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.com 

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.com 

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.com 

Hims & Hers' compounding direct-to-consumer distribution makes it stupidly undervalued next to Tempus AI. Hims has $2.6B in trailing revenue at a $6.7B market cap, with 66.5% annual revenue growth from Q3 2021 to Q2 2026; Tempus has $1.4B in revenue, a $14.9B market cap and 40.4% annual growth. x.com 

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.com 

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.com 

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.com 

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.com 

Tempus AI's thesis remains intact after objectively strong earnings and a guidance raise. It looks less threatened by Anthropic than other software names because its datasets form its moat, for now. Software multiples remain a big question, and these stocks are struggling to catch a break, but the technical setup still looks good despite the pullback. x.com 

AI drug-discovery picks and shovels such as Ginkgo Bioworks, 10x Genomics, Twist Bioscience and Grail are priced on a fantasy, and secondary offerings are coming. The bet that AI will solve cancers and rare diseases within months ignores how drug discovery, regulation and trial enrollment actually work. Unlike the semiconductor comparison, these businesses have not inflected, mostly burn cash, trade at 20-30x sales and need equity to fund themselves. Buyers here become their liquidity. x.com  … Show more