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@KrisPatel99
"Me explaining how $UNH cooperating with DOJ about billing fraud is a bullish sign. lol" @KrisPatel99 on X 2025-07-25 01:31:16 UTC 28.5K followers, 38.1K engagements
"@amitisinvesting Sub XXX is very possible" @KrisPatel99 on X 2025-07-24 04:42:16 UTC 28.5K followers, 10.4K engagements
"This is just sad. they're doing everything in their power to get Powell to resign. This is going to eventually be one those things we all look back on and shake our heads. Stay strong @federalreserve Powell. Don't let anyone bully you and the committee into doing something that doesn't make sense. Its one thing if the economy was struggling and inflation was tamed but right now is not that time" @KrisPatel99 on X 2025-07-25 05:54:45 UTC 28.5K followers, 17.7K engagements
"$BULL Ironic that they posted this today Then a few hours later raised $1B via a share issuance via their capital raise partner" @KrisPatel99 on X 2025-07-19 02:28:57 UTC 28.5K followers, 11.9K engagements
"Expectations will be tempered but I think the market is just looking for more certainty. A lack of guidance makes people project the worst. Which is good for the company in the short to medium term as it gives them an opportunity to drastically increase the share-buy back yield and reset expectations. Think of it like a giving a distance runner a much needed break to catch up with lower expectations. It happened with $META in 2022 and will happen again with $UNH. Easier targets = easier beats = easier value creation" @KrisPatel99 on X 2025-07-23 04:45:19 UTC 28.5K followers, 1457 engagements
"$UNH This highlights the pragmatic transparent approach at the top confident in its practices. If they're willing to fully cooperate with DOJ investigators it suggests there's likely nothing significant. Guilty parties don't willingly cooperate. The DOJ seeks high-profile cases. This issue ongoing since 2011 was already cleared once by a court-appointed special master. "If a cop follows you for XXX miles you're bound to get a ticket." $UNH might pay the fine to refocus on shareholder value under new leadership" @KrisPatel99 on X 2025-07-24 13:04:20 UTC 28.5K followers, 29.4K engagements
"$UNH $ELV $CNC $HUM $MOH Margin pressure cycles due to mispricing in the healthcare insurance industry are not new; history shows they are temporary and tend to correct in a few years time. This is where everyone needs to dig down deep and find the courage to stay invested and lean in. In three years these issues will likely be forgotten. Below is a list of years and companies that faced premium pricing challenges later corrected yielding returns for patient shareholders" @KrisPatel99 on X 2025-07-25 05:42:15 UTC 28.5K followers, 14.4K engagements
"Tesla will never go to the $XXX bros. Until Robotaxi starts generating meaningful revenue thats exactly where this puppy is headed. My buy signal will be @HolySmokas re-entry. Dude knows this company better than anyone I know. Hes also rational enough to understand when to expand and relax a thesis. He was in this thing way before anyone else that I know of" @KrisPatel99 on X 2025-07-24 00:57:50 UTC 28.5K followers, 108K engagements
"@RangarajSrikan1 So theyre doing what Waymo does in real time but does it some of the time with separate Lidar equipped cars cars" @KrisPatel99 on X 2025-07-24 07:00:58 UTC 28.5K followers, XXX engagements
"$UNHG just came out today. its 2x daily long $UNH. my reaction" @KrisPatel99 on X 2025-07-23 02:42:31 UTC 28.5K followers, 61K engagements
"$UNH Heres an idea Im not sure anyone is really talking about If youre a company with a lot of cash and short term investments on the balance sheet predictable cash flows and trading at below historically low PE ratios whats the best way to return value to shareholders long term Share repurchases if your stock is trading below XX PE youre better off buying back shares instead of stacking cash and generating interest income that yields 4%. If youre trading at WAY below XX PE and interest rates drop next year by 100bps-150bps that cash on the balance sheet will be used for a huge share purchase" @KrisPatel99 on X 2025-07-20 20:07:23 UTC 28.5K followers, 22.2K engagements
"How do I know housing is starting to cool Sellers agents are doing Amazon gift card raffles at open houses How about yall just lower the price to a reasonable amount instead" @KrisPatel99 on X 2025-07-25 14:16:37 UTC 28.5K followers, 11.3K engagements
"Shelter disinflation will be an obvious trend in hindsight. The Trump administration's net-negative migration policies low birth rates and retiring or dying boomers will lead to a decade-plus period of minimal home price appreciation varying by locality. This mirrors Japan's trend from 1991 onward" @KrisPatel99 on X 2025-07-27 07:51:48 UTC 28.5K followers, 14.7K engagements
"Is it wrong to say people need affordable homes not affordable interest rates Today on @amitisinvesting's stream I know I may have come across a bit heavy-handed in arguing against cutting rates too quickly but there was actually some logic behind it. The home price-to-median income ratio has now surpassed 2008 levels and much of that is likely due to the "lock-in effect" from sub-3% mortgage refinances during the COVID period. But now inventory is starting to rise. If interest rates were lowered too quickly we could see a surge of inventory hit the market all at once causing a sharp" @KrisPatel99 on X 2025-07-16 19:26:47 UTC 28.5K followers, 18.1K engagements
"@puedocambiarhoy Theyre too early to game to effectively evaluate their operating leverage strengths. The others are mature businesses with proven track records and predictable responses" @KrisPatel99 on X 2025-07-25 05:45:46 UTC 28.5K followers, XXX engagements
"I Dude I'm not invalidating your experience with the product at all. Its the business model that I'm looking at in the short term to medium term. I have no doubt the technology is awesome. Ive used Tesla FSD on a road test and it was mind blowing but based on the current trends people have not fully committed to it and the regulatory framework is still evolving around the level of data needed to operate safely. Waymo is winning that argument as they keep expanding. Tesla will expand as well but unlike Waymo who is only a tiny sliver of googles value Tesla's main business is this. Loving the" @KrisPatel99 on X 2025-07-24 07:18:06 UTC 28.5K followers, 10.8K engagements
"So far the Gold market hasn't sniffed out any inflation. Gold has been relatively flat since post liberation day. Its the same with long bond yields" @KrisPatel99 on X 2025-07-18 09:15:02 UTC 28.5K followers, 5340 engagements
"$UNH $MOH $ELV Sarah London CEO of $CNC is single handedly saving the health insurance sector right now on the earnings conference call. LFG" @KrisPatel99 on X 2025-07-25 12:47:02 UTC 28.5K followers, 151K engagements
"Wonder how much private equity is paying the Trump admin to allow for this bs so that they can unload their bags on retail. This is wrong" @KrisPatel99 on X 2025-07-16 01:47:23 UTC 28.5K followers, 13.3K engagements
"Just bought my first shares of $SBET All Twitter engagement revenue from now on will go into $SBET and other ETH plays PS. I bought this using $BULL account. Looks pretty nifty" @KrisPatel99 on X 2025-07-17 23:30:37 UTC 28.5K followers, 14K engagements
"$UNH $ELV $CNC $MOH Stop the presses. Private Equity is getting into the healthcare game to help improves everyones health yall This needs to stop ASAP" @KrisPatel99 on X 2025-07-22 03:47:16 UTC 28.5K followers, 8260 engagements
"I hope people understand that you make real money when others are panicked and sell things irrationally 2021: Cruiselines are dying they have too much debt and no one will cruise gain $CCL $RCL $NCLH 2022: big tech is dead $META $GOOGL $AMZN are dying 2023: regional banks are dead $KRE is finished $TFC $PNC 2024: Japanese yen carry trade will blow up the markets Sell everything 2025: US healthcare insurance businesses are dead Its all a fraud Sell everything $IHF $UNH" @KrisPatel99 on X 2025-07-20 22:11:09 UTC 28.5K followers, 34.2K engagements
"@amitisinvesting All i want to know is when were getting more bathwater" @KrisPatel99 on X 2025-07-24 03:59:55 UTC 28.5K followers, 11.1K engagements
"@matt_vanswol @SenWarren Why dont you show the whole thing that shows how much Insurance paid and what part you had to pay" @KrisPatel99 on X 2025-07-27 08:05:47 UTC 28.5K followers, XX engagements
"Once again US energy sector to the rescue. If it weren't for the US energy worker the Europeans would be at the mercy of the Russians and Middle east" @KrisPatel99 on X 2025-07-26 15:25:24 UTC 28.5K followers, 6758 engagements
"$VG This is positive for their long-term outlook. Recent underperformance may stem from declining forward spread prices likely leading to another guidance cut for 2025. While volume growth is strong exposure to spot prices complicates guidance. This is typical in the energy sector not a company fault. Long-term fixed contracts will generate stable revenue simplifying price target modeling. This will also clarify debt repayment impacts and interest costs from existing cash flows. Their rapid volume expansion will drive the long-term growth story and return potential but in the short term. its" @KrisPatel99 on X 2025-07-17 06:31:48 UTC 28.5K followers, 7195 engagements
"I thought LIDAR wasn't necessary to scale up Is this something that only needs to be done once or does it have to be done regularly to keep models up to date with the ever changing environment Can any $TSLA bulls explain this" @KrisPatel99 on X 2025-07-24 00:28:06 UTC 28.5K followers, 15.7K engagements
"$TSLA shareholders need to thank $GOOGL and @Waymo . They proved that Robotaxis can become a reality and the lit the fire under $TSLA to get the ball rolling. Elon spoke a lot about Robo taxi but it wasnt until @Waymo proved out the concept that $TSLA really started accelerating. X years from now I have no doubt robotaxis will be as ubiquitous as Ubers ate today" @KrisPatel99 on X 2025-07-24 00:04:47 UTC 28.5K followers, 10.3K engagements
"In 2006 I wrote a lengthy post on our listserv about the wild housing market trends. My peers mostly pre-med teens and early 20s werent interested which was understandable. I knew little about Mortgage-Backed Securities credit default swaps or topics from The Big Short. I just noticed family and friends despite financial struggles buying homes in upscale areas at exorbitant prices. The frenzy was evident. My parents considered buying but avoided the teaser rate trap many fell into. Two years later the Global Financial Crisis hit. This taught me to rely less on CNBC and observe my" @KrisPatel99 on X 2025-07-28 04:53:07 UTC 28.5K followers, 4792 engagements
"Wouldnt this cannibalize existing Model X and Y sales with a lower margin platform What part of this is suppose to be bullish" @KrisPatel99 on X 2025-07-24 06:31:45 UTC 28.5K followers, 10.3K engagements
"The market tragedy is that if SBF hadn't been caught he would have been one of the biggest winners of 2024 and 2025. Robinhood bought back XX million shares from SBF via the DOJ for $605M. That stake would be worth $5.6B today" @KrisPatel99 on X 2025-07-17 06:57:02 UTC 28.5K followers, 8611 engagements
"$SBET . Might start a fun speculative position" @KrisPatel99 on X 2025-07-17 23:18:25 UTC 28.5K followers, 11.5K engagements
"$PLTR My dude is talking about Palantir "ImmigrationOS"" @KrisPatel99 on X 2025-07-24 05:44:15 UTC 28.5K followers, 7390 engagements