
I've been banging the table on $TEM since the start of this year. In May it sold off hard after a $400M convertible note deal. People panicked about dilution, and it went from about $56 to $44 in two weeks. I doubled down. That note converts at about $69, and $TEM bought a capped call that offsets dilution up to about $99. At $44, the dilution people sold on could only kick in after a 59% rally. Today it's up 15% to $83 after Q3. Revenue grew 23%, and MRD test volume rose about 300% to roughly 12,000 tests. From that May low, it's up about 91% in under six months. Glad to be in. Good luck