
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
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The growth investor did a lot of shopping on Monday.
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July 22, 2025
11:07 AM
The Motley Fool
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The re indicates that Market analysis shows growth investor did a lot of shopping on Monday
Cathie Wood is on a roll this year
Nevertheless, The CEO, co-founder, and primary investor at Ark Invest isn't going to play it safe to lock in her market-thumping gains in 2025
She's off to a busy start this week, already adding to some of her existing holdings
Ark bought more s of Advanced Micro Devices (AMD -1. 31%), Ibotta (IBTA 4. 05%), and Nu Holdings (NU -0. 50%) on Monday
On the other hand, Let's take a closer look at Wood's transactions
Advanced Micro Devices It took time, but the market is now fully on board with AMD as a play on the booming artificial intelligence (AI) revolution
On the other hand, The same maker of microcessors and graphics cessing units (GPUs) that saw its s slide nearly 20% in 2024 has now more than doubled since bottoming out three months ago (something worth watching)
Despite the recent surge, Wall Street s are still warming up to AMD's growth potential
Stacy Rosgan at Bernstein Re boosted his price target on the s from $95 to $140 on Monday (noteworthy indeed)
This's actually less than where the stock is right now
Moreover, He's sticking to his earlier market perform rating
Furthermore, However, he is boosting his near-term jections on the ascending company
Momentum and the resumption of the sale of AI chips to China in the second half of this year are raising the floor for AMD
Image source: Getty Images
Moreover, Revenue gains have dramatically accelerated for four consecutive quarters
However, In contrast, Growing demand for data centers to crank out the resource-intensive generative AI has fueled the top-line pop at AMD (which is quite significant), given the current landscape
At the same time, AMD has been in the right place at the right time before in the PC and gaming revolutions, in light of current trends
This time the ceiling could be even higher
Here is how the last five quarterly have played out for AMD in terms of revenue growth (an important development), given current economic conditions
Q1 2024: 2% Q2 2024: 9% Q3 2024: 18% Q4 2024: 24% Q1 2025: 36% Its data center segment saw its revenue post a 57% year-over-year increase in the first quarter of this year
It now accounts for half of its
This was just 42% of AMD's revenue mix a year earlier
It also helps that AMD's gaming has bounced back after a rough 2024, but don't lose sight of the momentum with data centers hungry for its hardware
The greater the of its top line coming from this segment, the stronger the overall results will be if it can continue cranking out healthy growth with its chips (this bears monitoring)
On the other hand, The irony here is that analyst fit targets have been moving lower in the last three months, even as the s have rallied
This demonstrates that obstacle is the impact of export trade restrictions into China, but optimism is turning as trade war negotiations continue
AMD may seem cheap at 27 times next year's jected earnings, but with fit outlooks ly to brighten as the next few quarters play out the future could be as bright as the stock chart has been over the last couple of months (noteworthy indeed)
Moreover, AMD reports second-quarter results in two weeks
It's going to be on the move, and Wood buying now suggests that she believes the s will be higher after the report
Ibotta Let's turn from accelerating growth to a company going in the other direction
Ibotta seemed to go public at a great time last year
The company behind a digital marketing platform that rewards users with cash-back rewards for making in-store or online purchases through ad-sponsored deals saw its revenue soar 52% in 2023
Last year's springtime initial public offering (IPO) was priced at $88, popping to an open of $117 for its market debut
Ibotta stock closed at $38, considering recent developments
On the other hand, 75 on Monday, less than half of its IPO price and less than a third of its peak last April
Moreover, The stock price has fallen alongside Ibotta's growth (noteworthy indeed)
Moreover, Last year's revenue increase decelerated to 15%, and recent results have been even worse
Ibotta's top line declined 1% in the fourth quarter of last year, rising less than 3% in the first quarter of this year
Guidance for the second quarter that it will announce next month wasn't any better
In May, Ibotta was eyeing just 2% in revenue growth on another double-digit decline in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA)
Ibotta's transition from its original direct-to-consumer to reach a larger audience with a less lucrative third-party apach is going through growing pains (this bears monitoring)
These aches might not last
On the other hand, Sitting through back-to-back quarters of Ibotta falling short of market expectations isn't pretty, and the next financial should also be a dud
However, analysts see a return to double-digit revenue and earnings growth in 2026
Meanwhile, Sometimes you have to shop now for the future
Nu Holdings Growth is also slowing at Latin American fin stock Nu Holdings, and the s are down slightly over the past year
Nevertheless, At the same time, It doesn't mean the company behind Brazil's digital Nubank isn't growing
Revenue rose 19% in its quarter, fueled by a similar 19% jump in accounts
Nubank was serving 118. 6 million customers at the end of March, including 59% of its country's adult population
It's a stunning achievement for a platform that launched just 11 years ago
Market analysis shows branchless bank also has operations in Mexico and Brazil
The evidence shows model works
Monthly average revenue per active customer is clocking in at $11. 20, but it only costs Nu $0. 70 a month to service an account
Additionally, The is naturally fitable, and the bottom line is growing faster than the top line
Adjusted net income rose 27% in its quarter
Nu stock is trading for less than 17 times next year's estimated earnings
The evidence shows is a premium to slower growing traditional banking outfits, but a discount given its strong growth rate
The data indicates that Author Rick Munarriz is a contributing Motley Fool Consumer Goods and Analyst covering entertainment, retail, restaurants, and emerging nologies (this bears monitoring)
Additionally, He is also a contributing Stock Analyst for The Motley Fool’s Rule Breakers premium service
Additionally, Rick has been a contributor with The Motley Fool for 30 years
Additionally, On the other hand, Prior to that, he was VP of Sales for Pan American Frozen Foods, Miami editor for AOL's City, and a contributor to Hispanic magazine (noteworthy indeed)
On the other hand, He holds a B
In Management & Organization and an M
From The University of Miami
Fun fact: Rick started a band while in college -- Paris By Air -- that was signed to Columbia Records and charted a couple of times on the Billboard Play chart
TMFBreakerRick X @market Rick Munarriz has positions in Nu Holdings (an important development)
The Motley Fool has positions in and recommends Advanced Micro Devices and Ibotta
Nevertheless, The Motley Fool recommends Nu Holdings, given the current landscape
The Motley Fool has a disclosure policy, considering recent developments.
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