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wrote a column · Mar 24 13:49

Tracking Cathie Wood: Single-Day Simplified Trading! Aggressively Buying Sequencing Giant TXG, Continuing to Reduce Holdings in Crypto Exchange Bullish

Overnight, the US stock market rebounded collectively driven by Trump's announcement to postpone 'bombing Iranian power plants,' avoiding a 'four consecutive daily losses' scenario for the three major indices.
Against this backdrop, ARK (referred to as 'the Wood姐') executed her moves in an elegantly straightforward manner yesterday. Without hesitation or testing, she directly poured the proceeds from cashing out crypto assets into the AI healthcare data infrastructure that is currently undergoing bottom valuation reassessment.
Overnight, the US stock market rebounded collectively driven by Trump's announcement to postpone 'bombing Iran’s power plant,' avoiding a 'four-day losing streak' for the three major indices. Against this backdrop, Cathie Wood’s operations yesterday can be described as 'simplicity at its finest.' Without any hesitation or testing, she directly poured cash realized from crypto assets into the AI healthcare data infrastructure undergoing bottom valuation reassessment. The sole focus of Cathie Wood's buying on that day was one player—she continued to aggressively accumulate shares of single-cell sequencing giant $10x Genomics (TXG.US)$up to 98,700 shares. When viewed alongside her consistent actions over the past few days, this is no longer just a simple 'tactical retreat' but rather an extremely firm 'strategic accumulation.' From the frenzy of liquidation at the beginning of the month to now continuously repurchasing in large amounts, ARK has profoundly demonstrated what 'value created by declines' means. In today’s world where AI is reshaping drug discovery, the single-cell and spatial biology micro-data owned by TXG is indispensable 'fuel' for training cutting-edge healthcare AI models. As panic-driven selling clears out, Cathie Wood is sparing no effort to secure these scarce data infrastructure chips. On the selling side, Cathie Wood dumped shares of cryptocurrency exchange $Bullish (BLSH.US)$ 39,400 shares. As a platform focused on institutional digital asset trading, BLSH’s valuation is closely tied to the cryptocurrency market...
The only protagonist on her buy list was a single-cell sequencing giant, which she aggressively accumulated. $10x Genomics (TXG.US)$As much as 98,700 shares.
Looking at the consistency of recent operations, this is no longer a simple 'tactical reversal' but rather an extremely resolute 'strategic stockpiling.' From the frenzied sell-off earlier this month to now continuously buying back large amounts, ARK vividly demonstrated what 'value created by a price drop' means. In an era where AI is reshaping drug R&D, the single-cell and spatial biology micro-data held by TXG serves as indispensable 'fuel' for training cutting-edge medical AI models. As panic selling clears out, ARK is sparing no effort to secure this scarce data infrastructure asset.
On the selling side, ARK disposed of shares in a cryptocurrency exchange. $Bullish (BLSH.US)$ Specifically, 39,400 shares.
As a platform focused on institutional digital asset trading, BLSH’s valuation is highly correlated with the overall sentiment of the cryptocurrency market. Facing potential volatility or high-level consolidation in the digital asset market recently, ARK chose to continue taking profit in this kind of 'crypto infrastructure.' Converting these highly liquid assets, which have already generated substantial returns, into cash provides ample firepower for aggressively accumulating TXG at the bottom.
Behind this 'minimalist transaction statement' lies the extremely clear capital allocation logic of top-tier institutions. Selling the cryptocurrency exchange (BLSH) that is constrained by macro sentiment fluctuations, and buying the AI healthcare data platform (TXG), which has fallen to its value trough while possessing strong industry barriers. This unwavering execution of 'selling high and buying low' across sectors, ignoring short-term market noise, is the core weapon for navigating bull and bear markets.
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Overnight, the US stock market rebounded collectively driven by Trump's announcement to postpone 'bombing Iran’s power plant,' avoiding a 'four-day losing streak' for the three major indices. Against this backdrop, Cathie Wood’s operations yesterday can be described as 'simplicity at its finest.' Without any hesitation or testing, she directly poured cash realized from crypto assets into the AI healthcare data infrastructure undergoing bottom valuation reassessment. The sole focus of Cathie Wood's buying on that day was one player—she continued to aggressively accumulate shares of single-cell sequencing giant $10x Genomics (TXG.US)$up to 98,700 shares. When viewed alongside her consistent actions over the past few days, this is no longer just a simple 'tactical retreat' but rather an extremely firm 'strategic accumulation.' From the frenzy of liquidation at the beginning of the month to now continuously repurchasing in large amounts, ARK has profoundly demonstrated what 'value created by declines' means. In today’s world where AI is reshaping drug discovery, the single-cell and spatial biology micro-data owned by TXG is indispensable 'fuel' for training cutting-edge healthcare AI models. As panic-driven selling clears out, Cathie Wood is sparing no effort to secure these scarce data infrastructure chips. On the selling side, Cathie Wood dumped shares of cryptocurrency exchange $Bullish (BLSH.US)$ 39,400 shares. As a platform focused on institutional digital asset trading, BLSH’s valuation is closely tied to the cryptocurrency market...
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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