Noticed something interesting about how the best investors actually behave when markets get messy. While everyone else is panic-selling, they're quietly loading up on quality names at discounts. Cathie Wood's been doing exactly that.

Recently, Wood has been adding to positions in what she considers some of the best AI companies to invest in right now. The thing about being a long-term player is you get to think in years, not days. When volatility hits and people get spooked, that's when the real opportunities show up.

Let me break down two moves she just made that caught my attention.

First up is CoreWeave. This GPU rental play has been getting a ton of attention because it sits right in the middle of the AI infrastructure buildout. Companies desperately need compute power to run their AI models, but most don't want to build all that infrastructure themselves. CoreWeave lets them rent Nvidia GPUs on demand. The stock took a 14% hit in February, which is exactly when Wood decided to add more. It's now one of her top 25 holdings in the Ark Innovation fund.

The reasoning here is straightforward - we're still in the very early innings of AI actually being deployed for real work. As more companies figure out how to use this technology, they're going to keep needing access to that compute. CoreWeave's revenue trajectory has been explosive, and there's no reason to think that slows down anytime soon. This is the kind of foundational infrastructure play that tends to do really well when an industry is scaling.

The second move was adding to Amazon. Wood picked up shares across multiple funds in early March, and Amazon is now sitting as a top 20 position. What makes Amazon interesting among best AI companies to invest in is that it's playing the game from multiple angles. AWS is generating $142 billion in annual revenue and is the leading cloud provider globally. That business is already selling AI services to customers. Meanwhile, the core e-commerce operation is using AI internally to optimize logistics and improve the customer experience.

The cool part is AWS can immediately monetize new capacity as they bring it online. They've got an existing customer base that's sticky, and the cloud business keeps generating growth even from non-AI contracts. So it's not a one-trick pony betting everything on the AI trend.

After the recent pullback, Amazon was trading at 28x forward earnings - not cheap by historical standards, but Wood saw value there for a long-term holder.

The broader point here is that finding the best AI stocks to invest in doesn't mean chasing the newest, most hyped names. It means looking at companies with real revenue, real moats, and real staying power. When the market gets nervous and prices compress, that's when you can actually get quality at reasonable valuations.

If you're thinking about which AI companies are worth your attention right now, these kinds of positions - infrastructure plays and established tech companies pivoting to AI - are probably worth your research time. The market's always going to have moments of doubt. The winners are the ones who know how to use those moments.