For a period, space stocks could almost be modeled as a function of attention around launch events. If you simply kept up with launch schedules, you could often position ahead of the attention inflection. It was surprisingly easy what a little patience and calendar discipline did
Started a position on CLPT, QURE on gene therapy tailwinds.
Crossover from AI biology sleeve on WGS, but it's already a sizeable position so decided not to add.
momo capital should flow from semiconductors to AI biology so being early to this migration is asymmetric
I don't know enough about pharma to make binary outcome bets, so I think infrastructure is the efficient frontier - TXG, WGS, TWST
LLY is the canary in the mine
momo capital should flow from semiconductors to AI biology so being early to this migration is asymmetric
I don't know enough about pharma to make binary outcome bets, so I think infrastructure is the efficient frontier - TXG, WGS, TWST
LLY is the canary in the mine