Ben Pouladian(@benitoz):Interesting post Fed day Our AI x Science basket is up 5.2% today. SPY is up 0.9%. We put this book up in August. It is the applied AI biotech stack. Thermo, Danaher, Illumina, Twist, Tempus, 10x, Schrodinger. The lab names. TWST, TEM, SDGR, and TXG led today. Markets still chase the model. We already owned the lab. Casper called 2026 an outstanding year on biotech and AI demand. Tempus is still running on data licensing. One year on this basket is about +97%. Today felt like the tape catching up. https://t.co/0sX01kkpKk The next inflection is the lab

Ben Pouladian

@benitoz

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

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Ben Pouladian@benitoz

2026.09.17 14:26

Interesting post Fed day Our AI x Science basket is up 5.2% today. SPY is up 0.9%. We put this book up in August. It is the applied AI biotech stack. Thermo, Danaher, Illumina, Twist, Tempus, 10x, Schrodinger. The lab names. TWST, TEM, SDGR, and TXG led today. Markets still chase the model. We already owned the lab. Casper called 2026 an outstanding year on biotech and AI demand. Tempus is still running on data licensing. One year on this basket is about +97%. Today felt like the tape catching up. The next inflection is the lab