Cathie Wood’s ARK Invest is making a notable shift that’s catching the attention of the entire market. The firm has recently trimmed positions in some of the biggest names driving the AI boom, including Nvidia, AMD, Meta, and Alphabet. These are the same companies that have led the charge over the past year, fueled by massive demand for artificial intelligence infrastructure and software. So why sell now? Moves like this often signal a strategic rebalance rather than a loss of long-term conviction. ARK is known for actively managing its positions, especially after strong rallies. Locking in profits while reallocating capital into higher-upside opportunities is part of their core strategy. But for retail investors, it raises a bigger question: are AI stocks getting ahead of themselves in the short term? The AI trade has been one of the most crowded themes in the market. When everyone is positioned the same way, even strong companies can see pullbacks as funds rotate or take gains. That ...