# ![@AuditTheHerd Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2001724228165603331.png) @AuditTheHerd Audit The Herd

Audit The Herd posts on X about $tem, ai, $odd, tem the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2001724228165603331/interactions)
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- [--] Week [----------] +332%
- [--] Month [----------] +101,777%

### Mentions: [--] [#](/creator/twitter::2001724228165603331/posts_active)
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- [--] Week [---] -0.91%
- [--] Month [---] +368%

### Followers: [-----] [#](/creator/twitter::2001724228165603331/followers)
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- [--] Week [-----] +4.60%
- [--] Month [-----] +164%

### CreatorRank: [-------] [#](/creator/twitter::2001724228165603331/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2001724228165603331/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  71.96% [finance](/list/finance)  35.51% [technology brands](/list/technology-brands)  13.08% [cryptocurrencies](/list/cryptocurrencies)  2.8% [countries](/list/countries)  0.93% [financial services](/list/financial-services)  0.93%

**Social topic influence**
[$tem](/topic/$tem) #4, [ai](/topic/ai) 14.95%, [$odd](/topic/$odd) #6, [tem](/topic/tem) #550, [$hims](/topic/$hims) #188, [business](/topic/business) 9.35%, [$lmnd](/topic/$lmnd) #38, [in the](/topic/in-the) 8.41%, [company](/topic/company) #3008, [insurance](/topic/insurance) 4.67%

**Top accounts mentioned or mentioned by**
[@cedarstresearch](/creator/undefined) [@aviagrawaal](/creator/undefined) [@nerdcapk](/creator/undefined) [@mattscottcap](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@sergeant991](/creator/undefined) [@cesarsroy](/creator/undefined) [@5xcap](/creator/undefined) [@matiasmanuel71](/creator/undefined) [@growthstocks54](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@callleefree](/creator/undefined) [@lemonadeinc](/creator/undefined) [@accountingds](/creator/undefined) [@deepmoatsociety](/creator/undefined) [@incomearca9csr](/creator/undefined) [@gfilche](/creator/undefined) [@mvcinvesting](/creator/undefined) [@oddityoddballs](/creator/undefined) [@mitchmartan98](/creator/undefined)

**Top assets mentioned**
[Tempus AI, Inc. (TEM)](/topic/$tem) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Lemonade, Inc. (LMND)](/topic/$lmnd) [UiPath, Inc. (PATH)](/topic/$path) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh) [The Root Network (ROOT)](/topic/$root) [Microsoft Corp. (MSFT)](/topic/microsoft) [Sea Limited (SE)](/topic/$se) [ZetaChain (ZETA)](/topic/$zeta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Reposting as original link was broken. Let me know your thoughts https://open.substack.com/pub/isolatedalpha/p/tempus-ai-tem-building-the-foundationalr=3mcyrp&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/isolatedalpha/p/tempus-ai-tem-building-the-foundationalr=3mcyrp&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/AuditTheHerd/status/2010039442812350739)  2026-01-10T17:22Z [----] followers, [----] engagements


"Yesterday I brought up Claude with the CFO and our Head of IT. Quick recap: Im in finance at a small CPG company. For the last year weve been working to get AI working with Microsoft Copilot Studio + some UiPath RPA scripts. The low hanging fruit is actually decent with automated emails sorting workpapers the usual repetitive Excel stuff. But anything that entails real analysis in Excel still requires hand building templates or writing code which is slow annoying and basically defeats the point. So I floated Claude as a potential option. And IT shut it down fast.said governance and security"  
[X Link](https://x.com/AuditTheHerd/status/2022298118620930062)  2026-02-13T13:13Z [----] followers, [----] engagements


"$TEM: Tempus AI is positioning itself as the Amazon of precision medicine. For some reason Tempus AI is still flying somewhat under the radar for many investors (which i like) but its potential stands out as exceptional to me. The company is quietly building what could become the core platform for modern medicine much in the way Amazon started with books before transforming entire industries. Amazon encountered strong pushback from traditional bookstores which viewed two day delivery and rock bottom prices as unattainable. Those doubts proved unfounded as Amazon pressed forward and expanded"  
[X Link](https://x.com/AuditTheHerd/status/2011056102096482585)  2026-01-13T12:41Z [----] followers, [----] engagements


"$TEM: Strategic Pathway to a $175 Billion Valuation A thread🧵"  
[X Link](https://x.com/AuditTheHerd/status/2012910680760897611)  2026-01-18T15:31Z [----] followers, 10.8K engagements


"$ODD I don't call bottoms but I think this is a start of an uptrend. Volume has been falling (no more sellers) and price is finally stabilizing. I'd like to see a close over $40 for confirmation along with a spike in volume as we saw in May. Intrinsic value aligns with top fib around $80. NFA. https://twitter.com/i/web/status/2013285754567274991 https://twitter.com/i/web/status/2013285754567274991"  
[X Link](https://x.com/AuditTheHerd/status/2013285754567274991)  2026-01-19T16:21Z [----] followers, [----] engagements


"If interested for more info on $ODD https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/AuditTheHerd/status/2013286078795362674)  2026-01-19T16:23Z [----] followers, [---] engagements


"Why Tempus AI is so critically important in today's healthcare ecosystem Modern medicine excels in silos: top tier specialties EHRs (Epic) labs (Quest) workflows and AI tools generate vast high quality data yet when a patient's condition crosses boundaries spans rare diseases or defies standard models synthesis fails. Diagnostic delays stretch years "normal" results mislead and cross disciplinary insight remains unowned. This is a huge problem that has puzzled me for years and then I came across $TEM. Tempus AI directly solves this fragmentation and that's why it's foundational. Tempus has"  
[X Link](https://x.com/AuditTheHerd/status/2013362676282397002)  2026-01-19T21:27Z [----] followers, [----] engagements


"$HIMS I've been in and out of this since $6. Lots to like but right now the risks outweigh for me. Key concerns: [--]. The Novo fallout burned bridges why would big pharma partner with them after that [--]. Peptides (beyond select GLP-1s) remain unapproved FDA territory. Even approvals could take years with cheaper branded options already available. [--]. Oral GLP-1s (convenience no injections) will likely cannibalize much of HIMS's weight loss segment. [--]. At home blood testing is a slow cross sell play (mainly to HRT/longevity) not a quick topline driver. [--]. International expansion faces big hurdles"  
[X Link](https://x.com/AuditTheHerd/status/2013729968849555659)  2026-01-20T21:46Z [----] followers, [----] engagements


"Down almost $80k already on my $TEM position (main acct - still have some in brokerage). Am I worried No. I bought into this position fully knowing that my position could get cut in half relatively quickly. As far as Im concerned the business just pre announced earnings and is firing on all cylinders Paige Predict launch today $1.1B TCV 70+ pharma deals positive EBITDA inflection. Do not buy this stock if youre not comfortable with volatility. It could go to $50 as easily as $100. What matters is the constant progression of the business over time."  
[X Link](https://x.com/AuditTheHerd/status/2014037029265326413)  2026-01-21T18:07Z [----] followers, [----] engagements


"@CedarStResearch I have to ask do you see any MOAT determination with the rise of agentic/LLMs Im wondering if most insurance companies can build an internal stack now or part of one especially bc it was a segment of $HCi. Its less complex than the entire $LMND business model no"  
[X Link](https://x.com/AuditTheHerd/status/2014316964445823325)  2026-01-22T12:39Z [----] followers, [---] engagements


"@TheRonnieVShow [--]. $ODD"  
[X Link](https://x.com/AuditTheHerd/status/2014320789084873069)  2026-01-22T12:54Z [----] followers, [---] engagements


"Ive been in and out since IPO. The liquidity enables you to buy at amazing prices. Very little volume and small float. I dont think there is any other buy that checks all boxes for me right now like $ODD does (management financials business fundamentals ect). Still surprises me no one looks into it but I believe the male demographic doesnt understand beauty. https://twitter.com/i/web/status/2014668116974784749 https://twitter.com/i/web/status/2014668116974784749"  
[X Link](https://x.com/AuditTheHerd/status/2014668116974784749)  2026-01-23T11:54Z [----] followers, [---] engagements


"@Growthstocks54 100% best opportunity in the market at these prices"  
[X Link](https://x.com/AuditTheHerd/status/2014682020543168937)  2026-01-23T12:49Z [----] followers, [---] engagements


"$GH vs. $TEM: Closest rivals in precision oncology $GH focuses on blood based tests (liquid biopsy niche) while $TEM leverages broader AI + multimodal data (genomics clinical imaging) across oncology and beyond. Latest metrics (TTM or recent prelims as of Jan 2026): $GH (Guardant Health): TTM Revenue: $903M TTM Revenue Growth: +30% (full [----] prelim 33% YoY to $981M) Gross Margin: 63% Market Cap: $15B $TEM (Tempus AI): TTM Revenue: $1.11B (2025 prelim full year $1.27B) TTM Revenue Growth: +73%+ (2025 full year 83% YoY incl. acquisitions; organic 30%) Gross Margin: 62% Market Cap: $12-13B"  
[X Link](https://x.com/AuditTheHerd/status/2014689504527855926)  2026-01-23T13:19Z [----] followers, [----] engagements


"Key Catalysts for My Core Positions in [----] $TEM Federal reimbursement expansion for broader AI driven applications will likely hit this year or in [----] (wont see prices below $100 after that). CMS approved coverage for ECG based AI algorithms already (I.e atrial fibrillation risk detection via ECG-AF) in [----] with reimbursable CPT codes now in place ($128 per assessment). Progress continues toward wider adoption in cardiology and oncology supported by additional FDA clearances and potential new clinical AI payment pathways in [----]. Data and service growth (also higher margin) will drive"  
[X Link](https://x.com/AuditTheHerd/status/2015051533612978498)  2026-01-24T13:18Z [----] followers, [----] engagements


"Its for sure complex thats likely why its so under the radar. If i had to explain it to a [--] year old. Tempus AI helps doctors fight sickness like cancer by looking at info from millions of other patients test results pictures and which medicines worked best. The computer uses that huge pile of real info to quickly tell doctors: 'This treatment helped people just like this before.' Why can't others copy it easily Because Tempus has collected one of the largest restricted collections of this special patient info ever with 4000+ medical institutions and it keeps growing bigger every day. It's"  
[X Link](https://x.com/AuditTheHerd/status/2015089494190366931)  2026-01-24T15:49Z [----] followers, [---] engagements


"I am a fan of $SE at these prices. Just about to cross over the [--] MA and is a hedge against US markets. Profitable growth platform: Profitable while still delivering 3040% revenue growth with Q3 [----] revenue at $6B and strong EBITDA and net income expansion. Shopee scale + leverage: Ecommerce GMV continues to grow 2530% YoY with logistics increasingly in house setting up operating leverage as margins normalize toward managements 23% target. Fintech is the margin engine: Monee/SeaMoney is growing fastest (60%+ YoY revenue) with a rapidly expanding loan book and low NPLs. Garena adds upside"  
[X Link](https://x.com/AuditTheHerd/status/2015141821257801912)  2026-01-24T19:17Z [----] followers, [----] engagements


"5. Financial Inflection Point The most bullish signal for me in [----] is the arrival of profitability. Most people will wait until full GAAP profitability is reached but it will likely be too late. Innovation takes a lot of upfront R&D to scale but the picture couldnt be more clear now. Tempus reached positive Adjusted EBITDA in late [----]. [----] Guidance: Revenue is projected to hit $1.59 billion w/ margin expansion and operating leverage through data insight sector growth. Management is now proving they can scale the business while letting profits flow to the bottom line"  
[X Link](https://x.com/AuditTheHerd/status/2015501377905258708)  2026-01-25T19:05Z [----] followers, [---] engagements


"Where does this leave us Tempus AI is the only company successfully monetizing AI in healthcare today. By turning every diagnostic test into a permanent data asset they have built a "legal monopoly" on the information required to develop the next generation of life saving medicines. One of the few companies I plan on holding for the next 5-10 years and that is why its my #1 position. If interested read more here: NFA as always. https://x.com/AuditTheHerd/status/2010039308531708393s=20 https://twitter.com/i/web/status/2015501380631294045"  
[X Link](https://x.com/AuditTheHerd/status/2015501380631294045)  2026-01-25T19:05Z [----] followers, [---] engagements


"$LMND Inside Lemonade Engineering Event Really would love if we could somehow get access to these https://luma.com/qrr5ce7m https://luma.com/qrr5ce7m"  
[X Link](https://x.com/AuditTheHerd/status/2016149294047277358)  2026-01-27T14:00Z [----] followers, [----] engagements


"$IBM's watsonx Orchestrate remains Maestro's ( $PATH) biggest competition in the emerging agent orchestration layer. Still early per management's own words but some real green flags emerging. In IBM's Q4 [----] earnings call (Jan 28) Arvind Krishna discussed software growth in the data sub segment (+19%) and responded to an analyst on drivers: "Data benefits both from our data products that we provide the organic innovation we have done with watsonx both the AI pieces and the Orchestrate piece for agents and we expect that demand keeps pulling through and going forward as people are deploying"  
[X Link](https://x.com/AuditTheHerd/status/2016916321447919679)  2026-01-29T16:48Z [----] followers, [----] engagements


"$TEM Cancer treatment has shifted toward precision oncology. But what exactly does that mean It means matching therapies (targeted drugs immunotherapies clinical trials) to a tumor's specific molecular profile (biomarkers like EGFR mutations ALK fusions MSI status HER2 BRCA etc.). Traditionally this requires next generation sequencing (NGS) or other molecular/IHC tests which: - Consume significant tumor tissue (sometimes the biopsy is too small or depleted after initial diagnosis). - Are expensive and slow (days to weeks for results). - Aren't always feasible (e.g. insufficient material"  
[X Link](https://x.com/AuditTheHerd/status/2016937809332891916)  2026-01-29T18:13Z [----] followers, [----] engagements


"With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for me especially the Novo Nordisk partnership blowing up so quickly and the ongoing reliance on compounding GLP-1s. The Novo deal was announced in April [----] as this big credibility win branded Wegovy on the platform better access all that. Then just two months later in June Novo pulled the plug accusing Hims of illegal mass compounding (calling compounded versions "knockoffs" under the"  
[X Link](https://x.com/AuditTheHerd/status/2016997651145748622)  2026-01-29T22:11Z [----] followers, 30.4K engagements


"@JKeynesAlpha Glad you saw it early on. Reimbursement for Medicare /AI algos should happen within the next [--] years thats why Im not waiting for a better entry point. I can guarantee you people will finally catch on when the stock is $100+"  
[X Link](https://x.com/AuditTheHerd/status/2017021753361400186)  2026-01-29T23:47Z [----] followers, [---] engagements


"Cooper what are you doing Docking it in $TEM . If youre not comfortable being in the red you dont deserve to have compounding gains. I am not the type of person to try to get the perfect entry points on the few stocks I see as being 5-10x down the road. My FV right now is anywhere around $90-120 without any of the catalysts I see coming especially Medicare/AI reimbursement. I would rather lose a little bit in the short term and have the comfort of mind that I have position rather than the stock take off before then. Could this go back to $40 Sure but it could easily go back to $100+. I am"  
[X Link](https://x.com/AuditTheHerd/status/2017578536161149316)  2026-01-31T12:39Z [----] followers, [----] engagements


"$TEM "Marty McCary and the FDA have made it very known that they're going to be trying to accelerate approvals whether that's 510K or actual approvals for algorithms that are used in medicine." Why this is important She's discussing FDA leadership's commitment to faster approvals explicitly including for AI/ML based algorithms (e.g. software as medical device diagnostic tools). As approvals move forward so will reimbursement for these tools. This will be Tempuss Nvdia moment. Highly recommend everyone listen to this recent interview this past month (with Eric the CEO of Tempus) as part of the"  
[X Link](https://x.com/AuditTheHerd/status/2017937611571044676)  2026-02-01T12:26Z [----] followers, [----] engagements


"What I look for in a company My portfolio consists of $TEM $PATH $LMND $ODD and $PYPL. These companies dont all exhibit what I look for below but they do meet 2-3 of them at least. [--]. Founder still owns a big piece and runs the show I like businesses where the person who started it still has real skin in the game and proven they can actually execute over time. $ODD is a perfect example of this. Oran (CEO) is a true operator and has above 15% control of the business. [--]. High ROIC (or a believable path to it) The company should be earning a strong return on the capital its invested well above"  
[X Link](https://x.com/AuditTheHerd/status/2017953469076840544)  2026-02-01T13:29Z [----] followers, [----] engagements


"@Sergeant991 Haha Ive actually been following zeta for longer than most people on here Dont currently have it though was planning on holding it longer but had a couple of better opportunities $ZETA seems to becoming very popular. I started a position after the short report in [----] (much before most of retail). Terrible CB right Here's why I don't care. (Continued) https://t.co/j0HOQ9MhKA $ZETA seems to becoming very popular. I started a position after the short report in [----] (much before most of retail). Terrible CB right Here's why I don't care. (Continued) https://t.co/j0HOQ9MhKA"  
[X Link](https://x.com/AuditTheHerd/status/2018002571311325639)  2026-02-01T16:44Z [----] followers, [---] engagements


"Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8% allocation followed by Google with 5%. That's a huge statement IMO"  
[X Link](https://x.com/AuditTheHerd/status/2018013845600510090)  2026-02-01T17:29Z [----] followers, 15.2K engagements


"Here is how I view $PATH right now: Lets be transparent about the bearish points first: [--]. Cannibalization from Claude (Anthropic) other agentic platforms and general AI agents This remains a legitimate risk. Pure LLM based agents can handle certain unstructured or dynamic tasks more flexibly and at lower cost than traditional RPA bots. The broader shift toward agentic AI can erode portions of UiPath's legacy RPA revenue if enterprises favor lighter code light solutions. [--]. Maestro pull through limited in the near term Maestro (UiPath's orchestration/control plane for agentic automation) is"  
[X Link](https://x.com/AuditTheHerd/status/2018057373999677597)  2026-02-01T20:22Z [----] followers, [----] engagements


"This is crazy General Catalyst is the same firm with $LMND and now has 14.6% of their portfolio in $TEM Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8% allocation followed by Google with 5%. That's a huge statement IMO. https://t.co/lQXj7qDMaJ Catalytic Wealth RIA has made $TEM their top purchase this past quarter. Currently holding 6.7m shares and now 14.6% of their portfolio. For reference their next top position is META with only a 6.8%"  
[X Link](https://x.com/AuditTheHerd/status/2018094819415933408)  2026-02-01T22:51Z [----] followers, 10.2K engagements


"The most significant edge in the market comes the moment you stop fixating on whether your portfolio is in the green or the red. I share my losses particularly on $TEM deliberately to demonstrate that drawdowns are simply part of the process. This is not cope.I genuinely do not care about being down $100200k on paper. What actually merits attention The underlying business performance. $TEM recently pre announced earnings beating expectations across all key metrics while posting core growth above 30% and overall revenue growth exceeding 80%. The company faces multiple meaningful catalysts over"  
[X Link](https://x.com/AuditTheHerd/status/2018301998932676671)  2026-02-02T12:34Z [----] followers, [----] engagements


"This is why ontology matters. $PLTR perfected it and $TEM is doing it right now in healthcare. Every AI company claims to have it few actually do. Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial"  
[X Link](https://x.com/AuditTheHerd/status/2018439833975238886)  2026-02-02T21:42Z [----] followers, [----] engagements


"I will happily sacrifice my portfolio if it makes finx influencers question their subscriptions to promote meme stocks. Be careful who you listen to on here(including me). Majority of the people cant even read a financial statement"  
[X Link](https://x.com/AuditTheHerd/status/2018790529778294890)  2026-02-03T20:55Z [----] followers, [----] engagements


"Imagine selling off $TEM after: - Announcing preliminary earnings beating expectations - Guiding even higher for the full year on massive data licensing momentum and pharma deals - Finally flipping adjusted EBITDA positive (and teasing GAAP breakeven soon) - Dropping multiple FDA algorithm clearances in oncology & cardiology within weeks - Watching Pelosi exercise calls and load up more shares right before/after the print - Seeing the stock rip +1525% in the first session post release - Then fade every single point of that gain over the next [--] days on zero news broad market rotation or"  
[X Link](https://x.com/AuditTheHerd/status/2018811587633570189)  2026-02-03T22:19Z [----] followers, [----] engagements


"I like $ROOT and it is cheap. Im not a fan of embedded insurance especially considering their large exposure to Carvana. Their IA channels (around 25% of their book if I remember correctly) are growing 40%+ (I know YoY is more) but will need to confirm that this earnings. Im not sold on the auto premium being say $200-400b in the future with autonomy. It will probably shrink which means $roots tam will shrink. $HImS Ive been following for years. I think it is a good opportunity here but it is going to take time. Too many acquisitions that are going to sit as fixed costs for a bit and pressure"  
[X Link](https://x.com/AuditTheHerd/status/2018986795883438272)  2026-02-04T09:55Z [----] followers, [---] engagements


"$PYPL serves as a clear reminder to me that genuinely transformative companies tend to trade at a valuation premium. In contrast stocks that appear cheap on the surface are often priced accordingly for good reason. I think that investors often forget that a successful turnaround has rarely been more difficult than it is today particularly in the highly competitive payments sector where execution challenges slowing growth technical debt and shifting competitive dynamics can quickly erode confidence. This is happening to SAAS as well. This brings me to the frequent question I receive about why"  
[X Link](https://x.com/AuditTheHerd/status/2019026683190276486)  2026-02-04T12:34Z [----] followers, [----] engagements


"@cesarsroy Ive been in and out of $odd since IPO. Was one of the first to talk about it on here. I still have a decent sized position. Probably the best risk reward here in the market from a financial and fundamental perspective. https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_campaign=post&utm_medium=web https://open.substack.com/pub/isolatedalpha/p/oddity-tech-profitable-ai-biotechutm_campaign=post&utm_medium=web"  
[X Link](https://x.com/AuditTheHerd/status/2019028744481194007)  2026-02-04T12:42Z [----] followers, [---] engagements


"@call_lee_free @5xCap What I mean is that the amount of premium that insurers can charge will go down. We are already seeing it with $lmnd giving cheap insurance to FSD owners. I agree that autonomy is far out but the market will start pricing some of that in"  
[X Link](https://x.com/AuditTheHerd/status/2019035548011364842)  2026-02-04T13:09Z [----] followers, [---] engagements


"@5xCap @call_lee_free Agreed. Both will do well though"  
[X Link](https://x.com/AuditTheHerd/status/2019047450653139039)  2026-02-04T13:56Z [----] followers, [--] engagements


"@call_lee_free @5xCap Will try to do another look soon and let you know I do like $ROOT just had such a large $LMND positions"  
[X Link](https://x.com/AuditTheHerd/status/2019055700064739435)  2026-02-04T14:29Z [----] followers, [---] engagements


"$LMND I made a post on this last night but deleted it because I wanted to see if my theory was right and didnt want to cause any chaos. I saw a huge order go through in AH yesterday (1.2m shares - not sure if it was one or several). This is the highest volume Ive seen on it in a while in AH when the normal volume trades 2mish. Looks like a short was being opportunistic. I will follow the short interest within the next couple of months as it has come down but might be going back up. https://twitter.com/i/web/status/2019065993562055052 https://twitter.com/i/web/status/2019065993562055052"  
[X Link](https://x.com/AuditTheHerd/status/2019065993562055052)  2026-02-04T15:10Z [----] followers, [----] engagements


"I could not think of a better mission for a company. $TEM is once in a lifetime opportunity. Once a year we gather all of our salespeople in one room.Spread amongst numerous specialty teams these 400+ individuals go to work each day with one common goal: bring precision medicine into real-world care. That work is complex. The stakes are high. Having a world class Once a year we gather all of our salespeople in one room.Spread amongst numerous specialty teams these 400+ individuals go to work each day with one common goal: bring precision medicine into real-world care. That work is complex."  
[X Link](https://x.com/AuditTheHerd/status/2019124424428159169)  2026-02-04T19:02Z [----] followers, [----] engagements


"$TEM Retail capitulation while Cathie is scooping up shares. Her trades on February [--] [----] came from two ETFs: - $ARKK (Innovation ETF): [------] shares bought - $ARKG (Genomic Revolution ETF): [-----] shares bought Combined total: [------] + [-----] = [------] shares of TEM. Interesting she sold $GH (slight competitor) and bought more tempus. https://twitter.com/i/web/status/2019381249182245060 https://twitter.com/i/web/status/2019381249182245060"  
[X Link](https://x.com/AuditTheHerd/status/2019381249182245060)  2026-02-05T12:03Z [----] followers, [----] engagements


"@Gfilche @Lemonade_Inc Definitely dont want to get into health insurance"  
[X Link](https://x.com/AuditTheHerd/status/2019410666365562930)  2026-02-05T13:59Z [----] followers, [---] engagements


"@CedarStResearch @Gfilche @Lemonade_Inc Not only that but the margins are so much smaller. Youre looking at 5% net now if youre lucky even with low expense ratios/good underwriting. Terrible business especially now with this administration"  
[X Link](https://x.com/AuditTheHerd/status/2019414621350949268)  2026-02-05T14:15Z [----] followers, [--] engagements


"@shai_wininger @tedcruz @Lemonade_Inc 👏"  
[X Link](https://x.com/AuditTheHerd/status/2019463010427830289)  2026-02-05T17:27Z [----] followers, [---] engagements


"New 13G/A filing for $ODD. FMR (Fidelity) LLC & Abigail Johnson are 7% owners. Abigail Johnson is the CEO of Fidelity but listed as owner in the filing. Interesting"  
[X Link](https://x.com/AuditTheHerd/status/2019484096494190607)  2026-02-05T18:51Z [----] followers, [----] engagements


"@mattscottcap $tem % continues to go up. Love to see it"  
[X Link](https://x.com/AuditTheHerd/status/2019721655950676314)  2026-02-06T10:35Z [----] followers, [---] engagements


"$HOOD Been waiting a while to start a position here. Its a falling knife for now but could be starting a position at the .236 fib around $60"  
[X Link](https://x.com/AuditTheHerd/status/2019777879693750406)  2026-02-06T14:19Z [----] followers, [---] engagements


"@CedarStResearch Love to hear this Just a good reminder how early we are. Out of curiosity how did he find it Its barely even talked about on x"  
[X Link](https://x.com/AuditTheHerd/status/2019937234137251882)  2026-02-07T00:52Z [----] followers, [---] engagements


"@mvcinvesting I was in it with you from the beginning (its Davy) and completely agree. Some people just have so much cognitive bias"  
[X Link](https://x.com/AuditTheHerd/status/2020178124248608821)  2026-02-07T16:49Z [----] followers, [----] engagements


"@Investinc_Intel Fair enough"  
[X Link](https://x.com/AuditTheHerd/status/2020228129026117966)  2026-02-07T20:08Z [----] followers, [---] engagements


"@jakebrowatzke @mvcinvesting Just some caution Jake. I think $odd is a better opportunity here. With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for me especially the Novo Nordisk partnership blowing up so quickly and the https://t.co/3LFhzLcb2j With respect to the $HIMS community I've been following the company for years longer than a lot of folks here (see below for proof). A few big decisions over the past year have raised real red flags for"  
[X Link](https://x.com/AuditTheHerd/status/2020250805580742819)  2026-02-07T21:38Z [----] followers, [---] engagements


"@accounting_ds Hows the cpa going"  
[X Link](https://x.com/AuditTheHerd/status/2020486388710273443)  2026-02-08T13:14Z [----] followers, [---] engagements


"@accounting_ds I cant imagine studying during busy season man I got a bit lucky in that respect. Are you big [--] or a local/regional firm"  
[X Link](https://x.com/AuditTheHerd/status/2020491690742800494)  2026-02-08T13:35Z [----] followers, [--] engagements


"@accounting_ds Thats what I did. Only lasted [--] years lol Shoot me a dm if you ever wanna through ideas out there. I went through the same process. Good luck"  
[X Link](https://x.com/AuditTheHerd/status/2020495256706515033)  2026-02-08T13:49Z [----] followers, [--] engagements


"@MatiasManuel71 Es mejor Que HIMS no Didnt translate that- just practicing my gringo spanish"  
[X Link](https://x.com/AuditTheHerd/status/2020512154042905016)  2026-02-08T14:56Z [----] followers, [---] engagements


"@MatiasManuel71 I think HIMS has more headwinds than oddity and now with the fda potential lawsuits there is blow up risk"  
[X Link](https://x.com/AuditTheHerd/status/2020526501335093658)  2026-02-08T15:53Z [----] followers, [--] engagements


"@OddityOddballs Absolutely. I can see upper 20%s and potentially low 30%s once brand [--] and [--] are fully scaled"  
[X Link](https://x.com/AuditTheHerd/status/2020587671840591971)  2026-02-08T19:56Z [----] followers, [--] engagements


"No amount of AI disruption will materially impact $TEM s MOAT. Competition Maybe but Tempus will remain the leader. .here is why Unparalleled data advantage Tempus possesses one of the world's largest multimodal datasets in oncology cardiology and related fields encompassing over [--] million patient records and more than [---] petabytes of data. This includes clinical notes molecular profiles such as genomic sequencing imaging and real world patient outcomes. The company has built these assets through partnerships with thousands of institutions physicians and most of the top pharmaceutical"  
[X Link](https://x.com/AuditTheHerd/status/2020603757827096687)  2026-02-08T21:00Z [----] followers, [----] engagements


"$HIMS has been offering personalized compounded GLP-1s (semaglutide based similar to Wegovy and Ozempic injectables) since mid [----] with broader access to compounded versions launching in May [----] at prices starting around $199/month. Why did it take Novo Nordisk until February [--] [----] to file the patent infringement lawsuit (alleging infringement of US Patent [-------] covering semaglutide formulations through 2032) Think of the boiled frog example. If you try to boil a frog by cranking up the heat immediately it will just jump out. But if you slowly turn up the temperature it will never know."  
[X Link](https://x.com/AuditTheHerd/status/2020857564628476391)  2026-02-09T13:49Z [----] followers, [---] engagements


"@longinvest32 You dont consider the $1b in convertible notes debt Id say its even more risky now with the stock price being lower considering its well below strike price and cant convert to equity Its not free money"  
[X Link](https://x.com/AuditTheHerd/status/2021219783555879044)  2026-02-10T13:48Z [----] followers, [---] engagements


"@jakebrowatzke I think its the best risk reward in the market at these prices"  
[X Link](https://x.com/AuditTheHerd/status/2021365960306020829)  2026-02-10T23:29Z [----] followers, [---] engagements


"$ODD I added around $100k today in a new account. These prices are criminal"  
[X Link](https://x.com/AuditTheHerd/status/2021280080157139121)  2026-02-10T17:48Z [----] followers, [----] engagements


"@yianisz $TEM owns almost 20% of $psnl Theyre both good buys but Tempus all day"  
[X Link](https://x.com/AuditTheHerd/status/2023374537325220242)  2026-02-16T12:30Z [----] followers, [---] engagements


"$TEM has god tier business model: [--]. Sell a test (Cash flow) [--]. Keep the data (Asset growth) [--]. License that data to Big Pharma (Pure profit) 126% net revenue retention and finally positive EBITDA. Eric Lefkofsky (CEO) set on a path [--] years ago to revolutionize healthcare after watching how siloed/inefficient the system was when his wife had cancer. Here is why $TEM (aka the AWS of precision medicine) is just getting started. https://twitter.com/i/web/status/2015501365305581863 https://twitter.com/i/web/status/2015501365305581863"  
[X Link](https://x.com/AuditTheHerd/status/2015501365305581863)  2026-01-25T19:05Z [----] followers, 16K engagements


"$PATH Someone is hitting the bid big 👀"  
[X Link](https://x.com/AuditTheHerd/status/2019877948556472494)  2026-02-06T20:56Z [----] followers, [----] engagements


"The software selloff has been indiscriminate. That's the opportunity. Most SaaS companies are getting sold for a real reason bc AI agents are replacing the workflows they were built on. If a $20/month AI tool can do what your software does the business model is broken. But there's a category the market is throwing out with the rest that doesn't belong there companies with proprietary data that can't be replicated. Models are becoming commodities. Anyone with an API key can build a product on top of GPT or Claude. What you can't replicate is the data that makes those models actually useful in"  
[X Link](https://x.com/AuditTheHerd/status/2023378278992445801)  2026-02-16T12:45Z [----] followers, [----] engagements


"Private credit is a ticking time bomb. If youre invested in $PYPL you should be watching whats going on in the space. $7b in BNPL financing agreement with blue owl last year seems fine for now but there might be risk if macro deteriorates. I.e PYPL might have to take back on the risk of the loans or renegotiate. Just watching it for now. And yes I still have my shares. And yes I am down $30k+. This is called being objective on your positions. Thanks for joining my Ted talk. https://twitter.com/i/web/status/2017214699725574403 https://twitter.com/i/web/status/2017214699725574403"  
[X Link](https://x.com/AuditTheHerd/status/2017214699725574403)  2026-01-30T12:33Z [----] followers, [----] engagements


"If youre complaining about $LMND price action you might need to have your head examined with all due respect. High beta is getting crushed across the board. The fact that the company is holding a $5b MC pre GAAP profitability is actually insane"  
[X Link](https://x.com/AuditTheHerd/status/2019753568085983710)  2026-02-06T12:42Z [----] followers, [----] engagements


"$HIMS This perspective has aged well. For context: I did not short the stock and I take no pleasure in investor losses. Hims & Hers' legal team possesses strong FDA expertise raising the question to me: Are they misguided Unlikely. The challenges stem from structural factors: 1) Core growth deceleration with ancillary vectors (blood testing peptides Zava acquisition etc.) failing to deliver prompt ROI sufficient to sustain guidance. 2) Convertible notes (primarily the 0% [----] maturity $1B principal conversion $70/share) hinge critically on achieving and maintaining guidancebasically any"  
[X Link](https://x.com/AuditTheHerd/status/2020130984482488551)  2026-02-07T13:42Z [----] followers, 26.9K engagements


"$HIMS Okay serious question here because you cant have it both ways. I thought HIMS was going to go head to head with Pharma /FDA for compounding and was playing 4d chess My thoughts are they didnt have a plan. This only amplifies the credibility problem for management. Not a good look but smart to actually listen to the FDA (they probably didnt have a choice). 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO 🚨 BREAKING: $HIMS STOPS OFFERING GLP-1 PILL LAUNCHED EARLIER THIS WEEK https://t.co/FbslxBzbZO"  
[X Link](https://x.com/AuditTheHerd/status/2020221917610013136)  2026-02-07T19:43Z [----] followers, [----] engagements


"Why $ODD Remains a Superior Investment to $HIMS Oddity Tech offers substantially lower legal and regulatory risk while aggressively pursuing innovation in molecular discovery for beauty and wellness. It trades at a far more compelling valuation backed by proven profitable growth and deep vertical integration through Oddity Labs. Fair Value Estimate: $80 per share Base Case Assumptions - 20% revenue CAGR through [----] - 1720% FCF margins - $2.0B revenue and $340400M annual FCF by FY2030 Why This Remains Realistic [--]. Proven Playbook Execution - IL MAKIAGE: $400M run-rate established -"  
[X Link](https://x.com/AuditTheHerd/status/2020473445629227230)  2026-02-08T12:23Z [----] followers, [----] engagements


"@Sergeant991 Hard to know for sure. Google investing $160b+ this year isnt sustainable though"  
[X Link](https://x.com/AuditTheHerd/status/2020903310752919864)  2026-02-09T16:51Z [----] followers, [--] engagements


"@BuyingYourTime Youre asking me lol legit no reason. Illiquid low volume and easy to short. I think it has also been following $HIMS just from an algo perspective"  
[X Link](https://x.com/AuditTheHerd/status/2020977204524704093)  2026-02-09T21:44Z [----] followers, [---] engagements


"@alexcapital01 Ive been investing in $ODD for the past two years no one ever looks into it lol"  
[X Link](https://x.com/AuditTheHerd/status/2022346538987749464)  2026-02-13T16:26Z [----] followers, [---] engagements


"@AviAgrawaal Excellent points. $path really needs to go into attack mode here imo the days of being conservative are goneway too much on the line now. I hope we hear more about maestro but I think they will downplay it still on earnings"  
[X Link](https://x.com/AuditTheHerd/status/2022359926681796872)  2026-02-13T17:19Z [----] followers, [---] engagements


"@joecarlsonshow $TEM is a much better buy at these prices but 🤷♂"  
[X Link](https://x.com/AuditTheHerd/status/2022780131014521044)  2026-02-14T21:08Z [----] followers, [---] engagements


"@MitchMartan98 @DeepMoatSociety Now is the perfect time before earnings imo Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa"  
[X Link](https://x.com/AuditTheHerd/status/2022815440473366745)  2026-02-14T23:29Z [----] followers, [--] engagements


"@mrdoerp Maybe maybe not. I just think there is a huge disconnect between what Claude can actually do and what theyre saying it can do. Its a bit disingenuous by the company imo"  
[X Link](https://x.com/AuditTheHerd/status/2023043969933046031)  2026-02-15T14:37Z [----] followers, [--] engagements


"@JDRKAIZEN It was banned due to copyrightessentially I used a Google image"  
[X Link](https://x.com/AuditTheHerd/status/2023134254239297806)  2026-02-15T20:36Z [----] followers, [--] engagements


"Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below"  
[X Link](https://x.com/AuditTheHerd/status/2010039308531708393)  2026-01-10T17:21Z [----] followers, 16.2K engagements


"$IREN - My Thoughts on Q2 FY26 Results For context this is just an objective take. Ive owned the stock in the past and am well aware I am missing part of the story but thought Id give a high level view of what Im seeing. Before I start: 1) Yes I know this is just the current financial snapshot and might not accurately project the potential of the business. 2) The future potential hyper scaler deals may warrant a multiple revision to the upside from here. That being said here are my thoughts: Revenue is still very much tied to Bitcoin mining which made up about 90.6% of the total $184.7"  
[X Link](https://x.com/AuditTheHerd/status/2020840516946989410)  2026-02-09T12:41Z [----] followers, [---] engagements


"The option chain for $ODD shows a completely different story than the current stock price. Heavy volume on the $50 and $65s calls. I wouldn't be surprised if we see 30% YoY growth this year with brand [--] and 4"  
[X Link](https://x.com/anyuser/status/2020897586081612198)  2026-02-09T16:28Z [----] followers, [----] engagements


"$TEM Show me the incentive Ill show you the outcome. Early cancer detection is a two birds one stone situation. Its not only a clinical win but a huge cost savings and economic opportunity. This chart from Color Health's [----] Employer Insights Report shows how shifting diagnoses from Stage IV to Stage I dramatically improves [--] year survival rates (98% vs. 30% for breast 57% vs. 7% for lung) while slashing treatment costs by hundreds of thousands per patient (e.g. $123K vs. $442K for lung). Does Pelosi know that Tempus is most likely to benefit from the administration becoming more accepting"  
[X Link](https://x.com/AuditTheHerd/status/2021194047537250628)  2026-02-10T12:06Z [----] followers, [----] engagements


"$OSCR Oscar Health at $18B revenue in [----] w/ 5% net margins = $900M net income. Forward P/E scenarios: 15x $13.5B cap ($53/share) 20x $18B ($71/share) 25x $22.5B ($88/share) Current: $3.33.6B cap I think 5% margins is possible with the efficiencies within SG&A ratio due to operating leverage and scale. Risk adjustment is still a TBD due to ACA factors outside of managements control. Nothing discussed on ICHRA due to current immateriality to the business but might just be a free call option. If Bertolini can execute here the stock is cheap. https://twitter.com/i/web/status/2021229908794519766"  
[X Link](https://x.com/AuditTheHerd/status/2021229908794519766)  2026-02-10T14:28Z [----] followers, [----] engagements


"Why does $HIMS still have this on their website. 🤦"  
[X Link](https://x.com/AuditTheHerd/status/2021341765522030710)  2026-02-10T21:53Z [----] followers, [----] engagements


"Sponsored by Anthropic* https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/AuditTheHerd/status/2021584599613153336)  2026-02-11T13:58Z [----] followers, [----] engagements


"The notion that Claude (or any current frontier LLM) is poised to "disrupt every industry" is intellectually lazy and empirically shaky. We are witnessing classic hype cycle dynamics where a powerful but narrow technology gets cast as an existential solvent for all economic structures. This is not new and it's the same pattern we saw with blockchain metaverse and earlier automation waves. I also think its ironic that we are seeing headlines of Claude/Open AI disruption into virtually every sector on a daily basis when they are trying to raise capital. Coincidence I dont think so. Here are my"  
[X Link](https://x.com/AuditTheHerd/status/2021934823758000539)  2026-02-12T13:10Z [----] followers, [----] engagements


"Morgan Stanley is now a 8.3% owner of $ODD. If I recall it was under 6% not too long ago. Seems like the majority of the float is owned by insiders and institutions now"  
[X Link](https://x.com/AuditTheHerd/status/2022043633726459913)  2026-02-12T20:22Z [----] followers, [----] engagements


"$LMND created the AI movement within insurance around [--] years ago. The company often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there (that was me originally). What that quick take misses is that the stock isnt trading on todays earnings its trading on a rapidly improving terminal value thats starting to come into focus. Even though I prefer a [--] year DCF there is a lot of value in a [--] year outlook here. I put together a list to hopefully provide some clarity to"  
[X Link](https://x.com/AuditTheHerd/status/2022059363309859264)  2026-02-12T21:24Z [----] followers, [----] engagements


"1k followers Slowly building back to the 6.5k level my previous account was at. I appreciate all the support. I would not of come back if it werent for the community on here - especially the $LMND folks. This will be my account going forward permanently. If anyone has any problems as I did feel free to refer them to me if they need any ideas and Ill try to help them in any way I can. Losing your entire community in a day is not something Id like to see anyone else go through. https://twitter.com/i/web/status/2022680974488748207 https://twitter.com/i/web/status/2022680974488748207"  
[X Link](https://x.com/AuditTheHerd/status/2022680974488748207)  2026-02-14T14:34Z [----] followers, [----] engagements


"$TEM has been buying more of $PSNL. They are currently a 14-19% owner (depending on if you count warrants ect) and recently added 300k shares worth around $2.7m. Ironically this was right before $PSNL got reimbursement coverage for Medicare this year. For context Tempus does not want to be the biotech company going though the FDA trials they want to be the bridge between clinical data and decision making. A tollbooth is a good way of thinking about it. Okay so what exactly does Personalis do and why are they an important partner for Tempus Personalis operates in precision oncology with its"  
[X Link](https://x.com/AuditTheHerd/status/2023019466200662089)  2026-02-15T13:00Z [----] followers, [----] engagements


"@NerdcapK 7.6b mc with $282m in TTM rev growing at 16/17% Trading at a crazy multiple must be something with the business. Looks interesting though hmmm"  
[X Link](https://x.com/AuditTheHerd/status/2023383093579530641)  2026-02-16T13:04Z [----] followers, [--] engagements


"My fair value (base case) for $TEM is around $90-120. This does not include any of the catalysts in the pipeline such as AI/Algo reimbursement international expansion ect. My assumptions for [--] years: 25-30% CAGR 15% Long Term FCF Margins 4% Terminal Value Growth 10% WACC Intrinsic Value of $95/share. Now we know that current revenue growth is 80%+ YoY but that is partially due to two acquisitions Paige and Ambry. If we smooth that out we land roughly around my assumption of 25-30% (even though I think they could beat this). For FCF margins I think realistically they should be around 25%"  
[X Link](https://x.com/AuditTheHerd/status/2019811586739699990)  2026-02-06T16:33Z [----] followers, [----] engagements


"This piece reflects my bullish perspective and does not constitute financial advice. Investors should conduct their own due diligence. Precision medicine has been a stated ambition of the oncology http://x.com/i/article/2022341278394961920 http://x.com/i/article/2022341278394961920"  
[X Link](https://x.com/AuditTheHerd/status/2022666169384091890)  2026-02-14T13:36Z [----] followers, [----] engagements


"Okay so Anthropic raised Series G of $30B at $380B valuation raising $60B+ till date. What this really means. We are pumping Claude into every industry (and paying influencers) to get a ridiculous valuation when we go public so we can dump all of our insider shares that were bought for pennys on the dollar. https://twitter.com/i/web/status/2023039944608952694 https://twitter.com/i/web/status/2023039944608952694"  
[X Link](https://x.com/AuditTheHerd/status/2023039944608952694)  2026-02-15T14:21Z [----] followers, [----] engagements


"I have finally built out my model with $TEM and validated everything. Many of you will know that I gave a high level view before but this includes every single detail from my research. Here are my assumptions: Revenue: FY2025 base: $1.27B Yr 1-3 CAGR: 40% (data licensing acceleration + Ambry scaling) Yr 4-6 CAGR: 28% (new verticals offsetting natural deceleration) Yr 7-8 CAGR: 15% (cardiology/radiology contributing) Yr 9-10 CAGR: 12% (approaching steady state) EBITDA margin expansion: 5% 31% by [----] WACC: 10% Terminal growth: 3% Net cash: $-486M Shares: 176M diluted $100 intrinsic value per"  
[X Link](https://x.com/AuditTheHerd/status/2023420493009723584)  2026-02-16T15:33Z [----] followers, [---] engagements


"@BastianelliLore Two different companies imo. $HIMS has always operated in a grey area it was only a matter of time until they got too close to the sun"  
[X Link](https://x.com/AuditTheHerd/status/2023037567114129810)  2026-02-15T14:11Z [----] followers, [---] engagements


"@AviAgrawaal Havent heard of $syna Whats your three larger positions I know LMND is one"  
[X Link](https://x.com/AuditTheHerd/status/2023061598059769920)  2026-02-15T15:47Z [----] followers, [--] engagements


"For those who dont know $TEM owns around 19% of $PSNL (cancer genomic testing). This is great progress towards Medicare reimbursement This is a significant milestone for individuals and families impacted by a lung cancer diagnosis which continues to be the leading cause of cancer-related deaths in the United States. This coverage will help ensure broader access to advanced tools for detecting #MRD and we are This is a significant milestone for individuals and families impacted by a lung cancer diagnosis which continues to be the leading cause of cancer-related deaths in the United States."  
[X Link](https://x.com/AuditTheHerd/status/2021370987082809486)  2026-02-10T23:49Z [----] followers, [----] engagements


"Quick preview of $TEM before earnings on Feb 24th w/ more info from JP Morgan conference in Jan and preliminary earnings. https://t.co/fPMiBKEWLh https://t.co/fPMiBKEWLh"  
[X Link](https://x.com/AuditTheHerd/status/2022667387355697210)  2026-02-14T13:40Z [----] followers, [----] engagements


"@Birdseyetrader Did you see the last slide Thats [----] guidance - I think they will easily beat that this year. Its a frustrating stock to own it reminds me of when I held $AMD at $10"  
[X Link](https://x.com/AuditTheHerd/status/2022676146559782924)  2026-02-14T14:15Z [----] followers, [---] engagements


"@TheLongInvest $TEM Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa Why I'm Bullish on Tempus AI $TEM : The AI Healthcare Platform Poised to Dominate Precision Medicine Link down below https://t.co/KgG4J62QFa"  
[X Link](https://x.com/AuditTheHerd/status/2023038053762449656)  2026-02-15T14:13Z [----] followers, [---] engagements


"@NerdcapK Will look into it. Any write ups or content on it"  
[X Link](https://x.com/AuditTheHerd/status/2023381684486549843)  2026-02-16T12:59Z [----] followers, [--] engagements


"Yes it will be. But lets take LMND for instance. Even if a start up is easily able to replicate their business there are so many regulatory hurdles capital surplus requirements and model training for underwriting risk/pricing that only comes from extensive proprietary data. Thats a significant advantage https://twitter.com/i/web/status/2023432288852127783 https://twitter.com/i/web/status/2023432288852127783"  
[X Link](https://x.com/AuditTheHerd/status/2023432288852127783)  2026-02-16T16:20Z [----] followers, [--] engagements

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