Cathie Wood — Bought 40,281 TSLA Shares Tuesday · $12.4M · 2nd Straight Day
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Per Ming: ARK bought 40,281 TSLA shares (~$12.4M) in Tuesday session · after Monday $8.8M (18,730 shares) · total $70M+ since last week -14% drop.
Buy Details
Today from Ming:
- **Date**: Tuesday (7/28)
- **Shares bought**: 40,281
- **Buy size**: ~$12.4M
- **Pattern**: 2 straight days (Monday $8.8M · Tuesday $12.4M)
Wood's Sustained TSLA Buy Flow
Recent Wood TSLA buying:
- **7/24 (Thu) -14% drop**: 160,001 shares · ~$51M (4 ETFs)
- **7/27 (Mon)**: 18,730 shares · ~$8.8M (ARKK)
- **7/28 (Tue)**: 40,281 shares · ~$12.4M
**Total**: ~$72M in 5 trading days
Tuesday buy expanded vs Monday (+41%) = Wood's bull view is strengthening.
Price Flow
- **7/23 print**: Record rev $28.4B · EPS miss
- **7/24 -14%**: Multi-IB downgrade wave
- **7/27 (Mon)**: $309.22 close
- **7/28 (Tue)**: Failed to rebound continues
- **7/29 (Wed)**: yesterday $313.03 etc.
Wood keeps buying · price fails to rebound · extreme divergence.
Why Wood Is So Confident
Recent TSLA real progress:
1. **FSD 315M miles/day** (7/25)
2. **Cybercab Houston 133 + SA deploy** (7/28)
3. **Optimus 800+ ft expansion** (7/28)
4. **EU FSD 5.2× safer** (7/29)
5. **FSD licensing $6.5B · $781M ARR** (7/29)
6. **Canada Model Y +98% YoY** (7/29)
7. **AZ 509 MW + TX 140 MW solar** (7/29)
8. **AU Novon 12th Megapack** (today)
Substantive progress keeps flowing · Wood buys on this basis.
Counter-view
(1) Wood's buy size ($72M) is large but tiny vs TSLA market cap, (2) Without alignment from other big institutions (BlackRock/Vanguard), price direction hard to reverse, (3) Whether continued dip-buying results in low average cost basis needs verification.
Watch Next
(1) Wed/Thu/Fri Wood additional buys, (2) TSLA rebound timing · catalyst, (3) other institution flow, (4) Q3 earnings (Oct expected).
Sources & further reading
See the body and ticker IR links for sources on this note.
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.