Oct. 24 at 8:32 PM
$TDOC with this preliminary er release + leaving of hated CFO gives me
$AMZN buyout vibes 🤔
such a buyout would happen at multiplier, could be 4x 8x 12x just to keep the legal boundaries within their fiduciary duty.
Their massive user base, deep integration in healthcare and gigantic opportunity in AI
$NVDA $AMD makes it extremely tempting for the big dogs I guess