_strictly_confidential

[_strictly_confidential @TheHive10000X]

@Bubblebathgirl Shut this clown up already.

[_strictly_confidential @TheHive10000X]

@EricLDaugh Any ever notice that the picket signs always look the same, aesthetically?

[_strictly_confidential @TheHive10000X]

@Pdwspoon2 @sundiamondshine @iAnonPatriot

[_strictly_confidential @TheHive10000X]

@AntiWokeMemes

[_strictly_confidential @TheHive10000X]

@danielsjourney1 @saras76 Seems to me being a paid protestor can be lucrative.

[_strictly_confidential @TheHive10000X]

@Noddy_Nub @saras76 Do it for the gram.

[HEP @doggmaninva12]

@IndianGamer_001 @saras76 Hey dipshit…a fascist doesn’t give you a microphone on his platform and let you freely express your opinion…a fascist will shoot you in the neck for expressing your opinion and rejoice in your death…so yea….youre a fucking fascist…

[_strictly_confidential @TheHive10000X]

@ludiChrisRod @its_The_Dr

[_strictly_confidential @TheHive10000X]

@ThePatriotOasis Here’s another one. Internet. Do your thing.

[_strictly_confidential @TheHive10000X]

@LibOrNormal @GovPritzker Chicago is Next you fat fuck!

[_strictly_confidential @TheHive10000X]

@kenm77 Enjoy. https://t.co/eDIraPfLr2

[_strictly_confidential @TheHive10000X]

@HLStockenstrom Enjoy. https://t.co/eDIraPfLr2

[_strictly_confidential @TheHive10000X]

@MoosemanNYC @RealBeemster Enjoy. https://t.co/eDIraPfLr2

[_strictly_confidential @TheHive10000X]

@PakLiveNews92 Enjoy. https://t.co/eDIraPfLr2

[_strictly_confidential @TheHive10000X]

@Andrew63222295 @atrupar Enjoy. https://t.co/eDIraPfLr2

[MarketKap @Market_Kap]

$CLOV Cliff-notes for those new here:

-Clover Health debuted publicly in January 2021 through a SPAC merger backed by Chamath Palihapitiya.

-The company got caught in meme stock frenzy but focused on solving U.S. healthcare issues via AI.

-Hindenburg Research issued a short report in 2021 with unproven claims that hurt the stock - but never materialized Hindenburg is out of business and Clover is in a great position

-Early high medical cost ratios over 100% stemmed from heavy AI investments, part of a long-term strategy.

-Clover Assistant AI tool positioned the company for value-based care, ahead of industry shifts

-Competitors lag by 6-7 years and face over 100 Clover patents in AI healthcare tech.

-Andrew Toy took CEO role in 2022 after selling his firm to Google and leading AI at Google Cloud and Android.

-Toy brings Silicon Valley tech expertise to overhaul traditional insurance models.

-Clover launched Counterpart Health SaaS division to sell AI tools to other providers and payers.

-This shifts Clover from pure insurer to AI platform disrupting healthcare regulations.

-Counterpart Assistant delivers real-time patient data to doctors, flagging risks and recommending care.

-Tool improves diagnoses, prevents issues, and cuts costs through proactive health management.

-Legacy insurers like Humana, Molina, and UnitedHealth struggle with CMS rule changes, rising MCRs, and falling star ratings.

-Clover achieves 4.94/5.0 HEDIS score, 5% star rating bonus, and 5.1% CMS payment hike for 2026.

-MCR dropped to mid-70s while competitors hit high 80s-90s.

-SaaS offers scalable AI that insurers need urgently amid regulatory pressures.

-Clover operates Medicare Advantage arm for growth and Counterpart for AI sales.

-Both divisions use predictive care for better outcomes and lower costs.

-Studies show Clover AI boosts diabetes diagnosis by 16.7% vs. 8.7%, cuts CHF hospitalizations by 18%, and improves medication adherence by 4.8%.

-AI flywheel saves 7% on MCR by year 2, 15% by year 3, improving with more data.

-Industry shift from fee-for-service to value-based care hits legacy models hard.

-CMS V28 coding phases in fully by 2026, worsening issues for outdated insurers.

-Clover’s AI prevents complications, boosts scores, and enables higher CMS payouts.

-Insurers face choice: build similar tech costing billions or partner with Clover.

-Using 2024 data, Counterpart could save UnitedHealth $36B, Humana $13B, Molina $4.5B, Elevance $20B annually at 15% savings.

-Subdomain scans show Humana, United Health and Molina links on Counterpart site, hinting at advanced partnerships. Saas deals in the works?

-Humana’s June 2025 investor meeting outlined outsourcing and tech leverage starting 2026, aligning with Counterpart timelines.

-UNH and Molina subdomain appears alongside announced partners like Duke and Iowa Clinic.

-Medicare Advantage growth projects 10.1% revenue per member uplift in 2026 from CMS and stars.

-Assuming 15-20% membership growth, EBITDA could reach $100-200M in 2026 from insurance alone.

-By 2028, insurance EBITDA might hit $400-500M, valuing that segment at $6-7.5B at 15x multiple.

-SaaS hypotheticals for Humana alone:
Bear: Bear case $713M profit by 2028, valuing $14-21B at 20-30x.
Bull: Bull case $4B profit, valuing $80-120B.

-Q2 2025 earnings showed 32% membership growth to 106,323 and 34% revenue to $478M.

-Adjusted EBITDA positive, with full-year revenue guidance $1.85-1.9B.

-Current market cap stands at $1.37B, undervaluing AI potential in $4T healthcare market.

-Tech and healthcare investors overlook Clover’s hybrid model, setting up for re-rating.

-CMS boosts 2026 reimbursements 5.1%, plus Clover’s 5% star bonus, enabling profits even without growth.

-SaaS expansion targets tens of billions in Medicare Advantage, hundreds in broader healthcare.

-Co-founder Vivek Garipalli predicts Clover as top healthcare impact and value creator in a decade.

@CloverHealth

[_strictly_confidential @TheHive10000X]

@DefiantLs He’s comin!

[_strictly_confidential @TheHive10000X]

@CalltoActivism He’s gonna cum.

[_strictly_confidential @TheHive10000X]

@libsoftiktok He’s coming.

[_strictly_confidential @TheHive10000X]

@libsoftiktok