Introduction: Beyond the 'Magnificent' MonikerThe Allure of the Label In the realm of finance, as perhaps in nature itself, we often seek simple labels for complex phenomena. Friedrich Nietzsche, reflecting on the concept of a 'leaf', observed our tendency to equate the unequal, abstracting away individual differences to form a generalised idea. He mused that we might imagine an "original form" of a leaf, from which all real leaves are merely imperfect copies. In the world...

Introduction: Beyond the 'Magnificent' MonikerThe Allure of the Label In the realm of finance, as perhaps in nature itself, we often seek simple labels for complex phenomena. Friedrich Nietzsche, reflecting on the concept of a 'leaf', observed our tendency to equate the unequal, abstracting away individual differences to form a generalised idea. He mused that we might imagine an "original form" of a leaf, from which all real leaves are merely imperfect copies. In the world...

In the dim light of my home office, three screens illuminate conflicting narratives about our financial future. Each tells a story so divergent from the others that they might as well be describing different universes.The Voices of ProphecyKatie Martin in The Financial Times warns of dangerous waters ahead. Her thesis Trump’s return casts long shadows over economic policy potentially resulting in markets entering a period of unprecedented uncertainty. Her’s is a sobering reminder that markets...

In the dim light of my home office, three screens illuminate conflicting narratives about our financial future. Each tells a story so divergent from the others that they might as well be describing different universes.The Voices of ProphecyKatie Martin in The Financial Times warns of dangerous waters ahead. Her thesis Trump’s return casts long shadows over economic policy potentially resulting in markets entering a period of unprecedented uncertainty. Her’s is a sobering reminder that markets...

Photo by Brandi Alexandra on UnsplashA Tale of Two ChartsIf you’re looking for a stock that embodies the phrase “biotech volatility,” look no further than $RXRX. Over the past year, Recursion Pharmaceuticals has taken investors on a wild ride, plummeting from lofty highs near $16 to scraping lows around $6. But wait – there’s more! Zoom into the last month, and you’ll see a flicker of hope as the stock attempts to claw its way out of despair. Is this just another dead-cat bounce, or is $RXRX ...

Photo by Brandi Alexandra on UnsplashA Tale of Two ChartsIf you’re looking for a stock that embodies the phrase “biotech volatility,” look no further than $RXRX. Over the past year, Recursion Pharmaceuticals has taken investors on a wild ride, plummeting from lofty highs near $16 to scraping lows around $6. But wait – there’s more! Zoom into the last month, and you’ll see a flicker of hope as the stock attempts to claw its way out of despair. Is this just another dead-cat bounce, or is $RXRX ...

Riding the AI wave, navigating risks and testing investor patience a company at the crossroads of immense opportunity and significant challenges. The stock’s wild ride over the past year mirrors this duality. Driven by AI demand and a partial price rebound it remains a high-risk, high-reward play.TL;DRA High-Stakes Bet on AI InfrastructureThe Opportunity: Positioned itself as a key player in AI-driven computing, with explosive revenue growth (109% in FY 2024) fuelled by demand for high-perfor...

Riding the AI wave, navigating risks and testing investor patience a company at the crossroads of immense opportunity and significant challenges. The stock’s wild ride over the past year mirrors this duality. Driven by AI demand and a partial price rebound it remains a high-risk, high-reward play.TL;DRA High-Stakes Bet on AI InfrastructureThe Opportunity: Positioned itself as a key player in AI-driven computing, with explosive revenue growth (109% in FY 2024) fuelled by demand for high-perfor...

In the high-stakes world of pharmaceutical development, where bringing a single drug to market traditionally costs billions and takes over a decade, Recursion Pharmaceuticals (NASDAQ: RXRX) is pioneering a radical new approach. Their weapon of choice? An artificial intelligence platform that’s turning the industry’s “fail slow, spend more” paradigm on its head. ShareThe Art of Failing FasterRecent data from Recursion’s platform reveals a counterintuitive truth about successful drug discovery....

In the high-stakes world of pharmaceutical development, where bringing a single drug to market traditionally costs billions and takes over a decade, Recursion Pharmaceuticals (NASDAQ: RXRX) is pioneering a radical new approach. Their weapon of choice? An artificial intelligence platform that’s turning the industry’s “fail slow, spend more” paradigm on its head. ShareThe Art of Failing FasterRecent data from Recursion’s platform reveals a counterintuitive truth about successful drug discovery....

Biology meets AIWhat if the cure for cancer or Alzheimer’s could be discovered in months instead of decades? This is not just a dream – it’s the promise of AI in drug discovery. The intersection of biology and artificial intelligence (AI) is an area I’ve recently found fascinating. As someone exploring this space not just as an investor but as a believer in technology’s power to change lives, I find AI’s potential in healthcare nothing short of extraordinary. As I’ve delved into online resear...

Biology meets AIWhat if the cure for cancer or Alzheimer’s could be discovered in months instead of decades? This is not just a dream – it’s the promise of AI in drug discovery. The intersection of biology and artificial intelligence (AI) is an area I’ve recently found fascinating. As someone exploring this space not just as an investor but as a believer in technology’s power to change lives, I find AI’s potential in healthcare nothing short of extraordinary. As I’ve delved into online resear...