If I had to follow one theme into 2026, it would be AI embedded directly into revenue-generating workflows. The market is moving beyond chips toward companies using AI to improve margins and execution in retail, pharma, and healthcare. That’s where AI spending becomes durable.
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.
@TigerStars @TigerClub @Tiger_comments
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