Cathie Wood Explains How You Should Invest In 2025 When Others Are Fearful -3 Stocks To Watch Now

About this Video

• Video Title: Cathie Wood Explains How You Should Invest In 2025 When Others Are Fearful - 3 Stocks To Watch Now
• Channel: Millionaires Investment Secrets
• Speakers: Cathie Wood (implied)
• Duration: 00:08:29

Introduction

This video discusses investment opportunities for 2025, focusing on three companies positioned for growth in the AI and data center sectors. The video contrasts short-term market volatility with long-term disruptive innovation, suggesting that overlooked companies offer significant potential.

Key Takeaways

• Celestica Inc (CLS): A key supplier in the hyperscale data center revolution, experiencing significant revenue growth (99% year-over-year in Q1 2025 for its HPS segment) due to increased demand for high-performance networking switches. Favorable changes in US-China tariffs provide further upside potential.
• AppLovin Corporation (APP): Successfully transitioned from mobile gaming to advertising infrastructure, showing substantial revenue and EBIDA margin growth in Q1 2025 (71% and 81%, respectively). Its AI-powered, vertically integrated platform offers a competitive advantage in a changing mobile advertising landscape.
• Nebulous Group (NBIS): A rapidly growing player in the data center space, demonstrating strong annual recurring revenue growth and winning significant contracts, including a $140 million deal for Israel's national supercomputer. Significant capital expenditure and secured funding suggest ambitious expansion plans.