$CCOI bond amendments are done: sec.gov/ix?doc=/Archives/edg…

“I think that’s a key component of this, and you know we have done some work within our own health system within one EMR, and that’s exciting but really limited. And what Tempus was able to do is they really have created something that can go across multiple EMRs.” – Dr. Melina E. Marmarelis From an interview published by @ASCO AI in Oncology on the #ASCO26 study, "Multi-center prospective study evaluating an AI-enabled clinical decision support tool to improve biomarker testing in early-stage NSCLC." The study demonstrated clinically meaningful improvements in biomarker testing rates following the implementation of Tempus Next. bit.ly/4uByg5X

Yeah. We should do a better job and we’ve made big improvements to our UX. But they are designed to help well intentioned users make good decisions about their home. We make fair offers on homes. That’s why 6X more people are selling us their homes this week than they did at this time last year. We need to 6X again. But that will take time and work.

Receives their DC proceeds today? $CCOI

New low. Data center deal not closing on time? Final short push? Unwillingness of 2027 note holders to support refi? $CCOI

Could go faster with additional data center sales. Leverage sub 4x is clear line of site and I'd prefer to see additional balance sheet strength prior to dividend restoration. $CCOI

🚨 BREAKING: $OPEN acquisition contracts surge again 🏠 564 contracts this week 📈 31% WoW 📅 78 contracts same week last year That’s a 623% YoY increase. Meanwhile: • Agent partnerships are scaling • Seller offers are more competitive • New products are rolling out weekly • AI is driving operational efficiency • Russell 3000 inclusion is just days away

$TEM $MRK Recent Merck earnings call shoutout, are you paying attention? 👀

Incredible to see two of the top pharmaceutical CEOs in the world, Pascal Soriot, CEO of AstraZeneca, and Rob Davis, CEO of Merck, highlight their strategic partnerships with Tempus to bring the power and promise of artificial intelligence to oncology: cnbc.com/2026/06/05/astrazen… merck.com/wp-content/uploads…

Worth a read if you are interested in $PL. I personally trimmed at $44 and $51 and rebought everything I trimmed plus some at $33 on the atm fear. They have the daily scan data set for real time AI modeling on geospatial intelligence.

Re-bought the $PL shares I trimmed at $44 and $51.

@planet Q1 earnings recap! Record revenue, third consecutive quarter achieving Rule of 40 and most of all, 42% YoY growth, which every HHGTTG listener knows is the answer to life, the universe, and everything 📖👽! Check it! investors.planet.com/news/ne…

I think I said the best way to judge the company is across three management objectives. I said that a few weeks after I took over. Those where 1) can we scale acquisitions 2) can we improve unit economics and resale velocity while reducing aged inventory and 3) can we build operating leverage (i.e. make sure our contribution margin could cover our fixed cost by increasing former and holding latter steady). on 1) 500%ish YoY, and Q1 2026 was the highest acq since 2022 and double Q4 2025. on 2) % of homes on the market over 120 Days declined from 51% when I took over to ~10% last quarter, over the same period the market went the other direction and went from like 20%ish to 33% ish. Contribution Margin has improved every single month since my first day and March was the highest contribution margin in any quarter for some time. October, November, December, and January cohorts are each selling faster than any corresponding cohort since COVID. on 3) Fixed opex was down both QoQ and YoY. And trailing 12 moth opex as a % of revenue is steady at 1.3% QoQ and since CM is up we are going in the right direction. Those are the financial numbers, but also if you look at the people who are coming into Opendoor - they are exceptional and I'd put them up against any tech company. If you look at our shipping velocity, it is higher than it is has been in years (possibly ever?). We went from 35% of the market to 95% market in coverage. Our capital light product went from 0 to a third of our volume. etc. etc.

Is the $TEM melt up finally starting? Its been win after win for the business.

quite the recovery from the sector dip for $PL

Boomers destroyed the economy for everyone coming up under them and younger generations are absolutely sick of subsidizing their lifestyle.

💯

A lot of the boomers also have inflation adjusted pensions the younger generations continue to pay for and are not offered.