I’m officially going on record…
The biggest impact from AI will NOT be in tech, but in healthcare.
In tech, AI will reduce costs, increase productivity, and profits. Those are all good things, but in terms of overall impact for humanity, they simply convert to more money.
In healthcare, AI will do all of the above, while simplifying/ improving an overly convoluted system AND save lives. As we’ve previously noted, AI giants are already partnering with healthcare/ pharmaceutical companies to expedite drug development, analyzing test results, and even accurately diagnosing complicated medical conditions using both text and images.
This is going to completely revolutionize healthcare. It is quite possible that within the next decade AI will be a dominant force in this sector of the economy which accounts for nearly 20% of GDP.
And if you don’t believe me, perhaps you’ll believe the President who said the following in January:
“It’s going to create a lot of benefits medically for cancer research and other things. It’s [AI] going to have a huge positive impact (on healthcare).”
This is not the usual Trump hype. A study by Harvard and McKinsey posits that integrating AI into the healthcare system in the U.S. could save as much as $360 BILLION annually.
Adoption is happening fast, too. According to survey by the American Medical Association (AMA) some 66% of physicians had used AI in some capacity in 2024. This is up from just 38% in 2023. And some 38% of healthcare organizations are in the process of exploring AI and its uses.
Some healthcare names that are pairing with or developing AI solutions.
NovoNordisk (NVO): pairing with Nvidia (NVDA) for drug development.
Medtronic (MED): medical devices that will use AI.
Relay Therapeutics (RLAY): AI used for drug development.
The potential here is massive. And there will be a LOT of money to be made with the right investments.
So, if you missed out on the first wave of the AI revolution (the introduction of LLMs) don’t worry, there’s still PLENTY of opportunities to leverage the impact of AI towards profitable investing. This is especially true in the healthcare sector, where AI integration is only just beginning.
On that note, we just published a new special investment report The AI Plays Your Broker Doesn’t Know About detailing three unique investments designed to profit from the revolution in physical AI. Best of all, Wall Street has little to no idea these companies even exist, let alone their potential.
We are making just 99 copies available to the general public. To pick up yours…
Best Regards
Graham Summers, MBA
Chief Market Strategist
Phoenix Capital Research
