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[@MacroHint](/creator/twitter/MacroHint)
"🚨 STOCK ALERT 🚨 $CNC & $MOH took a HIT today. and heres why it matters 🧵👇 🩺 Health insurers are spiraling the risk pool just got a lot sicker. 💥 Summary: $CNC (Centene): -X% $MOH (Molina): -XX% U.S. health insurance market rattled by Medicaid redeterminations Sicker more expensive enrollees are back on private plans 🔁 Lower margins higher costs = investor panic 📉 The Core Issue: CMS data shows many Medicaid drop-offs are re-enrolling in ACA exchanges making the private pool older & less healthy. 🧠 Translation: More claims. Higher costs. Lower profits. Insurers didnt price this in and"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1940520695739363408) 2025-07-02 21:19:21 UTC XXX followers, XXX engagements


"Elevance Health just took its medicine now guiding 2025 EPS to $XX. 📉 ACA & Medicaid costs are dragging 🤖 Carelon still growing strong 💊 This is margin repair not expansion Read the full breakdown here #Elevance #ELV #ACA #Medicaid #EPScut #HealthStocks #ManagedCare #MacroHint #EarningsSeason #HealthcareInvesting #trump"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945875561017983270) 2025-07-17 15:57:41 UTC XXX followers, XX engagements


"Capital One (NYSE: COF) just bought Discover in a $35B all-stock megadeal. Now its the #1 credit card issuer in the U.S.and finally owns its own payment rails. With rate cuts looming this could be the most underappreciated bank stock for 2025. 🔎 Read more: #Stocks #Investing #BankStocks #CapitalOne $COF $DFS $V $MA"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1948112962360688797) 2025-07-23 20:08:19 UTC XXX followers, XX engagements


"🏗 Dover (DOV) is built for a rate-cut world. ✔ Cyclical boom ahead ✔ Cleanenergy & infrastructure plays ✔ 65+ years of dividend growth Discover why this quiet industrial powerhouse could be one of the best plays of 2025: 👇"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947795533134713003) 2025-07-22 23:06:58 UTC XXX followers, XX engagements


"🚨 New on MacroHint: UnitedHealth (UNH) hits a 5-year low amid Medicare fraud probe buying opp or giant red flag 👉 Becton Dickinson (BDX) offloads Life Sciences in a $17.5B deal tariff-insulated and rate-cut ready 👉 Is Burger King a money-laundering front (Just kidding unless) 👉 #UNH #BDX #BurgerKing #QSR #investing #healthcare #Fed #tariffs #macroeconomics #Finance"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947701049474601195) 2025-07-22 16:51:31 UTC XXX followers, XXX engagements


"CVS is sitting on a goldmineand trading like a drugstore. A split into HealthCo + RetailCo could unlock +80110% upside in value. Break up the bloat. Unlock the billions.👇 #CVS #StockMarket #HealthcareStocks #SpinOffs #ValueInvesting #ShareholderValue #ActivistInvesting #PBM #MedicareAdvantage #RetailPharmacy"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945109008383131906) 2025-07-15 13:11:40 UTC XXX followers, XX engagements


"Matt Halbower just bet $1B+ on Fannie & Freddie preferred shares not the commons. Hes betting Trump wins Mnuchin returns and common stock gets diluted into dust. This isnt Ackmans moonshot its a capital structure play. 🔗 #FannieMae #FreddieMac #PreferredShares #HedgeFunds #TrumpTrade #FinanceTwitter"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945879220359442942) 2025-07-17 16:12:13 UTC XXX followers, XX engagements


"3 stories. X angles. All signal no fluff. 🩺 Why UnitedHealths Amedisys deal isnt dead yet 🧬 The under-the-radar medtech stock Maverick Capital just bought 🎨 And the most colorful tech IPO of 2025: Figma ($FIG)👇 Dive in:"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947793170936304088) 2025-07-22 22:57:34 UTC XXX followers, XXX engagements


"1 Union Pacific + CSX/NSC Regulators might actually approve it. Minimal overlap. STB holds the leash. 👉 X Paramount + Skydance Messybut still likely to close. XX% spread. Litigation deal killer. 👉 #MergersAndAcquisitions #UnionPacific #CSX #NSC #Paramount #Skydance #PARAstock #MediaMergers #FreightRail #Investing #DealFlow #ArbitrageOpportunities #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946222407674429876) 2025-07-18 14:55:55 UTC XXX followers, XX engagements


"Chipotles burritos went flat. Molinas margins went missing. Tesla Still chasing the robotaxi dream. What just happened with $CMG $MOH and $TSLA and why it matters.👇 #stocks #earnings #Tesla #Chipotle #Molina #investing #Q22025 #stockmarket #CMG #MOH #TSLA"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1948400871013802219) 2025-07-24 15:12:21 UTC XXX followers, XXX engagements


"💧 Primo Brands (PRMB) just became the most rate-sensitive tariff-proof stock youre not watching. With Fed cuts coming and water always in demand this post-merger juggernaut is set to flow fast and free. 📈 Read now: #PRMB $PRMB #StockMarket #FedCuts #DividendStocks #ConsumerStaples #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947308188157550736) 2025-07-21 14:50:25 UTC XXX followers, XX engagements


"🚨 Centene just nuked $20B40% stock plunge after mispriced $1.8B in ACA risk and Medicaid costs explode. But while investors burned execs flew off to ski in Aspen. 🏔 Shareholders deserve accountabilitynot hot cocoa at 8K ft. Read more 🔗 #Centene #CNC #StockCrash #Healthcare #ACArisk #Medicaid #ExecutiveAccountability #Aspen"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947674599828623577) 2025-07-22 15:06:25 UTC XXX followers, XX engagements


"📉 No debt. 🖊 Pure SaaS. 🌍 Tariff-proof. 📈 Macro tailwinds ahead. Docusign (DOCU) isnt just digital paperworkits a quietly powerful inflation-resilient stock set to thrive as rates fall. Full breakdown: #DOCU #TechStocks #MacroInvesting #SaaS #DebtFree #RateCuts #InflationHedge #TariffProof #DigitalTransformation"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946306635959296064) 2025-07-18 20:30:37 UTC XXX followers, XX engagements