| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 2 | 1 | 50% | +1.7% | +1.7% |
| 3d | 0 | 0 | 0 | — | — | — |
| 1w | 0 | 0 | 0 | — | — | — |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
Tempus owns continuously updated proprietary clinical datasets and physician interaction workflows that are essential for training medical AI models. The company is positioned as a strategic AI data supplier in healthcare, with the data business representing a multi-billion dollar opportunity.
Reddit owns continuously updated user-generated data (dialogue, emotion, engagement) that is becoming mission-critical training fuel for frontier AI models. As the market reprices data reservoirs from traditional media to strategic AI suppliers, Reddit's data will command premium valuation.
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