Tempus In A Teapot: A Pelosi Pick We Played & Why
TEM had a look & it had Pelosi buy-in & it had Alexander's fundamental biopharma analysis! Win Win Win
It started here: JANUARY 2Oth (market holiday: MLK Day & Inauguration) when I tweeted out:
Actually, Nancy Pelosi purchased call options in $GOOG + $AMZN, $TEM + $VST... But SOLD $AAPL + $NVDA stock And EXERCISED options in $NVDA + $PANW.
Translation: she's still bullish but less so.
That Tuesday morning JAN 21st I made a point of calling TEM out in my live trading room in that Nancy Pelosi had made some changes to her portfolio on JAN 14TH and TEM was her newest addition.
Given TEM had just gapped up that Tuesday morning above $41.90 daily support (green arrow) and $43.88 weekly support (also the June 2024 IPO high), it looked good technically for higher.
Enter Dr. Alexander
LaDucTrading has a deep bench of subject-matter, client-dedicated traders who share their analysis & trade set-ups with clients. Dr. Alex Kenton is one of the ten on our trading bench who is uniquely qualified to assess not only the SCIENCE of a biopharma play, but also the MARKET OPPORTUNITY, MANAGEMENT, and FUNDAMENTALS of a play.
Alex announced he was adding TEM as a swing trade on JAN 23RD. Soon after on the 25th, he published his review in his LaDucTrading slack member channel #kentons-corner-of-biopharma so clients could see what he saw.
TEM...Tempus A.I. The headline- one of the best A.I. companies for life sciences I have come across, with an extensive network hooked into 50% of oncologists and 65% of academic centers and the best integrated A.I. interfaces I have seen for physicians, integrated into the electronic health system and all the academic journals and even radiology scans and genetic tests.
The Risk is significant. Its losses are growing and its heavily leveraged and eating through cash and may have to issue shares to cover its cash losses unless they fix their balance sheet. This is a firm which is overly focused on growing at the expense of the balance sheet. Many times this works, but it is a caution.
Here are details from his PDF of the TEM review Alex posted to LaDucTrading clients:
Since we recommended, TEM has gained 67% on a stock basis.
Pelosi’s Jan ‘26 have leaps leapt 200% and she has lots of time left.
For more great collaboration plays like these, and a full list of all of Dr Alex’s trades & analysis in the healthcare & biopharma space, JOIN US LIVE. We look forward to working with you!
What the heck is tempus?