[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DeepIceValue Deep Value Investing Deep Value Investing posts on X about $unh, $elv, $nvo, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::936707548295688192/interactions)  - X Week XXXXXX +38% - X Month XXXXXXX -XX% - X Months XXXXXXX +34% - X Year XXXXXXXXX +35,981% ### Mentions: XX [#](/creator/twitter::936707548295688192/posts_active)  - X Week XX -XXXX% - X Month XXX +70% - X Months XXX +14% - X Year XXX +3,906% ### Followers: XXXXX [#](/creator/twitter::936707548295688192/followers)  - X Week XXXXX +3% - X Month XXXXX +26% - X Months XXXXX +160% - X Year XXXXX +510% ### CreatorRank: XXXXXXX [#](/creator/twitter::936707548295688192/influencer_rank)  ### Social Influence [#](/creator/twitter::936707548295688192/influence) --- **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [celebrities](/list/celebrities) XXXX% [luxury brands](/list/luxury-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [$unh](/topic/$unh) #25, [$elv](/topic/$elv) #10, [$nvo](/topic/$nvo) #9, [stocks](/topic/stocks) #2089, [money](/topic/money) 7.35%, [$evost](/topic/$evost) 5.88%, [$evvty](/topic/$evvty) 5.88%, [hims](/topic/hims) 4.41%, [pltr](/topic/pltr) 4.41%, [$hims](/topic/$hims) XXXX% **Top accounts mentioned or mentioned by** [@gofallingknife](/creator/undefined) [@thestocksking](/creator/undefined) [@realroseceline](/creator/undefined) [@gilfaizon8](/creator/undefined) [@saynototrading](/creator/undefined) [@levidavidshofer](/creator/undefined) [@drockstocks](/creator/undefined) [@longoption](/creator/undefined) [@valuologist](/creator/undefined) [@amitisinvesting](/creator/undefined) [@mistressdivy](/creator/undefined) [@mmoney642](/creator/undefined) [@gurgavin](/creator/undefined) [@themdrnobserver](/creator/undefined) [@retiredlifenc](/creator/undefined) [@alex28943](/creator/undefined) [@oridekel55](/creator/undefined) [@gregt8262](/creator/undefined) [@jonnagap](/creator/undefined) [@supertanker2020](/creator/undefined) **Top assets mentioned** [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Palantir (PLTR)](/topic/$pltr) [Alibaba Group (BABA)](/topic/$baba) [Tesla, Inc. (TSLA)](/topic/$tsla) [Centene Corp (CNC)](/topic/$cnc) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Metadium (META)](/topic/$meta) [McDonald's Corp (MCD)](/topic/$mcd) [PepsiCo, Inc. (PEP)](/topic/$pep) [Netflix Inc (NFLX)](/topic/$nflx) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Brookfield Corporation (BN)](/topic/$bn) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Intel Corporation (INTC)](/topic/$intc) [CVS Health Corp (CVS)](/topic/$cvs) [SAP SE (SAP)](/topic/$sap) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Coca-Cola Co (KO)](/topic/$ko) [Ferrari N.V. (RACE)](/topic/$race) [MercadoLibre Inc (MELI)](/topic/$meli) [Canadian National Railway (CNI)](/topic/$cni) [Humana Inc (HUM)](/topic/$hum) [Eli Lilly and Company (LLY)](/topic/$lly) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Limitus (LMT)](/topic/$lmt) [Oracle Corporation (ORCL)](/topic/$orcl) [Advanced Micro Devices (AMD)](/topic/$amd) [HP Inc (HPQ)](/topic/$hpq) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [American Express Company (AXP)](/topic/$axp) [Schrodinger, Inc. Common Stock (SDGR)](/topic/$sdgr) ### Top Social Posts [#](/creator/twitter::936707548295688192/posts) --- Top posts by engagements in the last XX hours "@SayNoToTrading Yeah i agree risk is higher. im just too much in love with $UNH but what do you think about $ELV"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1943697254960799862) 2025-07-11 15:41:52 UTC 3192 followers, XXX engagements "$ELV just reported its earnings for Q2 This might be insight of how $UNH earnings might look. Revenue: $49.4B vs exp (+14.3% year-over-year)✅ EPS: $XXXX vs exp $XXXX (- XXX% from a year ago)❌ Operating Margins: X% vs XXX% last year ( -1.7%)❌ Performance of segments: Health Benefits revenue: $XXXX B (+12% y/y)✅ Health Benefits operating margin: 3.8%; (-2% y/y)❌ Carelon adjusted operating margin: XXX% (-0.4% y/y)❌ The stock is currently down -XXXX% in pre-market"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945795427262955977) 2025-07-17 10:39:15 UTC 3193 followers, 1388 engagements "🚨 BREAKING NEWS 🚨 $UNH has appointed Mike Cotton as the new leader of its Medicaid insurance segment Cotton a longtime insurance executive will head the Medicaid unit UnitedHealth confirmed. The company also announced that Bobby Hunter who currently leads the Medicare insurance division will take on an expanded role as chief executive officer of government programs with oversight of both the Medicaid and Medicare businesses"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1943071463453696192) 2025-07-09 22:15:12 UTC 3168 followers, 8752 engagements "🚨BREAKING: $UNH $CNC $OSCR $NVO Its over guys It looks like we wont need health insurance or pharma anymore We can all sell the shares of $XLV and buy AI stocks since we will all become robots in next X years. riding in electric robo taxis and just replace missing or damaged parts of the body. Destroy the hospitals build data centers and chip factories 🫡🫡 This analyst downgrades are just short term outlooks/speculations. that will get adjusted like nothing happend. just remember deepseek few months ago. AI revolution was over. $NVDA was gone"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945176782166004005) 2025-07-15 17:40:59 UTC 3192 followers, 20.2K engagements "Its always the same story FOMO and FUD. $UNH"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1944023247923949865) 2025-07-12 13:17:15 UTC 3187 followers, 7909 engagements "$ELV is down XX% after pulling earnings. this looks scary but I expect $UNH to have significantly better results as they passed this stage X months ago and now we are in stage of recovery"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945867528070152549) 2025-07-17 15:25:45 UTC 3192 followers, 3391 engagements "@MMoney642 How is company that has debt 2.5x of market cap best risk reward. you are turning blind eye on this. $BN is not a low risk"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945379048168845685) 2025-07-16 07:04:43 UTC 3183 followers, XXX engagements "These are IMO most overrated stocks in the market: - $PLTR looks like the company is growing in this AI bull market but its not growing even close enough to justify its valuation. its also highly reliable on donatios of the gov. Once we are out of the bull market this had potential to collapse -80%. - $HIMS barely making money whole fintwit is riding this one. It has X moat isnt making much money losing partnership deals with $NVO and breakdown with $LLY has $AMZN as competitor. - $TSLA keeps living on promises this car that car robots robotaxi. didnt deliver on anything in time. competes"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1944751625202979233) 2025-07-14 13:31:33 UTC 3166 followers, XXX engagements "UnitedHealth Group $UNH plans to cut broker commissions on select Medicare Advantage plans. $UMH is making changes to its Medicare Advantage plans amid rising costs that have negatively affected its financial situation andshare prices. Over the past few months the U.S. government has come up with stricter payment policies impacting the company's profit"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1934792824920395813) 2025-06-17 01:58:50 UTC 3182 followers, 2124 engagements "$UNH price at $250/share was below peak covid levels when full year 2019 revenues were $242.2B. 2025 revenues should come around $440-$450B. so revenue almost doubled and the price is lower. this is still an insane opportunity. dont sleep on it"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1943620247950368860) 2025-07-11 10:35:52 UTC 3192 followers, 5031 engagements "Wow imagine you buy stock $BABA and it goes up +6% in premarket the next day. this never happens but looks like I got lucky.😅 Its most likely going to be down X% next week when trump says something"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945056022919311657) 2025-07-15 09:41:07 UTC 3166 followers, XXX engagements "If I hypothetically sold $UNH (34% of my portfolio) on monday at $XXX (over XXX% profit). I would redistribute profits to: $GOOG $NVO $EVVTY/ $EVO.ST. Also would think to open a small position of $LULU. What else is UNDERVALUED opportunity"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1936401505608749112) 2025-06-21 12:31:10 UTC 3182 followers, 1978 engagements "Ofc $ASML stock is down -X% based on future expectations from the company. Limited sales to China limited customers in US and EU with only $TSM as the dominant/consistent customer with $INTC having all kinds of trouble and $SMSN.L may get limited in the future. There are also rumors that China caught up on technology and that competition is coming which is going to reflect on future earnings. expect slowdown in upcoming years"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945401426483515888) 2025-07-16 08:33:38 UTC 3190 followers, XXX engagements "If it was my strategy to short stocks. my top picks would be: X. $TSLA - Elon started new political party subvencions and any help from current ruling party will be reduced his focus will be split pressure from $BYD. to many problems and so little positive things. X. $HIMS - after weird situation with $NVO price dropped -XX% in one day. and then it rebounded without any good news or fundamental improvement. There could be law issues valuation is already high and it could be challenging to bring new partnerships after Novo situation. There is nothing good happening except hype which is also"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1941829516042580069) 2025-07-06 12:00:08 UTC 3192 followers, 1142 engagements "🚨 BREAKING: GAIL BOUDREAUX the President and CEO of$ELV bought 2334 shares of the company on 18.7.2025 for an estimated$667687. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 1.6%. Following this trade they now own 144854 shares of this class of $ELV stock"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1946296930709193138) 2025-07-18 19:52:03 UTC 3192 followers, 1999 engagements "Started buying $TSM in 60's and 80's and tweeting for a year how good and cheap it was and why are people ignoring it. and now that it 3x and 4x people are saying how good and cheap it is. lmao Same thing I was doing with $META in 2022 and I am doing now with $UNH. every single time people were scared when the assets were cheap and had amazing margin of saftey and now when they are expensive they are not scared but bullish/greedy. Im going to sell my last piece of $TSM after the earnings. (I expect a beat and price rise) 🫡🫡"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1943228131273240788) 2025-07-10 08:37:44 UTC 3189 followers, 9209 engagements "President Donald Trump's spending bill is set to raise administrative costs and make managing costs more difficult for insurers like $UNH and $CVS that operate Medicaid health plans experts say. As a result those insurers will likely pull back their Medicaid coverage and invest more in existing markets to retain their healthier members experts said. States contract with insurers including $UNH $CVS $CNC and $MOH to operate Medicaid plans that are jointly funded by state and federal governments. Almost all of Molina's and nearly half of Centene's insurance business is composed of Medicaid"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1944779686489489540) 2025-07-14 15:23:04 UTC 3190 followers, XXX engagements "Here's how the previous $UNH CEO characterized the upcoming 2H 2025: Within that outlook we expect about XX% to come in the first half of the year. We're affirming the consolidated revenue outlook of $XXX billion to $XXX billion we shared with you in December. Within this we expect revenues for both UnitedHealthcare and Optum Rx to be better than our initial view offsetting a reduced outlook at Optum Health"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945231426322149612) 2025-07-15 21:18:07 UTC 3192 followers, 2261 engagements "OMG this looks bad for $TSLA. for sure Elon wont react well to this. $BYD is going green today. 1/1"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1939923496093598142) 2025-07-01 05:46:18 UTC 3192 followers, XXX engagements "Best picks to hold and hold for next XX years from: X stocks from US: $MSFT $V $MA $MCD $KO X stocks from EU: $ASML $RACE $NVO $AIR.PA $SAP X stocks from China: $BABA $TCEHY $BYDDY $PDD $XIACY X stocks from other countries: $SMSN.L $MELI $CNI $SONY $RR.L 🏴 If I had to pick one from each I would get $MSFT $RACE $TCEHY $SMSN.L. which ones would you hold"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1939135681948795282) 2025-06-29 01:35:48 UTC 3169 followers, 4031 engagements "What could be a valid strategy is when we see one of these $UNH $ELV $OSCR $CNC $HUM breakout and recover from losses we could take profits and invest into the other ones since all of them have similar "issues". Ofc we have to know exact sitations for each company but we could see that for example $ELV is lagging behind $UNH for at least one quarter so my logic is when we see $UNH recover 20-30% $ELV still wont recover as much and it might be good spot to put some $$ in. lets see if something like that happens"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1946151750429536272) 2025-07-18 10:15:09 UTC 3192 followers, 1149 engagements "Bought more $UNH and $EVVTY $EVO.ST on this dip. With over XX% of portfolio in $UHN I still feel the FOMO and I dont want to regret that I didnt buy more like i still regret for $META in 2022"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1936157455156691213) 2025-06-20 20:21:24 UTC 3182 followers, 3398 engagements "Name a better combo businesses than $MCD + $UNH. One is making customers for the other one. I bet if $MCD ran into some problems $NVO and $LLY would run to bring money before Novo would even tought of bank loan. 🤣"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1942624543551676571) 2025-07-08 16:39:18 UTC 3189 followers, 1144 engagements "Evolution Gaming $EVO.ST $EVVTY just reported its earnings. 📈📊 Revenue: 524M vs exp 517M (+3% YoY) ✅ EPS: XXXX vs exp XXXX ( X% YoY)❌ - They are keeping high margins for the rest of the year and its expected to outperform 1H.✅ - Asia Revenue is back to growth✅ - US as strategic growth target The stock is currently up +7% ✅"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945755043942236377) 2025-07-17 07:58:47 UTC 3192 followers, XXX engagements "$FICO is down -XX% today and needs to drop to $1000's (50% more) to be similar jackpot like $UNH already is. $UNH is pocket aces in poker terms"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1942647597673636035) 2025-07-08 18:10:54 UTC 3180 followers, 1475 engagements "@Valuologist maybe. but more risk which is less favorable risk reward ratio. as $ELV is more dependant on medicare. also $UNH has better fundamentals"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1946639300373746072) 2025-07-19 18:32:30 UTC 3192 followers, XXX engagements "If you want to beat the market next year here are your picks: $UNH $NVO $EVO.ST $PEP $LMT $BABA $JD. If you dont want to beat the market buy: $PLTR $TSLA $HIMS $ORCL $NFLX $HOOD"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1942112118301487453) 2025-07-07 06:43:06 UTC 3192 followers, 3129 engagements "It is very encouraging to see $UNH and $ELV CEO Presidents and directors buying the dip with big money. This tells us two things: X. They have skin in the game and they will do everything in their power to raise the stock price and they see great value in the stock. X. The whole sector is undervalued if the people in the same positions are doing the same thing. They are confident about it surely know more things from the inside and are betting on their competency. It is unclear how long it will take for the stocks to make a comeback but our focus should just be on making good investments and"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1946621095164981616) 2025-07-19 17:20:10 UTC 3192 followers, 1281 engagements "Here is my tier list for current valuation of some popular stocks and where I think your money should be going in. ( $UNH $NVO $GOOG $PEP $EVVTY $HPQ.) .and what it should be going out of. ( $AMD $PLTR $NFLX $HOOD.) Do you agree with my list ✅"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1946205436840956026) 2025-07-18 13:48:29 UTC 3192 followers, 8600 engagements "$ELV reports earnings tomorrow. this might be a little preview of what to expect from $UNH. There is also a chance they pull guidance or reduce it significantly. Looks like this earnings season will provide us with even more opportunities or we will make $$$"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945590777855226027) 2025-07-16 21:06:03 UTC 3192 followers, 5244 engagements "Today I trimmed my $AXP position and bought two great picks that I recently discovered: $WST and $SDGR. Luckily they are up +1% and +4.7% on the first day. I did research on both companies and they seem significantly undervalued in an undervalued sector. $SDGR is the first company that is not making money I ever bought as it is not my investing style but this just seemed too good to miss out on. This is similar to the $UNH "bet" IMO since it's also really asymmetric with the upside-downside ratio. The market is confused about the $SDGR since there is nothing like it. It's a software/pharma"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1940123238618874281) 2025-07-01 19:00:00 UTC 3166 followers, 1071 engagements "This is how Big Beautiful Bill would impact $UNH and other similar companies like $ELV. The OBBBAs impact on $UNH is likely to be a mixed bag. Potential Medicaid enrollment reductions and Medicare Advantage payment cuts could pressure revenue and profitability particularly given $UNHs existing challenges with rising medical costs and regulatory scrutiny. However corporate tax cuts a shift to commercial plans and potential reimbursements for emergency services could provide upside. The bills pro-business tilt as seen in prior Trump administration policies may also mitigate some regulatory"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1940608443565388044) 2025-07-03 03:08:02 UTC 3192 followers, 2479 engagements "$UNH old CEO was making moves. UnitedHealth the largest health insurer in the US struck deals with private equity firms to offload parts of its business just before 2024 wrapped up. Thosesalesdelivered a $XXX billion boost folded right into the all-important year-end numbers. At the same time UnitedHealth posted a hefty $XXX billion loss as it exited Brazil but excluded that loss from keyprofitmetrics. Keeping theassetsales under the radar meant UnitedHealth avoided extra scrutiny and managed to meet Wall Street forecasts for the sixteenth year running. Without those gains the company would"  [@DeepIceValue](/creator/x/DeepIceValue) on [X](/post/tweet/1945146274711216240) 2025-07-15 15:39:45 UTC 3176 followers, 3528 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Deep Value Investing posts on X about $unh, $elv, $nvo, stocks the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XX% stocks XXXXX% technology brands XXXX% automotive brands XXXX% countries XXXX% celebrities XXXX% luxury brands XXXX% cryptocurrencies XXXX%
Social topic influence $unh #25, $elv #10, $nvo #9, stocks #2089, money 7.35%, $evost 5.88%, $evvty 5.88%, hims 4.41%, pltr 4.41%, $hims XXXX%
Top accounts mentioned or mentioned by @gofallingknife @thestocksking @realroseceline @gilfaizon8 @saynototrading @levidavidshofer @drockstocks @longoption @valuologist @amitisinvesting @mistressdivy @mmoney642 @gurgavin @themdrnobserver @retiredlifenc @alex28943 @oridekel55 @gregt8262 @jonnagap @supertanker2020
Top assets mentioned UnitedHealth Group (UNH) Elevance Health Inc (ELV) Novo-Nordisk (NVO) Hims & Hers Health, Inc. (HIMS) Palantir (PLTR) Alibaba Group (BABA) Tesla, Inc. (TSLA) Centene Corp (CNC) Oscar Health, Inc. (OSCR) Alphabet Inc Class A (GOOGL) Taiwan Semiconductor (TSM) Boyd Gaming Corporation (BYD) Metadium (META) McDonald's Corp (MCD) PepsiCo, Inc. (PEP) Netflix Inc (NFLX) Robinhood Markets, Inc. (HOOD) Brookfield Corporation (BN) Lululemon Athletica Inc (LULU) Intel Corporation (INTC) CVS Health Corp (CVS) SAP SE (SAP) Microsoft Corp. (MSFT) Mastercard, Inc. (MA) Coca-Cola Co (KO) Ferrari N.V. (RACE) MercadoLibre Inc (MELI) Canadian National Railway (CNI) Humana Inc (HUM) Eli Lilly and Company (LLY) Fair Isaac, Corp. (FICO) Limitus (LMT) Oracle Corporation (ORCL) Advanced Micro Devices (AMD) HP Inc (HPQ) West Pharmaceutical Services Inc. (WST) American Express Company (AXP) Schrodinger, Inc. Common Stock (SDGR)
Top posts by engagements in the last XX hours
"@SayNoToTrading Yeah i agree risk is higher. im just too much in love with $UNH but what do you think about $ELV" @DeepIceValue on X 2025-07-11 15:41:52 UTC 3192 followers, XXX engagements
"$ELV just reported its earnings for Q2 This might be insight of how $UNH earnings might look. Revenue: $49.4B vs exp (+14.3% year-over-year)✅ EPS: $XXXX vs exp $XXXX (- XXX% from a year ago)❌ Operating Margins: X% vs XXX% last year ( -1.7%)❌ Performance of segments: Health Benefits revenue: $XXXX B (+12% y/y)✅ Health Benefits operating margin: 3.8%; (-2% y/y)❌ Carelon adjusted operating margin: XXX% (-0.4% y/y)❌ The stock is currently down -XXXX% in pre-market" @DeepIceValue on X 2025-07-17 10:39:15 UTC 3193 followers, 1388 engagements
"🚨 BREAKING NEWS 🚨 $UNH has appointed Mike Cotton as the new leader of its Medicaid insurance segment Cotton a longtime insurance executive will head the Medicaid unit UnitedHealth confirmed. The company also announced that Bobby Hunter who currently leads the Medicare insurance division will take on an expanded role as chief executive officer of government programs with oversight of both the Medicaid and Medicare businesses" @DeepIceValue on X 2025-07-09 22:15:12 UTC 3168 followers, 8752 engagements
"🚨BREAKING: $UNH $CNC $OSCR $NVO Its over guys It looks like we wont need health insurance or pharma anymore We can all sell the shares of $XLV and buy AI stocks since we will all become robots in next X years. riding in electric robo taxis and just replace missing or damaged parts of the body. Destroy the hospitals build data centers and chip factories 🫡🫡 This analyst downgrades are just short term outlooks/speculations. that will get adjusted like nothing happend. just remember deepseek few months ago. AI revolution was over. $NVDA was gone" @DeepIceValue on X 2025-07-15 17:40:59 UTC 3192 followers, 20.2K engagements
"Its always the same story FOMO and FUD. $UNH" @DeepIceValue on X 2025-07-12 13:17:15 UTC 3187 followers, 7909 engagements
"$ELV is down XX% after pulling earnings. this looks scary but I expect $UNH to have significantly better results as they passed this stage X months ago and now we are in stage of recovery" @DeepIceValue on X 2025-07-17 15:25:45 UTC 3192 followers, 3391 engagements
"@MMoney642 How is company that has debt 2.5x of market cap best risk reward. you are turning blind eye on this. $BN is not a low risk" @DeepIceValue on X 2025-07-16 07:04:43 UTC 3183 followers, XXX engagements
"These are IMO most overrated stocks in the market: - $PLTR looks like the company is growing in this AI bull market but its not growing even close enough to justify its valuation. its also highly reliable on donatios of the gov. Once we are out of the bull market this had potential to collapse -80%. - $HIMS barely making money whole fintwit is riding this one. It has X moat isnt making much money losing partnership deals with $NVO and breakdown with $LLY has $AMZN as competitor. - $TSLA keeps living on promises this car that car robots robotaxi. didnt deliver on anything in time. competes" @DeepIceValue on X 2025-07-14 13:31:33 UTC 3166 followers, XXX engagements
"UnitedHealth Group $UNH plans to cut broker commissions on select Medicare Advantage plans. $UMH is making changes to its Medicare Advantage plans amid rising costs that have negatively affected its financial situation andshare prices. Over the past few months the U.S. government has come up with stricter payment policies impacting the company's profit" @DeepIceValue on X 2025-06-17 01:58:50 UTC 3182 followers, 2124 engagements
"$UNH price at $250/share was below peak covid levels when full year 2019 revenues were $242.2B. 2025 revenues should come around $440-$450B. so revenue almost doubled and the price is lower. this is still an insane opportunity. dont sleep on it" @DeepIceValue on X 2025-07-11 10:35:52 UTC 3192 followers, 5031 engagements
"Wow imagine you buy stock $BABA and it goes up +6% in premarket the next day. this never happens but looks like I got lucky.😅 Its most likely going to be down X% next week when trump says something" @DeepIceValue on X 2025-07-15 09:41:07 UTC 3166 followers, XXX engagements
"If I hypothetically sold $UNH (34% of my portfolio) on monday at $XXX (over XXX% profit). I would redistribute profits to: $GOOG $NVO $EVVTY/ $EVO.ST. Also would think to open a small position of $LULU. What else is UNDERVALUED opportunity" @DeepIceValue on X 2025-06-21 12:31:10 UTC 3182 followers, 1978 engagements
"Ofc $ASML stock is down -X% based on future expectations from the company. Limited sales to China limited customers in US and EU with only $TSM as the dominant/consistent customer with $INTC having all kinds of trouble and $SMSN.L may get limited in the future. There are also rumors that China caught up on technology and that competition is coming which is going to reflect on future earnings. expect slowdown in upcoming years" @DeepIceValue on X 2025-07-16 08:33:38 UTC 3190 followers, XXX engagements
"If it was my strategy to short stocks. my top picks would be: X. $TSLA - Elon started new political party subvencions and any help from current ruling party will be reduced his focus will be split pressure from $BYD. to many problems and so little positive things. X. $HIMS - after weird situation with $NVO price dropped -XX% in one day. and then it rebounded without any good news or fundamental improvement. There could be law issues valuation is already high and it could be challenging to bring new partnerships after Novo situation. There is nothing good happening except hype which is also" @DeepIceValue on X 2025-07-06 12:00:08 UTC 3192 followers, 1142 engagements
"🚨 BREAKING: GAIL BOUDREAUX the President and CEO of$ELV bought 2334 shares of the company on 18.7.2025 for an estimated$667687. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 1.6%. Following this trade they now own 144854 shares of this class of $ELV stock" @DeepIceValue on X 2025-07-18 19:52:03 UTC 3192 followers, 1999 engagements
"Started buying $TSM in 60's and 80's and tweeting for a year how good and cheap it was and why are people ignoring it. and now that it 3x and 4x people are saying how good and cheap it is. lmao Same thing I was doing with $META in 2022 and I am doing now with $UNH. every single time people were scared when the assets were cheap and had amazing margin of saftey and now when they are expensive they are not scared but bullish/greedy. Im going to sell my last piece of $TSM after the earnings. (I expect a beat and price rise) 🫡🫡" @DeepIceValue on X 2025-07-10 08:37:44 UTC 3189 followers, 9209 engagements
"President Donald Trump's spending bill is set to raise administrative costs and make managing costs more difficult for insurers like $UNH and $CVS that operate Medicaid health plans experts say. As a result those insurers will likely pull back their Medicaid coverage and invest more in existing markets to retain their healthier members experts said. States contract with insurers including $UNH $CVS $CNC and $MOH to operate Medicaid plans that are jointly funded by state and federal governments. Almost all of Molina's and nearly half of Centene's insurance business is composed of Medicaid" @DeepIceValue on X 2025-07-14 15:23:04 UTC 3190 followers, XXX engagements
"Here's how the previous $UNH CEO characterized the upcoming 2H 2025: Within that outlook we expect about XX% to come in the first half of the year. We're affirming the consolidated revenue outlook of $XXX billion to $XXX billion we shared with you in December. Within this we expect revenues for both UnitedHealthcare and Optum Rx to be better than our initial view offsetting a reduced outlook at Optum Health" @DeepIceValue on X 2025-07-15 21:18:07 UTC 3192 followers, 2261 engagements
"OMG this looks bad for $TSLA. for sure Elon wont react well to this. $BYD is going green today. 1/1" @DeepIceValue on X 2025-07-01 05:46:18 UTC 3192 followers, XXX engagements
"Best picks to hold and hold for next XX years from: X stocks from US: $MSFT $V $MA $MCD $KO X stocks from EU: $ASML $RACE $NVO $AIR.PA $SAP X stocks from China: $BABA $TCEHY $BYDDY $PDD $XIACY X stocks from other countries: $SMSN.L $MELI $CNI $SONY $RR.L 🏴 If I had to pick one from each I would get $MSFT $RACE $TCEHY $SMSN.L. which ones would you hold" @DeepIceValue on X 2025-06-29 01:35:48 UTC 3169 followers, 4031 engagements
"What could be a valid strategy is when we see one of these $UNH $ELV $OSCR $CNC $HUM breakout and recover from losses we could take profits and invest into the other ones since all of them have similar "issues". Ofc we have to know exact sitations for each company but we could see that for example $ELV is lagging behind $UNH for at least one quarter so my logic is when we see $UNH recover 20-30% $ELV still wont recover as much and it might be good spot to put some $$ in. lets see if something like that happens" @DeepIceValue on X 2025-07-18 10:15:09 UTC 3192 followers, 1149 engagements
"Bought more $UNH and $EVVTY $EVO.ST on this dip. With over XX% of portfolio in $UHN I still feel the FOMO and I dont want to regret that I didnt buy more like i still regret for $META in 2022" @DeepIceValue on X 2025-06-20 20:21:24 UTC 3182 followers, 3398 engagements
"Name a better combo businesses than $MCD + $UNH. One is making customers for the other one. I bet if $MCD ran into some problems $NVO and $LLY would run to bring money before Novo would even tought of bank loan. 🤣" @DeepIceValue on X 2025-07-08 16:39:18 UTC 3189 followers, 1144 engagements
"Evolution Gaming $EVO.ST $EVVTY just reported its earnings. 📈📊 Revenue: 524M vs exp 517M (+3% YoY) ✅ EPS: XXXX vs exp XXXX ( X% YoY)❌ - They are keeping high margins for the rest of the year and its expected to outperform 1H.✅ - Asia Revenue is back to growth✅ - US as strategic growth target The stock is currently up +7% ✅" @DeepIceValue on X 2025-07-17 07:58:47 UTC 3192 followers, XXX engagements
"$FICO is down -XX% today and needs to drop to $1000's (50% more) to be similar jackpot like $UNH already is. $UNH is pocket aces in poker terms" @DeepIceValue on X 2025-07-08 18:10:54 UTC 3180 followers, 1475 engagements
"@Valuologist maybe. but more risk which is less favorable risk reward ratio. as $ELV is more dependant on medicare. also $UNH has better fundamentals" @DeepIceValue on X 2025-07-19 18:32:30 UTC 3192 followers, XXX engagements
"If you want to beat the market next year here are your picks: $UNH $NVO $EVO.ST $PEP $LMT $BABA $JD. If you dont want to beat the market buy: $PLTR $TSLA $HIMS $ORCL $NFLX $HOOD" @DeepIceValue on X 2025-07-07 06:43:06 UTC 3192 followers, 3129 engagements
"It is very encouraging to see $UNH and $ELV CEO Presidents and directors buying the dip with big money. This tells us two things: X. They have skin in the game and they will do everything in their power to raise the stock price and they see great value in the stock. X. The whole sector is undervalued if the people in the same positions are doing the same thing. They are confident about it surely know more things from the inside and are betting on their competency. It is unclear how long it will take for the stocks to make a comeback but our focus should just be on making good investments and" @DeepIceValue on X 2025-07-19 17:20:10 UTC 3192 followers, 1281 engagements
"Here is my tier list for current valuation of some popular stocks and where I think your money should be going in. ( $UNH $NVO $GOOG $PEP $EVVTY $HPQ.) .and what it should be going out of. ( $AMD $PLTR $NFLX $HOOD.) Do you agree with my list ✅" @DeepIceValue on X 2025-07-18 13:48:29 UTC 3192 followers, 8600 engagements
"$ELV reports earnings tomorrow. this might be a little preview of what to expect from $UNH. There is also a chance they pull guidance or reduce it significantly. Looks like this earnings season will provide us with even more opportunities or we will make $$$" @DeepIceValue on X 2025-07-16 21:06:03 UTC 3192 followers, 5244 engagements
"Today I trimmed my $AXP position and bought two great picks that I recently discovered: $WST and $SDGR. Luckily they are up +1% and +4.7% on the first day. I did research on both companies and they seem significantly undervalued in an undervalued sector. $SDGR is the first company that is not making money I ever bought as it is not my investing style but this just seemed too good to miss out on. This is similar to the $UNH "bet" IMO since it's also really asymmetric with the upside-downside ratio. The market is confused about the $SDGR since there is nothing like it. It's a software/pharma" @DeepIceValue on X 2025-07-01 19:00:00 UTC 3166 followers, 1071 engagements
"This is how Big Beautiful Bill would impact $UNH and other similar companies like $ELV. The OBBBAs impact on $UNH is likely to be a mixed bag. Potential Medicaid enrollment reductions and Medicare Advantage payment cuts could pressure revenue and profitability particularly given $UNHs existing challenges with rising medical costs and regulatory scrutiny. However corporate tax cuts a shift to commercial plans and potential reimbursements for emergency services could provide upside. The bills pro-business tilt as seen in prior Trump administration policies may also mitigate some regulatory" @DeepIceValue on X 2025-07-03 03:08:02 UTC 3192 followers, 2479 engagements
"$UNH old CEO was making moves. UnitedHealth the largest health insurer in the US struck deals with private equity firms to offload parts of its business just before 2024 wrapped up. Thosesalesdelivered a $XXX billion boost folded right into the all-important year-end numbers. At the same time UnitedHealth posted a hefty $XXX billion loss as it exited Brazil but excluded that loss from keyprofitmetrics. Keeping theassetsales under the radar meant UnitedHealth avoided extra scrutiny and managed to meet Wall Street forecasts for the sixteenth year running. Without those gains the company would" @DeepIceValue on X 2025-07-15 15:39:45 UTC 3176 followers, 3528 engagements
/creator/twitter::DeepIceValue