This article first appeared on GuruFocus. Cathie Wood's Ark Invest made a sharp rotation across AI, crypto and healthcare last week, adding nearly $25 million of CoreWeave (NASDAQ:CRWV) while selling almost $40 million of its ARK 21Shares Bitcoin ETF (ARKB). The moves suggest Ark is leaning further into AI infrastructure and selected healthcare names while taking profits across crypto, genomics and several high-profile technology holdings. Warning! GuruFocus has detected 7 Warning Sign with COIN. Is COIN fairly valued? Test your thesis with our free DCF calculator.COIN GF Value chart Ark bought roughly 239,000 CoreWeave shares worth about $24.7 million, making the AI cloud-infrastructure company one of its largest purchases of the week.
We show the main point publicly. Create a free account to continue reading the full article, save it, discuss it, and connect it with market and OSINT context.