TM TMO Thermo Fisher Scientific Loading... : Bullish and Bearish Analyst Opinions

Speaker describes a bull case thesis for TMO/DHR involving a pivot to semis, but does not personally commit to a directional view.

The author implies that non-AI names are broken and will be crushed to zero multiples, signaling a bearish rotation out of traditional stocks into AI.

The author expresses frustration with market valuations and poses a rhetorical question about selling AI positions to buy non-AI names, but provides no explicit forward-looking directional call.

The author poses a rhetorical question about valuation multiples for non-AI names versus selling AI positions, but offers no explicit directional view or trade recommendation.

TMO cheap at 19x earnings.

The author compares current semiconductor mania to the COVID-era biopharma bubble, warning that overextrapolation of innovation led to massive losses, implying similar risk for semis now.

The author compares current semiconductor mania to the COVID-era life sciences bubble, warning that overhyped assumptions could lead to a similar crash.

TMO (#7 in XLV) “has moved sideways for 5 years,” underperforming despite steady earnings growth from life sciences tools. A multi‑year consolidation often precedes a breakout; sector re‑rating would finally reward TMO’s fundamental stability. Thermo Fisher offers exposure to healthcare innovation (lab equipment, diagnostics) at a compressed valuation relative to its historical multiples. Slowing biopharma capex, post‑pandemic demand normalization, or geopolitical disruption to supply chains.

The author is bullish on bioprocessing and specifically recommends $DIM.FP as a long position due to equipment torque, attractive multiples, and tailwinds from onshoring CAPEX, biosimilars, and AI-driven innovation.

Watch TMO; stable life sciences and diagnostics; no material positive surprise from Sanmina’s call.

Thermo Fisher selloff is overdone.

The author suggests that the life sciences sector has reached a market floor.

The tweet implies positive growth prospects for the bioprocessing sector.

I just came from Thermo Fisher Scientific investing $2 billion in domestic manufacturing. Ford Motor Company announced a $2 billion assembly plant. Apple is spending $650 billion on new plants. GE Aerospace announced a $1 billion investment. All because of what we've done with the tariffs and with the deductions. Companies that aggressively onshore their supply chains and build domestic factories are the primary beneficiaries of the administration's America First industrial policy. 100% upfront expensing and tariff protections give these specific domestic manufacturers a structural margin and tax advantage over import-reliant competitors. LONG. These mega-caps are perfectly aligned with the administration's tax and trade policies, ensuring favorable regulatory treatment and lower effective tax rates. Retaliatory tariffs from foreign nations could negatively impact their international revenue streams.