$TEM 🔥Lefkofsky: AI (insights business growth) 150M is ON TOP OF multi-hundred million dollar foundation AI model on Oncology with AstraZeneca deal we struck earlier this year!

$TEM I'm literally zero percent worried about the algo bot sell off of Tempus AI on stellar earnings. Zero! So, don't be a "panican" as always 🤣Being an investor in the small and midcap space requires you to grow some emotional reserves not to overreact to severe price

$TEM 🔥Lefkofsky: AI data licensing deals are going very well, we already announced north of 350 million in big deals and we will have many more, it's going to be a big number at the end of the year, we don't announce every single garden variety deals but we try to call out the

$TEM 🔥Lefkofsky: We don't need to artificially raise expectations for our business when we are already growing at 30%...we are architected around long-term growth around 25%.

$TEM 🔥 Lefkofsky: The AstraZeneca/Pathos AI model is progressing well, the teams feel great. We’re entering the large compute phase over the next several months, with post-training in early 2026 and the first functional versions of the AI model expected in Q1 2026. We’re

$TEM 🔥 Lefkofsky: Tempus' "Nvidia $NVDA moment" will be when AI diagnostics get reimbursed, and scale rapidly, it's needed to save in a wasteful 5 trillion dollar health care system. We are well positioned for reimbursement. There's no other way out of this mess for the health

$TEM 🔥 Lefkofsky: "We have 400 PhDs around here"

$TEM OMG 25% growth is "not enough" 🤡🤡🤡

$TEM 🔥🔥🔥Shareholder letter: "While others have been largely focused on bringing assays to market, our main focus over the past 10 years has been investing in technology and AI. If you look at the lines of code we have written, the number of software engineers we employ, or the

$TEM 🔥🔥🔥Shareholder letter: "Our Data and Services business continued its strong growth in the quarter, delivering $81.3 million in revenue in Q3 2025 versus $64.5 million in Q3 2024, up 26.1% year-over-year. This growth was largely driven by our Insights business (data

$TEM is just killing it! A true gem of a company.

$NVDA $GOOG $META $QQQ The “AI Bubble” Crowd Needs a Calculator Every week I see people crying about a so-called AI bubble. It’s unreal how little math or intelligence goes into these takes. The numbers we’re talking about for 2026, roughly $500 billion (or so) in AI capex from

$TEM 🤝 $RXRX 🔥 own both!

$PATH $MSFT Microsoft just demonstrated where enterprise AI is actually going: agentic AI, not passive chatbots. In the Azure AI Foundry + UiPath healthcare workflow, radiology reports are produced as normal, UiPath agents automatically detect incidental findings, imaging agents

$QQQ $IWM $NDX $ARKK I’m holding. I’m not shaken even a little bit. Here is the working theory of what we are watching right now: 1.A friend put it perfectly: The government is draining liquidity without adding any, banks are dealing with credit stress, and the market is