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Sarah Chen

Sarah Chen narrates this essay

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Biotech
equities
long-term
7/10

CRISPR Is Past the Hype Cycle — Now the Real Money Gets Made

February 4, 20261,560 reads29 comments

Gene editing has moved from 'revolutionary concept' to 'approved therapy.' The first CRISPR treatment is on the market. The second wave of companies is where the asymmetric upside lives.

Quick Take

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
#CRISPR
#gene-editing
#FDA
#innovation

Investment Angles

$CRSP
long
7/10
long-term

First-mover in approved CRISPR therapies

$BEAM
long
6/10
long-term

Base editing platform with differentiated pipeline

This content represents the published opinion of Sarah Chen and is provided for informational and educational purposes only. It is not a recommendation to buy, sell, or hold any security.

Discussion(29)

You
AR
Alex Rivera4h ago

Really well-argued thesis. The supply/demand data alone makes this compelling. I've been building a position in NEM for similar reasons.

JH
Jessica Huang2h ago

What's the biggest risk to this thesis? Seems like a sudden dollar strengthening or a deflationary shock could unwind the trade quickly.

MT
Michael Torres45m ago

I'd add that the geopolitical angle is underappreciated. Central bank gold buying isn't just about returns — it's about de-dollarization. That's a structural, not cyclical, shift.

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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