Pure-play AI drug discovery names, including Recursion, Schrödinger, Relay Therapeutics, Absci and Tempus AI, look well positioned as a basket. x.com 

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 

ImmunityBio's market cap still looks absurd despite falling sharply from its bubble-era level. Its merger of several companies at the 2021 peak has kept the stock off the buy list. x.com 

Peptide R&D could be a major tailwind for Nautilus Biotechnology because developers need proteoform data to understand treatment effects. Demand could rise next year if peptide success drives R&D, depending on its rollout and assays. AI-driven biology also needs measurements to validate models regardless of which therapies win. Personalized peptide care is years or a decade away, requiring clinical validation, approval and much cheaper profiling; Nautilus must still prove scale and economics. … Show more

AbCellera looks deeply undervalued against private AI drug-discovery valuations. It is worth about $4B in public markets, while DeepMind spinout Isomorphic Labs is reportedly seeking a valuation of $40B or more in private markets. x.com 

ImmunityBio is too early to own because its market is not one where the best technology simply wins. Anktiva could be groundbreaking, but the field involves a lot of politics, and sales and adoption are scaling fairly slowly, which is normal. The company is worth watching. x.com 

Palantir, Rocket Lab and AbCellera share an investor base because they are strategic national platforms the US must build this decade, in AI and defense, space and biotech. Each has a visionary founder-CEO and a story priced on future platform value that could reshape its market. Palantir already shows proven profits and cash generation, Rocket Lab is executing as a space platform, and AbCellera must still prove its platform earns revenue, making it riskiest but potentially most rewarding. 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 

Biotech is the next AI trade, as AI turns drug discovery from a 10-year guessing game into a data problem while investors still treat the sector like a casino. Tempus AI uses a large clinical dataset for AI diagnostics; Recursion maps over a trillion cells with Genentech and Sanofi as partners; CRISPR Therapeutics has catalysts before end-2026; Absci designs antibodies with generative AI and starts Phase 2; Schrödinger sells physics-plus-AI design software and posted a surprise profit. x.com  … Show more

Recursion Pharmaceuticals could see huge catalysts from positive phase I and II news due in the second half of this year. Its AI drug-discovery platform has five clinical trials in progress, and big pharma and biopharma are spending billions on AI-driven platforms. Market research firms project 38-45% annual growth for AI genomics through the early 2030s. The stock found support around $3 and has some momentum. x.com