According to CoinMeta, Cathie Wood’s ARK Invest purchased 243,707 shares of Nvidia after the Friday pullback, worth approximately $53 million, while selling shares of AMD worth $74.5 million, further increasing their bet on AI chips. After the financial report release last Friday, Nvidia’s stock price fell by 4.6%, providing an opportunity to buy Wood. At the same time, ARK also sold 156,286 shares of AMD on the same day, worth about $74.5 million, and increased their holdings of Broadcom shares by about $20.5 million, significantly adjusting their semiconductor portfolio. Nvidia reported second-quarter revenue of $96.2 billion last week, a year-on-year increase of 106%, and expects to achieve about 70% revenue growth in the coming year.