Today’s issue in preview:
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The public isn’t wild for this tech theme yet, but it’s just a matter of time
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A bullish new development for the biotechnology megatrend
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Declining drinking rates send alcohol giants to new lows.
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A bullish sign for AI: Vertiv reaches an all-time high
The public isn’t wild for this tech theme yet, but it’s just a matter of time
Credit: Kinwun
On October 23, 2024, I sent a bullish research note on quantum computing stocks to friends and colleagues, saying it was a “trend that could catch fire.”
And catch fire the sector did.
Just after my note went out, the market’s four relevant quantum computing stocks collectively soared by more than 1,100% in less than two months. It’s one of the largest theme-focused rallies in stock market history.
Quantum computing is a bleeding-edge technology that promises supercomputers more than 1,000 times faster and more powerful than today’s most expensive supercomputers.
The sector’s extraordinary run in late 2024 demonstrated a stock market phenomenon that can make you a lot of money over the next decade. It showed that to profit from some of the market’s biggest winners, knowing which themes other people could go wild for is often more important than knowing intricate details about the themes themselves.
In 2024, I was not an expert in quantum computing technology. I knew it was a potentially revolutionary technology with a huge potential market. I knew it was in the process of being commercialized. But most importantly, I knew it was a highly compelling tech theme that both retail and institutional investors could get very excited about. That was the key thing to know when it came to making money in quantum computing stocks.
It’s often more important to know one big thing about people than to know a hundred small details about an industry. I care less about my interpretation of a market’s fundamentals than I do about other people’s interpretations of the fundamentals. I don’t see what I do so much as “trading stocks” but as “trading other people.”
This trading framework was behind another winning call in my recent past: Air taxis.
In June of last year, I sent a research note to friends and colleagues where I said the air taxi theme could “explode higher.” Air taxis are another bleeding-edge technology with incredible potential and a massive market. We’re talking flying autonomous cars here. Cheap helicopter rides to the airport, the concert, the game, downtown, etc. It’s another theme the investment public can go wild for.
Soon after my note, air taxi leader Joby Aviation (JOBY) exploded 135% in about one month. But given how new and unproven air taxis are, Joby and its air taxi counterpart, Archer Aviation (ACHR), have experienced downturns since mid-2025.
Keep air taxi stocks on your radar, however. This is still an investment theme the public can go wild for. I believe it’s just a matter of time before Joby and its air taxi competitors enjoy another big rally.
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An important and bullish new development for the biotechnology megatrend
Credit: Oselote
The market just gave a big seal approval to the biotech theme. Ligand Pharmaceuticals (LGND) just advanced to a new all-time high.
Regular readers know the biotechnology theme is one of our highest-conviction long-term investment themes.
On August 18, I sent a research note to colleagues outlining my bullish view of the sector’s price action. Since then, I’ve written more than a dozen updates on the biotech bull market. Over the past six months, the sector has outpaced the S&P by an incredible 33.5% to 3%.
The biotechnology sector is full of companies working on cures and treatments for hundreds of diseases. When investors grow interested in this industry, the returns can be incredible. During the last biotech bull market, the sector soared 300% over four years.
Since biotech has performed poorly since 2021, most investors are indifferent to it. But I see major potential here. This industry could start regularly generating stock market doubles and triples.
The fusion of AI plus biology will generate dozens of compelling stock narratives over the coming years. Researchers running super-intelligent AI programs will be able to run millions of digital simulations for drugs and treatments. This will put medical innovation into overdrive… and create many big stock market winners.
Companies that leverage AI to “crack the code” for various diseases, treatments and drugs will enjoy 100%… 500%… even 1,000%+ stock rallies.
In many cases, these rallies will happen thanks to stories and potential… rather than a company generating revenue or earnings. Capitalizing on many of today’s biggest stock market trends means focusing on promise over profits. The biotech sector holds the potential for both.
Ligand isn’t a household name, but it’s an important stock inside the biotechnology theme. Ligand isn’t actually a drug developer or cutting-edge laboratory. It’s more of an investment company than a traditional biotech firm.
Instead of developing drugs in-house, Ligand funds the development of many early-stage drugs with various companies, in return for royalties on future sales when successful treatments are brought to market. It’s an “asset-lite, highly scalable” business model that is attractive to investors.
In 2025, Ligand’s revenue from royalties and licenses increased 60% versus the previous year. Shares have gained 115% over the past year and just reached a new all-time high. This is a big seal of approval for the biotech theme as a whole.
Market Notes
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Alcohol giants Diageo (DEO) and Brown Forman (BF/B) both reached a new one-year low today. The booze industry is suffering from a decline in drinking rates.
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Shares of banking giant Wells Fargo (WFC) reached a new six-month low today.
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Our recommendation to own Brazilian stocks continues to pay off. Brazilian energy giant Petrobras (PBR) reached a new one-year high today.
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Fertilizer giant Nutrien (NTR) reached a new one-year high today. Operation Epic Fury is disrupting global fertilizer shipments, which makes Nutrien’s production more valuable.
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AI infrastructure giant Vertiv (VRT) reached a new all-time high today. The bull market in AI continues.
Regards,
Brian Hunt
Editor, Money & Megatrends
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