Francesco Russo
๐Ÿ›‘ ๐Œ๐”๐’๐“ ๐‘๐„๐€๐ƒ: ๐€๐ฅ๐ฉ๐ก๐š๐›๐ž๐ญ ๐ข๐ฌ ๐’๐Ž๐‹๐•๐ˆ๐๐† ๐๐ข๐จ๐ฅ๐จ๐ ๐ฒ'๐ฌ ๐๐ข๐ ๐ ๐ž๐ฌ๐ญ ๐’๐ž๐œ๐ซ๐ž๐ญ! ๐Ÿงฌ๐Ÿ’Š Dear investors, Did you know $GOOGL (Alphabet Inc Class A) is quietly building the future of medicine? ๐Ÿคฏ I recently watched a fascinating documentary, "๐‘ป๐’‰๐’† ๐‘ป๐’‰๐’Š๐’๐’Œ๐’Š๐’๐’ˆ ๐‘ฎ๐’‚๐’Ž๐’†" by Google DeepMind, about their incredible 5-year journey solving a massive science puzzle. I highly advise watching it (link below)! ๐Ÿ‘‡ ๐–๐ก๐š๐ญ ๐ข๐ฌ ๐€๐ฅ๐ฉ๐ก๐š๐…๐จ๐ฅ๐? It is an AI model capable of predicting the 3D shapes of nearly all known proteins given only their amino acid sequence. This apparently is a huge thing in Biology because protein structure is at the base of everything in life. The shape of a protein dictates how it interacts with other molecules. By knowing the exact shape of a protein, you can design better drugs that attach more effectively to that proteinโ€”like a key fitting into a lock. The final goal? To be able to design medicines that will be able to cure all sorts of diseases. ๐Ÿ”‘๐Ÿš€ ๐Ÿ’ก ๐“๐ก๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐‚๐š๐ฌ๐ž: Now, if you look at the documentary, you will get a sense of how fast DeepMind made progress in this areaโ€”moving from an academic challenge to a tool that is now revolutionizing the pharmaceutical industry via Alphabet's spin-off, ๐ˆ๐ฌ๐จ๐ฆ๐จ๐ซ๐ฉ๐ก๐ข๐œ ๐‹๐š๐›๐ฌ. Imagine what can happen if they find a cure for cancer or other complex conditions? Where do you think Alphabetโ€™s stock price will go? This, in my view, will be a massive revenue source for the future that goes far beyond advertising. ๐Ÿ’ฐ๐Ÿ’ฐ๐Ÿ’ฐ So, even though Alphabet is currently trading at all-time highs, there is arguably much more risk in not owning the stock. The upside potential of "Digital Biology" is enormous, and most traditional valuation metrics do not factor this optionality in yet. We are witnessing the birth of a new era in drug discovery, and Alphabet is in the driver's seat. ๐ŸŽ๏ธ What do you think? Is drug design the next massive growth pillar for Alphabet? Share your thoughts below! ๐Ÿ‘‡ ๐‹๐ข๐ง๐ค ๐ญ๐จ ๐๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ: www.youtube.com/watch?v=d95J8yzvjbQ&t=4842s P.S. $GOOG (Alphabet) is a core holding in my portfolio which I plan to own forever. Follow for more insights like this! ๐Ÿ˜Š $NVDA (NVIDIA Corporation) $MSFT (Microsoft) $META (Meta Platforms Inc) $AMZN (Amazon.com Inc) $TSLA (Tesla Motors, Inc.)