equitybuy

DNA · Ginkgo Bioworks Holdings, Inc.

Ginkgo Bioworks (DNA) — synthetic-biology platform exposed to AI + biology themes. Today's move appears driven by sector flows and technical buying rather than company-specific news. We currently rate DNA as a buy via the cited source (confidence 0.60) but note meaningful execution and financing risk.

Opportunity
29 / 100
Current score
0.39
Thesis calls
5
Active ticker theses
3

Recent proof-backed thesis calls

Most recent call: buy via How to Use the AutoPilot App - Follow My Trades Automatically (Step-By-Step) from https://www.youtube.com/@InTheMoneyAdam (confidence 0.60). The thematic view emphasizes AI + synthetic biology as a long-term basket rather than a near-term catalyst.

Stanford Onlineyoutuberight

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 / 100Observed price: $7.91 on 2026-07-17Return: -10.47%
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 / 100Observed price: $10.32 on 2026-05-07Return: 12.96%
Source: DNA 10-Q report for 2026-03-31
Peter H. Diamandisyoutubewrong

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 / 100Observed price: $6.82 on 2026-04-07Return: -22.12%
Source: AI + Synthetic Biology: The Most Transformative Technology in Human History | Ben Lamm (Colossal)
ARK Investyoutubewrong

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 / 100Return: -30.95%
Source: Big Ideas 2026: Multiomics
InTheMoneyyoutuberight

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 / 100Return: 1.14%
Source: How to Use the AutoPilot App - Follow My Trades Automatically (Step-By-Step)

Latest market-close explanation

DNA rose +2.38% to $10.32 on slightly higher volume (+6.8%) with a $9.73–$10.64 intraday range. No clear company catalyst — move likely reflects sector flow and short-term technical buying. Watch follow-through on higher volume, resistance near $10.64, and support around $10.00–$9.73.

2026-07-24unavailable

No market-close explanation is available for `DNA` on 2026-07-24 because usable price history was not available. Reason: no_market_data.

Current stance

Current recommendation: buy. Rationale: short-term technical uptick and thematic exposure to multiomics/AI-enabled synthetic biology; conviction tempered by high execution and financing risk.

Recommendationbuy
Authors5
Active ticker theses3
Latest pricen/a
Why now
  • buy via How to Use the AutoPilot App - Follow My Trades Automatically (Step-By-Step) from https://www.youtube.com/@InTheMoneyAdam (confidence 0.60)
  • risk via AI ‘molecular CAD’ spend increases, but monetization is slower than hype due to FDA/clinical gating; prefer picks-and-shovels plus selective platform leaders. from https://www.youtube.com/@stanfordonline (confidence 0.46)
  • beneficiary via AI + synthetic biology remains a long-term thematic basket rather than a near-term catalyst from this source. from https://www.youtube.com/@peterdiamandis (confidence 0.25)

Unlock full asset monitoring

Follow updates and monitor volume and key levels. For the cited buy call, see the linked YouTube source and review disclosures before acting.