Reddit Posts
Gold Miners: Still Cheap ($TXG.TO, $SBI.TO and $ALTN.L)
The Next Big Play- Longevity —10x Genomics (TXG)
Mining Industry's Strategic Shifts: Gold Reshuffling in Response to Inflation and Sanctions (CSE:ELEM, OTC:ELMGF, FSE:7YS)
Mining Industry's Strategic Shifts: Gold Reshuffling in Response to Inflation and Sanctions (CSE:ELEM, OTC:ELMGF, FSE:7YS)
Gold Reshuffle: Mining Industry Transforms Amidst Global Changes (CSE:ELEM, OTC:ELMGF, FSE:7YS)
$PACB: potential 5-bagger, long-ish writeup. re-posting from WSB bc y'all the real ones
$PACB: Cathie Wood is an idiot, but this is a 5-bagger. Long writeup.
$PACB: more than Cathie Wood's dumb ass will tell you
What do you think about the heavy insider buying + any potential value in Torex Gold Resources? TXG
Mentions
TXG absolutely ripping today
TXG was down over 50% from when I bought it at $18. Now I see it's climbed almost back to $17. BUT, I've only held for a year. I see TXG was almost $200 a few years ago, and here I am excited to break even at $18. I'd say the stock overall is a loss and I just got lucky with a dying spasm.
This probably won’t help you since I’m Canadian so I go for Canadian ones to avoid exchange fees on stocks but: IMG, EQX, NFG, GOLD, BTO, TXG, and GAU. GAU got hammered today but is still one of my best performers for the month at +55%. Just do a little research on some gold tickers in your country, shoot for some mid to low tier cost ones and alternate every week or so. I’ve been making stupid money on them this past month.
Answer from CHATGPT 🚀 1. **Symbotic Inc. (SYM)** **Sector:** AI + robotics + warehouse automation **Why I’m bullish:5-year thesis:** Symbotic could become the “Nvidia of logistics” as warehouses worldwide automate to keep up with e-commerce growth. # 🧠 2. Recursion Pharmaceuticals (RXRX)Sector: AI + biotechnology5-year thesis: If they succeed, they could shorten drug discovery from 10 years to 3—an industry revolution. # 🔋 3. Fluence Energy (FLNC) or Eos Energy (EOSE) **5-year thesis:** If either company perfects and scales their tech, they could become utility-grade energy giants—like “the next First Solar meets Tesla Energy.” # 🧠 4. SoundHound AI (SOUN)5-year thesis: Could become the “operating system for voice” across real-world environments. If AI proliferates into everything physical (cars, homes, restaurants), SoundHound has a real shot. # 🧪 5. 10x Genomics (TXG)5-year thesis: If precision medicine becomes the norm, 10x’s tech will be in every major research and clinical lab. # Honorable Mentions (Less speculative but high growth potential): * **UiPath (PATH):** Automation + enterprise AI * **Axcelis Technologies (ACLS):** Plays a key role in semiconductor manufacturing * **Global-e Online (GLBE):** E-commerce infrastructure for cross-border sales * **Supermicro (SMCI):** AI server infrastructure—still
Cathie is obsessed with TXG, bought every sip. Curious to see if this will eventually print
>10x Genomics (NASDAQ:TXG) is down ~27% in after-hours trading Tuesday after releasing preliminary Q3 revenue that came in below consensus. Year to date (not including the after-hours decline), 10x Genomics is down ~62%. LMAO
TXG is very intriguing. Debating on pulling the trigger and buying shares
Cathie Wood Goes Bargain Hunting - Motley ROKU NTLA TXG
Anyone know anything about 10x Genomics ($TXG)? I saw a personal video of someone who is really happy working there, and I'm always bullish on companies that highly competent engineers (this guy is such) want to work at for reasons beyond total comp.
Cathie Wood's ARK Buys TXG & RXRX, Sells 20K Shares of COIN
Cathie Wood's ARK Buys HOOD & TXG, Sells 402K Shares of ROKU
First off, other than maybe ILMN, the companies you’ve listed are all very nascent and therefore I’m very risky. If you’re just looking to 2x your investment, stick with more mature companies like TMO (more on them below). These other companies are small enough that, if it hits, you’re probably looking at 10-100x over a decade or less. I discuss this a bit later too, but suffice it to say, if you go that route, be ready to lose 90% of your investment. OK, on to the companies: ILMN is fairly mature sequencing tech, and therefore stands apart from the others. Another commenter already spoke on them, and I agree with their stance. You could throw a few other companies in that pool alongside PACB, such as Agilent, TXG, and Oxford Nanopore. These companies are primarily focused on still new-ish tech, and don’t have a moat anywhere near as deep as TMO, so somewhat risky. TMO, btw, has been growing pretty rapidly, is very stable, and is currently at a low, so it’s a much safer bet than anything else on this list. It also has a good track record for payout (IIRC 2x financials over four years or so, which is a big deal for such a mature company). The others are all therapeutics based on very new tech, and so are very risky. One or two of these (even one that isn’t listed), will probably hit it out of the park and explode. Some will get bought by the likes of PFE or Merck. Most will crash and burn. I currently own CRSP, but it’s a very small part of my portfolio. Held EDIT and NTLA very briefly but luckily dumped them before they really started crashing. After a fair amount of DD I ended up investing in VRTX instead. It’s a much more mature company with a more mature pipeline and decent IP that isn’t afraid to try out new tech. VRTX is partnering with CRSP on their CRISPR-based blood disease targeted therapeutics. In other words, they’ll bounce if CRSP hits a home run in this field, but also won’t collapse on a single strikeout. Out of all of the CRISPR-based therapeutics companies, CRSP probably has the easiest path to success given their focus on very well-characterized blood-based disease targets/pathways. That is to say, it’ll be much easier for them to clear FDA approval than anyone else.
My mom is from the DR. Also had nothing to teach me about finances. I’ve learned while developing my wealth that it’s important to start even when you don’t have much, and always be buying more over time. Eventually your portfolio will grow into something meaningful. Do you plan to add to your portfolio each month? I think you should drop any individual stocks here and use ETFs at this stage. When you consider buying individual stocks, you should have some thesis for why the stock excellent and you believe it will outperform the market. In particular, LAC and TXG don’t look very appealing to me, and I’ll save my explanation for why except to say they both look “overpriced” from my analysis.
Did Kathy Wood buy another load of TXG?
This. I can only see five companies from ARKK that I would actually invest in: DNA, BEAM, TXG, TWST, VERV
Except much more socially acceptable to say… Even in the real world, I run around yelling, “POSITIONS OR BAN!” and people just shout back, “GME 2/3 18c!” or “TXG 2/17 35c!” But just ask ONE female Supreme Court Justice to show her tits and you’re gonna get so much hate, you wouldn’t believe 👀
**$4k Challenge Account Update** I've called every local top this year within a dollar or so, with the exception of the true market top back in January which I was a few weeks early on. I called a short entry target this week of $409 on SPY and entered a SPY put for this account. If you entered puts at $409 you are still in the green despite the recovery today. But I'm less confident about this call than the others, due to the fact we are already 12 months into the bear market, and the trendline has already been tested 3 times. The longer a trend goes on the less reliable it becomes. I will wait for SPY to breach the trendline before I close my short however. Here is the $409 target comment and the updated SPY chart. [https://www.reddit.com/r/wallstreetbetsOGs/comments/z93c67/what\_are\_your\_moves\_tomorrow\_december\_01\_2022/iyes80w/?context=3](https://www.reddit.com/r/wallstreetbetsOGs/comments/z93c67/what_are_your_moves_tomorrow_december_01_2022/iyes80w/?context=3) [SPY Trendline Chart](https://i.imgur.com/9D1Ntco.png) The majority of the account is still in long breakout trades however. Had some good winners thanks to that big Fed spike. Some of these look very promising longer term, DOCS ENPH and BAND in particular, so I am holding them as a true swing trade with rising averages as a soft stop. If the market has indeed bottomed, you want to be in multiple aggressive setups to take advantage of it. Here are the charts of those setups: [BAND +20%](https://i.imgur.com/OfCRUOD.png) [TXG +11%](https://i.imgur.com/4gz9h3e.png) [DOCS +9%](https://i.imgur.com/XF4sG4F.png) [AZTA +7%](https://i.imgur.com/3ndvvHA.png) [ENPH +3% (purchased today)](https://i.imgur.com/jbezXxQ.png) I missed huge wins in both PSNY and PTON. Got stopped out of PSNY first day, and decided not to buy PTON for some reason. Would have gained over 30% on both those trades. Can't win them all of course. **Current account value: $11,000. Total % Return: 175%. Total SP500 Return: -2.9%**
The market continues to consolidate. A lot of stocks setting up for big moves. Best looking setup today is BAND. Price action getting very tight, wedged between the 200ma and rising 20. I'd like to get a fill around 19.40 if it dips. Second best, NRDS. Been watching this a few days and it is almost ready to break tightening range. Would also like to buy it at rising 20ma support, around 13.10 entry. Picked up DOCS, TXG, and AZTA yesterday. SPY will be a buy if it drops to around $392, any other action and I won't touch the indices. They are still in consolidation mode. Good luck everyone!
Looking at lots of potential buys this morning, lots of stocks setting up. DOCS, NRDS, AZTA, TXG, VCYT. Anticipation buys off support for most, but DOCS and NRDS are close to breakout.
I’m not qualified to give advice on this but I can tell you which ones I own. There are so many to choose from though and it is a risky sector. This is apparent by looking at the volatility of many biotech stocks. I have BLUE, HOLX, DVAX, NVAX, RCKT, HCAT, TDOC, TXG, PACB, YI.
TXG will double bio phds rave, biotech is never fundamentally pretty but runs off of hype. Where do I buy the calls it’s low volume, I would hold the contract for a year?
None since this is the first time I hear of them. My biotech watchlist so far is CRSP NTLA EDIT TXG RCUS AXSM NVAX TDOC But CRSP NVAX and RCUS are the only ones I did any thorough DD in and chose CRSP as the only one to have a position in (my entire portfolio is like 10, mostly value, companies I have big faith in)
TXG marching back up steadily at 3-5% per day to get back where it belongs.
I got called a shill for pitching TXG when it was at $35 3 weeks ago. Now it’s at $45 and change and headed back above $70 (approx. IPO price) before the year is up.
Wait, there’s someone intelligent and informed talking about Siga? What’s your most hopeful holding right now? I see TXG as absurdly undervalued.
TXG got cucked today. Long-term, it’s a gem. 💎🖐
Hot tip. TXG (10X Genomics) is an incredible company with ~$550m in annual revenue on products with ~90% profit margins. They invest heavily in product development, so they’re not yet profitable, but they really are the future of biomedical research and IMO will soon be incorporated into clinical practice. I’m long shares and I picked up a Feb. 2023 ATM call this morning on an overreaction to worse than expected Q2 numbers. Wish me luck and feel free to ask me questions about their tech. I have a PhD and I use their products and the data it yields regularly.
What should he buy with $49.52???? TXG?
I'm not familiar with TXG but doesn't surprise me cuz pharma is extremely volatile and unpredictable. Their stocks frequently jump high then collapse. Stocks are risky but pharma adds more risk in my experience
TXG is below the 2019 IPO price now.
I like the idea of a globally diversified portfolio but I feel most global ETFs have too much weight on the US market, so I made the following portfolio (UK based): Equities: (78%) * MEUD - Stoxx Europe 600 20% * SPXP - S&P 500 10% * CNX1 - Nasdaq 100 10% * CUKX - FTSE100 5% * VMIG - FTSE250 5% (instead of FTSE all share because of lower fees) * DRDR - Healthcare 5% * RENG - Clean energy 4% * GCLX - Clean energy 3% * RTWP - Russell 2000 (US small cap) 4% * VDPG - Developed Asia Pacific Ex-Japan 4% * HSEF - Emerging markets 3% * VJPB - FTSE Japan 3% * XDJP - Nikkei 225 2% Bonds (10%): * TP05 - US inflation linked 2% * JPBM - Emerging markets 2% * V3GS - Global corporate bond 2% * VETA - Eurozone bonds 2% * XGIU - Global inflation linked 2% Commodities (9%): * BCOG - All commodities 7% * SPGP - Gold producers 2% (technically equities but I am holding it as commodities in my mind) Other (3%): * IUKP - UK property 3% Any thoughts? I am planning to keep this long-term (reducing commodities once inflation comes down) and adding a bit every month. I also hold some stocks in individual companies (e.g. ONT, TXG, AMD, NVIDA, BMW) but, those are mostly for fun/learning and I am keeping most of my investment in ETFs.
Yeah she usually buys after big earnings drops, but I guess she saw something so bad in PLTR that she had to dump it. She bought TXG after the earnings dump.
Oh man, TXG. 10x-ing the losses.
ENPH, TXG, and ESPR in that order ESPR isn’t too bad tho I sold my initial investment for a profit prior to it crashing, now it’s just additional gains but red.
A colleague turned me on to WSB in late 2019, but I didn’t trade options until 2020. So far I have made a little money buying calls and puts on my favorite biotech stock (10x Genomics - TXG). But I am definitely retarded. I recently acquired my hundredth share of GME and I’m thinking about selling OTM covered calls. Probably weeklies between 400-800 when GME next hits ~225...which should be any day now 🤞
I bought into TMO, BIO, and TXG recently. 10X is the daddy of single-cell sequencing so I’m praying it’ll pay off in a few years… been holding BEAM as well and it dumped massively lately but I’m here long-term :’)
Cuisinart DBM-8 Supreme Grind Automatic Burr Mill https://www.amazon.com/dp/B00018RRRK/ref=cm_sw_r_apan_glt_fabc_ZJM58TXG2TAATRAG0T5T It's small, but it was on sale and gets the job done pretty well
Sad part is he meant to buy CRSP and TXG but fucked up the ticker, now he has to make these DDs trying to pump it back up.
*Occasionally* yes and have done very well at times but I think it increasingly feels like anything that's even a remotely noteworthy growth story is swarmed now. Bought PTLO and it was up like 65% in 4 days. Eventually that sort of appetite will stop. Healthcare IPOs were more appealing for a while - did well with GH and TXG - but feels like if those sorts of things ipo'd today they would have more attention and open differently than they did.
Moving to Tampa to add room for all her bags. There’s also PATH, TWTR, DKNG, EXAS, FATE, TXG, SKLZ… How innovative is a fund holding Twitter bags? 🤡
Cathie Woods Biotech Holdings: $TDOC $NTLA $CRSP $BEAM $PSTI $FATE $TXG $DNA $PACB $TWST
That applies to most IPO stocks as well. Take an etf like IPO consists of 73 different new stocks. YTD rtn is -0.4%, 1 mo is -.5%, 3 mo is -4%... Its top portfolio has SNOW, PLTR, PTON, COIN, DDOG, DASH, ZM, TXG... These non-Spacs are doing just as poorly. Some ultimately may break out. IMO just they have a good technology, some revenue. Just about every company is overvalued from what I can tell vs a decade earlier. Investor does better wait for the breakout news on earning like ZM given the condition was favorable. I was following Tsla from the beginning. Not convinced to own their stocks until they became icons of eVs. Start 2021 I am not so sure about its later stock prices other than they had a head start and prices of eV will come down with more competitors making them.
10X Genomics (TXG) is not your typical WSB play (mainly because the options chain is light and the bid-ask spreads are wide) but the company is very healthy and their technology is the best in the biz. Their margins are around 90% and they do about $500-600 million in annual revenue. They focus on characterizing individual cells at an unprecedented scale and depth, which enables researchers like me to better understand complex tissues like organs and tumors. They are a long term hold for me, but I also leverage with calls and hedge with puts when I think they are oversold (below ~$160/share) or overbought (above $195/share), respectively.
Was wondering if anyone has invested in TXG. I have been doing some research and it seems like a good company but I am by no means an expert in the Genomic field, though I have done some research in this as well. Any input would be much appreciated.
TXG is pretty promising from a tech standpoint, and they have a decent moat for a small, young company. They’re exciting in the same way ILMN was 10-15 years ago, with their platform basically becoming the standard for single cell seq experiments. They popped during the pandemic though, so may be overvalued currently. Oxford Nanopore is the other one on my radar right now. Pretty much everyone and their mother in the sequencing game is saying their tech has an edge over pretty much everything else wrt read length, ease, and efficiency. Also a decent moat for a small company. Just waiting for their IPO, which I’d expect to happen some time in the next year.
TXG’s recent earning call was very impressive, so of course the big players are dropping the price so they can increase their stake. I’m no paper-handed bitch so I’m holding my shares and hunting for the local bottom to buy a 2/18/2022 call (180-200 range). Should be easy money...?
We have the same thought process buddy, I have ARKG in my IRA. In my personal account I have bigger stakes in EXAS, NVTA, PACB, TWST and TXG. All their top conviction names in the fund and I've read their in-depth research on most of them. Mainly testing, reading, cancer screening and synthesis. I also bought some warrants in QSI (Proteinome Sequencing) they bought shares in and it counts Illumina as a share holder. Final genomics company is BEAM. The interview they did with David Liu was insane! He's also a founding member of EDIT. His break down of base and prime editing changed my thought process on the Crispr companies. Cas9 is mostly effective but the newer 2 technologies BEAM has I.P. over seem to have far fewer errors comparatively. I sold the 3 you owned for gains and doubled down on BEAM. Also some what in relatedly I own shares of TDOC, their 2nd biggest holding after Tesla. EXAS and TDOC revenue per share charts are hockey sticks and I'm hoping their research pans out and the rest follow.
"10x Genomics" (TXG) is a ten bagger. Even the name of the company is 10x.
Masa Son lost $75B when the dot com bubble popped and nothing's really changed. Softbank has actually had some successes (particularly in healthcare - TXG, GH) but they're overshadowed by big, media-friendly disasters - WeWork, now Didi. It's really very much "the occasional home run, some things that do well, some iffy bets and outright disasters" and Softbank shareholders have to hope that the first two make up for the latter two but in the meantime it seems like 10 steps forward 5 steps back a lot of the time, or 9 steps back in a downturn.
TXG is fantastic, i work on data generated from them (and also ILMN)
Here is a small majority of my holdings that have blown away the Snp500, for example, which are not obscure stocks by any stretch, and are easy enough (for me) to discover. YETI, SE, CDW, TXG, INMD, JEF, SNAP, JPM, etc, etc.
TXG legging up. My shares like it. My put hates it. Am I a hedge fund now?
I sold my TXG 8/20 200C yesterday and bought a 7/16 175P today to hedge my long (shares) position. I am SUPER bullish on the company in the long-term, but it looks like there’s a recurring dump every 2 months and we’re due for another one on July 6. If it happens, I’ll roll those profits into calls. Rinse and repeat. Come with me if you want.
So what is the pattern you see to trade on? I just saw it as less reliable genomic/biotech stock. With a lot of insiders selling. I would rather trade on PACB or TXG or one that has come back up a bit more since March. Idk. I don’t trade any of these tho
10X Genomics (TXG) starts shipping a new product today that enables whole transcriptome analysis of formalin-fixed samples with near-single-cell resolution. It’s a great addition to their existing lineup and IMO is poised to permanently disrupt molecular pathology. Position: Shares and an 8/20 200C https://www.streetinsider.com/dr/news.php?id=18543664
Wanted to get some thoughts on a fairly hot ticker here: BNGO. With gene therapy, I think we'll eventually figure out all of the congenital diseases and cure them. And targeted gene therapy is just now picking up steam and starting to show some good results. It's been sort of in its infancy, but like everything else, they're iterating and figuring out better tools. There are others like TXG, but I don't see that one get talked about. Plus Cathie Woods has been selling shares of TXG recently. Is BNGO really the best growth stock here in this sector?
TXG and CRSP is printing for me.
Don't worry. Like TXG this shit takes a nap and roars back.
I’m loading up on TXG shares. Company with tons of potential. Market dramatically overreacted (negatively) to matching earnings expectations. They’re suing the crap out of a competitor (NSTG) for IP infringement. Cathie Woods / ARKG has also been loading up on TXG and dumped NSTG earlier this year. That’s the extent of my DD capabilities.
**[LMAO imagine actually working](https://scontent-iad3-2.xx.fbcdn.net/v/t1.6435-9/179203593_3812248312204270_7414038470200175785_n.jpg?_nc_cat=108&ccb=1-3&_nc_sid=9267fe&_nc_ohc=w0aBD0TXG5QAX_iC2SS&_nc_ht=scontent-iad3-2.xx&oh=00f435bbfefd8bce4b7e818c98c9850a&oe=60BBF9E6)** "22 years of Great Service, Kim has decided it’s time for retirement. She will be missed! Join us in saying Thank you and Congrats to Kim as she starts her new journey." 22 years and all they get you is a fucking sheet cake LMAO long wmt for being so cheap
I’ve been in TXG all year and it was my constant money maker. Didn’t even have stop losses because I never worried about it. All gains erased yesterday plus some. I would say it’s at a more stable price now
Going to jump on TXG like a cat in heat.
Cathie is late with he email but I’m guessing she bought COIN PLTR. SKLZ. DKNG. TXG TWLO TWTR TDOC NVTA IONS SURF YW
TXG has dipped and returned twice this year. Same with CRSP. Enjoy the apocalypse while I keep making money.
These dips are fucking juicy. If CRSP falls below 100 today and TXG falls below 130 I will shoot a load into space.
TXG has been a steady earner for me for the past 3 months. Today it dumps nearly all my profits. Forgot to keep updating my stop losses I loved this stock so much
What do you think about TXG? It’s had massive gains but nobody is talking about it it’s a biotech company.
SoftBank just dumped a billion each into NVTA and PACB. I added to my positions there. PACB is gaining momentum in research. I just added to my EDIT and CRSP positions. CRSP just got 900M in cash and EDIT is the cheapest of the bunch. They’re all insanely expensive for revenue. Biotech isn’t for the faint of heart. Along this line, TXG is an amazing company but is trading at like 40 or 50x sales
Except for TXG which I sold at 161 right before it ballooned to just under 200.
Yes and this is only the DNA sequencing market. RNA sequencing applications are basically exclusively on Illumina. This includes the super hot single-cell RNA sequencing offered from TXG. These applications haven’t hit the clinic yet. I know Illumina’s revenue has basically flattened. But these tailwinds are BIG
Ditto. TXG? ILMN? PACB? I know them. Their reps are constantly around. BNGO? Somehow this “future of genomics” player is only used by very few labs. I know one guy who uses Saphyr because he does leukemia genetics and it’s useful to identify hard to find SVs on a research basis. But nobody’s gonna use this in the clinic.
Just crossed over it’s 69 day TXG marker too
I have a degree in molecular bio, and invest a lot in biotech. I honestly just follow the tech itself which can be really daunting if you don't have a background in it. I frequently read new publications, and if somethings interesting I'll set up alerts on it from Google Scholar/News. CRSP/EDIT/NTLA are an amazing buy. All companies focus on crispr which is easily one of the biggest discoveries of this century. There's a really complicated, and long battle over the patent for crispr. [Whoever has the patent will make a lot of money](https://imgur.com/a/I5CNOod'). I'm waiting for Caribou Biosciences to IPO, and buying into that as well. Other solid companies are TXG since they have a near monopoly on scRNA, ILMN is a classic that prints money, and for a darkhorse NVO for an anti-obesity drug that is currently in fast track stage 3 of FDA approval.
Not jackpot level, but 10x Genomics (TXG) is the market leader in single cell genomics. Their technology enables the study of complex tissues like blood, organs, and tumors at an unprecedented scale. They also made two acquisitions last quarter that will propel their in situ analysis pipeline and enable the study of biomolecules in a highly spatially-resolved fashion. I’m super bullish on the company long-term and think their market will only expand as their technologies continue to supplant existing methods. They sold off 2 weeks ago with the rest of biotech, but they are already recovering and IMO will beat their ATH soon. Position, I’m a researcher who uses their technologies, and I’m in for 50 shares and an 8/20 200c.
TXG is recovering nicely. My 8/20 200c is gonna be ITM in no time!
Don't forget TenXGenomics (TXG)
Idk man some miners are doing better than others, I have positions in ABX, CMMC, EDR, GPR, K , KRR, MAG, PAAS, and TXG. I'm only down on K and KRR because I opened a position in december. My CMMC and EDR positions are up tremendously, and the rest of my positions are trading around where I bought in. I dont know your positions but miners have been somewhat mild lately, not too much blood although no green either. Renewables is where people are getting REKT lol.. did you what happened to XBC today? Yikes. I think the US stimulus, as well as the small up tick in inflation data, are serving as a mild catalyst for gold. For the first time in months we saw a decoupling of the bond yield-gold relationship; bond yields went up quite a bit, whereas gold traded sideways. This could be the start of a consolidation period wherein the fundamental trade for gold takes priority over the technical trade against gold. Watch closely next week... especially with the fed's meeting coming up. If we see further consolidation at this level, I think that will show investors that we are forming a bottom.. big market players who believe in the secular inflation theory will jump into gold, for this is the right time to do so if there is consolidation at this level. Additionally, if the fundamental trade for gold promotes consolidation at this level, we may see miners stop trading as a surrogate for the spot price of gold, and we may see the miners trade based off their own fundamentals.. Virtually all miners are undervalued with a sustained gold price of $1700
Neither, I own shares in some mining companies; KGC, GOLD, TXG.TO, and KRR.TO
I am watching the genomic sector stocks. PACB, TXG, CRSP. Fuck CRSP is off 50%
Which single CRISPR is difficult to predict and I will not suggest one because no one can really predict it . There are multiple companies working on treatments based on CRISPR. CRISPR is a technology so each company may be working on a different disease indication. It is difficult to predict who will have a breakthrough first. If there is a breakthrough it will make you VERY rich but I will not recommend going all in on any one or few stocks in this field unless you are willing to lose a large amount of what is invested. Even identifying companies that started using the technology at a very early stage is pretty worthless because starting the race first by no means guarantees a first place finish. (The COVID vaccine is a good example. AZN was the first to develop the vaccine but due to multiple reasons the AZN vaccine is not yet approved in the US. Three others overtook them to approval) Genomic services/supplies stocks are the better bet now. They benefit from scientists trying while the genomic treatment stocks require scientists to succeed. : ILMN, TXG, TMO, A to name a few
"If you’re currently not invested, are you looking to buy any?" No. The amount of people piling into things like this solely because they were told "it's the future" concerns me and the combination of significant 10%+ stakes in a number of companies + a shareholder base that says it's "long-term" but will likely flee the moment there's a correction is not appealing. It also feels like there's WAY too high expectations for these funds after last year - which was really a rare kind of year. I very much like life sciences (have owned things like TXG from IPO) but sold some smaller holdings of smaller cos entirely this week - anything "disruptive" has been bid up like crazy and despite the pullback, it's still arguably crowded.
As a genomics scientist invested in ARKG, I can very confidently say that genomics is the future. You may say I am biased because I work in the field so take it with a grain of salt if you wish. But the power of genomics to understand diseases and help design personalized treatment options is astronomical. With that said, there are additional risks involved in companies that are trying to market genomic therapies as compared to traditional drugs (where the risk is high to start off with) . They can be a hit or a miss. This is there investing in an ETF is a wiser option as opposed to concentrating on one single company. Even as someone who understands this stuff, it is difficult to identify companies with higher likelihood of success. The genomic services companies on the other hand, have a more clear path to success. ILMN, TMO, TXG for example provide tools/services for genomic research so their success is not dependent on whether the research results in a marketable product. I would but such stocks at every possible dip even if it is a couple of shares here and there.
I would say some on the top of my list are PACB, ILMN, GH, NTRA, NVTA, and TXG. TMO is a behemoth of a corporation that owns a ton of biotech brands, and I think they stand to profit regardless of which genomics company comes out on top. This goes similarly for bio-rad (BIO) and agilent (A) as well.