TEM is not expected to profit before 2028; last quarter's net income came from about $102 million of equity gains, not operations. Its AI/data/apps segment grows 28% vs about 20% traditionally with better margins, offering hope, but he does not invest — too early to call TEM a winner in data and applications.

This is where other options such as Temps, or perhaps startups you could invest in, or Eli Lilly become very interesting. Because it's not just a company like Moderna that works in this kind of thing.

If you look at the software industry, you will find the company "Temps". Temps is not expected to turn a profit before 2028. They have reported a profit, but that was mostly due to the huge stock gains in their income statement here.

So, this is less ideal because, you know, it tells you very little about the basic business. I have no problem with the company making money or investing in stocks. I think it's a good use of diversifying some of their cash flow and gaining exposure to other aspects of the market while continuing with their core business.

But, let's be clear, when they report a positive net income in this last quarter, it's actually because they made about $102 million in equity gains . This is good for them. This does not necessarily mean that they sold, but only that they valued those gains according to the market price.

This is a company that is developing the artificial intelligence aspect of its business as the fastest part of the entire company. They are growing the artificial intelligence, data and applications side by 28%.

Meanwhile, the traditional side of the business is growing by approximately 20%. Their costs and profit margins are actually better in the artificial intelligence area , which is the area that is growing the fastest.

Therefore, there is a lot of hope for a company like Tempus AI, whose code is TEM. However, I do not invest in it. I still think it's probably too early to say that they will be the winners in the field of data and applications.