Cathie Wood Is Quietly Buying The AI Market Crash (3 Stocks She’s All-In On!) Should You Buy Too??
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Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $606.10 23 Jul 2026Current $653.69 09 Sep 2026Result +$47.59vs. index +4.6% SPY +3.3% over the same days
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…panic. Despite short-term macro noise and persistent skepticism around heavy capital expenditures, Meta's strategic evolution into a vertically integrated AI power player is accelerating. Trading around the mid-600s and well off its highs, the stock presents a compelling entry point as Mark Zuckerberg quietly expands the company into cloud hosting and enterprise compute leasing to capitalize on unprecedented global AI demand. Meta's core business model continues to generate massive cash flows across its family of apps…
the stock presents a compelling entry point
AI-extracted context Trading around the mid-600s and well off its highs, the stock presents a compelling entry point as Mark Zuckerberg quietly expands the company into cloud hosting and enterprise compute leasing to capitalize on unprecedented global AI demand.
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Entry $606.10 23 Jul 2026Current $653.69 09 Sep 2026Result +$47.59vs. index +4.6% SPY +3.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…oud hosting alone could add significant margin expansion and over $5 per share in incremental earnings power by 2027. Trading at roughly 18 times 2027 earnings estimates, a steep discount compared to megacap peers like Apple and Microsoft, Meta represents a rare blend of valuation discipline and explosive upside as its vertical integration strategy takes center stage. Finally, shifting from digital ecosystems to physical robotics, we arrive at our third stock, Tesla Inc., ticker TSLA. Tesla stands as Cathie Wood's biggest AI play and favorite overall pick. While short-term traders fixate on auto margins…
Meta represents a rare blend of valuation discipline and explosive upside as its vertical integration strategy takes center stage.
AI-extracted context Trading at roughly 18 times 2027 earnings estimates, a steep discount compared to megacap peers like Apple and Microsoft, Meta represents a rare blend of valuation discipline and explosive upside as its vertical integration strategy takes center stage.
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Entry $319.69 23 Jul 2026Current $367.81 09 Sep 2026Result +$48.12vs. index +11.8% SPY +3.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… rollout of the Optimus humanoid robot targeting long-term production of millions of units, custom AI chip development with terrafab infrastructure, and deep technical synergies with SpaceX. For investors aligned with Cathie Wood's vision, this pullback offers a generational opportunity to capture the undisputed leader in physical AI and autonomous technology. While market fear drives short-term sell-offs, conviction in disruptive innovation is where wealth is built. Cathie Wood's strategy with SPCX, META, and TSLA highlights the power of buying generational dips. Subscribe, hit the notification…
this pullback offers a generational opportunity to capture the undisputed leader in physical AI and autonomous technology.
AI-extracted context For investors aligned with Cathie Wood's vision, this pullback offers a generational opportunity to capture the undisputed leader in physical AI and autonomous technology.
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Entry $319.69 23 Jul 2026Current $367.81 09 Sep 2026Result +$48.12vs. index +11.8% SPY +3.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ate on auto margins and temporary earnings pressure, Wood sees Tesla not as a car manufacturer, but as the world's premier real-world AI and robotics engine. With the stock trading around $354 to $374, down from its 52-week high near $499, Cathie Wood continues to accumulate shares, capitalizing on market myopia to build a massive position ahead of a multi-trillion-dollar physical AI transformation. Tesla's core business model is evolving from auto sales into high-margin software, energy, and autonomous services. In its latest quarterly performance, Tesla generated over $28 billion in revenue backed by record vehicle deliveries and an…
Cathie Wood continues to accumulate shares, capitalizing on market myopia to build a massive position ahead of a multi-trillion-dollar physical AI transformation.
AI-extracted context Tesla stands as Cathie Wood's biggest AI play and favorite overall pick. While short-term traders fixate on auto margins and temporary earnings pressure, Wood sees Tesla not as a car manufacturer, but as the world's premier real-world AI and robotics engine. With the stock trading around $354 to $374, down from its 52-week high near $499, Cathie Wood continues to accumulate shares, capitalizing on market myopia to build a massive position ahead of a multi-trillion-dollar physical AI transformation.
Full Transcript
There are are lots of opportunities and they're multi-trillion-dollar opportunities. That's what [music] I think is surprising people to see Anthropic's annualized run rate go from 9 billion to 47 billion in 6 months. >> amazing. >> 6 months is really wild. >> That really is. >> We think this could become the most important company in in history and I mean in global history. I think in the short term that that SpaceX might be making deals with telcos around the world, but longer term it does expect to go direct to consumer or direct to business. So and it will do so at a much lower cost as it scales because it'll be global in nature [music] and the secret to scaling technologies is falling costs as units increase. >> While Wall Street panics over short-term volatility and mainstream headlines scream that the artificial intelligence bubble is finally bursting, Cathie Wood is executing her classic high-conviction playbook. As chief investment officer of ARK Invest, managing tens of billions in assets, Wood built her reputation on aggressively buying extreme fear. Her core thesis remains unchanged. Macroeconomic drawdowns create generational entry points for disruptive innovation >> [music] >> where collapsing cost curves accelerate adoption exponentially. Look no further than SpaceX. Controlling roughly 75% of active global satellites and backed by a decade-long lead in reusable rocket tech, Wood calls SpaceX potentially the most important company in global history. Despite recent share pullbacks, ARK added over $80 million to its stake eyeing its transformation into a global communications giant and an orbital data center powerhouse hosting ultra-low cost frontier AI models. In this breakdown, we analyze the three key buy-the-dip powerhouses Cathie [music] Wood is accumulating while others sell. Beyond SpaceX, she is quietly scooping up an AI juggernaut that was inappropriately dumped amid market panic despite its annualized run rate exploding into the tens of billions in just 6 months. Finally, we expose what Wood explicitly calls her favorite stock and ultimate AI play. A tech leviathan whose multi-trillion-dollar valuation thesis [music] hinges on autonomous robo-taxis, massive fleet data, and next-generation humanoid robotics. Let's dive into the data, the valuations, and why these dips present a rare window for forward-thinking investors. First on the list is Space Exploration Technologies Corporation, ticker SPCX. Following its historic public listing that saw shares rocket to an all-time high of over $225, the stock has undergone a massive post-IPO valuation reset pulling back roughly 48% to trade around the $115 to $116 level. While short-term market anxiety and an upcoming August insider share unlock are creating temporary supply pressure, this drawdown presents a compelling entry point into what is fast becoming an unparalleled global infrastructure and intelligence giant. At its core, SpaceX operates a multi-layered vertically integrated business model. It holds a near monopoly on reusable launch economics and commands roughly 75% of all active global satellites through its Starlink network. But the true game-changer is its aggressive pivot into artificial intelligence. By acquiring coding platform Cursor for $60 billion, building out massive compute capacity, and releasing highly token efficient models like Grok 4.5, SpaceX is morphing from a traditional aerospace and telecom provider into an essential landlord for the entire AI ecosystem. Looking ahead, the long-term fundamentals are extraordinary. Wall Street projections suggest revenue could explode from around $39 billion to $45 billion in 2026 to over [music] $365 billion by 2030. Driven by the monetization of space-based data center infrastructure and enterprise AI compute. While the stock trades at an elevated current year multiple, its valuation compresses to an incredible 13.4 times 2030 earnings. A deep discount compared to the broader tech sector. With major future catalysts like Starship commercialization, orbital data center deployment, and direct-to-consumer satellite networks, SpaceX offers a unique opportunity for long-term investors looking to capture the next wave of global tech dominance. Moving from orbital infrastructure to social media giants, our second stock is Meta Platforms Inc. Ticker META. Meta Platforms is the AI juggernaut that Wall Street inappropriately sold off amid market panic. Despite short-term macro noise and persistent skepticism around heavy capital expenditures, Meta's strategic evolution into a vertically integrated AI power player is accelerating. Trading around the mid-600s and well off its highs, the stock presents a compelling entry point as Mark Zuckerberg quietly expands the company into cloud hosting and enterprise compute leasing to capitalize on unprecedented global AI demand. Meta's core business model continues to generate massive cash flows across its family of apps, driven by core ad revenue that is set to approach $60 billion for the second quarter alone. But the true game-changer is Meta's pivot toward becoming an AI infrastructure landlord. By leveraging its massive compute buildout, including data center capacity scaling toward over 13 gigawatts, Meta is unlocking an entirely new high-margin revenue stream. Reports indicate Meta is negotiating a massive $10 billion 2-year compute leasing deal with Anthropic, utilizing excess GPU capacity to serve enterprise AI demands. Combined with developer tools like Muse Spark 1.1 and hardware innovations like Meta smart glasses, the company is creating an end-to-end AI ecosystem spanning infrastructure, software, and consumer platforms. Financially, Meta sits on a rock-solid foundation backed by over $22 billion in net cash, providing incredible flexibility to fund its long-term growth without diluting shareholders. Analysts estimate that external cloud hosting alone could add significant margin expansion and over $5 per share in incremental earnings power by 2027. Trading at roughly 18 times 2027 earnings estimates, a steep discount compared to megacap peers like Apple and Microsoft, Meta represents a rare blend of valuation discipline and explosive upside as its vertical integration strategy takes center stage. Finally, shifting from digital ecosystems to physical robotics, we arrive at our third stock, Tesla Inc., ticker TSLA. Tesla stands as Cathie Wood's biggest AI play and favorite overall pick. While short-term traders fixate on auto margins and temporary earnings pressure, Wood sees Tesla not as a car manufacturer, but as the world's premier real-world AI and robotics engine. With the stock trading around $354 to $374, down from its 52-week high near $499, Cathie Wood continues to accumulate shares, capitalizing on market myopia to build a massive position ahead of a multi-trillion-dollar physical AI transformation. Tesla's core business model is evolving from auto sales into high-margin software, energy, and autonomous services. In its latest quarterly performance, Tesla generated over $28 billion in revenue backed by record vehicle deliveries and an expanding order backlog. Full self-driving adoption is surging with [music] 55% of North American buyers enabling FSD subscriptions at delivery, expanding global paid users to nearly 1.5 million. Furthermore [music] Tesla's energy storage deployments surged 53% sequentially to 13.5 gigawatt-hours, emerging as a critical power smoothing backbone for global AI data centers and utility grids. Looking forward, Tesla is unleashing an aggressive capital expansion, outlining over $25 billion in capital expenditures to scale its autonomous footprint. The company has already driven over 380,000 unsupervised robotaxi miles across six cities with zero notable incidents, expanding fleet activity at over 10% weekly. Beyond autonomous mobility, major future catalysts include the production ramp of cybercab, the internal rollout of the Optimus humanoid robot targeting long-term production of millions of units, custom AI chip development with terrafab infrastructure, and deep technical synergies with SpaceX. For investors aligned with Cathie Wood's vision, this pullback offers a generational opportunity to capture the undisputed leader in physical AI and autonomous technology. While market fear drives short-term sell-offs, conviction in disruptive innovation is where wealth is built. Cathie Wood's strategy with SPCX, META, and TSLA highlights the power of buying generational dips. Subscribe, hit the notification bell, and leave a comment below with your top AI stock pick for this decade.
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