Following 'Wooden Sister': Aggressively Scooped Up Nearly 200,000 Shares of Robinhood, Ruthlessly Cleansed 'Old' Assets

On Tuesday (April 7), bolstered by news that the US and Iran agreed to a two-week ceasefire, US stocks surged in after-hours trading, with Nasdaq 100 futures expanding gains to 3% post-market. On April 7, US President Trump announced an agreement to temporarily halt bombings and attacks on Iran for two weeks.

Against this backdrop, 'Wooden Sister' displayed clear intentions of sector rotation and capital reallocation in her trades on April 7. On the buying side, funds aggressively flowed into new-generation fintech and digital asset gateways led by companies like Robinhood, while continuing to increase positions in 'AI in the physical world'; on the selling side, traditional medical devices, legacy streaming platforms, and traditional financial exchanges were subjected to a 'major cleansing'. $Robinhood (HOOD.US)$ On the buying side, funds aggressively flowed into new-generation fintech and digital asset gateways led by companies like Robinhood, while continuing to increase positions in 'AI in the physical world'; on the selling side, traditional medical devices, legacy streaming platforms, and traditional financial exchanges were subjected to a 'major cleansing'.

Buying Focus: Aggressive Purchases of Robinhood, Adding to Tesla (TSLA) and Kodiak AI (KDK)

The focus of the day's buys was on sectors with massive C-end traffic and AI implementation potential.

'Wooden Sister' made a significant overnight purchase of internet broker Robinhood, $Robinhood (HOOD.US)$ acquiring up to 182,600 shares, marking the largest position increase of the day.In ARK's underlying logic, Robinhood is no longer just a simple stock trading app but a core bridge connecting retail investors, cryptocurrencies, and decentralized finance. This nearly 200,000-share heavy investment underscores ARK’s firm belief in the disruptive power of next-generation fintech over traditional Wall Street.

At the same time, continue to move towards 'AI in the physical world'.Buy $Tesla (TSLA.US)$ 6944 shares and autonomous trucking star $Kodiak AI (KDK.US)$ 7244 shares.Continuous inflow of funds into these two major targets indicates that ARK is optimistic about Tesla's FSD and Optimus prospects, while KDK is expected to take over the logistics main artery.

In addition,ARK also slightly increased its position in the gene sequencing company $GeneDx Holdings (WGS.US)$ 4121 shares, starting to monetize AI in genomic databases.

Sell side: Continued reduction of SRTA, TWST, ROKU

On the sell side, ARK’s “out with the old, in with the new” strategy has entered a more refined operation phase, with traditional finance, old internet assets, and traditional medical devices being sold off.

Cathie Wood massively sold a critical care medical device company $Strata Critical Medical (SRTA.US)$ up to 66,700 shares, while also selling $Twist Bioscience (TWST.US)$ 60,100 shares.SRTA has been battered for several consecutive days, fully illustrating that in the AI era, pure physical hardware equipment lacking 'data self-sustaining capabilities' is gradually being edged out of the core lineup of tech growth stocks.

Cathie Wood also reduced her stake in the former streaming media darling $Roku Inc (ROKU.US)$ 26,800 shares, while selling $LY (4689.JP)$ 9,801 shares.This means that in the generative AI era, traditional platforms lacking native AI content generation capabilities are losing favor with ARK.

In addition, Cathie Wood continued to reduce her stake in Teradyne by 9,481 shares, an old guard nuclear component company $BWX Technologies (BWXT.US)$ 3,200 shares,further extending ARK's tactical retreat from traditional hardware and old energy assets; reducing its stake in $Intercontinental Exchange (ICE.US)$ 6,900 shares, as capital is being withdrawn from traditional exchanges and reallocated to more disruptive Web3 entry points representing the future form of finance.

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