Cathie Wood's Q3 Buys: Nvidia, Iridium, and Teradyne.

Cathie Wood's Ark Invest is buying Nvidia, Iridium Communications, and Teradyne. Nvidia has doubled since its spring lows, despite export restrictions to China. Iridium's revenue growth has been uninspiring, but the bottom line shows improvement. Teradyne has seen analyst downgrades, but Wood sees an opportunity. Ark's largest ETF is up 31% this year, outperforming major market indexes.

Title: Ark Invest's Strategic Purchases: Nvidia, Iridium Communications, and Teradyne

Ark Invest, led by Cathie Wood, has recently made significant investments in Nvidia, Iridium Communications, and Teradyne, with Nvidia doubling from its spring lows despite export restrictions to China. This move underscores Ark's strategy to capitalize on long-term growth opportunities in the tech sector.

Nvidia (NASDAQ: NVDA)

Nvidia has experienced a remarkable rebound, surging 52.1% over the past 90 days and reaching an all-time high above $172 [1]. Despite export restrictions on its H20 AI chip, Nvidia has navigated the challenges and posted mixed first-quarter earnings, which one analyst called a victory. The company's pivot to U.S. AI infrastructure investments and new chip designs for China signal resilience. Analysts are optimistic about Nvidia's ability to sustain its recovery and drive further growth, with robust data center demand and a projected 37% CAGR for the AI market through 2030 [1].

Iridium Communications (IRDM)

Iridium Communications has seen uninspiring revenue growth but has shown improvement in its bottom line. The company's focus on global satellite communications and its recent expansion efforts have positioned it for future growth. Ark's investment in Iridium Communications aligns with the firm's strategy to invest in innovative technologies that can drive long-term value.

Teradyne (TER)

Teradyne has faced analyst downgrades, but Ark sees an opportunity in the company's industrial automation and robotics segment. The company's focus on automation and its partnerships with major manufacturers position it for growth in the industrial sector. Ark's investment in Teradyne reflects its belief in the long-term potential of automation and robotics technologies.

Ark's Performance

Ark's largest ETF has outperformed major market indexes this year, rising 31%. This performance underscores Ark's successful strategy in identifying and investing in growth-oriented companies. The firm's focus on innovative technologies and long-term growth opportunities has resonated with investors.

In conclusion, Ark Invest's strategic purchases of Nvidia, Iridium Communications, and Teradyne reflect its long-term growth strategy. While each company faces its own set of challenges, Ark's investments highlight the firm's belief in the potential for significant growth in the tech and industrial sectors.

References:
[1] https://247wallst.com/investing/2025/07/16/nvidia-nasdaq-nvda-stock-price-prediction-for-2025-where-will-it-be-in-1-year/
[2] https://www.fingerlakes1.com/2025/07/17/nvidia-stock-outlook-china-chip-exports-43687648/