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@MacroHint
"๐ Humanas CenterWell is stepping in to acquire The Villages Health out of Chapter XX a bold vertical move into the Florida senior care market. Smart strategy or loaded with Medicare compliance risk Dive in ๐ #Humana #MedicareAdvantage #HealthcareMergers #SeniorCare #HealthcareStrategy" @MacroHint on X 2025-07-24 19:35:34 UTC XXX followers, XX engagements
"Two stocks. One macro setup. X Brinker Intl (NYSE: $EAT) โ
XX% traffic surge at Chilis โ
Inflation-smart value-focused dining โ
Big upside as rates fall ๐ X Amentum (NYSE: $AMTM) โ
Post-spin gov contractor โ
Cost-plus contracts = inflation armor โ
High leverage = rate-cut rocket fuel ๐ Built for the Feds pivot. Priced for mispricing. #Investing #RateCuts #StockMarket #MacroStrategy #FederalReserve #ValueStocks #Fintwit" @MacroHint on X 2025-07-15 13:35:16 UTC XXX followers, XXX engagements
"Elevance Health just took its medicine now guiding 2025 EPS to $XX. ๐ ACA & Medicaid costs are dragging ๐ค Carelon still growing strong ๐ This is margin repair not expansion Read the full breakdown here #Elevance #ELV #ACA #Medicaid #EPScut #HealthStocks #ManagedCare #MacroHint #EarningsSeason #HealthcareInvesting #trump" @MacroHint on X 2025-07-17 15:57:41 UTC XXX followers, XX engagements
"Capital One (NYSE: COF) just bought Discover in a $35B all-stock megadeal. Now its the #1 credit card issuer in the U.S.and finally owns its own payment rails. With rate cuts looming this could be the most underappreciated bank stock for 2025. ๐ Read more: #Stocks #Investing #BankStocks #CapitalOne $COF $DFS $V $MA" @MacroHint on X 2025-07-23 20:08:19 UTC XXX followers, XX engagements
"๐ Dover (DOV) is built for a rate-cut world. โ Cyclical boom ahead โ Cleanenergy & infrastructure plays โ 65+ years of dividend growth Discover why this quiet industrial powerhouse could be one of the best plays of 2025: ๐" @MacroHint on X 2025-07-22 23:06:58 UTC XXX followers, XX engagements
"CVS is sitting on a goldmineand trading like a drugstore. A split into HealthCo + RetailCo could unlock +80110% upside in value. Break up the bloat. Unlock the billions.๐ #CVS #StockMarket #HealthcareStocks #SpinOffs #ValueInvesting #ShareholderValue #ActivistInvesting #PBM #MedicareAdvantage #RetailPharmacy" @MacroHint on X 2025-07-15 13:11:40 UTC XXX followers, XX engagements
"๐จ New on MacroHint: UnitedHealth (UNH) hits a 5-year low amid Medicare fraud probe buying opp or giant red flag ๐ Becton Dickinson (BDX) offloads Life Sciences in a $17.5B deal tariff-insulated and rate-cut ready ๐ Is Burger King a money-laundering front (Just kidding unless) ๐ #UNH #BDX #BurgerKing #QSR #investing #healthcare #Fed #tariffs #macroeconomics #Finance" @MacroHint on X 2025-07-22 16:51:31 UTC XXX followers, XXX engagements
"3 stories. X angles. All signal no fluff. ๐ฉบ Why UnitedHealths Amedisys deal isnt dead yet ๐งฌ The under-the-radar medtech stock Maverick Capital just bought ๐จ And the most colorful tech IPO of 2025: Figma ($FIG)๐ Dive in:" @MacroHint on X 2025-07-22 22:57:34 UTC XXX followers, XXX engagements
"Chipotles burritos went flat. Molinas margins went missing. Tesla Still chasing the robotaxi dream. What just happened with $CMG $MOH and $TSLA and why it matters.๐ #stocks #earnings #Tesla #Chipotle #Molina #investing #Q22025 #stockmarket #CMG #MOH #TSLA" @MacroHint on X 2025-07-24 15:12:21 UTC XXX followers, XXX engagements
"๐จ Jim Chanos just called legacy data center REITs one of the worst business models ever. Hes short $EQIX $DLR $IBM and $CVNA in 2025and he's not mincing words. AI hype Hes betting it hurts the landlords. Heres why: ๐ #JimChanos #ShortSelling #AI #DataCenters #Equinix #DigitalRealty #Carvana #IBM #Investing #MacroHint" @MacroHint on X 2025-07-25 21:36:36 UTC XXX followers, XX engagements
"๐จ Fintech fans meet the app that gives you $XXX and asks for a tip. Dave (NASDAQ: $DAVE) isnt a payday lenderits a neobank with a business model built on trust tips and tiny fees. ๐ #Fintech #Neobank #DaveApp #CashAdvance #Stocks #MacroHint #PersonalFinance #FintechDisruption #Investing" @MacroHint on X 2025-07-25 18:25:46 UTC XXX followers, XX engagements
"๐จ Centene just nuked $20B40% stock plunge after mispriced $1.8B in ACA risk and Medicaid costs explode. But while investors burned execs flew off to ski in Aspen. ๐ Shareholders deserve accountabilitynot hot cocoa at 8K ft. Read more ๐ #Centene #CNC #StockCrash #Healthcare #ACArisk #Medicaid #ExecutiveAccountability #Aspen" @MacroHint on X 2025-07-22 15:06:25 UTC XXX followers, XX engagements
"๐ No debt. ๐ Pure SaaS. ๐ Tariff-proof. ๐ Macro tailwinds ahead. Docusign (DOCU) isnt just digital paperworkits a quietly powerful inflation-resilient stock set to thrive as rates fall. Full breakdown: #DOCU #TechStocks #MacroInvesting #SaaS #DebtFree #RateCuts #InflationHedge #TariffProof #DigitalTransformation" @MacroHint on X 2025-07-18 20:30:37 UTC XXX followers, XX engagements
"Four stocks. Four stories. One MacroHint thread you dont want to miss ๐งต Hershey ($HSY): The new CEO is fine. And thats the exact problem. ๐ซ Vail Resorts ($MTN): From chairlift king to slushy messhow the ski giant lost its edge. ๐ฟ Caesars ($CZR): Betting big on rate cuts digital gambling and a comeback. ๐ฐ Chewy ($CHWY): Not just pet supplies. Think Amazon but for paws. ๐พ Macro meets money. ๐ #StockMarket #Investing #FinanceTwitter #EarningsSeason #DividendStocks #GrowthStocks #StockAnalysis #EquityResearch #RetailInvesting #Fintwit #PetStocks #CasinoStocks #ConsumerStaples #SkiIndustry" @MacroHint on X 2025-07-25 16:48:31 UTC XXX followers, XX engagements