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While everyone's chasing AI and quantum computing, I'm getting excited about something nobody's talking about.

Biotech is breaking out of a four-year prison sentence, and the setup looks identical to one of the greatest sector runs in market history.

The BTK biotech index just broke out of a multi-year base. We haven't seen new all-time highs in this sector since 2021.

But here's the kicker - I've seen this movie before.

The 4X That Nobody Remembers

When I got into this business back in the early 2010s, biotech was all the rage. And for good reason.

From 2012 to 2015 - just three and a half years - the biotech index went from 1,000 to 4,000. That's a 4X return at the index level. Think about what the individual stocks did during that run.

Then came the taper tantrum. Rates started climbing. Biotech got crushed and never fully recovered.

But now? We're looking at the exact opposite setup.

Why Biotech Loves What's Coming

These companies are rate junkies, and they're about to get their fix.

Most biotech names don't have revenue or earnings. They're burning cash waiting on drug approvals. When rates are high, that's a death sentence. When rates are falling? That's rocket fuel.

The Fed is cutting rates. We could see mortgage rates hit 5% again, which means capital is about to get cheap.

And biotech has been completely forgotten during this AI mania.

The Names That Are Moving

CRISPR (CRSP) - Clean technical setup with a target of $128. This gene-editing pioneer is building the foundation for what comes next.

The acquisition activity is ramping up - always a bullish sign when bigger companies start hunting in biotech land.

I'm scanning the equity landscape daily, and the mouthwatering setups are coming from two places - China tech and forgotten biotech names.

The Perfect Storm Nobody Sees

While everyone debates whether quantum computing is a bubble, biotech is quietly setting up for something special:

• Rates falling (their biggest catalyst)
• Sector completely ignored (no competition for capital)
• Four years of base-building (all the weak hands are gone)
• Acquisition activity increasing (smart money positioning)

This reminds me of tech in 2009 or energy in 1999. The sector everyone forgot about suddenly becomes the sector everyone wishes they'd remembered.

What I'm Doing

I'm setting alerts across the sector. I'm watching for breakouts above key resistance levels. I'm preparing for the kind of 30-40% gaps that make biotech trading so exciting when you're positioned right.

Because here's the thing about forgotten sectors: When they wake up, they don't wake up quietly.

The money is flowing. The setups are building. The rates are falling.

And nobody's paying attention.

That's exactly where I want to be.

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