$TEM
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看好HIMS与TEM结合布局个性化AI医疗，认为市场潜力巨大
个性化AI医疗很可能是一个巨大的市场。没有人想早死。将 $HIMS 与 $TEM 结合具有巨大潜力。这里有一个GitLab CEO的例子：2023年，Sijbrandij被诊断出骨肉瘤；2024年7月，他宣布癌症复发了，尽管进行了多种治疗；到2024年底，他已经用尽了标准医疗方案的全部选择。没有选择接受死亡，Sijbrandij决定像构建GitLab一样将他的癌症作为一个工程问题来处理。他开始向ChatGPT输入大量的个人医疗数据，包括扫描结果、血液检测结果和组织样本数据。ChatGPT和AI在识别突变后提出了新的靶向治疗方案，然后确定如何攻击这些突变。在此基础上，他申请了未获批准、处于试验阶段的药物并获得了用药。这个方法奏效了。Sijbrandij用AI阻止并扭转了晚期预判。我们已经看到了这个成功案例（ $TEM 明确列为他用于肿瘤批量RNA测序的合作伙伴）。最近也有一个人用AI治愈了自己的狗。如果你能够将 $HIMS（直销医疗分销网络）和 $TEM（个性化测序和AI治疗）结合成一个可扩展的产品，潜力是巨大的（尽管极具挑战性）。全球人口都是潜在市场。这类似于 $AXTI InP（磷化铟）在超大规模数据中心的情况：人们会不惜代价避免死亡（这就是瓶颈）。这只是未来医疗发展方向的一个缩影。
英文原文
Personalized AI medicine will likely be huge. Nobody wants to die early. Combining $HIMS to $TEM has immense potential. Here's just one example with Gitlab's CEO: > In 2023, Sijbrandij was diagnosed with osteosarcoma > In July 2024, he announced the cancer had returned, despite multiple treatments > By late 2024, he had reached the absolute end of standard of care medical options. > Rather than accepting death, Sijbrandij decided to treat his cancer the same way he built GitLab as an engineering problem > He began feeding ChatGPT massive amounts of his personal medical data from scans, blood test results, and tissue sample data. > ChatGPT and AI made novel targeted treatments after identifying mutations, then how to attack them > From there, he applied for unapproved, experimental drug and received it > The approach worked. Sijbrandij managed to stall and turn around a terminal prognosis with AI. We've seen this success story with Gitlab's CEO ( $TEM was explicitly listed the partner he used for the bulk RNA sequencing of his tumor ). As well as someone curing their own dog with AI recently. The potential if you can combine $HIMS (DTC distribution network) and $TEM (Personalized sequencing and AI treatment) into a scalable product is massive (though extremely challenging). The entire human population is the TAM. And similar to the $AXTI InP situation with hyperscalers: People will pay anything to not die (bottleneck). This is just a hint into where the future of healthcare is heading.
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作者表示对TEM研究不足，提及佩洛西选股通常准确。
@munchPRMR 我对 $TEM 没有方向性观点，因为我还未做足够的研究。但我确实知道南希·佩洛西(Nancy Pelosi)通常都能选对。
英文原文
@munchPRMR Don’t have a directional opinion on $TEM since I haven’t done enough research yet. But I do know Nancy Pelosi usually hits.
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博主调侃盲跟佩洛西交易是有效策略，周末将研究TEM。
@halldj00 我可能需要花一个小时左右来研究 $TEM，也许会在周末进行。但凭直觉，@NancyPelosi1_ 通常总是对的。 我半开玩笑地说，盲目跟单复制她的交易其实是一种合法策略 https://t.co/YIbxO6xnhy
英文原文
@halldj00 It might take me an hour or so to look into $TEM, maybe over the weekend. But off the top of my head, @NancyPelosi1_ is usually always right. Half joking when I say this but blind copy trading is a legit strat with her https://t.co/YIbxO6xnhy
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复盘 $ETOR 亏损，分析其基本面低估及潜在反弹机会。
我觉得 $ETOR 可能是我今年唯一一笔越补越亏的交易 😅。发布未实现亏损也很重要。 我想我在计算时没把 Cathie Wood 为 @ARKInvest 买入该股票的因素考虑进去，因为通常她进出时股价走势会相反。 但它拥有 7.567 亿+美元的净现金，36 亿美元市值，且盈利。 IBKR 似乎因以相似速度增长而受喜爱，但它常被与增长 40%+ 的 $HOOD 或 $BULL 比较。 不过它确实被低估了，~22% 的增长和 18 倍市盈率，市场定价错误。也许一旦 IPO 买家放弃，会有随机的 40% 反弹。
英文原文
I think $ETOR might have been my only cost-avg loss so far this year 😅. It important to post unrealized losses as well. I don't think I took into Cathie Wood buying up the stock for @ARKInvest into my calculations since stocks usually do the reverse when she enters/exits. But 756.7M million+ in net cash, 3.6B market cap, and profitable. IBKR seems to be loved growing at similar rates, but it's often compared to $HOOD or $BULL that's growing at 40%+. It's genuinely undervalued though at ~22% growth and 18 P/E and market is pricing this wrong. Maybe there will be some random 40% rally once IPO buyers give up.