The market had a fever, and Cathie Wood, she was the doctor prescribing hope. Or maybe just more risk. She’s been buying, see, after a year that left most folks counting pennies. She announces these trades, a daily confession, hours after the bell. Quiet day, she had. Just three names. Broadcom, Klarna, Kodiak AI. A little nibbling here, a little there. Let’s peel back the layers, shall we?
Broadcom
They posted numbers last month that didn’t stink. That’s a good start. The real juice? AI. That’s what’s been pumping life into their revenue. Twenty-eight percent overall, but seventy-four percent in AI semiconductors. That’s the kind of growth that gets a man’s attention.
They had a good year, but not a miraculous one. Still, analysts are betting on a fifty-one percent jump next year. Broadcom sits at the intersection of pretty much all the world’s internet traffic. That’s a solid position to be in. A little expensive, sure. Trading at seventy-one times earnings. But the profit picture is shifting. Next year’s earnings estimates are up. They’re turning a reasonable price into something almost… tempting.
Klarna
A broken IPO. Now that’s a story. Klarna, in the buy-now-pay-later racket. Hot sector, crowded field. Went public at forty. Now you can pick it up for around thirty. Four months. That’s a quick tumble. A man could almost wish there was a platform for buying broken IPOs. A PNBL, if you will – Pay Now, Buy Later.
Revenue’s up twenty-eight percent, still impressive. Growing faster in the U.S. and Europe. Thirty-two point seven billion in gross merchandise volume. Not small potatoes. If it keeps clipping along like this, it won’t stay broken for long. The question is when, not if.
Kodiak AI
Self-driving cars. Everyone’s got a piece of that pie. Kodiak AI? Probably slipped under your radar. A measly one point six billion market cap. They’re not building robotaxis for the suburbs. They’re aiming higher. Commercial trucking. Public sector applications.
Ten trucks. Not even theirs. Customer-owned. They pay Kodiak to let the technology drive them. Sounds good on paper. Risky? Always. But they’ve logged over three million miles. More than five thousand hours of paid driverless operations. Northland thinks they’ve cracked the code. The hardest part, they say. Now it’s just a matter of scaling up. Their price target? Seventeen bucks. Eighty-two percent upside. A long shot? Maybe. But sometimes, the long shots are the ones that pay off.
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2026-01-15 22:12