The markets, like the human heart, are ever in motion, swayed by hope and shadowed by doubt. Catharine Wood, a figure now well-known for her restless pursuit of growth, moves among these currents with a singular conviction. It is not merely a selection of stocks that defines her actions, but a vision – or perhaps, a gamble – on the shape of things to come. The recent additions to her Ark Invest portfolios – Advanced Micro Devices, BYD, and WeRide – are not simply entries on a ledger, but pronouncements on a future she believes is within reach, even as others remain skeptical. The trading week, shortened by the observance of a holiday, found her not resting, but actively seeking, as if the very stillness of the market offended her restless spirit.
Advanced Micro Devices: A Latecomer’s Ascent
Advanced Micro Devices, a name once whispered only among those versed in the intricacies of silicon and circuitry, now finds itself thrust into the glaring light of the artificial intelligence boom. It arrived late to the feast, a fact not lost on those who witnessed the early dominance of its rival, Nvidia. But the pursuit of intelligence, both artificial and human, is rarely a sprint. It is a long march, and AMD, with its growing capabilities in central and graphical processing, has begun to gain ground. The numbers reveal a steady, if not meteoric, rise – a 2% increase in the first quarter of 2024, climbing to 36% by the third quarter of 2025. Yet, even these gains are tempered by the realities of global trade and political maneuvering. The tariffs and restrictions imposed upon the flow of goods to the vast Chinese market, a shadow looming over all technological endeavors, inflicted a substantial blow – an $800 million loss – upon the company’s fortunes.
The market, ever fickle, seems to demand both growth and value, a paradox that few companies can truly satisfy. AMD currently trades at a forward price-to-earnings ratio of 35, a considerable sum, especially when compared to Nvidia’s 23. Nvidia, the established leader, enjoys the benefits of precedence and the trust of investors, while AMD remains the challenger, striving to prove its worth. Yet, even as the champions of AI hold back, cautious in their expansion, there remains an undeniable surge in demand, a hunger for the power that these chips provide.
BYD: The Quiet Giant
The story of BYD is one of quiet ambition and relentless production. In the realm of electric vehicles, it surpassed even the celebrated Tesla in terms of sheer volume sold. Yet, the market, in its peculiar wisdom, has not fully recognized this achievement. BYD’s strength lies not in luxury or prestige, but in affordability and scale. Its trailing sales of $121 billion dwarf Tesla’s $96 billion, yet Tesla’s market capitalization – approaching $1.4 trillion – is almost twelve times greater. This disparity speaks to the capricious nature of investor sentiment, the power of branding, and the enduring allure of a visionary founder.
BYD’s revenue is growing – a 23% increase over the past year – but this has not translated into a corresponding rise in its stock price. The market, it seems, remains unconvinced, perhaps waiting for a more dramatic demonstration of profitability. Catharine Wood, however, sees something different. While Tesla remains her largest holding, she has chosen to increase her position in BYD, a subtle yet significant endorsement of the Chinese automaker’s potential.
WeRide: The Road Ahead
The pursuit of autonomous driving is a grand, almost fantastical undertaking, a quest to relinquish control to machines. WeRide, a Chinese company at the forefront of this endeavor, is making steady progress. It now holds licenses to operate autonomous vehicles in eight countries, and its revenue is expected to more than double over the next three years. Profitability, however, remains elusive, not expected until 2028.
This long timeline would deter many investors, but Catharine Wood is not one to shy away from patience. She sees in WeRide not just a company, but a vision of the future, a world where transportation is safer, more efficient, and less reliant on human fallibility. It is a gamble, to be sure, but one she is willing to make, believing that the rewards will ultimately outweigh the risks. The road ahead is long and uncertain, but WeRide, like all those who dare to dream of a different future, is pressing onward, one mile at a time.
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2026-01-21 18:13