NORCAL

SPORTS HIKING AND LOVE GOD

[Peter DiCarlo @pdicarlotrader]

Recording a ton of analysis videos after the bell

What names do you want to see this weekend? 🔔⬇️

[NORCAL @Norcal555]

@pdicarlotrader Thanks really appreciated own your guidance I buy $CRWD AROUND 350. Can you look $RBRK and $TEM.

[NORCAL @Norcal555]

@amitisinvesting What not $ARM

[Banana3 @Banana3Stocks]

$NVDA

🍌 NEWS:

"If you go out right now saying you want a thousand GPUs, truly.. people are talking about Q2 of next year. So 12 months out, maybe 15 months out.

We have a cluster.. in one of these clouds.. of B200s.. Our unit price right now is $2.63 an hour.. that's up for renewal in October. They came to us already in May and said $5.10 is the new price.. So double." -says Baseten CEO @tuhinone to Altimeter's @apoorv03

🍌 Opinion, this ridiculous need to anticipate the end of AI and constantly call it a bubble just tells me peoples real misunderstand of the technological Industrial Revolution going on

It’s a literal criminal activity that $NVDA isn’t riding above a 35 multiple as they grow 70% with 74% margins and all line items literally accelerating as the portfolio management community thinks every week they have “jumped the shark” and hit some “high water mark” you stupid imbeciles 🤦‍♂️- their products have such high demand price is about to double 😘

[NORCAL @Norcal555]

$TEM lets ride

[Echo Analysis @EchoAnalysis]

$TEM 🧬

AI platform helping doctors diagnose and treat cancer using genomic data.

$1.27B revenue. Losses down 67% YoY. FDA approval just landed. Bristol Myers Squibb partnership signed.

AI meeting healthcare. 👀

[NORCAL @Norcal555]

@crisronalssi Sell option to get long call 👍

[Peter DiCarlo @pdicarlotrader]

$NVDA 4hr BX increasing and coming out of this wedge

Good sign for a bottom

Next step is Daily BX increase

[Echo Analysis @EchoAnalysis]

$TEM About to break out 👀

Price testing the 50DMA and upper trendline.

Entry on a trendline breakout.

Wave 3 target: 184% 🚀

[NORCAL @Norcal555]

@pdicarlotrader Hi can you do analysis on $ARM. Thanks

[NORCAL @Norcal555]

@preetkailon Are you running DISCOR or only tweeting

[The Value Trader @TheValueTrade]

$NVDA has now seen a lower low...

Pullbacks come in 3 Waves..

So, if the price can now find support at the 50 DMA, technically we can see the next leg up..

[NORCAL @Norcal555]

@wickedstocks As you planning to add SEMICOUNDTER stocks and some CYBERSECURITY analysis. thanks

[NORCAL @Norcal555]

@stageanalysis hi can you give coupon code for annual membership. i did DM

[NORCAL @Norcal555]

@EchoAnalysis $RDW 22 yesterday start a new position. Thanks @EchoAnalysis also can give your opinion on $TEM weekly 54 close look good. 👍

[Patient Investor @PSInvestor]

$TEM is open-sourcing the core of the digital pathology platform it just paid for. $TEM , alongside Yale New Haven and Memorial Sloan Kettering as founding members, launched an open-source consortium and will open up the Paige Image Management System, including the FullFocus viewer and FullFolio case management.

The interesting part is the strategy. $TEM bought Paige in 2025 for about $81M, mostly in stock, largely for its data and AI. Giving away the viewer and the management layer looks backwards until you see the play. This is a land grab for the standard.

By open-sourcing the plumbing and getting two of the most respected cancer centers to anchor governance, $TEM is positioning Paige as the default rails for digital pathology worldwide. The more institutions that build on those rails, the more slides and workflows run through a Tempus-shaped ecosystem, which feeds its data advantage and the paid AI that sits on top.

The paid layer stays separate. The consortium runs independently of $TEM ' commercial pathology offering, so the open-source piece is the baseline while the biomarker AI like Paige Predict remains the product.

Paige's dataset originally came from MSK, and $TEM also funds MSK research, so MSK anchoring the consortium is partly an extension of an existing relationship rather than fully independent validation.

Razik Yousfi, who ran Paige and now leads AI products at $TEM , said AI foundation models now let digital pathology 'generate powerful insights directly from whole slide images,' across cancer detection and molecular profiling.

This is a positioning move, not a revenue event. But in a market this early, setting the standard can matter more than any single contract.

Bullish on the strategy, patient on the payoff.

[Manpreet Kailon @preetkailon]

$MSFT Chart Update.
That 425/430 breakout was the one. Said it was the key level to watch and once it broke there was no looking back. Price pushed all the way to $475 nonstop pressure to the upside after that breakout. No real pullbacks, just grinding higher inside the channel the entire way.
Now pulled back and sitting right at 425/430. That's the big test. What was resistance for weeks just became support. This is exactly the level that needs to hold.
Channel is still intact. Trendline rising. 425/430 holding this retest would be a textbook support flip confirmation.
Hold it and the next leg toward 480/490 opens back up. Lose it and we reassess.
Big test. Watching closely

[chad. @chad_ventures]

This fakeout to the downside + subsequent breakout to the upside objectively looks bullish for $NVDA

[Echo Analysis @EchoAnalysis]

$TEM — Don’t rush this ⚠️

Price has lost the 0.786 Fib, but the next support lies just ~4% lower at the 0.887 Fib.

Support there is a solid entry.

Wave 3 target: +227% 🚀

[NORCAL @Norcal555]

@EchoAnalysis $TEM 54 look like warm up hiking. Let see

[Echo Analysis @EchoAnalysis]

$TEM — Don’t rush this ⚠️

Price has lost the 0.786 Fib, but the next support lies just ~4% lower at the 0.887 Fib.

Support there is a solid entry.

Wave 3 target: +227% 🚀

[NORCAL @Norcal555]

@Liathetrader @pnwguerrilla My favorite place. Always like to go