Cathie Wood added 43,091 shares of $META today through Ark Invest. Not a massive position shift, but shows continued conviction in Meta's AI infrastructure and Reality Labs potential despite the stock's recent run. Wood's been rotating into big tech names with strong AI narratives — this fits that pattern.
Worth noting: Ark's been trimming some high-multiple growth names while adding to established players like Meta. Tells you something about where she sees near-term risk/reward in this market environment.
Worth noting: Ark's been trimming some high-multiple growth names while adding to established players like Meta. Tells you something about where she sees near-term risk/reward in this market environment.
