Tracking Cathie Wood: Rare purchase of OpenAI’s pre-IPO shares, heavily betting on computing giant CoreWeave

As both the US and Iran have signaled intentions to end the Middle East conflict, global market risk appetite further improved on Wednesday, with Asia-Pacific stock markets following the overnight surge in US stocks.

Overnight, Cathie Wood made a striking appearance on the buy-side, deploying funds through three separate routes, precisely targeting the core areas of 'top-tier large model foundation + GPU computing infrastructure + physical world AI.'

Buy-side Direction: Rare purchase of OpenAI Series C pre-IPO shares, continued accumulation of CoreWeave

Cathie Wood made an extremely rare and stunning large-scale purchase of 349,000 shares of OpenAI's Series C pre-IPO equity overnight. This is the most dazzling item on the entire bill! By acquiring OpenAI's private equity directly through its venture capital fund, ARK indicates that most AI concept stocks in the secondary market can no longer satisfy its appetite for 'non-linear explosive growth.' Bypassing intermediaries to directly invest heavily in the world's strongest large model infrastructure is the ultimate expression of Cathie Wood's belief in AGI (Artificial General Intelligence).

Following this, she continued with a significant buy of 26,500 shares in GPU computing cloud giant $CoreWeave (CRWV.US)$ This purchase formed a perfect logical loop with the heavyweight news from the overnight market — CoreWeave has just announced the completion of an $8.5 billion mega-financing round, marking the official launch of the first-ever 'investment-grade GPU infrastructure bond' in history! This is a milestone event, indicating that Wall Street no longer views GPU computing power as high-risk tech hardware but instead regards it as 'hardcore infrastructure' akin to highways or power plants, capable of generating stable cash flows. Cathie Wood’s precise timing of this historical juncture by adding to her position firmly establishes the strategic shift from 'trading chips' to 'trading computing infrastructure.'

Additionally, she heavily added to her position in autonomous trucking company $Kodiak AI (KDK.US)$ with 90,500 shares purchased, while also buying 14,700 shares of food delivery logistics giant $DoorDash (DASH.US)$ From KDK’s mainline unmanned heavy trucks to DASH’s urban last-mile delivery, ARK is sketching out a fully AI-controlled 'unmanned physical supply chain' network.

In addition, she continued to buy shares in small modular nuclear reactor company $Oklo Inc (OKLO.US)$ with 7,542 shares, and increased holdings in genetic diagnostic data company $GeneDx Holdings (WGS.US)$ by 4,559 shares. Maintaining the core focus from before — using nuclear power (OKLO) to feed AI computing data centers, and using micro clinical data (WGS) to provide scarce training fuel for large healthcare models.

Sell-side move: Dumping shares of Strata Skin Sciences (SRTA)

In contrast to the grand narrative on the buy side, the sell-side is a merciless purge of outdated assets that lack a data flywheel effect.

Cathie Wood aggressively dumps shares of Strata Skin Sciences $Strata Critical Medical (SRTA.US)$ Up to 612,500 shares, while also selling off genomic diagnostics company $Veracyte (VCYT.US)$ 115,700 shares. The single-day sale of over 610,000 SRTA shares marks the complete fall from favor of traditional medical devices within the ARK framework. In Cathie Wood's view, if a medical device can only be used for 'monitoring metrics' and cannot generate high-quality training data for integration into large models, it is nothing more than a piece of rusted scrap metal with no valuation premium.

Additionally, she continues to unload shares of an Asian internet giant $LY (4689.JP)$ 55,400 shares, wrapping up the divestment in visual social platforms $Pinterest (PINS.US)$ 781 shares, reducing holdings in testing equipment manufacturers $Teradyne (TER.US)$ 6,204 shares, dumping South African financials $DISCOVERY LIMITED UNSP ADR EACH REP 3 ORD SHS (DCYHY.US)$ 977 shares.

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