Tracking Cathie Wood: Bought nearly 80,000 shares of Tesla in three days, continued to reduce holdings in medical device company SRTA

On Wednesday (April 8), the ceasefire agreement between the US and Iran for two weeks pushed the US stock market to open high and close higher, with all three major indexes rising over 2%. The S&P and Nasdaq rose for six consecutive days. The CBOE Volatility Index (VIX), known as the 'fear index', closed at 21.04 points, the lowest since March 2.

Against this backdrop, the investment logic of 'Wood姐' has become an open book: completely abandoning the old-era traffic monetization model and traditional hardware, she is channeling resources with precision into embodied intelligence and cutting-edge healthcare platforms that possess a 'real-world data flywheel'.

Buying direction: Continue to aggressively accumulate Tesla.

The buying activity on the day was highly concentrated; these four targets perfectly established ARK's two core positions in the next technology cycle.

$Tesla (TSLA.US)$and $Kodiak AI (KDK.US)$: The golden duo of 'Physical World AI'

Operation: Following the purchase of over 40,000 shares in the previous two days, today she continued to strongly buy 33,200 shares of Tesla, while also continuously adding to her position in KDK, purchasing 19,700 shares of the new self-driving truck company.

In-depth analysis: This is an extremely aggressive series of operations! Massive capital inflows poured into TSLA and KDK for several consecutive days, signaling ARK’s full takeover of the ‘embodied intelligence’ and ‘autonomous driving’ sectors. In ARK’s valuation model, Tesla's FSD and humanoid robots represent the endgame for passenger vehicles and general labor, while KDK secures unmanned commercial freight logistics. Together, they complete the grand vision of AI implementation in the three-dimensional physical world.

$GeneDx Holdings (WGS.US)$and $Arcturus Therapeutics (ARCT.US)$ : Dual engines of medical big data and gene rewriting

Operation: Increased holdings in genetic diagnostics company WGS by 12,500 shares and added to mRNA therapy company ARCT with 4,787 shares.

In-depth Analysis: The 'weeding out the weak and keeping the strong' in the healthcare sector is vividly reflected on the buying side. WGS owns a vast clinical genomic database essential for training medical AI, while ARCT possesses technology capable of rewriting fundamental life instructions. Buying these two essentially equates to investing in the 'computational fuel' and 'ultimate cure' of the future healthcare industry.

Sell-side Focus: Continuing to divest from pure hardware companies in healthcare

On the sell side, ARK’s 'great purge' shows no signs of stopping but rather an accelerating trend of liquidation.

$Strata Critical Medical (SRTA.US)$and $Veracyte (VCYT.US)$: The Twilight of Pure Healthcare Hardware

Operation: Continued aggressive dumping of 62,900 shares of SRTA, a critical care medical device company, and selling 4,956 shares of VCYT, a genomic diagnostics firm.

In-depth Analysis: SRTA is almost daily subjected to massive sell-offs at the tens of thousands of shares level, marking a brutal reshaping of valuations. Traditional medical devices that fail to integrate into AI data flywheels and lack non-linear growth potential are being mercilessly stripped away by Cathie Wood as 'sunk costs.'

$Roku Inc (ROKU.US)$: The Swan Song of the Old-Era Attention Economy

Operation: Aggressively sold 26,800 shares of Roku, a veteran in the streaming media space.

In-depth Analysis: While fully embracing AI in the physical world, ARK has run out of patience with the traditional Web 2.0 traffic monetization model (e.g., streaming TV). Pure software platforms without hardcore technological barriers are being rapidly removed from the core arsenal.

$Teradyne (TER.US)$: Ongoing capital drain from upstream testing equipment

Operation: Reduced stake in automated testing equipment provider Teradyne by 33,800 shares.

In-depth Analysis: Capital is clearly shifting from 'upstream hardware testing' to 'end AI applications (e.g., Tesla, KDK),' aligning with the broader trend of industry value gradually concentrating at the downstream end.

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