@bvlldhist_alt Can leverage this into their biotech innovations. $ABCL is a company that looks good. Haven't really deep dived into it and I am wary of the US biotech cycles which are a boom and bust story every single time. But prima facie, I feel ABCL has an opportunity here.
@bvlldhist_alt Thank you for such a detailed reply. This takes me to the point you made about drug invention, drugs innovation and solving the complexity. The thesis here is pharma companies that are into data collection and already have a platform can enjoy valuation premiums as Claude Science
@bvlldhist_alt Do you see no future for this tech? Starcloud is gung-ho on this. Nvidia already launched GPUs through starcloud in the orbit. Spacex following suit. Would love to know your thoughts on the viability. Especially from a science perspective
@darvasboxtrader I do respect your calls Mr Darvax. But just a disclaimer. This guy @insane_analyst has an amazing accuracy and he is a great fundamental analyst too.
@bvlldhist_alt Trying to follow sector experts and read up on new sectors like space, semiconductors and trying to understand where it might move in 2-3 years. Like space data centers, understanding co-packaged optics and also following you is my edge too😅