apple (AAPL): Extremely high ROE of 141.47% (boosted by share buybacks) but trades at a premium P/E of 35.5x . It saw a strong +3.24% rally on its last trading day to $280.14 .Exceptional capital returns but carries the highest P/E ratio, suggesting all positive news is already priced in.

**Yes, AMD remains worth considering for many investors as a long-term AI play, but Cathie Wood's recent sale isn't a strong "sell" signal—it's mostly profit-taking after a massive rally.** On April 24, 2026, ARK Invest sold ~215,643 AMD shares (worth roughly $66–75 million at ~$348/share), while buying a similar amount of Amazon. This followed AMD's ~70% surge in the prior month (including a ~14% jump that day, boosted by strong Intel earnings signaling broader chip demand). ARK still holds a substantial position—AMD ranks as one of its top holdings (around 4–5% in ARKK recently, with total ARK exposure over $800 million post-sale). Wood/ARK has trimmed AMD multiple times in 2026 amid rebalancing, not as a outright rejection of the company. ### Why the rally happened - **AI momentum**: AM