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![_AlbertAlan Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::936831203872718849.png) Albert Alan [@_AlbertAlan](/creator/twitter/_AlbertAlan) on x 2347 followers
Created: 2025-07-05 17:34:15 UTC

Dear $HUM and $CLOV Investors

Everyone's ignoring healthcare stocks right now. But quietly, something big is brewing.

This slide from Humana’s investor deck says it all:

They're moving from tactical cost-cutting to full-blown tech-enabled transformation starting 2027.

And here’s where it gets interesting...

X user @RapallaInvests uncovered a Humana production subdomain tied to Counterpart Health — a subsidiary of Clover Health. That’s not trivial.

This points to active collaboration between Humana and Clover Health/Counterpart — possibly involving AI infrastructure that’s already being deployed.

Meanwhile, Humana states their adjusted operating expenses will grow at less than half the rate of revenue through 2028.

Translation?
They’re automating. Standardizing. Scaling with AI. Quietly stepping into the 4th industrial revolution.

All while the market still treats them like a legacy player.
Medicare Advantage leadership. AI-driven cost structure. Undervalued stock.

The market hasn't caught up. But when it does, Humana won’t look cheap anymore.

![](https://pbs.twimg.com/media/GvHF_jFWAAAwWMe.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941551208596148683/c:line.svg)

**Related Topics**
[clov](/topic/clov)
[hum](/topic/hum)
[investment](/topic/investment)
[stocks](/topic/stocks)
[coins healthcare](/topic/coins-healthcare)
[$clov](/topic/$clov)
[$hum](/topic/$hum)
[humana inc](/topic/humana-inc)

[Post Link](https://x.com/_AlbertAlan/status/1941551208596148683)