Kathy Wood is a famous investor. He takes a long-term view like Warren Buffett, but instead of investing in tried-and-true value stocks, Wood favors tech stocks that are disruptive innovators. These are tech companies working in areas such as artificial intelligence (AI), robotics, genomics, blockchain, and autonomous vehicles.
Wood is also an active businessman. Her asset management firm, ArkInvest, runs several actively managed exchange-traded funds (ETFs), and Wood never hesitates to increase a position if she sees long-term value.
With that said, let’s examine three stocks that Wood recently bought, and evaluate whether they would be good for an everyday investor’s portfolio.
Wood seems to be a big fan of CoreWeave ( CRWV ), a New Jersey-based cloud computing company that offers GPU-accelerated cloud infrastructure. CoreWeave sees high demand for its services as companies seek computing power to design, train and operate AI software and products.
The Wood family of Ark ETFs bought CRWV stock nine times in February, adding $49.43 million worth of shares to Ark Invest’s holdings.
CRWV stock is up 88% since it began trading in late March 2025, handily beating the S&P 500 ($SPX)’s nearly 20% gain over the same period — but shareholders have likely seen the stock retreat in recent months. Late last spring, CoreWeave stock was up more than 300%, but it has given back much of those gains as investors become increasingly skeptical of AI stocks. However, the stock’s decline also gave Wood a way to accumulate shares in a stock he now sees as undervalued.
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CRWV stock trades at a price-to-sales (P/S) ratio of 6.1 times, which is significantly better than last summer’s high ratio. However, CoreWeave is coming off a difficult fourth quarter in which it reported strong revenue growth of 110% year-over-year (YOY) but still missed earnings expectations by posting a loss of $0.89 per share, versus analysts’ expectations for a loss of $0.61 per share.
Based on 32 analysts with coverage, the consensus rating for CoreWeave stock is “Average Buy” with an average price target of $118.03, representing a potential upside of 63% from current levels.
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Advanced Micro Devices ( AMD ) is playing second fiddle to Nvidia ( NVDA ) these days. Based in Santa Clara, California, AMD needs advanced semiconductors to run data centers, but Nvidia’s advanced GPUs have a large share of the market.
However, there is a lot of money to be made in selling AI infrastructure. Big tech companies like Amazon ( AMZN ), Alphabet ( GOOGL ), Meta Platforms ( META ), and Microsoft ( MSFT ) have announced plans to spend $650 billion this year alone, and that’s why Wood is grabbing AMD stock shares. ARK Invest made 10 stock purchases during the month of February, increasing its position by about $44.14 million. AMD is now the fourth largest weighting in Ark Invest’s combined portfolio.
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AMD stock has been a consistent winner over the past 12 months, gaining 97% over that period. The forward price-to-earnings (P/E) ratio of 35.4 times is also a discount to the stock’s P/E of around 38 times last summer.
Analysts have a “moderate buy” rating consensus on AMD stock. The average price target of $287.68 represents a potential upside of 46%.
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Based in San Jose, California, Broadcom ( AVGO ) makes semiconductors used in data centers, broadband, and telecommunications equipment. The company manufactures custom-built application-specific integrated circuits (ASICs) designed to handle specific workloads. This can be attractive to many companies that need semiconductors – if you have a high-level computing task to achieve, broadband chips may be cheaper to buy than a GPU that is more powerful but also includes a lot of unnecessary bells and whistles.
Broadcom has a market capitalization of $1.56 trillion, and AVGO stock is up 77% in the past year. Ark Invest bought $41.7 million worth of AVGO shares in February, broken into five separate deals.
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Revenue in the first quarter of fiscal 2026 was $19.3 billion, up 29% YOY. Net income rose 34% YoY to $7.35 billion. Finally, adjusted EPS of $2.05 grew 28% YOY and beat analysts’ expectations of $2.03 per share.
The future looks bright for Broadcom. CEO Hock Tan told analysts that the company is seeing growing demand for its chips from major customers, and the company is projecting more than $100 billion in revenue next year for its semiconductors.
Analysts have a “Strong Buy” rating on AVGO stock. The average price target of $459.95 represents a potential upside of 35% from current levels.
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At the time of publication, Patrick Sanders held a position in: NVDA. All information and data in this article are for informational purposes only. This article was originally published on Barchart.com
