Following Cathie Wood: Continues to bet on AI healthcare stock Tempus AI; aggressively sells Japanese mainstream media platform LY

On Wednesday Eastern Time, the three major indices showed mixed results as investors continued to monitor the US-Iran conflict situation and oil price movements.

Observing the day’s trading landscape, there was a striking disparity in the volume of trades by Cathie Wood on both buying and selling sides. ARK aggressively raised funds through substantial sell-offs while exercising extreme restraint and focus on the buying side, sending a strong signal: at the current market level, only companies with core data and embodied intelligence/AI capabilities are worth betting on with real capital.

Buying Focus: Doubling Down on AI Healthcare

The day’s buy-side actions were extremely streamlined, with all new investments pointing toward the same grand narrative: AI-driven restructuring of healthcare foundational data.

Cathie Wood increased her position in AI-driven precision medicine leader $Tempus AI (TEM.US)$ by 23,100 shares, while slightly increasing holdings in genomics diagnostics company $GeneDx Holdings (WGS.US)$ by 2,822 shares.

Following heavy investment in gene editing (e.g., CRSP) a few days ago, ARK continues to consolidate its stakes in healthcare applications. Tempus AI's core competitiveness lies in its vast clinical and molecular data assets, which serve as the 'fuel' for training advanced healthcare AI models. If the long-term barrier in robotics is 'embodied intelligence,' then in the healthcare field, the long-term competitive moat is built upon proprietary genomic and clinical datasets that others cannot easily access. These two purchases represent high-probability bets on the logic that 'data is the moat.'

Selling Direction: Aggressive Reduction in Japanese Mainstream Media Platforms

Cathie Wood executed an extremely aggressive selloff of the Japanese mainstream media platform $LY (4689.JP)$As much as 2.2998 million shares, occupying the absolute top spot on that day's sell list.

As generative AI reshapes information retrieval and interaction methods, traditional search portals and social media platforms are facing severe challenges with traffic saturation and monetization anxiety. If simple traffic entry points cannot evolve into foundational platforms for the AI ecosystem, their valuation center will inevitably decline. ARK’s cross-market liquidation of such assets reflects an acceleration in shedding outdated business models marginalized by the AI era.

In addition, its giant in single-cell sequencing has been drastically cut.$10x Genomics (TXG.US)$Additionally, it drastically cut its position in a single-cell sequencing giant by 262,600 shares, continuing to sell off life science tool companies$Standard BioTools (LAB.US)$by 102,100 shares, while also reducing holdings in precision medicine companies$Personalis (PSNL.US)$by 58,700 shares.

Combined with the buying side's favor towards TEM, this set of operations forms a stark contrast. Without deep restructuring by foundational large-scale AI models or significant ecosystem empowerment, the growth potential of pure sequencing instruments and medical testing hardware is being severely compressed. This aligns with trends in hardcore technology sectors: capital is abandoning 'basic components/tools' prone to internal competition and price wars, shifting instead to embrace platform-based ecosystems capable of defining rules and controlling data.

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