Twist Bioscience's upside is still quite nicely linked to AI-enabled design and discovery despite its run. Citrini acknowledges that run; Twist is hardly asymmetric or underappreciated here. x.com 

Twist Bioscience has real explosive upside in the AI science basket because it makes biology programmable. Its Anthropic partnership, with Claude in the loop, is already rerating the stock, and it just opened a wet lab in San Francisco. AI is moving from code into the physical sciences, and despite the jump on Google news, it is still early. x.com 

Twist Bioscience looks more like a bubble than an investment case, even though it could benefit as AI multiplies drug candidates and pushes value up the biotech chain. It led the 2021 biotech bubble and still loses money, so buyers pay for the story, not the business. The same AI thesis is simpler and cheaper to own in vertical market software, through serial acquirers such as Constellation Software and Topicus, which gain more acquisition targets as software gets cheaper to build. 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 

Pharma, biotech and genomics stocks could benefit as frontier AI accelerates drug design, which may help explain the health sector's recent strength. Anthropic's Mythos 5 sped up parts of its protein design work about 10x, proposed an E. coli binding mechanism later validated by an outside lab, and beat purpose-built models on AAV gene therapy predictions. Biology capabilities appear restricted and Anthropic plans its own drugs, so the gain depends on pharma eventually adopting such models. … 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

Iambic's R&D split and the basket's returns show why data-generating lab work matters more than compute in applied AI biotech. Iambic's S-1 puts about 8 cents of its 2025 R&D dollar into compute, 31 into discovery and the lab, and 28.5 into the clinic. After two months, the basket rose 20.5% versus -0.2% for the S&P 500 and -4.8% for biotech. Data-producing names rose 33.5%, or 16.8% without Moderna's readout day, versus 9% for bioprocess and reagents. The market bought the data. x.com 

Twist Bioscience is squeeze material, with a small float and 19% short interest. It is a former IBD sector leader and a rare biotech with revenue. x.com 

Twist Bioscience is not a bet worth taking at about 25x sales. @FredaDuan's pitch that AI drug discovery makes it a bottleneck trade, with Twist expecting triple-digit growth in AI-enabled drug-discovery orders in FY26 and again in FY27, is clickbait. x.com  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