Which of Cathie Wood's stocks is she holding at a loss, that are worth me buying at the bottom?

**Cathie Wood's Portfolio Analysis** 1. **Tesla (TSLA)**: Wood has expressed confidence in Tesla's **Robotaxi** technology, believing it could be a trillion-dollar opportunity. Despite Tesla's stock decline by over 15% year-to-date in 2025, Wood has increased her holdings, suggesting a long-term vision that the current dip is an opportunity to buy at the bottom. 2. **Crinat Therapeutics (CRSP)**: Wood sold a significant portion of her stake in Crinat Therapeutics for $16.4 million in July 2025, indicating a bearish stance on the company. The genomics sector remains optimistic, but this sale suggests caution for investors. 3. **Kratos Defense (KTOS)**: Along with Crinat Therapeutics, Wood reduced her holdings in Kratos Defense, which has been impacted by geopolitical uncertainties and defense spending fluctuations. This could be a sign to avoid this stock. 4. **CoreWeave (CRWV)**: Wood bought $12 million worth of CoreWeave stock in August 2025, showing confidence in the cloud infrastructure company despite its recent stock decline. This could be a good buy if you believe in the company's long-term potential. **Investment Strategy Insights** 1. **Selective Optimism**: Wood's portfolio adjustments reflect a nuanced view, with optimism in sectors like genomics and AI, as evidenced by her acquisitions and increased stakes in companies like Absci and Iridium. 2. **Risk Management**: Her sales of stocks like Crinat Therapeutics and Kratos Defense indicate a proactive risk management strategy, suggesting that she identifies potential risks or uncertainties that could impact the companies' future performance. **Conclusion** For investors looking to buy at the bottom, **Tesla (TSLA)** and **CoreWeave (CRWV)** might be worth considering, especially if you align with Wood's long-term growth thesis. However, **Crinat Therapeutics (CRSP)** and **Kratos Defense (KTOS)** may warrant caution due to Wood's recent divestments and the associated risks. Always remember to conduct your own due diligence and consider your investment goals and risk tolerance before making any investment decisions.