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[@stkmstr22](/creator/twitter/stkmstr22)
"@TheLongInvest $ELV tomorrow is a catalyst as is $UNH earnings next week. DOJ likely tossing the fraud case in November and ACA subsidies to be passed as well. Trump wants to bail out the farmers democrats want more health care spending - meet in the middle to everyones benefit. Bullish"  
[X Link](https://x.com/stkmstr22/status/1980293655580852402) [@stkmstr22](/creator/x/stkmstr22) 2025-10-20T15:22Z XX followers, XXX engagements


"$TMO so many long term trends. Pharma reshoring A&G recovery pharma spend recovery patent cliff ahead - more tool spend and continued shift to biologics"  
[X Link](https://x.com/stkmstr22/status/1981107907862450297) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:18Z XX followers, XX engagements


"I am of the view of allocating dollars now to laggards and selling into AI based strength removing overweight mega caps and buying crushed blue chips. Names like $PEP $UPS $REXR $ODFL $CNWSF"  
[X Link](https://x.com/stkmstr22/status/1981108245768130646) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:19Z XX followers, XX engagements


"Reminder $GDX and its constituents are materially under owned. Sell side still projecting sub $3700 on realized gold price for 26/27 is outrageous"  
[X Link](https://x.com/stkmstr22/status/1981108817011314996) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:22Z XX followers, XXX engagements


"$XAU gold is not in a bubble. Fiat currencies continued to be devalued vs gold central banks dumping USD for gold and selling treasuries like hot cakes for the metal. These are price insensitive buyers"  
[X Link](https://x.com/stkmstr22/status/1981108818575839507) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:22Z XX followers, XX engagements


"@TheLongInvest Moving averages on the VIX Thats a first"  
[X Link](https://x.com/stkmstr22/status/1980437440713335083) [@stkmstr22](/creator/x/stkmstr22) 2025-10-21T00:54Z XX followers, XXX engagements


"How could I forget $UNH and $OWL"  
[X Link](https://x.com/stkmstr22/status/1981108881591062758) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:22Z XX followers, XXX engagements


"$MOH $ELV $CNC screwed up by not being more conservative earlier in the year choosing to reiterate rather than guide down or widen downside range - deserving haircut. $UNH on the other hand sand bags their earnings and front runs the rest of the MCO market"  
[X Link](https://x.com/stkmstr22/status/1981107305702904030) [@stkmstr22](/creator/x/stkmstr22) 2025-10-22T21:16Z XX followers, XXX engagements


"@FishtownCap Medicare is like XX% of UNH insurance segment revenue. Im of the view they sandbagged this whole rest of the year. To allow for beat/raise beginning next year historically UNH has guided conservatively as well. Maybe all MCOs get pulled down like priv credit linked names"  
[X Link](https://x.com/stkmstr22/status/1981201411309543699) [@stkmstr22](/creator/x/stkmstr22) 2025-10-23T03:30Z XX followers, XXX engagements