XLV
4 tracked calls · 4 long · 0 short · last 90d: 3L/0S
first called by Jordi Visser 6mo ago
LONG4d ago
“we think that healthcare is the most profound application of AI from a drug discovery point of view... identifying and diagnosing diseases... and then adding in CRISPR gene editing. We are seeing cure”ThreadGuy
AI and CRISPR are converging to literally cure diseases and collapse drug discovery timelines to under 18 months, making healthcare the ultimate AI winner.
XLVLONG@ $166.72
$165.78-0.56%
since call Jul 27
peak +2.7%
LONG4w ago
“given the duration risk let's call it I believe and it's paying off today I think the last I checked uh you know healthcare and uh staples and kind of these more defensive sectors are going to be um t”Forward Guidance
The Fed just slashed its policy guidance to 170 words, killing the market's safety net and forcing investors to hide in defensive healthcare stocks.
XLVLONG@ $164.15
$165.78+0.99%
since call Jun 29
peak +4.5%
LONG1mo ago
“The capital that exited the chip complex didn't leave the market, rotated into healthcare and financials … I see good likelihood of rotation, rotation…”Jordi Visser
Capital exiting chips rotates into healthcare; healthcare comes back to life as the new leadership.
XLVLONG@ $150.89
$165.78+9.87%
since call Jun 7
peak +9.9%
LONG6mo ago
“It signals AI in healthcare is moving from experimentation to infrastructure … for the bigger health companies, which are bloated, it's going to help for sure.”Jordi Visser
Healthcare sector will outperform as ChatGPT Health makes AI infrastructure for big health firms.
XLVLONG@ $157.81
$165.78+5.05%
since call Jan 18
peak +7.8%