1 AI’s “Seven Magnificent Seven” (AI)

Cathy Wood is the CEO and chief investment official of the Ark Invest, who offers a small catalog of the boxes circulating on the stock exchange that focuses on innovation (ETFS). The governor of these funds tends to be dominated by smaller and speculative companies in emerging industries.

Although these investment preferences may indicate that Wood has an appetite for risks, its money also carries a number of Blue arrows chip – Including one “wonderful seven” stock, it just collected more than the middle NasdakSelling.

Wood has an interesting relationship with the semiconductor giant Nafidia (Nasdaq: nvda). Although she held the positions of the chips maker for years, she was actually a share of the share often from Jupiter.

Ironically, almost all its location in November 2022 – soon Chatgpt was released and artificial intelligence (AI) appeared as the next large huge.

Since the beginning of the year 2025, the NVIDIA share price was under great pressure due to a set of factors: Chinese Deepseek models, and the increasing competition in the GPU area of Advanced small devices The cloud who designs their custom AI chips, and recently, is uncertain in macro on President Donald Trump’s policies and commercial policies.

Now, as NVIDIA shares decreased by 24 % of the highest level ever, they reached only a few months, Wood may have a second chance. Between 7 and 8 April, her money bought approximately 341,000 shares from NVIDIA, mainly doubled the Ark share in it.

From a macro perspective, the secular winds continue to support the growth of the data center industry, and NVIDIA is still in a good position to continue to capture a large percentage of the expanding market of the siblings of artificial intelligence potatoes. Consider the greatest spent of artificial intelligence has raised the sleeves. Cloud Amazonand alphabetAnd Microsoft All of them announced earlier this year that they intend to continue investing in the infrastructure to support artificial intelligence. Definition platforms She expressed a similar look during the fourth quarter profit call.

On a common basis, these four wonderful companies ” Capital expenses artificial intelligence It can top 320 billion in 2025 alone. Each major customer of NVIDIA, so I am optimistic about his horizons related to building their data center.

In addition, NVIDIA recently released the latest GPU structure, Blackwell, whose sales have surpassed management expectations so far. Although Blackweell’s early indicators are encouraged, NVIDIA is on the right way to offer the hidden GPU brown within two years. This is all NVIDIA sites well for long -term growth with the continued narration of artificial intelligence.