WHY SPRUCE GOT IT WRONG ON TEM?
$Tempus AI(TEM)$ Went through the Spruce short report & shared my full breakdown with subscribers -- but here are the high-level takeaways:
• Spruce misses the point. Tempus isn’t a diagnostics firm posing as tech -- it’s a tech company mining diagnostics for data.
• They see “2% AI revenue.” I see the runway. Just like $PLTR before Foundry scaled or $Axon Enterprise, Inc.(AXON)$ before software ate the hardware -- the payoff always lags the groundwork.
• Ambry wasn’t weakness -- it was vertical integration. Same reason $Amazon.com(AMZN)$ bought planes and $Tesla Motors(TSLA)$ built batteries: control the inputs, own the future outputs.
• This isn’t a bet on reimbursement codes. It’s a bet on Tempus becoming the ChatGPT of your medical history -- the interface between data and diagnosis.
I added.
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