Cathie Wood's doing it again. While most investors are panicking over tech valuations and rate uncertainty, she's quietly loading up on positions. There's something interesting about her strategy here — she buys when everyone else is running for the exits.

I've been watching her moves pretty closely, and there's a pattern. She goes after innovators with real growth stories, holds them for years, and lets the market volatility work in her favor. That's how you actually make money in this space.

So what did she just scoop up after the recent pullback? Two stocks that actually tell you something about where the AI boom is heading.

First up is CoreWeave. In early March, Wood added more shares to her Ark Innovation fund. The stock had tanked 14% in February, which apparently looked like a gift to her. CoreWeave is basically the infrastructure play for AI — they rent out high-end Nvidia GPUs to companies that need compute power but don't want to build everything from scratch. Right now, demand is insane. Every company trying to do something with AI needs access to these chips, and CoreWeave is sitting in the middle of that flow.

What's interesting is that this is still early innings. We're just starting to see AI actually get applied to real-world problems at scale. As that accelerates, companies are going to need even more compute. CoreWeave's revenue growth has been explosive, and honestly, I'd expect that to continue. This is the kind of best ai companies to invest in when you're thinking about infrastructure plays.

Then there's Amazon. Wood picked up more shares in early March across multiple funds. People sometimes forget that Amazon is already winning in AI in two different ways — as a user and as a seller. Their e-commerce business uses AI to optimize delivery routes, improve search, all that stuff. But the real story is AWS. That cloud division is running at a $142 billion annual revenue rate and is the dominant cloud platform globally. AWS has the customer base, the trust, and now they're selling AI services on top of all their existing infrastructure.

The thing about Amazon is it's not just an AI bet. AWS keeps making money from traditional cloud work while also capturing the AI wave. That's a pretty solid position to be in. After the recent dip, the stock was trading at reasonable multiples, which explains why Wood went in.

Both of these moves tell you something. When the best ai companies to invest in are getting cheaper, the smart money doesn't hesitate. Wood's not trying to catch falling knives randomly — she's targeting companies with real moats and real growth ahead of them. That's the playbook that actually works over time.