This article first appeared on GuruFocus. Cathie Wood made a sharp call between two of the AI boom's biggest winners Thursday. ARK Invest bought 252,592 Nvidia shares worth about $45.9 million after the stock plunged roughly 9%, while simultaneously selling 410,559 Broadcom shares worth about $119.7 million, according to TipRanks. Warning! GuruFocus has detected 3 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator.NVDA GF Value chart The contrast is notable because both stocks were hit hard during the semiconductor selloff. Nvidia slipped into negative territory for 2026 after Thursday's decline, while Broadcom dropped about 10.5% and extended its year-to-date loss to roughly 16%.
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