Claude AI’s Newest Stock Picks Are Also Hedge Fund Favorites: One Breakout Biotech, One AI Chip Bet
The article says a third-party “Claude Portfolio” account added positions in Pharvaris (PHVS) and Micron Technology (MU). For PHVS, it cites a prevention trial with results due before Sept. 30 and models about 80% success odds versus ~50% priced in, with a downside to around $16. For MU, it cites tight 2027 DRAM/HBM supply and a modeled ~14% upside.


