🚀 Cathie Wood TRIPLED DOWN on space today — funded by selling Google. ARK rebalance decoded 🧵 @CathieDWood @ARKInvest 🛰️ THE SPACE BET: $RKLB bought in THREE funds: ARKK +277K | ARKQ +60K | ARKX +22K (~0.2% each — coordinated, not noise) Rocket Lab = the liquid "mini SpaceX" proxy. Only public door to space. 🚪 💰 FUNDED BY: $GOOGL sold in ARKQ (-12K) + ARKX (-4.5K) Mirror-image trims. The ARK creed: sell yesterday's disruptor, buy tomorrow's. 🔄 🧬 GENOMICS ROTATION (ARKG): IN: $SCTX (CRISPR) $BEAM (base editing) $VCYT (diagnostics) OUT: $TWST $TXG (tools/platforms) Tools → THERAPEUTICS. Shovels → cures. Risk-on. 💊 🧹 ARKW trimmed $P. Housekeeping. ⚠️ PERSPECTIVE: all ~0.2% — daily rebalance maintenance, not thesis changes. But direction is clear: SPACE over SEARCH, THERAPEUTICS over TOOLS. The regime preference is showing. 🚀 [NOT FINANCIAL ADVICE, DYOR!]
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