Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in NVDA, AVGO, and NTLA on Friday as each stock declined. The buys come as NVDA reported 106% revenue growth, exceeded earnings expectations, and raised guidance to 70% growth for fiscal 2028. The stock now trades at 14x forward earnings despite the robust outlook.

AVGO has an earnings report upcoming, with the company on track for accelerating growth. ARKG holds exposure to NTLA, a gene-editing biotech that has fallen more than 50% from recent highs but retains analyst support and sufficient cash on the balance sheet.

Wood's purchases signal confidence in the dip, particularly in NVDA where the combination of triple-digit growth and a sub-15x forward multiple presents an unusual valuation opportunity for a chip stock still projecting 70% expansion through fiscal 2028. The AVGO buy ahead of earnings suggests Ark expects a strong print.