$Teladoc Health(TDOC)$ $TDOC — we were not wrong, just early. Reason for recent is last time Livongo MAUs were this strong, the stock was $15+. Today it’s $8.5 even as BofA just reported Livongo usage +55% y/y, the biggest jump since Jan ’25 . Livongo is the SaaS backbone of Teladoc recurring, insurance-based growth , while BetterHelp dragged the stock down. Once we get past this government sh