When it comes to scientific breakthroughs, the only thing better than a Nobel Prize is a Nobel Prize with its own hidden way to beat the market.
And that’s exactly the opportunity I’m presenting to you today.
It comes to us from the field of gene editing, which actually allows doctors to edit material in human DNA to combat disease.
As a biotech investor, I have followed this field for many years.
While it stretches back to the 1970s, two women recently shared a Nobel Prize in Chemistry for turning the field on its head.
They developed what’s known as Crispr-Cas9, which allows genomic editing at the embryonic level. The Nobel committee described the science as “rewriting the code of life.”
The market for direct use of this platform is growing at 16% per year and will soon be worth roughly $10 billion.
And there is a firm pioneering this field that is beating the broad market by more than 45%…
In the midst of a nasty recession, anyone looking to build a brand new $12 billion manufacturing plant really stands out.
And in this case, it’s not the price tag that is the most important part of the deal.
It’s the fact that it’s all about what lies at the heart of our fast-moving digital economy.
Indeed, the devices to be made there are nothing short of critical because they power everything from mobile devices to PCs to artificial intelligence.
Of course, I’m talking about semiconductors. The new plant in Arizona, big enough to employ 1,600 people, will produce some of the most advanced chips ever released.
The news comes as the chip sector continues to post solid gains in a weak, COVID-focused economy.
For August, the last month for full data, global chip sales showed a yearly gain of 4.9% to $34.5 billion.
The chipmaker I have in mind is a global leader that has doubled the S&P 500’s return since the market bounced back on March 23.
They are relied on by some of the most prominent device makers in the world, like Apple Inc. (AAPL), along with chip designers like Intel Corp. (INTC), Advanced Micro Devices Inc. (AMD), and Nvidia Corp. (NVDA).
Let me show you why I see much more upside ahead…