The AI Drug Discovery Theme?
95% of X is focused on semis, photonics, and memory it seems?
What about the AI drug discovery theme?
-> $AbCellera Biologics(ABCL)$ +55% in a week.
-> $Tempus AI(TEM)$ still wildly undervalued, especially post $Microsoft(MSFT)$ partnership.
-> $Eli Lilly(LLY)$ as the $1.1T (future -> $4T drug discovery leader).
What about the critical minerals/materials/metals theme everyone on X went crazy about last year and then forgot about?
-> $Global X Copper Miners ETF(COPX)$ is likely no longer a cyclical metal imo post global shift towards EVs, renewables, grid modernization, and data centers.
-> $iShares Silver Trust(SLV)$ probably is still one of the more under discussed metals as part of the AI revolution.
-> Rare earths ($MP Materials Corp.(MP)$, $USA Rare Earth Inc.(USAR)$, $Energy Fuels(UUUU)$) is still one of the biggest national security risks ahead of the robotics revolution. The US is still 100% reliant on imports for niobium.
-> Scandium / $Scully Royalty(SRL)$ / $Sunrise Energy Metals Ltd.(SREMF)$ is actually the most underdiscussed metal here for how vital it is.
Going to just include $Invesco Solar ETF(TAN)$ in this section too.
What about the AI application layer? The layer that wins in the end will be the layer closest to the end user.
-> It's why $Lemonade, Inc.(LMND)$ is a big position for me.
What about LatAm?
What about Uranium?
What about the layers to robotics? Actuators/bearings/perception.
Just a friendly reminder that there are big gains elsewhere than just photonics (also very bullish on).
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