Tempus AI (TEM): The “TechBio” Disruptor Cleaning Up Healthcare’s Data Mess
Tempus AI is attempting to solve healthcare’s massive data fragmentation problem by building one of the world’s largest proprietary clinical datasets through genomic testing and AI applications. While the company is seeing explosive 85% revenue growth, investors must weigh this potential against significant cash burn and a heavy debt load.
Meta’s AI Data Center “Depreciation” Problem — Breaking Down Michael Burry’s Argument (So Far) Against the Hyperscalers and Nvidia
The third quarter of 2025 was wild. Michael Burry (the investor played by Christian Bale in The Big Short) revealed short positions in Nvidia (NVDA) and Palantir (PLTR), and is sounding the alarm on AI data center spenders like Meta (META). Read last week’s discussion on this here: Michael Burry’s AI Data Center Bubble Warning, […]