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@simpleswingman Avatar @simpleswingman Spike

Spike posts on X about $oscr, oscr, aca, $cnc the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXX #

Followers Line Chart

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX%

Social topic influence $oscr #91, oscr #15, aca #58, $cnc 18.18%, $elv 13.64%, $moh #19, marketplace 13.64%, $unh 9.09%, cash flow 9.09%, cvs XXXX%

Top accounts mentioned or mentioned by @gohjuncong @thetechinvest @himshouse @terence03988493

Top assets mentioned Oscar Health, Inc. (OSCR) Centene Corp (CNC) Elevance Health Inc (ELV) Molina Healthcare, Inc. (MOH) UnitedHealth Group (UNH) CVS Health Corp (CVS) Microsoft Corp. (MSFT) Humana Inc (HUM) Eli Lilly and Company (LLY) Novara Calcio Fan Token (NOV)

Top Social Posts #

Top posts by engagements in the last XX hours

"With ACA risk pool reset CVS exits $CNC and $ELV need significantly hiking premiums I think $OSCR could end up doing much better in 2026 both membership and revenue. Great company is made through tough times"
@simpleswingman Avatar @simpleswingman on X 2025-07-19 00:05:48 UTC XXX followers, 1275 engagements

"$ELV earning call highlited ER use is one of reasons caused high cost. I had a family member used ER earlier this year and had to stay overnight for observation. Nothing wrong was found. The bill was $145k with $8k out of pocket. Unbelievable"
@simpleswingman Avatar @simpleswingman on X 2025-07-17 18:44:27 UTC XXX followers, 1015 engagements

"Glanced through $MOH earning. The Q2 vs Q1 ACA membership increased X% segment revenue increased 20%. MCR jumped from XX% to 85%. $MOH predicted full year MCR XX% for ACA. $OSCR predicted XXXX% in the same ball park. In short ACA enrollment strong also more utilization"
@simpleswingman Avatar @simpleswingman on X 2025-07-23 21:07:39 UTC XXX followers, XXX engagements

"I like to use cash flow/employee to gauge efficiency of a company. The number for $OSCR is $508k/employee right up there close to elite large tech. For reference the number for $MSFT is $570k. The number for $UNH is $71k/person. $OSCR is an efficiently run technology company"
@simpleswingman Avatar @simpleswingman on X 2025-07-20 21:34:32 UTC XXX followers, 7235 engagements

"Looking into $OSCR preannouncement in order to generate $230m operating loss they actually true up a ton based on the risk score. Assuming Q2 premium is the same as Q1 they assumed MSL XX% for Q2. And they kept MSL for Q3 and Q4 at 87%. Q1 to Q2 real MSL shouldnt jump 16%"
@simpleswingman Avatar @simpleswingman on X 2025-07-22 19:00:50 UTC XXX followers, XXX engagements

"@TheTechInvest MSL is very seasonal for OSCR lowest in Q1 and highest in Q4. The reason of seasonality is high deductibles. MSL needs use annual number. For $OSCR it is XXXX% and XXXX% for XX and XX. XX% is its long term target"
@simpleswingman Avatar @simpleswingman on X 2025-07-20 17:34:25 UTC XXX followers, XXX engagements

"Maintaining stable gross margin while achieving XX% membership increases from XX to XX says a lot about $OSCR in lieu of recent $CNC debacle. Its about disciplined pricing. Actually OSCR had significant membership reduction in several states like CA dropped from 50k to 10k"
@simpleswingman Avatar @simpleswingman on X 2025-07-19 21:10:58 UTC XXX followers, XXX engagements

"I believe ACA marketplace will grow over time. Giving individuals choices and responsibilities for their own health insurance are the way to go to bent healthcare cost curve. Just like most companies today opt for 401k instead of traditional pension plans. It makes sense. $OSCR"
@simpleswingman Avatar @simpleswingman on X 2025-07-19 18:26:51 UTC XXX followers, 1347 engagements

"Interesting Company Estimated ACA Premium PMPM OSCR (Oscar) $XXX CVS/Aetna $582$647 (range from filings & reviews) UNH $590$621 (broad market average) CNC (Centene) $XXX (segment average) MOH (Molina) $XXX (segment averag And $OSCR had lower MLR than everyone else"
@simpleswingman Avatar @simpleswingman on X 2025-07-11 19:27:22 UTC XXX followers, XXX engagements

"TTM operating cash flow per employee comparison for health insurers: $OSCR $508k $UNH $71k $ELV $62k $HUM $43k $CNC $35k $MOH $34k. OSCR per employee cash flow generation is a magnitude higher than everybody else. That is beauty of tech $OSCR scales up much more profitably"
@simpleswingman Avatar @simpleswingman on X 2025-07-20 23:46:37 UTC XXX followers, 2838 engagements

"After sifting through Q1 filing I think likely that $CNC mis priced the risk and added 1.9million new members in the ACA marketplace (much better gross margin than its Medicaid business). They panicked and withdrew the guidance created the whole. CEO is young with X year tenure"
@simpleswingman Avatar @simpleswingman on X 2025-07-18 22:08:22 UTC XXX followers, 1885 engagements

"Operating cash flow is my favorite profitability indicator. S&P500 long run average P/CF is XX. $OSCR is traded at P/CF TTM XXXX and FWD XXXX. It is dirt cheap. $OSCR will be $XX if trade at P/CF of XX which is still relatively cheap. Only thing we need is change of sentiment"
@simpleswingman Avatar @simpleswingman on X 2025-07-20 15:34:13 UTC XXX followers, 1447 engagements

"@himshouse If this is the case dont you think $NOV and $LLY should be down big today"
@simpleswingman Avatar @simpleswingman on X 2025-07-24 00:43:40 UTC XXX followers, XXX engagements

"The question is: will $OSCR shine and differentiate itself from the others I think it is 50-50 for the next earning report. However given the track record of its CEO its superior technology it will differentiate itself from the rest in a year or so. It is a hi tech company"
@simpleswingman Avatar @simpleswingman on X 2025-07-19 15:33:42 UTC XXX followers, 1103 engagements

"$OSCR $MOH I wonder what is behind Q to Q ACA marketplace expansion in the middle of the year Enrollment from new small business $OSCR website also shows XX job openings. ACA marketplace can expand next year with more ICHRA adoption. That will be big tailwind for $OSCR"
@simpleswingman Avatar @simpleswingman on X 2025-07-23 21:35:06 UTC XXX followers, 1098 engagements