The AI Drug Discovery Theme?

MMMTWealth
08-11

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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