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Cathie Wood has been active in semiconductors this spring, and Advanced Micro Devices (AMD) is the most spotlighted stock within those moves. Ark Invest bought AMD shares in February, then turned around and sold about 44,446 shares worth roughly $10.5 million in April. That kind of trading says more about portfolio management and risk control than a clean thesis call. It also comes after a rougher stretch for high-beta growth names, where investors have been rotating in and out of chip stocks fast.
The Ark Innovation ETF (ARKK) has also had a sharp rebound, finishing 2025 up by about 35%. Additionally, while the S&P 500 ($SPX) has climbed about 3% year-to-date (YTD) and 30% over the past 52 weeks, ARKK is seeing a much bumpier ride, climbing 66% for the past 12 months but trading relatiely flat YTD.
