Following 'Wooden Sister': A full bet on 'AI New Infrastructure'! Buy the dip in new cloud giant CoreWeave and nuclear energy stock Oklo

On Monday Eastern Time, U.S. stocks were under overall pressure as President Trump's new warning to Iran and the further escalation of Middle East conflicts offset the boost from his optimistic remarks about U.S.-Iran negotiations.

Reviewing Cathie Wood’s overnight moves, her fund now fully covers the three core pillars of the AI boom:dedicated computing power, clean energy, and autonomous driving in the physical world.

Buying Strategy: Buying CoreWeave and Oklo on dips.

The day's purchases amounted to a grand tour of 'hardcore technology,' with capital flows showing a strong sense of industrial chain depth.

Cathie Wood made a significant increase in her position in GPU cloud giant $CoreWeave (CRWV.US)$ 41,800 shares, followed by a purchase in advanced nuclear fission technology company $Oklo Inc (OKLO.US)$ 37,400 shares.

This is a set of ingenious 'combinations.' After selling the underlying NVIDIA chips, ARK redirected its funds to cloud computing service providers (CoreWeave) with more flexible application capabilities; buying Oklo was the finishing touch. The endgame of training large AI models is 'power hunger,' and tech giants' data centers desperately need stable and substantial clean energy support. Betting on Oklo, a company specializing in Small Modular Reactors (SMR), means betting on the ultimate energy foundation for an AI computational explosion.

In addition, it also purchased the standout autonomous trucking company $Kodiak AI (KDK.US)$ 35,900 shares. Kodiak has an extremely high commercialization barrier in the field of autonomous driving for trunk logistics.

Previously, it increased its holdings in genomic diagnostics company $GeneDx Holdings (WGS.US)$ 20,700 shares, adding to its stake in the new mRNA therapy star $Arcturus Therapeutics (ARCT.US)$ 8,855 shares. This continues the consistent life sciences investment research logic, accumulating chips at both ends—'exclusive micro clinical data' and 'underlying gene-editing technology,' making the moat around its healthcare territory increasingly clear.

Sell side: Continued reduction of automated testing equipment provider Teradyne

On the sell side, Cathie Wood sold $Veracyte (VCYT.US)$ 42,800 shares (top of the sell list), reducing its stake in critical care medical device company $Strata Critical Medical (SRTA.US)$ 28,600 shares. This once again demonstrates the brutal consolidation within the healthcare sector. Simple diagnostic tools (VCYT) and traditional medical devices (SRTA), if unable to form a large AI training data loop like WGS or provide curative therapies like ARCT, are seeing their valuation space mercilessly compressed by capital.

In addition, it continues to reduce its stake in the automated testing equipment provider $Teradyne (TER.US)$ 29,100 shares, reducing its stake in the South African financial group $DISCOVERY LIMITED UNSP ADR EACH REP 3 ORD SHS (DCYHY.US)$ 3,954 shares, and exiting the graphic social platform $Pinterest (PINS.US)$ 3,231 shares.

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