On Tuesday, Cathie Wood bought shares of AMD, BYD, and WeRide. AMD was the only one of the three to move higher, but the stock has slipped 13% since peaking in October.
Source: https://www.fool.com/investing/2026/01/21/cathie-wood-goes-b…
NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.
Nvidia’s investment thesis from 2025 remains largely unchanged. Meta Platforms’ social media business is doing well, but the market is skeptical about the company’s AI infrastructure plans.
Coca-Cola currently offers better value than PepsiCo, despite both being strong, low-beta dividend stocks for diversified portfolios. KO’s capital-light, brand-focused model enables higher margins, greater dividend growth potential, and resilience versus PEP’s more capital-intensive, diversified operations. KO is slightly undervalued by the dividend discount model and shows a 9.2% upside to fair value.
