# ![@Steelmindcap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1857112443115249664.png) @Steelmindcap Steelmind Research

Steelmind Research posts on X about $hims, $oscr, business, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1857112443115249664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1857112443115249664/c:line/m:interactions.svg)

- [--] Month [------] +45,509%
- [--] Months [-------] +430%
- [--] Year [-------] +241%

### Mentions: [--] [#](/creator/twitter::1857112443115249664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1857112443115249664/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::1857112443115249664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1857112443115249664/c:line/m:followers.svg)

- [--] Month [---] +11%
- [--] Months [---] +22%
- [--] Year [---] +110%

### CreatorRank: [---------] [#](/creator/twitter::1857112443115249664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1857112443115249664/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [vc firms](/list/vc-firms)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$hims](/topic/$hims), [$oscr](/topic/$oscr), [business](/topic/business), [in the](/topic/in-the), [$unh](/topic/$unh), [$pgy](/topic/$pgy), [health](/topic/health), [$nvo](/topic/$nvo), [growth](/topic/growth), [strong](/topic/strong)

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@himshouse](/creator/undefined) [@riyadosofian](/creator/undefined) [@mvcinvesting](/creator/undefined) [@theronnievshow](/creator/undefined) [@investingwithac](/creator/undefined) [@lastevens](/creator/undefined) [@manonthepen](/creator/undefined) [@foliotrail](/creator/undefined) [@alc2022](/creator/undefined) [@paulcerro](/creator/undefined) [@patientinvestt](/creator/undefined) [@thelonginvest](/creator/undefined) [@dsteinberg10000](/creator/undefined) [@wealthmatica](/creator/undefined) [@mmatters22596](/creator/undefined) [@danielnewmanuv](/creator/undefined) [@endicottinvests](/creator/undefined) [@lngtermcapital](/creator/undefined) [@triberuffner](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [UnitedHealth Group (UNH)](/topic/$unh) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Novo-Nordisk (NVO)](/topic/$nvo) [Centene Corp (CNC)](/topic/$cnc) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Eli Lilly and Company (LLY)](/topic/$lly) [Elevance Health Inc (ELV)](/topic/$elv) [ZetaChain (ZETA)](/topic/$zeta) [Sea Limited (SE)](/topic/$se) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Netflix Inc (NFLX)](/topic/nflx) [Asana, Inc. (ASAN)](/topic/$asan) [Baker Hughes Co (BKR)](/topic/$bkr) [BlackRock Inc (BLK)](/topic/blackrock) [Metadium (META)](/topic/$meta) [Cigna Corp (CI)](/topic/$ci) [Humana Inc (HUM)](/topic/$hum) [CVS Health Corp (CVS)](/topic/$cvs) [ANAL (ANAL)](/topic/anal)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TrixInvestments I though it could be more ads spending on weekends. maybe they have better conversion during these days $HIMS"  
[X Link](https://x.com/Steelmindcap/status/1863137693762310188)  2024-12-01T08:26Z [--] followers, [--] engagements


"@alc2022 The only rational reason for a post like this is that you want to get attention. I am a happy $pltr investor and I love this stock but this is just too much"  
[X Link](https://x.com/Steelmindcap/status/1865129504298938779)  2024-12-06T20:21Z [--] followers, [---] engagements


"@jam3s81 @ericjackson @cvpayne @YouTube Problem with $PGY is their junior tranches retained in the balance sheet. They're being impaired big times since [--] quarters and will do the same in the next. Only when their retention tranches will perform they will be able to reach profitability. As of today they underdelivered"  
[X Link](https://x.com/Steelmindcap/status/1865131372777550137)  2024-12-06T20:29Z [--] followers, [---] engagements


"@alc2022 Let's use our brain. 100x $pltr means [----] trillion market cap. Using the current us average p/s ratio of tech 7.5x means approx [---] trillion usd revenues per year. Do you know how much it is It is approx. the current GLOBAL ENERGY MARKET TOTAL REVENUES (oil+gas+renewables)"  
[X Link](https://x.com/Steelmindcap/status/1865311763484295561)  2024-12-07T08:25Z [--] followers, [---] engagements


"@himshouse @LA_stevens_ @stayathomedoc @jonathanrstern Thank you guys Was interesting the Ro debate. Who knows maybe will put some pressure on other big pharma players to leverage existing platforms and the one that aims for the best in terms of subscribers cannot ignore $hims"  
[X Link](https://x.com/Steelmindcap/status/1868010163925344387)  2024-12-14T19:08Z [--] followers, [---] engagements


"US traditional healthcare system is inflationary by construction and VCs want to lead the change. But for those that cannot access private markets $HIMS is ALREADY revolutionising the sector while being: - Profitable - Growing 70% YoY - P/FCF at [--] (SP500 is [--] today) - QUOTED U.S. Healthcare is a $4T paradox. @pmarca @vijaypande and @julesyoo discuss why spending rises but outcomes stagnateand how startups and tech can transform the systemon the a16z Podcast. Some insights from their conversation + link to the full episode 👇 https://t.co/CjHi34KLsC U.S. Healthcare is a $4T paradox. @pmarca"  
[X Link](https://x.com/Steelmindcap/status/1880023270596177972)  2025-01-16T22:44Z [--] followers, [---] engagements


"Semaglutide shortage decision by FDA likely to be POSTPONED Current head Califf will step down on Inauguration Day an interim head will operate before Makary is nominated and won't make crucial decisions $HIMS may be able to sell glp for the whole H1 [--] increasing sales (Contd)"  
[X Link](https://x.com/Steelmindcap/status/1880372997560860988)  2025-01-17T21:53Z [--] followers, [---] engagements


"In this scenario $HIMS new customers will continue to flood. Once the shortage finally ends would they spend 3x price with wegovy/ozempic I believe they'd rather go with oral weight loss pill or switch to personalised solutions. The market is not considering anything of this"  
[X Link](https://x.com/Steelmindcap/status/1880373844214706418)  2025-01-17T21:57Z [--] followers, [---] engagements


"@GunnerW77092164 $50 EOY is AUTOPILOT for $HIMS Conservative Scenario Sales FY25: 2Bln (Almost no growth QoQ since Q4 [--] expected to be at 470/480M Sales) FCF 25: 300M (15% FCF Margin) P/FCF Multiple 32.5x (current SP500 multiple): 9.8B Valuation Price: $46 with NO FURTHER SALES GROWTH"  
[X Link](https://x.com/Steelmindcap/status/1880988067550675360)  2025-01-19T14:37Z [--] followers, [---] engagements


"$50 EOY is autopilot. Conservative Scenario - Sales FY25: 2Bln (No growth QoQ since Q4 [--] exp at 470/480M Sales) - FCF: 300M (15% Margin) - P/FCF at 32.5x (current SP500 multiple): 9.8B Valuation - Price: $46 with NO FURTHER SALES GROWTH $HIMS is gold beneath the surface"  
[X Link](https://x.com/Steelmindcap/status/1880991159864209780)  2025-01-19T14:50Z [--] followers, [---] engagements


"That was before the declaration of S. Brunner Alliance for Pharmacy Compounders CEO: "FDA does not plan to take action against compounders who prepare copies of tirzepatide even though the drug has been removed from the shortage list" $HIMS may be able to sell GLP even more. In this scenario $HIMS new customers will continue to flood. Once the shortage finally ends would they spend 3x price with wegovy/ozempic I believe they'd rather go with oral weight loss pill or switch to personalised solutions. The market is not considering anything of this. In this scenario $HIMS new customers will"  
[X Link](https://x.com/Steelmindcap/status/1881721917721448897)  2025-01-21T15:14Z [--] followers, [---] engagements


"@LA_stevens_ If southeast asia flourishes $SE and $GRAB together give the perfect exposure. They are a network for the whole consumer activity. The only fear is with Indonesia it is a sleeping giant which oscillates between incredibile potential and political/religious instability"  
[X Link](https://x.com/Steelmindcap/status/1881810206579134615)  2025-01-21T21:04Z [--] followers, [---] engagements


"💣💣💣 $HIMS $HIMS DATA TRACKER UPDATE - Credit card data BOOMING in January 🚀🚀🚀 - Total cc sales: +128% YoY (week ending Jan 12) - New customer cc sales: +345% YoY - Returning customer cc sales: +54% YoY - r/HersWeightloss now above 7.5K members (+3% weekly growth) 👉 Links below for https://t.co/bTRJ6r2l7a $HIMS DATA TRACKER UPDATE - Credit card data BOOMING in January 🚀🚀🚀 - Total cc sales: +128% YoY (week ending Jan 12) - New customer cc sales: +345% YoY - Returning customer cc sales: +54% YoY - r/HersWeightloss now above 7.5K members (+3% weekly growth) 👉 Links below for"  
[X Link](https://x.com/Steelmindcap/status/1882089019385024912)  2025-01-22T15:32Z [--] followers, [---] engagements


"@paulcerro So $HIMS trading volume hitting "some period outside Xmas" lows is correlated to a FDA decision about a shortage the day after If you put that on a regression you would probably get an R of -100% even if theoretically impossibile 😛"  
[X Link](https://x.com/Steelmindcap/status/1882202879165169906)  2025-01-22T23:05Z [--] followers, [---] engagements


"@himshouse $HIMS has 2x rating of $AMZN & $NFLX To go unsolicited to an external site and vote requires strong emotion. People are more likely to panic and punish bad service rather than praise a good one. A bit like a black swan and the negatively skewed/fat tailed mkt return distribution"  
[X Link](https://x.com/Steelmindcap/status/1882864757331657063)  2025-01-24T18:55Z [--] followers, [---] engagements


"On the 7M USD spent by $HIMS for the SuperBowl Ad: If out of the expected 123.4M people watching the game 9'000 will subscribe the 67USD/month annual plan they would be breakeven with the cost of the Ad. It's a hit rate of 0.0073% one every 13'700 watchers. Looks promising. $HIMS Super Bowl ad is greatly done & the math is really good. Let's review. Average price for a 30-second ad: $7M. Last year's American audience: 123.4M. Estimated overweight ratio in America: 70%. Estimated obesity ratio in America: 40%. Potential targeted audience: 86M https://t.co/suCb572eXp $HIMS Super Bowl ad is"  
[X Link](https://x.com/Steelmindcap/status/1884735914263429390)  2025-01-29T22:50Z [--] followers, [---] engagements


"As a user (when in SEA) and investor nice to see attention on this ticker. $GRAB (and $SE) give you exposure to the economic growth in SEA at a very good entry point: they recently bottomed and have a balance sheet inflection point in an area with the highest GDP growth. I think $GRAB is up next. Going to highlight all of the DD I've been compiling on this name over the past month so it'll be a long post. Would love to hear counter perspectives people who think the thesis makes sense & where folks see the issues/opportunity on this ticker. I https://t.co/W3ybZiTwSZ I think $GRAB is up next."  
[X Link](https://x.com/Steelmindcap/status/1885968099817492877)  2025-02-02T08:26Z [--] followers, [----] engagements


"Will tariffs be bad for $HIMS - Produces in US ✅ - Brings disinflation to healthcare ✅ - The healthcare sector is on the spotlight of Trump administration ✅ - Non US pharma (ie. $NVO) probabily will be subject to heavy tariffs ✅ Peolple are starting to realize 💡"  
[X Link](https://x.com/Steelmindcap/status/1886334806411116592)  2025-02-03T08:43Z [--] followers, [---] engagements


"$HIMS is at a P/E of [--]. Tempted to sell Remember high P/E alone isnt a sell signal. If you had sold $NFLX when its P/E was above [--] you would have missed a 1200% return. Attaching a chart for perspectiveNetflixs P/E constantly [--] (ca. [---] on average) for FIVE years didnt stop the stock from soaring. Thesis matters. Growth matters. Execution matters"  
[X Link](https://x.com/Steelmindcap/status/1887249304701825470)  2025-02-05T21:17Z [--] followers, [---] engagements


"If $HIMS Ad will be aired despite FDA and Big Pharma it will be a success. If $HIMS Ad won't be aired because of FDA and Big Pharma we need to stand and lead to an even bigger success. Big Pharma isnt fighting for you. Heres the ad they dont want you to see: https://t.co/xok9zPLgr2 Big Pharma isnt fighting for you. Heres the ad they dont want you to see: https://t.co/xok9zPLgr2"  
[X Link](https://x.com/Steelmindcap/status/1887843161315144189)  2025-02-07T12:37Z [--] followers, [---] engagements


"@Raul_DSF @SeekingAlpha The future vindicated you. Very good prediction"  
[X Link](https://x.com/Steelmindcap/status/1887919094705348674)  2025-02-07T17:39Z [--] followers, [----] engagements


"Pharma associations backed by $LLY and $NOVO are being anal about a disclaimer that is too small. I wonder if @wearehims & @wearehers can make that font bigger say a [--] sec disclaimer on side effects and shut those desperate people up. That ad deserves to be published. $HIMS https://www.cnbc.com/2025/02/07/hims-hers-faces-lawmaker-scrutiny-over-misleading-super-bowl-ad-.html__source=sharebar%7Ctwitter&par=sharebar&s=09 https://www.cnbc.com/2025/02/07/hims-hers-faces-lawmaker-scrutiny-over-misleading-super-bowl-ad-.html__source=sharebar%7Ctwitter&par=sharebar&s=09"  
[X Link](https://x.com/Steelmindcap/status/1888332069878759782)  2025-02-08T21:00Z [--] followers, [---] engagements


"@patientinvestt $HIMS is THE teladoc: they mastered telehealth"  
[X Link](https://x.com/Steelmindcap/status/1888623834141446606)  2025-02-09T16:19Z [--] followers, [----] engagements


"I think quite remote. Yes $HIMS it technology driven and based on ecommerce like $AMZN but has some peculiarities like: - Proprietary compounding facilities - Doctors employed - Personalized dosages - Stronger and personalized relationship with the customer I think $HIMS will soon have proprietary knowledge brand recognition and customer retention which will eventually make an aquisition not necessary. And the business activitiy is too much different from that of $AAPL or $AMZN I don't see too many sinergies"  
[X Link](https://x.com/Steelmindcap/status/1888676701787611604)  2025-02-09T19:49Z [--] followers, [---] engagements


"@StockMKTNewz @VisualCap The whole industry relies on $ASML machines to produce the most advanced transistors and their EUV technology is patented. They are monopolists"  
[X Link](https://x.com/Steelmindcap/status/1888719020825735488)  2025-02-09T22:37Z [--] followers, [--] engagements


"@HolySmokas $HIMS Revolutionizing healthcare"  
[X Link](https://x.com/Steelmindcap/status/1889058775237083335)  2025-02-10T21:08Z [--] followers, [----] engagements


"The short report against $PGY warns the retention jr tranches were purchased not by them but by funds managed by them with investors' money. That would be quite bad but it is not the dealbreaker here. It is secondary to the PERFORMANCE of those jr ABS which is BAD. Impairment losses are huge they are eroding the equity value so much they will need FF/Theorem to continue issuing notes and doing their job equity book value is approaching ZERO. And that is crystal clear and known situation just look at their balance sheet. So next earnings release will be crucial if they cannot stop losing"  
[X Link](https://x.com/Steelmindcap/status/1889427935523643505)  2025-02-11T21:34Z [--] followers, [----] engagements


"@TheLongInvest A positive catalyst before the earnings release could be alternative data of credit card spending on Bloomberg. If they will demonstrate SB Ad success price may rally to [--]. $HIMS"  
[X Link](https://x.com/Steelmindcap/status/1889699243817890131)  2025-02-12T15:33Z [--] followers, [----] engagements


"@RajaGili @moninvesting $HIMS is a dropshipper With proprietary pharma factories With physicians working for them With an integrated platform to personalize medicines With multi-month subscription that allow proper diagnosis and results verification Do you know what you are saying"  
[X Link](https://x.com/Steelmindcap/status/1889708444350877925)  2025-02-12T16:09Z [--] followers, [--] engagements


"True and the stock will be very volatile in the next months. But $HIMS thesis and success is not Semaglutide-dependent on the long run. They offer so much more and people forget 90% of their revenue comes from different verticals. GLP tailwind may soon end but their business model is 100% successful. $NFLX does not have the rights for every successful movie/series yet it thrives. Product portfolio matters"  
[X Link](https://x.com/Steelmindcap/status/1889734571551252805)  2025-02-12T17:53Z [--] followers, [---] engagements


"@paulcerro @DueDoctor BoA estimates 15-17% contribution to revenue from GLP1 in Q3 [----] for $HIMS. Roughly 85% of revenues comes from other medications which have a longer history of growth. Hims can keep growing also without GLP. It would be slower but can still be successful"  
[X Link](https://x.com/Steelmindcap/status/1889744265187672265)  2025-02-12T18:31Z [--] followers, [---] engagements


"@hypergrowth102 That's why last year for my montly regular ETF purchases i switched to @StateStreetETFs MSCI Small cap US value and MSCI Small cap Europe Value. I like to take risks in company I know and be countercyclical/safe with the rest. https://www.ssga.com/it/en_gb/intermediary/etfs/spdr-msci-europe-small-cap-value-weighted-ucits-etf-zprx-gy https://www.ssga.com/it/en_gb/intermediary/etfs/spdr-msci-usa-small-cap-value-weighted-ucits-etf-zprv-gy https://www.ssga.com/it/en_gb/intermediary/etfs/spdr-msci-europe-small-cap-value-weighted-ucits-etf-zprx-gy"  
[X Link](https://x.com/Steelmindcap/status/1889808467592175981)  2025-02-12T22:47Z [--] followers, [--] engagements


"🚨Iconiq Family Office owns 1.4% (70M USD) of $HIMS 🚨 The position is their 12th biggest and was taken entirely in Q4. Known clients of Iconiq are: - Mark Zuckerberg: Founder of $META - Sheryl Sandberg: Former COO of Meta - Jack Dorsey: Co-founder and former CEO of Twitter and Square $SQ - Dustin Moskovitz: Co-founder of $META and $ASAN - Sean Parker: Co-founder of Napster - Satya Nadella: CEO of $MSFT - Drew Houston: Co-founder and CEO of $DBX - Adam D'Angelo: Co-founder and CEO of Quora Source: - -"  
[X Link](https://x.com/Steelmindcap/status/1890518030922273153)  2025-02-14T21:46Z [--] followers, [--] engagements


"I have used it and yes $GRAB would laterally change our lives. Just some examples: you can take a lift send a boxmail to a friend call a doctor pay groceries take a loan and who knows how many other things. for such a cheap price even for locals who use it all the time (people do not buy moped/car because of it sometimes you realize every [--] in [--] helmet in traffic is a Grab/GoJek one in SEA) But here in the West it would have too many issues with adoption and regulation (you can become a grab driver pretty easily. cannot imagine how many licences you would need in Europe for example). Plus the"  
[X Link](https://x.com/Steelmindcap/status/1891184258934362117)  2025-02-16T17:53Z [---] followers, [---] engagements


"@himshouse Finally talking about other verticals. It is crucial to prove that $HIMS is not only a glp1-only company. CC data released in this period with no FDA shortage is EXTREMELY important to monitor to see where we are heading"  
[X Link](https://x.com/Steelmindcap/status/1898831333079564672)  2025-03-09T20:20Z [---] followers, [----] engagements


"@longshortlifer @mvcinvesting 80+% Gross profit low COGS since production of compounds is internalized. Attention should be paid towards their CACs churn and Marketing Expense but clearly it is not just a low margin distributor c'mon. $HIMS"  
[X Link](https://x.com/Steelmindcap/status/1907173974993432737)  2025-04-01T20:51Z [---] followers, [---] engagements


"@QualityInvest5 Welcome Now I expect some nice kpi/custom metric for $hims business on @finchat_io aka the best platform for research imho 😃 Any chance we will see credit cards data one day They are crazy useful for these kind of business given their short lag"  
[X Link](https://x.com/Steelmindcap/status/1919828292326003029)  2025-05-06T18:55Z [---] followers, [---] engagements


"Every $HIMS or $OSCR investor should monitor the @axios Future of Health Summit in Washington D.C. It will feature discussions with $OSCR CEO Mark Bertolini $HIMS Chief Medical Officer Jessica Shepherd and senior White House advisor on MAHA @calleymeans (brother of @CaseyMeansMD nominated U.S. Surgeon General recently). MAHA could transform the industry for public benefit with advocates prioritizing and stressing the importance of nutrition and exercise over pills and affordability over profit. After years of misleading ESG claims these could be among the most genuine ESG-compliant"  
[X Link](https://x.com/Steelmindcap/status/1921142202626981890)  2025-05-10T09:56Z [---] followers, [----] engagements


"The caliber of talent a company attracts says everything about where it's headed $HIMS When I met @dheerja I was immediately struck by how clearly she sees the role technology plays in reshaping consumer behavior and how to build for it. At Robinhood she led Robinhood Gold a membership product that fundamentally changed how people access financial services and When I met @dheerja I was immediately struck by how clearly she sees the role technology plays in reshaping consumer behavior and how to build for it. At Robinhood she led Robinhood Gold a membership product that fundamentally changed"  
[X Link](https://x.com/Steelmindcap/status/1938297757514817761)  2025-06-26T18:06Z [---] followers, [---] engagements


"$OSCR trading lowerand it makes sense. ACA premium subsidies expire end-2025. Thats a major headwind for individual market insurers. $ELV already cut guidance partly due to same issue. But dont overlook what @intelligencer highlights: GOP may extend the subsidies anyway. Why To avoid a politically disastrous [----] midterm backlash as millions lose coverage. Yes pricing in a subsidy cliff is fair. But [----] election math creates a real chance of reversal. Optionality may be underappreciated in $OSCR valuation. 🔗"  
[X Link](https://x.com/Steelmindcap/status/1946861068329861180)  2025-07-20T09:13Z [---] followers, [---] engagements


"Positive news for $HIMS. As said by the experts hosted in the @himshouse podcast a lawsuit is risky for $NOVO too since their patents would be challenged in court. 🚨 BREAKING: MYLAN WINS FIRST LEGAL BATTLE AGAINST NOVO NORDISK PATENT #003 FOR SEMAGLUTIDE STRUCK DOWN - [--] more patents to go before Mylan can sell generic semaglutide in the U.S. - Other rulings happening soon $HIMS $NVO $LLY FULL STORY BY @MANONTHEPEN LINKED BELOW https://t.co/zu6cbtIY55 🚨 BREAKING: MYLAN WINS FIRST LEGAL BATTLE AGAINST NOVO NORDISK PATENT #003 FOR SEMAGLUTIDE STRUCK DOWN - [--] more patents to go before Mylan can"  
[X Link](https://x.com/anyuser/status/1948397238285160907)  2025-07-24T14:57Z [---] followers, [----] engagements


"$UNH could have a better risk/reward. I'm also considering $NVO as it's currently undervalued. but its heavy reliance on Wegovy/Ozempic (63% of sales) and the US market (57% of sales) poses significant risks. Key concerns include: - $NVO underperforms $LLY in effectiveness if its GLP and lagging in oral solutions the next frontier. - Uncertainty around whether compounders can compete and capture market share. - $NVO's Danish origin could be politically leveraged by Trump in international talks as seen previously. - Trump's recent letter to Pharma CEOs may reduce margins in US and targeting"  
[X Link](https://x.com/Steelmindcap/status/1951973502120063084)  2025-08-03T11:48Z [---] followers, [----] engagements


"$HIMS Core flat QoQ Core: Q1 356m vs Q2: 355m GLP-1s: Q1 230m vs Q2: 190m Total: Q1 586m vs Q2 545m As anticipated until today the growth was mostly GLP dependent. To meet the 2.3-2.4 Bln revenue for FY [----] they must increase Q3 revenues to 580m and Q4 revenues to 640m. How to change the trend fast Hair gummies maybe are not enough lab testing and other verticals may take a while to contribute Zava could be no more than a 50m addition in H2. This is why the marketing on web/newspaper is basically only about personalized GLP that is probably one of the few ways - maybe the only one - to meet"  
[X Link](https://x.com/anyuser/status/1952481213035532626)  2025-08-04T21:26Z [---] followers, [---] engagements


"@himshouse Great job with the subscriber number prediction @himshouse Curious to know if Zava revenue contribution could affect the predictability of $hims revenue via credit card data"  
[X Link](https://x.com/Steelmindcap/status/1952724494327374082)  2025-08-05T13:32Z [---] followers, [---] engagements


"@riyadosofian 200m USD of buyback will be a nice tailwind to the price action for $ZETA"  
[X Link](https://x.com/Steelmindcap/status/1952830186505789624)  2025-08-05T20:32Z [---] followers, [---] engagements


"This is a strong and detailed analysis of PAGAYA from @mvcinvesting and was very timely looking at the nice price action $PGY had. It seems like this company is finally gaining traction after several difficult years. That said concerns remain. Ive followed the company since [----] watching its share price climb to $30 in August [----] before falling back to $8. In my view the business is inherently cyclical and perhaps too fragile. It is cyclical because its performance is tied to interest rate levels which affect the risk profile of its loan pool and to the broader economic environment. It is"  
[X Link](https://x.com/anyuser/status/1954125077835858301)  2025-08-09T10:18Z [---] followers, [----] engagements


"$STNE is growing eps 26% YoY according to latest release and its 7x PE makes it look very appealing. But take into consideration that it is a Brazilian company and its low valuation is due to high inflation currency weakness and country ERP. So 7x PE is quite normal in LATAM unfortunately 🥲"  
[X Link](https://x.com/Steelmindcap/status/1954530703447629862)  2025-08-10T13:10Z [---] followers, [----] engagements


"Looks like were in good company: Warren Buffetts $BKR is in $UNH But the thesis still has to unfold this is just the start and another sign theres at least some value in this pick. 📉 This $UNH chart is incredibly revealing. Lets break it down and let me know what you think 💬 UnitedHealth reported a high Medical Loss Ratio (MLR) of 89% above historical norms. That crushed earnings to just $3.4B. Remember: insurance is a low-margin biz. Every 1% https://t.co/wsrnF3FGNE 📉 This $UNH chart is incredibly revealing. Lets break it down and let me know what you think 💬 UnitedHealth reported a high"  
[X Link](https://x.com/anyuser/status/1956110202198950176)  2025-08-14T21:46Z [---] followers, [---] engagements


"@Barchart it's not such a breaking news. just a basic duration risk. Without change in default rates it is a pretty normal trend and does not mean losses will materialize. Any long term bond/ bond ETF issued pre-2022 is behaving exactly the same"  
[X Link](https://x.com/Steelmindcap/status/1974782168527446268)  2025-10-05T10:22Z [---] followers, [---] engagements


"$HIMS credit card data (R 90% highly significant revenue indicator) shows flat revenues since March even on last weeks. Without increased organic revenue growth (excluding Zava acquisition) momentum may weaken. Still optimistic about the thesis btw $HIMS has strong growth potential but the time to ramp up sales again is now. Otherwise at this pace we could have a single digit to 0% YoY organic revenue growth in Q4 which would be unprecedented. $HIMS fundamentals continue to advance towards an exponential inflection point. A few months of dull price action havent changed the thesis."  
[X Link](https://x.com/anyuser/status/1975184270881956068)  2025-10-06T13:00Z [---] followers, [---] engagements


"@patientinvestt The PE ratio of the $FXI index (china large cap) is [----] so actually $JD is somewhat normally priced among its peers. But if you are bullish in china could be an opportunity"  
[X Link](https://x.com/Steelmindcap/status/1975602131144220873)  2025-10-07T16:40Z [---] followers, [----] engagements


"@riyadosofian Probably $DLO And I would be extremely careful on $PGY wrote about it here: https://x.com/Steelmindcap/status/1954125077835858301t=NQG7wYRGnWF-BE3vp9R8xA&s=19 This is a strong and detailed analysis of PAGAYA from @mvcinvesting and was very timely looking at the nice price action $PGY had. It seems like this company is finally gaining traction after several difficult years. That said concerns remain. Ive followed the company since https://t.co/5WMiSENc5d https://x.com/Steelmindcap/status/1954125077835858301t=NQG7wYRGnWF-BE3vp9R8xA&s=19 This is a strong and detailed analysis of"  
[X Link](https://x.com/Steelmindcap/status/1976157429579575350)  2025-10-09T05:27Z [---] followers, [---] engagements


"@MichaelWigginsO This analysis looks reassuring and goes towards your thesis. They look legit. $GCT https://seekingalpha.com/article/4752685-gigacloud-technology-my-visit-to-corporate-headquarterssource=feed_f&utm_campaign=twitter_automated&utm_content=article&utm_medium=social&utm_source=twitter_automated https://seekingalpha.com/article/4752685-gigacloud-technology-my-visit-to-corporate-headquarterssource=feed_f&utm_campaign=twitter_automated&utm_content=article&utm_medium=social&utm_source=twitter_automated"  
[X Link](https://x.com/Steelmindcap/status/1884538401677881543)  2025-01-29T09:45Z [---] followers, [----] engagements


"@CaffuLuigi @mfuggetta $EDAC has a solid and promising business. The stock price reflects the low interest in the EGM right now but also poor attention to investors from mgmt. With that capital structure and income statement the sensation is that margins could be higher without sacrificing growth"  
[X Link](https://x.com/Steelmindcap/status/1885686521144963323)  2025-02-01T13:47Z [---] followers, [---] engagements


"@BocaBluez @dannycheng2022 Well could also be some actively managed BlackRock fund. But I think the same: mostly is Ishares ETFs (likely SP600) and given $HIMS hyperbolic performance rebalancing was needed"  
[X Link](https://x.com/Steelmindcap/status/1889760025482027224)  2025-02-12T19:34Z [--] followers, [--] engagements


"According to EDO $HIMS money were well spent. #1 engagement in pharma #5 engagement overall All publicity is good publicity. https://www.edo.com/feature/super-bowl-2025#pie-charts https://www.edo.com/feature/super-bowl-2025#pie-charts"  
[X Link](https://x.com/Steelmindcap/status/1889765920026894596)  2025-02-12T19:58Z [---] followers, [----] engagements


"$PGY Q4 impairment loss at [---] MILLIONS. Things are getting out of hands here"  
[X Link](https://x.com/Steelmindcap/status/1890012698932633634)  2025-02-13T12:18Z [---] followers, [----] engagements


"Those are promises not facts. Did you see $PGY balance sheet Almost 1bln of cumulative impairment loss and 326M of equity value remained. So you are okay believing that up to [----] vintages the retention tranches were garbage and now magically from [----] it will be all okay If they switch to a Forward Flow model they can survive but: - they will likely need a capital raise - the fact that their junior tranches are going to zero poses doubts to their AI. It is not normal no way they were expecting this debacle. And with forward flow there are others that will take those losses and won't be happy"  
[X Link](https://x.com/Steelmindcap/status/1890017792650297390)  2025-02-13T12:38Z [---] followers, [----] engagements


"Is $HIMS overvalued after today's incredible rally List of forward P/S: - $DUOL: [----] (pink) - $NFLX: [---] (yellow) - $META: [---] (red) - $TSL: [---] (violet) - $GOOGL: [----] (green) - $HIMS: [----] (blue) repeat: $HIMS: [----] (blue)"  
[X Link](https://x.com/Steelmindcap/status/1890167405726388698)  2025-02-13T22:33Z [---] followers, [----] engagements


"🚨Iconiq Multi Family Office owns 1.4% (70M USD) of $HIMS 🚨 The position is their 12th biggest and was taken entirely in Q4 [----]. Known clients of Iconiq are: - Mark Zuckerberg: Founder of $META - Sheryl Sandberg: Former COO of Meta - Jack Dorsey: Co-founder and former CEO of Twitter and Square $SQ - Dustin Moskovitz: Co-founder of $META and $ASAN - Sean Parker: Co-founder of Napster - Satya Nadella: CEO of $MSFT - Drew Houston: Co-founder and CEO of $DBX - Adam D'Angelo: Co-founder and CEO of Quora Source: - -"  
[X Link](https://x.com/Steelmindcap/status/1890525412251562411)  2025-02-14T22:15Z [---] followers, 26.5K engagements


"🚨 $HIMS Q1 [----] sales will likely CRUSH IT 🚀 This is not a sensation it's based on Bloomberg credit card observed sales up to Feb [--] (latest available) which is not considering the Super Bowl Ad effect plus a little bit of math. Here's why. Stay with me will be worth it. In the first picture there is the evolution of HIMS daily credit cards observed sales from [----] made on an extensive sample of consumers. These data are exponentially growing especially in the latest months. But are these credit card data a good predictor of real quarterly sales that will be published Absolutely yes. In the"  
[X Link](https://x.com/Steelmindcap/status/1890734461005824102)  2025-02-15T12:06Z [---] followers, 133.1K engagements


"@DT_Koay Usually they are available for listed companies that are US/EU based and in the consumer/retail products space. $HIMS additionally has mostly if not all of the revenue that is made online so credit card data are quite significant"  
[X Link](https://x.com/Steelmindcap/status/1890765389795103034)  2025-02-15T14:09Z [---] followers, [----] engagements


"I think that the thesis is valid also withouth GLP1 injections. Consider that $HIMS started its business with: - sexual health / skin solutions - for men - navigating highest interest rate jump while still not profitable Who would have ever bet on this business case Telehealth for men Usually are women the main target market. And today its balance sheet is healthy and its sales are growing. They introduced several verticals and the Hers business will eventually overtake Hims one. Without GLP1 injections tailwind the growth could be less explosive. But could surely happen anyway"  
[X Link](https://x.com/Steelmindcap/status/1890825680306454766)  2025-02-15T18:09Z [---] followers, [----] engagements


"@stckpkr7000 Looking at $HIMS revenues looks quite a good organic growth Quite a lot"  
[X Link](https://x.com/Steelmindcap/status/1890829893023207781)  2025-02-15T18:25Z [---] followers, [--] engagements


"Today it is all about $GRAB which is in a good position to perform well after years of business consolidaton. But if you like the $UBER of South East Asia pay also attention to the $AMZN of the area: $SE (Sea ltd Shopee store) @LA_stevens_ If southeast asia flourishes $SE and $GRAB together give the perfect exposure. They are a network for the whole consumer activity. The only fear is with Indonesia it is a sleeping giant which oscillates between incredibile potential and political/religious instability @LA_stevens_ If southeast asia flourishes $SE and $GRAB together give the perfect"  
[X Link](https://x.com/Steelmindcap/status/1891265249312952689)  2025-02-16T23:15Z [---] followers, [---] engagements


"🚨 Pre Earnings $HIMS credit card data update Another week of data on $HIMS credit card spending has been released: - YTD CC spending as of 16/02: 9.40M - Expected CC spending over the Q1 2025: 18.00M Using the regression formulated below the expected Q1 [----] Sales will be 586M USD which is a great number and underlies a growth of +110% YoY. However the focus of the earnings release will obviously be how much of these revenues are recurring and how much would be impacted from the end of semaglutide shortage. We will have a very interesting call tonight 🔥 🚨 $HIMS Q1 [----] sales will likely"  
[X Link](https://x.com/Steelmindcap/status/1893982979258466566)  2025-02-24T11:15Z [---] followers, 13.5K engagements


"$HIMS earnings are out. Revenues 586M USD vs 539M USD Expected On [--] Feb I estimated 591M USD based on Credit Cards Data. That's a difference of roughly 0.8%. Welcome to Nowcasting. 🚨 $HIMS Q1 [----] sales will likely CRUSH IT 🚀 This is not a sensation it's based on Bloomberg credit card observed sales up to Feb [--] (latest available) which is not considering the Super Bowl Ad effect plus a little bit of math. Here's why. Stay with me will be worth it. https://t.co/rc0Lwk6Gq6 🚨 $HIMS Q1 [----] sales will likely CRUSH IT 🚀 This is not a sensation it's based on Bloomberg credit card observed"  
[X Link](https://x.com/Steelmindcap/status/1919488438794895458)  2025-05-05T20:24Z [---] followers, [----] engagements


"$OSCR House Republicans launch bill to extend health subsidies past midterms. ACA renewal from mere speculation to real possibility. $UNH $ELV $CI $MOH $CNC https://www.politico.com/news/2025/09/04/aca-enhanced-tax-credits-extension-00544565 https://www.politico.com/news/2025/09/04/aca-enhanced-tax-credits-extension-00544565"  
[X Link](https://x.com/anyuser/status/1963838801882599508)  2025-09-05T05:37Z [---] followers, 17.5K engagements


"But isn't ICHRA linked to ACA by definition Also they can personalise as much as they want still $OSCR will need to face the extremely high cost of healthcare in US and reflect it in the premiums if subsidies go away. I am still a bull still hoping for ACA di extension but without ACA things will get bad. The whole sector will see revenues shrink"  
[X Link](https://x.com/Steelmindcap/status/1981449549886452117)  2025-10-23T19:56Z [---] followers, [---] engagements


"I understand the proposition pay for what you need individually and not for general coverage that includes services you will never need. I just don't understand if it can or not be profitable for Oscar and affordable for its customers given the cost of healthcare. Could it be that in a world of unsubsidized coverage people will need to go to Oscar to pay just for what they strictly need But that would increase adverse selection and morbidity as well. Just thinking"  
[X Link](https://x.com/Steelmindcap/status/1981460500505366855)  2025-10-23T20:39Z [---] followers, [--] engagements


"Hold on one second: $OSCR does not need enhanced ACA subsidies to grow that's what they said. Still they do need regular pre Covid ACA since it is the only framework they work with"  
[X Link](https://x.com/Steelmindcap/status/1987986348394070280)  2025-11-10T20:50Z [---] followers, [---] engagements


"@TheRonnieVShow $GRAB has a very promising chart. Also $NU setup is quite interesting"  
[X Link](https://x.com/Steelmindcap/status/1988345990886097112)  2025-11-11T20:40Z [---] followers, [----] engagements


"@investingwithac Repeat after me: a behemoth ETF issuer buying a few million shares of a small CAP like $OSCR is passive flow not an active bet. If you're hunting for conviction look at hedge funds not BlackRock $BLK"  
[X Link](https://x.com/Steelmindcap/status/1988735954220356012)  2025-11-12T22:29Z [---] followers, [---] engagements


"@nikoliasgoninus Problem is $HIMS credit card data over this quarter are showing flat YoY growth"  
[X Link](https://x.com/Steelmindcap/status/1991925824577327451)  2025-11-21T17:44Z [---] followers, [---] engagements


"President Trump is set to propose a new framework to extend Obamacare/ACA subsidies for [--] years and modify them including income caps at 7x the federal poverty line and minimum premium requirements. Source: Bullish for $OSCR $MOH and $CNC if true. Beware: Politico was by a large margin the newspaper most confident on ACA subsidies renewal during the shutdown which eventually did not happen. Very positive rumors but still rumors. https://www.politico.com/news/2025/11/23/white-house-to-propose-new-health-care-framework-00666701"  
[X Link](https://x.com/anyuser/status/1992918161155412049)  2025-11-24T11:28Z [---] followers, [---] engagements


"There are only two companies in the world with: ✅ Mkt Cap 2Bn USD ✅ Tech Sector ✅ Fwd P/E [--] ✅ Last 5Y Sales CAGR 25% ✅ D/E [---] ✅ Analysts' Recommendations: Strong Buy ✅ Constantly Positive Sales & EPS Surprise One of these two is $ZETA. What else do you need @dsteinberg10000 @TheRonnieVShow @wealthmatica @QualityInvest5 @riyadosofian @foliotrail @MMatters22596 @danielnewmanUV @EndicottInvests"  
[X Link](https://x.com/anyuser/status/1996329336719437923)  2025-12-03T21:22Z [---] followers, [----] engagements


"@QualityInvest5 The more you will research on $ZETA the less you will consider it speculative 🔥"  
[X Link](https://x.com/Steelmindcap/status/1996642552783733091)  2025-12-04T18:07Z [---] followers, [---] engagements


"@QualityInvest5 I really don't get the catch of the original post. If $NKE is down 55% but the P/E is exactly the same I'm not buying a broken stock but a possibly broken business. It means the stock price followed precisely the earnings downtrend and is likely justified"  
[X Link](https://x.com/Steelmindcap/status/1998442692037038333)  2025-12-09T17:20Z [---] followers, [---] engagements


"@QualityInvest5 Me neither. According to the first data available $NVO Wegovy pill prescriptions are obliterating injections"  
[X Link](https://x.com/Steelmindcap/status/2012444580768096625)  2026-01-17T08:39Z [---] followers, [---] engagements


"Oscar Health (OSCR): Pirates Dont Wait for Calm Seas I tell our employees here Oscar is a pirate ship filled with cannons among Spanish galleons filled with gold. All we have to do is take their business - Mark T. Bertolini CEO of Oscar Health Oscar http://x.com/i/article/1886900813727203328 http://x.com/i/article/1886900813727203328"  
[X Link](https://x.com/anyuser/status/2020620077733748935)  2026-02-08T22:05Z [---] followers, 58.4K engagements


"$OSCR is: - The only health insurer whose MLR decreased QoQ - The health insurer with the lowest MLR Quite relevant given the low margin industry they are in 💪 $CNC $UNH $HUM $MOH $ELV $CVS $CLOV"  
[X Link](https://x.com/anyuser/status/1986436249234620855)  2025-11-06T14:11Z [---] followers, 85.1K engagements


"@QualityInvest5 Oh yes. @riyadosofian knows something about $RELY 😉"  
[X Link](https://x.com/Steelmindcap/status/1996330713638154512)  2025-12-03T21:28Z [---] followers, [---] engagements


"@lngtermcapital 🫡"  
[X Link](https://x.com/Steelmindcap/status/2020846305757594071)  2026-02-09T13:04Z [---] followers, [--] engagements


"Analysts' BEST $OSCR revenue estimate for [----] was 16.6B USD. Management is guiding for at least 18.7B USD in [----]. https://twitter.com/i/web/status/2021183892837769276 https://twitter.com/i/web/status/2021183892837769276"  
[X Link](https://x.com/anyuser/status/2021183892837769276)  2026-02-10T11:26Z [---] followers, [----] engagements


"@TheLongInvest $OSCR Credit card transactions were already telling this. https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt"  
[X Link](https://x.com/Steelmindcap/status/2021193937814249642)  2026-02-10T12:06Z [---] followers, [----] engagements


"@BullTradeFinder @degeninvestor7 $OSCR Credit Card Transactions were already telling this. See the research below 💪 https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt"  
[X Link](https://x.com/Steelmindcap/status/2021198426998964519)  2026-02-10T12:23Z [---] followers, [---] engagements


"@TribeRuffner This research will five you more info about the potential for $OSCR https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt https://x.com/i/status/2020620077733748935 https://t.co/E6t5uHdrAt"  
[X Link](https://x.com/Steelmindcap/status/2021204678126731508)  2026-02-10T12:48Z [---] followers, [--] engagements


"The model forecasted +39% growth in $OSCR revenues (screen below) while guidance now points to an impressive +62%. What was missing The [----] price increase announced today at +28% much higher than in the past. Factoring it in brings the forecasted growth much closer to the guidance. The revenue guidance is real. If the MLR returns to its historical average things will get very interesting. https://t.co/E6t5uHdrAt https://t.co/E6t5uHdrAt"  
[X Link](https://x.com/anyuser/status/2021356233622430106)  2026-02-10T22:50Z [---] followers, [----] engagements


"Interesting and thank you for the suggestion. Can you explain me the economic rationale behind Revenue and sg&a shouldn't be related to MLR which is a somewhat exogenous variable depending on the risk pool right Or maybe I am missing something. Maybe we could estimate the MLR looking at historical trend in health insurance. There is a sort of cyclicality in the insurance industry named soft Vs hard market and looking at historical trends we could sort of infer what usually happens after insurance companies take a punch in the face like in 2025"  
[X Link](https://x.com/Steelmindcap/status/2022733319566237958)  2026-02-14T18:02Z [---] followers, [--] engagements


"Oscar Health (OSCR): Pirates Dont Wait for Calm Seas I tell our employees here Oscar is a pirate ship filled with cannons among Spanish galleons filled with gold. All we have to do is take their business - Mark T. Bertolini CEO of Oscar Health Oscar http://x.com/i/article/1886900813727203328 http://x.com/i/article/1886900813727203328"  
[X Link](https://x.com/anyuser/status/2020620077733748935)  2026-02-08T22:05Z [---] followers, 58.4K engagements


"The model forecasted +39% growth in $OSCR revenues (screen below) while guidance now points to an impressive +62%. What was missing The [----] price increase announced today at +28% much higher than in the past. Factoring it in brings the forecasted growth much closer to the guidance. The revenue guidance is real. If the MLR returns to its historical average things will get very interesting. https://t.co/E6t5uHdrAt https://t.co/E6t5uHdrAt"  
[X Link](https://x.com/anyuser/status/2021356233622430106)  2026-02-10T22:50Z [---] followers, [----] engagements


"Analysts' BEST $OSCR revenue estimate for [----] was 16.6B USD. Management is guiding for at least 18.7B USD in [----]. https://twitter.com/i/web/status/2021183892837769276 https://twitter.com/i/web/status/2021183892837769276"  
[X Link](https://x.com/anyuser/status/2021183892837769276)  2026-02-10T11:26Z [---] followers, [----] engagements


"There are only two companies in the world with: ✅ Mkt Cap 2Bn USD ✅ Tech Sector ✅ Fwd P/E [--] ✅ Last 5Y Sales CAGR 25% ✅ D/E [---] ✅ Analysts' Recommendations: Strong Buy ✅ Constantly Positive Sales & EPS Surprise One of these two is $ZETA. What else do you need @dsteinberg10000 @TheRonnieVShow @wealthmatica @QualityInvest5 @riyadosofian @foliotrail @MMatters22596 @danielnewmanUV @EndicottInvests"  
[X Link](https://x.com/anyuser/status/1996329336719437923)  2025-12-03T21:22Z [---] followers, [----] engagements


"President Trump is set to propose a new framework to extend Obamacare/ACA subsidies for [--] years and modify them including income caps at 7x the federal poverty line and minimum premium requirements. Source: Bullish for $OSCR $MOH and $CNC if true. Beware: Politico was by a large margin the newspaper most confident on ACA subsidies renewal during the shutdown which eventually did not happen. Very positive rumors but still rumors. https://www.politico.com/news/2025/11/23/white-house-to-propose-new-health-care-framework-00666701"  
[X Link](https://x.com/anyuser/status/1992918161155412049)  2025-11-24T11:28Z [---] followers, [---] engagements


"$OSCR is: - The only health insurer whose MLR decreased QoQ - The health insurer with the lowest MLR Quite relevant given the low margin industry they are in 💪 $CNC $UNH $HUM $MOH $ELV $CVS $CLOV"  
[X Link](https://x.com/anyuser/status/1986436249234620855)  2025-11-06T14:11Z [---] followers, 85.1K engagements


"$HIMS credit card data (R 90% highly significant revenue indicator) shows flat revenues since March even on last weeks. Without increased organic revenue growth (excluding Zava acquisition) momentum may weaken. Still optimistic about the thesis btw $HIMS has strong growth potential but the time to ramp up sales again is now. Otherwise at this pace we could have a single digit to 0% YoY organic revenue growth in Q4 which would be unprecedented. $HIMS fundamentals continue to advance towards an exponential inflection point. A few months of dull price action havent changed the thesis."  
[X Link](https://x.com/anyuser/status/1975184270881956068)  2025-10-06T13:00Z [---] followers, [---] engagements


"$HIMS fundamentals continue to advance towards an exponential inflection point. A few months of dull price action havent changed the thesis"  
[X Link](https://x.com/anyuser/status/1974282653495972251)  2025-10-04T01:17Z 117K followers, 42.8K engagements


"$OSCR House Republicans launch bill to extend health subsidies past midterms. ACA renewal from mere speculation to real possibility. $UNH $ELV $CI $MOH $CNC https://www.politico.com/news/2025/09/04/aca-enhanced-tax-credits-extension-00544565 https://www.politico.com/news/2025/09/04/aca-enhanced-tax-credits-extension-00544565"  
[X Link](https://x.com/anyuser/status/1963838801882599508)  2025-09-05T05:37Z [---] followers, 17.5K engagements


"Looks like were in good company: Warren Buffetts $BKR is in $UNH But the thesis still has to unfold this is just the start and another sign theres at least some value in this pick. 📉 This $UNH chart is incredibly revealing. Lets break it down and let me know what you think 💬 UnitedHealth reported a high Medical Loss Ratio (MLR) of 89% above historical norms. That crushed earnings to just $3.4B. Remember: insurance is a low-margin biz. Every 1% https://t.co/wsrnF3FGNE 📉 This $UNH chart is incredibly revealing. Lets break it down and let me know what you think 💬 UnitedHealth reported a high"  
[X Link](https://x.com/anyuser/status/1956110202198950176)  2025-08-14T21:46Z [---] followers, [---] engagements


"📉 This $UNH chart is incredibly revealing. Lets break it down and let me know what you think 💬 UnitedHealth reported a high Medical Loss Ratio (MLR) of 89% above historical norms. That crushed earnings to just $3.4B. Remember: insurance is a low-margin biz. Every 1% surprise in MLR = major earnings pain. And legally MLR can't fall below 80% so there's a cap on profitability by design. Stock Reaction UNH sold off hard. Its now back to 2019/2020 price levels which could make sense from a P/E perspective since the net income today is about the same as back then. But heres the kicker: Revenues"  
[X Link](https://x.com/anyuser/status/1950680987949563969)  2025-07-30T22:12Z [---] followers, 15.1K engagements


"This is a strong and detailed analysis of PAGAYA from @mvcinvesting and was very timely looking at the nice price action $PGY had. It seems like this company is finally gaining traction after several difficult years. That said concerns remain. Ive followed the company since [----] watching its share price climb to $30 in August [----] before falling back to $8. In my view the business is inherently cyclical and perhaps too fragile. It is cyclical because its performance is tied to interest rate levels which affect the risk profile of its loan pool and to the broader economic environment. It is"  
[X Link](https://x.com/anyuser/status/1954125077835858301)  2025-08-09T10:18Z [---] followers, [----] engagements


"I just published my detailed review of $PGY's Q2 Earnings Report. Feel free to check it out. 🤝🏻 I'm currently reviewing $PGY's Q2 results. You can expect a full article later today. I'm currently reviewing $PGY's Q2 results. You can expect a full article later today"  
[X Link](https://x.com/anyuser/status/1953889694464327959)  2025-08-08T18:42Z 84.8K followers, 47K engagements


"$HIMS Core flat QoQ Core: Q1 356m vs Q2: 355m GLP-1s: Q1 230m vs Q2: 190m Total: Q1 586m vs Q2 545m As anticipated until today the growth was mostly GLP dependent. To meet the 2.3-2.4 Bln revenue for FY [----] they must increase Q3 revenues to 580m and Q4 revenues to 640m. How to change the trend fast Hair gummies maybe are not enough lab testing and other verticals may take a while to contribute Zava could be no more than a 50m addition in H2. This is why the marketing on web/newspaper is basically only about personalized GLP that is probably one of the few ways - maybe the only one - to meet"  
[X Link](https://x.com/anyuser/status/1952481213035532626)  2025-08-04T21:26Z [---] followers, [---] engagements


"🚨 $HIMS CORE BUSINESS DECLINED QoQ Revenue totals: Q1: 586m Q2: 545m GLP-1s: Q1: 230m Q2: 190m Core: Q1: 356m Q2: 355m $HIMS GLP-1 REVENUE SO FAR IN 2025: Q1 - $230M Q2 - $190M (without commercial-dose sema) The FY'25 weight loss guide of $725M will be obliterated as long as $HIMS is able to continue selling GLP-1s $HIMS GLP-1 REVENUE SO FAR IN 2025: Q1 - $230M Q2 - $190M (without commercial-dose sema) The FY'25 weight loss guide of $725M will be obliterated as long as $HIMS is able to continue selling GLP-1s"  
[X Link](https://x.com/anyuser/status/1952471025565761913)  2025-08-04T20:45Z 38.4K followers, 57K engagements


"Positive news for $HIMS. As said by the experts hosted in the @himshouse podcast a lawsuit is risky for $NOVO too since their patents would be challenged in court. 🚨 BREAKING: MYLAN WINS FIRST LEGAL BATTLE AGAINST NOVO NORDISK PATENT #003 FOR SEMAGLUTIDE STRUCK DOWN - [--] more patents to go before Mylan can sell generic semaglutide in the U.S. - Other rulings happening soon $HIMS $NVO $LLY FULL STORY BY @MANONTHEPEN LINKED BELOW https://t.co/zu6cbtIY55 🚨 BREAKING: MYLAN WINS FIRST LEGAL BATTLE AGAINST NOVO NORDISK PATENT #003 FOR SEMAGLUTIDE STRUCK DOWN - [--] more patents to go before Mylan can"  
[X Link](https://x.com/anyuser/status/1948397238285160907)  2025-07-24T14:57Z [---] followers, [----] engagements


"🚨 BREAKING: MYLAN WINS FIRST LEGAL BATTLE AGAINST NOVO NORDISK PATENT #003 FOR SEMAGLUTIDE STRUCK DOWN - [--] more patents to go before Mylan can sell generic semaglutide in the U.S. - Other rulings happening soon $HIMS $NVO $LLY FULL STORY BY @MANONTHEPEN LINKED BELOW"  
[X Link](https://x.com/anyuser/status/1948383400806551942)  2025-07-24T14:02Z 38.4K followers, 34.8K engagements

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