The Ark Invest founder, CEO, and chief investment officer delivered wealth-altering results in 2020. After a few challenging years of market lagging, she's rolling again in 2025. Ark publishes its transactions at the end of every trading day, so we know exactly what's she buying.
Well, she kicked off the new trading week by buying shares in Nvidia (NASDAQ: NVDA), Block (NYSE: XYZ), and Nu Holdings (NYSE: NU) on Monday. In all three cases, she was adding to existing positions. Let's take a closer look at all three moves.
This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia.
Continue » For a company whose moniker loosely translates to "envy" in Spanish, it's easy to see why others are envious of the artificial intelligence (AI) bellwether's market cap crown. The top provider of AI and data center chips sits alone at the table of companies with market caps exceeding $5 trillion, but it's not exactly eating alone these days. Many smaller makers of AI accelerators and related components are outperforming Nvidia over the past year.
The stock is an 11-bagger over the past five years, but its 25% jump over the past 12 months is barely ahead of the general market's return. With its business accelerating over the past year, Nvidia stock can be considered a bargain despite closing in on its May all-time high. Despite supply chain constraints and trade restrictions into China, Nvidia's business is booming.
Revenue soared 85% in its fiscal first quarter with adjusted earnings rising 139%. Investors won't have to wait long for fresh financials. Nvidia will announce its fiscal second-quarter results next week.
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