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@DonDiligencia Avatar @DonDiligencia Dondamon

Dondamon posts on X about $tdoc, $htfl, $hims, ai the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

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Mentions: X #

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Followers: XXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% countries XXXX%

Social topic influence $tdoc #20, $htfl #2, $hims 14.29%, ai 14.29%, acquisition 14.29%, $pltr 9.52%, insurance 9.52%, if you 4.76%, context window 4.76%, future XXXX%

Top accounts mentioned or mentioned by @teladochub

Top assets mentioned Teladoc Health, Inc. (TDOC) Heartflow, Inc. Common Stock (HTFL) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Tempus AI, Inc. Class A Common Stock (TEM)

Top Social Posts

Top posts by engagements in the last XX hours

"The Attention Mechanism (the heart of the Transformer) has quadratic complexity. If you double the context window (input text) the computational cost quadruples. Reinforces Palantir's future utility since the LLM overlord thesis is just too computationally expensive. $PLTR"
X Link 2025-12-09T23:21Z XXX followers, XX engagements

"$HIMS final "community" assessment after deep dive. Hyperbolic ignorance"
X Link 2025-12-12T05:45Z XXX followers, XX engagements

"Unit economics + Outcomes = $HTFL"
X Link 2025-12-01T02:19Z XXX followers, XX engagements

"Technically Golden $TDOC"
X Link 2025-12-04T18:33Z XXX followers, XXX engagements

"Watch for notable deductions in SGA in 2026. Two accelerants are 1) B2C to B2B focus with BetterHelp 2) internal AI enabled efficiency gains to support global scale $TDOC"
X Link 2025-12-05T17:32Z XXX followers, XXX engagements

"Top of funnel is the most strategic asset in the age of AI healthcare $TDOC $HTFL $PLTR $TEM"
X Link 2025-12-05T23:28Z XXX followers, XXX engagements

"@TeladocHub Commercial contracts with Medicare Advantage plans (e.g. UHC Aetna) estimated XX% is my understanding $TDOC"
X Link 2025-12-06T18:54Z XXX followers, XXX engagements

"Framing $TDOC vs $HIMS misses the point that in healthcare we want any scalable solution to work. If $HIMS does well and can safely manufacture at scale insurance will then compete for the margin - society wins"
X Link 2025-12-07T19:23Z XXX followers, XXX engagements

"If healthcare companies are the human orchestration layer for society benefit then profits is the cost of the conductor $HIMS - $TDOC"
X Link 2025-12-07T19:38Z XXX followers, XXX engagements

"@TeladocHub Federal Acquisition Regulations seem favorable. Estimates are XX% of Medicare patients will utilize Medicare Advantage by 2030 so indirect benefit is enivitable to some degree $TDOC"
X Link 2025-12-08T17:51Z XXX followers, XXX engagements

"@TeladocHub One Medical disclosed roughly XX% revenue composition from the Iora Medical through Medicare prior to acquisition by Amazon BUT that means they became but of the insurance infrastructure (margins collapsed)"
X Link 2025-12-08T19:52Z XXX followers, XX engagements

"@TeladocHub At least the Livongo acquisition didn't collapse margins and creates the leverage of the top of funnel to longitudinal chronic care. It did lead to one epic impairment that obliterated previous shareholders though $TDOC"
X Link 2025-12-08T19:59Z XXX followers, XX engagements

"Exit multiples are tricky but just the demographics and throughput issues with healthcare delivery5% base case for growth by 2030 seems reasonable. Your Medicare discussion is part of that floor. BetterHelp back on track Q1 2026 OR Q1 2027 (more likely) based on contract accounting. Much more focused on AI capabilities + patient engagement announcements to turn the revenue per member metric. That will dictate the ceiling (moon) IMO. In Dave Ross we trust $TDOC"
X Link 2025-12-08T23:57Z XXX followers, XX engagements

"@TeladocHub I'm not too familiar with mental therapy and market dynamics just the recognition timing but honestly I look around and see a demand signal everywhere $TDOC"
X Link 2025-12-09T00:00Z XXX followers, XXX engagements

"90% of Silicon Valley are Dunning Krueger Sociopaths but that special XX% are a privilege to share time with $HTFL"
X Link 2025-12-09T18:53Z XXX followers, XX engagements

"Think of healthcare delivery as a throughput problem Teladoc Health visits represent approximately XXX% to XXX% of the total patient-doctor visits in the United States. $TDOC"
X Link 2025-12-09T23:51Z XXX followers, XX engagements

"2% for US is purposefully conservative. Global visits could be as low as XXXX% but the demonitor is tricky $TDOC"
X Link 2025-12-10T02:33Z XXX followers, XX engagements