$Tempus AI(TEM)$  This is one of the top AI trades of 2025. 

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.

# 💰 Stocks to watch today?(22 Jan)

Modify on 2025-01-02 14:38

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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