narf narf
51 posts


@Travis123123 @StockSavvyShay lets hope it is still in Trumps hands for taco
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narf narf retweetledi

@lolnarf @TeladocHub That traffic might be from bagholders looking for investor relations 😂
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Wait… read this again.
The guy who scaled $TDOC GLP-1 program to $100M+ revenue just got highlighted publicly.
$100M.
Teladoc’s current market cap?
~$800M.
So let’s do simple math:
One vertical =
~12.5% of market cap.
And that’s just GLP-1.
Not mental health.
Not chronic care.
Not primary360.
Not international.
Meanwhile $TDOC trades like it’s going out of business.
The market is pricing Teladoc like it has:
• No growth engines
• No product-market fit
• No scalable revenue streams
Yet one product suite alone is doing nine figures.
Either:
1.GLP-1 is meaningless
or
2.The stock is massively disconnected from reality
I know which side I’m on.


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