My thesis on Tempus AI, Inc. (NASDAQ: TEM ) around the end of July 2025 was watchful and in error, given the ~75% rally since the quarterly results in early August. My primary stance at that point wasI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model valida ...