JC retweeted
2026 marks Ripple’s best year ever. Last year, we set out to build the full stack of blockchain infrastructure, bolstered by native product growth and strategic M&A. This year, it’s all about integration, and the results speak for themselves.
Now, it’s time for @RippleSwell to take center stage: on.ripple.com/48kmVP1
JC retweeted
The Precious Metals Crisis That Could Trigger A Global Financial Reckoning zerohedge.com/precious-metal…
Clover Health’s MA PPO plans received a 5-Star rating and its HMO plans received a 4.5-Star rating for 2027. We’re proud of what this means for our ability to continue delivering strong benefits, affordability and wide provider choice—while supporting reforms that better align Stars with meaningful improvements in members’ health.
For the third year in a row, Clover has continued its market-leading performance on core HEDISⓇ* measures with a score of 4.82 out of 5 Stars,** again ranking #1 among non-SNP PPO plans with over 2,000 members.
For the 2027 Star Ratings, Clover’s overall rating was driven by improvements across Stars domains. This performance reflects the strength of our care model, powered by @counterparthlth, which surfaces relevant information to help physicians identify care needs and support better-informed clinical decisions.
Read more: investors.cloverhealth.com/n…
* HEDIS® is a registered trademark of the National Committee for Quality Assurance (NCQA)
** This analysis focuses on performance by non-SNP PPO plans with over 2,000 lives as of September 1, 2024, 2025, and 2026 on HEDIS measures applicable to non-SNPs that were used for CMS’s MY 2023, MY2024, and MY 2025 Star ratings, applying the measure ranges used by CMS.
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JC retweeted
The legacy system is broken and on a path to a reset.
No one is coming to save you. Up to each individual person to take action in advance.
--- And its well past time to stop looking at metals as just a trade.
JC retweeted
Silver is the little brother to Gold.
It to will do amazingly well for years to come. If you read down my prior posts you'll catch as to why.
Please follow along for more.
JC retweeted
Following the 93% poll this weekend:
Purchasing Power Loss Question:
Over the next 5 years, by how much do you expect the purchasing power of the US dollar to fall?
3%Fall 0–5%
8%Fall 5–10%
32%Fall 10–25%
57%Fall more than 25%
1,385 votes • Final results JC retweeted
Major News: Newmont Settlement
Barrick and Newmont resolved all outstanding disputes over the Nevada Gold Mines joint venture. Under the deal:
• Barrick contributes its Fourmile project.
• Newmont contributes its Fiberline and Mike projects and pays Barrick $1.95 billion in cash within 30 days.
• The expanded JV creates a nearly 100-million-ounce gold complex in Nevada.
• Newmont also consented to Barrick’s planned North American gold assets IPO (still expected by year-end), which will include Nevada Gold Mines, Pueblo Viejo, Fourmile, and the newly contributed assets. Mark Hill is set to lead the pure-play North American gold company.
JC retweeted
Today’s 2Q26 earnings release shows that a wide-network, full-risk Medicare Advantage model can deliver better health outcomes, meaningful growth, and increasing profitability at the same time.
Some Highlights:
- Delivered strong second quarter GAAP Net Income alongside continued market-leading Medicare Advantage membership growth
- Improved Full Year 2026 guidance across all metrics
- Increasing confidence in 2027 outlook, supported by strong cohort development, continued clinical engagement, and the added flexibility of a 4.5 Star payment year
Here’s the full release on this quarter: investors.cloverhealth.com/s…
JC retweeted
At Clover Health, we’re focused on helping providers deliver more proactive, coordinated care for members with complex needs.
@counterparthlth's latest whitepaper offers a closer look at how Counterpart Assistant, its AI-powered physician enablement platform, supports that work during one of the most important moments in care: the transition after hospitalization or emergency department visit.
Read the whitepaper here: cdn.counterparthealth.com/wh…
Read the press release: investors.cloverhealth.com/n…
After a hospitalization or emergency department visit, timely follow-up matters.
In a new real-world analysis, Counterpart Health compared members attributed to Counterpart Assistant (CA)-enabled PCPs with @CloverHealth members attributed to PCPs not using CA, examining performance on high-risk care transition outcomes, including two HEDIS® quality measures.
Among the findings, CA-enabled PCPs showed better HEDIS® post-acute performance, including 33% higher discharge information receipt and an 11% higher rate of post-discharge medication reconciliation, underscoring the role of AI-enabled workflows in high-risk care transitions.
Read more: cdn.counterparthealth.com/wh…
Read the press release: investors.cloverhealth.com/n…
After a hospitalization or emergency department visit, timely follow-up matters.
In a new real-world analysis, Counterpart Health compared members attributed to Counterpart Assistant (CA)-enabled PCPs with @CloverHealth members attributed to PCPs not using CA, examining performance on high-risk care transition outcomes, including two HEDIS® quality measures.
Among the findings, CA-enabled PCPs showed better HEDIS® post-acute performance, including 33% higher discharge information receipt and an 11% higher rate of post-discharge medication reconciliation, underscoring the role of AI-enabled workflows in high-risk care transitions.
Read more: cdn.counterparthealth.com/wh…
Read the press release: investors.cloverhealth.com/n…
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Yup.
$CLOV
$CLOV for those new to @CloverHealth who think this is just some random bump, it’s not.
The market is still valuing it like a tiny Medicare Advantage insurer when the real story is its Healthcare AI / SaaS business, @counterparthlth .
Counterpart Health’s white papers show it can reduce Medicare Advantage costs by 15% by year 3 and 20% by year 4. If a company the size of $HUM and $UNH adopted it, we’re talking about $40-55 Billion in potential savings combined.
There are also interesting clues online researchers discovered, including Humana and CounterpartHealth subdomains referencing each other, along with other infrastructure breadcrumbs that point to an unannounced partnership (nothing has been officially announced).
Clover was built for value based care and the new CMS rules which are very Technology oriented and the large companies are having a hard time adhering to it which is part of the reason $HUM and $UNH have been having stock issues in recent years. Clover’s tech has helped themselves get a 4.5 Star rating, which is proof it works. Moving plans from 3.5 to 4 Stars unlocks an additional 5% CMS payment. That would mean an additional $14 Billion for $HUM and $UNH combined. And this technology is available now. Companies can’t afford to wait or they miss out on first-mover advantage.
Counterpart operates on a shared savings model, meaning the more money it saves customers, the more revenue it generates.
That’s why $CLOV is starting to rerate. It’s an AI healthcare platform being valued as some tiny insurer. If execution continues, this is an EPIC UNICORN 🦄 🚀
6
684
JC retweeted
$CLOV for those new to @CloverHealth who think this is just some random bump, it’s not.
The market is still valuing it like a tiny Medicare Advantage insurer when the real story is its Healthcare AI / SaaS business, @counterparthlth .
Counterpart Health’s white papers show it can reduce Medicare Advantage costs by 15% by year 3 and 20% by year 4. If a company the size of $HUM and $UNH adopted it, we’re talking about $40-55 Billion in potential savings combined.
There are also interesting clues online researchers discovered, including Humana and CounterpartHealth subdomains referencing each other, along with other infrastructure breadcrumbs that point to an unannounced partnership (nothing has been officially announced).
Clover was built for value based care and the new CMS rules which are very Technology oriented and the large companies are having a hard time adhering to it which is part of the reason $HUM and $UNH have been having stock issues in recent years. Clover’s tech has helped themselves get a 4.5 Star rating, which is proof it works. Moving plans from 3.5 to 4 Stars unlocks an additional 5% CMS payment. That would mean an additional $14 Billion for $HUM and $UNH combined. And this technology is available now. Companies can’t afford to wait or they miss out on first-mover advantage.
Counterpart operates on a shared savings model, meaning the more money it saves customers, the more revenue it generates.
That’s why $CLOV is starting to rerate. It’s an AI healthcare platform being valued as some tiny insurer. If execution continues, this is an EPIC UNICORN 🦄 🚀
JC retweeted
Clover $CLOV Community — this whitepaper is straight 🔥 for Counterpart Health!
Counterpart Assistant drives 27% higher medication adherence in chronic patients (diabetes, hypertension, cholesterol). Same-day fills jump to 45.8% with CA notifications vs. 36.2% pre-CA (same PCPs). Durable gains at 90 days + a modeled 1.4% PDC boost — huge for triple-weighted Star measures.
While peers scramble with fragmented data and guesswork in visits, Clover’s tech gives PCPs real-time pharmacy insights at the point of care. Result? Better outcomes, >1,000 bps MCR advantage, top-tier HEDIS, and a SaaS flywheel licensing to other MA plans/providers. This isn’t hype — it’s proven differentiation in a margin-tight market. Peers adopt or fall behind. Clover monetizes the platform while powering its own growth. Value-based care winner. AI leader in Medicare. $CLOV to the moon. What’s your take, fam?
Medication adherence is critical to managing common chronic conditions, but potential issues are often missed during the patient visit.
Counterpart Health helps clinicians better understand when patients may be struggling with medications by bringing timely, patient-specific adherence insights directly into the workflow with Counterpart Assistant.
Read the whitepaper: cdn.counterparthealth.com/wh…
JC retweeted
$clov current revenue guidance roughly $2.8B-$2.9B.
If Wall Street values Clover as only a Medicare Advantage insurer at 1x-3x revenue, that's roughly a $3B-$9B company or about $6-$17/share. TODAY.
-Clover is now profitable.
-Growing membership 51%.
-Growing revenue 62%.
-4.5 Star rating covering 97% of members.
-No debt.
-$418M cash in bank
-The star rating correction would have allowed them to grow more and put more profit in the bank!!
Counterpart Health is already being used outside Clover... Duke Connected Care. The Iowa Clinic. Kno2 interoperability initiatives. More partnerships continue to show up.
Clover has also published data showing doctors using Clover Assistant identified diabetes about 3 years earlier while reducing hospitalizations and readmissions for heart failure and COPD.
Now let's dream for a minute. 🤔💭
If Clover is worth $9B as an insurer, that's about $17/share. TODAY
Valued like a SaaS company at 12x revenue, that's about a $35B valuation or roughly $68/share. Combined: $44B valuation roughly $85
Valued like healthcare AI company at 25x rev, that's about a $72B valuation or $139. Combined with the insurance business: about $81B valuation or roughly $156
At 50x revenue, $145B valuation or roughly $280. Combined $154B or roughly $298/share.
And that's based on today's revenue guidance, not future growth projections.
No matter how you look at it if they keep doing what they're doing 🚀🚀🚀
JC retweeted
"It's as good as you can imagine with ~$50/oz margins" says President @ManiAlkhafaji @FMSilverCorp with @JrMiningGuy @DtGoldmesse
Watch the full talk here: youtu.be/YYceUErPPp4?is=-_FD…
@FirstMintLLC @keith_neumeyer $AG #TripleDigitSilver #BuyPhysical
Q1 2026 HIGHLIGHTS @FMSilverCorp
✅Treasury $1.1B
✅Cash Flow from Ops $310M
✅FCF $224M
✅Bullion Inventory $64M
✅Q1 Dividend 280%+ Y/Y
Press Release🔗firstmajestic.com/investors/…
@keith_neumeyer @FirstMintLLC $AG #TripleDigitSilver #BuyPhysical #GotSilver
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🎉 We've got a Jeopardy! champion in our midst.
Huge congratulations to our very own, Tristan Williams, Staff Data Scientist, who won last night’s episode of Jeopardy! Turns out data scientists are pretty good at knowing things.
Tristan returns today, Thursday May 7, for round two. Tune in to see if he can break the one-day champion curse! 📺
We're cheering you on, Tristan! 🟦 🟦 🟦
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JC retweeted
Our Jerritt Canyon Gold Project is a strategic asset. The processing facility contains 1 of only 3 roasters in Nevada. We have committed $75M this year towards a restart plan targeting gold production in H2 2027.
@FMSilverCorp @keith_neumeyer @FirstMintLLC #TripleDigitSilver $AG