RXRX is a high-risk moonshot with potential upside from AI-driven drug discovery, but faces volatility and unreliable sales until a commercial hit occurs.

All right, guys. Um, it's time to wrap up the list, though, with um stock number three now, which is actually going to be our riskiest option of the three. Um, and it's kind of a moonshot play, uh, the moonshot option of the bunch, and that is Recursion Pharmaceuticals, ticker symbol RXRX,

who unlike Lily or Fizer, uh, Recursion is not a traditional big pharma giant with dozens of, you know, commercialized drugs already generating tens of billions in cash or some monumental pipeline in the triple digits, but rather this is an AI first biotech that was literally built from the ground up to replace manual wet lab biology with AIdriven machine learning.

For example, they run these automated robotics labs that perform millions of microscopic experiments every single week, generating pabytes of proprietary biologics data. And that super valuable data, by the way, is then fed into their massive supercomput called BioHive 2, which was originally the most considered the most powerful supercomputer in biotech, using hundreds of high-end Nvidia GPUs.

We're using that to build foundational models that can map out human disease networks and predict how compounds interact with disease cells. Well, this platform has already attracted some of the biggest names in the industry where they now hold multi-year contracts with giants like Ro Bear, Sanifi, um Brislers, Squib, Merc, and more.

And they're even deeply partnered with tech powerhouses like Nvidia, Google, and Tempest as well. And even inhouse, this AI platform holds a lot of promise for them, too. Their lead oncology program for example RAC7735 was designed and optimized in just 10 months by screening only 242 compounds which completely crushes the traditional biotech timeline of anywhere from like 3 to 5 years and having to you know go through thousands of compounds by comparison.

But like I said this is still the riskiest option of the three and it's not even close. uh mainly because of all of their um collaboration milestone payouts that can and very likely will be highly volatile and unpredictable with even their own in-house developments always being at risk of failure too.

Now the result is that we really have unreliable sales here at times with much bigger losses on the bottom line. And while analyst projections do at least predict a strong rebound in the in the stock price, um that stock has so far been a devastatingly terrible performer ever since they IPOed falling around 90% all time.

Now thankfully I purchased a very tiny amount well after that gigantic crash. So I feel totally fine, you know, holding this as a very small spec play for the future.

And I do think that it does have a lot of tremendous potential if they ever manage to release a commercial hit into the market. I think this could be a high-f flyier, but until then, it remains a high-risk but potentially highreward kind of moonshot type of play.