TEM · Tempus AI Inc.
The AI's read
TEM ripped ~11% today after an AI-healthcare rally led by strong Doximity results. A CellCarta collaboration gives Tempus a clear, company-specific headline. Market already moved 10.8%, so some reaction is priced. Technicals are mixed and the longer-term trend still shows overhead supply, so follow-through isn't guaranteed. We lean bullish because the catalyst is fresh and the move isn't a full-blown run yet. Conviction 90% and position size should be modest until the bounce proves sustainable.