AGIX 指数 诞生于我们对"如何捕获 AGI 时代 beta 和 alphas"这一问题的深度思考。毫无疑问，AGI 代表了未来 20 年最重要的科技范式转换，会像互联网那样重塑了人类社会的运行方式，我们希望 AGIX 成为衡量这一新科技范式的重要指标，如同 Nasdaq100 之于互联网时代。 「AGIX PM Notes」 是我们对 AGI 进程的思考记录，希望通过学习 Warren Buffett、Ray Dalio、 Howard Marks 等传奇投资者们的分享精神，与所有 AGIX builders 一同见证并参与这场史无前例的技 术革命。 | Ticker | 本周表现 | YTD | Return since 2024 | | --- | --- | --- | --- | | AGIX | -1.51% | 30.67% | 91.04% | | S&P 500 | -2.79% | 11.41% | 37.37% | | QQQ | -3.00% | 15.31% | 43.95% | | DowJones | -2.60% | 6.90% | 20.67% | | | 本周表现 | I ...

Key Takeaways TEM expands its partnership with Northwestern Medicine, integrating its AI tool David into the EHR. TEM's AI assistant automates clinical summaries, note-taking, and treatment planning to aid clinicians. The collaboration aims to enhance workflows, cut administrative tasks, and improve patient outcomes. Tempus AI, Inc. (TEM) has expanded its longstanding collaboration with Northwestern Medicine, making it the first health system to integrate David, Tempus’ generative artificial intelligence (A ...

Core Insights - Nancy Pelosi's investment in Tempus AI Inc. has yielded significant returns, with the stock price increasing by over 185% since her purchase of call options [1][2][4]. Investment Details - A transaction report from January 2025 indicates that Pelosi purchased 50 call options for Tempus AI, valued between $50,001 and $100,000, with a strike price of $20 per share [2][3]. - Following the transaction, Tempus AI's stock closed at $34.75 on January 16, 2025, and by early October, the price had risen to $99.28, marking a gain of 185.69% [4]. Broader Investment Context - The Tempus AI investment was part of a broader strategy, as Pelosi also disclosed purchases of call options in other tech companies, including Alphabet, Amazon, Nvidia, and Vistra on the same day [5]. - Additionally, a separate report from July 2025 revealed that Pelosi exercised 200 call options for Broadcom, acquiring 20,000 shares at a strike price of $80 [6]. Regulatory Framework - The disclosures made by Pelosi are in compliance with the STOCK Act, which requires members of Congress to publicly disclose their financial transactions to avoid conflicts of interest [7]. Market Performance - As of the latest report, Tempus AI shares experienced a slight decline of 3.85% to $99.28, but have shown a year-to-date increase of 189.87% [8].

Core Insights - The analysis on Tempus AI, Inc. (NASDAQ: TEM) indicated a significant rally of approximately 75% since the quarterly results were released in early August 2025, suggesting a shift in market perception and performance [1] Company Analysis - Tempus AI, Inc. has experienced a notable increase in stock value, reflecting positive market sentiment and potential growth opportunities following its recent quarterly results [1] Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation, market trends, and portfolio optimization [1] - Previous experience includes a role as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, indicating a strong foundation in both fundamental and technical analysis [1] - The analyst collaborates with a research partner to provide high-quality, data-driven insights, emphasizing a blend of rigorous risk management and long-term value creation [1]

Key Takeaways Tempus AI expands through the $81.25M Paige deal, following its Deep 6 AI acquisition. New launches like xM, Fuses, and Loop strengthen TEM's AI-driven diagnostics portfolio. TEM's net loss narrowed sharply as gross profit surged 160% and EBITDA improved in Q2 2025. Tempus AI, Inc. (TEM) continues to strengthen its position in precision medicine through strategic acquisitions. In a move to expand its digital pathology capabilities, the company announced the $81.25 million acquisition of Paige, ...

Core Insights - Tempus AI Inc has emerged as a significant player in the AI-powered cancer diagnostics sector, with its stock reaching a new 52-week high of over $100, driven by recent FDA clearances and government support for AI in pediatric cancer [1][2][4] Group 1: Company Developments - The FDA granted clearance for Tempus' Tempus xR IVD device, an innovative RNA sequencing tool aimed at personalizing cancer therapies, enhancing the company's position in the healthcare AI market [2] - Billionaire investor Cliff Asness of AQR Capital Management acquired a $54 million stake in Tempus AI, purchasing approximately 850,000 shares at an average price of $55.89, which has since appreciated over 60% as shares now trade near $102 [3] Group 2: Market Trends - The recent executive order from President Donald Trump promoting AI solutions for pediatric cancer has generated optimism within the healthcare AI sector, contributing to the stock's momentum [3] - The combination of FDA approvals, government initiatives, and successful investments in AI-driven companies is creating a favorable environment for growth in the healthcare AI industry, making Tempus AI a stock of interest for investors [4]

Turn Therapeutics Inc. (NASDAQ:TTRX) saw its shares soar by 134.29% after the market closed on Wednesday, closing at $16.40.Check out the current price of TTRX stock here. Nasdaq ListingThe clinical-stage biotechnology company commenced trading on the Nasdaq Capital Market on Wednesday.Nasdaq Exchange welcomed the company on social media, calling it a company “paving the way in pharmaceutical technologies that heal, not just manage.”The Securities and Exchange Commission (SEC) declared Turn’s registration s ...

Tempus AI Inc. (NASDAQ:TEM) shares are trending on Thursday.Check out the current price of TEM stock here. After-Hours MovementShares of the health technology company inched up a little after the market closed on Wednesday, adding 0.20% to land at $103.46. That came on top of a solid performance during the regular trading hours.Insider Transaction DetailsOn October 6, the spouse of Chief Operating Officer (COO) Ryan Fukushima sold 5,000 shares of company stock valued at $461,605.58. These sales were made un ...

Group 1: Short Interest and Market Dynamics - Short interest can significantly impact stock prices, potentially leading to lower prices or robust rallies when short sellers misjudge a company's situation [1] - A high short interest can create a supply deficiency as short sellers scramble to cover their positions, driving share prices higher, particularly in technology stocks [2] Group 2: SoundHound AI - SoundHound AI's stock price has increased by 200% from its 2025 lows and 50% from the start of Q3, indicating that short-covering is already in progress [3] - The company is expected to benefit from a strong deal pipeline, revenue growth, and positive analyst sentiment, with a Moderate Buy rating and price target increases [3][4] Group 3: Tempus AI - Tempus AI's short interest was over 27% in September, and its stock price has crossed a critical resistance point, suggesting potential for a significant upswing [7] - The upcoming Q3 earnings report is anticipated to show an 80% revenue increase, which could trigger further upward movement in stock price [8] Group 4: Opendoor Technologies - Opendoor Technologies' short interest approached 27% in late September, with institutional interest rising to over 62% despite a negative analyst sentiment [11][12] - The company may experience a short squeeze if Q3 reporting shows strength, as analysts have set low expectations [12] Group 5: AST SpaceMobile - AST SpaceMobile has a 20% short interest due to its pre-revenue status, but updates indicate a growing satellite network and a solid coverage outlook [14] - Revenue is forecasted to grow by over 2,500% in Q3, with expectations of sustained high growth for the next few years [15] Group 6: Etsy - Etsy is developing an AI platform for e-commerce, including integrating ChatGPT into its checkout process, which has garnered favorable analyst responses [17] - The stock is highly shorted but has seen institutional support, with nearly 100% ownership and buying activity noted [18]

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...