Feb. 5 at 10:26 AM
Why Cathie Wood is all-in on
$WGS &
$CRWV
ARK Feb 4 rebalance = structural shift
1️⃣ Data Play —
$WGS
Largest clinical genomic library = AI “training set” for cures. 65% YoY growth. Legacy diagnostics out.
2️⃣ Compute Play —
$CRWV
“Anti-AWS” built for GPUs. ARK buying dips. AI boom needs specialized clouds.
3️⃣ Rotation
Selling
$TER &
$TTD to fund AI-native bets. If it’s not AI-native, it’s a source of funds.