Cathie Wood’s Latest Power Moves: 3 High-Conviction Stocks She Just Loaded Up On

Cathie Wood's ARK Invest is doubling down—again. The queen of disruption just added fresh positions in three tech-heavy names, signaling where she sees explosive growth ahead. Here's what Wall Street's most controversial stock-picker is betting on now.

1. The AI Play Wall Street Slept On

While mega-caps hog headlines, Wood's buying an under-the-radar AI enabler trading at pre-hype valuations. No ChatGPT buzz—just hard infrastructure.

2. The Genomics Moonshot

Her classic move: A gene-editing pioneer that burned shorts in 2023. Now trading 60% below ATH, Wood's clearly banking on regulatory catalysts in 2025.

3. The Crypto-Adjacent Dark Horse

Surprise pivot: A fintech leveraging blockchain rails (without the SEC target). Because nothing says 'disruption' like bypassing traditional payment processors.

*Wood's track record remains divisive—but love her or hate her, she never hedges. Meanwhile, traditional fund managers are still trying to value these companies with 20th-century DCF models.*

1. Nvidia

Nvidia is hitting fresh highs. The world's most valuable company by market cap has now more than doubled since bottoming out in early April. The lead horse in the artificial intelligence (AI) revolution has earned its upticks, and it's easy to kick yourself for missing the near-term bottom a little more than three months ago. Resist the urge to take it out on yourself.

Nvidia was in bad shape heading into April's rally. Between a Chinese start-up bragging about delivering generative AI without springing for Nvidia's priciest chips and export restrictions into China costing it billions in suspended sales, it was easy to wonder if one of the market's best performers over the past five years was done as a bellwether.

Image source: Getty Images.

Is it ever too late to buy a dynamic growth stock? Buying Nvidia right now for 55 times trailing earnings doesn't seem cheap, especially for the handful of people who nailed the bottom on April 7. Now look at it through the windshield instead of the rearview mirror. Nvidia is trading for just 30 times next year's projected profit of $5.84 a share, a target that keeps rising. Nvidia has consistently exceeded bottom-line expectations. You don't want to bet against the market's lone $4 trillion company.

Nvidia won't report its fiscal second-quarter numbers for another four weeks. It should be another strong performance, even with the impact of restrictions for its H20 chips into China during the period. Analysts see revenue soaring 52% to $46.7 billion with earnings per share rising 47%. If this is Nvidia when there are headwinds to deal with, what will happen when it's business as usual?

2. DoorDash

As hot as Nvidia has been lately, DoorDash brings a strong one-year chart to the table. The leading third-party app for restaurant delivery has seen its shares soar 135% over the past 12 months, more than double Nvidia's haul in that time. It's a different story if you stretch out the timeline. DoorDash is up just 35% in the last five years. Nvidia is a 17-bagger.

Revenue growth is decelerating for the fifth consecutive year at DoorDash, but it's holding up a lot better than other pandemic-boosted businesses that saw their business prospects dry up when things returned to normal. The app operator's revenue ROSE 21% to $3 billion in the first quarter, fueled by an 18% jump in orders.

Bears WOULD knock DoorDash when it was growing much faster for its lack of profitability, but that's no longer the case. DoorDash turned profitable last year, cranking out positive reported earnings in its last three quarters. DoorDash is now enjoying the merits of its model's scalability. The bottom line should outpace the top line for the next couple of years at this point.

3. Intuitive Surgical

Not every stock on Wood's shopping list on Monday is crushing the market. Intuitive Surgical is actually trading lower in 2025. It still has a good story to tell. Intuitive Surgical is a leader in robotic surgical arms that can help improve precision and recovery times in the procedures it has regulatory clearance to lend a hand in.

Unlike DoorDash, revenue is accelerating for the third year in a row. Its trailing earnings is also a new record. The stock isn't cheap despite its year-to-date pullback. Intuitive Surgical is fetching a forward earnings multiple north of $50. It revolutionized the way many surgical procedures get done aided by its da Vinci platform, but now it faces competitive threats to its lucrative model. The business is still in better shape than its recent stock activity.