HomeMarket NewsA Dive Into 3 Hidden Gems Among Cathie Wood’s Investment Selections

A Dive Into 3 Hidden Gems Among Cathie Wood’s Investment Selections

Actionable Trade Ideas

always free


Unlocking the Potential of Crispr Therapeutics (CRSP)

Crispr Therapeutics (NASDAQ:CRSP) stands as a trailblazer in the realm of next-generation healthcare equities, holding the key to unlocking undervalued potential with its gene-editing capabilities. Following the landmark approval by the FDA for Casgevy, in collaboration with Vertex Pharmaceuticals (NASDAQ:VRTX), to effectively address Sickle Cell Disease, the genomics industry entered a new epoch of possibilities. Despite the tepid market response due to concerns over the limited patient base and sky-high treatment costs, the approval represents a pivotal moment in healthcare investments, echoing the defining phase of the genomics revolution postulated by Cathie Wood.

Eyes on the Horizon: AeroVironment (AVAV)

AeroVironment (NASDAQ:AVAV) emerges as one of the lesser-known treasures in Cathie Wood’s portfolio, having surged 75% over the past year. Specializing in unmanned drones for military applications, the company’s tech-forward strategy differentiates it from traditional defense industry behemoths, focusing on innovation rather than redundant iterations. The recent unveiling of the JUMP 20 Group 3 unmanned aircraft, equipped not only for surveillance and offensive operations but also electronic warfare disruptions, signifies a leap forward in military tech. AeroVironment’s acquisition of Tomahawk Robotics for $120 million further cements its dedication to cutting-edge technology and operational efficiency, positioning it as a formidable player in the defense tech domain, ripe with growth prospects.

Unveiling the Titan: Amazon (AMZN)

Diving into the realm of consumer-centric giants, Amazon (NASDAQ:AMZN) stands tall as a fortress of potential waiting to be unlocked. Despite being a household name, Amazon’s capability to revitalize and grow remains underestimated. With a vast ecosystem spanning e-commerce, cloud computing, entertainment, and more, Amazon’s stock is a trove of hidden value. As technological advancements and consumer trends evolve, Amazon’s versatility and adaptability set it on a trajectory of continued growth. Partnered with Cathie Wood’s visionary outlook, Amazon presents itself as a sleeping giant poised to awaken and redefine the landscape of future investments.

Amazon’s Skyward Ascent: The Undervalued Giant in the Space Sector

The Undervalued Perspective

Considering Amazon as undervalued may raise some eyebrows, but within the realm of Cathie Wood’s vision, it all makes sense. As part of Wood’s ARK Space Exploration & Innovation ETF, Amazon finds itself in the eye of a potential $1 trillion storm: the space sector. Amazon’s subsidiary, Kuiper Systems, is on a mission to boost global broadband access with a constellation of 3,236 satellites in low Earth orbit. This ambitious goal aims to deliver swift and affordable broadband to marginalized communities worldwide. From this vantage point, Amazon is gearing up to challenge SpaceX head-on, and Cathie Wood believes it’s a diamond in the rough.

The Sky’s the Limit

By late December 2023, a systems check displayed the impressive data transmission capabilities of these satellites, clocking in at a stable 100 gigabits per second. With plans to launch commercial services soon, Amazon’s promise of speeds reaching up to 400 megabits per second—double the average U.S. broadband speed—cements its position among Wood’s undervalued gems.

Head-to-Head Competition

Despite its grand ambitions, Kuiper’s reliance on SpaceX for satellite launches currently underscores its competition limitations with Musk’s empire. Simultaneously, Jeff Bezos’s brainchild, Blue Origin, linked with Amazon, is gearing up to mount a frontal challenge to SpaceX. If Bezos can replicate his Amazon success in constructing a comprehensive space-based value chain, this “undervalued Cathie Wood stock” may outshine its current $1.84 trillion market cap.

On the date of publication, Jeremy Flint held no positions in the securities mentioned. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

Jeremy Flint, an MBA graduate and skilled finance writer, excels in content strategy for wealth managers and investment funds. Passionate about simplifying complex market concepts, he focuses on fixed-income investing, alternative investments, economic analysis, and the oil, gas, and utilities sectors. Jeremy’s work can also be found at www.jeremyflint.work.

Swing Trading Ideas and Market Commentary

Need some new swing ideas? Get free weekly swing ideas and market commentary from Jonathan Bernstein here: Swing Trading.

Explore More

Weekly In-Depth Market Analysis and Actionable Trade Ideas

Get institutional-level analysis and trade ideas to take your trading to the next level, sign up for free and become apart of the community.