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SC
Sarah Chen
Finding tomorrow's breakthroughs in today's lab reports.
Technology
Biotech
AI/ML
Semiconductors
18.9K followers
Video introduction coming soon
Sarah Chen
63
Total Ideas
72%
Win Rate
+31.70%
Avg Return
18.9K
Followers
The AI Infrastructure Bottleneck Nobody Is Pricing In
Data center power and cooling infrastructure is the biggest bottleneck in AI scaling. Companies solving this constraint have massive pricing power and growing backlogs that the market is undervaluing.
Technology
equities
long-term
AI
infrastructure
data-centers
210015641
CRISPR Is Past the Hype Cycle — Now the Real Money Gets Made
With the first CRISPR therapy approved and more in late-stage trials, gene editing is transitioning from science fiction to commercial reality. The market is underpricing the pipeline breadth of second-wave companies.
Biotech
equities
long-term
biotech
CRISPR
gene-editing
156010329