[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @RapallaInvests Rapalla Invests Rapalla Invests posts on X about $clov, clov, hum, $hum the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1882171347469828096/interactions)  - X Week XXXXXX +63% - X Month XXXXXX +475% ### Mentions: XX [#](/creator/twitter::1882171347469828096/posts_active)  ### Followers: XXX [#](/creator/twitter::1882171347469828096/followers)  - X Week XXX +21% - X Month XXX +245% ### CreatorRank: XXXXXXX [#](/creator/twitter::1882171347469828096/influencer_rank)  ### Social Influence [#](/creator/twitter::1882171347469828096/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXX% [countries](/list/countries) XXX% **Social topic influence** [$clov](/topic/$clov) #7, [clov](/topic/clov) #9, [hum](/topic/hum) 17.57%, [$hum](/topic/$hum) 17.57%, [$moh](/topic/$moh) 10.81%, [clover](/topic/clover) 5.41%, [$open](/topic/$open) 4.05%, [shoutout](/topic/shoutout) 2.7%, [linkedin](/topic/linkedin) 2.7%, [$oscr](/topic/$oscr) #109 **Top accounts mentioned or mentioned by** [@cloverhealth](/creator/undefined) [@counterparthlth](/creator/undefined) [@kemlizafyu](/creator/undefined) [@_albertalan](/creator/undefined) [@gunshow_trader](/creator/undefined) [@humana](/creator/undefined) [@albertalan](/creator/undefined) [@j_pugh_13](/creator/undefined) [@vivekgaripalli](/creator/undefined) [@badie912](/creator/undefined) [@jpugh13](/creator/undefined) [@marketkap](/creator/undefined) [@kevinholub](/creator/undefined) [@tnmakingitrain](/creator/undefined) [@andrewtoy](/creator/undefined) [@sventured](/creator/undefined) [@petehobley78844](/creator/undefined) [@fame_sniipes](/creator/undefined) [@market_kap](/creator/undefined) [@shey2007shey](/creator/undefined) **Top assets mentioned** [Humana Inc (HUM)](/topic/$hum) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Open Custody Protocol (OPEN)](/topic/$open) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [BlackRock Inc (BLK)](/topic/blackrock) [CVS Health Corp (CVS)](/topic/$cvs) [Elevance Health Inc (ELV)](/topic/$elv) [UnitedHealth Group (UNH)](/topic/$unh) ### Top Social Posts [#](/creator/twitter::1882171347469828096/posts) --- Top posts by engagements in the last XX hours "@shey2007shey @_AlbertAlan Facts dont care about your feelings. SEC filing is the truth"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946243996029739355) 2025-07-18 16:21:42 UTC XXX followers, XXX engagements "Correction incoming. Beyond overdue. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942580008649908382) 2025-07-08 13:42:20 UTC XXX followers, 2975 engagements "Ive seen many people like you and there will be many more like you - Im done trying to convince people to invest in $CLOV. At the end of the day it is your choice if you open your eyes to the evidence. Its your choice. We have mountains of quality due diligence on our profiles explaining why the market is missing a once in a lifetime opportunity. Perhaps you will too"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1947061876237758742) 2025-07-20 22:31:40 UTC XXX followers, XXX engagements "Just like $HUM insurers around the nation will struggle going forward as macro headwinds increase in the healthcare sector for me I dont believe it is a matter of who will use it but rather when. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944231425651130735) 2025-07-13 03:04:28 UTC XXX followers, 1289 engagements "@VivekGaripalli This is what makes @counterparthlth the absolute best in the business. A focus on rearranging the core business of payors with lowered MCR and more savings. We are eager to hear about more partnerships for @CloverHealth including the rumored $HUM $MOH and Summit ones 😁"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946595508316787047) 2025-07-19 15:38:29 UTC XXX followers, XXX engagements "I have spoken to a few people and an interesting topic has come to my attention: What is stopping @counterparthlth clients from partnering learning CA's process and then terminating the deal to replicate it Let's dissect it to see what could be protecting that moat. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942645760690118804) 2025-07-08 18:03:36 UTC XXX followers, XXX engagements "@Badie912 @RobinhoodApp Thanks for the tip doing it now"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945945190818058734) 2025-07-17 20:34:22 UTC XXX followers, XX engagements "There is a reason why @CloverHealth is set to take over this space here and now. They saw the writing on the wall years ago and began building an AI tool that would be ready when the industry was ready to turn their attention to it. Now is that time. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942645767170146323) 2025-07-08 18:03:38 UTC XXX followers, XXX engagements "Coming soon to a pharmacy near you. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1943429697674604647) 2025-07-10 21:58:41 UTC XXX followers, 1448 engagements "3) X words: Data Data Data. Data is king in the world of AI. As Counterpart Assistant has more patient data fed through it it becomes more efficient over time. Even if a partner company was able to replicate some processes they fall short in the trained model department"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942645765668565191) 2025-07-08 18:03:37 UTC XXX followers, XXX engagements ".@VivekGaripalli I am doing what you told us to do Im looking around so I dont miss it and I like what I see $CLOV $HUM $MOH @andrewtoy @sventured @kevinholub"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944550467440156689) 2025-07-14 00:12:14 UTC XXX followers, 1395 engagements "@BarstoolNate @BarstoolNate Check out some of my recent posts on $CLOV and spread the word. There is rumors of partnership with Humana Molina and Summit based on good evidence"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946287988880666713) 2025-07-18 19:16:31 UTC XXX followers, XXX engagements "Recent scans of subdomains connect @Humana $HUM to counterparts domain with over XX subdomains indicating a strategic partnership of some kind between them. If Humana failed to scale Author internally it makes perfect sense to license a smarter proven alternative. It appears Humana may have pivoted from building its solution to BUYING it and I believe the market is missing it. (thank you to @Market_Kap for the photo)"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944231419854655763) 2025-07-13 03:04:27 UTC XXX followers, XXX engagements "Humana's subdomains appear to officially be ONLINE All of them now have "online" next to them and appear to be live and functional The "inactive" next to them means they are ready to go @Humana and @counterparthlth only need to flip the switch $CLOV Thanks to JimboBob on Stocktwits for this find"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944791921877987572) 2025-07-14 16:11:41 UTC XXX followers, 2778 engagements "I feigned ignorance with $CLOV for a while early on as a defense mechanism against the pain at the time but the best thing investors/speculators can do is be honest to themselves and act with the full scope of info not ignore filings and pretend everything is one way when its not. Reminds me of when Ryan Cohen sold his entire stake in BBBY and investors tried spinning it bullish. Ignorance = putting your money at risk"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946254220883108218) 2025-07-18 17:02:20 UTC XXX followers, XXX engagements "I KNEW IT. Institutions are increasing their holdings in $CLOV significantly. Blackrock adds XX MILLION shares. They bought the dip"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945998355168997437) 2025-07-18 00:05:37 UTC XXX followers, 3838 engagements "To all the new people developing an interest in $CLOV here is a DD thread of tweets on recent developments involving $HUM $MOHSummit Health and their connection to @CloverHealth @counterparthlth signifying strategic partnerships utilizing AI solutions (counterpart assistant)"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945896305030795710) 2025-07-17 17:20:06 UTC XXX followers, 1170 engagements "If $MOH and now $HUM are potentially onboarding Counterpart Assistant the writing is on the wall: Every major insurer may follow. Success in both those realms would mean success in Medicare Advantage and Medicaid at scale. Nobody wants to lag behind and eat dust while their competitors pull ahead. This is how it starts. Who is next Anthem Centene United This is the snowball and soon to be avalanche in action. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944496973299490935) 2025-07-13 20:39:40 UTC XXX followers, XXX engagements "@MitchMartan98 @kemlizafyu Would rather pick $OSCR based on what exactly Because I cant find a reason to divest from $CLOV and invest there"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946762520112349563) 2025-07-20 02:42:08 UTC XXX followers, XXX engagements "ER for $CLOV @CloverHealth coming up on August 5th. Justified excitement heading into this one"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942571804352209274) 2025-07-08 13:09:44 UTC XXX followers, XXX engagements "I personally have my eyes on places like Texas where $HUM @Humana is a major influence. Just like their AI @CloverHealth the company has learned and will continue to adjust their execution as they look to scale Counterpart Assistant nationwide"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942635901034848360) 2025-07-08 17:24:25 UTC XXX followers, XXX engagements "Brother - no hate here but please check both mine and @_AlbertAlans posts. We have spent countless hours giving quality DD on $CLOV using data and evidence. Its that simple. We havent lost focus. Im more convicted in my investment than ever before and Ive been here for X years"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946255384781726057) 2025-07-18 17:06:58 UTC XXX followers, XXX engagements "Enter @CloverHealth and their tech subsidiary @counterparthlth. Clover spent years doing what other insurers could not or had not done: building a cutting edge clinical AI tool meant to completely overhaul healthcare. Through years of training within their own Medicare Advantage business Clover Assistant was built from the ground up to shift healthcare towards value-based care proactively including: -guiding physicians in real time with AI support -lower medical cost ratios -closed care gaps -and much more"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944231414225858952) 2025-07-13 03:04:25 UTC XXX followers, XXX engagements "@Aleksdema99 @_AlbertAlan Youre more than welcome to keep scrolling if something bothers you Aleks better yet if you have a good counter argument to his post please supply it I am interested in reading your bull thesis -a curious investor 😁"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946988105921102319) 2025-07-20 17:38:32 UTC XXX followers, XX engagements "If Counterpart partners with providers nationwide we can expect to see this position open up in various major markets and use that as indicator to see where they may be expanding to before a PR is ever released"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942635898866413708) 2025-07-08 17:24:25 UTC XXX followers, XXX engagements "One would think that @counterparthlth is working with $HUM CenterWell Care Centers @centerwellhh Home Care and their Pharmacy division to start. @Humana currently has XXX CenterWell & Conviva primary care centers and is planning on adding 2030 new centers per year. Roughly 1.2M patients are under HUM Home care and Care centers management. Thanks @J_Pugh_13 for the info. cc: @berthacoombs @andrewtoy @VivekGaripalli @kevinholub @sventured @CloverHealth $CLOV @Tong_Thoughts"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944798337066049989) 2025-07-14 16:37:10 UTC XXX followers, XXX engagements "@VivekGaripalli Im excited for the announcement of @CloverHealth @counterparthlths first national player SaaS contract Is it $HUM @Humana Vivek $CLOV 😊"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1935763932590870959) 2025-06-19 18:17:40 UTC XXX followers, XXX engagements "Seeing a lot of $OPEN holders mad at $CLOV holders and calling CLOV a scam. Lets stop the projection and put the data out there: I asked ChatGPT to give me an unbiased opinion on which company is a better buy factoring in innovation financials and sentiment. Ill let you be the one who decides which is a better buy. Shouldnt take a rocket scientist (or a software engineer) to figure it out"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945992509467029904) 2025-07-17 23:42:23 UTC XXX followers, 2486 engagements "2 quarters in a row something big coming 🤓 @andrewtoy @VivekGaripalli @sventured $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942690790825943265) 2025-07-08 21:02:32 UTC XXX followers, XXX engagements "Still not enough for me unfortunately. The moat with AI & data at $CLOV is too great to compare to. I feel like $OSCR was picked up as a Wall Street darling after it turned net income positive/because of the Kushner connection. It is a buy but I dont see the same rate of return X years from now as Clover"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946764616228577667) 2025-07-20 02:50:28 UTC XXX followers, XXX engagements "@LTG_Veers One of them is a soon to be profitable industry disruptor. The other is $OPEN"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946028593135403518) 2025-07-18 02:05:46 UTC XXX followers, XX engagements "@28Hctsan @JGPitts @Atlasx100 Housing is cyclical. It goes expansion - peak - contraction (correction) - recovery. We are currently at peak and nearing contraction. Affordability is very low inventory is rising demand is falling. Its only a matter of when not if"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946981998024605868) 2025-07-20 17:14:16 UTC XXX followers, XX engagements "@KBull_AFG @_AlbertAlan You claim $CLOV is a scam yet there is a proven link to Humana Molina Duke University and more. Are they getting scammed too Or did you just not do your DD"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945990005429510464) 2025-07-17 23:32:26 UTC XXX followers, XXX engagements "Previously before the leak of the subdomains I posted about Humana having a plethora of Actuary openings for VBC and how this tied into them being connected to @counterparthlth @CloverHealth Somewhere along the way @Market_Kap discovered a very odd set of coincidences that tie $CLOV to $BCBS in Minnesota implying that Counterpart may be establishing a foothold within that network. Job postings for the actuary position in value-based care preceded our discovery of the $HUM $CLOV connection so I asked ChatGPT to compare the job descriptions and tell me if they align. Ill let you be the decider."  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946395460727685547) 2025-07-19 02:23:34 UTC XXX followers, 2012 engagements "You can have the greatest idea in the world and it can fill if people aren't in the trenches helping it along. We are reaching an inflection point for @CloverHealth @counterparthlth very soon. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942635902796210529) 2025-07-08 17:24:26 UTC XXX followers, XXX engagements "@PeteHobley78844 @Humana @counterparthlth Just in time for $HUM earnings on the 30th"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944802700782084248) 2025-07-14 16:54:31 UTC XXX followers, XXX engagements "@LTG_Veers If you have solid belief in the company - by all means invest there. I just dont personally see it holding a candle here. Not a huge fan of the meme stuff Im seeing over there lately"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1946028762811781123) 2025-07-18 02:06:27 UTC XXX followers, XXX engagements "Chamath - do you ever reflect on your sale of $CLOV @CloverHealth stock and wish you hadnt exited the way you did Looking at what they are planning to do in the near future it appears you lacked the patience and conviction (unlike MANY retail who put everything they had in all true way to .60). Majority of your SPACs were a failure - why do you refuse to acknowledge it exists Look at what theyre aiming to do. For someone so keen on investing you seem to be missing the opportunity of a lifetime in front of you"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942997362542096750) 2025-07-09 17:20:45 UTC XXX followers, 22.5K engagements "Excellent work. Probably the pinnacle of $CLOV DD available online as of right now"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942368858490196367) 2025-07-07 23:43:17 UTC XXX followers, 1227 engagements "Why the $MOH subdomain found for @counterparthlth may be more immediately relevant thank you think (join me for a tin foil hat moment): Thomas Tran (from Molina) joining our board XX months ago was the start of our relationship/signing with Molina. The deal was inked in 2024 and has been built/possibly even integrated since then fully. Executives send other executives in tech deals all the time when partnering. We know from a phone call that was made to an insurance broker that Molina had some sort of connection to CLOV when he made that call which was many months ago. They were already"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945139729009127767) 2025-07-15 15:13:45 UTC XXX followers, 1295 engagements "The bottom line: Pharmacy expansion across America is inevitable for @CloverHealth $CLOV. The expansion will provide a rich new pipeline of revenue for Clover's SaaS business a plethora of data to train and enhance the tech and care accountability from doctor - patient - pharmacist and everywhere in between"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942968961030840452) 2025-07-09 15:27:53 UTC XXX followers, XXX engagements "Its almost as if someone saw the writing on the wall years ago and proactively created a tech enabled AI solution to it. Wonder what company that could be $CLOV @CloverHealth"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1943373686314078503) 2025-07-10 18:16:07 UTC XXX followers, 2749 engagements "Humana once tried to build its own care guidance platform: Author by Humana. It promised concierge-style service care navigation and simplified provider interactions (sound familiar) But by 2022 the brand quietly disappeared. Why And what may be replacing it $CLOV $HUM"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944231406449672595) 2025-07-13 03:04:24 UTC XXX followers, 1094 engagements "New job opening for @CloverHealth $CLOV today: Associate Provider Relations and Contracting in New Jersey. Let's dissect it a bit. $CLOV"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1942635892570468768) 2025-07-08 17:24:23 UTC XXX followers, 1154 engagements "Credit to TonyO9O7 on stocktwits for this huge find. @molinahealth subdomain found amongst the ones we already knew about. That means links to TWO national players. Peter meant what he said. The SaaS snowball is about to turn into an avalanche. $CLOV $HUM $MOH"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944457198794371223) 2025-07-13 18:01:37 UTC XXX followers, 1309 engagements "Sorry but no I greatly disagree. 1) Counterpart Assistant as an asset is built for scale much better than $OPEN is. A pure SaaS player $CLOV will have a much easier time entering spaces nationwide contrary to an asset-heavy business like OPEN. 2) @CloverHealth @counterparthlth is targeting a 4T dollar market double the size of the 2T real estate market you just cited. 3) There is already sizeable evidence that Clover/Counterpart IS scaling faster than OPEN. Check my recent tweets for proof. 4) Housing is cyclical and moves in waves. That market is volatile and prone to caving in like we've"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1945912644919312845) 2025-07-17 18:25:02 UTC XXX followers, 2657 engagements "Just a matter of when. 😁 $HUM $MOH $CLOV $ELV $UNH $CVS"  [@RapallaInvests](/creator/x/RapallaInvests) on [X](/post/tweet/1944490213214134685) 2025-07-13 20:12:48 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@RapallaInvests Rapalla Invests
Rapalla Invests posts on X about $clov, clov, hum, $hum the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +63%
- X Month XXXXXX +475%
Mentions: XX #
Followers: XXX #
- X Week XXX +21%
- X Month XXX +245%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% social networks XXX% countries XXX%
Social topic influence $clov #7, clov #9, hum 17.57%, $hum 17.57%, $moh 10.81%, clover 5.41%, $open 4.05%, shoutout 2.7%, linkedin 2.7%, $oscr #109
Top accounts mentioned or mentioned by @cloverhealth @counterparthlth @kemlizafyu @_albertalan @gunshow_trader @humana @albertalan @j_pugh_13 @vivekgaripalli @badie912 @jpugh13 @marketkap @kevinholub @tnmakingitrain @andrewtoy @sventured @petehobley78844 @fame_sniipes @market_kap @shey2007shey
Top assets mentioned Humana Inc (HUM) Molina Healthcare, Inc. (MOH) Open Custody Protocol (OPEN) Oscar Health, Inc. (OSCR) BlackRock Inc (BLK) CVS Health Corp (CVS) Elevance Health Inc (ELV) UnitedHealth Group (UNH)
Top Social Posts #
Top posts by engagements in the last XX hours
"@shey2007shey @_AlbertAlan Facts dont care about your feelings. SEC filing is the truth"
@RapallaInvests on X 2025-07-18 16:21:42 UTC XXX followers, XXX engagements
"Correction incoming. Beyond overdue. $CLOV" @RapallaInvests on X 2025-07-08 13:42:20 UTC XXX followers, 2975 engagements
"Ive seen many people like you and there will be many more like you - Im done trying to convince people to invest in $CLOV. At the end of the day it is your choice if you open your eyes to the evidence. Its your choice. We have mountains of quality due diligence on our profiles explaining why the market is missing a once in a lifetime opportunity. Perhaps you will too" @RapallaInvests on X 2025-07-20 22:31:40 UTC XXX followers, XXX engagements
"Just like $HUM insurers around the nation will struggle going forward as macro headwinds increase in the healthcare sector for me I dont believe it is a matter of who will use it but rather when. $CLOV" @RapallaInvests on X 2025-07-13 03:04:28 UTC XXX followers, 1289 engagements
"@VivekGaripalli This is what makes @counterparthlth the absolute best in the business. A focus on rearranging the core business of payors with lowered MCR and more savings. We are eager to hear about more partnerships for @CloverHealth including the rumored $HUM $MOH and Summit ones 😁" @RapallaInvests on X 2025-07-19 15:38:29 UTC XXX followers, XXX engagements
"I have spoken to a few people and an interesting topic has come to my attention: What is stopping @counterparthlth clients from partnering learning CA's process and then terminating the deal to replicate it Let's dissect it to see what could be protecting that moat. $CLOV" @RapallaInvests on X 2025-07-08 18:03:36 UTC XXX followers, XXX engagements
"@Badie912 @RobinhoodApp Thanks for the tip doing it now" @RapallaInvests on X 2025-07-17 20:34:22 UTC XXX followers, XX engagements
"There is a reason why @CloverHealth is set to take over this space here and now. They saw the writing on the wall years ago and began building an AI tool that would be ready when the industry was ready to turn their attention to it. Now is that time. $CLOV" @RapallaInvests on X 2025-07-08 18:03:38 UTC XXX followers, XXX engagements
"Coming soon to a pharmacy near you. $CLOV" @RapallaInvests on X 2025-07-10 21:58:41 UTC XXX followers, 1448 engagements
"3) X words: Data Data Data. Data is king in the world of AI. As Counterpart Assistant has more patient data fed through it it becomes more efficient over time. Even if a partner company was able to replicate some processes they fall short in the trained model department" @RapallaInvests on X 2025-07-08 18:03:37 UTC XXX followers, XXX engagements
".@VivekGaripalli I am doing what you told us to do Im looking around so I dont miss it and I like what I see $CLOV $HUM $MOH @andrewtoy @sventured @kevinholub" @RapallaInvests on X 2025-07-14 00:12:14 UTC XXX followers, 1395 engagements
"@BarstoolNate @BarstoolNate Check out some of my recent posts on $CLOV and spread the word. There is rumors of partnership with Humana Molina and Summit based on good evidence" @RapallaInvests on X 2025-07-18 19:16:31 UTC XXX followers, XXX engagements
"Recent scans of subdomains connect @Humana $HUM to counterparts domain with over XX subdomains indicating a strategic partnership of some kind between them. If Humana failed to scale Author internally it makes perfect sense to license a smarter proven alternative. It appears Humana may have pivoted from building its solution to BUYING it and I believe the market is missing it. (thank you to @Market_Kap for the photo)" @RapallaInvests on X 2025-07-13 03:04:27 UTC XXX followers, XXX engagements
"Humana's subdomains appear to officially be ONLINE All of them now have "online" next to them and appear to be live and functional The "inactive" next to them means they are ready to go @Humana and @counterparthlth only need to flip the switch $CLOV Thanks to JimboBob on Stocktwits for this find" @RapallaInvests on X 2025-07-14 16:11:41 UTC XXX followers, 2778 engagements
"I feigned ignorance with $CLOV for a while early on as a defense mechanism against the pain at the time but the best thing investors/speculators can do is be honest to themselves and act with the full scope of info not ignore filings and pretend everything is one way when its not. Reminds me of when Ryan Cohen sold his entire stake in BBBY and investors tried spinning it bullish. Ignorance = putting your money at risk" @RapallaInvests on X 2025-07-18 17:02:20 UTC XXX followers, XXX engagements
"I KNEW IT. Institutions are increasing their holdings in $CLOV significantly. Blackrock adds XX MILLION shares. They bought the dip" @RapallaInvests on X 2025-07-18 00:05:37 UTC XXX followers, 3838 engagements
"To all the new people developing an interest in $CLOV here is a DD thread of tweets on recent developments involving $HUM $MOHSummit Health and their connection to @CloverHealth @counterparthlth signifying strategic partnerships utilizing AI solutions (counterpart assistant)" @RapallaInvests on X 2025-07-17 17:20:06 UTC XXX followers, 1170 engagements
"If $MOH and now $HUM are potentially onboarding Counterpart Assistant the writing is on the wall: Every major insurer may follow. Success in both those realms would mean success in Medicare Advantage and Medicaid at scale. Nobody wants to lag behind and eat dust while their competitors pull ahead. This is how it starts. Who is next Anthem Centene United This is the snowball and soon to be avalanche in action. $CLOV" @RapallaInvests on X 2025-07-13 20:39:40 UTC XXX followers, XXX engagements
"@MitchMartan98 @kemlizafyu Would rather pick $OSCR based on what exactly Because I cant find a reason to divest from $CLOV and invest there" @RapallaInvests on X 2025-07-20 02:42:08 UTC XXX followers, XXX engagements
"ER for $CLOV @CloverHealth coming up on August 5th. Justified excitement heading into this one" @RapallaInvests on X 2025-07-08 13:09:44 UTC XXX followers, XXX engagements
"I personally have my eyes on places like Texas where $HUM @Humana is a major influence. Just like their AI @CloverHealth the company has learned and will continue to adjust their execution as they look to scale Counterpart Assistant nationwide" @RapallaInvests on X 2025-07-08 17:24:25 UTC XXX followers, XXX engagements
"Brother - no hate here but please check both mine and @_AlbertAlans posts. We have spent countless hours giving quality DD on $CLOV using data and evidence. Its that simple. We havent lost focus. Im more convicted in my investment than ever before and Ive been here for X years" @RapallaInvests on X 2025-07-18 17:06:58 UTC XXX followers, XXX engagements
"Enter @CloverHealth and their tech subsidiary @counterparthlth. Clover spent years doing what other insurers could not or had not done: building a cutting edge clinical AI tool meant to completely overhaul healthcare. Through years of training within their own Medicare Advantage business Clover Assistant was built from the ground up to shift healthcare towards value-based care proactively including: -guiding physicians in real time with AI support -lower medical cost ratios -closed care gaps -and much more" @RapallaInvests on X 2025-07-13 03:04:25 UTC XXX followers, XXX engagements
"@Aleksdema99 @_AlbertAlan Youre more than welcome to keep scrolling if something bothers you Aleks better yet if you have a good counter argument to his post please supply it I am interested in reading your bull thesis -a curious investor 😁" @RapallaInvests on X 2025-07-20 17:38:32 UTC XXX followers, XX engagements
"If Counterpart partners with providers nationwide we can expect to see this position open up in various major markets and use that as indicator to see where they may be expanding to before a PR is ever released" @RapallaInvests on X 2025-07-08 17:24:25 UTC XXX followers, XXX engagements
"One would think that @counterparthlth is working with $HUM CenterWell Care Centers @centerwellhh Home Care and their Pharmacy division to start. @Humana currently has XXX CenterWell & Conviva primary care centers and is planning on adding 2030 new centers per year. Roughly 1.2M patients are under HUM Home care and Care centers management. Thanks @J_Pugh_13 for the info. cc: @berthacoombs @andrewtoy @VivekGaripalli @kevinholub @sventured @CloverHealth $CLOV @Tong_Thoughts" @RapallaInvests on X 2025-07-14 16:37:10 UTC XXX followers, XXX engagements
"@VivekGaripalli Im excited for the announcement of @CloverHealth @counterparthlths first national player SaaS contract Is it $HUM @Humana Vivek $CLOV 😊" @RapallaInvests on X 2025-06-19 18:17:40 UTC XXX followers, XXX engagements
"Seeing a lot of $OPEN holders mad at $CLOV holders and calling CLOV a scam. Lets stop the projection and put the data out there: I asked ChatGPT to give me an unbiased opinion on which company is a better buy factoring in innovation financials and sentiment. Ill let you be the one who decides which is a better buy. Shouldnt take a rocket scientist (or a software engineer) to figure it out" @RapallaInvests on X 2025-07-17 23:42:23 UTC XXX followers, 2486 engagements
"2 quarters in a row something big coming 🤓 @andrewtoy @VivekGaripalli @sventured $CLOV" @RapallaInvests on X 2025-07-08 21:02:32 UTC XXX followers, XXX engagements
"Still not enough for me unfortunately. The moat with AI & data at $CLOV is too great to compare to. I feel like $OSCR was picked up as a Wall Street darling after it turned net income positive/because of the Kushner connection. It is a buy but I dont see the same rate of return X years from now as Clover" @RapallaInvests on X 2025-07-20 02:50:28 UTC XXX followers, XXX engagements
"@LTG_Veers One of them is a soon to be profitable industry disruptor. The other is $OPEN" @RapallaInvests on X 2025-07-18 02:05:46 UTC XXX followers, XX engagements
"@28Hctsan @JGPitts @Atlasx100 Housing is cyclical. It goes expansion - peak - contraction (correction) - recovery. We are currently at peak and nearing contraction. Affordability is very low inventory is rising demand is falling. Its only a matter of when not if" @RapallaInvests on X 2025-07-20 17:14:16 UTC XXX followers, XX engagements
"@KBull_AFG @_AlbertAlan You claim $CLOV is a scam yet there is a proven link to Humana Molina Duke University and more. Are they getting scammed too Or did you just not do your DD" @RapallaInvests on X 2025-07-17 23:32:26 UTC XXX followers, XXX engagements
"Previously before the leak of the subdomains I posted about Humana having a plethora of Actuary openings for VBC and how this tied into them being connected to @counterparthlth @CloverHealth Somewhere along the way @Market_Kap discovered a very odd set of coincidences that tie $CLOV to $BCBS in Minnesota implying that Counterpart may be establishing a foothold within that network. Job postings for the actuary position in value-based care preceded our discovery of the $HUM $CLOV connection so I asked ChatGPT to compare the job descriptions and tell me if they align. Ill let you be the decider." @RapallaInvests on X 2025-07-19 02:23:34 UTC XXX followers, 2012 engagements
"You can have the greatest idea in the world and it can fill if people aren't in the trenches helping it along. We are reaching an inflection point for @CloverHealth @counterparthlth very soon. $CLOV" @RapallaInvests on X 2025-07-08 17:24:26 UTC XXX followers, XXX engagements
"@PeteHobley78844 @Humana @counterparthlth Just in time for $HUM earnings on the 30th" @RapallaInvests on X 2025-07-14 16:54:31 UTC XXX followers, XXX engagements
"@LTG_Veers If you have solid belief in the company - by all means invest there. I just dont personally see it holding a candle here. Not a huge fan of the meme stuff Im seeing over there lately" @RapallaInvests on X 2025-07-18 02:06:27 UTC XXX followers, XXX engagements
"Chamath - do you ever reflect on your sale of $CLOV @CloverHealth stock and wish you hadnt exited the way you did Looking at what they are planning to do in the near future it appears you lacked the patience and conviction (unlike MANY retail who put everything they had in all true way to .60). Majority of your SPACs were a failure - why do you refuse to acknowledge it exists Look at what theyre aiming to do. For someone so keen on investing you seem to be missing the opportunity of a lifetime in front of you" @RapallaInvests on X 2025-07-09 17:20:45 UTC XXX followers, 22.5K engagements
"Excellent work. Probably the pinnacle of $CLOV DD available online as of right now" @RapallaInvests on X 2025-07-07 23:43:17 UTC XXX followers, 1227 engagements
"Why the $MOH subdomain found for @counterparthlth may be more immediately relevant thank you think (join me for a tin foil hat moment): Thomas Tran (from Molina) joining our board XX months ago was the start of our relationship/signing with Molina. The deal was inked in 2024 and has been built/possibly even integrated since then fully. Executives send other executives in tech deals all the time when partnering. We know from a phone call that was made to an insurance broker that Molina had some sort of connection to CLOV when he made that call which was many months ago. They were already" @RapallaInvests on X 2025-07-15 15:13:45 UTC XXX followers, 1295 engagements
"The bottom line: Pharmacy expansion across America is inevitable for @CloverHealth $CLOV. The expansion will provide a rich new pipeline of revenue for Clover's SaaS business a plethora of data to train and enhance the tech and care accountability from doctor - patient - pharmacist and everywhere in between" @RapallaInvests on X 2025-07-09 15:27:53 UTC XXX followers, XXX engagements
"Its almost as if someone saw the writing on the wall years ago and proactively created a tech enabled AI solution to it. Wonder what company that could be $CLOV @CloverHealth" @RapallaInvests on X 2025-07-10 18:16:07 UTC XXX followers, 2749 engagements
"Humana once tried to build its own care guidance platform: Author by Humana. It promised concierge-style service care navigation and simplified provider interactions (sound familiar) But by 2022 the brand quietly disappeared. Why And what may be replacing it $CLOV $HUM" @RapallaInvests on X 2025-07-13 03:04:24 UTC XXX followers, 1094 engagements
"New job opening for @CloverHealth $CLOV today: Associate Provider Relations and Contracting in New Jersey. Let's dissect it a bit. $CLOV" @RapallaInvests on X 2025-07-08 17:24:23 UTC XXX followers, 1154 engagements
"Credit to TonyO9O7 on stocktwits for this huge find. @molinahealth subdomain found amongst the ones we already knew about. That means links to TWO national players. Peter meant what he said. The SaaS snowball is about to turn into an avalanche. $CLOV $HUM $MOH" @RapallaInvests on X 2025-07-13 18:01:37 UTC XXX followers, 1309 engagements
"Sorry but no I greatly disagree. 1) Counterpart Assistant as an asset is built for scale much better than $OPEN is. A pure SaaS player $CLOV will have a much easier time entering spaces nationwide contrary to an asset-heavy business like OPEN. 2) @CloverHealth @counterparthlth is targeting a 4T dollar market double the size of the 2T real estate market you just cited. 3) There is already sizeable evidence that Clover/Counterpart IS scaling faster than OPEN. Check my recent tweets for proof. 4) Housing is cyclical and moves in waves. That market is volatile and prone to caving in like we've" @RapallaInvests on X 2025-07-17 18:25:02 UTC XXX followers, 2657 engagements
"Just a matter of when. 😁 $HUM $MOH $CLOV $ELV $UNH $CVS" @RapallaInvests on X 2025-07-13 20:12:48 UTC XXX followers, XXX engagements