Rock-star money manager Cathie Wood makes it easy for the rest of us to see what's in her shopping bag. She posts nightly buy and sell transaction reports across all of her ARK Invest exchange-traded funds, and it's always interesting to see which names are becoming a bigger part of her firm's portfolios and which names are going the other way.

On Wednesday, she added to her existing positions in DraftKings (NASDAQ:DKNG), Fate Therapeutics (NASDAQ:FATE), and Zoom Video (NASDAQ:ZM). Let's see why these are three stocks worth getting excited about. 

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1. DraftKings

Sports fans are generally overconfident about two things. They think that this will be the year when their favorite team wins it all. They also think they're better than the average spectator at sizing up individual performances and determining which team will come out on top in any given contest. 

DraftKings has historically focused on player-centric scenarios. It's a leader in fantasy sports, where its users compete for cash prizes by attempting to single out the top daily performers among athletes. But that's a natural gateway to offering a full-blown sportsbook where folks can wager on actual game outcomes. 

DraftKings rocked in 2020, even as many sports leagues were dealing with abridged seasons and uncertain player statuses under the cloud of COVID-19. Its revenue soared 90%, accelerating to a 253% year-over-year burst in Q1 2021, its most recently reported quarter. That year-over-year comparison was easy given that the sporting world went on ice in mid-March 2020. Analysts still forecast a hearty 88% top-line increase for all of 2021. The stock is trading 34% below its springtime highs, making it an opportunistic purchase.

2. Fate Therapeutics

Fate Therapeutics is another disruptive company that's currently out of favor on Wall Street. The leader in next-gen immunotherapies for cancer treatment is trading nearly 30% below the all-time high it hit six months ago.

The patent-rich company has eight immunotherapies in the early phases of clinical testing. The next big expected news event from Fate is due in late August, when it will highlight interim trial data from a pair of phase 1 clinical studies of its lymphoma-tackling immunotherapies. The payoff for investors here will require patience; for now, this stock is naturally going to rise and fall depending on how its candidates fare in trials. Fate Therapeutics' $7.4 billion market cap may seem high for a company generating negligible revenue, but even a single immunotherapy success could generate billions in valuation. 

3. Zoom Video

DraftKings at a 34% discount and Fate Therapeutics at a 29% markdown from recent highs have nothing on Zoom Video. The original pandemic play is trading 40% below its peak. 

The appeal of Zoom is that it's not really going away. Its revenue nearly tripled year over year in its latest fiscal quarter, and that was with schools, company meetings, and socializing starting to bring people together in real-world scenarios again. Zoom's profitability is growing even faster, given its scalable high-margin business model. 

Zoom stock may be out of favor right now, and even a big-ticket acquisition it announced earlier this month didn't go over too well with investors. However, it's hard to deny that Zoom will continue to be a part of our lives in some shape or form in the near future. You still remember your Zoom password. Right?  

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.