Cathie Wood bought $14.5 million worth of Amazon and sold $40 million worth of ROKU today.

Nasdaq up +1.29%, S&P 500 up +0.78%

At least we can take a breather. Recently, buying SK Hynix really took a beating, with two consecutive days of sharp declines. South Korea has already announced a 100 trillion won market stabilization plan. It surged today, but I took the opportunity to sell some. If it goes even lower, I'll trade back and forth to lower my cost basis.

Cathie Wood bought $12 million RBLX, $14.5 million Amazon, $4.4 million SHOP, $2.6 million Alibaba, $3.1 million WGS, $0.3 million CERS, $2.8 million ACHR, $2 million AVAV, $2 million JOBY, $3.25 million GENI, $0.3 million GTLB, $0.96 million PSTG, $0.83 million DKNG, $0.31 million CMPS, $0.27 million NRIX, $0.15 million CNTN today. She bought a lot today, especially Amazon, which she has been adding to for two consecutive days. Its performance also lived up to expectations, making it the brightest spot among tech stocks.

Sold $0.13 million PD, $2.4 million DE, $4.9 million TSMC, $40 million ROKU, $5 million IRDM, $2.3 million NXDR, $0.23 million VRTX, $0.47 million AMGN, $0.47 million LAB, $2.7 million INCY, $0.058 million PRNT, $0.021 million DSY, $0.61 million LHX.