Insider Monkey·2026-02-05 07:54分组1: Market Overview - The pre-Davos market exhibited overwhelming bullish sentiment, while the post-Davos environment is characterized by renewed volatility, the Sell-America trade, a rallying gold price, and a consistently weak dollar [1] - A critical shift in global discourse from de-globalization to a new world order necessitates immediate re-imagining of supply chains, partnerships, and advancements in domestic AI and automated manufacturing in the US [1] 分组2: Investment Themes - The anticipated volatility should be viewed as a sign of an emergent market rather than a negative one, with a shift from the MAG7 to 'magnificent thematics' including new world order, AI automation, innovation, and longevity [2] - Investors are encouraged to focus on the other 473 companies in the S&P 500 rather than just mega-caps, as every company is now effectively a tech company [2] 分组3: Stock Recommendations - CRISPR Therapeutics (NASDAQ:CRSP) is highlighted as a stock expected to double by 2030, with a maintained Outperform rating and a reduced price target from $86 to $80, indicating an undervalued pipeline [7][8] - Summit Therapeutics Inc. (NASDAQ:SMMT) is also expected to double by 2030, with the FDA accepting its BLA for ivonescimab, targeting a significant unmet need in non-small cell lung cancer [12][14]