According to CoinMeta, Cathie Wood ignores market concerns about the bursting of the bubble in AI and continues to increase its holdings in Nvidia (Nasdaq: NVDA), having recently purchased 80,000 shares through five funds. At the same time, ARK has also reduced its stake in Roblox (New York Stock Exchange: RBLX). Although sales of Nvidia's GPU may slow down, its data center network revenue increased by nearly 200% year-on-year in the last quarter. It is estimated that Meta, Amazon, Microsoft, and Google will jointly spend up to $725 billion this year, and Nvidia is expected to capture 35% to 40% of the market share. In contrast, Roblox's second-quarter bookings only grew by 8%, falling short of Wall Street's expectations, and management has completely withdrawn its full-year outlook.