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Cathie Wood Is Selling AMD Before MI450 Arrives. Is She About to Miss Another Nvidia?
Source: 247wallst.com
Artificial IntelligenceTechnology & InnovationInsider TransactionsInvestor Sentiment & PositioningCompany Fundamentals
Cathie Wood's ARK is reducing its AMD position ahead of what the article characterizes as the chipmaker's largest product cycle in years. The comparison to ARK's prior early sale of an AI-chip company that subsequently tripled frames AMD's upcoming AI-driven product launch as a potentially positive catalyst, though no position size, product details, or financial estimates were provided.
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