u/Damon2149

I believe Tempus AI (TEM) looks interesting relative to Guardant Health (GH)

TEM is guiding to ~$1.6B of 2026 revenue and trades around ~6x sales, while GH is guiding to ~$1.35B and trades closer to ~15x sales. GH is growing faster (~37% vs. ~25%), so it deserves a premium, but TEM is already adjusted-EBITDA positive while GH is still burning significant cash.

Even giving GH a large growth premium, the valuation gap looks pretty extreme. Am I missing a key reason TEM deserves to trade at less than half GH’s market cap? Tempus has a 9B valuation while Guardant boasts an expensive 23B valuation while they both are running similar numbers.

Also one of the most significant places where AI could take off would be in biotech companies like Tempus and AI. Tempus has an extremely large data moat and serve very broad areas of healthcare. They also hit their first GAAP positive quarter and are trending towards profitability. Tempus acquired Personalis for 1.5 billion so that dilution might be a little downside. AI in Biotech would probably be the next place for something to run massively in the future.

Has anyone had professor Cha for Orgo 1? (Chm 1240) How were your experiences? Does he record his lectures (important)? And is attendance mandatory?

Memory beat.
Optoelectronics beat.
Chips/GPUs beat.
Energy beat.
Hyperscalers are still increasing capex and using third party neoclouds.

Almost every piece of the AI infrastructure puzzle is showing strong demand.

Wouldn’t it be logical that neoclouds are the final piece, where all this hardware is actually being deployed and monetized, and therefore report a strong earnings in some capacity? (Not financial advice)

Not asking you to rethink your thesis. But im curious as to why you have chosen Neoclouds like Nebius in place of lets say Memory or Optoelectrics or Energy (The Shovels) when the others are necessary for every part within a data center and chip produced. Since recently they have all moved quite similarly to varying degrees.

I want to statistically analyze with a large n size of what a general consensus would be among reddit as the top 3 stocks to buy and hold for 6 months. This will be posted every 6 months to see how accurate redditors are at nailing the mark.
Give your top 3 stocks. I will tally it, and the top 3 most reoccuring ones will be the 3 stocks for the 6 month period. I will edit the post with the 3 chosen stocks after 3 days. Then the results will be posted after the 6 months are over.

Microsoft trades under its 200wma and fundamentally it looks solid. Why has it lagged behind so many other Mag 7's? Is this a buy opportunity or should I walk away? Will the OpenAI lawsuit potentially drag it down further? At what price would you buy?

Blink Cameras I own:
I own 4 Outdoor 4s
2 Mini 2's
and they are hooked up to the Sync Module XR.
Sandisk extreme pro micro sd card 256GB.
(Only microsd storage and no usb)
The issue is that during my Blink Subscription free trial, I had access to both cloud storage and local storage. When the free trial expired, I expected to lose cloud storage but still be able to use local storage through my Sync Module XR. Instead, I lost access to both.

"MicroSD Card not Compatible The attached MicroSD Card is not compatible. Try inserting a different device or tap the link below to learn more about using external storage devices with the Sync Module"
What would be the fix to this? Would I have to buy the subscription then cancel it since I never directly cancelled the free trial?
The strange part is that this exact microSD card worked perfectly during the free trial.

https://preview.redd.it/kvwcpfyyr98h1.png?width=1022&format=png&auto=webp&s=08ebafad2d4a340caaa70c2e00993b1d65470379

I joked about my age and I got banned. Can I appeal this? I can send my ID that shows im an adult.

I know making conditionals in life isn't necessarily a good habit. However I swore an oath that I will engage in better habits in life and change. (I have already been on my way but especially now). Now that this promotion has occurred, I truly thank the club and this moment. We dare to dream 😄