What really caught my attention is ARK Invest aggressively trimming big tech like $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ . To me, this looks less like panic selling and more like de-risking after a strong run, especially with valuations stretched and macro pressure building.
Personally, I’m not rushing to exit tech, but I’m also not blindly buying the dip. I’d rather stay selective — leaning toward niche AI plays and waiting for better entries in quality names instead of chasing crowded trades.
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