The AMD TradeNotably, Ark had sold 13,148 shares of AMD on Friday. Wood has been offloading millions worth of AMD stock in May.The Bullish TradeBullish stock fell recently despite strong first-quarter results, as analysts flagged weaker second-quarter trading volumes and uncertainty around the timing of tokenization adoption and regulatory approvals tied to its Equiniti acquisition.The Nvidia TradeThe timing matters because Nvidia has remained under heavy investor scrutiny ahead of its earnings and valuation debate. Benzinga recently noted the "burden of perfection" around the stock, which reflects how much optimism is already built into the name.The Tesla TradeTesla has also been in the spotlight because of its Optimus robotics ambitions. A recent Benzinga piece argued that Elon Musk's long-term Optimus upside could give Tesla investors a major artificial-intelligence-related bonus beyond the car business.The Amazon TradeArk bought Amazon.com Inc. (NASDAQ:AMZN) in ARKX, adding 6,959 shares. The trade was valued at $1.8 million as the stock of the Jeff Bezos-founded company closed at $264.86.The TSMC TradeTaiwan Semiconductor Manufacturing Company remained in focus after its Japan unit returned to profitability and its Arizona operations posted sharply higher earnings, as surging AI-driven chip demand fueled global expansion plans and advanced packaging investments.The Archer TradeArk added Archer Aviation Inc. (NYSE:ACHR) stock to ARKX, buying 281,199 shares. The trade was valued at $1.7 million, as Archer ended Monday at $5.92.Shares of Archer Aviation fell last week despite better-than-expected first-quarter results, as investors focused on continued heavy cash burn and broader risk-off sentiment across speculative growth stocks.The Joby TradeArk also bought Joby Aviation Inc. (NYSE:JOBY) stock in ARKX, adding 118,699 shares. The transaction was estimated to be worth $1.2 million, based on the stock’s closing price of $10.35.Shares of Joby Aviation declined Friday as broader weakness in high-growth stocks outweighed optimism around the company's 2026 commercial launch timeline and better-than-expected first-quarter results.Other Key Trades