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@simpleswingman Avatar @simpleswingman Spike

Spike posts on X about $oscr, oscr, $cnc, 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 #31, oscr #30, $cnc #24, cnc #100, $moh #23, aca #49, $elv 13.79%, $unh 10.34%, marketplace 10.34%, hims XXX%

Top accounts mentioned or mentioned by @thetechinvest @himshouse

Top assets mentioned Oscar Health, Inc. (OSCR) Centene Corp (CNC) Molina Healthcare, Inc. (MOH) Elevance Health Inc (ELV) UnitedHealth Group (UNH) Hims & Hers Health, Inc. (HIMS) 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, 1290 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, 1020 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

"$CNC is a big player in ACA market. We will have another look at current state of the ACA. $OSCR is geared up towards ICHRA now. In the release committed to bring more employees individuals and families healthcare choices through the individual market. Employees emphasized"
@simpleswingman Avatar @simpleswingman on X 2025-07-24 22:19:02 UTC XXX followers, 1992 engagements

"With XX million shares changing hands daily for last X weeks one would think that $OSCR investor base probably shaped more towards fundamental investors. And there were quite strong buyers at $XXXX area till today. $MOH and $CNC to report earning next week. Brace impacts"
@simpleswingman Avatar @simpleswingman on X 2025-07-17 18:36:19 UTC XXX followers, 1405 engagements

"Even with XXXX% short interest $OSCR is only a tad below 200dma. The chart doesnt look bad very different from that of other health insurers such as $CNC $UNH etc"
@simpleswingman Avatar @simpleswingman on X 2025-07-26 01:04:52 UTC XXX followers, XXX engagements

"In preannouncement $OSCR mentioned that utilization by Oscars members remained elevated in the 2nd quarter however the cost trends moderated as compared to the 1st Quarter. This is a little bit different from $MOH. I hope their technology gives them more insight"
@simpleswingman Avatar @simpleswingman on X 2025-07-24 22:06:53 UTC XXX followers, 1429 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, 7253 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

"Actually all the bad news from other insurers on the higher than expected medical costs could be positive for $OSCR 2026: 1) reset premiums higher for next year 2) reduces premium price competition from competitors. Clearly $CNC $ELV and $MOH under priced risk for 2025"
@simpleswingman Avatar @simpleswingman on X 2025-07-17 22:22:52 UTC XXX followers, 2538 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

"$CNC MLR for commercial is XXXX% XX points higher than the 1st Quarter. $OSCR did the same adjustment in their pre release. CNC full year guidance will be given in the conference call. Why not in the print"
@simpleswingman Avatar @simpleswingman on X 2025-07-25 11:05:28 UTC XXX followers, XXX engagements

"$HIMS ramps up spending fast with those ex cruise hires while near term Q to Q revenue growth stalled due to GLP-1 shortage ends. Not good sign short term earnings. Those AI hiring will take years to pan out if it does"
@simpleswingman Avatar @simpleswingman on X 2025-07-25 11:17:24 UTC XXX followers, XX engagements

"I believe people people will spend more $ on their health and well being and buy insurance with high deductible just in case. Platforms such as $HIMS and $OSCR with personal health data will form moat over time. Monthly chart of $HIMS is very bullish $OSCR still needs work"
@simpleswingman Avatar @simpleswingman on X 2025-07-18 01:34:42 UTC XXX followers, 1474 engagements

"$CNC earning call was a good one provided clarity on the reasons on morbidity shift in the ACA market. Will reset premiums for 2026 with the new mix and anticipated shift due to OBBB"
@simpleswingman Avatar @simpleswingman on X 2025-07-25 17:03:58 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

"Based on reactions to $CNC earning its going to be another bloodbath day for health insurers. Lets see if $OSCR find support"
@simpleswingman Avatar @simpleswingman on X 2025-07-25 11:26:31 UTC XXX followers, 1827 engagements

"Well who knew. $OSCR down draft starts with $CNC withdrew guidance. May be it ends with $CNC earning call and new guidance"
@simpleswingman Avatar @simpleswingman on X 2025-07-25 14:12:14 UTC XXX followers, 1182 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

"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, 2911 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, 1914 engagements

"$MOH got annihilated today due to they said earning would be lower than they pre announced on July X due to trend got worse. OOPS $OSCR was smart wait for this Tuesday to preannounce. Just to size situation as much as possible"
@simpleswingman Avatar @simpleswingman on X 2025-07-24 20:56:53 UTC XXX followers, XXX 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

"Went through $MOH earning call transcript they were pretty down beat. They plan to increase premium on average by XX% next year dont care about enrollment. That is why $OSCR has an ugly session today. $CNC earning tomorrow. Its going to be ugly"
@simpleswingman Avatar @simpleswingman on X 2025-07-24 19:49:31 UTC XXX followers, 3275 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, 1218 engagements