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[@EliInvests](/creator/twitter/EliInvests)
"$MOH with a scythe to my portfolio-marketplace dragging solid Medicaid performance. Frustrating part is I neither trimmed nor hedged my position because I think ACA subsidies will be extended in the short term future and that led to a big hammer to the position here"  
[X Link](https://x.com/EliInvests/status/1981097906150265207) [@EliInvests](/creator/x/EliInvests) 2025-10-22T20:38Z XXX followers, 1609 engagements


"$MOH Management really dropped the bag here quote from transcript Q2 earnings "full year 2025 adjusted earnings to be no less than $XXXXX per diluted share." Now they're guiding to $XXXXX EPS. Q1 they guided to XXXXX. Management malpractice-call will be interesting"  
[X Link](https://x.com/EliInvests/status/1981102083815461036) [@EliInvests](/creator/x/EliInvests) 2025-10-22T20:55Z XXX followers, XXX engagements


"@rhysdiab I would be far more understanding if $ELV hadn't just reaffirmed their Q2 guide. $ELV was ironically more pessimistic on Medicaid but $MOH is saying the issue is ACA driven. We'll see about $CNC next week"  
[X Link](https://x.com/EliInvests/status/1981110071867429219) [@EliInvests](/creator/x/EliInvests) 2025-10-22T21:27Z XXX followers, XXX engagements