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@TraderNorway "The only "thesis" that is valid here is if they are succesful with their foundry. The rest CPUs and GPU are against strong competition. Nvidia $NVDA are soon ready with their ARM which will further steal market share from $INTC CPU business. Intel cannot compete with GPUs and their CPU have a pretty bad reputation now compared to $AMD. Its going to be a steep hill to climb up"
@TraderNorway on X 2025-07-25 20:37:29 UTC XXX followers, XXX engagements

"@SayNoToTrading $CNC TD Cowen analyst Ryan Langston downgrades $Centene to a hold rating and adjusts the target price from $XX to $33"
@TraderNorway on X 2025-07-25 20:40:06 UTC XXX followers, XXX engagements

"$OSCR $CNC $UNH $ELV Strange. Who gave the clear from Wall Street Are there any politics changes coming they got the whiff of"
@TraderNorway on X 2025-07-22 19:39:24 UTC XXX followers, 1270 engagements

"$CNC wow congrats those who added premarket I guess 🤪"
@TraderNorway on X 2025-07-25 12:23:26 UTC XXX followers, XXX engagements

"$CNC Come on you dirty cow. More down than $UNH despite having no DOJ investigation and earnings tomorrow. Shorts are working on high gear right now. Lets see if its shorts who will be forced to cover in droves tomorrow or if we go down some on earnings. I like the odds"
@TraderNorway on X 2025-07-24 14:20:05 UTC XXX followers, XXX engagements

"$CNC This is one of the trades where you get one positive change to politics regarding Healthcare and you missed the boat. $OSCR $UNH"
@TraderNorway on X 2025-07-25 15:04:59 UTC XXX followers, XXX engagements

"$ELV is only down X% after missing earnings and cutting guidance for 2025. While $CNC and $UNH got slashed 50%. Explain that one"
@TraderNorway on X 2025-07-17 11:52:12 UTC XXX followers, 9739 engagements

"@SayNoToTrading $CNC Joanna Gajuk from Bank of America downgraded the company's stock to Underperform from Neutral reducing the price objective to $XX from $XX per share"
@TraderNorway on X 2025-07-25 20:41:50 UTC XXX followers, XXX engagements

"@Centene $CNC Let us have a moment of silence for those who sold premarket 😠"
@TraderNorway on X 2025-07-25 12:37:29 UTC XXX followers, XXX engagements

"Legit question if tjhey only cover healthcare which was caught by surprise by the BBB. I dont know how they calculate return rate though. But this isnt just Michael Ha but is how most of analysts look like. Only a few from Morgan Stanley and big firms like that have decent ratings. But even they miss a lot and is far from 60-100% return rates"
@TraderNorway on X 2025-07-25 20:20:30 UTC XXX followers, XXX engagements

"@VikramRajvanshy @TheRonnieVShow I like how you would blame $CNC if earnings are bad but you would not give credit to $CNC if earnings are good and $OSCR pump"
@TraderNorway on X 2025-07-24 21:04:00 UTC XXX followers, XXX engagements

"$UNH dragged everyone down with DOJ news. Plus $MOH dropped a little over earnings. Lets see how $CNC close the day before earnings. Can we see over $30"
@TraderNorway on X 2025-07-24 13:42:03 UTC XXX followers, XXX engagements

"$CNC $UNH $OSCR $ELV Here is an updated chart based on how much revenue each company makes and its current valuation on the market. As you can see the Medicaid losses over the BBB is overblown and Centene is CLEARLY the most undervalued of the bunch. I also include a chart which shows you each company cash on hand vs its debt. Food for thought for the weekend. Have a good day"
@TraderNorway on X 2025-07-19 13:56:57 UTC XXX followers, 9335 engagements

"$MOH had growth on premium services experienced less margins due to more usage of health services (same as $CNC came out and warned about due to people "spending their contract worth" before the Medicaid expiring for illegal immigrants etc). This is what brought down EPS a bit. But they had growth in revenue. The "spending" are all temporary since the ones who are not eligble for Medicaid are cut out. Which have already happened according to recent news which means more healthy people with valid contracts are now in place. Molina sticking to their revenue plans for premium and we did not get"
@TraderNorway on X 2025-07-23 20:58:10 UTC XXX followers, XXX engagements

"$CNC It does seem like many people wants to join on earnings this Friday and is loading up. I think I might buy on both strength and weakness on earnings. I guess yesterday pump after $MEDP earnings got peoples eyes open"
@TraderNorway on X 2025-07-23 15:16:20 UTC XXX followers, XXX engagements

"$CNC $UNH New deal between EU and US. Tariff pause extension between US and China. Might see Healthcare pump tomorrow. CNC could go over 30+ again 😎"
@TraderNorway on X 2025-07-27 17:51:30 UTC XXX followers, XXX engagements

"$CNC Very low shorting volume the last 2-3 days. Its algos pushing this down on the sector is my guess"
@TraderNorway on X 2025-07-24 15:53:54 UTC XXX followers, 1939 engagements

"$CNC Allright so folks this is the case for Centene tomorrow: We had three Q2 earnings so far in Healthcare $ELV Elevance Health July 17th: EPS miss. Revenue hit. XX% down the next day. Have since recovered 7%. $MEDP Medpace Holdings July 21th. EPS hit. Revenue hit. Stock soars XX% the next day. Have since come down X% but looking good for future. $MOH Molina Healthcare July 23rd. EPS miss. Revenue hit. Market isnt open yet but its down X% Premarket when this post is made. Could recover and go green since it was a pretty bullish message in the earning all in all. And believe it or not they"
@TraderNorway on X 2025-07-24 13:04:01 UTC XXX followers, 1776 engagements

"$CNC $MEDP Medpace announced Q2 results today. They beat earnings estimates EPS by XXX% ($3.1 vs $3.0) and is up whopping 50%. It shows the potential we have here. Another quite humorous matter is. MEDP Q2 XX $603M. CNC Q2 XX $36.4B. Both are now $14B companies. Yep. 😂"
@TraderNorway on X 2025-07-22 16:29:59 UTC XXX followers, 1151 engagements

"$CNC Currently sitting at $13B market cap and the company have $2.2B ready for buyback. Both $OSCR and $CNC have about X% loss today. Biggest loss is $MOH at XX% while $UNH at X% and $ELV at 5%. So this is def algos sector wide and losses follow the size of the company"
@TraderNorway on X 2025-07-24 17:12:16 UTC XXX followers, 1669 engagements

"$CNC Yikes. The company went from EPS $XXXX which was low in itself down to -$0.16 Revenue are there. They had a big growth on revenue. EPS are fixable they just need to reprise their customer. And that CEO Sarah London @Centene needs to perform or she needs to be fired"
@TraderNorway on X 2025-07-25 10:42:45 UTC XXX followers, 1860 engagements

"@TheMDRNObserver $CNC She may actually have illuminated to big institutional investors how the insurance industry plan to counter the reduced Medicaid volume and ACA subsidies risk. Which is bullish. The whole sector would have dumped hard if it wasnt for Sarah London"
@TraderNorway on X 2025-07-25 16:20:45 UTC XXX followers, XXX engagements

"@brent_e_trader One sick rugpull out of a sudden. I didnt even think $MOH earning and the way they described how they plan to counter it was so bad"
@TraderNorway on X 2025-07-24 18:56:28 UTC XXX followers, XXX engagements

"$CNC A reminder that Centene is currently worth $14B and Cigna $CI was in talks with acquiring the company back in 2022 when it was worth $50B. Cigna is currently partner with Centene in the pharmacy side estimated $35B in annual prescription spend. For now the shorts and heavy put action put a damper on a rebounce driven by Wall Street fear mongering and illogical analysts targets. This is when you invest based on logic and future events"
@TraderNorway on X 2025-07-21 10:59:39 UTC XXX followers, 2419 engagements

"$CNC Did you know that Cigna $CI wanted to buyout Centene back in 2022 Currently valued $80B. Wonder if they want to revisit those plans again now that they could probably get Centene for $30-35B"
@TraderNorway on X 2025-07-15 15:13:45 UTC XXX followers, XXX engagements

"@Ceyhantugrul13 Yep they even recirculated the same news on $UNH just for maximum damage. Zacks with their hit piece the day before $CNC earnings. Lets hope we get revenge tomorrow"
@TraderNorway on X 2025-07-24 15:27:20 UTC XXX followers, XXX engagements

"$CNC Pathetic. Wall Street pushing healthcare down. Literally yesterday we had huge influx in to Healthcare and they flip it like this Nah this is $TSLA horrible earnings plus DOJ investigation of $UNH dragging us down. Even Zacks made a hit piece today"
@TraderNorway on X 2025-07-24 15:07:53 UTC XXX followers, 1123 engagements

"$CNC $UNH $ELV You can betcha there is some smug fund manager from big hedge funds like Citadel who have turned on his high volume algorithm trader to take advantage of the weakness of the health market"
@TraderNorway on X 2025-07-18 14:32:09 UTC XXX followers, 3185 engagements

"$CNC Molina $MOH you better not disappoint us tonight. The whole sector is counting on you 🤑"
@TraderNorway on X 2025-07-23 19:40:16 UTC XXX followers, 4518 engagements

"@Centene $X% up I take it back Sarah London is a master in calming the market @Centene . Great CEO"
@TraderNorway on X 2025-07-25 12:39:42 UTC XXX followers, XXX engagements

"@ThomasKlas46502 @firsharrison @UnitedHealthGrp @CNBC @WSJ He is right though. Neither $ELV or $MOH managed the mental gymnastic like Sarah London did for $CNC earnings today. She single handedly saved the company for billions of dollars"
@TraderNorway on X 2025-07-25 21:40:52 UTC XXX followers, XXX engagements

"$CNC X more hours to add for Q2 earnings for Centene. My guess: Positive: $35-40 Negative: $23-25"
@TraderNorway on X 2025-07-24 18:05:28 UTC XXX followers, 1361 engagements

"@firsharrison @UnitedHealthGrp @CNBC @WSJ You can buy $CNC but for nothing less than $60B+"
@TraderNorway on X 2025-07-25 20:47:58 UTC XXX followers, XXX engagements

"$CNC $UNH $ELV The comparison with Elevance Health is quite interesting and shows how ridiculous undervalued Centene is. Approx same revenue between the two. $ELV 65B Market Cap 2024 $175.2B Total Revenue $68.3B Medicaid XX% $59.5B Commercial XX% $24.5B Medicare XX% $22.8B Other/Undisclosed $CNC $14B Market Cap 2025 $172B Total Revenue $89B Medicaid XXXX% $41B Commercial XXXX% $37B Medicare 21.5%"
@TraderNorway on X 2025-07-27 17:04:15 UTC XXX followers, XXX engagements

"$CNC XX minutes in and we have already surpassed average daily trading volume by 2x 👀"
@TraderNorway on X 2025-07-25 13:40:58 UTC XXX followers, XXX engagements

"@dirtygreenpaper Their ARM is already being implemented to work with Windows. Microsoft are struggling with it right now which is why the ARM isnt out yet. But its a requirement from Nvidia. It will be disruptive for the CPU market for sure"
@TraderNorway on X 2025-07-25 21:25:39 UTC XXX followers, XX engagements

"$CNC $OSCR $UNH $ELV $MOH We got this fam"
@TraderNorway on X 2025-07-24 19:58:05 UTC XXX followers, 2842 engagements

"$ELV $CNC All eyes on next week earnings for Centene Corp. "The Company's Medicare Advantage and Medicare Prescription Drug Plan businesses are performing better than expected in the second quarter 2025. The Company also continues to drive strong selling general and administrative expense leverage on its consolidated premium and service revenue growth.""
@TraderNorway on X 2025-07-17 15:30:41 UTC XXX followers, XXX engagements

"$CNC $UNH Here is your buy signal and the upcoming catalysts that will turn everything around again 🚨 Im already deep in Centene but wished I loaded up more today though"
@TraderNorway on X 2025-07-16 21:45:38 UTC XXX followers, 2329 engagements

"Reprising for sure. Which will increase profitability and EPS for $CNC. I think future earnings will have reduced revenue but increased EPS. Because they will increase prices and that will result in some customers dropping out. Plus Trump removed a lot customers with BBB which are no longer eligble for Medicaid. But it will even out in the longer run with better profitability for Centene. And Centenes market value is now so low that they can buy back like XX% of their shares. So EPS should go skyrocket. But it remains to be seen if Sarah London could prove herself"
@TraderNorway on X 2025-07-25 11:31:29 UTC XXX followers, XXX engagements

"@SZ44637408 @TheRonnieVShow They dont have a godess like Sarah London in $CNC. Its a goblin compared who runs $OSCR 🤣"
@TraderNorway on X 2025-07-25 21:37:12 UTC XXX followers, XXX engagements

"$CNC $UNH $OSCR Let me put you on the right track. Total revenue for Centene in 2024 was $160B. Compare that to its current market cap the industry standard in terms of valuation. Here is a breakdown of a THE WORST CASE scenario if ACA subsidies end in 2025 and Medicaid is cut completely like detailed in BBB. ConclusionIn the most pessimistic scenario research suggests Centene Corporation could lose approximately $XX billion in revenue with $XXXXX billion from Medicaid due to projected cuts and $XXXXX billion from ACA due to risk adjustments and enrollment drops. This figure is an"
@TraderNorway on X 2025-07-21 12:17:37 UTC XXX followers, XXX engagements

"$CNC So who else averaged down today on Centene 🫣"
@TraderNorway on X 2025-07-17 17:40:55 UTC XXX followers, XXX engagements

"$MOH $CNC $OSCR Oscar and Centene have not presented their earnings yet"
@TraderNorway on X 2025-07-24 16:05:54 UTC XXX followers, XXX engagements

"Centene Corp $CNC Market Cap: $14B. Projected Revenue $180B UnitedHealth $UNH Market Cap $254B 2024 Revenue: $400B Centene Corp have grown so much it is now looking at close to XX% of UnitedHealths 2024 Revenue. Ive said it before and I say it again $60B+ for Centene would be a bargain for any of the big HealthCare companies to approach Centene for a M&A offer. Bonus they would get is Sarah M London which carried the entire Q2 on her shoulders. Did you notice that UnitedHealth have now summoned for a longer earning call on the upcoming Q2 earnings this week The master have now become the"
@TraderNorway on X 2025-07-27 13:08:06 UTC XXX followers, 1351 engagements

"@brent_e_trader $MOH which have much more Medicaid and a lot less commercial than $CNC had a profit in Q2"
@TraderNorway on X 2025-07-25 11:13:36 UTC XXX followers, 1651 engagements

"@optionscjp Oh wait $CNC and $UNH isnt fun for you its better to hold the bag on $PLTR which are already up 25x on X years Is that more passionate"
@TraderNorway on X 2025-07-25 13:26:02 UTC XXX followers, 1003 engagements

"@TheRenaissanceG $CNC -wksp -he -him -his -tinyurl -investusatrend -discord"
@TraderNorway on X 2025-07-27 18:05:52 UTC XXX followers, XX engagements

"$CNC $790M in volume so far. 3x average volume. And the day before earnings drop premarket. And we are down 8%. We should have gotten a build up for earnings. Must be naked shorting going on here It just doesnt add up🤔"
@TraderNorway on X 2025-07-24 19:21:01 UTC XXX followers, 1082 engagements

"@RentYourStocks $UNH customers who do not trust the company are more than welcome to join $CNC. We do not have any DOJ investigation running"
@TraderNorway on X 2025-07-24 17:45:17 UTC XXX followers, 2626 engagements

"@SayNoToTrading $CNC Here is one rare one that actually is a good analysts. Also happens to have a $XX target 😜 UBS analyst AJ Rice downgraded Centene to 'Neutral' from 'Buy' with a price target of $XX down from $80"
@TraderNorway on X 2025-07-25 20:45:10 UTC XXX followers, XXX engagements

"$CNC Just to shine light on the socalled analysts that plague companies. Analyst Michael Ha from Baird came with a brilliant target today for Centene: $XX If you look up his profile: Mchael Ha is a Baird Senior Research Analyst covering Managed Care and Healthcare Facilities. His ratings: Michael Ha is a 1.49-star professional stock analyst working for Baird. Michael has had a XXXXX% success rate and an average return of -9.55%"
@TraderNorway on X 2025-07-25 20:05:10 UTC XXX followers, 1759 engagements

"@TheRenaissanceG The list keeps growing sigh 😅 $CNC -wksp -he -him -his -tinyurl -investusatrend"
@TraderNorway on X 2025-07-27 18:04:09 UTC XXX followers, XX engagements

"$CNC I still want it lower god dammit to average down 🤣🤣"
@TraderNorway on X 2025-07-25 12:31:38 UTC XXX followers, XXX engagements

"With $NVDA planning to bring ARM processor to the market $INTC is living on borrowed time. Not much they have left now with both $AMD and $NVDA taking their marketshare on ARM CPU and GPU. Their AI lag was what possibly killed them. Their foundry is now their best hope"
@TraderNorway on X 2025-07-25 16:28:47 UTC XXX followers, XXX engagements

"@taobanker Glad to see the great Wizard himself see $CNC as good value"
@TraderNorway on X 2025-07-23 21:32:11 UTC XXX followers, 1895 engagements

"@FishtownCap And she is very true. Its likely coming soon. $CNC and Medicaid providers will soar"
@TraderNorway on X 2025-07-25 13:18:49 UTC XXX followers, XXX engagements

"$CNC To put this earning in context: Before Q2 2025 Centene Corporation ($CNC) last reported a negative EPS in Q4 2017 with a loss of $XXXX per share"
@TraderNorway on X 2025-07-25 11:38:52 UTC XXX followers, XXX engagements

"@QueueQ3 @brent_e_trader $CNC Nobody knows. They had big growth in commercial and premium as well. They must have had a massive raid on using healthcare services from their Medicaid customers 😂"
@TraderNorway on X 2025-07-25 11:24:55 UTC XXX followers, XXX engagements

"@DeItaone Perfect combo here would be $CNC beat earnings on Friday and at the same time markets pump because US and EU announce the deal that day"
@TraderNorway on X 2025-07-23 16:15:30 UTC XXX followers, 4255 engagements

"@SunDraftssGer $CNC Coming ACA subsidies news soon. Then we truly take off"
@TraderNorway on X 2025-07-25 12:50:59 UTC XXX followers, XXX engagements

"@tradepal_app If Wall street wants to scare the market they have the means. Unfortunately 😠"
@TraderNorway on X 2025-07-24 13:08:06 UTC XXX followers, XXX engagements

"@BDInvestments1 I got the $CNC data from earnings call which cover 2025. I got the $ELV data from Grok"
@TraderNorway on X 2025-07-27 17:54:18 UTC XXX followers, XX engagements

"@Centene $CNC How can you smash revenue by whopping XX% and flip it from profit in Q1 to a loss in Q2 I just dont get it. They should have crushed any estimates out there with this kind of revenue growth"
@TraderNorway on X 2025-07-25 11:18:37 UTC XXX followers, XXX engagements

"@SayNoToTrading $CNC Wells Fargo downgraded Centene (CNC) to Equal Weight from Overweight with a price target of $XX down from $72"
@TraderNorway on X 2025-07-25 20:43:06 UTC XXX followers, XXX engagements

"$CNC Here is the biggest catalyst on the entire earning call. You are welcome 😜 "As a reminder XX% of our Medicaid franchise gets rerated between 7/1/25 and 1/1/2026""
@TraderNorway on X 2025-07-27 19:58:12 UTC XXX followers, XXX engagements

"$CNC To screen out all the bloody bots on X"
@TraderNorway on X 2025-07-25 17:49:42 UTC XXX followers, XXX engagements

"$CNC We are approaching XX year lows. Yes we had wicks lower during previous lows which I assume we could hit with bad earnings. But there should be support here. Imagine holding Centene for XX years only to lose money (inflation)"
@TraderNorway on X 2025-07-24 16:10:30 UTC XXX followers, 2169 engagements

"$CNC $UNH $OSCR $ELV Republicans are eyeing an opportunity to enact a bipartisan health package by the end of the year Be willing to restart negotiations but only if an extension of the ACA subsidies is part of the equation"
@TraderNorway on X 2025-07-21 18:09:54 UTC XXX followers, XXX engagements

"$CNC You people need to realize what SICK EPS numbers we will get with THIS XX% increase in revenue ($50B in one quarter alone) and reprising We are about to crush future earnings to the max"
@TraderNorway on X 2025-07-25 13:03:12 UTC XXX followers, 1342 engagements

"It proves once again that guidance is everything for earnings $CNC"
@TraderNorway on X 2025-07-25 13:22:45 UTC XXX followers, XXX engagements

"$CNC $MOH Meh a bit miss on EPS but growth on revenue. Currently X% down. Not so bad all in all"
@TraderNorway on X 2025-07-23 20:22:05 UTC XXX followers, 2461 engagements

"One thing $CNC have over $UNH and $OSCR in addition to being severely undervalued is that its a prime M&A candidate. At current $14B valuation and a bid for example of $40B from a potential aquirer they will get: - $14.5B in cash - $180-200B annual revenue (with todays growth numbers) - Huge catalogue of Medicaid contracts - Big premium health contracts which have grown a lot over this quarter. $CI Cigna sold their Medicare business to HCSC and Centene have about XX million subscribers to Medicare. So a bid from Cigna like in 2022 would make sense because the two would complete each other"
@TraderNorway on X 2025-07-25 14:12:37 UTC XXX followers, XXX engagements

"$CNC $UNH Here is a breakdown on how Centene is changing their customers 😎 2024 $162.9B total revenue $101.4B Medicaid XX% $33.7B Commercial XX% $22.8B Medicare XX% 2025 $172B total Revenue $89B Medicaid51.2% $41B Commercial XXXX% $37B Medicare XXXX% Medicaid exposure have decreased a lot while commercial is growing"
@TraderNorway on X 2025-07-27 16:44:17 UTC XXX followers, XXX engagements

"$CNC Tomorrow Molina Healthcare $MOH will publish their Q2 earnings after market have closed. Would be great to get the train rolling before our earnings on Friday (before market opens)"
@TraderNorway on X 2025-07-22 19:01:42 UTC XXX followers, XXX engagements

"$CNC Take notice $MOH and $ELV. You need to have a hot chick as CEO. Then it will sort itself out"
@TraderNorway on X 2025-07-25 12:48:19 UTC XXX followers, 1525 engagements