Cathie Wood’s Recent Stock Purchases: A Look at Taiwan Semiconductor, Baidu, and Pony AI
Recently, renowned investor Cathie Wood has made headlines by increasing her stakes in several key companies, notably Taiwan Semiconductor Manufacturing Company (TSM), Baidu (BIDU), and Pony AI (PONY). These strategic moves reflect her confidence in their respective growth prospects, despite varying market conditions.
Taiwan Semiconductor Manufacturing (TSM)
TSMC, the world’s largest semiconductor foundry, continues to defy market trends with its remarkable growth trajectory. Wood’s decision to bolster her investment in TSM comes at a time when the company has demonstrated impressive revenue growth, with projections indicating a potential annual increase of over 18% for the fifth time in six years. Despite a recent dip in growth to 17% in October, TSMC’s net margins have consistently surpassed 30% for over two decades, showcasing its robust business model.
As of November 11, 2025, TSM’s stock is trading at $291.23 on the NYSE with a market cap of $1.5 trillion. Analysts remain optimistic, forecasting that TSMC will maintain its strong performance in the upcoming quarters.
Baidu (BIDU)
In the realm of artificial intelligence, Baidu has emerged as a significant contender. Despite facing challenges, including a marginal revenue dip predicted for the year, Baidu’s stock has surged by 57% in 2025. This growth has been bolstered by the company’s strategic focus on AI technology, especially amidst changing trade dynamics with the U.S. market.
Following recent upgrades from analysts, including Deutsche Bank, Baidu is beginning to garner attention as a leader in AI within China. The stock is currently priced at $131.51 on NASDAQ, with a market cap of $37 billion, making it an attractive option for investors looking to capitalize on the AI boom.
Pony AI (PONY)
Pony AI, a newer entrant in the stock market, is making waves in the autonomous driving sector. Founded in California but now a significant player in China, Pony AI has been steadily working toward commercializing its self-driving technology. Although the company is not yet profitable, its stock has shown volatility, trading as high as $24.92 and as low as $4.11 since its IPO.
Currently, Pony AI’s stock is priced at $14.28 on NASDAQ, with a market cap of $5 billion. Analysts are optimistic about its prospects, predicting revenue growth to accelerate in the coming years, potentially reaching over $1 billion by 2029.
Conclusion
Cathie Wood’s latest investments in TSM, Baidu, and Pony AI illustrate her continued belief in the potential of technology and AI stocks. These companies are well-positioned for growth, making them worth considering for investors looking to enhance their portfolios. For the latest in stock market developments, consider visiting Stock Market News. Additionally, for reliable stock portfolio management and retirement investment services, check out Stock Portfolio Management. Our target growth is set at 20% per year.
