Cathie Wood’s latest big move! Cutting losses after a big drawdown—$AMD was actually for adding heavy positions in these under-the-radar winners:

【Buy】
$SPCX +147,805 shares - Musk’s No. 1 fan girl, continuously adding to her position in SpaceX, bullish on space exploration and reusable rockets and other innovations; repeatedly buying on dips
$CRWV +115,827 shares - Focused on providing high-performance NVIDIA GPU cloud platforms; the stock price has fallen 35% from its peak
$XE +16,136 shares - Bullish on nuclear power driven by AI data center power demand
$AVAV +37,077 shares - Fits the robotics and defense innovation theme
$KTOS +82,151 shares - Autonomous combat drones; bullish on defense autonomy and AI military applications
$ISRG +7,975 shares - Intuitive Surgical, a global leader in surgical robots
$PONY +133,285 shares - Positioning for autonomous mobility and AI travel
$WRD +32,861 shares - An autonomous driving company in China
$KDK +26,792 shares - An autonomous driving platform integrating AI and modular hardware
$XE +4,440 shares - Nuclear power, supporting AI energy demand
$META +5,726 shares - Valuation looks more attractive than other tech giants
$NFLX +38,068 shares - Bullish on long-term 10%+ growth potential
$CMPS +101,791 shares - Focused on mental health innovation therapies; a leading player in psychedelic drug therapy—potential upside of 100%
$ABSI +33,110 shares - Uses AI to design new protein-antibody drugs
$PRME +81,580 shares - Gene-editing biotech targeting inherited diseases, with potential to double
$KTOS +33,661 shares - Betting on the wave of global defense modernization and autonomous unmanned systems

【Sell】
$TWST -6,657 shares
$TXG -111,013 shares
$AMD -12,057 shares
$HOOD -59,131 shares
$SRTA -8,256 shares
$BIDU -7,651 shares
$DE -3,171 shares
$CAT -2,166 shares
$AMD -3,886 shares
$IRDM -120,058 shares
$ROKU -197 shares
$NET -7,273 shares
$HOOD -20,089 shares
$AMD -4,436 shares
$TWST -1,784 shares
$ATAI -70,667 shares
$ROKU -7,646 shares
$SRTA -5,693 shares
$IRDM -24,576 shares
$DE -2,610 shares
$AMD -3,194 shares