Adrian Macholl
182 posts
@AMacholl We absolutely missed the hyperbolic ai share price overpricing window.
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$CLOV - We were one of many. I’m concerned we’ve missed a window of opportunity. We still haven’t monetized this stuff and Software companies are being revalued because they were inflated.
I wish we had made it to the inflated stage. You can see the full list of attendees here. It makes it less impressive.
web.cvent.com/event/ef62dfa2…
Albert Alan, MD@AlbertAlan
$CLOV Let me break this down for the people in the back who doubted it. Clover Health just showed up at a CMS Health Tech event and demonstrated something most of you said would never happen. So let me explain it simply. Here's what's actually happening now. A Medicare patient can log into Claude, that's Anthropic's AI, the one that's beating ChatGPT in enterprise adoption, and connect their health records through HealthEx. No new app. No new account. Just connect it. Claude then pulls in ALL of their medical data. Claims from Clover Health, hospital records from Epic, specialist records from NetSmart, you name it, all through the TEFCA network powered by Kno2 and Counterpart Health. The patient can ask Claude plain English questions like "what do my lab results mean?" or "what are my insurance benefits?" and get real answers based on THEIR actual health data. But here's the part that should blow your mind. The patient can then generate a QR code called a Smart Health Link that packages up whichever records they choose. They walk into ANY doctor's office, the doctor scans that QR code, and within SECONDS that doctor has the patient's full picture loaded right into their Epic or Cerner system. No faxes. No phone calls. No "can you send over those records." No waiting three weeks for a records transfer. That means a patient moving from Florida to Arizona with five chronic conditions can hand their new doctor EVERYTHING on day one with a single QR code scan. Clover Health is the FIRST payer live on a CMS Aligned Network doing this. Counterpart Health built the infrastructure. Kno2 routes the data as a federally designated QHIN. And Anthropic's Claude, the AI that enterprises trust MORE than ChatGPT for regulated industries like healthcare, is the brain that makes it all make sense to the patient. This isn't a concept. This isn't a press release about something coming "soon." This was demonstrated LIVE. But yeah, keep telling me CLOV is just a meme stock. 🤷♂️
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@GunShow_Trader @CloverHealth @counterparthlth There’s no real alternative to CA right now, just weaker versions.
But like with Tesla, competition will come as the market grows. That’s a good thing, it validates the space and makes it easier to identify the real winners over time.
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$CLOV - If you see me being more critical of @CloverHealth & @CounterpartHlth these days, it's because we have too many pumpers on Clover who jerk off to every piece of information they see about Clover. It's WAY overdone.
Redditors and long time holders can be annoyed with me. I don't give a fuck. I was drinking the kool-aid last year too. Until Clover demonstrates they can deliver on the SaaS Revenue and Partnerships, this stock is MA only. Partnerships need to be announced.
We all know SaaS is on the way. We wanted it in 2025. Clover did not deliver in 2025.
- CMS Downgrade
- No SaaS Revenue
- No SaaS Partnerships (I'm not counting the one early February because after that, we shit the bed)
Andrew must deliver in 2026. The question for us all is this: Is he too late? With the recent revaluation of SaaS companies downward, we won't get the hyperbolic share prices most of them achieved.
We will be revalued as a SaaS company eventually. It's just a matter of when and for how much.
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Building on recent interoperability milestones, Clover is partnering with @HealthEx_io to empower our MA members to securely request and share clinical and claims data through digital health tools. This collaboration, powered by @counterparthlth infrastructure, is now live and provides members with control over their health data without needing to navigate multiple portals or separate logins.
Read the full press release: investors.cloverhealth.com/news-releases/…
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@KobeissiLetter I'm wondering who took a photo while they are afraid of checking the corner lol
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BREAKING: Navy SEAL Team 6 commandos extracted the ejected US F-15E pilot from Iran in a "massive operation" involving hundreds of special operations troops and military personnel, per NYT.
This marks the first confirmed US ground operation in the Iran War.
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@GunShow_Trader wow, I didn’t know you had the power to get a CFO fired 😂 hope you’re celebrating today!
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@Barry8615 @NickelDimerBets @VivekGaripalli @ALSTOCKTRADES Blaming one person for a stock price is pathetic. Markets don’t work like that. If your whole thesis was based on one guy, that’s on you
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@NickelDimerBets @VivekGaripalli Tag @ALSTOCKTRADES this piece of shi!! Was wrong all 5years !! $clov
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$Clov is literally the only red stock in the country today @VivekGaripalli 😂😂😂
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@MichaelAArouet Nonsense ! You need to teach your gpt better or start reading yourself!
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@ClovThe You’re acting like a crying baby most of the time. If you don’t believe in the company, just sell and move to Palantir or somewhere else
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$CLOV giving up all its gains from yesterday. No surprise though. What we really need is another WHITE PAPER!
Those are always fun and useless!
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@RetailRudy This is the biggest thing for Clover since those partnerships.
$CLOV
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@CloverHealth @counterparthlth @Kno2 So? What’s the impact on counterpart financials? Your share price is a disaster!!! So many retail investor lost their savings because of your incompetent management who constantly lie to the public!!
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@AlphaMoat Yes but we have still took a good piece of that cake
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$CLOV
Medicare Advantage plans had 35.5 million enrollees as of February 2026, up 3.2% from 34.4 million enrollees as of February 2025, according to data from the Centers for Medicare & Medicaid Services. That’s down from growth that ranged from from 7% to 10% a year between 2017 and 2024.
MarketWatch@MarketWatch
Medicare Advantage’s once-blistering growth dropped in 2026. Here’s what that means. trib.al/5TOMpgf
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@LancePellerin Okay, could you please answer , why share price is down from $4.87 to $2/-? It’s down 50% in last one year, why?
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JUST IN: 🇺🇸 Jerome Powell says DOJ is threatening the Fed with criminal charges for refusing to follow President Trump's interest rate demands.
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@Barry8615 @albertalan How tho ? Did he tell you to buy Clover Health? He is not financial advisor, he sharing and explain data we all see
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@albertalan You are right Mr 🤡 !! How is youtube channel going?? So many people you screwed piece of 💩!! $clov
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$CLOV Clarification. The SEC document was just released today from Clover and it shows that this other income increase was due to fair value of investment increase not SaaS. I’m expecting numbers to come in in 2029, however given the last PR regarding 3.5 stars rating it seems as it might happen in 2027, but there needs to be more clarity from management on when we will see this revenue.
Albert Alan, MD@AlbertAlan
$CLOV SaaS Yes, this could be SaaS revenue of ~10M , but it’s still too small to make a difference. I will continue to monitor it as time goes on.
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Andrew Toy, CEO of @CloverHealth, will be in attendance in Washington tomorrow, September 3rd to speak on the impact of AI technologies (Clover Assistant).
Within this document, there are some interesting things I want to highlight. Firstly, this section within the document highlights CMS's desire to build out a new health tech ecosystem. In this section it specifically references "SaaS" (Software-as-a-Service) and that they are inquiring upon how the Medicare program can consider paying for SaaS/AI tech.
It also describes application within the research and public space, reinforcing that CMS/the government is very intent on transitioning into a new era and is looking to see blanket application in the future.
Finally, key topics of discussion are presented that Andrew will get the chance to answer, bringing attention to $CLOV and to the technology that is fueling the value-based care revolution!
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@AldrinGiler how much have they paid you to show this crap - u defo have no clue what you are showing
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$OPEN is the next $CVNA from under $4 to over $450 in less than two years. Loading up on $OPEN to retire in 2027. Let's go legends ✨️ also a loto play on $BINI
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The current CEO of UnitedHealth $UNH has a cost basis on his shares of around $290 on his $25 MILLION dollars worth of shares so he is down substantially on his position.
You shouldn’t be worried he is in the same position most shareholders are in.
Long-term this is a certified compounder, patience and stomach is required at the current moment though. ☝️
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