Tracking Cathie Wood: Aggressively bought nearly 40,000 shares of Tesla, sold nuclear technology company BWXT and uranium giant Cameco

On Monday (April 6), the US stock market strengthened in the final hours of trading, with all three major indices closing higher. The S&P 500 and Nasdaq both rose for the fourth consecutive day. During the session, the three major indices temporarily pulled back after Trump claimed at a White House press conference that if Iran did not 'surrender' by 8 PM EST on April 7, he would strike Iran’s civilian infrastructure.

Against this backdrop, Ms. Wood’s buying and selling strategies are extremely clear. On the selling side, she mercilessly 'bled' traditional medical devices and upstream old nuclear energy; on the buying side, funds flowed like precision-guided missiles, all directed towards the core carriers of 'Physical AI (AI in the physical world/embodied intelligence)'.

Buying direction: Adding to Tesla position, buying Kodiak AI

The buy-side had only two targets for the day, but they form ARK's most impenetrable moat in the 'Physical AI' field.

Ms. Wood aggressively bought overnight, $Tesla (TSLA.US)$ as much as 39,700 shares. After a recent tactical adjustment, Ms. Wood once again threw money at Tesla.In ARK’s underlying logic, Tesla has never been just an electric vehicle manufacturer, but rather the world’s largest 'AI company in the physical world.' Whether it’s the ever-evolving FSD (Full Self-Driving) or the upcoming Optimus humanoid robot that will reshape labor, Tesla owns the largest visual data flywheel in the real world. This nearly 40,000-share heavy position declares ARK’s highest conviction in the embodied intelligence race.

Additionally, she continued to increase her stake in the star autonomous trucking company, $Kodiak AI (KDK.US)$ by 4,394 shares.Together with Tesla, they form a perfect matrix of passenger and commercial vehicles. Continued inflows into KDK indicate that ARK is extremely optimistic about the commercialization of AI on major logistics arteries. Looking at these two purchases together, Ms. Wood is building a fully unmanned transportation network taken over by AI.

Selling direction: Continuing to reduce positions in SRTA and Teradyne

On the sell-side, ARK's 'big cleanup' has entered a more refined deep-water zone, with traditional hardware and old energy assets being heavily dumped.

Cathie Wood heavily sold a critical medical equipment company $Strata Critical Medical (SRTA.US)$ up to 92,800 shares, while also selling an automated testing equipment provider $Teradyne (TER.US)$ 25,200 shares.Medical devices and upstream testing equipment are being rapidly abandoned. SRTA has been hit by nearly 100,000 shares over multiple days, clearly indicating that in the AI era, pure physical hardware without 'data-generating capability' has been removed from the core group of tech growth stocks.

Additionally, she reduced her position in a nuclear technology company $BWX Technologies (BWXT.US)$ by 29,800 shares, and sold a uranium giant $Cameco (CCJ.US)$8,484 shares.Considering ARK previously heavily invested in advanced micro-nuclear reactor company Oklo, it shows that Cathie Wood is not pessimistic about nuclear power demand driven by AI computing power but has instead made a 'replace the old with the new' shift within the nuclear energy sector. She has taken profits from traditional nuclear fuel (CCJ) and established nuclear components (BWXT), reallocating funds to small modular reactors (SMR), which are more disruptive and better aligned with AI data center deployments.

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