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Kathy Wood just broke her silence and what she said could flip the entire market narrative. While most investors brace for a long downturn, she's calling the end of a hidden recession and the start of a surprise recovery. But it's how she's backing that belief with bold bets that really turns heads.
Economic growth, the stock market um uh are are not in a good place right now because of all the turmoil. And uh I believe that President Trump is getting uh you know the hard work from his point of view done very early on uh because he has a lot to do in terms of tax cuts uh deregulation and uh and hopefully uh influencing from his point of view uh uh interest rates.
So I think what's happening now just from a macro point of view even before tariffs is we are approaching the end of a rolling recession that has been in place since uh early 22 when the Fed jacked rates up 22fold. And one of the reasons we feel more and more confident about that is during tough times, innovation gains more traction.
Uh when consumers and businesses are afraid or concerned, they're willing to change the way they do things. They're looking for better, cheaper, faster, more productive, more efficient, more creative in terms of products and services. and that uh tends to favor our kind of strategy. The markets feel like they're on edge.
Global stocks are staggering under the pressure of tariff flare-ups, stubborn inflation, and rising fears of a drawn out slowdown. The latest sell-off, triggered by escalating trade disputes, and tightening monetary policy has rattled investors once again. Everywhere you look, the headlines scream uncertainty.
But beneath that storm, some see something else. A window of opportunity. And one of the clearest voices in that camp, Kathy Wood. While many are retreating to safety, Kathy Wood, founder and CEO of Arc Invest, is stepping forward. Her message, the worst might actually be behind us. According to Kathy, the US economy has been grinding through a rolling recession since early 2022.
Sector by sector, the pain was sparked by aggressive Fed moves and global disruption. But now, she thinks we're at the turning point, ready to swing into a new phase of unexpected growth. She's not just talking a big game either. She's moving money. Just this week, Kathy bought back a stock she once sold too soon.
A move that had stirred up waves when it happened. That stock has fallen hard during this tariff driven shakeout, and now she's loading up again. But that's not all. She's also added two more high conviction plays, grabbing them at what she believes are bargain prices. The signal is clear. She's betting big on a rebound sparked by a potential tariff settlement.
So, in this video, we're breaking down the three stocks Kathy Wood is buying on the dip. Investments she believes could ride the next bull run to new heights. You might want to keep these on your radar. Let's start with the one that needs no introduction. Nvidia Corporation, ticker NVDA, is more than just a name in tech.
It's the very heart of the AI revolution. And yes, after exiting her position invidia some time ago, Kathy is now re-entering in a big way. Just this past week, Arc Invest scooped up over $33 million worth of NVDA, including a chunk of 11,000 shares on April 22nd alone. Add in the purchases from earlier this month, and it's a serious reversal.
So, why Nvidia, and why now? Kathy sees what others might be too spooked to notice. This is classic contrarian timing. Nvidia took a $5.5 billion hit after new US chip export restrictions to China. The stock dropped. Sentiment soured. But underneath that, Nvidia's core strength hasn't changed. It still dominates the AI GPU market with more than 90% share, powering everything from the most complex AI models to the biggest data centers in the world.
Here's something wild. Nvidia's data center revenue jumped 93% yearover-year in its latest quarter. And with demand for its new Blackwell GPUs just beginning to surge, the company might only be scratching the surface. Even Gartner predicts AI spending will rise over 76% in 2025, a wave Nvidia is perfectly positioned to ride.
Cathy's not chasing hype. She's buying the dip in a long-term juggernaut. Nvidia may be down 34% from its high, but with a forward PE of just 22, it's looking more and more like a discount on dominance. And if her timing is right, this could be one of the smartest rebounds of the year. ow, let's talk about the second stock in Kathy Wood's comeback portfolio, Advanced Micro Devices, ticker AMD.
While Nvidia grabs headlines, AMD has quietly been putting together a breakout of its own, and Cathy's been paying attention. On April 22nd, her ARKQ fund added another $2.1 million in AMD, making this the 10th buy in under 9 months. That's not a fluke. It's a deliberate move backed by performance. AMD's recent wins have come from two directions.
EPC processors for data centers and its Ryzen 9000 desktop CPUs. Built on the Zen 5 architecture, Ryzen 9000 chips are already dominating the high-erformance PC market. In fact, they've taken about 70% market share in the power desktop segment, outs selling Intel's 15th gen lineup, and they recently sold out completely.
But the bigger story is in AI. AMD's data center revenue surged 94% in 2024, and it's expected to jump another 35% in 2025. That growth is being driven by their new MI300, MI325, and upcoming MI350 GPUs designed as lean, powerful alternatives to Nvidia's offerings. Hyperscalers and enterprise clients are starting to notice, making AMD a real contender in AI infrastructure.
Even with export restrictions shaving $800 million off expectations, AMD is still guiding for 25% overall growth in 2025. That's not damage control, that's momentum. Kathy's betting on AMD not just to survive the macro mess, but to lead the next wave. And with shares still trading well under her estimated fair value of $14, this could be one of the most overlooked AI plays in the market right now.
And that brings us to the third stock Kathy Wood just won't stop buying. Coinbase Global Inc. Ticker Coin. If there's one position that screams conviction, it's this one. In just the last two weeks, Arc Invest has poured over 12.5 million dollars into Coinbase, even as the stock dips toward its yearly lows.
So, what does Kathy see that others don't? For her, the crypto reset is nearing the end, and she believes Coinbase is emerging from the chaos stronger than ever. Despite headwinds and softer second quarter projections, Coinbase closed out 2024 with a staggering $2.6 billion in net income, and it's sitting on $9.3 billion in cash.
That's more than a cushion. It's a fortress. Here's a stat worth remembering. Coinbase now brings in over $600 million per quarter just from subscriptions and services, covering the majority of its operating costs. That's a huge shift from its old dependency on trading volume. Meanwhile, Bitcoin may have pulled back from 100,000 to 80,000, but it's still flying compared to last year.
Coinbase is using the lull to build strength and diversify. And the valuation just 23 times forward earnings. With estimates pushing seven plus dollars per share, Kathy isn't chasing a falling knife. She sees a slingshot ready to launch. It's high risk, high reward. But with her track record, this isn't a guess.
It's a calculated play for the rebound. So, while the market panics over tariffs, inflation, and tech volatility, Kathy Wood is planting seeds for the next surge. Nvidia, AMD, Coinbase. These aren't just familiar names. They're strategic bets in a moment of fear. And if she's right, they could be the foundation of the next bull market. .
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