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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Jan 31 LONG Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
Google DeepMind's AlphaGenome is poised to "cut the timeline for personalized gene therapies by years" and accelerate disease understanding. Neuralink's progress in BCI, particularly "VOICE" and "Blindsight" with FDA Breakthrough designation, indicates significant advancements in treating neurological and sensory disorders. These AI-driven breakthroughs in genomics and neurotechnology will act as powerful catalysts for the entire biotechnology and medical device sectors. Faster drug discovery, more precise diagnostics, and revolutionary treatments for previously untreatable conditions will drive innovation and revenue growth for companies operating in these spaces. Long the Biotechnology/Genomics sector via ETFs, anticipating accelerated innovation, reduced R&D timelines, and expanded market opportunities driven by AI tools like AlphaGenome and BCI advancements. Regulatory hurdles for new therapies, clinical trial failures, intense competition, and the long development cycles inherent in biotech. Chamath Palihapitiya
Neuralink's 21 Telepathy Trials in 2 Years