I recently checked Cathie Wood's Holdings again and found that her positions are still so aggressive.

Speaking of Cathie Wood, people in the industry call her "Wood Sister", the head of ARK Invest. In 2020, the ARKK fund she managed soared to a return of 152.39%, and at that time, the market directly hailed her as the "female version of Buffett". However, in the past two years, the market has changed direction, and pessimistic voices have increased.

Her latest holdings allocation still heavily invests in the technology and innovation sectors. Although many believe the AI sector is facing severe bubbles, Cathie Wood's logic is very clear — it's not about short-term fluctuations, but the long-term demand gap brought about by technological revolutions.

She believes that the so-called "AI bubble" is actually a misjudgment by the market regarding new technologies. In the early stages of a true technological revolution, there is inevitably a mismatch between demand and supply, and this gap precisely proves the authenticity of the transformation. Just like after the early internet bubble burst, giants like Amazon and Google ultimately emerged.

From her holdings, she is still betting on disruptive fields such as artificial intelligence, gene technology, and blockchain. This style is bound to be controversial, but it must be said that her foresight regarding technological trends is indeed impressive. The market constantly swings between panic and greed, and Cathie Wood chooses to stand on the side of the technological revolution.