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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


"Two stocks. One macro setup. X Brinker Intl (NYSE: $EAT) ✅ XX% traffic surge at Chilis ✅ Inflation-smart value-focused dining ✅ Big upside as rates fall 🔗 X Amentum (NYSE: $AMTM) ✅ Post-spin gov contractor ✅ Cost-plus contracts = inflation armor ✅ High leverage = rate-cut rocket fuel 🔗 Built for the Feds pivot. Priced for mispricing. #Investing #RateCuts #StockMarket #MacroStrategy #FederalReserve #ValueStocks #Fintwit"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1945114947517583600) 2025-07-15 13:35:16 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


"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


"🧠 Rates peaked. Inflations fading. The Feds next move Cuts. Heres why $IEF is the bond ETF to watch in 2025 👇 #IEF #BondETF #RateCuts #Treasuries #FixedIncome #MacroInvesting #iShares #Duration #Inflation #FederalReserve #MacroHint"  
![@MacroHint Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1437134269630013441.png) [@MacroHint](/creator/x/MacroHint) on [X](/post/tweet/1946296645403992342) 2025-07-18 19:50:55 UTC XXX followers, XX 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