HomeIndustriesHealthcareSam Miller on How to Determine AI Winners vs Losers

Sam Miller on How to Determine AI Winners vs Losers

Sam Miller thinks the AI trade will begin to specify instead of staying as a “tide that lifts all boats.” He’s looking at company ROI, capital spending, and revenue growth to determine winners vs losers. Sam also digs into healthcare, which “has room to run” in 2026; he likes Eli Lilly (LLY) and Thermo-Fisher (TMO) among others.

Trading 360

28 Nov 2025

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