Rictangular

father, husband and forever learning

[Rictangular @Rictangular1]

@jvisserlabs i love your thoughts. I recently just came across your profile and youtube channel and subscribed. I find your ideas interesting around $LLY and how they are an AI play. What are your thoughts around $tem as they seemed to also fit your ideas around AI and healthcare

[Rictangular @Rictangular1]

@Seniorstrategen @niuxiongtrader Does this mark the end of the bull run?

[Rictangular @Rictangular1]

@PSInvestor For a position in stock like Tempus, how long do you hold these typically for? Obviously depends on price targets, but I'm just wondering when you decide to take a long position on something like this (which can at times be frustrating), how long is your time horizon?

[Rictangular @Rictangular1]

@paul_k_0907 @DayleenVann you hit it right on the nail. there are tons of jobs out there that "Canadians" don't want to do themselves...or think they are too good for.

[Rictangular @Rictangular1]

@ZaStocks Precision medicine

[Rictangular @Rictangular1]

@AuditTheHerd @nikitabier A good chance these guys are just waiting on your deep dive, and then say it was theirs. Appreciate your analysis.

As for $TEM recent news re. Yale and MSK, I feel like it is more a position play to remove any advantage Roche is trying to do with their PathAi acquisition.

[Rictangular @Rictangular1]

@AuditTheHerd At the same time, it is likely just a slow grind up until either asp, or growth in data and app becomes a larger component of their gross profit margins. Or unless a frontier model decides beat others in the proprietary data race

[Rictangular @Rictangular1]

@AuditTheHerd It’s good to see that real world applications and solutions are coming from TEM especia at this pace. Seems like every week something they have been building has been released. It also does seem like alot of their stuff in data and app is coming out quicker than anticipated

[Rictangular @Rictangular1]

@TexasOncologist @citrini From someone who lives and breathes oncology and actually has stepped foot in ASCO, Would love to hear your thoughts on Tempus AI, it’s possible efficacy, and if you think it is legit. All the best

[Rictangular @Rictangular1]

@PSInvestor appreciate your take. i would agree, it is incredibly frustrating to watch. in some ways, matches palantir's path, where it also took profitability to really get the market to see what they were achieving.

[Rictangular @Rictangular1]

@Neb2323 good insights. from your exp and understanding, typically how long do these overhangs or "dampenings" usually take to clear?

[Rictangular @Rictangular1]

@Seniorstrategen with that parabolic of a rise, i can see why you are cautious come october.

[Rictangular @Rictangular1]

@mcuban Mark, what are your opinions on AI in Healthcare?

[Za @ZaStocks]

$MDB

MongoDB and Anthropic have a partnership to build advanced Generative AI and AI agent architectures.

These monster bases have been paying, what a big picture chart.

[Rictangular @Rictangular1]

@PSInvestor Well said. Great analysis. I appreciated the breakdown so you got a new follower 🙏

[Rictangular @Rictangular1]

@JaguarAnalytics waiting to see your hidden angles piece on $TEM, especially after the fda clinical trial pilot. Havent seen any of your notes with tempus as of yet. Hope all is well. Keep up the great work. Great wisdom here.

[Rictangular @Rictangular1]

@AuditTheHerd So you thinking it’s just management being “conservative” but possibly a case of “under promise over deliver”?

[Rictangular @Rictangular1]

@Seniorstrategen Truly a remarkable insight. That would be a huge melt up. I presume the possible fall to be just as epic when ever if ever it comes. Nonetheless i will miss your knowledge, and thank you for sharing your wisdom.

[Rictangular @Rictangular1]

@Seniorstrategen Simon, From your experience, how often do you use these patterns in your tool belt? do you find them useful in your analysis? Do they often play out?

[Rictangular @Rictangular1]

@BeegJj Will miss you. Enjoyed positivity and you insights