Cathie Wood bought $4 million worth of TEM and sold $2.1 million worth of Meta today.

Nasdaq up +0.77%, S&P up +0.54%

Google released TurboQuant's ultra-efficient AI memory compression algorithm, which can reduce the cache consumption of large language models during runtime by at least 6 times with zero precision loss, while achieving a performance surge of up to 8 times. The storage sector fell to varying degrees. I bought some Micron this morning. This familiar taste is very similar to when DeepSeek first came out last year, and the market once sang the blues for NVIDIA. It was said to be replaced, but the result was a slap in the face, and NVIDIA still rose back later. I bought a little bit during this pullback to see if it can replace it.

Cathie Wood bought $4 million worth of TEM today.

Sold $400,000 VCYT, $1.27 million XYZ, $1.4 million RXRX, $2.1 million Facebook, $2.3 million BEAM, $560,000 ACHR, $4 million ILMN, $5 million BWXT, $5 million KTOS, $5.5 million NTRA, $9 million ROKU.

Sold quite a lot, but only bought one. In such a volatile market now, even if there are gains, I probably don't want to hold them overnight.