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📊 What our analysts are watching ARK just made its biggest Alphabet buy of the quarter, 174,293 shares worth $56.4M. But the rotation was broader: • Added: Meta, CoreWeave, Circle, Block, ARKB • Exited: $22M AMD, $58M Palantir, $34M GitLab, $12M Exact Sciences • Quiet pickup: 15,197 Coinbase shares A full tech + crypto repositioning in one day.

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