$Tempus AI(TEM)$
1. AI development is transitioning from hardware/software/model developers that harness Generative AI & LLM to data-centric AI (annotation, analytics), application providers & vertical solutions. In 2024, we saw the former nearing maturity (NVDA & semicon industry slowdown), and the latter taking off (TEM, INOD, PLTR, BBAI, etc.). The latter's experimental success is a sign of greater things to come; we're not in an AI bubble but an AI boom.
2. Increasing role of AI in an expanding global precision medicine market potentially exceeding $100 billion by 2030, growing at ~11% CAGR. TEM forming strategic partnerships with healthcare providers and pharmaceutical companies, getting regulation approvals.
3. TEM has great fundementals. Check latest QE & forward guidance.
4. TEM is in the dip, after a month of company exec selloff to cover post-IPO tax obligations.
5. TEM only IPOed in June 2024, roughly 6 months old and already witnessing huge gains.
Anticipate near-term rebound and stabilisation at minimal $42-45, with each QE & news driving higher highs and higher lows between $70 and $52. Assuming last 6 month's pattern continue.
Any buy less than $40 is a bargain.
Do your DD re: broader US & global market conditions. Rumours of US market crash in mid-late 2025. Check the movement of whales & institutions, too, to avoid their pump & dump.
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