Top Biotech Investment Picks & How AI is Transforming Healthcare

Jan 29, 2026

Ian Dunlap, investor and market commentator known for biotech and tech insights, shares his top biotech picks and market perspective. He explains why Nvidia acts like a foundational AI player for healthcare. Discussion covers AI speeding genomics and hospital care, and highlights leading biotech names like Amgen, Gilead, Eli Lilly, Biogen, and Vertex.

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INSIGHT

AI Is Remaking Medicine

NVIDIA framed AI as a major force reshaping medical care, not just a chip business.
Their teams outlined blueprints for AI to change hospital workflows, diagnostics, and treatment timelines.

INSIGHT

NVIDIA As A Platform Powerhouse

Ian compares NVIDIA to BlackRock due to its platform power and ecosystem influence.
NVIDIA's partnerships and investments make it a center of gravity for AI across industries.

ADVICE

Practical Biotech Investment Picks

Invest in broad biotech exposure with IBB if you want diversified sector bets.
Consider Amgen and Gilead as individual long-term biotech picks due to steady performance and management.

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In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings’ dive into the incredible intersection of biotech and artificial intelligence, sharing insights from a recent conversation with Nvidia’s team and breaking down the hottest sectors in healthcare innovation. Discover why Nvidia is more than just a chip maker, how advancements in AI are revolutionizing everything from hospital visits to genomics, and which bNasech stocks and ETFs are topping their watchlists for long-term growth.

Ian Dunlap shares why Nvidia is the “BlackRock of AI,” highlighting the company’s massive investments and unique partnerships that are set to change medicine as we know it. Get his top three biotech picks: IBB ETF, Gilead Sciences, and Amgen—plus find out why Amgen stands out as one of the best-run companies in the biotech space.

Troy Millings’ offers an alternative trio of biotech leaders, focusing on companies that dominate niche areas: Eli Lilly (Lily), Biogen (BiIB), and Vertex Pharmaceuticals (VRTX). He explains the value of investing in firms that are laser-focused on solving specific medical challenges—like Biogen’s advancements in neurodegenerative drugs for Alzheimer’s and Parkinson’s and Vertex’s leadership in cystic fibrosis care.

The discussion also dives into how AI has dramatically reduced timeframes in medical research—think genome sequencing dropping from years to hours—and what this could mean for the future of healthcare innovation and investing.

Get insider stories from Rashad Bilal and Troy Millings’ about their dinner with Nas and Peter, who both value learning as the pathway to staying ahead—even when you’re already a legend. Their takeaway: Never take this high-level information for granted and always be ready to soak up what the experts are sharing.

Whether you’re interested in AI, biotech innovation, or simply want actionable investment ideas, this clip is packed with value and market insights that you don’t want to miss!

**Hashtags:**
#MarketMondays #Biotech #Investing #AI #Nvidia #HealthcareInnovation #Stocks #Gilead #Amgen #VertexPharmaceuticals #Biogen #EliLilly #StockMarket #Nas #Technology #Genomics #MedicalAdvancements

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