Impervious

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Impervious

Impervious

@Impervious38

Dad and Sports Fan, Sales Director, Investor, Music Enthusiast, Cook, lover of other things worth loving. Not investment advice.

United States Katılım Mayıs 2013
620 Takip Edilen366 Takipçiler
Sabitlenmiş Tweet
Impervious
Impervious@Impervious38·
Here's my longterm investment view on $clov... if the company can turn profitable and stave off bankruptcy, I believe it can grow to $50 a share. Buying 10k shares at $3 is a max loss of $30k and a long term target gain of $470k. Risk reward is there for me, personally.
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Impervious
Impervious@Impervious38·
@SSLINGSHOTT @VivekGaripalli No one is asking for any pumps, my man. Clover has been quietly executing in the shadows for a few years now, purposely avoiding media and spotlight. Now is their time to do more interviews, become more public, etc.
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SLINGSHOT
SLINGSHOT@SSLINGSHOTT·
@Impervious38 @VivekGaripalli A CEO’s job isn’t to “pump” the stock so emotional retail traders can feel warm and fuzzy for 48 hours. Also, weak companies beg for hype. Strong companies let the numbers slowly suffocate the shorts.
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Impervious
Impervious@Impervious38·
Clover is still being valued like a small, niche, unprofitable MA plan in New Jersey with SPAC meme overhang from 2021. However, they've posted GAAP profitability in Q1 and forecasting their first year of GAAP profitability this year, all while funding their SaaS business (Counterpart Health) with zero debt. They also just won a massive lawsuit against CMS... summary judgement finalized a few days ago. This helps clear the path for continued member growth and profitability in 2027. There is a ton of great research available on X. Too much to type in one thread.
Impervious tweet media
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FIRED Up Wealth
FIRED Up Wealth@FIREDUpWealth·
Name a company people laugh at today that could be HUGE in 10 years.
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barbaricboy
barbaricboy@BoyBarbaric·
@VivekGaripalli Who is still watching TV in the AI age? Is it the same Cramer in Seinfeld?
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Bain Capital
Bain Capital@BainCapital·
In a recent episode of The Future of Healthcare AI, we speak with Andrew Toy, CEO of @CloverHealth, a Medicare Advantage insurer serving over 150,000 members that is rethinking what it means to be an AI-native payer. His argument is straightforward: you can change outcomes without waiting for new science by identifying disease early enough and treating it with existing therapeutics. Andrew also makes a compelling case for why holding the risk changes everything. When a payer is genuinely accountable for outcomes, the incentive to keep people healthier longer stops being philosophical and starts being structural. Listen to the full conversation on our Healthcare site: bit.ly/4unh3xn #HealthcareAI
Bain Capital tweet media
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Heisenberg
Heisenberg@Mr_Derivatives·
When I see $DELL do what it did. When I see $SNOW do what it did. I can’t help but FOMO hard af. Someone slap me back into reality.
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Impervious
Impervious@Impervious38·
@OddStockTrader They felt comfortable booking that high in quarter because demand is so high and they have no fear of exceeding next quarter
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Cody 🇺🇸
Cody 🇺🇸@OddStockTrader·
These might be some of the most insane numbers I've ever seen for a MegaCap... Unreal $DELL
Wall St Engine@wallstengine

$DELL Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.8B (Est. $34.81B) 🟢; +88% YoY 🔹 Adj. EPS: $4.86 (Est. $2.88) 🟢; +214% YoY 🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY FY Guide: 🔹 Revenue: $165.0B-$169.0B (Est. $143.9B) 🟢; +47% YoY 🔹 Adj. EPS: $17.90 (Est. $13.16) 🟢; +74% YoY 🔹 AI-Optimized Servers Revenue: ~$60B; +144% YoY, up from ~$50B Q2 Guide: 🔹 Revenue: $44.0B-$45.0B (Est. $35.4B) 🟢; +49% YoY at midpoint 🔹 Adj. EPS: $4.80 (Est. $3.01) 🟢; +107% YoY Segment Performance: 🔹 ISG Revenue: $29.0B; +181% YoY 🔹 AI-Optimized Servers Revenue: $16.1B; +757% YoY 🔹 Traditional Servers & Networking Revenue: $8.5B; +92% YoY 🔹 Storage Revenue: $4.3B; +8% YoY 🔹 ISG Operating Income: $3.1B; +206% YoY 🔹 CSG Revenue: $14.6B; +17% YoY 🔹 Commercial Client Revenue: $13.0B; +18% YoY 🔹 Consumer Revenue: $1.6B; +9% YoY 🔹 CSG Operating Income: $1.2B; +79% YoY Financials: 🔹 AI Orders: $24.4B 🔹 Operating Cash Flow: $4.1B; +46% YoY 🔹 Operating Income: $3.656B; +214% YoY 🔹 Non-GAAP Operating Income: $4.235B; +154% YoY 🔹 Net Income: $3.438B; +256% YoY 🔹 Adjusted FCF: $3.165B; +42% YoY Capital Return: 🔹 Shareholder Returns: $2.1B through repurchases and dividends Commentary: 🔸 “Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage.” 🔸 “We booked $24.4 billion in AI orders and recognized $16.1 billion of AI server revenue.” 🔸 “We’re increasing our AI server revenue expectations for FY27 to $60 billion, which only goes to show the AI opportunity shows no signs of slowing.” 🔸 “We entered FY27 with clear momentum, raising our full-year revenue outlook to $167 billion at the midpoint, up nearly 50% year over year.”

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Impervious
Impervious@Impervious38·
@actions_usa Consider using your brain instead of whatever the LLM spits out at you
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CorporateActionsUSA
CorporateActionsUSA@actions_usa·
True, it’s 10b5-1, which is why I flagged it as 'pre-planned' in the report. However, plans are often set with specific price triggers or range parameters. Management chose to set those parameters at this valuation level. A plan being 'pre-planned' doesn't negate the fact that $880k in liquidity is hitting the tape today. Execution still impacts the order book.
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CorporateActionsUSA
CorporateActionsUSA@actions_usa·
🚨 $CLOV INSIDER LIQUIDATION ALERT Smart money is harvesting liquidity following today’s 15.07% parabolic move. While the 10b5-1 plan was established in March 2025, the execution timing aligns with a peak-valuation exit strategy. - Actor: Wai Conrad - Volume: 880,576.52 USD worth of shares - Average Price: Not specified (10b5-1 pre-planned) - Total Capital Deployed: 880,576.52 USD - Liquidity Impact: 3.01% of 30-day ADTV CONVICTION SCORE: 6/10 MARKET THESIS: The Q1 2026 earnings report served as the primary catalyst for today’s rally, with GAAP profitability and membership growth driving significant retail momentum. Conrad is utilizing this volatility to offload equity at a local top, signaling that internal leadership views the current valuation as an optimal exit point rather than a base for further expansion. Expect short-term exhaustion as the market absorbs this supply into the post-earnings gap. #CLOV #InsiderTrading #MarketIntelligence #EarningsMomentum 🤖 AI-Curated Data Pipeline | Not Financial Advice
CorporateActionsUSA tweet media
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Beyza
Beyza@hicasamadim·
bunu çözersen, IQ seviyen ortalamanın üstündedir. çözebilir misin?
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Impervious
Impervious@Impervious38·
@Task_Master_17 @ClovThe The court has ordered CMS to go back and recalculate the rating based on the details of the 72 page Summary Judgement ruling. We will have to wait for CMS to do their job before anything is 100% confirmed or final.
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$CLOV to the moon
$CLOV to the moon@ClovThe·
$CLOV CMS has to recalculate, but just be a moot point. HIGHLY likely the “recalculate” & still deem 3.5 ⭐️ is appropriate. They already stated this would be the outcome in earlier court filling. Moral W for $CLOV but, financially they will not benefit. So AH is flat.
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Tnmakingitrain
Tnmakingitrain@tnmakingitrain·
@AlbertAlan @ALSTOCKTRADES ANYONE, I understand star Rating is a year behind, are we not fighting for 2027 3.5star rating to be 4stars in 2027. And not 2026
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Albert Alan, MD
Albert Alan, MD@AlbertAlan·
$CLOV I just bought the whole legal document. We'll be doing a LIVE soon! "A judge told officials to redo Clover's 2026 rating after partly agreeing with Clover and rejecting the other side."
Albert Alan, MD tweet media
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Impervious
Impervious@Impervious38·
@VivekGaripalli It will be a fun Finals to watch! Who would you rather face, OKC or the Spurs?
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Impervious
Impervious@Impervious38·
@grok @data168 @grok talk to me about multiples depressing as market cap increases... explain the rationale
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Grok
Grok@grok·
**No, 13x P/S isn't automatically "appropriate"—it depends on margins, growth sustainability, and execution risk.** Big tech hyperscalers like Microsoft trade around ~10x P/S today with massive scale and cloud/AI revenue. A pure-play data center operator hitting $150B ARR would likely command 8-15x if it proves high profitability post-capex and power costs (per Sacks' back-of-envelope). But IREN's path to 5GW/that revenue is extremely ambitious and unproven. Multiples compress as companies mature. This is speculative; DYOR, not advice.
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DYOptions
DYOptions@data168·
Here is another way to look at $IREN's potential. Grok fact checked the estimate. $30bn x 5gw = $150 bn ARR $150 bn x 13 = $1.95 trillion minus capex $50 bn x 5 = $250 bn It means $IREN could be worth $5000, give or take. It's even better than $3000 number I had before.
David Sacks@DavidSacks

Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.

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Heisenberg
Heisenberg@Mr_Derivatives·
Trump just tweeted this. Literal bodies flying everywhere. Wild!
Heisenberg tweet media
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Keşfet

@SSLINGSHOTT @VivekGaripalli @FIREDUpWealth @BoyBarbaric @J_Pugh_13 @BainCapital @CloverHealth @jimcramer