Ian Bezek on X
@valuedrift It's been trading almost 1:1 with whatever has been going on with $ARKG/speculative bios bucket. But yes, intellectually you are correct.
BATS
ARK Genomic Revolution ETF
ARKG
3 stories
Unknown Market cap
Farmer on X
When is the correct time to short $ARKG? https://t.co/BcdIJj37oj
David Orr on X
I privately told a few fund managers I respect these investing themes/theses privately: "AI is going to drive far more medical/biotech research in pursuit of age reversal technologies than we had before. In fact, at least a couple of these are reasonably likely to be the most valuable companies on the planet in 10-20 years." and related, "Many of the old medical research companies are dinosaurs, since their tech will not keep up with the new age of AI driven medical research." I told them this at the start of 2025, and for example mentioned they avoid shorting $ARKG type stocks. I could tell they thought I was completely retarded, out of my mind, etc. A couple thoughts: 1. I bet those people don't think the idea is stupid at all today. and 2. Having a thesis that seems insane but is often wrong is *awesome*. It's a heads you win, tails you lose nothing situation. Besides $MEDP long, I didn't really know how to play the idea other than avoiding a bunch of shorts. These are theses I still very much believe today, and still today I don't see people talking about them.
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Companies the stories above are also about, besides ARKG.
