Amgen shows signs of continued institutional buying and potential short-term strength. A $2.3 billion print and a $26 million roll into deep in-the-money calls both point that way, and its weekly entry candle resembles Union Pacific's. x.com  x.com 

Eli Lilly's GLP-1 and metabolic franchise can compound demand and cash flows while rate fears punish leveraged AI stories. It is preferable as a defensive-growth holding into its October 29 earnings over chasing a chip bounce. Continued healthcare volume leadership would support the sleeve; if semiconductors reclaim leadership first, the rotation is already crowded the other way. x.com  x.com 

Amgen's run as a safety trade is near the point where it typically rolls over. Such trades usually work until the stock reaches 16-17x earnings, and Amgen is now close to that level. x.com 

Moderna, biotech stocks, AbbVie and Amgen have bullish chart setups. Their daily charts are in uptrends, with the latest strong bullish candles confirming momentum alongside steady, strong whale accumulation. 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

Biotech looks like a sector that wants to trend higher. Biotech M&A drove a heavy-volume weekly move to the top of a multi-month range; it just needs some help from the macro environment. 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