AI+Health: Can TEM Earnings Support High Estimates?

AI healthcare stocks have been hitting new highs recently. After Pelosi increased her holdings in TEM, it has surged 100%. RXRX jumped nearly 50% following NVIDIA's disclosure, while HIMS has also gained over 50% this month. JPMorgan stated at the Healthcare Conference that AI's role in drug development is becoming increasingly important. TEM will release earnings next week. ---------------- Do you believe in the potential of AI healthcare stocks? Can TEM earnings support the high estimates?

12 stocks to each major secular growth theme for the next decade

12 stocks that will give you exposure to each major secular growth theme for the next decade • $Amazon.com(AMZN)$ | Cloud Computing • $Meta Platforms, Inc.(META)$ | AR/VR • $NVIDIA(NVDA)$ | Generative AI • $Tesla Motors(TSLA)$ | Robotics & Automation • $Palantir Technologies Inc.(PLTR)$ | Big Data • $CrowdStrike Holdings, Inc.(CRWD)$ | Cybersecurity • $Tempus AI(TEM)$ | Healthcare AI • $NANO Nuclear Energy Inc(NNE)$ | Nuclear Energy •
12 stocks to each major secular growth theme for the next decade

Why Is Healthcare the Hottest Sector in the Market Right Now

AI is no longer creeping into healthcare -- it’s bulldozing through it, forcing a fundamental reset of how medicine is developed, delivered, and monetized. Investors are no longer speculating; they’re reallocating capital toward the companies driving this shift, and the market is rewarding them in 2025. This isn’t just a temporary wave -- it’s a structural repricing of healthcare’s future.The forces at play go beyond balance sheets and earnings calls. AI is now an operational necessity in healthcare, and policy shifts are accelerating its adoption. The speculation surrounding RFK Jr. as Trump’s potential HHS secretary has injected a fresh dose of bullishness into the space, as investors price in a pro-innovation regulatory environment that could remove bottlenecks slowing AI integration. M
Why Is Healthcare the Hottest Sector in the Market Right Now

Has Hims & Hers Become a Meme Stock Bubble?

Hims & Hers Stock Is On Fire. Is It a Meme? $Hims & Hers Health Inc.(HIMS)$ has been in the Asymmetric Universe since May 24, 2024, when this Spotlight article was published. I thought the company had 10x potential over the next decade, disrupting how we think about getting medicine in an internet world.What I didn’t expect was for shares to be up 258.2% in just under 9 months and 142.1% this year alone.Has the stock become a meme? Is buying now crazy? Or is the rocket ship just taking off?Hims & Hers Growth Is Out of This WorldSince 2018, Hims & Hers has grown revenue at a 95% compound annual growth rate and expects to grow revenue 90% this quarter. There aren’t many companies growing that fast and improving profitability at the s
Has Hims & Hers Become a Meme Stock Bubble?
avatarT昊天
02-16
$Tempus AI(TEM)$   [财迷]  [财迷]  [财迷]  [财迷]  [财迷]  [财迷]  
avatarBillyR
02-16
Palantir (PLTR) and Hims & Hers Health (HIMS) operate in completely different sectors—Palantir in AI-driven data analytics for government and enterprises, and Hims in telehealth and direct-to-consumer healthcare. Here's why PLTR might be considered the better stock:   ### **1. Strong Competitive Moat**   - **Palantir** has deep government contracts (U.S. DoD, CIA, etc.), providing a steady revenue base.   - **Hims** faces competition from numerous telehealth providers (Amazon, Ro, etc.), limiting pricing power.   ### **2. Scalability & Growth Potential**   - **PLTR** benefits from AI and big data trends, expanding its commercial segment alongside its dominant government business.   - **Hims** is a niche player in telehealt

GOOG, HIMS & META Show Strong Bullish Trends

1. $Alphabet(GOOG)$ $Alphabet(GOOGL)$ 🚨 GOOGLE pulling back into the weekly market bias—trading near a discounted range.✅ BX Trender on the daily made higher lows yesterday—a sign that short-term buyers are stepping in.✅ If momentum holds, we could see a push back to $200.❌ I haven’t taken a position yet but considering adding it to the weekly watchlist.Image2. $Hims & Hers Health Inc.(HIMS)$ 🚀 HIMS is up 151% since the callout.Through the lens of proper risk management, it’s never a bad idea to start locking in profits when a stock is this far from the weekly market bias.✅ You will never go broke taking profits.Are you trimming here or letting it ride? 👇3.
GOOG, HIMS & META Show Strong Bullish Trends

PLTR & HIMS: Vastly Different, Yet Their Financials Tell an Interesting Story

Palantir (PLTR) and Hims & Hers Health (HIMS) operate in completely different industries—one in data analytics and AI for government and enterprises, the other in telehealth and consumer wellness. However, comparing their fundamentals reveals interesting insights into growth, profitability, and market positioning.For example: Revenue Growth: Both companies have seen strong revenue growth, but Palantir’s government contracts provide stability, while Hims relies on a subscription-based DTC (direct-to-consumer) model. Profitability: Palantir has achieved GAAP profitability, whereas Hims is still working toward it. Valuation: PLTR trades at a higher multiple due to its AI-driven hype, while HIMS is valued more as a high-growth healthcare play. $Hims &
PLTR & HIMS: Vastly Different, Yet Their Financials Tell an Interesting Story

🚀 Momentum Stocks on the Rise!

$NEBIUS(NBIS)$   and $AppLovin Corporation(APP)$  Show Strong Uptrend with Rising RSI and Abnormal Volume Spikes!" ⚡ Breakout Alert! $Hims & Hers Health Inc.(HIMS)$  Surges with 360% Volume Increase, Trading Near 52-Week High! 🔥 Overbought or Still Running? "Multiple Stocks (HIMS, NBIS, APP) Have RSI Above 80 – Momentum or Reversal Ahead?" 📈 Market Movers: High Volume, High Returns! "NBIS Leads with 656% Volume Surge – Is the Rally Just Beginning?" ⚠️ Cooling Off? $Root, Inc.(ROOT)$ ’s Falling RSI Signals Possible Slowdown After Strong Uptrend!"
🚀 Momentum Stocks on the Rise!
In a regulatory filing with the SEC, $NVIDIA(NVDA)$ disclosed holdings as of the end of 2024 that included $APPLIED DIGITAL CORP(APLD)$, $ARM Holdings(ARM)$ , $NEBIUS(NBIS)$, $Recursion Pharmaceuticals, Inc.(RXRX)$ and $WeRide Inc.(WRD)$ . In a separate filing, Nvidia disclosed that it no longer holds any shares of $Serve Robotics Inc.(SERV)$ .

New Alpha | A rebound in US gig economy: ABNB/UPWK/FVRR

💰 U.S. market maintains upward trajectory, with Meta setting a new record — rising for 19 consecutive trading days.💹 $Airbnb, Inc.(ABNB)$ , $Upwork Inc.(UPWK)$ , and $Fiverr International Ltd.(FVRR)$ are emerging as highly attractive opportunities, offering substantial value for investors.📣Stay tuned, supercharge purchasing power through CashBoost!————————————————————————————————————————————————| Market recapThe U.S. stock market opened strong and closed higher across all three major indices. $Meta Platforms, Inc.(META)$ continues its impressive upward streak, breaking records with 19 consecutive days of gains. Additiona
New Alpha | A rebound in US gig economy: ABNB/UPWK/FVRR

Hims: The AI-Powered Healthcare Stock Redefining the Industry

Industry-Leading Growth & Innovation $Hims & Hers Health Inc.(HIMS)$  is not just another name in the telehealth space; it's a beacon of innovation and growth, boasting the fastest revenue growth in its sector. With a revenue surge to $401.6 million in Q3, up 77% year-over-year, Hims is on a trajectory that could see its value triple, if not more. This growth is underpinned by a unique business model: Direct-to-Consumer (DTC) Focus targeting Millennials & Gen Z. Specialized Services in telemedicine, weight loss, hair loss, skincare, sexual health, and mental health. One-Stop Healthcare solution with its online pharmacy, handling consultation to prescription fulfillment. Personalized Treatment using A
Hims: The AI-Powered Healthcare Stock Redefining the Industry
$Tempus AI(TEM)$ should have invested this earlier But never too late if you see a potential stock like $Tempus AI(TEM)$ ! I believe this will keep going up this year as AI is driving the tech world! 

Autonomous Intelligence: Agentic AI Stocks Poised to Thrive

The rise of artificial intelligence (AI) has already transformed industries, but a new wave of innovation—agentic AI—is emerging as a game-changer. Unlike traditional AI systems that follow predefined rules or react to inputs, agentic AI refers to autonomous systems capable of making decisions, learning dynamically, and acting independently in complex environments. From healthcare to logistics, companies leveraging agentic AI are positioned to disrupt markets and generate outsized returns. In this article, I would like to discuss why agentic AI stocks are set to thrive in the coming decade. The Evolution from Assistive to Autonomous AI Traditional AI excels at pattern recognition (e.g., ChatGPT for text generation), but agentic AI goes further by enabling machines to set goals, adapt to un
Autonomous Intelligence: Agentic AI Stocks Poised to Thrive
avatarShyon
02-05
Opinions on options trading vary widely because it all comes down to strategy, risk management, and experience. While some see options as gambling due to their leveraged nature and time decay, others—like Nancy Pelosi—use them as a calculated investment tool. For me, options trading isn’t inherently gambling. If approached with proper knowledge, risk management, and a long-term perspective, it can be a powerful way to enhance returns. Deep in-the-money calls, for example, can provide leverage without the risks of margin trading. However, for those who trade options without understanding them, it can easily become speculation rather than investment. At the end of the day, the key difference lies in how they are used—just like stocks, real estate, or any other asset class. Thoughtful strate
Options trading is a versatile tool, viewed differently depending on the approach. It can resemble gambling when used speculatively, especially with out-of-the-money options or high-risk strategies, and particularly when traders lack education. However, options can also be used for investment purposes, including hedging, income generation, and volatility management. The key to successful options trading lies in education, experience, a well-defined strategy, and, crucially, robust risk management. Therefore, options trading isn't inherently gambling; it becomes so only through improper use.
Replying to @koolgal:🙏//@koolgal:Well said. 😍😍😍//@ZEROHERO:Options trading is a strategy game. Master the various types of options strategies and the ability to apply it at the right time and situation with calculated risk coupled with economic data and/or earnings seasons can reap handsome rewards. Similar to driving, it’s very risky without theory classes and practical test to pass the driving licence. Then we need to familiarise with the car, gain driving experiences ,take note of weather, road & traffic conditions, pick up defensive driving techniques and beware of other motorists & pedestrians before we can truly e
Replying to @jlow22:Time to put knowledge into practice 💪//@jlow22:Good advise //@ZEROHERO:Options trading is a strategy game. Master the various types of options strategies and the ability to apply it at the right time and situation with calculated risk coupled with economic data and/or earnings seasons can reap handsome rewards. Similar to driving, it’s very risky without theory classes and practical test to pass the driving licence. Then we need to familiarise with the car, gain driving experiences ,take note of weather, road & traffic conditions, pick up defensive driving techniques and beware of other motorists & p
Replying to @AyKing:Yes. Just need the lesser risk strategy. Always count the losses first! 🤗//@AyKing:Agree with you :) I like options. There are strategies which you can use it for investment, trading. //@ZEROHERO:Options trading is a strategy game. Master the various types of options strategies and the ability to apply it at the right time and situation with calculated risk coupled with economic data and/or earnings seasons can reap handsome rewards. Similar to driving, it’s very risky without theory classes and practical test to pass the driving licence. Then we need to familiarise with the car, gain driving experiences ,ta
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