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DNA · Ginkgo Bioworks Holdings, Inc.

Trust-weighted public proof page for DNA. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity
22 / 100
Current score
0.27
Thesis calls
5
Active decisions
3

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

Stanford Onlineyoutubeopen

Stanford course talk frames an “AI supercycle” application thesis in life sciences: AI as a CAD suite for molecules that compresses early discovery/optimization, but with long real-world lags driven by IND/FDA timelines. It also references GLP-1s as an example of blockbuster economics and highlights that large pharma may reinvest windfall cash flows into computational/drug-design platforms or acquire tool/platform companies.

Mentioned: Jul 17, 2026, 2:16 PM EDTConviction: 46 / 100
Source: Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Applications, AI in Life Sciences

This excerpt is only the cover/header portion of Ginkgo Bioworks’ Form 10-Q for the quarter ended 2026-03-31 and does not include financial statements, MD&A, guidance, risk updates, liquidity details, or any disclosed events. As provided, it offers minimal tradable information beyond confirming the filer, date, and ticker/listing (DNA on NYSE).

Mentioned: May 7, 2026, 4:13 PM EDTConviction: 15 / 100
Source: DNA 10-Q report for 2026-03-31

Interview/podcast with Colossal Biosciences CEO Ben Lamm discussing AI-enabled synthetic biology, de-extinction, biodiversity preservation, plastic pollution solutions, and “living products.” Colossal is private, and the content appears promotional/educational rather than a public-company news catalyst. Public-market relevance is mainly thematic for synthetic biology, genomics tools, sequencing, lab automation, and AI-drug-discovery names.

Mentioned: Apr 7, 2026, 11:36 AM EDTConviction: 25 / 100
Source: AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)
ARK Investyoutubeopen

ARK’s Big Ideas 2026 (Multiomics) segment outlines the investment case for “multiomics” (integrating genomics, transcriptomics, proteomics, etc.) as biology moves from single-layer measurement to multi-layer data + computation. The talk highlights downstream implications across (1) data generation (sequencing/single-cell/proteomics platforms), (2) diagnostics (earlier, cheaper, more precise testing), (3) drug development (better target ID/stratification), and (4) therapeutics (more precise, pote

Mentioned: Mar 16, 2026, 8:31 AM EDTConviction: 35 / 100
Source: Big Ideas 2026: Multiomics
InTheMoneyyoutubeopen

Promotional/how-to content for the AutoPilot app that mirrors the creator’s trades into a user’s brokerage account. Includes affiliate/payment disclosure and general investing-risk disclaimers. No specific portfolio holdings, trades, catalysts, or publicly traded companies are identified in the provided text.

Mentioned: Nov 21, 2025, 11:02 AM ESTConviction: 60 / 100
Source: How to Use the AutoPilot App - Follow My Trades Automatically (Step-By-Step)

Current stance

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Active decisions3
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