Hello everyone! Today i want to share some investing stories with you!
1 If you bought Bitcoin when Cathie Wood did, here's what you have today
Most people who talk about Bitcoin missed it. Cathie Wood is not one of them.
The ARK Invest CEO disclosed in a 2022 podcast interview with Peter McCormack that she bought $100,000 worth of Bitcoin personally, at around $250 per coin, after reading the Satoshi white paper.
She has never sold a single coin. That disclosure landed at a time when Bitcoin was hovering around $19,000. It reads very differently today.
The calculation
At $250 per coin, a $100,000 investment bought exactly 400 BTC. That is a straightforward number. Today, Bitcoin is trading at approximately $63,020. Those 400 coins are worth just over $25.2 million.
A return of more than 25,000 percent on a six-figure bet made when most of Wall Street was still dismissing the asset as a fad.
Related: If you put $1,000 in Bitcoin today, here's what it could turn Into by 2030 according to Cathie Wood
At Bitcoin's all-time high of $128,000, hit in October 2025, that same position was worth $51.2 million. More than half a billion, had she bought ten times as much.
Wood herself has a $1.5 million base case and a $3.8 million bull case for Bitcoin by 2030. If the bull case plays out, her 400 BTC would be worth $1.52 billion. That is what a $100,000 bet at $250 could still become.
What the market looks like now
Bitcoin is not at $250 anymore. It is not at $128,000 either. It is sitting roughly 50 percent below its all-time high, caught in a bear market driven by rising Treasury yields, a hawkish Fed, geopolitical pressure from the US-Iran conflict, and sustained ETF outflows, $4.3 billion since June.
The Fear and Greed Index is at 22. Extreme fear.
That is, for context, the same kind of environment Wood bought into the first time. Not at $250 obviously, but the sentiment backdrop, dismissed, unloved, underpriced relative to where it ended up, has a familiar shape.
The holding problem
Wood's 400 BTC did not become $25 million without sitting through years of drawdowns, two crashes of 80 percent or more, and a period where most mainstream financial media was writing Bitcoin's obituary.
The math is simple. The holding is not.
2 AI Stocks: Falling Knife or Once-in-a-Decade Buying Opportunity?
In recent years, when investors looked for major growth potential, they turned to artificial intelligence (AI) stocks. These players have driven gains in the S&P 500 as AI has been viewed as the next game-changing technology. With the ability to make companies more efficient and innovative, AI could supercharge earnings growth.
And some players, such as chip designer $NVIDIA(NVDA)$ and cloud computing giant Amazon, have already generated significant revenue growth as they've been playing key roles in the early stages of the AI boom. A look at funds invested in a broad range of AI players further illustrates this point. The Dan Ives Wedbush AI Revolution ETF has jumped nearly 50% from its launch a year ago, and the iShares Semiconductor ETF has soared more than 200% over the past three years.
But, in recent times, the path of AI stocks hasn't been as surefooted as it was in the past. The general geopolitical and economic environment has made investors more cautious. And investors have questioned the level of spending by tech companies on AI -- and whether it will all be worthwhile.
All of this has weighed on AI stocks periodically since late last year. And over the past few weeks, this downward trend has returned. So now investors may be wondering whether AI stocks, after declines, are a falling knife -- or a once-in-a-decade buying opportunity. Let's find out.
Early phases of AI
As mentioned, AI stocks drove market gains in recent years amid excitement about the technology's potential and as initial chapters of the boom unfolded. Companies trained AI models, a step requiring massive compute, and began applying AI to real-world problems -- though we remain early in the AI use story.
Technology leaders have been spending billions as part of the AI infrastructure build-out, with plans to invest nearly $700 billion this year alone. This is as demand for capacity to run AI workloads explodes higher. And technology companies' earnings reports have reflected this high demand, with AI revenue climbing.
Though this demand story remains positive, investors have still worried about the possibility of the revenue opportunity falling short -- particularly considering this enormous investment in infrastructure. Meanwhile, ongoing turmoil in Iran and worries about rising inflation in the U.S. have also preoccupied investors.
I'll again use the Ives and iShares ETFs as examples to illustrate the movement of AI stocks. The Ives ETF has slipped 10% since June 1, and the iShares Semiconductor ETF has dropped 15% since a peak on June 22. This is as of the July 13 market close.
What may lie ahead
Now, let's return to our question: Are AI stocks a falling knife that you should avoid -- or could this be a once-in-a-decade buying opportunity? It's impossible to predict whether recent declines will continue or if AI stocks will quickly rebound and soar. But the full AI story is in its early stages, as companies and individuals are just beginning to regularly use AI and apply it to their needs. And certain industries, such as robotics and pharmaceuticals, may heavily rely on AI in the years to come to make significant advancements.
Much of the activity we've seen so far in AI is the actual development of the technology and the training of models -- but the use cases should drive a major and long-lasting wave of growth for many companies. The infrastructure winners that already have delivered earnings growth in the earlier stages of the boom are likely to continue to generate growth as their products are needed on an ongoing basis. On top of this, the AI winners may multiply as companies that use the technology gain in efficiency, lower costs, and become more innovative.
All of this means that, even if AI stocks experience a period of declines, the quality players are well-positioned to go on and climb over the long term. So, right now, with stocks like Nvidia trading at 22x forward earnings estimates and tech powerhouse Microsoft trading at only 20x estimates, it's a great time to go bargain hunting. This may be a once-in-a-decade opportunity.
3 Wall Street Says This Artificial Intelligence (AI) Stock Is Overvalued. Here's Why I Disagree
The artificial intelligence (AI) revolution is in full swing, and several companies are capitalizing on it. The list includes $Advanced Micro Devices(AMD)$. Investors have taken notice: The company's shares have soared over the past 12 months. But have they risen too much, too fast? Some Wall Street analysts certainly think so. Based on its current average price target, AMD could dip from its current levels. Let's find out whether it's best to avoid this company right now.
Is it just the beginning?
AMD's shares have gained 279% over the past year. But the company's current Wall Street average price target is $525.40, implying a downside of about 5% from current levels. To Wall Street's credit, AMD looks expensive by at least some valuation metrics. The company is trading at 79.4x forward earnings, compared to an average of just 21.4x for information technology stocks. However, there are also good reasons to be bullish on the stock.
AMD is a leader in the server CPU (Central Processing Unit) market, putting it in a strong position to profit from the agentic AI boom. AI agents are autonomous systems that can perform a range of tasks without direct human input. Some voices within the industry believe AI agents will take over. $NVIDIA(NVDA)$ CEO, Jensen Huang, thinks there will eventually be billions of them.
Since AI agents run on CPUs, demand for AMD's market-leading processors could soar. This could be the start of a sustained run for the company that might, to some extent, mirror Nvidia's performance over the past few years. And it's worth remembering that some investors and analysts thought Nvidia was overvalued the entire time. Yet the semiconductor specialist managed to defy expectations, as the AI market proved much larger than many had anticipated.
Something similar (though likely not quite as impressive) could happen with AMD, given that the company has gained market share in the server CPU industry in recent quarters, boasts a wide moat from its deep expertise and high switching costs, and could tap into an opportunity worth more than $120 billion by 2030, expanding at a compound annual growth rate (CAGR) of 35% through then, according to management.
Perhaps the most impressive thing about this projection is that in November 2025, AMD had estimated that the market would register a CAGR of 18% through the next three to five years. The company was forced to almost double that forecast six months later, strongly suggesting that demand for its products is accelerating. That's why, in my view, AMD stock is still a buy.
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