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Tracking Cathie Wood: For the first time since August! Cathie Wood purchased over 90,000 shares of NVIDIA and reduced holdings in Exact Sciences by more than 930,000 shares upon price increase.

On Thursday Eastern Time, U.S. stock markets experienced roller-coaster-like trading. Although $NVIDIA (NVDA.US)$ strong earnings reports once significantly boosted market sentiment, with the Nasdaq rising over 2%, as valuation concerns resurfaced and rate cut expectations were further dampened, all three major indexes closed lower, with the Nasdaq falling more than 2%.
Against this backdrop,Cathie Wood's ARK Fund has begun actively buying again: purchasing 14 stocks and selling 7. Specifically, Cathie Wood bought over 90,000 shares of NVIDIA at a low point, increasing positions in multiple cryptocurrency-related stocks; on the selling side, she reduced holdings in Exact Sciences at a high and continued to sell AMD, among others.
Overall, Cathie Wood’s overnight trades emphasized the principle of “being greedy when others are fearful.”
On Thursday Eastern Time, U.S. stock markets experienced roller-coaster-like trading. Although $NVIDIA (NVDA.US)$ strong earnings reports once significantly boosted market sentiment, with the Nasdaq rising over 2%, as valuation concerns resurfaced and rate cut expectations were further dampened, all three major indexes closed lower, with the Nasdaq falling more than 2%. Against this backdrop,Cathie Wood's ARK Fund has begun actively buying again: purchasing 14 stocks and selling 7. Specifically, Cathie Wood bought over 90,000 shares of NVIDIA at a low point, increasing positions in multiple cryptocurrency-related stocks; on the selling side, she reduced holdings in Exact Sciences at a high and continued to sell AMD, among others. Overall, Cathie Wood’s overnight trades emphasized the principle of “being greedy when others are fearful.” Main Strategy: Bottom-fishing purchase of over 90,000 NVIDIA shares, adding to multiple crypto-concept stocks. Although NVIDIA CEO Jensen Huang emphasized the 'explosive' demand for Blackwell chips and denied the existence of an AI bubble, concerns still prevailed. $NVIDIA (NVDA.US)$ The stock once rose 5% during trading but ultimately closed down 3%.Meanwhile, Cathie Wood's fund bought over 90,000 NVIDIA shares against the market trend, marking the first purchase of NVIDIA stock by the fund since August 4. However, despite the overnight decline, Wall Street analysts rushed to raise their price targets for NVIDIA, with the highest reaching $320: Morningstar: Raised the target price from $225 to $240. Jefferies: Will...
Main Strategy: Bottom-fishing purchase of over 90,000 NVIDIA shares, adding to multiple crypto-concept stocks.
Although NVIDIA CEO Jensen Huang emphasized the 'explosive' demand for Blackwell chips and denied the existence of an AI bubble, concerns still prevailed. $NVIDIA (NVDA.US)$ The stock once rose 5% during trading but ultimately closed down 3%.Meanwhile, Cathie Wood's fund bought over 90,000 NVIDIA shares against the market trend, marking the first purchase of NVIDIA stock by the fund since August 4.
However, despite the overnight decline, Wall Street analysts rushed to raise their price targets for NVIDIA, with the highest reaching $320:
Morningstar: Raised the target price from $225 to $240.
Jefferies: Increased the target price from $240 to $250
Truist: Raised the target price from $228 to $255
Melius Research: Upgraded the target price from $300 to $320
On Thursday Eastern Time, U.S. stock markets experienced roller-coaster-like trading. Although $NVIDIA (NVDA.US)$ strong earnings reports once significantly boosted market sentiment, with the Nasdaq rising over 2%, as valuation concerns resurfaced and rate cut expectations were further dampened, all three major indexes closed lower, with the Nasdaq falling more than 2%. Against this backdrop,Cathie Wood's ARK Fund has begun actively buying again: purchasing 14 stocks and selling 7. Specifically, Cathie Wood bought over 90,000 shares of NVIDIA at a low point, increasing positions in multiple cryptocurrency-related stocks; on the selling side, she reduced holdings in Exact Sciences at a high and continued to sell AMD, among others. Overall, Cathie Wood’s overnight trades emphasized the principle of “being greedy when others are fearful.” Main Strategy: Bottom-fishing purchase of over 90,000 NVIDIA shares, adding to multiple crypto-concept stocks. Although NVIDIA CEO Jensen Huang emphasized the 'explosive' demand for Blackwell chips and denied the existence of an AI bubble, concerns still prevailed. $NVIDIA (NVDA.US)$ The stock once rose 5% during trading but ultimately closed down 3%.Meanwhile, Cathie Wood's fund bought over 90,000 NVIDIA shares against the market trend, marking the first purchase of NVIDIA stock by the fund since August 4. However, despite the overnight decline, Wall Street analysts rushed to raise their price targets for NVIDIA, with the highest reaching $320: Morningstar: Raised the target price from $225 to $240. Jefferies: Will...
Even as Bitcoin dipped to around $86,000, 'Wooden Lady' Cathie Wood remained unfazed by market volatility and continued to accumulate positions in several related assets, including $Bullish (BLSH.US)$ 、 $Bitmine Immersion Technologies (BMNR.US)$ 、 $Circle (CRCL.US)$ 、 $Robinhood (HOOD.US)$ and $Coinbase (COIN.US)$ ，Firmly betting on the future of financial technology with unwavering conviction, akin to die-hard supporters.
Similarly, investments in genetic technology and AI healthcare are not neglected, with continuous buying ongoing. $Recursion Pharmaceuticals (RXRX.US)$ 、 $Pacific Biosciences of California (PACB.US)$ 、 $Tempus AI (TEM.US)$ 、 $CRISPR Therapeutics (CRSP.US)$ 、 $Illumina (ILMN.US)$ 、 $Beam Therapeutics (BEAM.US)$ among others.
Direction of reduction: Sell part of the holdings in Precision Science when prices rise.
Overnight, Abbott Laboratories announced a cash acquisition offer at $105 per share. $Exact Sciences (EXAS.US)$ The total equity value is approximately $21 billion.This company's stock surged nearly 17% against the market overnight, while 'Woodpecker' seized the opportunity to sell over 930,000 shares.
On Thursday Eastern Time, U.S. stock markets experienced roller-coaster-like trading. Although $NVIDIA (NVDA.US)$ strong earnings reports once significantly boosted market sentiment, with the Nasdaq rising over 2%, as valuation concerns resurfaced and rate cut expectations were further dampened, all three major indexes closed lower, with the Nasdaq falling more than 2%. Against this backdrop,Cathie Wood's ARK Fund has begun actively buying again: purchasing 14 stocks and selling 7. Specifically, Cathie Wood bought over 90,000 shares of NVIDIA at a low point, increasing positions in multiple cryptocurrency-related stocks; on the selling side, she reduced holdings in Exact Sciences at a high and continued to sell AMD, among others. Overall, Cathie Wood’s overnight trades emphasized the principle of “being greedy when others are fearful.” Main Strategy: Bottom-fishing purchase of over 90,000 NVIDIA shares, adding to multiple crypto-concept stocks. Although NVIDIA CEO Jensen Huang emphasized the 'explosive' demand for Blackwell chips and denied the existence of an AI bubble, concerns still prevailed. $NVIDIA (NVDA.US)$ The stock once rose 5% during trading but ultimately closed down 3%.Meanwhile, Cathie Wood's fund bought over 90,000 NVIDIA shares against the market trend, marking the first purchase of NVIDIA stock by the fund since August 4. However, despite the overnight decline, Wall Street analysts rushed to raise their price targets for NVIDIA, with the highest reaching $320: Morningstar: Raised the target price from $225 to $240. Jefferies: Will...
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On Thursday Eastern Time, U.S. stock markets experienced roller-coaster-like trading. Although $NVIDIA (NVDA.US)$ strong earnings reports once significantly boosted market sentiment, with the Nasdaq rising over 2%, as valuation concerns resurfaced and rate cut expectations were further dampened, all three major indexes closed lower, with the Nasdaq falling more than 2%. Against this backdrop,Cathie Wood's ARK Fund has begun actively buying again: purchasing 14 stocks and selling 7. Specifically, Cathie Wood bought over 90,000 shares of NVIDIA at a low point, increasing positions in multiple cryptocurrency-related stocks; on the selling side, she reduced holdings in Exact Sciences at a high and continued to sell AMD, among others. Overall, Cathie Wood’s overnight trades emphasized the principle of “being greedy when others are fearful.” Main Strategy: Bottom-fishing purchase of over 90,000 NVIDIA shares, adding to multiple crypto-concept stocks. Although NVIDIA CEO Jensen Huang emphasized the 'explosive' demand for Blackwell chips and denied the existence of an AI bubble, concerns still prevailed. $NVIDIA (NVDA.US)$ The stock once rose 5% during trading but ultimately closed down 3%.Meanwhile, Cathie Wood's fund bought over 90,000 NVIDIA shares against the market trend, marking the first purchase of NVIDIA stock by the fund since August 4. However, despite the overnight decline, Wall Street analysts rushed to raise their price targets for NVIDIA, with the highest reaching $320: Morningstar: Raised the target price from $225 to $240. Jefferies: Will...
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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