Tempus AI (TEM) still has upside if execution stays strong. The ~83% YoY revenue growth shows real commercialization, and any improvement in margins or enterprise penetration could re-rate the stock as healthcare infrastructure rather than a pure growth play.
Between ServiceNow & Snowflake versus IGV, I’d favor the platforms. AI value is concentrating in orchestration and data layers, not broad software baskets. For Nvidia, I remain bullish long term but would only add on sentiment-driven pullbacks, not strength.
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- snuggix·01-14 08:57TOPSolid take on AI workflows! Tempus growth looks strong. [看涨]1Report
- icycrystal·01-14 11:47TOPthanks for sharing1Report