Group 1 - Cathie Wood's ARK Invest has reduced its holdings in Tesla while increasing investments in smaller, speculative stocks like Oklo, indicating a strategic shift in focus [1][5] - Oklo's stock has recently pulled back by 38% over the past three months but remains up 293% year-to-date, making it an attractive investment opportunity for ARK [2][3] - Bank of America predicts that nuclear energy could become a $10 trillion market, with global reactor capacity needing to triple by 2050, highlighting the long-term potential of companies like Oklo [3] Group 2 - The demand for continuous power is rising due to the scaling of AI computing, positioning next-generation nuclear energy as a viable solution to supplement intermittent renewable sources [4] - ARK Invest's recent trades include significant purchases of Oklo shares worth approximately $8.9 million, alongside other investments in companies like Archer Aviation and CRISPR Therapeutics [7] - The sales of Tesla and other stocks, such as Rocket Lab and Shopify, reflect a strategy of profit-taking after substantial gains, while reallocating capital towards emerging technologies [7]