NVDA
NVIDIA
-- 127.510 TSLA
Tesla
-- 298.920 PLTR
Palantir
-- 87.330 HIMS
Hims & Hers Health
-- 40.430 TEM
Tempus AI
-- 58.515 
Buy & Hold.
Until it reaches the point of being delisted, or around $500, we will thoroughly adhere to the Buy & Hold strategy. (Considering the relationships with the government, Palantir, Google, Cathie Wood, and Bill Gates, once it has reached this point, the possibility of delisting is almost nonexistent...)
It is often a concern that it will end up like Amyris, which filed for bankruptcy last year, but since the failure was due to a consumer brand, I don't think it will follow the same path. With remaining cash of $0.9 billion, I believe there will be no issues for at least about 2 years. In fact, such low-level discussions are no longer relevant.
Although the performance is still lacking, it is evolving rapidly.
The utilization of AI through the partnership with Google (considering that Google developed AlphaFold) is surprising. What's remarkable is that Shyam Sankar, who became the chairman of Ginkgo Bioworks in August last year, has held various positions at Palantir and is widely knowledgeable in AI, becoming the chairman. (He is currently also the Chief Technology Officer at Palantir). Additionally, in February of this year, the Ginkgo Technology Network was established, finally starting in earnest.
Currently, it continues acquisitions and partnerships at a dizzying pace, with biofab1 set to be completed at the beginning of next year. (Considering the visit of the U.S. government to biofab1 in February this year. The government is supporting Ginkgo wholeheartedly due to viewing the development of biotechnology in China as a threat.)
In the next 5 years, Foundry and biofab1 seem to be heading towards something incredible, which is exciting. Perhaps the revival of dinosaurs is not just a dream. While it's mentioned as 5 years here, it's probably achievable in 3 years, at the latest 4 years, reaching a level similar to NVIDIA. Like NVIDIA, it will become a pickaxe-like presence for digging up gold nuggets.
Biopharmaceutical companies tend to receive attention, but this company will become the core for solving food crises and climate change. Biofood must inevitably develop in the future. If you don't like it, there is no choice but to eat insects. Also, there was news that even in Antarctica, bird flu is starting to occur, and the next virus after COVID-19 will also come in a few years.
If it doesn't grow, it will be a very troublesome company for the earth and humanity, just like Tesla.
Future increases will come with the acceptance of biotechnology by those who resist gene editing for some reason while getting vaccinated with mRNA vaccines and eating popcorn at the movies, as semiconductor settles down and explosive growth will come at the timing of further evolution of AI. Let's all strengthen our grip and hold on.
By the way, I plan to complete the purchase of at least 10,000 shares by the end of the year.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
アキバのヨッシー : The ARK ETF managed by Kathy Wood is traded daily on 2024/7/1 (Monday)
0.88 million6138 shares of GinkGO Bioworks Holdings Inc were sold for approximately 0.3 million dollars through the ARKK ETF. The selling trend from the previous session has continued.