AI biotech names such as Tempus AI, Recursion, Ginkgo Bioworks and Prime Medicine could become the new home for money rotating out of AI and semiconductor leaders, with Moderna and Merck's positive phase 3 melanoma results for their mRNA neoantigen therapy a possible catalyst. Sentiment toward AI in healthcare should be far warmer than toward job-displacing AI, since everyone faces disease, and could top the semis trade. Indices could chop or fall while these biotechs outperform. x.com  x.com  … Show more

AI-enabled drug discovery is the next re-rate, because if AI raises lab hit rates, the cost of failure falls across the sector and beaten-down platforms re-rate first. Recursion is the cleanest expression, an AI-first platform built to industrialize discovery. AbCellera and Tempus apply AI to antibody discovery and the diagnostics data layer, with real revenue under the story. The trap is paying a winner's multiple before the trial proves the winner. x.com 

CRISPR Therapeutics sits on the earlier-generation side of biotech's AI divide. AlphaFold solved protein structure prediction, but the harder problem of knowing which protein or pathway is worth targeting remains, and the next breakthroughs look likelier to come from AI-native groups using large-scale compute as their main engine. Tempus AI, building models on a real clinical data moat, is closer to that side. x.com 

AI-biotech leaders are priced at a fraction of what the market pays for chip makers, which defies logic. Bruker holds the No. 1 or 2 spot in most of its portfolio and faces far less long-term competition than a typical 30x-sales chip name, yet trades at 3x sales. Marvell added nearly $100 billion overnight, while Twist, Schrodinger, Bruker and Recursion together are worth under $20 billion. AI gains must become real-world value, and these companies lead much of the AI-bio pipeline. x.com  x.com 

Genomics is likely one of the most important long-term investment themes of the next decade, as AI speeds how life's information is read, understood and edited. Picks: Illumina in sequencing; Tempus AI for AI with genomic data; CRISPR Therapeutics and Beam in gene editing; uniQure (high risk, high payoff) and BioMarin (more certain) in gene therapy; Natera and Guardant Health in diagnostics; Twist Bioscience and Thermo Fisher in tools; Vertex and Alnylam in therapeutics. x.com 

Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.com 

AI-enabled healthcare and genomics could deliver the next photonics-like returns, as AI transforms the sector and improves success rates just as it did in tech. The market is getting ready to price these names as future winners, and those that succeed will be real winners. Beaten-down stocks such as AbCellera, Tempus AI and Twist Bioscience, plus the ARK Genomic Revolution ETF, are looking at billion-dollar markets. x.com 

The biotech and genomics boom is best owned broadly, because single biotech stocks are binary bets on trial results no analyst can handicap. One failed readout can halve a stock, as Novo Nordisk's lost market value on disappointing data showed. Owning blue-chip biotech and high-beta genomics as diversified baskets captures the funding rebound, the AI drug-discovery tailwind and the re-rating after years of deep bear market and a decisive breakout, without the single-molecule lottery. x.com  x.com  … Show more

Tempus AI deserves a management-quality discount because of governance and credibility risk around Lefkofsky, not established medical malpractice. His history, including his Groupon tenure, how Tempus acquired Ambry, and unresolved allegations mean it should not be treated as a clean long-term compounder until cash flow, AI-derived revenue and related-party disclosures become much clearer. The stock may still trade well technically. x.com 

AI drug-discovery picks and shovels such as Ginkgo Bioworks, 10x Genomics, Twist Bioscience and Grail are priced on a fantasy, and secondary offerings are coming. The bet that AI will solve cancers and rare diseases within months ignores how drug discovery, regulation and trial enrollment actually work. Unlike the semiconductor comparison, these businesses have not inflected, mostly burn cash, trade at 20-30x sales and need equity to fund themselves. Buyers here become their liquidity. x.com  … Show more