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Three consecutive years of gains + all-time highs! Can the US stock market continue its bull run in
牛牛名人追蹤
joined discussion · Dec 22, 2025 13:50

Tracking Cathie Wood: Reduced positions in IRDM and two other stocks, reallocating portfolio to prepare for the Christmas rally

Last Friday, driven by the strong performance of Oracle and NVIDIA, artificial intelligence (AI) concept stocks regained their footing. The three major indices collectively closed higher for the second consecutive trading day, with the Nasdaq rising over 1%.
Against this backdrop, ARK Fund’s recent operational strategy has been clear and decisive: reducing holdings in satellite communications $Iridium Communications (IRDM.US)$ , fintech $Ibotta (IBTA.US)$ and biotechnology $Ionis Pharmaceuticals (IONS.US)$ and other underperforming targets, taking advantage of this large-scale market portfolio adjustment opportunity to decisively 'reduce the burden' on investment portfolios. This move not only optimizes the holding structure but also reserves sufficient positions for the upcoming Christmas rally, allowing concentrated firepower to be allocated into their favored 'innovative ammunition' sectors.
Last Friday, driven by the strong performance of Oracle and NVIDIA, artificial intelligence (AI) concept stocks regained their footing. The three major indices collectively closed higher for the second consecutive trading day, with the Nasdaq rising over 1%. Against this backdrop, ARK Fund’s recent operational strategy has been clear and decisive: reducing holdings in satellite communications $Iridium Communications (IRDM.US)$ , fintech $Ibotta (IBTA.US)$ , and biotech $Ionis Pharmaceuticals (IONS.US)$ stocks that have underperformed, taking advantage of the large-scale market reallocation opportunity to decisively 'lighten' the portfolio. This move not only optimizes the holding structure but also reserves sufficient capacity to position for the upcoming Christmas rally, focusing firepower on its favored 'innovation ammunition' sectors. [Cool Guy]Futubull's [Opportunities Page] has launched tracking for celebrity portfolio opportunities! Choose from multiple celebrity portfolios, follow the masters' strategies with one click, precisely lock onto high-quality targets, and invest with greater confidence!
Futubull's [Opportunities Page] has launched tracking for celebrity portfolio opportunities! Choose from multiple celebrity portfolios, follow the masters' strategies with one click, precisely lock onto high-quality targets, and invest with greater confidence!
Last Friday, driven by the strong performance of Oracle and NVIDIA, artificial intelligence (AI) concept stocks regained their footing. The three major indices collectively closed higher for the second consecutive trading day, with the Nasdaq rising over 1%. Against this backdrop, ARK Fund’s recent operational strategy has been clear and decisive: reducing holdings in satellite communications $Iridium Communications (IRDM.US)$ , fintech $Ibotta (IBTA.US)$ , and biotech $Ionis Pharmaceuticals (IONS.US)$ stocks that have underperformed, taking advantage of the large-scale market reallocation opportunity to decisively 'lighten' the portfolio. This move not only optimizes the holding structure but also reserves sufficient capacity to position for the upcoming Christmas rally, focusing firepower on its favored 'innovation ammunition' sectors. [Cool Guy]Futubull's [Opportunities Page] has launched tracking for celebrity portfolio opportunities! Choose from multiple celebrity portfolios, follow the masters' strategies with one click, precisely lock onto high-quality targets, and invest with greater confidence!
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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