Jun. 1 at 5:29 PM
$ABCL
Biotech euphoria is imminenet and the strongest horse is
$ABCL
$ABCL
is just getting started on the way
$60. This your 10X
If the AI biotech theme becomes a true institutional mania, the reason people get excited about names like
$ABCL
and
$RXRX
is exactly because they're still sitting around the
$1.5B to
$1.6B market cap range rather than already being valued at tens of billions.
The bullish argument is not: These companies deserve a 10x today.
The bullish argument is: If AI driven biology becomes the next dominant market narrative, where does institutional money go?
Many funds missed:
Early AI infrastructure
Early semiconductors
Early hyperscaler AI beneficiaries
Now they're searching for the next sector to teleport higher.
