The creator is waiting for Microsoft to drop to $4.25 or lower, indicating a potential buy range for loading up on shares.
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Uber ($UBER) AV Competition Tempus ($TEM) Huge Acquisition
Aug 22, 2026
The creator discusses Uber's recent earnings, noting decent revenue and gross bookings growth but expressing a desire for higher revenue growth. They also touch on the competitive landscape of autonomous vehicles, emphasizing the importance of network effects over hardware. The creator also briefly mentions Tempest AI's recent stock surge due to news.
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Personalis, a cancer monitoring firm, was acquired by Tempus AI for $1.5 billion, enhancing Tempus AI's capabilities in oncology and genomic mapping.
Merck's stock rose 13% on news of a promising cancer vaccine trial with Moderna, which utilizes genomic profiling services.
Moderna's stock surged 123% in five days following promising late-stage trial results for a cancer vaccine developed with Merck, which utilizes genomic profiling.
Tesla is mentioned as a significant competitor to Uber in the autonomous vehicle market, with the potential to impact Uber's revenue growth.
Tempest AI's stock price has seen significant increases in the last week due to news that caused multiple large price jumps.
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