Okay, picture this: Cathie Wood, the woman who makes stock picking look like a slightly deranged art form, is back in the game. Not quite 2020 superhero mode-no ETFs doubling overnight-but she’s flirting with brilliance in 2025. And by flirting, I mean she’s buying stuff while the rest of us clutch our portfolios like a security blanket.
What’s on her shopping list? Spoiler: you don’t have to stalk her LinkedIn. Ark Invest posts every move faster than a TikTok trend. This week, Wood threw some money at Alibaba (BABA), Intellia Therapeutics (NTLA), and Baidu (BIDU). High-risk biotech plus a couple of Chinese tech titans. Cozy combo, right? Let’s break down why she might be right-or spectacularly wrong.
1. Alibaba
Chinese stocks in 2025? Everyone’s whispering about doom and gloom. But Alibaba is having none of it-up 112% this year. Honestly, it’s like watching the ugly duckling suddenly discover it’s a swan. Sure, revenue growth is sluggish, creeping in the single digits, but investors are swooning anyway.
Alibaba’s domestic e-commerce business might be less than half its total revenue, yet it somehow covers the messy 55% loss-making bits. Essentially, Tmall and Taobao are the dependable boyfriends footing the rent while Alibaba experiments with cloud AI and streaming. It’s the financial equivalent of an indulgent brunch where someone else is paying.
Wall Street is warming up, too. Analysts bumped price targets to $230 and $245, which is about as optimistic as your friend insisting she’s “just resting her eyes” at 3 a.m. The stock seems to be following the hype, propelled by AI cloud chatter. And if you squint, maybe the trade war tariffs are secretly a net positive for Alibaba. Strange times, darling.
2. Intellia Therapeutics
Here’s a company that makes you consider your own DNA choices. Intellia, obsessed with CRISPR, is tackling genetic disorders like a plot twist in a really grim British drama. Shares have nearly tripled since April, proving that hope and hype can coexist in a precarious balance.
Their enterprise value is deceptively modest at $1.3 billion, leaving room for upside if clinical trials succeed. Mitchell Kapoor is waving a $30 price target like a flag at a very nerdy parade. That’s almost double where the stock is now-an activist investor’s dream or a heart attack in slow motion, depending on your constitution.
3. Baidu
Finally, Baidu, China’s search engine darling, creeping up 57% this year. Slow and steady? Hardly. Most of the gain came in five frantic weeks. The trade war may even play in its favor-China’s push for homegrown AI chips means Baidu might be the unexpected hero.
Even post-rally, Baidu trades at a bargain 12 times trailing earnings. And while the company dabbles in AI like an eager student trying to impress a professor, the old-school search and ad business still pays the bills. Not cheap, not reckless-just precariously tempting.
So, if you’re thinking of following Wood’s lead, remember: investing is messy, thrilling, occasionally catastrophic, and occasionally genius. Just like life. 💸
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2025-10-01 18:13