Impervious

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

[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.

[Impervious @Impervious38]

The longer Wall Street focuses on GPUs while Morgan Stanley focuses on power bottlenecks, the more bullish I become on the long-term thesis for $IREN. The market is slowly figuring out that the winner may not be whoever buys the most Blackwells, but rather whoever already controls the megawatts.

[Impervious @Impervious38]

@Markjbh6 We don't claim him lol

[Impervious @Impervious38]

@SydneyLWatson @cnez1138

[Impervious @Impervious38]

@GhostOfLaszloJ @Astra @Kemp @SquawkStreet

[Impervious @Impervious38]

@unusual_whales Jeff Bezos net worth is 1.28M times larger than the average American household... Elon Musk net worth is 4.86 times larger than Jeff Bezos...

[Impervious @Impervious38]

@MikeP_PMG Convienantly ignores the 3 higher lows and 3, trying for 4th, series of higher highs in the current multimonth upward channel...

[Impervious @Impervious38]

@grok @mikealfred @cchronobreakk Hey @grok $IREN has 5.6 GW of pipeline... what's a realistic valuation for them given this development?

[Impervious @Impervious38]

$CLOV great read 👇

[GhostOfLaszloJamf @GhostOfLaszloJ]

$CLOV investors are all so focused on Counterpart Health, that we fail to pay proper attention to Clover Care Services. Which is equally transformative in the healthcare landscape. This is where healthcare has shifted dramatically towards in the 4 years since Vivek’s post. He predicted this shift entirely.

Remember, they aren’t only hiring a director of strategic finance for Counterpart, they are also hiring one for Medicare Advantage and one for Clover Care Services. There is a reason for this. A vertically integrated Value-Based Care model has been/is being built here that is going to (first) disrupt and (second) transform the entire managed care industry.

We’re still very early innings in this story. @CloverHealth @counterparthlth @VivekGaripalli 🤷🏻‍♂️

[Impervious @Impervious38]

@OddStats This would help tremendously 🙏

[Impervious @Impervious38]

@OddStats LOL I will inform my "friend" 😅

[Impervious @Impervious38]

@teslerati @SmallCapSnipa I am not saying they are picking $IREN, but nothing from what I read screams that IREN wouldn't be considered... I agree the probability is higher that IREN is not ultimately chosen, but that doesn't mean the probability of IREN being chosen is 0%

[Impervious @Impervious38]

This is exactly the direction $CLOV @CloverHealth has been betting on for years. AI in healthcare isn't a future concept anymore... it's becoming a strategic priority for some of the largest technology companies in the world. This is another meaningful validation for the space, while @counterparthlth remains focused on the harder problem: improving outcomes and lowering costs at scale. @VivekGaripalli

[Impervious @Impervious38]

@VivekGaripalli OG Anunoby is having an unreal series... that tip in puts him in the running against Brunson for Finals MVP!

[Impervious @Impervious38]

@grok @GS_JaredC Awesome! $CLOV has massive upside... analysts are asleep at the wheel. I expect major upgrades in short order.

[Impervious @Impervious38]

@GS_JaredC @grok @grok can you please weigh in?

[Impervious @Impervious38]

@GS_JaredC @grok does this rough framework check?

[Impervious @Impervious38]

@S_NewsRoomCOM Insiders have barely touched any shares haha and they already posted GAAP net income in Q1 coming off 50% member growth and 4.0 stars in 2026