This Is The Only Stock Cathie Wood Bought on Monday
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Wood is partying like it's 2000, but only one stock was bought across the Ark Invest ETFs on the final trading day of June.
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July 1, 2025
10:15 AM
The Motley Fool
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Wood is partying it's 2000, but only one stock was bought across the Ark Invest ETFs on the final trading day of June
Cathie Wood has been particularly busy on the trading floor as the market has rallied
She's adding to some of her positions and pruning others
However, there was only one stock she was buying on the final trading day in June
The CEO, co-founder, and chief investment officer at Ark Invest added more s of Advanced Micro Devices (AMD -3. 77%) to three of her exchange-traded funds (ETFs)
That was the only name on her buy list on Monday
Wood has hit a few rough patches since the blowout 2020 performance that put her family of aggressive growth ETFs on the map
She's in a good groove right now
Ark Innovation ETF (ARKK -1. 98%) -- her largest fund and one of the recipients of fresh AMD s -- closed out the first half of the year with a 24% gain
That's more than quadruple the S&P 500's (^GSPC -0. 07%) comparable 6% return through the first six months of 2025
Ark Invest was more active than usual as stock prices rallied through June
Wood pared back to trading in three stocks on Monday, and two of them were partial sells
Let's take a closer look at the lone buy, AMD
Putting her chips on the table Ark Invest has been building up its stake in AMD in recent weeks
Wood is buying the maker of microcessors and graphics cessing units (GPUs) on the way up
S are lower than they were a year ago, but they've moved 17% higher in 2025, nearly tripling the market's return
AMD has been particularly buoyant lately, soaring 86% since bottoming out in early April
If AMD has nearly doubled in the past three months, only to climb just 17% over the past six months, you can imagine the big hole it has had to claw its way out of this year
AMD was a latecomer to the artificial intelligence (AI) revolution
Its revenue declined 4% in 2023
AI chip leader Nvidia (NVDA -2. 92%) saw its more than double in its comparable fiscal year
AMD has been gaining momentum on the data center outfitter bandwagon
Since the fiscal second quarter of 2023, when revenue clocked in with an 18% year-over-year slide, AMD's top-line growth has accelerated in all but one of seven subsequent quarters
The turnaround has culminated in a 36% jump in its quarter
It even hosted a well-received AI event last month, collecting several bullish analyst notes in the cess
The country's most valuable company by market cap saw its revenue skyrocket 69% for its fiscal quarter
However, there is obviously going to be more than just one winner as global demand for generative AI translates into a surge in demand
Image source: Getty Images
Taking the short way back AMD stock plummeted through the first three months of this year for the same reasons Nvidia ved mortal
The initial downticks came when China's DeepSeek announced that it could der decent generative AI using older and cheaper secondhand Nvidia chips
That revelation sent shivers down the spines of every public AI player
The next big hit for AMD and its chip-churning peers was the rising trade war with China
Investors were understandably skittish when tariffs were announced
The fears have cautiously subsided for the most part, but AI chip specialists are still dealing with export restrictions into China
Nvidia already took a $4. 5 billion inventory charge in its previous quarter, and it's modeling $8 billion in sales it will have to forgo in the current quarter
Smaller AMD is bracing investors for a $700 million hit
These are big numbers, but the stocks have rallied since early April as demand for high- GPUs is ving potent
The spects are bright, even with the perhaps temporarily suppressed sales into the world's second most populous nation
AMD's strongest quarter in nearly three years was fueled by a 57% jump in its data center to pel overall revenue growth of 36%
Operating income and adjusted earnings increased 57% and 55%, respectively
AMD's bottom-line surge is making the stock seem reasonably priced despite the 86% burst since April 8
AMD is trading for 37 times this year's jected earnings, dropping to a multiple just shy of 25 if we look out to next year
This isn't a traditionally cheap valuation, but it's not outlandish, with analysts forecasting a 48% earnings imvement for AMD next year
Wood has a lot of aggressive growth stocks in her ETF portfolios
It's worth noting when she buys only one stock
Rick Munarriz has no position in any of the stocks mentioned
The Motley Fool has positions in and recommends Advanced Micro Devices
The Motley Fool has a disclosure policy.
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