Gianni Di Poce just named his favorite trade for the back half of 2026. Biotech is where he sees the next phase of AI developing.
He has been pounding the table on this for weeks. The charts are finally confirming it.
Healthcare hit a fresh all-time high today. Gianni says the real story sits one layer beneath the sector.
Peel it back and you land on biotech. XBI broke to new highs in today’s session.
The Desk Is Already Positioned
Our trade desk booked 28% gains on MBX Biosciences when it hit our target at 60.
The Trinity trades are working too. Chimera Therapeutics and Stoke Therapeutics are both breaking to new highs.
These names are just clearing long bases. Gianni says the move is still early.
The Broader Market Is At A Crossroads
The Dow printed a new all-time high today. The Russell did the same last week.
The S&P 500 and the Nasdaq have not made new highs in weeks. Gianni says they must catch up soon.
Here is what Gianni tracked in today’s video:
- Biotech is his top theme, with XBI hitting new highs and setups still breaking out of their bases.
- Our desk locked in 28% on MBX Biosciences at its 60 target.
- Financials led every sector last week, with XLF stamping a new all-time high.
- Regional banks are closing in on their first new high since 2021.
- The S&P 500 and Nasdaq must confirm with new highs to keep this bull market alive.
History backs the bullish case. After a 10% pullback and a strong second quarter, markets rarely peak in June.
Gianni reads that as fuel for a new all-time high in July. The rotation into laggards is where he sees the edge.
