Cathie Wood suddenly dumped AMD and Alibaba, and reversed into these new hotspots!

Latest changes in ARK Invest's holdings:
1. SpaceX $SPCX
Bought $5.1 million. Bullish on commercial aerospace, satellite internet, and long-term growth opportunities in the space economy.
2. Energy Fuels $XE
Bought $4.9 million. A key U.S. uranium mining company, benefiting from the global nuclear renaissance and AI data centers driving electricity demand growth.
3. Bullish $BLSH
Bought $0.7 million. A crypto asset trading platform, planning to become a crypto exchange after listing.
4. Kratos Defense $KTOS
Bought $5.8 million. A representative U.S. defense technology company, focusing on drones, missile systems, and military intelligence.
5. Generate Biomedicines $GENB
Bought. A representative AI drug development company, using generative AI to develop novel protein drugs, a key direction Cathie Wood continues to bet on for AI + biotech.
6. Alamar Biosciences $ALMR
Bought. Focused on ultra-high sensitivity protein detection technology, with strong growth potential in precision medicine, early cancer screening, and other areas, making it a new innovative healthcare target.
7. AMD (Advanced Micro Devices) $AMD
Sold. One of the leaders in AI chips, but after a significant rally, ARK chose to partially cash out gains, reallocating funds to new themes such as defense and nuclear energy.
8. Alibaba $BABA
Sold. A leading Chinese internet stock.
9. Roku $ROKU
Sold. A leading U.S. streaming platform. After years of high volatility, ARK continues to reduce its position, shifting funds to higher-growth new tracks.
10. Twist Bioscience $TWST
Sold. A leading DNA synthesis company, which became the most significant biotech stock reduced by ARK Invest on the day, reflecting internal portfolio adjustments.
11. Absci $ABSI
Sold. An AI drug development concept company, ARK chose to partially take profits, moving funds to new positions like Generate Biomedicines.
12. Iridium Communications $IRDM
Sold. One of the global leaders in satellite communications, becoming the largest divestment target in the space fund, with funds shifted to defense and commercial aerospace assets.
13. Strata Critical Medical $SRTA
Sold. A healthcare-related holding, partially adjusted out by ARKX, reflecting the fund's continuous focus on core themes like aerospace and defense.
Which direction do you favor most?