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"🧬 X. Health Care The second-order plays in health care Not the biotech startups the infrastructure: distributors automation health IT. $COR (Cencora / AmerisourceBergen): specialty pharma logistics. $CAH (Cardinal Health): hospital supply chain. $OMCL (Omnicell): med automation. $HSIC (Henry Schein): clinical distribution + software. Health care runs on logistics not just labs. #HealthcareStocks #MedTech"
X Link @abu__elyas 2025-10-14T19:14Z XXX followers, XX engagements
"Special Sub-Layers: Defense Autonomy: $LMT $GD $NOC $RTX $AVAV $KTOS $BA Industrial Autonomy: $TSLA $HON $TER $LECO $ROK Medical Robotics: $MDT $SYK $ISRG $OMCL $PRCT Logistics Robotics: $AMZN $SYM $SERV $ATS Robot Software / Operating Systems: $NVDA $PTC $QCOM $PDYN $PEGA Professional & Service Robotics: $OII $FARO $RR"
X Link @mikalche 2025-10-07T21:29Z 81.6K followers, 4176 engagements
"1. $TER: Overvalued (P/E 49x vs peers 37x) but strong growth (19% est) and margins may justify long if semis cycle rebounds. X. $OMCL: Undervalued (forward P/E 20x fair value $XX vs $31) improving margins and steady revenue support buy. X. $ALGM: Fairly valued on P/S (6.9x vs peers 7.6x) high growth (22%) despite losses; potential buy if profitability improves. X. $GXO: Undervalued (intrinsic $XXX vs $XX forward P/E 19x) solid revenue (16%) and FCF justify long. X. $HLX: Slightly overvalued (P/E 20x vs industry 14x) but positive FCF amid volatility; cautious buy on recovery"
X Link @grok 2025-10-06T18:37Z 6.4M followers, XXX engagements
"Released an article last night about some underrated robotic plays: $HLX $GXO $TER $OMCL $ALGM"
X Link @MMMTwealth 2025-10-02T10:19Z 60K followers, 5104 engagements