In my opinion, Target will only continue to go downhill, hence the shift to Trade Desk.

Tranche 1 of 3.

35x at 45,60€ $TTD (+2,31%)

Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (+2,31%) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.

Another notable transaction involved Block Inc ( $SQ (+2,7%) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.

ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.

In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (+2,78%) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-0,2%) ), Guardant Health Inc ( $GH (+4,98%) ), Robinhood Markets Inc ($HOOD (-4%) ), Palantir Technologies Inc ($PLTR (-1,3%) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (+0,38%) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.

Other notable buys included Exact Sciences Corp ( $EXAS (+7,43%) ) and Personalis Inc ( $PSNL (+5,71%) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.

Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (+1,38%) ) and 10X Genomics Inc ( $TXG (+7,1%) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.

Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.

$ARKK (+1,65%) and $ARKF (+0,12%) over 70% return since 365 days, I can only shine with +27% with my portfolio.

I will remain invested in $TTD (+2,31%) My current portfolio has a lot of risk, as I have generated some cash.

At the moment I'm considering whether I should possibly $HMWO (+0%) and $EQQQ (-0,43%) or just the $VUSA (-0,06%) into the portfolio.

Temporarily sold $AMD (+4,95%) +35%, $HIMS (+0,33%) +15%, $DOCN (+5,03%) +9%.

I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.

My positions:

$SOFI (+0,29%)

$ZETA (-0,94%)

$TTD (+2,31%)

On the watchlist

$DDOG (-0,42%)

$LNTH (-1,14%)

$LMND (+9,84%)

$TOST (+0,81%)

$DASH (-4,3%)

$BROS

$APLD (-0,79%)

$SCI (+1,2%)

The current earnings wave shows impressively how differently AI and tech stocks are performing: $BBAI (-0,88%) BigBear.ai collapses by almost 30% after disappointing figures and it is by no means a new $PLTR (-1,3%) Palantir. Investors should avoid the stock and focus on profitable growth stocks. $FTNT (+1,04%) Although Fortinet exceeded expectations, its weak outlook in the firewall segment is causing uncertainty. $TTD (+2,31%) Trade Desk and $AI (+9,49%) C3.ai are unable to translate their technical expertise into sustained market confidence, while $DUOL Duolingo increases sales and profits significantly thanks to efficient AI integration. Palantir maintains its role as a defensive AI play with strong roots in the government sector. This divergence shows that execution business model and sustainable profitability are more crucial than mere buzzwords. Will market selection in the AI sector be even tougher in the future?

Source wallstreet ONLINE from August 12, 2025

After the nasty crash of $TTD (+2,31%) I started a test balloon. With a mini position.

Should go up again in the long term.

I am curious.

Head says pliers off

Gut says trial makes perfect.

Carsten

New acquisitions: $FTNT (+1,04%)
$TTD (+2,31%)
$CMG (+1,87%)
$AJG (+1,2%)
$BRK.B (+1,38%)
$ZTS (+1,29%)

Please let me know what you think of my compilation.

Today $O (+0,24%) the depot was allowed to leave completely, and $TTD (+2,31%)

on your marks, get set, go 🤝

Have $TTD (+2,31%) bought more

good that i waited for the amis today

for me top company in combination with KI, 0 debt... jtz only needs a decent CFO kommen☄️

💆🏼‍♂️

The shares of $TTD (+2,31%) Trade Desk fell dramatically in value following the presentation of the quarterly figures and the announcement of a change in management. In after-hours trading on the Nasdaq, the stock plummeted by more than 30 percent to 61.72 US dollars - one of the biggest daily losses since the IPO. The reason for this was not the balance sheet itself, but above all the subdued outlook and the surprising resignation of CFO Laura Schenkein.

Schenkein is leaving the company after more than ten years and will be replaced by Alex Kayyal on August 21. Kayyal was already a member of the Board and previously headed the venture business at Salesforce. Schenkein will remain active as a non-executive director until the end of the year.

Despite the negative market reaction, Trade Desk was able to surprise positively in terms of turnover in the second quarter: Revenues increased by 19 percent year-on-year to USD 694 million, slightly above expectations of USD 686 million. Adjusted EBITDA grew by 12 percent to USD 271 million with a margin of 39 percent - also above estimates of USD 261 million. Net profit climbed to USD 90 million or USD 0.18 per share (previous year: USD 85 million or USD 0.17).

On an adjusted basis, earnings amounted to 41 cents per share, just one cent above the consensus. The customer retention rate remained stable at over 95%.

The outlook for the current quarter was criticized. Although Trade Desk expects sales of at least 717 million US dollars - just above the Bloomberg-consensus of 716.2 million US dollars - but in view of the 56% rise in the share price in the previous three months, investors had obviously hoped for stronger momentum. The forecast adjusted EBITDA of around USD 277 million was also exactly in line with market expectations.

Source: wallstreetonline

Yesterday: $FTNT (+1,04%)

Today: $TTD (+2,31%)

Boy, enough is enough. There's no need for a different share to fall by 30% every day. I'll soon liquidate the portfolio and breed mountain goats and donkeys. Really, you can overdo it with short-selling.