VenkatP
Physician, Growth & Value Stock Investor
Tempus AI deserves a management-quality discount because of governance and credibility risk around Lefkofsky, not established medical malpractice. His history, including his Groupon tenure, how Tempus acquired Ambry, and unresolved allegations mean it should not be treated as a clean long-term compounder until cash flow, AI-derived revenue and related-party disclosures become much clearer. The stock may still trade well technically. x.comÂ
Tempus AI is a second- or third-tier genomic lab whose AI story is marketing mumbo jumbo, and its management team are promoters. x.comÂ
Tempus AI is a short idea because the stock is being pumped on recent FDA clearances for its EKG-AI tools, while the revenue from them is far off and may never materialize. x.comÂ
Tempus AI's selloff after it beat and raised guidance looks like a great deal, and a further drop would be a chance to buy more. x.comÂ
Tempus AI remains one to avoid despite an attractive chart, because the CEO's past 'malpractices' in the industry linger, which may explain how the stock has traded. x.comÂ
Tempus AI may go lower near term because of valuation, leadership reputation and insider selling, despite an amazing business. With about 25% growth expected and profitability uncertain, it is not obviously cheap. Glassdoor reviews matter in medicine's high-trust setting, and ongoing insider sales echo founder patterns that ended badly. The data piece, about 5% of market cap, can earn a high multiple, so the stock looks reasonably priced if adoption continues. x.comÂ
Tempus AI's $1.5B all-stock acquisition of Personalis is smart long-term positioning despite the dilution-driven dip. Owning Personalis's NeXT Personal MRD technology outright lets Tempus pair liquid-biopsy recurrence testing, one of oncology's fastest-growing areas, with its multimodal dataset and AI at scale. That extends Tempus from diagnostics into high-margin longitudinal monitoring and could strengthen its moat, though execution will decide it. x.comÂ
Tempus AI's 2025 growth was less impressive than it looks: only half was organic, with the other half coming from the Ambry acquisition. x.comÂ
Tempus AI has a data moat no one has replicated: a multimodal, patient-linked genomic, clinical and imaging dataset at scale. It holds over 8 million imaging files, 1.5 million matched clinical and molecular profiles and 4.5 million sequencing samples, which drug companies leaning on AI increasingly need. It is expanding from oncology into cardiology, neuropsychiatry and radiology. Revenue grows 25% and gross margin rose from 32% in 2021 to 64%, though last quarter's profit was a one-time item. … Show more
Tempus AI is applying Palantir's playbook to US healthcare. Proprietary data from more than 5,000 hospitals and two-thirds of US academic centers let it train a healthcare AI no one else can. At 4x sales it is priced like a lab, though it is an AI company. x.comÂ
Tempus AI could catch a bid as a laggard in the hot medical AI space, and it could catch fire soon. Its setup is getting too hard to ignore, despite plenty of past scars on the name. x.com x.com x.comÂ
