Tracking Cathie Wood: ARK Invests in AI Cloud Company CoreWeave, Autonomous Trucking Firm Kodiak AI, and Nuclear Energy Stock Oklo

Early Thursday morning Beijing time, as U.S. President Trump delivered a national address, global financial markets were shaken: Asia-Pacific stock markets fell, the dollar strengthened, and oil prices surged. Trump's speech shattered investors' hopes for a quick ceasefire between the U.S. and Iran.

Reviewing ARK's overnight operations by Cathie Wood, the fund’s capital allocation demonstrated an extremely stark 'new replacing old' characteristic. The outdated pure medical hardware was relentlessly sold off, while the inflow of funds was precisely channeled into core targets of 'AI infrastructure' and 'embodied intelligence,' forming a perfect closed-loop tech ecosystem.

Buying focus: Adding positions in AI cloud, clean energy, and autonomous driving.

The day’s buying pattern can be described as a tightly logical 'AI combination punch,' covering everything from computing power clouds to clean energy and autonomous driving in the physical world—nothing was left out.

Cathie Wood aggressively bought into a star company in autonomous trucking, $Kodiak AI (KDK.US)$ with a purchase of up to 91,000 shares, taking the top spot for the day’s largest buy with absolute dominance.

As large models reach their peak in the digital world, the next major breakout for capital will inevitably be 'Physical AI' (AI in the physical world). KDK holds an exceptionally high commercial barrier in autonomous driving for trunk logistics and possesses real-world driving data. This nearly 100,000-share heavy investment marks ARK accelerating its capture of the core benefits of AI embodiment, as autonomous driving and robotics sectors are entering the true sweet spot.

Cathie Wood continued to significantly increase her position in a GPU computing power cloud giant, $CoreWeave (CRWV.US)$ purchasing 15,400 shares, while also buying into a small modular nuclear reactor company, $Oklo Inc (OKLO.US)$with 11,100 shares.

This represents a strategic-level 'bundled purchase.' Following CoreWeave’s recent epic GPU infrastructure bond financing, Cathie Wood continues to double down, affirming the infrastructure nature of computing power cloud. The ultimate limit of computing power is electricity, and the energy consumption of AI data centers is staggering. Buying OKLO seizes the ultimate chokepoint of AI’s explosion—nuclear power and clean energy. This 'computing power cloud + nuclear power' combination forms the strongest foundation for AI’s new infrastructure.

In addition, it increased its holdings in genomic diagnostics company $GeneDx Holdings (WGS.US)$ by 11,100 shares and added 7,182 shares of the new star in mRNA therapy $Arcturus Therapeutics (ARCT.US)$ .

WGS owns a vast microclinical genomic data pool, which serves as the 'scarce fuel' for training next-generation medical AI models; whereas ARCT holds the tools to rewrite the underlying code of life. The combination of these two represents the future of medical technology transitioning from 'precise analysis' to 'ultimate cure'.

Sell side: Continued divestment from traditional medical hardware

Ms. Wood sold 77,400 shares (the absolute top seller) of critical care medical equipment company $Strata Critical Medical (SRTA.US)$ , while also selling 4,615 shares of genomic diagnostics company $Veracyte (VCYT.US)$ .

Considering the massive sell-off of over 610,000 SRTA shares at the end of Q1, this sale of 77,400 shares is a continuation of a brutal 'great purge'.

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