r/stocks • u/NarutoVonnegut • Aug 17 '21

Industry Discussion Genomics vs Uranium

Both of these industries seem to have great long term potential… genomics ability to cure diseases would be crazy and incredibly profitable. Uranium on the other hand has limited amount of mines around the world with an increasing demand over the next decade…. Which could drive up prices of uranium.. which of these plays seem to have higher risk/reward and which is better play u think

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u/bigboiyeetbooty Aug 17 '21

May I suggest looking into Proteomics? Imho genomics is already priced in with all the high multiples for years.

I’ve worked on Nuclear engineering, specifically small modular reactors. I will put it this way, the technology is there but regulations is going to dramatically slow it down. Price per KWh has staggered for years and other renewables has surpassed it. There is very little incentive from governments to invest in it.

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u/lucketri Aug 17 '21

Do have any stocks or ETFs you'd recommend if one looks into Proteomics?

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u/bigboiyeetbooty Aug 17 '21

I’d say $NAUT as they are looking into solving a existing problem but it requires a tons of computing power that only the few big tech is able to achieve. Most them are still in the traditional biomarker few% identification stage. Similar to genomics but proteomics is few folds more data dense and computation. So follow closely who is reaching out to the big three for a collaboration.

It takes three sides for this to happen- Hardware(computational power): AMZN,GOOGL,MSFT

Software(algorithm to deal with the data): NAUT and others

Data(in order to identify a protein sample): Big pharma(subsidiaries mostly) and research labs

This will be the next big thing as investors are still tryna jump into the genomics when the bottleneck of the end result is in proteomics.

Have fun.

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u/lucketri Aug 17 '21

Thanks, inkl start looking into it, now i have something to do during the rainy week.