Cathie Wood Buys AVGO & Flying Taxi Stocks, Dumps Palantir

Cathie Wood buys AVGO and flying taxi stocks as part of a strategic portfolio shift, while reducing her stake in Palantir Technologies (PLTR). Through ARK Invest, she is focusing on AI infrastructure and electric vertical takeoff and landing (eVTOL) companies, signaling where she sees the next wave of growth. By moving away from mature AI software names, Wood emphasizes early-stage innovation and companies enabling tomorrow’s technology breakthroughs.

AI Chips Back in Focus: Broadcom (AVGO)

According to Robinhood market data, Broadcom (AVGO) has remained one of the most closely watched AI-related chip stocks among retail investors. Taking advantage of recent price fluctuations, Cathie Wood added AVGO shares, signaling confidence in the company’s long-term role within the AI ecosystem.

Broadcom supplies high-performance semiconductors and networking solutions that support data centers, cloud platforms, and AI workloads. As AI adoption accelerates, demand for faster data processing and efficient connectivity continues to rise. For this reason, Wood views Broadcom not as a short-term trade, but as a foundational AI infrastructure play. Instead of chasing hype-driven software stocks, she is positioning ARK where AI growth physically takes place—inside the chips and networks that power it.

Flying Taxi Stocks Gain Momentum: Cathie Wood Invests in JOBY and ACHR

While AI chips anchor the infrastructure side of the portfolio, Cathie Wood buys AVGO and flying taxi stocks, showing she is also leaning into future transportation. ARK increased exposure to Joby Aviation (JOBY) and continues to manage its stake in Archer Aviation (ACHR), both of which sit at the center of the flying taxi, or eVTOL, market.

Flying taxis aim to reduce urban congestion, shorten commute times, and provide cleaner alternatives to traditional transportation. As manufacturing facilities expand and regulatory milestones advance, Cathie Wood buys AVGO and flying taxi stocks to capture growth in this emerging sector. Although volatility remains high, she continues to treat flying taxis as a long-duration innovation bet rather than a near-term trade.

By combining AVGO and flying taxi stock positions, Cathie Wood buys AVGO and flying taxi stocks to balance exposure between AI infrastructure and transformative mobility technologies. This approach ensures ARK’s portfolio benefits from both the backbone of AI-powered technology and the next generation of urban transportation, highlighting Wood’s commitment to investing early in disruptive innovation.

Palantir Trim: Strategic Rebalancing

Meanwhile, Palantir Sees a Strategic Trim

In contrast, ARK reduced its position in Palantir (PLTR) after a strong run. Palantir remains a leader in AI-powered data analytics across government and enterprise markets. However, Cathie Wood often sells into strength to rebalance her funds.

By trimming Palantir, she frees capital to deploy into areas with potentially greater upside. This move reflects portfolio discipline, not a negative outlook on Palantir’s technology.

The Big Picture

Taken together, these trades show a clear pattern. Cathie Wood is buying AI infrastructure, building exposure to flying taxis, and rotating out of mature winners. Her strategy remains consistent: invest early, stay focused on disruptive platforms, and position ahead of long-term adoption curves.