Golden Age of Fraud

@insatiablevine The fact that @realDonaldTrump and @JDVance have done nothing about this is pathetic

We should have fought harder for Derek Chauvin. He was destroyed for doing his job. Following protocol - life destroyed only because he was White. Floyd was a criminal drug addict, committing crimes and died of an overdose.

Another treasonous judge.

@kholov23 You said 25 at 12 and went to 9, so there’s that. How’s $UAMY doing? You went quiet after robo posting that over and over. Post a bunch of tickers, make noise when they work, stay quiet when they don’t. Helluva business model.

$PATH Daily Candle Chart Turds think this is bearish

@zerohedge Let’s take a chance on the judge being a very bad person and provide capital punishment for treason.

Woke Judge Admits "Taking A Chance" On Violent Criminal... Who Then Went On Shooting Spree zerohedge.com/political/woke…

True.

Their losses are expanding and the market understands that very well. You can talk all you want, but in the end they need to make money and they’re not, yet. It’s hilarious when a stock declines and people automatically pivot to “I’m a genius” and the market “misunderstands”. Maybe the market is the genius?

$TEM The Market Still Misunderstands Tempus AI’s Role in the Frontier AI Era Tempus AI is becoming one of the clearest examples in the market of a "stock lagging the company." The share price has declined from highs and chopped around. The business keeps stacking material progress. Revenue growth remains strong. Diagnostics volumes are growing. Data & Applications is accelerating. Major pharma collaborations keep expanding. Tempus is building one of the most important proprietary AI moats in healthcare, and I think the market is still struggling to classify what it owns here. The stock gets treated like a long-duration software name, healthcare growth name, or generic AI application company at a time when the market prefers semis, power, data centers, and obvious AI capex beneficiaries. That valuation bucket has worked against $TEM. Tempus looks far more like proprietary healthcare intelligence infrastructure than a conventional SaaS company. Its value is rooted in a scarce asset: longitudinal, multimodal, clinically integrated healthcare data that is extraordinarily difficult to reproduce. That data is paired with proprietary AI models, diagnostic algorithms, sequencing infrastructure, physician workflow integration, and life sciences tooling. The rise of frontier AI may increase the strategic value of Tempus’ data moat. Eric Lefkofsky @lefkofsky made the point directly at the recent Morgan Stanley Technology, Media & Telecom Conference on March 3rd: “But I think there’s pretty good consensus in like ’27, ’28, they’re hitting the ends of that. So more and more of those companies are coming to people like us saying, what data do you have? And I think the next frontier of fun is going to be the big frontier modelers trying to garner access to more and more proprietary data like the kind of data Tempus has to train their models. In our case, the data we have is really hard to replicate. First, you have to go to, in our case, I think, 5,500 of the roughly 8,000 hospitals in the United States and convince them they should give you their data, which is not quick.” That quote is central to the thesis. Frontier model companies like Anthropic, OpenAI, and Google Gemini, are increasingly going to need scarce, proprietary, domain-specific datasets as public training data becomes less useful at the frontier. Tempus owns one of the most valuable and hardest-to-replicate healthcare datasets in the world. Lefkofsky goes on to explain the process: legal approvals, hospital IT bottlenecks, systems integration, longitudinal patient data, structured data, unstructured data, physician progress notes, and other forms of clinical information that have to be assembled over time. This is why the SaaS comparison misses the heart of the business. Tempus looks far more like proprietary healthcare intelligence infrastructure than a conventional software company. It monetizes data, diagnostics, clinical workflows, AI models, and diagnostic algorithms built on top of a healthcare dataset that took years of institutional integration to assemble. I also would not be surprised if $GOOG Google/Alphabet, which still reported 1.55M $TEM shares worth roughly $70.1M in its latest 13F portfolio, eventually announced some kind of Gemini-Tempus partnership around healthcare AI and proprietary multimodal data. This is purely my speculation. The logic is easy to see from Lefkofsky’s comments. Frontier model companies increasingly need scarce, domain-specific proprietary datasets, and Tempus owns one of the most valuable healthcare data assets in the world. Alphabet’s continued Tempus position makes that possibility especially interesting to watch. The financials are beginning to show the power of that structure. Diagnostics generated $261.1M in Q1 2026 revenue, up 34.7% YoY, driven by 28% oncology volume growth and 54% hereditary volume growth. This is the clinical engine. It keeps Tempus embedded in real patient care, physician decision-making, molecular testing, and healthcare workflow. Data & Applications generated $87.0M, up 40.5% YoY, with Insights growing 44.1% YoY. This is the higher-value AI, data licensing, modeling, and biopharma enablement layer. It shows Tempus evolving into a platform company with multiple compounding engines rather than a single-product diagnostics story. The flywheel is getting harder to ignore: • Diagnostics deepen the proprietary data asset • The data asset improves AI models and diagnostic algorithms • Those models and datasets support biopharma R&D • The partnerships generate more revenue, strategic validation, and product pull-through • More clinical activity strengthens the entire system The 2026 news flow has been excellent: • Q1 revenue rose 36.1% YoY to $348.1M, with gross profit up 43.1% to $222.0M • Tempus raised 2026 revenue guidance to $1.59B-$1.60B and maintained an expectation of approximately $65M in adjusted EBITDA • Merck expanded a multi-year strategic collaboration with Tempus focused on AI/ML-driven precision medicine, biomarker discovery, cancer resistance mechanisms, and oncology development • Gilead expanded its multi-year collaboration with Tempus, including enterprise-wide access to its AI-driven Lens platform and broader multimodal datasets to support oncology R&D and real-world evidence generation • Daiichi Sankyo entered a strategic oncology collaboration using Tempus’ proprietary foundation models, including PRISM2, to support biomarker discovery and patient stratification across an ADC clinical program • Bristol Myers Squibb expanded its strategic collaboration with Tempus to apply AI, multimodal real-world data, and data science techniques across oncology and neuroscience clinical development programs • USC and Tempus announced a strategic collaboration aimed at accelerating AI-driven precision medicine across patient care and research, with the USC system representing more than 1.5M annual patient visits • NYU Langone Health entered a multi-year strategic collaboration centered on precision oncology, serial molecular profiling, and the development of AI-powered diagnostic tools and personalized therapies • Northwestern Medicine selected Tempus to expand genomic testing access for oncology patients, including DNA and RNA profiling, liquid biopsy, MRD, and broader next-generation sequencing access • Tempus launched automated Active Follow-Up, an AI-enabled clinical update service designed to provide ongoing therapy monitoring and context-aware notifications through its physician portal • Tempus reported Total Remaining Contract Value above $1.1B at year-end 2025 and 126% net revenue retention. It also disclosed that it signed data agreements with 70+ customers during 2025, including $AZN AstraZeneca, $GSK GSK, $BMY Bristol Myers Squibb, $PFE Pfizer, $NVS Novartis, $MRK Merck, $ABBV AbbVie, Daiichi Sankyo, $LLY Eli Lilly, and Boehringer Ingelheim That pharma list matters. These are some of the largest pharma and drug developers in the world. They are increasingly using Tempus’ multimodal datasets, AI-enabled analytics, and platform capabilities for biomarker discovery, drug development, clinical trial design, patient stratification, and real-world evidence. I think the market is still underappreciating what $TEM is becoming. Diagnostics is growing. Data & Applications is growing faster. Insights is compounding at a high rate. Major pharma relationships are broadening. Proprietary models and diagnostic algorithms are expanding. The dataset keeps getting larger and more valuable. Frontier AI companies themselves are beginning to recognize how important proprietary data assets like Tempus’ could become. The price action has been frustrating. The thesis has kept improving. At some point the rotation changes. Long-duration AI platforms regain attention. Healthcare AI gets reassessed. Investors begin to understand that Tempus belongs in a different strategic category from SaaS or legacy diagnostic names. $TEM is building proprietary healthcare intelligence infrastructure for the AI era, and I think the market will eventually pay much more attention to that reality. I have no idea when the rotation will hit, but I'm positioned and adding to my position until it does.

Never deleting this app ☠️

@elonmusk @benshapiro @SwipeWright I don't listen to him, so zero speed. In that way, I'm significantly smarter than you lol.

@benshapiro @SwipeWright Most podcasts I listen to at 2X speed, but Ben is only at 1.5X speed

All the haters can kiss my ass

@badazn It's obvious you're the coward and are just projecting because your post does not apply to Chud. Get wrecked noodle man.

This is not a martyr. This is a coward. Anybody celebrating someone getting imprisoned or harmed because of their racial background is a disgusting human being. If you despise white, black or Asian people… There is a deeper underlying issue at hand. Because you can acknowledge race realism and avoid tribal violence easily if you’re even a modicum of conscientious. Like I don’t hate jews, I joke that I do for the sake of twitter culture from time to time but the supremacy and corruption in the Talmud is the targeted problem at hand here. That being said, Chud was walking around strapped whilst antagonizing others for clickbait applauding from the politically incelibate. When push came to shove he didn’t have the muster to throw hands and took out his gun and fired. He was a coward, not a martyr. Whether he is black, white, Asian or otherwise is beside the point here. He was a pussy masquerading as a big mouth tough guy who got the logical conclusion of his buffoonery.

@Polymarket This hypocritical pile of trash didn't care until she saw Trump had trades.

JUST IN: Sen. Elizabeth Warren calls for a ban on stock trading by the president, vice president, and members of Congress.

@PeeHal25 @JohnSmith75757 Talented? 🤣🤣🤣🤣 We only created all of civilized society from nothing. Go type some more on your White man invented phone, but just text your Mom. She's the only one that cares.

@JohnSmith75757 Social dominance??? Dismantle?? White ppl and White men in particular will never have social dominance or cultural dominance because you’re not talented or polarizing enough to do so.

If you watch this video and still can’t see that the Chud’s noble goal is to dismantle Black social dominance, you’re in a coma

Judicial fraud that @JDVance is doing nothing about.

@VP It's wild how hard you're marketing this while Omar, Walz, Newscum, and Jayapal are all still free.

VP Vance is fighting fraud and saving billions of dollars for American taxpayers🇺🇸

Would it help you to know that @JDVance says he's taking care of the fraud? The government is a complete joke.

@_BasedCow_ Looks to me like the black officer is trying to intimidate him in court.

A White man shoots a nig in self-defense and is hit with a $1.25 million bond. A black career criminal can rack up offenses his entire life and walk free on cashless bail every single time. White privilege.

@timburchett Because you're all in on it.

Why can’t we lead?

@akishore How do the capped call transactions affect dilution? Is it really 11%? $TEM

So $TEM just wiped out its entire senior secured debt and dropped its cash interest to zero. The mechanics: a $460M offering of 0.00% convertible notes due 2031, with ~$307.7M of those proceeds used to fully retire the senior secured credit facility. Swapping hard bank debt for long-dated equity risk is a pretty big move.

@DOJFraudDiv Only $39 trillion to go.

@RealJamesWoods If you put is blood under a microscope, it probably just says treason in small print.

No Trump judges, no voter ID SAVE Act, 50 bills already passed by the house in limbo. Pardon my language, but this guy is a worthless piece of shit. He’s worse than a grifter Democrat. Fetterman has done more for the Republican platform than this weasel. Treacherous rat.