Genomics stocks appear to be benefiting from AI, with the ARK Genomic Revolution ETF clearly outpacing broader biotech. x.com 

Biotech is the next AI trade after compute and memory as the market shifts to the application layer, and the ARK Genomic Revolution ETF could top $100. Biotech runs on data, pattern recognition, R&D and precise manufacturing, all things AI excels at, helping firms like Twist, Tempus and CRISPR make drugs faster and reach profit sooner. The Trump administration is also opening the door to innovation and M&A. Winners are hard to pick, so a basket is easiest; expect volatility. x.com  x.com  x.com  … Show more

ARKG's genomics thesis faces a timing problem, as much of the index consists of companies with no important clinical data readouts until 2028 or later. Clinical trials remain painstakingly long, and AI is moving faster than trial progress can keep up with, raising the question of when the broader biotech theme becomes overextended. x.com 

Biotech's usual Q4 strength ahead of JPM season makes aggressive rallies in smaller names highly likely. ARKG is starting to break out, and PDS Biotechnology is showing multiple buy signals. If ARKG keeps running as expected, Nautilus Biotechnology, PDS Biotechnology and Quantum-Si could reasonably rally toward about $10 soon; broken chart structures would invalidate that view. x.com  x.com 

Biotech stocks are breaking out of a five-year range because the threat from oil and interest rates was priced in years ago. Many of the most undervalued growth stocks are now in biotech, and research discovery is getting a boost from AI, making it perhaps the sector with most to gain from AI productivity. Charts support it: daily volume spikes have tended to mark major bottoms, the weekly held its quarterly averages to form a base, and the monthly shows a healthy pullback to the one-year EMA. … Show more

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

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 

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

Healthcare and biotech baskets like ARK Genomic Revolution ETF are tricky to short because they behave like baskets of options: one or two winners can return the whole fund, and AI makes it much more likely that a few succeed. @LongVollllll sees an asymmetric short, arguing holdings are 50-100% overvalued, burn cash as rates break out and rallied on unrelated Moderna news. x.com 

10x Genomics is being re-rated as an AI biology and data-layer company, and that re-rating is real. The stock hit a new 52-week high and is still riding its 21-day moving average. x.com