So, Cathie Wood. Still out there, still buying the dip. It’s like watching someone play high-stakes poker with Monopoly money. Look, 2025 was… a moment. A very good moment. But 2026? That’s a whole new season of “Can She Do It Again?” She’s been busier than a one-legged cat in a sand box lately, snapping up shares like she’s afraid the market will run out of them. Honestly, it’s either genius or a really expensive hobby. Let’s break down the latest additions to the Ark Invest shopping list, shall we?
Wood went on a little spree Thursday, adding to positions in Joby Aviation (JOBY 16.68%), Kodiak AI (KDK 1.37%), and CRISPR Therapeutics (CRSP 0.63%). These aren’t your grandma’s blue-chip stocks, folks. These are…ambitious. Let’s just say that.
1. Joby Aviation
Joby Aviation had a day. A rough day. Down 17% after announcing a $1.2 billion stock and convertible note offering. It’s like they’re trying to fund a space program with a bake sale. They’re not profitable, and won’t be for at least five years, so naturally, they need a lot of cash. It’s a classic start-up move: “We’re bleeding money, please send more!”
Despite the Thursday tumble, Joby’s still up 33% over the past year. And a whopping 157% over three years. Which, in the world of eVTOL (electric vertical takeoff and landing) aircraft, is practically a geological era. It’s poetic, really. A company aiming for the sky gets a reality check. The market wiped out $2 billion in market cap in a single day because they dared to raise $1.2 billion. The math isn’t mathing, as the kids say.
Look, you can’t blame Wood for buying the dip. Investors hate dilution. But this is a company that was worth $19 billion last year. Now? It’s still a $10 billion company, but it feels…different. Joby has a lot to prove, and trading at 500 times trailing revenue is…a choice. They’re projecting over $1 billion in revenue in three years. That’s optimistic. They’ve signed deals for their air taxi service, and the money they’re raising will help build a fleet in Ohio. It’s a plan. A very ambitious plan.
2. Kodiak AI
Don’t let the “AI” fool you. Kodiak AI uses artificial intelligence to help a small fleet of driver-owned commercial trucks drive themselves. It’s like giving a Roomba a steering wheel. The company came public via a SPAC deal valued at $2.5 billion. Now it’s worth $1.6 billion. Progress!
They have a promising platform for commercial trucking and the public sector. Unfortunately, despite logging over 3 million miles on their AI platform, they only have 10 commercial vehicles. Ten! It’s the intersection of self-driving cars and AI. It should be trendy. But the shares are still languishing in the single digits. It’s like a perfectly good party no one showed up to.
3. CRISPR Therapeutics
Gene editing is Wood’s jam. She’s got positions in a few players, including CRISPR. They’re tackling oncology, autoimmune diseases, diabetes, and cardiovascular solutions. Basically, everything. Investor enthusiasm has waned since the peak a few years ago. CRISPR has been beating the market, but it’s still down 76% from its all-time high five years ago. Analysts lowered their price targets slightly in January. Slightly. That’s encouraging.
CRISPR offered an encouraging outlook earlier this month, spelling out its 2026 milestones. Their Casgevy treatment, a one-time gene therapy for sickle cell disease and beta thalassemia, cleared $100 million in revenue last year. They’re hoping to expand its usage to younger patients. With a pipeline of therapies gaining traction, CRISPR is trying to woo back investors who bid its shares much higher in 2021. It’s a long shot, but hey, at least they’re aiming for something bigger than a slightly more efficient toaster.
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2026-01-30 15:53