BRKR
1 tracked call · 1 long · 0 short
first called by Dwarkesh Podcast 3mo ago
IN TRACKED PORTFOLIOS
LONG3mo ago
“And of course AlphaFold really isn't about AI. You know, a massive fraction of the success there is the Protein Data Bank. So it's X-ray diffraction, it's…”Dwarkesh Podcast
AlphaFold's value came from decades of wet-lab structural data, so the instrument makers that generate it capture the upside.
BRKRLONG@ $37.18
$61.72+66.02%
since call Apr 7
peak +75.5%