Another day of heavy trading. Cathie Wood bought $28 million worth of Broadcom, $22 million worth of Google, and sold $31 million worth of Qualcomm today.

Nasdaq fell -1.59%, S&P fell -1.23%

This round of decline is indeed quite severe. It has been like this for four consecutive days this week. Since Microsoft released its earnings report, the market style has changed drastically. Last night, the only position added was the triple-leveraged long Nasdaq ETF, which was still placed at a higher price. Bitcoin is also suffering, with unstoppable outflows. Regular investments have been paused, waiting for it to drop below $60,000 first. Amazon just released its earnings report, falling -10% after hours 🥲. When will it stabilize?

Cathie Wood bought $28 million worth of Broadcom, $22 million worth of Google, $18 million worth of BLSH, $15 million worth of TEM, $5.7 million worth of ISRG, $4 million worth of AMD, $1.7 million worth of SLMT, and $12,000 worth of KDK today. These days have been all about buying, even adding to Google, as Dan Bin mentioned in his public account.

Bought a little NVIDIA and Meta at the open today. Also added to Google. Google's performance is so good, but the market is short-sighted just because of increased capital expenditures. Looking further ahead, this will strengthen Google's moat and business barriers. If not now, when should we add positions?!

Sold $31 million worth of QCOM, $28 million worth of TER, $18 million worth of COIN, $1.9 million worth of TTD, $800,000 worth of GH, $500,000 worth of PD, $70,000 worth of GLBE, and $4,000 worth of PYPL.