đź“ş YouTube: https://teapawt.net/t.co/fGyFt2HsUf đź—žResearch: https://teapawt.net/t.co/vXSBMCq8Gc
London, England
Joined August 2018
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The AI infrastructure boom may ultimately become a power story. As data centres search for reliable sources of electricity, nuclear is moving back into focus. We look at $OKLO, $SMR and $UEC, three very different ways to gain exposure to the theme: cmcaureon.substack.com/p/thr…
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The SaaS AI trade is entering a new phase. Enterprise demand is rising quickly, but the key investment question is becoming who can actually monetise it. We compare $CRM, $NOW and $SAP, and where the strongest evidence of AI-driven growth is emerging: cmcaureon.substack.com/p/saa…
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The next big agentic AI opportunity may sit in the software behind the agents - the companies providing the platforms that orchestrate, govern and connect autonomous agents. As the RPA market expands, we examine three smaller-cap stocks positioned to benefit: cmcaureon.substack.com/p/thr…
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Building a business over nearly four decades means knowing when to adapt, invest and take risks.
In our latest interview, Lord Peter Cruddas reflects on 37 years of building CMC Markets, including his decision to back the internet despite warnings it could bankrupt the company. He also shares his perspective on entrepreneurship, AI and the opportunities he sees ahead for CMC Markets.
Watch the full conversation: youtube.com/watch?v=h5BH3S9X…
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AI’s growing power needs are putting geothermal back on the map. With Google signing a major 396MW deal with Fervo $FRVO and Ormat $ORA expanding its geothermal and storage footprint, we look at two very different ways to play the theme: cmcaureon.substack.com/p/geo…
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Sterling Infrastructure has more work than it can currently handle. With $STRL’s backlog up 116% year-on-year but capacity constraints limiting growth, we examine whether the 46% pullback is a warning sign or an opportunity: cmcaureon.substack.com/p/is-…
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Radiopharmaceuticals are emerging as one of precision medicine’s fastest-growing markets, reshaping cancer imaging and treatment. We look at three different ways to gain exposure to the theme: cmcaureon.substack.com/p/thr…
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Japan is targeting 10m AI-powered robots by 2040 as it looks to rebuild its leadership in industrial automation.
Fanuc, Kawasaki Heavy and Yaskawa Electric sit at the centre of that effort, alongside Nvidia’s push into physical AI.
The question is whether physical AI can shift the cost equation and help Japan regain competitiveness in robotics. Read our full analysis: cmcaureon.substack.com/p/can…
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China already sets the pace. It accounted for 54% of global robot installations in 2024 and is reportedly able to manufacture robots at least 20% more cheaply.
Japan has been losing share, even as global demand for automation continues to grow.
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China already sets the pace. It accounted for 54% of global robot installations in 2024 and is reportedly able to manufacture robots at least 20% more cheaply.
Japan has been losing share, even as global demand for automation continues to grow.
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Semiconductor stocks have had a rough few weeks, with investors questioning AI valuations and trimming exposure. But the AI memory investment cycle may still have room to run.
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That matters because AI infrastructure depends on more than GPUs. Memory, testing, inspection and yield optimisation are all critical parts of the semiconductor supply chain.
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We look at three chip equipment specialists positioned around that demand: cmcaureon.substack.com/p/thr…
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Mortgage demand remains weak, but Rocket $RKT is positioning for the rebound. With one in six US mortgages now serviced through its platform, the company could have a powerful recapture opportunity when rates move lower: cmcaureon.substack.com/p/ame…
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CMC Aureon retweeted
🚀 Reshaping drug discovery – and the future of medicine – with AI.
Recursion CFO Ben Taylor joined the Opto Sessions podcast from @CMC_Aureon to share how Recursion uses AI, lab automation, biological data, and machine learning to improve the way new medicines are discovered and developed.
đź’ They discuss:
▪️How pairing AI with lab automation across biology, chemistry, and clinical technology allows us to move beyond the ~10–12% of the genome currently addressed by approved or in-trial medicines and explore the vast realm of untapped biology.
▪️How Recursion is advancing REC-4881 for patients with familial adenomatous polyposis (FAP) — a progressive condition with no approved medical therapies — after achieving Phase 2 proof-of-concept and demonstrating meaningful reductions in polyp burden.
▪️How Recursion is compressing timelines and improving efficiency with high-quality, ML-ready data to design better molecules with ~90% fewer experimental chemistries and to run smarter, faster clinical trials.
👉 Check out the full conversation: youtube.com/watch?v=XF__xwKq…
Recursion @RecursionPharma CFO Ben Taylor explains how Recursion is using AI to empower drug discovery teams, bringing together experts in medicine, science and coding to work faster across more programs.
Watch the full interview: youtube.com/watch?v=XF__xwKq…
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