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The YouTuber is highly excited about 10X Genomics, a leader in spatial biology that allows scientists to understand individual cells at a molecular level, potentially revolutionizing disease treatment. He highlights its strong cash position, decent margins, and improving profitability as a turnaround story. The upcoming launch of their Xaira platform and partnership with Bio Optimus for AI integration are expected to significantly expand their addressable market, offering tremendous upside if the turnaround continues.
“But, if it works, the opportunity could be tremendous. And that's why it's my favorite.” — ▶ 45:50