Leadership skewed toward higher-beta themes: software and innovation ETFs strengthened, with $IGV up 1.2%, $ARKK up 3.3%, and semis extending their recent surge as $SMH rose 0.5% after much stronger 3- to 22-day gains.

Market Observation for Oct 5:
Higher-beta themes stayed in favor, including $ARKG (+5.1%), $ARKK (+3.3%), $TQQQ (+2.6%), and crypto proxies like $GBTC (+1.7%).

Cathie Wood is back with a vengeance.
#ARKK

🚨 Cathie Wood's ARK just rotated again (9/10): Buying $NTLA (Intellia Therapeutics) across #ARKK + #ARKG 🧬, scooping $SOLQ.U (3iQ Solana Staking ETF) into #ARKW + #ARKF ⚡, while dumping $SLMT (Brera Holdings) across three funds 📉. Gene-editing conviction meets crypto yield rotation. @CathieDWood