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

Moderna is extremely attractive because curing cancer is a big story, but more consolidation is likely first. The weekly chart shows a wide gap between price and the upper Bollinger Band, so volatility may need another week or two to ebb before the stock possibly starts moving higher. x.com 

Moderna's data catalyst is done, and it won't get an early stop in RCC. That makes it a good short here, with the story over until at least next summer. x.com 

CoreWeave looks positioned to be one of the biggest beneficiaries of years of demand for GPU computing at scale. It should be one of the most important players in the AI infrastructure buildout, with Jensen Huang and Nvidia deeply tied to it. At $50 a share, its debt load is not a concern; the stock could look like one of the best buying opportunities by decade-end. x.com  x.com 

Moderna looks like a logical play on plague-outbreak concerns, though this is outside areas of expertise. A Russian lab worker's sudden death has raised fears of a plague crisis, per Zero Hedge, with the Trump team monitoring the outbreak, and the stock is acting well. x.com 

Moderna is not a long here because its valuation is now super stretched after a huge one-day move. Per @A_May_MD, Moderna added $45B in market cap on a dataless phase 3 press release in adjuvant combination melanoma, with a drug it owns only half of. Non-experts expecting AI to cure cancer and develop drugs at insane speed are out of their league. The news is great, but risk needs managing, and this may work only as a trade. x.com  x.com  x.com  x.com  x.com 

Moderna's mRNA vaccine news and Twist Bioscience's partnership with Anthropic could spark the cancer and genomics theme across treatments, diagnostics and tools, lifting Personalis, Guardant Health, Twist, HTFL, NeoGenomics and genomics stocks broadly. x.com 

AI compute demand makes CoreWeave and Nebius probably not bad tactical buys. Anthropic had been slowing but accelerated in September, OpenAI is taking share, and open-source models still need compute. Credit issues remain, though worries feel near a peak and the stocks feel near a local bottom. x.com 

Moderna's customer options positioning was not bullish, and the stock subsequently flushed 20%. WizOfOps described the top 10 trades as only modestly bearish, with no solid consensus among the customers dominating the flow. x.com 

Tempus AI's Moderna and Merck collaboration puts its oncology data and algorithms to work on cancer vaccines and immuno-oncology drugs, supporting the commercial value of its pharma data platform. The multiyear agreement adds to its licensing case; Q2 revenue rose more than 21.6% to $382 million, and the EPS loss of $0.04 beat the expected $0.20 loss. Sustained profitability remains prospective. Tempus AI could reach $145. x.com