[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.] [@MacroHint](/creator/twitter/MacroHint) "๐จ STOCK ALERT ๐จ $CNC & $MOH took a HIT today. and heres why it matters ๐งต๐ ๐ฉบ Health insurers are spiraling the risk pool just got a lot sicker. ๐ฅ 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 ๐ Lower margins higher costs = investor panic ๐ The Core Issue: CMS data shows many Medicaid drop-offs are re-enrolling in ACA exchanges making the private pool older & less healthy. ๐ง Translation: More claims. Higher costs. Lower profits. Insurers didnt price this in and"  [@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. ๐ ACA & Medicaid costs are dragging ๐ค Carelon still growing strong ๐ This is margin repair not expansion Read the full breakdown here #Elevance #ELV #ACA #Medicaid #EPScut #HealthStocks #ManagedCare #MacroHint #EarningsSeason #HealthcareInvesting #trump"  [@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. ๐ Read more: #Stocks #Investing #BankStocks #CapitalOne $COF $DFS $V $MA"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1948112962360688797) 2025-07-23 20:08:19 UTC XXX followers, XX engagements "๐ Dover (DOV) is built for a rate-cut world. โ Cyclical boom ahead โ Cleanenergy & infrastructure plays โ 65+ years of dividend growth Discover why this quiet industrial powerhouse could be one of the best plays of 2025: ๐"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947795533134713003) 2025-07-22 23:06:58 UTC XXX followers, XX engagements "๐จ New on MacroHint: UnitedHealth (UNH) hits a 5-year low amid Medicare fraud probe buying opp or giant red flag ๐ Becton Dickinson (BDX) offloads Life Sciences in a $17.5B deal tariff-insulated and rate-cut ready ๐ Is Burger King a money-laundering front (Just kidding unless) ๐ #UNH #BDX #BurgerKing #QSR #investing #healthcare #Fed #tariffs #macroeconomics #Finance"  [@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.๐ #CVS #StockMarket #HealthcareStocks #SpinOffs #ValueInvesting #ShareholderValue #ActivistInvesting #PBM #MedicareAdvantage #RetailPharmacy"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945109008383131906) 2025-07-15 13:11:40 UTC XXX followers, XX engagements "Matt Halbower just bet $1B+ on Fannie & Freddie preferred shares not the commons. Hes betting Trump wins Mnuchin returns and common stock gets diluted into dust. This isnt Ackmans moonshot its a capital structure play. ๐ #FannieMae #FreddieMac #PreferredShares #HedgeFunds #TrumpTrade #FinanceTwitter"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945879220359442942) 2025-07-17 16:12:13 UTC XXX followers, XX engagements "3 stories. X angles. All signal no fluff. ๐ฉบ Why UnitedHealths Amedisys deal isnt dead yet ๐งฌ The under-the-radar medtech stock Maverick Capital just bought ๐จ And the most colorful tech IPO of 2025: Figma ($FIG)๐ Dive in:"  [@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. ๐ X Paramount + Skydance Messybut still likely to close. XX% spread. Litigation deal killer. ๐ #MergersAndAcquisitions #UnionPacific #CSX #NSC #Paramount #Skydance #PARAstock #MediaMergers #FreightRail #Investing #DealFlow #ArbitrageOpportunities #MacroHint"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946222407674429876) 2025-07-18 14:55:55 UTC XXX followers, XX engagements "๐ง Rates peaked. Inflations fading. The Feds next move Cuts. Heres why $IEF is the bond ETF to watch in 2025 ๐ #IEF #BondETF #RateCuts #Treasuries #FixedIncome #MacroInvesting #iShares #Duration #Inflation #FederalReserve #MacroHint"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946296645403992342) 2025-07-18 19:50:55 UTC XXX followers, XX engagements "๐ง 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. ๐ Read now: #PRMB $PRMB #StockMarket #FedCuts #DividendStocks #ConsumerStaples #MacroHint"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947308188157550736) 2025-07-21 14:50:25 UTC XXX followers, XX engagements "๐จ 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. ๐ Shareholders deserve accountabilitynot hot cocoa at 8K ft. Read more ๐ #Centene #CNC #StockCrash #Healthcare #ACArisk #Medicaid #ExecutiveAccountability #Aspen"  [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1947674599828623577) 2025-07-22 15:06:25 UTC XXX followers, XX engagements "๐ No debt. ๐ Pure SaaS. ๐ Tariff-proof. ๐ 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](/creator/x/MacroHint) on [X](/post/tweet/1946306635959296064) 2025-07-18 20:30:37 UTC XXX followers, XX 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.]
@MacroHint
"๐จ STOCK ALERT ๐จ $CNC & $MOH took a HIT today. and heres why it matters ๐งต๐ ๐ฉบ Health insurers are spiraling the risk pool just got a lot sicker. ๐ฅ 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 ๐ Lower margins higher costs = investor panic ๐ The Core Issue: CMS data shows many Medicaid drop-offs are re-enrolling in ACA exchanges making the private pool older & less healthy. ๐ง Translation: More claims. Higher costs. Lower profits. Insurers didnt price this in and" @MacroHint on X 2025-07-02 21:19:21 UTC XXX followers, XXX engagements
"Elevance Health just took its medicine now guiding 2025 EPS to $XX. ๐ ACA & Medicaid costs are dragging ๐ค Carelon still growing strong ๐ This is margin repair not expansion Read the full breakdown here #Elevance #ELV #ACA #Medicaid #EPScut #HealthStocks #ManagedCare #MacroHint #EarningsSeason #HealthcareInvesting #trump" @MacroHint on X 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. ๐ Read more: #Stocks #Investing #BankStocks #CapitalOne $COF $DFS $V $MA" @MacroHint on X 2025-07-23 20:08:19 UTC XXX followers, XX engagements
"๐ Dover (DOV) is built for a rate-cut world. โ Cyclical boom ahead โ Cleanenergy & infrastructure plays โ 65+ years of dividend growth Discover why this quiet industrial powerhouse could be one of the best plays of 2025: ๐" @MacroHint on X 2025-07-22 23:06:58 UTC XXX followers, XX engagements
"๐จ New on MacroHint: UnitedHealth (UNH) hits a 5-year low amid Medicare fraud probe buying opp or giant red flag ๐ Becton Dickinson (BDX) offloads Life Sciences in a $17.5B deal tariff-insulated and rate-cut ready ๐ Is Burger King a money-laundering front (Just kidding unless) ๐ #UNH #BDX #BurgerKing #QSR #investing #healthcare #Fed #tariffs #macroeconomics #Finance" @MacroHint on X 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.๐ #CVS #StockMarket #HealthcareStocks #SpinOffs #ValueInvesting #ShareholderValue #ActivistInvesting #PBM #MedicareAdvantage #RetailPharmacy" @MacroHint on X 2025-07-15 13:11:40 UTC XXX followers, XX engagements
"Matt Halbower just bet $1B+ on Fannie & Freddie preferred shares not the commons. Hes betting Trump wins Mnuchin returns and common stock gets diluted into dust. This isnt Ackmans moonshot its a capital structure play. ๐ #FannieMae #FreddieMac #PreferredShares #HedgeFunds #TrumpTrade #FinanceTwitter" @MacroHint on X 2025-07-17 16:12:13 UTC XXX followers, XX engagements
"3 stories. X angles. All signal no fluff. ๐ฉบ Why UnitedHealths Amedisys deal isnt dead yet ๐งฌ The under-the-radar medtech stock Maverick Capital just bought ๐จ And the most colorful tech IPO of 2025: Figma ($FIG)๐ Dive in:" @MacroHint on X 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. ๐ X Paramount + Skydance Messybut still likely to close. XX% spread. Litigation deal killer. ๐ #MergersAndAcquisitions #UnionPacific #CSX #NSC #Paramount #Skydance #PARAstock #MediaMergers #FreightRail #Investing #DealFlow #ArbitrageOpportunities #MacroHint" @MacroHint on X 2025-07-18 14:55:55 UTC XXX followers, XX engagements
"๐ง Rates peaked. Inflations fading. The Feds next move Cuts. Heres why $IEF is the bond ETF to watch in 2025 ๐ #IEF #BondETF #RateCuts #Treasuries #FixedIncome #MacroInvesting #iShares #Duration #Inflation #FederalReserve #MacroHint" @MacroHint on X 2025-07-18 19:50:55 UTC XXX followers, XX engagements
"๐ง 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. ๐ Read now: #PRMB $PRMB #StockMarket #FedCuts #DividendStocks #ConsumerStaples #MacroHint" @MacroHint on X 2025-07-21 14:50:25 UTC XXX followers, XX engagements
"๐จ 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. ๐ Shareholders deserve accountabilitynot hot cocoa at 8K ft. Read more ๐ #Centene #CNC #StockCrash #Healthcare #ACArisk #Medicaid #ExecutiveAccountability #Aspen" @MacroHint on X 2025-07-22 15:06:25 UTC XXX followers, XX engagements
"๐ No debt. ๐ Pure SaaS. ๐ Tariff-proof. ๐ 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 on X 2025-07-18 20:30:37 UTC XXX followers, XX engagements
/creator/twitter::1437134269630013441/posts