Core Insights - Tempus AI, Inc. (TEM) has announced a collaboration with Median Technologies to integrate Median's eyonis LCS solution into the Tempus Pixel platform, enhancing AI capabilities in lung cancer screening and clinical decision-making [1][3][9] Company Developments - The eyonis LCS is an AI-enabled software-as-a-medical-device (SaMD) for lung cancer screening that has received FDA 510(k) clearance, facilitating its commercialization and clinical adoption [2] - The integration aims to support earlier and more accurate disease detection, assist radiologists with complex caseloads, and ultimately reduce preventable lung cancer deaths through improved access to advanced screening tools [3][5] - The collaboration is expected to strengthen Tempus AI's imaging-AI portfolio and expand the adoption of its Pixel platform, enhancing end-to-end lung cancer screening and workflow efficiency [5][9] - Tempus AI's current market capitalization stands at $9.24 billion [7] Market Context - The artificial intelligence in precision medicine market is projected to reach $4.28 billion by 2026, with a compound annual growth rate (CAGR) of 34.3% through 2035, driven by the increasing prevalence of cancer and demand for AI-powered diagnostic tools [12] - Research indicates that only 20% of eligible individuals in the U.S. underwent lung cancer screening in 2024, suggesting a significant adoption gap that the eyonis LCS aims to address [10]

Core Insights - The article discusses the latest investment moves of prominent investor Duan Yongping, particularly through his investment account "H&H," which holds a portfolio valued at $17.489 billion as of Q4 2025 [2]. Investment Portfolio Summary - As of Q4 2025, H&H's portfolio consists of 14 U.S. stocks, with a total market value of $17.489 billion, approximately 120.8 billion RMB [2]. - Duan has recently invested in three AI-related companies: CoreWeave, Credo Technology, and Tempus AI, with respective portfolio weights of 0.12%, 0.12%, and 0.04% [2]. - Major increases in holdings include Berkshire Hathaway, NVIDIA, Pinduoduo, Google C, and Microsoft, while reductions were made in Apple, Occidental Petroleum, Alibaba, Disney, and ASML [2]. Key Holdings - The top holdings in H&H's portfolio include: - Apple: $8.797 billion (50.3% of the portfolio) - Berkshire Hathaway B: $3.607 billion (20.63% of the portfolio) [2][4]. AI-Related Investments - CoreWeave focuses on providing AI computing power through high-performance GPU clusters, which are essential for AI model training [5]. - Credo Technology specializes in high-speed interconnect chips and optical modules for data centers, crucial for efficient data transmission in AI servers [6]. - Tempus AI applies AI in precision medicine, particularly in oncology, by integrating genetic and clinical data for personalized treatment plans, although it faces long commercialization cycles and regulatory challenges [6]. Investor Sentiment on AI - Duan Yongping has expressed a strong interest in AI, emphasizing its potential to significantly enhance efficiency and transform industries [8]. - He acknowledges the risks associated with the AI sector, suggesting that many companies may not survive, but those that do could become the next major players like Google or Amazon [8][9].

Core Insights - Tempus AI (TEM) is set to release its fourth-quarter 2025 results on February 24, 2026, after market close, with expectations of strengthened performance in 2026 due to strategic collaborations and product innovations [1] Financial Performance - Preliminary results indicate that revenues for the full year 2025 reached approximately $1.27 billion, marking an 83% year-over-year increase, with about 30% of this growth being organic [2] - Diagnostics revenues totaled around $955 million, reflecting a 111% year-over-year increase, driven by a 26% growth in oncology volume and a 29% increase in hereditary testing volume [3] - Data and applications revenues reached approximately $316 million, showing a 31% year-over-year growth, partly due to a 38% improvement in the Insights (data licensing) business [3][4] - The company achieved a Total Contract Value (TCV) of over $1.1 billion as of December 31, 2025, and reported positive adjusted EBITDA of $1.5 million in Q3 2025, a year-over-year improvement of $23.3 million [12] Strategic Collaborations - Tempus has entered a multi-year collaboration with Whitehawk Therapeutics, leveraging its proprietary dataset to enhance oncology research and clinical trial design [7][8] - The company initiated a research study with the Institute for Follicular Lymphoma Innovation, marking its first collaboration with a nonprofit to create a robust dataset for follicular lymphoma [11] Market Position and Challenges - Despite significant revenue growth, Tempus' stock price has declined by 32.9% in Q4, reflecting a broader negative sentiment in the AI medtech sector [6] - The stock currently trades at a price-to-book (P/B) ratio of 17.79X, which is above the industry average of 8.76X, raising valuation concerns [10][20] - The company continues to face challenges with GAAP losses due to stock-based compensation and amortization of acquired intangibles, limiting visibility into sustainable profitability [17][18] Future Outlook - The company is positioned as a high-growth leader at the intersection of AI and precision medicine, with strong operational momentum expected to continue into 2026 [21] - Investors are advised to maintain their positions in Tempus stock, which is currently rated as a Zacks Rank 4 (Sell) [22]

Company Overview - Tempus AI, Inc. (NASDAQ:TEM) develops technology that organizes and analyzes large amounts of clinical and molecular data to help doctors personalize patient care [2] - The company's platform utilizes AI for diagnostic tests, matching patients with clinical trials, and assisting pharmaceutical companies in discovering new cancer treatments [2] Market Performance - The stock of Tempus AI is down nearly 6% from the day Jim Cramer made comments about the company [4] - Cramer expressed skepticism about investing in Tempus AI, stating it is "losing money hand over fist" and recommended focusing on other AI stocks like NVIDIA instead [2][4] Investment Sentiment - There is a belief that while Tempus AI has potential, other AI stocks may offer greater upside potential and carry less downside risk [5] - The article suggests that investors looking for undervalued AI stocks should consider alternatives that may benefit from current market trends [5]

Core Thesis - Tempus AI, Inc. is positioned as a leader in precision medicine, leveraging advanced AI technology and a vast multimodal dataset to drive growth and innovation in oncology and cardiology [2][5]. Company Overview - Tempus AI, Inc. trades at $64.57 with a trailing P/E of 41.53, indicating a strong market position [1][4]. - The company has developed one of the largest datasets in its field, integrating clinical, molecular, and imaging data, which supports its high-margin Data & Services segment [2]. Strategic Acquisitions - The acquisition of Ambry Genetics in early 2025 enhanced Tempus's germline testing capabilities, while the purchase of Paige.AI improved its digital pathology and AI-driven slide analysis [3]. - These acquisitions have created a "flywheel" effect, where diagnostic operations enhance the data business, which in turn funds further growth [3]. Financial Performance - Tempus achieved positive Adjusted EBITDA in Q3 2025, marking a significant turning point for the company [3]. - The Data & Services segment is approaching 70% gross margins, reflecting improved profitability [4]. - The company maintains a strong balance sheet with $764 million in cash and low-cost convertible debt, providing flexibility for growth and acquisitions [4]. Market Position and Growth Potential - Despite negative GAAP profitability due to stock-based compensation, the underlying business is cash-generating and operationally sound [5]. - The combination of a loyal customer base, accelerating AI integration, and a unique multimodal dataset positions Tempus for substantial upside potential [5]. - Recent stock appreciation of approximately 49.36% since April 2025 highlights the momentum and favorable sector conditions [6].

Core Insights - Tempus AI, Inc. is recognized as a promising investment opportunity, particularly in the context of its advancements in precision medicine and partnerships with major pharmaceutical companies [1][5]. Group 1: Product Developments - Tempus AI introduced Paige Predict, an AI-driven digital pathology tool that analyzes H&E whole slide images to predict 123 biomarkers across 16 cancer types, enhancing clinical decision-making [2]. - The tool is built on a foundation model trained on data from over 200,000 patients and has been validated across multiple datasets, supporting the company's goal of advancing precision medicine [2]. Group 2: Financial Performance - Tempus reported a record Total Contract Value (TCV) exceeding $1.1 billion at the end of 2025, attributed to data agreements with over 70 customers, including major pharmaceutical companies like AstraZeneca and Pfizer [3][4]. - The company achieved a net revenue retention rate of 126%, indicating strong relationships with existing customers and a solid foundation for future growth [4]. Group 3: Strategic Vision - The Chief Financial Officer of Tempus highlighted that 2025 was a record year for the company's data and applications business, emphasizing the strong engagement with life sciences companies and the favorable positioning for continued growth in 2026 and beyond [5].

Core Insights - Nancy Pelosi's investment portfolio has significantly outperformed the S&P 500 over the past decade, with a cumulative return of 838% compared to the S&P 500's 256% [2] - Despite plans to retire, Pelosi's investment activities remain relevant, with her portfolio showing a 70.9% increase in 2024 and an 18% increase in 2025, both surpassing the S&P 500's respective gains [2] - Pelosi's net worth has grown to over $278 million, reflecting an average return of 16,930% since 1987, far exceeding the Dow Jones Industrial Average's 2,300% return during the same period [3] Investment Activity - Tracking the trading activities of Congress members has gained popularity, as it is believed they can outperform the market due to access to insider information [4] - Pelosi's recent financial disclosures indicate over $10 million in cumulative stock transactions, with significant repositioning in technology and energy sectors [5] Methodology for Stock Selection - The article identifies the 10 best stocks to buy based on Pelosi's recent public investment disclosures, utilizing Capitol Trades to track stock trading activity of U.S. politicians [8] - The stocks are ranked by the number of hedge funds holding stakes in them as of Q3 2025, reflecting a strategy to outperform the market by following top hedge fund picks [9] Notable Stocks - **AllianceBernstein Holding L.P. (NYSE:AB)**: This stock has rallied 10% year-to-date, outperforming the S&P 500, and offers an 8.21% dividend yield. The company has rebranded its NAV Lending team to enhance its private equity capabilities [10][11] - **Tempus AI, Inc. (NASDAQ:TEM)**: The company has confirmed its Immune Profile Score Test's predictive accuracy for patient outcomes and introduced an AI-powered digital pathology tool. Tempus reported a record Total Contract Value exceeding $1.1 billion, with significant customer engagement [15][19]

Core Insights - Advancements in artificial intelligence (AI) are significantly enhancing patient care, reducing healthcare costs, and improving outcomes in the medical technology industry [1] - Generative AI is transitioning from a conceptual promise to practical applications in medical technology [1] Industry Developments - AI is expediting all phases of research and development, including generative design, virtual testing, clinical trials, and regulatory documentation [2] - The FDA is promoting the development of innovative medical devices that incorporate AI [2] Company Performance: Tempus AI (TEM) - Tempus has seen a stock increase of 27.2% over the past year, while Doximity's stock has declined by 32.8% [6] - The company is developing advanced AI algorithms and diagnostic software, collaborating with Northwestern University's Abrams Center for Alzheimer's research [7] - Tempus has received two FDA 510(k) clearances for its cardiac imaging platform and ECG-Low EF software [8] - In Q3 2025, Tempus achieved positive adjusted EBITDA of $1.5 million, with gross profit rising to $209.9 million, a 98.4% year-over-year increase [11] - EPS for 2025 is projected to be a loss of 64 cents, reflecting a 59.5% improvement from 2024 [15] Company Performance: Doximity (DOCS) - Doximity is well-positioned for AI adoption, embedding AI across its workflows and benefiting from a recent acquisition of Pathway Medical Inc. [9][13] - The company reported a 55% adjusted EBITDA margin and a 39% net income margin in fiscal 2025, with $267 million in free cash flow [14] - EPS for fiscal 2026 is projected to be $1.56, indicating a 9.9% improvement from fiscal 2025 [16] Valuation Comparison - Tempus has a forward 12-month price-to-sales (P/S) ratio of 7.24, while Doximity's is 10.38, indicating Doximity is trading at a premium [17] Conclusion - Doximity appears better positioned than Tempus, with deep AI integration, strategic acquisitions, and strong profitability metrics [18] - Tempus is recognized for its expanding AI capabilities and recent profitability milestone, indicating long-term potential in precision medicine [19]

Group 1: Ark Invest's Strategic Moves - Ark Invest acquired shares in Tempus AI Inc., Kodiak AI Inc., and WeRide Inc. on Monday [1] - The firm significantly increased its position in Tempus AI by purchasing 1,192 shares through the ARK Genomic Revolution ETF and an additional 6,545 shares via the ARK Innovation ETF, totaling approximately $523,253 [2] - Ark Invest also made a notable purchase of 47,752 shares of Kodiak AI Inc. through the ARK Autonomous Technology & Robotics ETF, valued at approximately $427,380 [4] - The firm acquired 48,260 shares of WeRide Inc. through ARKQ, resulting in a total transaction value of approximately $417,449 [5] Group 2: Notable Transactions and Market Context - Former House Speaker Nancy Pelosi's spouse exercised 50 call options on Tempus AI, adding 5,000 shares to the portfolio, valued between $50,000 and $100,000 [3] - Tempus AI's stock closed at $67.63, while Kodiak AI's stock closed at $8.95, marking a decrease of 4.58% from the previous session [2][4] - WeRide Inc. reported that its fleet has surpassed 1,000 vehicles and announced integration with Tencent's WeChat platform [5]

Group 1 - The core viewpoint of the article highlights a significant rise in AI application software stocks in the US market on Monday, with notable gains for several companies [1] Group 2 - Cloudflare (NET.US) experienced a surge of over 9% [1] - Tempus AI (TEM.US) and Applovin (APP.US) both saw increases of over 4% [1] - Zoom Communications (ZM.US) rose by over 7% [1] - Unity Software (U.US) had a gain of over 3% [1]