Fiscal.ai
Waste Management just announced that they're raising their dividend by 14.5% for 2026.

Is there an easier stock to own than Waste Management?

$WM https://t.co/zYQQcu51Hk
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Quiver Quantitative
BREAKING: Representative Gil Cisneros just filed dozens of new stock trades.

He bought up to $30K of stock in Palantir, $PLTR.

Cisneros sits on the House Armed Services Committee. https://t.co/FV94dcoqsz
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The Few Bets That Matter
Databricks just dropped strong numbers & another $4B raised, pushing its valuation to $134B.

That almost certainly lifted the value of $NBIS ~30% stake in ClickHouse as well, and that'll only gets better as Databricks heads toward an IPO.

“If the plan was to stay private long term, we wouldn’t have focused on being cash-flow break-even.”

Market's demand for valuable AI companies is still very much alive, it’s just flowing toward those that make a difference.
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EndGame Macro
⛽️ 📉 https://t.co/vtW4Sv2Hrh

https://t.co/pEM00aUmwN - David Levenson. I am increasing low beta leverage.
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The Few Bets That Matter
🚨 $TMDX is dirt cheap again, and I don’t say that often.

Markets are globally anxious and December flights were weaker than expected. They’re trending at 24.2 flights/day, below October–November averages, bringing Q4-25 to ~24.6 flights/day.

If this average holds:
~2,263 flights in Q4-25
$154.4M Q4 revenue
~$599M FY25 revenue
+35.6% YoY growth
~7x P/S

For context, OrganOx, with inferior growth and fundamentals, was acquired at 21x sales. That doesn’t mean $TMDX should trade there, but the gap is undeniable.

One odd data: 12 planes haven’t been used in December. No clear explanation yet why, could be slower transplant demand or maintenance keeping planes grounded, potentially increasing third-party or ground transport usage. I won't model this as I don't know but my assumptions are a floor, not a ceiling.

Bottom line: Even with a softer December, $TMDX can still hit midpoint guidance - guidance that’s been raised three times this year.

Looking ahead to FY26:
• New growth vectors (hearts & lungs)
• International expansion
• Minimal exposure to AI CapEx cycles or recession risk

$TMDX is once again one of the best buys in the market at this price.

🚨 $TMDX is dirt cheap, and I don’t say that often.

Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.

Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇

Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day

As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.

This comes after just 43 days, with 49 days left in the quarter.

At the current pace of 25.3 flights per day, they’re on track for.

≈ 2,330 flights total in Q4
≈ $159M in revenue

That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.

And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.

So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.

That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.

All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.

🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales

You'll find everything you need to build your convictions just below 👇 - The Few Bets That Matter
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The Few Bets That Matter
I wasn't convinced by $PATH because we need to see acceleration to have multiples expansion.

And then this happened.

When data changes, opinions have to change. https://t.co/L57U9CgyOR

Finished looking into $PATH: I’m not convinced, mainly due to ARR dollar growth deceleration.

I understand the bull case. But until the data backs it up, I’ll stay out.

That said, $PATH has one of the best chart on the market and reports next week.

Now onto $ZETA. Which one should I check next? - The Few Bets That Matter
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The Few Bets That Matter
🚨 $TMDX is dirt cheap again, and I don’t say that often.

Markets are globally anxious and December flights were weaker than expected. They’re trending at 24.2 flights/day, below October–November averages, bringing Q4-25 to ~24.6 flights/day.

If this average holds:
~2,263 flights in Q4-25
$154.4M Q4 revenue
~$599M FY25 revenue
+35.6% YoY growth
~7x P/S

For context, OrganOx, with inferior growth and fundamentals, was acquired at 21x sales. That doesn’t mean $TMDX should trade there, but the gap is undeniable.

One odd data: 12 planes haven’t been used in December. No clear explanation why, could be slower transplant demand or maintenance keeping planes grounded, potentially increasing third-party or ground transports. I won't model this as I don't know but my assumptions are a floor, not a ceiling.

Bottom line: Even with a softer December, $TMDX can still hit midpoint guidance - guidance that’s been raised three times this year.

Looking ahead to FY26:
• New growth vectors (hearts & lungs)
• International expansion
• Minimal exposure to AI CapEx cycles or recession risk

$TMDX is once again one of the best buys in the market at this price.

🚨 $TMDX is dirt cheap, and I don’t say that often.

Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.

Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇

Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day

As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.

This comes after just 43 days, with 49 days left in the quarter.

At the current pace of 25.3 flights per day, they’re on track for.

≈ 2,330 flights total in Q4
≈ $159M in revenue

That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.

And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.

So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.

That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.

All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.

🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales

You'll find everything you need to build your convictions just below 👇 - The Few Bets That Matter
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