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Tempus AI (TEM) after Q3: $26M adjusted EBITDA, a $57M operating loss. What counts as profitable?

I went through Tempus's Q3 filings to see how close the business really is to profitability. Here's what stood out, and I'd be interested in how others are reading the quarter. First, what does Tempus sell? Q3 revenue was $411.5M, up 23%.…

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I am not really surprised.. Were you?
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I am not really surprised.. Were you?

Everyone has appeared shocked about this, when the news broke out.. and for some reason I couldn’t find myself surprised at all. I mean not that I think the spy-allegations or story is true, but the mere fact that this CEO has spent the better part of AI…

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Anthropic Retracts Filing That Showed IPO Target, Reuters Says
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Anthropic Retracts Filing That Showed IPO Target, Reuters Says

Anthropic Retracts Filing That Showed IPO Target, Reuters Says By Rachel Metz November 9, 2026 at 7:43 PM CST Updated on November 9, 2026 at 10:24 PM CST Save Translate Listen 1:24 • November 9, 2026 at 7:43 PM CST Updated on November 9, 2026 at 10:24 PM…

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NVDA at about 19x earnings ahead of November 17

Nvidia was around $179 Monday afternoon. That’s roughly 19 times the consensus adjusted earnings estimate for FY2027, which ends in January. That valuation has my attention. Last quarter, revenue reached $96.2B, up 106% from a year earlier.…

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My theory: Jensen and some powerful people have been making side deals with China, and the government knew

This is my theory. I have no proof, and none of what follows the facts section has been shown by any reporting Everyone wants Nvidia's chips and China's legally locked out. That's the perfect setup for someone to get rich in the middle.…

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