$MDRX Outstanding article that hits the mark on MDRX's current state. So if you want to refresh your MDRX insights or learn about MDRX from scratch, this is a must read. https://everyticker.com/quote/MDRX/analysis/veradigm-s-turnaround-test-can-a-tarnished-healthcare-network-play-deliver-on-its-promise-nasdaq-mdrx
$MDRX
Veradigm today announced the appointment of Christian Greyenbuhl as Chief Financial Officer of the Company, effective on the later of May 11, 2026 and the first business day after Veradigm files its Annual Report on Form 10-K for its 2023 and 2024 fiscal years, or as otherwise agreed.
Some SEC 10K filing movement, finally.
$MDRX
Two Seas Capital, led by Sina Toussi, suddenly own 6.9 %
They are an event-driven special situations fund. They don't invest in companies because they like the software or even the outlook.
They invest because they believe the regulatory discount has been applied too heavily.
$HCTI Important cap table update after digging into this
A new Schedule 13G just hit showing that Streeterville / John Fife / East West Capital / Global Investors now own zero HCTI shares. (Dickheads)
For anyone newer to small caps: these groups are historically known for toxic convertibles that create constant selling pressure. The filing explicitly shows:
0 voting power
0 dispositive power
0 beneficial ownership
Meaning: they have fully exited the stock.
This doesn’t change fundamentals overnight, but it does mean the old overhang is gone — no hidden block waiting to sell into every rally. Cleaner cap table, better optics heading into any future financing or integrations.
Not a pump… just clarity.
Sometimes removing a drag is as important as adding a catalyst.
$HCTI $CMND $MDRX $AI https://www.sec.gov/Archives/edgar/data/1839285/000205957825000008/xslSCHEDULE_13G_X01/primary_doc.xml
$HCTI 🔥 $HCTI just leveled up its entire platform strategy.
The company isn’t partnering with Ezovion like others do — it owns the HIS/EMR + AI engine outright. That means full control of:
• hospital ops platform
• AI automation (Readabl.ai)
• CloudEz/DataEz data pipeline
• NEW payment-gateway revenue coming
• Cross-sell across 100+ hospital sites
This goes way beyond analytics add-ons you see at $MDRX, $GEHC, or even SaaS players like $VEEV — HCTI now has the whole stack: data → AI → automation → billing.
Undervalued, early, and in a sector that spends more during downturns to optimize margins.
$HCTI 💡+ Blockchain = Trust Infrastructure for Healthcare
Healthcare is moving fast toward verifiable, auditable, secure data exchange, and blockchain isn’t a buzzword anymore — it’s becoming infrastructure. (See the LinkedIn thread on blockchain securing healthcare 🧠🔗)
Here’s why $HCTI is perfectly positioned:
🚀 Secure Data Pipelines Meet Blockchain Principles
• tamper-proof audit trails
• identity + consent management
• verified record provenance
• seamless interoperability across EHR + cloud systems
🏥 Hospitals spend more during economic pressure on systems that reduce risk, improve compliance, and unlock AI safely. That’s HCTI’s lane.
📈 Healthcare’s “trust tech” wave is coming, and $HCTI sits at the intersection of AI + cloud + secure data architecture.
Compare to moves in:
🔹 $MDRX (EHR interoperability)
🔹 $ONEM (care-delivery data integration)
🔹 $VRTX (advanced biotech & digital infrastructure alignment)
HCTI looks early. Undervalued.
$HCTI at $2.09 — flirting with lows, but signals flash oversold and a daily golden cross just locked in. 👀
Spec bull case (DYOR):
• Multiple gap: Still pricing <1× EV/S on ~$12–14M rev while Health-IT micros often trade ~2–3.5×. Even a plain re-rate = room above $2S.
• Catalyst lane: Shareholder actions/S-3 cleanup could ease the $3 overhang; any progress on HIS/SaaS integration + ARR mix (CloudEz/DataEz/Readabl.ai) can nudge the multiple.
• Downside asymmetry: Near ATL with improving technicals = defined risk, outsized upside if fundamentals/flows line up.
Context tickers (not comps, just the theme): $MDRX (provider IT), $PLTR (AI ops in regulated spaces), $SNOW (health data cloud rails).
Not advice—just the setup. 🧩📈
$BTC.X just lost the $100K psyc level and sits near 95k. Cool chart… but I’m parking attention in real operating progress: $HCTI.
Why?
• Undervalued: By my math, HCTI trades sub-1× EV/Sales on ~$12–14M rev, while health-IT micros often fetch ~2–3.5×. That’s a big gap for a cloud → data → AI stack (CloudEz / DataEz / Readabl.ai).
• Resilient end-market: Hospitals must cut costs + boost throughput in tough tapes—exactly what HCTI sells.
• Upcoming cleanups: Shareholder/filing steps + potential $3 warrant cash can extend runway and simplify the cap table—fuel for an execution-led re-rate.
If you want “progress over pixels,” compare multiples and pipelines.
Tags: $HCTI $BTC.X $MDRX $GEHC
(Not advice—do your own DD.)
$HCTI holding the line at ~$2.19 on a market bloodbath day like an ER triage nurse: calm, caffeinated, and still checking vitals. 🩺😂
Why I’m smirking:
• Valuation: Sub-1× EV/S on ~$12–14M rev while health-IT peers often fetch ~2–3.5×. You’re basically paying “contractor” prices for a cloud→data→AI stack (CloudEz / DataEz / Readabl.ai).
• Setups: Stockholder call + filing cleanup could tidy the cap table; warrant path = potential runway boost right when hospitals are hunting efficiency.
Context tags (not comps, just the theme): $MDRX, $GEHC, $VEEV
Bad tape, good patients: hospitals still need margin ops and data plumbing. If you like efficiency plays, this one’s still in the waiting room—pager on. Not advice. 🚑📈
$HCTI @ ~$2.23 — Undervalued on a red tape + earnings day
Why I still like the setup:
• Multiple gap: On ~$12–14M rev, HCTI screens sub-1× EV/Sales (≈0.7–0.8× by my math) while Health-IT peers often fetch ~2–3.5×. You’re paying “services” multiples for a cloud → data → AI stack (CloudEz / DataEz / Readabl.ai).
• Downturn tailwind: In tougher economies, hospitals must optimize—automation, coding accuracy, data interoperability, and cost analytics get prioritized to protect margins. That’s exactly HCTI’s lane.
• Path to re-rate: Clean up the cap table (S-3/warrants), show ARR & margin traction, integrate the HIS/SaaS asset → a move toward even 2.0–2.75× EV/S implies materially higher equity value vs today.
For context: premium vertical SaaS like $VEEV, digitized care ops like $GEHC, and provider IT names like $MDRX highlight what the market pays for efficiency. HCTI’s the sleeper version.
(Not advice. DYOR.)
$HCTI TI Shareholder Call — What I’m Listening For 👇
Revenue & margin mix. Are we still tracking ~$12–14M rev and improving gross margin as cloud→data→AI (CloudEz / DataEz / Readabl.AI) grows vs legacy services?
Pipeline/logos. New hospital wins, renewals, or partner co-sells (AWS/Azure) that expand the 100+ site footprint.
LOI/HIS SaaS update. Timing, go-to-market, and how the front-end CX/agent layer plugs into the platform.
Cap table cleanup. Status of S-3, stockholder approvals, and the path for $3.X warrants (potential ~$4.X.3M cash runway boost).
Profitability path. OpEx discipline, cash burn, and any KPI targets (ARR, backlog, net retention).
Why it matters: HCTI still screens sub-1× EV/Sales vs Health-IT peers at ~2–3.5×. Execution + clarity can force a re-rate.
Context tickers: $MDRX $GEHC $VEEV (bigger names riding the same hospital digitization wave). Not advice.
It looks like Oracle Cerner $ORCL is taking over Veradigm $MDRX from the inside with the new CEO. chief innovation officer and now the HR lead coming out of that direction.
