[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.] [@SayNoToTrading](/creator/twitter/SayNoToTrading) "BREAKING: Berkshire Hathaway $BRK.A $BRK.B supposedly tapped $GS for $CSX takeover. Possibly but less likely $NSC. Pissed. You know it will be cash deal if it happens. I just finished building by CSX position"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947406898904678696) 2025-07-21 21:22:40 UTC 6266 followers, 3361 engagements "Nibble add on Copart $CPRT stock down XX% on earnings. An unusually large move for this name and historically it often rebounds somewhat before close. But this is not a great price. I know Copart is never at a great price but keep in mind that throughout March it was $52-53 for an extended period. Q3 last year $XX if you were quick. I only intend to hold the lowest cost XXX share lot I add today"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1925920590092796398) 2025-05-23 14:23:45 UTC 6263 followers, 4843 engagements "Medpace $MEDP earnings what the hell Working out will review later"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947392561850814696) 2025-07-21 20:25:42 UTC 6263 followers, 8568 engagements "Was just about to hop in shower when I noticed $MUSA Murphy USA volatility. This is actually quite usual for the name. +50 shares at $XXXXXX. My highest cost lot is $XXXXXX. $ANCTF $ATD $ATD.TO getting interesting here too but I will wait for $45.xx USD"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1901654694059278407) 2025-03-17 15:19:44 UTC 6260 followers, XXX engagements "@ericfredfisher Looks like the P&C insurers as well as brokers like $BRO might be coming down in price for a while. In the case of BRO though it's that acquisition which is weighing most I think"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946066012610383997) 2025-07-18 04:34:28 UTC 6217 followers, XX engagements "Yes I own 5500 shares of $GOOG but a couple more examples of why their AI is a joke: X. Last week I search for elv earnings and it thinks Im asking about $ELAN instead of $ELV. I mean I typed the exact ticker it was on earnings day and they are much larger market cap. X. Today in a Gmail account in regular inbox not promotions. This obvious spam for a $UNH Medicare kit which apparently is a first aid kit rather than insurance plan. Given budget cuts maybe just band-aid and gauze does make sense though"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947514064919294420) 2025-07-22 04:28:30 UTC 6263 followers, 2256 engagements "@BillBrewsterTBB Would go there regularly when at my cottage for things like 9V batteries. $X vs. $X on $AMZN. A lot of people who shop at $DG $DLTR are not doing much online shopping either due to limited access to credit and debit cards"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945206930525290988) 2025-07-15 19:40:47 UTC 6263 followers, XXX engagements "@Macmengss Speaking of MA notice I almost never talk about $HUM. Hate that one"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946227538365419822) 2025-07-18 15:16:18 UTC 6265 followers, XXX engagements "I am helping someone who inherited a managed retirement account. This is what they've got: ETFs: $GLD $VEA $VTV $VUG $VWO $VXF Mutual funds: $MALOX $PADZX $TGBAX $VBTLX Goal is to rotate into individual high quality equities with a little more speculative growth sprinkled in. Much of this is just S&P tracking with a bit of variance so no strong opinions or hurry on those. Some will likely be kept. However I do have strong dislike for $VWO Vanguard FTSE Emerging Markets. It might as well be re-branded a China ETF. For exposure to China much prefer LVMH $LVMHF $LVMUY $MC.PA here. I also think"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935393438301864068) 2025-06-18 17:45:28 UTC 6213 followers, 4539 engagements "Copart $CPRT as previously mentioned $47-48 is what I want for adds. But we dont always get what we want. Hence another XXX today"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1928520168344637659) 2025-05-30 18:33:32 UTC 6261 followers, 2367 engagements "@OttoPalacios9 Im telling you health insurance for 2026-2028 will be like what happened with homeowners and auto from 2021-2024. The BBB will be so inflationary for healthcare"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946443006480920646) 2025-07-19 05:32:30 UTC 6224 followers, XXX engagements "@vinod_potturi No way and speaking of my tickers starting with C I own your employer - go $CMI"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940432570812080338) 2025-07-02 15:29:11 UTC 6179 followers, XXX engagements "Danaher $DHR and Thermo-Fisher Scientific $TMO get so much love but Mettler-Toledo $MTD stock is another long term compounder in the life sciences space that is under the radar of many. A $10000 investment XX years ago would be worth $867493 compared to just $97748 if you just invested in $SPY. As with $DHR $TMO Bruker $BRKR and other tool and supply providers for pharma and biotech $MTD has retreated a fair amount from highs. I have XXX shares of Mettler-Toledo and will add more if/when it cross below $1000"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1899201846885113945) 2025-03-10 20:53:00 UTC 6263 followers, 1248 engagements "Im not going to dispute this fact about $OSCR. In all fairness he didnt say if its a generation of a human or housefly. If housefly its XX days and that was last time we were at this price"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943887288226009495) 2025-07-12 04:16:59 UTC 6265 followers, 4954 engagements "Don't really want to talk about politics on here but this is directly related to health insurers specifically Molina $MOH and Elevance $ELV. Today Newsom said he now only wants to give legal immigrants free health insurance. Up until now illegal have qualified for it too. When I saw that first name that came to mind was Molina $MOH. Asked Grok who else covers the most and below was the answer. I own Elevance and Molina and am not really concerned as to fiscal impacts just interested in development. By the way Molina is the most innovative small player after $OSCR Oscar. When I moved to"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1922715535319478392) 2025-05-14 18:08:00 UTC 6263 followers, 7348 engagements "I think I'm among the most open on here showing you both wins and losses. I'm not selling a sub or anything so no ulterior motive in my journaling. People who follow me know that for years I have owned $UNH $ELV $CNC $OSCR $MOH and previously $HUM. Humana was a mistake. I lost money and should have never bought in first place. Always stick with the highest quality. $UNH $HUM for Medicare Advantage and of course UNH best for a lot of other things too. $CNC and $MOH best for Medicaid and subsidized. $OSCR best for disruptive growth been in since $X. Some people act like I just got into $UNH in"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1931500054306750956) 2025-06-07 23:54:33 UTC 6231 followers, 13.3K engagements "@qcapital2020 Have heard the same and why I finally bought $MORN in April"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946336388086956042) 2025-07-18 22:28:50 UTC 6263 followers, XXX engagements "I know AutoZone $AZO has 6570 stores and O'Reilly Automotive $ORLY has 6400+ but just mentioning this for shareholders outside of LA because it doesn't make national news. There are headlines like this every couple weeks where their stores get decimated. During the riots at least one was totally burnt to the ground. I don't believe their insurance pays for lost biz during reconstruction. I know we're only talking about this happening to 1/500 to 1/1000 stores but still pisses me off"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947309916471144886) 2025-07-21 14:57:18 UTC 6264 followers, 3450 engagements "@retaox Reinsurance makes me so nervous because of blowup risks. I have owned $EG before but was never comfortable with it"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946708346230444515) 2025-07-19 23:06:52 UTC 6249 followers, XXX engagements "A lot of people are asking about the emergency rate increases insurers are seeking: Medicaid: Yes amendments allowed mid-year with CMS approval if costs shift significantly. State deadlines (mid-2025 for 2026) can be bypassed for justified changes. $MOH and $CNC have highest exposure. $UNH and $ELV much lower. ACA Marketplace: Yes revisions allowed before final approval (Aug-Sep 2025) even past initial deadlines (May-Jul 2025). $OSCR is primarily marketplace. Odds of success Per Grok X 60-90% chance for meaningful hikes. Stronger in ACA (routine approvals) than Medicaid (state budget"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947537341817753744) 2025-07-22 06:01:00 UTC 6266 followers, 4390 engagements "@SpacemanZN @amitisinvesting Yes likewise for $CNC and $MOH here. Out of all X $CNC Centene is best risk/reward here. But when retail plows into $OSCR theres no telling how high it goes in near term"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935403738400972964) 2025-06-18 18:26:23 UTC 6263 followers, 1076 engagements "Paychex $PAYX down X% today. Why should you buy it Why should you not Every time this name gets a dip I always pull up the long term chart and am reminded of the subpar gains vs. S&P $VOO. Don't get me wrong it's not awful. But during many long term timeframes to match of beat the S&P you have to include dividends reinvested. In recent years I am actively trying to reduce dividend income not increase it. Today's drop places yield a hair above 3%. Which is nice if that's what you're looking for. In terms of the bigly payroll processors $PAYX is second to $ADP. I don't like ADP either but"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1937876257934639375) 2025-06-25 14:11:18 UTC 6204 followers, 2830 engagements "CNBC on while working out and Carter Worth says now its time to buy homebuilders. $NVR $LEN $DHI $PHM $TOL etc. are over XX% higher than X weeks ago when he said no. Why does everyone like to buy stocks AFTER they have already gone up"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943062696875954202) 2025-07-09 21:40:21 UTC 6261 followers, 2882 engagements "How much window dressing goes on with a fund's holdings Take $PWRD TCW Transform Systems ETF. These are top XX holdings. Not even an option for next page or expand full holdings and see the other XX% of fund's weight. Sure you can download an Excel file and figure it out but no one bothers. Even with big guys like $BLK and $IVZ I'm seeing this a lot more the past couple years where you can't view past top XX stocks without downloading a file. Sometimes they're zipped even more of a deterrent. When everyone puts $GEV or whatever in their top XX then sentiment changes funds stampede sell to"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947344325236662339) 2025-07-21 17:14:01 UTC 6266 followers, 1694 engagements "Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie I am conflicted and here's why. I invested in $AZEK for same reason I invest in Carlisle $CSL Builders Firstsource $BLDR and Trex $TREX because they offer proprietary products with higher margins. Contrast that to James Hardie which is largely commoditized products. Not that you can't make $$$ in those because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products similar to Masco $MAS. I own these X too. I bought Azek at the absolute lows in 2022 and"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1904916475040981133) 2025-03-26 15:20:53 UTC 6263 followers, 5246 engagements "@StockCompil Agreed. May want to do a compare and contrast with $KLAC the leader and smaller niche metrology co's like $ONTO and $NVMI. Also toss in Lasertec (Japanese)"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1907487733314105353) 2025-04-02 17:38:09 UTC 6260 followers, XXX engagements "Just based on watching and reading his articles and YT for several years. He also doesnt know what the hell hes talking about. Im shocked how little he knows often nothing about a company he covers. He just reads a description from elsewhere and sometimes doesnt even know how to pronounce the companys name. Then he relies on his Fast Graphs which as you know are highly variable depending on which time frame you cherry pick since they auto-adjust based on that. Their blended estimates are downright awful especially with value traps and during major distortions like Covid. As far as paid tools"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944902542040948940) 2025-07-14 23:31:15 UTC 6211 followers, XXX engagements "Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945675351352541423) 2025-07-17 02:42:07 UTC 6263 followers, 2882 engagements "Eaton $ETN vs. Hubbell $HUBB vs. Powell Industries $POWL vs. $EME Emcor Group If you love the secular electrification theme like I do and are intrigued by the selloffs in these names which are the best to be in long term As I've discussed before I like $EME and $POWL but do have concerns about this new normal of margins being sustainable. Plus while exercising the other day I noticed Powell got the famous Cramer kiss of death. So for me those two are tiny nibbles only which I've traded around on way down as to not lose money (working so far). $EME is construction and engineering while the"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1899132640789143783) 2025-03-10 16:18:00 UTC 6263 followers, 1475 engagements "Still time for y'all to shell out $XXX to "tune in to Jim Cramer's biggest event of the year" today. If you have anyway of finding out please share what he says to buy and not buy to invert like that $NVDA advice April 4th. Hoping he puts $UNH $CNC $ELV in the doghouse. Might load up on LEAPS if he does"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943672159626522857) 2025-07-11 14:02:09 UTC 6224 followers, 4542 engagements "Just saw the news about the US federal govt buying into $MP MP Materials stock. I guess my tracking position will remain so because I'm not adding to it at $XX. Lower $20s and now with this development up to the $30s would definitely consider"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943336975471395234) 2025-07-10 15:50:15 UTC 6214 followers, 4456 engagements "$KRMN Karman Holdings IPO in a few days. Can anyone point me towards a deep dive on this Can never have too much *good* defense in your portfolio. Based nearby in Huntington Beach yet I've never heard of it"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1887173363845775653) 2025-02-05 16:16:06 UTC 6220 followers, 1354 engagements "@amitisinvesting No one on X talks about it but $FERG will be added to S&P sooner or later"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946297679069540699) 2025-07-18 19:55:01 UTC 6263 followers, 1720 engagements "If you own $BYDDF which are BYD's H shares via $OTCM don't worry. Your stock did not fall 66%. There's a X for X split not yet reflected. So your broker will show a loss until they update this. $BYDDY are ADRs and should be up to date"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1932810120112845271) 2025-06-11 14:40:17 UTC 6245 followers, 3147 engagements "I have never liked $HLF and do think it's a scam. You can buy better supplements cheaper by simply going outside their MLM scheme. I also feel bad for the people who go into it to sell supplements thinking they will make money but don't. However just because you or I think something is a scam that doesn't necessarily mean it's illegal. Ackman's attack is leaving out the fact that procedural errors were made in claims submission. You or I may think it's wrong they weren't processed anyway on the first try despite errors but if someone submits incorrect paperwork and it gets denied is that"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945249401204826137) 2025-07-15 22:29:32 UTC 6262 followers, XX engagements "BitMine $BMNR stock reminds me of last year when $QXO went public via a merger between Jacobs Private Equity (Brad Jacob's firm) and public microcap SilverSun. Stock went crazy then crashed. Thomas (Tom) Lee (not drummer) but financial rockstar became board chair of BitMine X weeks ago. Basically plan is to make is the Strategy $MSTR of Ethereum instead of Bitcoin. After $250M PIPE and filing to sell up to $X billion in securities (translation: dilution) to support its accumulation strategy what is the current NAV of $BMNR Grok X tells me $XXXXX as of today. Current share price is $57."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944763868267597994) 2025-07-14 14:20:12 UTC 6263 followers, 3726 engagements "$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896081033352921523) 2025-03-02 06:12:00 UTC 6263 followers, 1203 engagements "In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1894184045862678550) 2025-02-25 00:34:03 UTC 6249 followers, XXX engagements "The $UNH and $ELV followers have been asking me a lot about Cigna $CI. As all X are high quality and less exposure to Medicaid with heavy focus on group health plans. No I have not bought and here's why. We are still way up for the year. You have $ELV and $UNH basically at X year lows flirting with the March/April 2020 Covid levels. $CI is still up XX% above the Jan 30th low which is when I last added. Like UnitedHealth and its Optum Rx Cigna has a major PBM Express Scripts which I also owned before they bought it. $ESRX delisted 2018. Simply put I'm going for the falling knives. Cigna hasn't"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946225875294519588) 2025-07-18 15:09:42 UTC 6260 followers, 6798 engagements "@TidefallCapital Thats from Q4 recently re-hashed. $ELV is alternative if you dont want any controversy"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946744115112321054) 2025-07-20 01:29:00 UTC 6251 followers, XXX engagements "$CNC a total disaster of course but did end up using the volatility in $ELV to swap out all my shares for slightly lower cost (shaved $X off the avg). Now all have today's buy date despite owning for years. A surprise could still happen for Elevance so not really looking to increase weight yet just cycle lower when possible. Works until it doesn't"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940431039907893511) 2025-07-02 15:23:06 UTC 6263 followers, 6762 engagements "@0xHorseman $DHI earnings lifting them all"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947687436500537638) 2025-07-22 15:57:25 UTC 6264 followers, XXX engagements "I was asked my opinion regarding the $UNH tweet by @BillAckman this morning. My opinion is the same as that of his dire $NFLX warnings in 2022 when stock was $178"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945180209327546876) 2025-07-15 17:54:36 UTC 6263 followers, 20.4K engagements "Some startling $UNH news came out. This is really going to wreck them. Do they hate females Next we may hear the race card. Lastly if they're called Nazis it's the finale. That's when we will know the haters have ran out of nonsense to say"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946043314505220540) 2025-07-18 03:04:16 UTC 6221 followers, 14.8K engagements "@RentYourStocks Yeah youre XX% safe and if Im wrong Ill be glad to be wrong"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945590501354414408) 2025-07-16 21:04:57 UTC 6263 followers, XXX engagements "Sadly $200k though can be spent in XX hours if you are in a severe car crash. You can easily rake up a couple mil and I'm not talking long term care from it. The benefit of health insurance even a low cost $10-20k deductible plan is the pre-negotiated rates on everything. Sticker prices can be as much as 10-20x more and you can't always negotiate on par with insurer even if you offer hospital/provider a suitcase of cash"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946711827494404394) 2025-07-19 23:20:42 UTC 6218 followers, XXX engagements "I own $LMT $NOC $GD $HII $LHX and related $TDG $HEI $HEIA and as much as I agree with Trump that cutting military budget in half would be good it will never happen. Defense co's are smart - operations spread nationwide in the backyard (and pocketbook) of every elected official"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1890186376773267704) 2025-02-13 23:48:44 UTC 6263 followers, 2478 engagements "Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939690864626036770) 2025-06-30 14:21:54 UTC 6264 followers, 2381 engagements "You will see I regularly criticize all insurers and UnitedHealth Group is no exception. As I said the other day Geico does all kinds of sketchy stuff but because Buffett sips Cherry Cokes and nibbles See's Candy his folksy persona makes people forget. I think the entire insurance industry is unscrupulous. The question for you I have is what major business are not They're all out to maximize profit. Every single one of them. Rather than get mad I get even by owning the stocks of companies I'm forced to pay money to"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945340563559211215) 2025-07-16 04:31:47 UTC 6263 followers, XXX engagements "If you think $AMZN is tapping out on improving delivery efficiencies consider this Quantity of X toothbrush heads in X order. Shipped in X different boxes with nothing else. If you think this was intentional because they wanted to conserve limited quantities at local warehouse these were Subscribe & Save so ordered X days before delivery"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945578297297183178) 2025-07-16 20:16:27 UTC 6263 followers, 2553 engagements "I hate the "Amazon of _____" line simply because it's overused. I get why people say that about $HIMS but if we exclude GLP-1s hair loss and boner pills then $UNH Optum Rx may become the Amazon of pharma. Not just for their own insurance plans either. For example Anthem Blue Cross CalPERS plans use Optum Rx. Last year about XX% of Rx claims were processed by just X PBMs: - Caremark of $CVS Health - Express Scripts Cigna $CI - Optum Rx of UnitedHealth Group Not the largest but Optum Rx is very strong in mail order and it's growing 3x that of Caremark. Like Prime you get your delivery fast."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946994819102110165) 2025-07-20 18:05:12 UTC 6260 followers, 4334 engagements "When it comes to the best electric utility stocks which have consistent dividend track records and share prices that on average at least double every decade $BKH Black Hills Corp $ES Eversource Energy $NEE Nextera Energy $WEC WEC Energy Group With the exception of $WEC which has XX years of dividend increases the rest are dividend aristocrats with 25+ years of increases. $BKH has raised for XX years. But are they good investments I own $BKH $ES and $ESS but will only add to them at multi-year lows not here. $WEC doesn't quite meet the hurdle for my share price appreciation over XX to 30"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1898696266290262205) 2025-03-09 11:24:00 UTC 6264 followers, 1001 engagements "Anyone here with a Gartner $IT subscription please share if you think its thesis may be broken in face of AI A single seat license can cost up to $10k+ with enterprise $50-100k+. Larger orgs spend millions annually on multiple licenses and consulting services. Initially it was believed $IT would benefit from AI as companies would use them more to figure it out. Now market research from AI is considered a rival. Will returns continue or broken thesis in making perhaps similar to what we might be see unfolding at $ADBE"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943807629735997834) 2025-07-11 23:00:27 UTC 6224 followers, 6281 engagements "Warning to $CAVA investors I just found out Chipotle $CMG invested in the better Ohio-based Brassica. I own stock in both so dont attack the messenger See my $CAVA vs. Brassica compare and contrast post below"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941673708218954025) 2025-07-06 01:41:01 UTC 6214 followers, 4399 engagements "@Barchart I know the Dow doesn't matter other than perhaps to Trump because he likes citing big numbers but in the last XX years only a handful of constituents have fallen XX% within XX days: $C (Nov 2008) $BAC (Oct-Nov 2008) $BA (Feb-March 2020) $UNH (April-May 2025)"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947147025277186372) 2025-07-21 04:10:01 UTC 6260 followers, 3483 engagements "@daveginvesting $XX Don't hate. I'm talking a near worst-case scenario. That would be around an $950k reduction in unrealized gains for me and this is totally plausible. It was $XX in April as a reminder"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945678687770456184) 2025-07-17 02:55:22 UTC 6227 followers, 3173 engagements "@ReturnsJourney Or a current PE X like $CNC. Lots of Medicaid drama but lots of discounting for that"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947777424906731613) 2025-07-22 21:55:00 UTC 6264 followers, XXX engagements "I have every right to be critical of $ASTS because I wrote the very first article for it on Seeking Alpha with a "Strong Buy" rating over X years ago titled: AST SpaceMobile: 20-100x Return Or XXX% Loss It's A Binary Bet If you bought then or anytime after worst case is you're up XXX% and best case you are up yes over 20x. This was a 2500 word deep dive not just into the company itself but especially the science. I really drilled home that their phased-array approach although extremely difficult was XXX% possible per the science. Here's an excerpt: I also walked readers through the graveyard"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939917006440182260) 2025-07-01 05:20:30 UTC 6263 followers, 27.6K engagements "To offset my YTD realized gains I will need to generate some realized losses. Unlike most I prefer to do tax loss selling by August. Out of my hundreds of positions the ones with red lots unrealized are health insurers $UNH $CNC $MOH $ELV. What I think I'm going to do over the next XX days is buy LEAPS now and then in August (31+ days after last purchase) sell any red lots on the stock I have. Will definitely do this on $CNC and $UNH high cost lots. On $MOH and $ELV maybe not because they're not far below breakeven. If one doesn't mind tying up a lot of capital you can buy as an example 10"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943017159342596582) 2025-07-09 18:39:24 UTC 6263 followers, 8101 engagements "@RentYourStocks You still short going into print tomorrow I recall you were going to as hedge to UNH"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945586368119542090) 2025-07-16 20:48:32 UTC 6228 followers, XXX engagements "@Invesquotes Normally I hate bait-n-switch talk by management. But doing so for them to buy back a bunch of stock cheap Ok Ill let it slide this time Mr. Troendle of $MEDP. Now please $CNC $MOH $UNH and $ELV do the same"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947695851251634561) 2025-07-22 16:30:52 UTC 6264 followers, 1297 engagements "If you've only been investing a few years don't be troubled by what are supposed to be great stocks going nowhere. Case in point: Healthcare $XLV which is comprised of many high quality long term (multi-decade) winners like: $UNH UnitedHealth Group $JNJ Johnson & Johnson = quality dividend less appreciation $TMO Thermo Fisher Scientific $DHR Danaher $ELV Elevance $MTD Mettler-Toledo $CNC Centene $MOH Molina .and many others. Every sector has a season. Sometimes the time between being in vogue can be X or XX years easily. Many of these names have been pretty much sideways for X years or worse"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940860569621614841) 2025-07-03 19:49:53 UTC 6263 followers, 7652 engagements "We may look back at CEO Andy Byron scandal as one of the best things that could ever happen to Astronomer. The fact that you and I are saying their name that they have become a household name in relevant circles is immensely powerful considering: X. This is just another me-too SaaS platform for data orchestration only made possible by ample VC money chasing a trend. X. In May they raised $93M in Series D from Bain Salesforce $CRM Venrock Meritech and others. Perfect timing as trying to do so during immediate aftermath would be a challenge. X. Potential customers are now curious what is"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946982638365057155) 2025-07-20 17:16:48 UTC 6266 followers, 2226 engagements "@brent_e_trader For valuations from today can I choose $IBKR instead"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947677634076327961) 2025-07-22 15:18:28 UTC 6266 followers, XXX engagements "While most people trim winners whenever possible I only trim losers. Especially if doing so to buy another loser. Don't sell a winner to buy a loser. None of these were red but they were losers (laggards) and I sold/trimmed them this week for $ELV post earnings: Pultegroup $PHM - Too small of a position. Had XXX shares from the April low at $XX (intraday low past XXX years is $88). So never had chance to build it up. LKQ $LKQ - North America's largest recycler of used cars and trucks. They are complimentary not competitor to $CPRT. Since I've been adding to Copart lately sold out of much"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946699754622382393) 2025-07-19 22:32:44 UTC 6260 followers, 7026 engagements "Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1929591496111796723) 2025-06-02 17:30:37 UTC 6265 followers, 3198 engagements "Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong by an alleged "industry insider." This anonymous author says: "I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry." .and. "Let me explain this from an industry insider's point of view." This is his purported insider view: "Medicaid filings are at state level with different deadlines per state. As ACA is federally regulated the Marketplace rate filings are on a federal submission June 5th was the 2025 deadline."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942078646325321774) 2025-07-07 04:30:06 UTC 6221 followers, 15K engagements "Crown Castle $CCI earnings are tomorrow after market close and the performance of cell tower REITs like American Tower $AMT $CCI and SBA Communications $SBAC has been a mixed bag recently. These companies once outpaced the S&P XXX with their long-term leases and high margins but rising interest rates and slower tower growth have caused them to underperform. The T-Mobile and Sprint merger hurt $CCI the most as T-Mobile cut redundant leases leading to lost revenue. $AMT is better positioned than $CCI and $SBAC with its global footprint stronger long-term contracts with inflation-linked"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1899484208407490667) 2025-03-11 15:35:00 UTC 6217 followers, XXX engagements "Don't assume the comparisons of $CSCO dot-com era vs. $NVDA today are the same for everyone. The market cap of $NVDA is XXXX% of US GDP and XXX% of global GDP. This is beyond unprecedented. For example during dot-com bubble $MSFT peaked at XXX% of US GDP and XXX% of global GDP. Even lower $CSCO peaked at about XXX% of US GDP. If you look at highest market cap companies by decade no one stays on top for long. Especially tech. The most successful at staying within the top few spots have been those which were less disrupted by tech. Think energy companies like $XOM autos like $GM monopolized"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944476595303121244) 2025-07-13 19:18:41 UTC 6262 followers, 9438 engagements "I dont like that Rocket Lab $RKLB has turned into a meme stock. As always highest cost lots are subject to sale and I just did that. Keeping these 25k shares 20k of which are cost basis in the $3s"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945848466619719971) 2025-07-17 14:10:01 UTC 6266 followers, 13.7K engagements "$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1897405762554782143) 2025-03-05 21:56:00 UTC 6262 followers, 1557 engagements "So far looks like that April 8th $XXX revisited X days ago is good floor for $PAYX"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939764413474689050) 2025-06-30 19:14:09 UTC 6263 followers, 2994 engagements "My high cost $ONTO shares unloaded today in green now left with these. But don't think I dislike this company at current $XXX. I like it there and a lot higher. Cycled through many shares of this on its decline so I like it much much higher too. If you're not familiar with company read my post from a few days ago:"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940775121666662872) 2025-07-03 14:10:21 UTC 6260 followers, 3845 engagements "Even though we didn't buy much on April 4th we know very well how far these types can fall. It seems a lot of newer investors don't understand that even the best can fall 50-80% and in fact if you wait long enough they likely will. The question is always. will they first 2x or 4x before getting chopped in half So you still come out ahead buying now. Or will they go up another XX% to fall XX% Leaving you worse off than present if buying now. So many people poo poo the $NVDA vs. $CSCO comps and argue CUDA is the difference etc. but something else different. did Cisco have XXX% of their hardware"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944411673265373491) 2025-07-13 15:00:42 UTC 6221 followers, XXX engagements "$XOM and $CVX have a long history of not only releasing earnings on the same day but also on Friday mornings. However sometimes Friday earnings are done with intent to sweep under the rug bad results especially when going into 3-day weekend on a low volume Friday. Doing this AM is the "I don't want it to be obvious I'm trying to hide something so I'll do it pre-market." But when done PM on a Friday there's no hiding anything. It's almost universally with the intent to hide bad news. Micro and small caps do this a lot. When I saw $CNC Centene's upcoming earnings are Friday July XX 2025 at 8:30"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943686133759824173) 2025-07-11 14:57:40 UTC 6180 followers, 2360 engagements "@amitisinvesting Just wrote this $RKLB needs a major breather as does $HOOD. Its healthy"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947378318728397231) 2025-07-21 19:29:06 UTC 6260 followers, 7015 engagements "Comfort Systems $FIX fans should really be paying attention today to $AAON as these are X sides of same coin. Both specialize in high-end commercial HVAC and have gotten recent tailwinds from AI datacenter buildouts. $FIX is a roll-up/consolidator of these installers. We're not talking the mechanical biz which might install your new Carrier or Bryant $CARR AC for $18k. Typical job for Comfort Systems is hundreds of thousands to millions $. $AAON is a manufacturer of very high end efficient air conditioners. With HQ in Tulsa OK and around 4k employees there as well as TX MO and OR they are"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935032544703205804) 2025-06-17 17:51:24 UTC 6237 followers, 3793 engagements "While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940831634594685033) 2025-07-03 17:54:55 UTC 6260 followers, 2895 engagements "Ok so Leonardo $FINMF $FINMY Thales $THLEF $THLLY and Airbus $EADSF $EADSY are trying to do the European equivalent of United Launch Alliance (ULA) by $BA and $LMT to beat SpaceX. Yeah that didn't work so well. If you want to go against Starlink it's going to be a moonshot regardless but best bet would be Rocket Lab $RKLB and its Flatellite. At least then you have vertical integration of launch + satellite provider. Yes Airbus Defence and Space through joint venture with Safran does have successful Ariane Rockets. But they're not an efficient way to launch a ton of Starlink knockoffs"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935200940774281307) 2025-06-18 05:00:33 UTC 6224 followers, 2451 engagements "We may look back at the Andy Byron scandal as one of the best things that could ever happen to Astronomer. The fact that you and I are saying their name that they have become a household name in relevant circles is immensely powerful considering: X. This is just another me-too SaaS platform for data orchestration only made possible by ample VC money chasing a trend. X. In May they raised $93M in Series D from Bain Salesforce $CRM Venrock Meritech and others. Perfect timing as trying to do so during immediate aftermath would be a challenge. X. Potential customers are now curious what is"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946982215616962570) 2025-07-20 17:15:08 UTC 6241 followers, XXX engagements "@Punished_Jess Yeah you have to go back a decade just to find anyone shopping at $CVS"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946338055671128545) 2025-07-18 22:35:28 UTC 6254 followers, 1858 engagements "What the hell happened with $AAON today Starting around X pm it shot up over $X - from $XX to $XX - on rumors of an $AMZN deal. According to an unconfirmed tweet William Blair allegedly thinks AAON is manufacturing Amazons data center liquid cooling product. "This has not been confirmed by AAON management and is purely speculation on our part. The product shown in the video looks exactly like the product we saw at AAONs Longview facility in March." Here is screenshot of tweet: Totally unrelated (or maybe not) I did see headlines last night about Amazon pursuing their own in-house cooling for"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943504553560936808) 2025-07-11 02:56:08 UTC 6227 followers, 2513 engagements "When $OSCR falls it's a "panic crash" due to "misunderstood" model. When $UNH $CNC $MOH fall it's a "broken model" and "bad business." Be aware of your biases. Bottom line is you can't say UnitedHealth Group is evil and Oscar Health is not. All insurers are unscrupulous. Likewise for the many owned by Buffett but since he sips Cherry Cokes nibbling on See's Candies his folksy persona makes people forget his insurers are screwing people too. Yes $OSCR is down XX% from 2025 highs. But this is not a "panic crash" as its high was less than X weeks ago The selloffs in larger insurers especially"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943729958087798889) 2025-07-11 17:51:49 UTC 6263 followers, 24.1K engagements "It's possible the BBB's Medicaid and ACA cuts really do turn out to be less bad than feared. Centene $CNC and Molina $MOH would likely surge if this gets traction: Republican Senator Hawley has put forth a proposal to rollback Medicaid cuts by about half ($517B / $1.13T = 46%). Surprised You shouldn't be. Mid-terms are coming up and red states have a dipropionate amount of Medicaid recipients. Democrats have proposed a full permanent extension of enhanced ACA credits. Non-starter in current form but you never know with negotiations it might achieve something which is better than nothing."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947812404105994577) 2025-07-23 00:14:00 UTC 6264 followers, 4228 engagements "$UNH vs. $OSCR stock A lot of people are saying Oscar is trading at 7x earnings for 2027 which is way lower than UnitedHealth Group. So clearly buy $OSCR over $UNH here. Sorry it's not that simple. For one that 7x multiple was true a few weeks ago. Not now after the massive run. It's 11x consensus Dec 2027. Second $UNH is actually 8x Dec 2027. Surprisingly cheaper. Now estimates should be taken with a grain of salt especially that far out. Depending on source those consensus multiples vary. But comparing the multiples of these X companies is like comparing Progressive $PGR with a $153B market"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1937002288113213840) 2025-06-23 04:18:27 UTC 6263 followers, 29.3K engagements "@Rome_cutiepie Short squeeze. Wish $CNC would pull a buyback stunt like this"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947404321404162125) 2025-07-21 21:12:25 UTC 6260 followers, XXX engagements "Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1927594202877010306) 2025-05-28 05:14:05 UTC 6263 followers, 4126 engagements "Inverse Cramer How about inverse WSJ This article was published Nov. X 2024 the day after Trump won. Bearish on Oscar Health $OSCR (-8% that day) and Centene $CNC (-5%). Due to Obamacare and Medicaid exposure respectively. Bullish on UnitedHealth Group $UNH (+5%) Humana $HUM (+10%) and Aetna $CVS (+13%) due to "a more lenient stance from Republicans on Medicare Advantage and also on antitrust." In retrospect many expectations were inverse of actual results. No better than a coin flip. The point No one ever truly knows what the hell is next"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943352014286487845) 2025-07-10 16:50:00 UTC 6263 followers, 4763 engagements "Revisiting DOGE govt contractor casualties. Unloaded my XXX highest cost Booz Allen Hamilton $BAH today after going green leaving me with these. Best of bunch for permanent hold remains $CACI and I didn't even get the bottom on that one. Love me some CACI. A little $SAIC sprinkled in there simply because I love David Grusch's UAP insinuations for them and their deep history of decades of black budget projects. Right @tomdelonge $LMT related here but this post is about the more consultant-oriented contractors. I do take back what I said about not ever investing in an airline. I actually DO own"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940505760351326457) 2025-07-02 20:20:00 UTC 6261 followers, 4579 engagements "What is absolute top of range to consider adding more $AXON stock For me its $XXX. But realistically $XXX. Heres my math on that: Currently at 21x forward EV/rev. Theyll probably blow through that like they always do but lets not make that assumption. For top of range 17x forward is $XXX. 15x forward is $XXX. You can see on chart where that 15x lands. High for sure but within realm of reason for past X years. As reminder in April you could have got $AXON as low as $XXX which is level Im more comfortable with. If we hit $XXX this summer would probably just nibble X or XX shares"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940274329016819913) 2025-07-02 05:00:23 UTC 6264 followers, 4120 engagements "Even higher risk potentially higher reward is $CNC. Look at EV/revenue going back X decades. Of course no one wants it because of Medicaid. But if you even get a partial (less than half) mean reversion on net margin this is coiled spring. Like I said though much higher risk"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943695947676160129) 2025-07-11 15:36:40 UTC 6215 followers, 1254 engagements "@1allenzhou Well said. I do but Hillary tried and failed. I think the odds of single-payer are only slightly higher than odds of the US breaking up in the next XX years. In other words very low but not impossible"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946963307694608546) 2025-07-20 16:00:00 UTC 6243 followers, XX engagements "Wouldnt you say selling $KO during Covid (or any other time really) abided by my rule of not selling winners for losers I think you did the right thing of selling a loser for losers. $KO has been a disaster this century and Im taking that in context of what it is. While many names underperforming for 5-10 years are due to multiple compression thats not the case with Coca-Cola. Rather these are structural issues with company. Such as buying bottlers spinning them back off at loss and so forth. Terrible acquisitions and failure to follow consumer trends even worse than peers. A loser doesnt"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946960745226269047) 2025-07-20 15:49:49 UTC 6261 followers, XXX engagements "I was asked for update on my $OSCR. I have 2550 shares at $XXXX average. As mentioned I nibbled in the $13-14 and during most recent drawdown took first nibble of XX at $XX. Those are pending sale if/when they go green. If we go below $XX will restart buys"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947766032392983012) 2025-07-22 21:09:44 UTC 6263 followers, 4506 engagements "As I always say I prefer to own stock in the companies which screw me over the most. Has been a very profitable mantra for me so dont let me down health insurers The more you rip me off on coverage the more of your stock I want to own"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946439519911202823) 2025-07-19 05:18:39 UTC 6262 followers, 5433 engagements "I added XXX shares of $LVMHF $LVMUY $MC $MC.PA today. This is in addition to my add of XXX on April 7th. Earnings were: Revenue 20.3B Q1 XX 20.7B -XXX% (miss) Est. 21.1B miss % Growth by division Wines & Spirits -X% Fashion & Leather -X% Perfumes & Cosmetics X% Selective Retailing X% Growth by region US -X% Asia (excl. Japan) -XX% Europe +2% The Chinese gov has allegedly lifted the secrecy clause that luxury brands like $LVMH had in place for their Chinese manufacturers. I'm not on TikTok or IG but these videos are a thing on social media right now. I get all the negativity but that's exactly"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1912158260460982781) 2025-04-15 14:57:10 UTC 6262 followers, 2054 engagements "I put in indication of interest on $FIG. At most Id get XXX shares allocated so dont really care but I do think it pops. Coincidentally if youve been following me you know Ive drawn down my $ADBE position from 1000 shares over a year ago to just XXX as thesis changes. So a little Figma stock in its place might be good for me. Right now range is 10x rev compared to 7x for Adobe. But I think it will price above range"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947438570773316083) 2025-07-21 23:28:31 UTC 6264 followers, XXX engagements "My all-time favorite podcast @bizbreakdowns did one on $UNH They're always way too slow uploading them to YouTube but it's on Spotify right now. UnitedHealth Group: Beyond The Premium"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1934437408969466010) 2025-06-16 02:26:33 UTC 6219 followers, 7206 engagements "True but even if we took out the things most people don't need or want would probably only shave off a single digit % of on premiums. Real waste comes from providers. Look at this Dr. Potter controversy. If I understand correctly she is a plastic surgeon who wanted to charge $UNH an extra $110k for XX hours of additional in-patient monitoring at her own surgery center"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946711373905559700) 2025-07-19 23:18:54 UTC 6216 followers, XX engagements "No way ship has sailed on Eaton $ETN from risk/reward standpoint. The time to buy it was April 7th or around there. PE and EV/EBIT of forward XX and XX respectively may not seem far-fetched until you realize the unusually high margins they're based on. If margins even partially revert to say 2021/2022 levels you realize what the downside risk can be"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945185820727738607) 2025-07-15 18:16:54 UTC 6260 followers, 2996 engagements "$ASML earnings last night = example of why I only hold lowest cost lots. It doesn't matter if I also like ASML at $XXX $XXX or $XXX. I do From a risk management perspective the lower your cost basis the lower your risk of losing money. It also allows you to not care when the stock drops XX% on earnings"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945482505500721590) 2025-07-16 13:55:49 UTC 6261 followers, 4503 engagements "This is why full-service restaurants e.g. $EAT are doing well and independent fast casuals are not as they've gotten too greedy on relative basis. People realize if they're going to tip XX% or more they're longer down with getting their own silverware napkins water and bussing their table"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945921557123281051) 2025-07-17 19:00:27 UTC 6257 followers, 15.1K engagements "@nrossolillo Good. I've had this little holding of $ANSS a couple years and I don't mind a few extra $SNPS shares. But I do mind the cash component. I HATE cash it's forced realized gains which means taxes"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944808354490269958) 2025-07-14 17:16:59 UTC 6234 followers, XXX engagements "In case you missed it the BBB had a big win for $UNH PBM Optum Rx. Remember all that fear about PBM reform going into this year Yeah that was entirely dropped from Senate version. Status quo on PBMs = win for $UNH Cigna $CI Express Scripts and $CVS Caremark"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942255356400509358) 2025-07-07 16:12:16 UTC 6264 followers, 13K engagements "Seen a lot of talk on here of record $ASML buybacks YTD but data says otherwise. Looking back at past XX years nothing special about today's buybacks. Point is thesis suggesting it's a share cannibal is wrong"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947307273078149548) 2025-07-21 14:46:47 UTC 6264 followers, 3823 engagements "@scottlincicome It was patriotism. Patriotic to farmers of corn"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945631058793566361) 2025-07-16 23:46:07 UTC 6265 followers, 3824 engagements "I love how there are so-called compounding quality accounts on here who will tout a stock like Copart $CPRT left and right. Then later in 2025 when it's much cheaper not a single mention I searched their feed for Copart (they don't use the ticker). So many of these types don't like to admit it but they chase trends almost as much as traders. They just don't realize some trends as to what is and isn't in style are 5-7 years or longer. But since they've only been investing that long they fail to recognize that. It's normal for long-term winners to move sideways or worse for multiple years at a"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944816338201141323) 2025-07-14 17:48:42 UTC 6263 followers, 5423 engagements "Hes not as rich as $UNH CEO Stephen Hemsley to drop $25M on stock but Centene $CNC director Thomas Greco did drop $1M as did other insiders at end of last year. Todays price is about XX% lower. After $UNH Centene is probably the best risk/reward in managed care. As mentioned a few days ago I did re-start buying in the $53s. Today I sold highest cost 1500 shares in green near $XX. So right now these $53s are my permanent hold unless we go lower. If we go to $XX will probably bump up to 2k shares. To recap at $55-56 I was at 1k. As with $UNH the better the value the bigger lll make a position."  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1938253079331369174) 2025-06-26 15:08:39 UTC 6217 followers, 11.2K engagements "Unlike life insurance where you have to accurately predict when and how a XX y/o will die health insurance is short-tail. When $UNH $ELV $CI $CNC and $MOH price coverage too low they're not screwed for decades. As is the case with life insurance and product liability (think PFAS and asbestos claims). The Big Beautiful Bill was far worse than feared for Medicaid and ACA subsidies which is a rare outcome. As such we shareholders are suffering. Many of the health insurers are trading at 25+ year lows per multiple valuation metrics. But this is not $MMM dealing with PFAS liabilities 30-50 years"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946335071939756108) 2025-07-18 22:23:36 UTC 6263 followers, 28.4K engagements "I agree its a matter of when not if $HOOD gets $SPY inclusion. But same can be said about $FERG Ferguson. Fact is it was on short list in Q3 last year. Before plummet. Now that market cap has recovered with todays earnings I expect FERG to get it when $SPGI needs to replace a company in that sector (which is not financials like Robinhood)"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1929977796778176603) 2025-06-03 19:05:38 UTC 6265 followers, 1486 engagements "For those in Constellation Software $CSU $CSU.TO $CNSWF Lumine Group $LMN.V $LMGIF and Topicus $TOIV $TOITF a great update on latter published this weekend by @tribaresearch on Seeking Alpha: I own all X with Topicus and Lumine since their spin-offs. As far as adds there was a good time to add last November for Topicus $TOITF which I did. Have yet to add to Lumine"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939833203088662678) 2025-06-30 23:47:30 UTC 6252 followers, 6196 engagements "Because Elevance Health $ELV just got brought up remember how during the end of last year everyone thought health insurers were toast For almost X months now everyone forgot. I have $CNC $ELV $UNH $MOH $CI and $OSCR. For any which had adds or were new buys last year all those shares were bought at XX week or multi-year lows. And when I say XX week low I'm not talking within 10%. Some like $CNC are within pennies. Even $UNH is only off by a dollar. But guess what At any given time this is happening in the market with at least one sector usually multiple. That's what you should be buying - the"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1901984935394812116) 2025-03-18 13:12:00 UTC 6249 followers, 1891 engagements "Perhaps the most straightforward investment theme from the passage of the Big Beautiful Bill is the big impact it will have on private jet sales. Specifically: General Dynamics $GD who makes Gulfstream jets Bombardier $BDRBF $BBDB.TO $BBDB who makes Challenger Global and Learjet Textron $TXT who makes Cessna and Beechcraft Embraer $ERJ Boeing $BA and Airbus $EADSF $EADSY $AIR.PA benefit but only trivially since they're airline focused. The bill's permanent XXX% bonus depreciation allows buyers to deduct full cost of a private jet in year of purchase. Here's the % of revenue each gets from"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940911414430126324) 2025-07-03 23:11:56 UTC 6234 followers, 3491 engagements "I know @LeoNelissen will like that Im doing this. $LB LandBridge"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945511479538782699) 2025-07-16 15:50:57 UTC 6263 followers, 6477 engagements "I hate this $LVMHF $LVMUY $MC.PA rebound. Sure back in green but last Thursday I had a flight departing at market close (1 pm Pacific). Placed an order to double-down these shares at $XXX around noon. Wasn't filling so went to adjust price up a few dollars but plane was boarding so couldn't finish. Now we're 13%+ off that price. I do need to do a dive into how much booze sales are impacting LVMH but the reason I'm confident in buying is Bernard Arnault. He's been buying for first time in years and he thinks in decades and generations not quarters. Yes you will see that "Black Monday" April"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940470734574485683) 2025-07-02 18:00:49 UTC 6261 followers, 4436 engagements "@Barchart Just what I love to see As shareholder not policyholder"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946438125846487255) 2025-07-19 05:13:06 UTC 6170 followers, 1271 engagements "@p000dl3 Yes I actually wish $CI had fallen and I own it. That said they did exit Medicare Advantage and they are basically group plans so they have the best strengths at moment. The least deserving of a plunge other than relative valuation reasons"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946961665704292637) 2025-07-20 15:53:28 UTC 6260 followers, XXX engagements "Percentage of revenue from Medicare: Molina $MOH - XX% Centene $CNC - XX% Elevance #ELV - XX% UnitedHealth $UNH - XX% CVS Health (Aetna) $CVS - X% Stocks to watch tomorrow for sure"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939534540365771231) 2025-06-30 04:00:43 UTC 6252 followers, 8334 engagements "@RentYourStocks Their earnings are 31st. Let's say $UNH lifts all boats on 29th the sentiment may change and $CI may not fall no matter what their guidance is. Though yes it's the only one not significantly de-risked yet"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946230726405554332) 2025-07-18 15:28:59 UTC 6253 followers, XXX engagements "Did you get enough chip fab equip stocks during April lows If you didnt get enough $KLAC $LRCX $ASML $TER $ENTG etc. I have one potential idea to share. Of the XX names in my chips account only X is red and that is Onto Innovation $ONTO. Normally I would say average up on long term winners when they take a dip. Dont chase a loser. Maybe that holds true here and I should stop what Im about to say but Ill say it anyway. Because long term this stock is a winner. $ONTO is similar to $KLAC albeit much smaller. Both provide process control tools like inspection and metrology for semiconductor"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939275802052579660) 2025-06-29 10:52:35 UTC 6260 followers, 10.1K engagements "For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All X leverage specialized engineering to produce high-value aerospace and defense components"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1902379701836140800) 2025-03-19 15:20:40 UTC 6264 followers, 1428 engagements "Rocket Lab $RKLB down X% today to $XX and no one should be surprised. I actually WANT it to go down a lot even if it doesnt reach a level Im willing to add (which is substantially lower). Why Because its not healthy to have vertical ascent. Lets come back down to earth rest and reset"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947375884144677361) 2025-07-21 19:19:25 UTC 6264 followers, 17.8K engagements "Is it time to buy more Copart $CPRT I didn't have time to write about it yesterday but I did post a screenshot in real-time from gym showing you I was buying. 1200 shares added. Previously I've also written about how this $47-48 level has been a strong area of support for about XXX years now (since end of 2023). Of course the floor can always fall out so no claims it won't. I am adding anyway. Too much to unpack here in terms of why this high multiple stock deserves a premium. But here's a snapshot showing $CPRT margins (look at that net margin) ROIC and ROCE"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1933902654113231185) 2025-06-14 15:01:37 UTC 6263 followers, 5739 engagements "Look I don't care what anyone tells you. If you are building a position for long term (to hold multiple years and longer) then you are never better off paying more all things equal. Case in point: Mercado Libre $MELI When I say all things equal I'm talking fundamentals and macro. Assume I'm talking no unexpected company-specific performance differences between the two dates. Earnings were great but not unexpected. About X months ago a prominent account on here (shilling a sub) said he was now buying $MELI at $2600. I asked why he wasn't interested XX% lower just X weeks prior Rather than say"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943381709271052308) 2025-07-10 18:48:00 UTC 6265 followers, 5528 engagements "But $TMO is cheaper than $DHR here because overall TMO has higher quality products which are more dominant and lacking alternatives. Danaher is more value focused tends to go for 2nd best in an acquisition. Then jack up the pricing and increase efficiencies. $TMO has more true pricing power based on no viable alternatives"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1935810778470506894) 2025-06-19 21:23:49 UTC 6227 followers, XXX engagements "In an effort to avoid Buffett cliches I haven't wanted to say this but Berkshire's 13F contained a confidential treatment tag for a secret stock. The odds it's UnitedHealth $UNH are greater than X% let's just say that. Here's why. Whatever they're buying it's most likely a $50B+ or larger market cap because that allows them to invest billions without triggering a X% or XX% stake (which would involve other disclosures). When you compile their buy and sell activity for Q1 in the "Banks insurance and finance" category Berkshire's cost basis fell from $15.71B in Q4 2024 to $XXXXX billion in Q1"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1931302617231343908) 2025-06-07 10:50:00 UTC 6263 followers, 62.7K engagements "@giannitalks @TadeuzWitkow and my favorite because of what it was: $AXP salad dressing scandal"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947509611520790774) 2025-07-22 04:10:49 UTC 6260 followers, XXX engagements "My buy order for 1000 shares of $CNI Canadian National Railway hit at $XXXXX at X mins after open. Still waiting on the better $CP Canadian Pacific as it was $70-71 in past months when I last bought. Not adding $UNP $CSX $NSC because the real fear is on Canadian side"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896947183133565024) 2025-03-04 15:33:46 UTC 6265 followers, XXX engagements "@a_living_fossil @Barchart If you prove lower income/net worth you can for sure. But if you have high income/net worth negotiation is not generous with most hospital systems if it's a large amount"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946715071574609989) 2025-07-19 23:33:35 UTC 6216 followers, XX engagements "@a_living_fossil @Investmentkage It is. Its X% before all the expenses"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947380536043049309) 2025-07-21 19:37:55 UTC 6245 followers, XX engagements "I was really hoping to get more feedback on Gartner $IT. Similar to Adobe $ADBE their subscriptions have deep entrenchment but I've concluded the risk with AI has introduced too much uncertainty. Competitive analysis with LLMs seems like legit threat to model. I sold off XXX shares and have XX remaining. Earnings next week"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945962605027393943) 2025-07-17 21:43:33 UTC 6223 followers, 3637 engagements "Everyone is focusing on $UNH earnings July 29th but I want to remind you of another potential catalyst X weeks later. Form 13F filing deadline is Aug XX. UnitedHealth Group is exactly the name fund managers love because it has lots of liquidity. Previously among XX largest market cap. It's all but guaranteed we are going to see new names in $UNH but who"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947097548310900870) 2025-07-21 00:53:25 UTC 6266 followers, 31.5K engagements "This is why I don't sell puts. 10-20 years ago we didn't get the kind of earnings moves we do now. What may have been a 4-7% move back then today it's a 10-15% or greater. Not just earnings. Everything is overly dramatic now. That's because options do drive prices. OCC cleared 1.4B contracts in 2005 vs. 10.9B in 2024 (8x increase). Everyone's a degen now and post-Covid took it to a new level. Risk is not priced appropriately because everyone wants to play in the casino. On the inverse why I don't do covered calls either"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947882298969624761) 2025-07-23 04:51:44 UTC 6264 followers, 3598 engagements "From its peak XX days ago $OSCR is down 37%. But hey as a reminder you are still green YTD. You are doing way better than any of us in any other health insurer"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946070475383464211) 2025-07-18 04:52:12 UTC 6221 followers, 9248 engagements "Anyone who follows me knows my take on leveraged ETFs. I do make rare exceptions and buy $TQQQ and $SOXL such as in April which I still hold. Well now we have a 2x play on $UNH stock with $UNHG Leverage Shares 2X Long UNH Daily ETF. Is this a good or bad thing Well Im not a fan of leveraged ETFs generally. If you search my feed you will see hypothetical backtesting of how if $TQQQ existed XX years ago and you bought you would still be down or close to breakeven. That said this is generically speaking and not investment advice I support any and all things which might contribute to a $UNH"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947732603827585173) 2025-07-22 18:56:54 UTC 6264 followers, 10.4K engagements "I did do a switcheroo this morning on those X higher cost $FICO shares from a few days ago. And I'm just using the word switcheroo to annoy you"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944811672847442266) 2025-07-14 17:30:10 UTC 6262 followers, 3374 engagements "$GOOG $GOOGL earnings this Wednesday. Had low expectations but not anymore after hearing Cramer dumped it. Probably should have added more in April"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947291075581804890) 2025-07-21 13:42:25 UTC 6264 followers, 9253 engagements "Bought 2250 shares of Centene $CNC this morning in the mid $54s after taking out its Dec low from the $55s. Not large cap like $UNH or $ELV but Centene is X of the X best small health insurers. Other X being Molina $MOH and Oscar $OSCR. Despite X years of valuation compression still beats S&P over XX years. Forward PE is 7.5x. Health insurers so out of favor you don't need full mean reversion to outperform going forward. Just a slight bump can do. Being small no big bullseye on its back like UnitedHealth. No internal PBM. However it has risks of more exposure to lower income which includes"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1929546304876953623) 2025-06-02 14:31:02 UTC 6263 followers, 8354 engagements "Did you know BE Semiconductor $BESI $BESI.AS $BESIY had a XX% CAGR the last XX years It's a 100-bagger stock. Glad to see my friend @nrossolillo cover it in a dedicated video today: $NVDA and $AVGO might get all the attention but plenty of others in the AI and accelerated computing space also have insane gains such as this stock. What they do is design and manufacture die attach packaging and wire bonding systems. If you own Applied Materials $AMAT stock you already own about X% of $BESI as they purchased a stake in April. BE Semi trades on Amsterdam exchange but you can access it via ADRs"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1934751759517598029) 2025-06-16 23:15:40 UTC 6265 followers, 2636 engagements "Potter's videos imply a rep demanded she interrupt surgery to justify coverage implying forced halt mid-procedure and patient risk. Terrible if true but that's not the whole story. @BillAckman needs to acknowledge these pertinent detail which I'm quoting from $UNH response: "UnitedHealthcare did not ask or expect you to scrub out of surgery and call right now as you falsely claim. Rather our client was surprised that you left a patient mid-surgery to return a call that it had informed your staff was not urgent and could wait. You know this because UnitedHealthcares representative told you"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945264987922161755) 2025-07-15 23:31:29 UTC 6262 followers, 36.5K engagements "@LeoNelissen Or better said $NOC today is what $LMT once was"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947796584533835954) 2025-07-22 23:11:08 UTC 6264 followers, XXX engagements "Yes but similar to $MOH kind of wish $ELV already had waterfall moment. As I wrote about a week ago Im holding off on adding. My highest cost Elevance are $360s so even though stock is something like XX% off highs Im not down much yet. Similar story for my $MOH. I am just a lot more comfortable after huge declines. All things equal $ELV is obviously preferred 2nd choice after $UNH. But UNH has had waterfall moment. How closely have you done pro-forma on Molina and Elevance with BBB impact assumptions ranging from base to worst case"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943700283617653164) 2025-07-11 15:53:54 UTC 6226 followers, XXX engagements "At gym today listened to great podcast hosted by @Clay_Finck about serial acquirers with heavy focus on Nordic names like Lifco $LIFCO $LFCBY $LFABF Bergman & Beving $BERG.B Indutrade $INDT $IDDWF Addtech $ADDT $ADDHY and Lagercrantz Group $LAGR. Part I enjoyed most was about Roko $ROKO $ROKO.B (not to be confused with $ROKU) which IPO'd just last month in Sweden. It's led by former CEO of $LIFCO.B who under his leadership saw 100x shareholder return. Roko stock is down quite a bit since going public which is no surprise given the timing. One thing I don't like about it is lack of focus on"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1910830177028034932) 2025-04-11 22:59:50 UTC 6263 followers, 1738 engagements "@unusual_whales $FICO scores turned into millennial trophies"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946256672173007105) 2025-07-18 17:12:05 UTC 6260 followers, XXX engagements "The @grok app has gone full-on $MSFT mode. Instead of forcing an Edge browser search you never wanted it forces you to open anime girl Ani"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945505555243737231) 2025-07-16 15:27:24 UTC 6261 followers, 2372 engagements "A chart going around from Kobeissi saying retail activity has taken out 2021 peak; XX% vs. XXXX% then. But that's for retail only as % of total single stock shares. This chart from Citadel shows you we are still below 2021 peak when looking at retail as % of overall shares traded"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946712657433674129) 2025-07-19 23:24:00 UTC 6260 followers, 2409 engagements "@amitisinvesting Did she buy $BMNR open market or the sweetheart PIPE participant price of $4.50"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947515314628956364) 2025-07-22 04:33:28 UTC 6264 followers, 3101 engagements "@TadeuzWitkow $BRK.A $BRK.B actually bought $UNH in 2006-2008 under same CEO and their thesis was in part due to options backdating scandal"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947317890396406216) 2025-07-21 15:28:59 UTC 6262 followers, XXX engagements "Check numbers directly. All of those are wrong. Dont be fooled by the confidence of LLMs answers they have been trained to sound that way. You will have to do the homework yourself but heres a hint to start: $ELV already gave us $XX EPS guidance for this year. Analyst estimates have not caught up. LLMs still too dumb/lazy (with processing) to dig deep enough to realize that. Instead they just pull FactSet average and call it a day with confidence"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946962700686229807) 2025-07-20 15:57:35 UTC 6243 followers, XXX engagements "@DurableCreators Own every single one on that list except $MSI. I think I owned the company before it split and $GOOG bought Motorola Mobility around XX years ago"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1919422372521603493) 2025-05-05 16:02:09 UTC 6241 followers, XXX engagements "More misinformation. This time resorting to truths and twisting them. I know people don't watch TV much now but anyone who ever has is well aware of Medicare Advantage commercials from $UNH (AARP co-branded) $HUM and others. You know the ones with a washed-up actor/athlete at death's door as the spokesman. For many years now those commercials tout the Medicare Flex card. Sometimes referred to as aMedicare food allowance card or Medicare healthy food card. Most plans which offer this are Special Needs Plans (SNPs). Per "A Special Needs Plan (SNP) provides benefits and services to people with"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1947726280507724077) 2025-07-22 18:31:46 UTC 6266 followers, 2062 engagements "Are data center buildout stocks like $EME Emcor Group $STRL Sterling Infrastructure $FIX Comfort Systems and $POWL Powell Industries cheap after their selloffs this week Maybe not. Many investors today werent investing XX years ago where it was a similar story playing out with names like $ACM AECOM $FLR Fluor and similar. Same story just not specific to data centers. It was for the construction and infrastructure boom leading up to the GFC. Using Fluor as example take a look at EV/revenue chart below. I like to focus on EV/revenue (not PE or EBITDA) because margins in these types of highly"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1893350821955608825) 2025-02-22 17:23:07 UTC 6263 followers, 1474 engagements "I've been told by $UNH employees and providers commenting that actually NONE OF THEM refer to it as UNH. If they're going to use initials they say UHC or UHG for UnitedHealth Group. NOT the stock ticker. Only investors call it UNH. The plastic surgeon who went viral has a GoFundMe. I found it interesting that she refers to the company as UNH repeatedly and guess who the first donor was forking over $100k Yep @BillAckman Are we really supposed to believe he doesn't have any ulterior motives here"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945335754135364070) 2025-07-16 04:12:41 UTC 6263 followers, 33.6K engagements "Same can be said about the answers you get from LLMs. Especially for financial data analysis. They miss nuances such as recently revised guidance and just pull FactSet average or similar and assume its still up-to-date"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946964411194741025) 2025-07-20 16:04:23 UTC 6261 followers, 3234 engagements "Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945713816026906879) 2025-07-17 05:14:58 UTC 6260 followers, 17.9K engagements "The $AMZN Prime Day price scam pictured. I was going to re-stock these $KMB Kleenex this weekend but decided to wait X days for Prime Day. They have been $XXXX forever (on my Subscribe and Save so I know) and starting Prime Day price jumps to $XXXX. That's +18%. To get them near their normal price there is now a XX% off coupon but you have to spend $35+ on qualifying items. Most of which are things you don't want or need"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1943302526713106481) 2025-07-10 13:33:21 UTC 6229 followers, 3540 engagements "I've written about Camtek $CAMT before which you can group with $KLAC and $ONTO for metrology and inspection equipment. Today my shares are back to being loaned out the only name in my chip portfolio to do so. Shorts tried this in March and April when stock was in $50s and $60s. Guess they're trying again"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1939695355869933921) 2025-06-30 14:39:45 UTC 6253 followers, 3205 engagements "Why is Centene $CNC Oscar Health $OSCR and Molina Healthcare $MOH down afterhours Centene withdrew 2025 GAAP and adjusted diluted EPS guidance. Health Insurance Marketplace Challenges: Wakely Consultants data (22 of XX states XX% of membership) showed lower market growth and higher morbidity. $XXX billion net risk adjustment revenue reduction $XXXX EPS impact. Additional reductions expected for remaining seven states. Refiling 2026 Marketplace rates to address these issues. Medicaid Operations: Rising costs in behavioral health home health and high-cost drugs (e.g. New York Florida). Q2 2025"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940165401247388046) 2025-07-01 21:47:32 UTC 6262 followers, 17.3K engagements "Rocket Lab $RKLB competitor Firefly Aerospace $FLY filed to IPO. But I'd rather keep XXX% of my $1.1M in $RKLB stock than re-allocate any to Firefly and here's why. Valuation last Nov was $2B and riding the coattails of space hype I expect we will see pricing at $3.5-5B. Keep in mind that's pricing. Initial open who knows. In other words we will probably be looking at valuation which is 1/4 that of Rocket Lab today. Could reach 1/3rd on day one. The thing is Rocket Lab is way more than 4x better (de-risked) than Firefly. If one of my brokers allow I will put in an indication of interest and"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944774375296958475) 2025-07-14 15:01:57 UTC 6263 followers, 4631 engagements "$XLV / $SPY It cant go down forever. If you subtracted the #1 weighted $LLY at XXXX% the record would go back even further (probably before the ETF existed). $UNH is 4th highest weight and prior to fall it was higher. Chart: Ned Davis Research"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946599778877407617) 2025-07-19 15:55:28 UTC 6262 followers, 5682 engagements "I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1910017597762081258) 2025-04-09 17:10:56 UTC 6263 followers, 77K engagements "@alex_avoigt Im no Waymo fan and I know you understand the chart but this is going to mislead a lot of people who dont understand it. Would be better to chart accidents per vehicle or better yet per X miles"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1946601569945846141) 2025-07-19 16:02:35 UTC 6179 followers, 4148 engagements "Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1913239348625154547) 2025-04-18 14:33:01 UTC 6254 followers, 1009 engagements "Stockholm-listed Lifco $LIFCO $LFCBY $LFABF is very similar to Warsaw-listed Dino Polska I wrote about a couple days ago. No not their businesses but rather the recent investor excitement. US ADRs weren't even available 'til barely a year ago for $LFCBY and the "F" shares $LFABF. Lifco is a Swedish investment company that acquires and develops niche market-leading businesses with a decentralized long-term approach. It operates across three segments; Dental Demolition & Tools and Systems Solutions. Focus is on profitability independence and steady compounding growth. As you probably know"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1897047149785047279) 2025-03-04 22:11:00 UTC 6253 followers, XXX engagements "I can't stress enough that Ferrari $RACE is not on par with Herms $HESAF $HESAY $RMS $RMS.PA. You should not value the stocks comparably as I keep seeing people on X do. Ferrari vs. Herms gross margin = XX% vs. XX% Ferrari vs. Herms ROIC = XXXX% vs. XXXX% Ferrari vs. Herms ROCE = XXXX vs. XXXX% The headline on CNBC tonight only reinforces my point and here's why. People - more specifically women - who buy Birkin bags many are truly rich. Many are old money. People - more specifically men - who buy Ferrari are not always rich. Many are high income but low net worth individuals. Think doctors"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1901503506026201549) 2025-03-17 05:18:58 UTC 6262 followers, 1216 engagements "This comment related to $UNH and $CNC is a great reminder as to how WSJ can act as an Inverse Cramer. After getting that false $CNC article removed from Seeking Alpha on Monday back on there to see what's new. This comment is on the latest Centene article. Who else here loaded up on $T and $VZ when WSJ had their hit piece about lead contamination I did. As mentioned though it was a mistake because even though I made a lot of $ on that AT&T and Verizon are buy-low-sell-high stocks. You won't beat S&P holding them 10-20 years. I finished selling them this January. They are not buy and hold"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942969862068023711) 2025-07-09 15:31:28 UTC 6224 followers, 7237 engagements "Heres a video I took today of Serve Robotics $SERV delivering for SweetGreen $SG and others to office buildings downtown LA"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1945314382604591283) 2025-07-16 02:47:45 UTC 6260 followers, 3995 engagements "$CLS Celestica stock down X% right now. AI weakness + Canadian tariff fears as their HQ is Toronto. I favor $FN Fabrinet and $APH Amphenol over $CLS. While not peers they trade together on data center theme. The reason I don't like $CLS is that while the PE looks reasonable relative to history it's because of unusually high margins. For their EPS to be sustainable they need to maintain these high margins which seems unlikely given history (I welcome criticism to convince me otherwise). Take a look at the EV/revenue chart of $CLS which looks similar to data center construction plays like $STRL"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1896590707303067712) 2025-03-03 15:57:16 UTC 6231 followers, 4590 engagements "@Vince85623723 Yeah Dassault Aviation $AM.PA $DUAVF was in my mind but forgot to include it. Even though they have a lower % of revenue from private jets than Bombardier (39 vs. 82%) they are a better stock"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1941157979925238204) 2025-07-04 15:31:42 UTC 6252 followers, XXX engagements "$CNC Centene let's see if it breaches December lows when I bought. If it does I'll just buy more"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1891935579467604453) 2025-02-18 19:39:27 UTC 6221 followers, XXX engagements "My weight in Centene $CNC going into this was about 1/25th that of $UNH. 1.5k shares. I am likely willing to go up to 1/5th the weight of UNH but not on day one. Would like to save room for 2nd best $ELV if we get a surprise. Going into this all my Elevance shares were in $360s so not yet red. Need lower to add"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1940411022847914289) 2025-07-02 14:03:33 UTC 6263 followers, 6590 engagements "When it comes to robotics you have proven Intuitive Surgical $ISRG promising Teslabot $TSLA old school like Fanuc $FANUY $FANUF and ABB $ABBNY. Up and coming names like Serve $SERV and Kraken $KRKNF $PNG.V but what about Teradyne $TER at XX wk low Teradyne is a global leader in automation equipment specializing in automatic test systems for semis and electronics alongside industrial automation solutions like robots and robotic software. Unlike say Kracken what I like about $TER is they are a proven leader in test systems and while admittedly the robotics has been rocky lately that segment"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1907492489923277227) 2025-04-02 17:57:03 UTC 6263 followers, 3866 engagements "With $RKLB at ATHs I noticed my holding is now at an even $1M. But you should not get excited as a shareholder. Whether a stock you have conviction in is up or down it should have no relevance to your emotional state about it. Likewise when such a stock falls dont be discouraged. Be mentally neutral in all share price movements. I remember telling a friend on Seeking Alpha last year when my Rocket Lab was at $500k I viewed it as not real gains because it will likely revert and I just dont care since Im not selling regardless. Sure enough my $RKLB dropped a couple hundred thousand. Be mentally"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1942338460863586388) 2025-07-07 21:42:30 UTC 6223 followers, 97.6K engagements "I was asked about Alexandria Real Estate $ARE and here is why I am *NOT* interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P XXX until X years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was X% and sometimes 2%. Bottomed at XXXX% in 2021 Here's why I'm NOT buying despite likely"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1930611816352084164) 2025-06-05 13:05:00 UTC 6219 followers, 2624 engagements "Another example of why XX% of paid investment advice is a complete scam. Cramer told his $XXX Club Members to sell $GOOG $GOOGL during April lows. Yesterday he told them to buy it back XX% higher. We all know the risks with Alphabet so Im not going to repeat them. All Im going to say is that when there are real risks of significant disruption to core model you need the stock as cheap as possible so the risk/reward skews safer. As mentioned at time I did add in April but not interested here. I actually do think $GOOG could go to $200-210 rather easily but I dont care about that because I focus"  [@SayNoToTrading](/creator/x/SayNoToTrading) on [X](/post/tweet/1944079575786697180) 2025-07-12 17:01:04 UTC 6234 followers, 4821 engagements
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@SayNoToTrading
"BREAKING: Berkshire Hathaway $BRK.A $BRK.B supposedly tapped $GS for $CSX takeover. Possibly but less likely $NSC. Pissed. You know it will be cash deal if it happens. I just finished building by CSX position"
@SayNoToTrading on X 2025-07-21 21:22:40 UTC 6266 followers, 3361 engagements
"Nibble add on Copart $CPRT stock down XX% on earnings. An unusually large move for this name and historically it often rebounds somewhat before close. But this is not a great price. I know Copart is never at a great price but keep in mind that throughout March it was $52-53 for an extended period. Q3 last year $XX if you were quick. I only intend to hold the lowest cost XXX share lot I add today" @SayNoToTrading on X 2025-05-23 14:23:45 UTC 6263 followers, 4843 engagements
"Medpace $MEDP earnings what the hell Working out will review later" @SayNoToTrading on X 2025-07-21 20:25:42 UTC 6263 followers, 8568 engagements
"Was just about to hop in shower when I noticed $MUSA Murphy USA volatility. This is actually quite usual for the name. +50 shares at $XXXXXX. My highest cost lot is $XXXXXX. $ANCTF $ATD $ATD.TO getting interesting here too but I will wait for $45.xx USD" @SayNoToTrading on X 2025-03-17 15:19:44 UTC 6260 followers, XXX engagements
"@ericfredfisher Looks like the P&C insurers as well as brokers like $BRO might be coming down in price for a while. In the case of BRO though it's that acquisition which is weighing most I think" @SayNoToTrading on X 2025-07-18 04:34:28 UTC 6217 followers, XX engagements
"Yes I own 5500 shares of $GOOG but a couple more examples of why their AI is a joke: X. Last week I search for elv earnings and it thinks Im asking about $ELAN instead of $ELV. I mean I typed the exact ticker it was on earnings day and they are much larger market cap. X. Today in a Gmail account in regular inbox not promotions. This obvious spam for a $UNH Medicare kit which apparently is a first aid kit rather than insurance plan. Given budget cuts maybe just band-aid and gauze does make sense though" @SayNoToTrading on X 2025-07-22 04:28:30 UTC 6263 followers, 2256 engagements
"@BillBrewsterTBB Would go there regularly when at my cottage for things like 9V batteries. $X vs. $X on $AMZN. A lot of people who shop at $DG $DLTR are not doing much online shopping either due to limited access to credit and debit cards" @SayNoToTrading on X 2025-07-15 19:40:47 UTC 6263 followers, XXX engagements
"@Macmengss Speaking of MA notice I almost never talk about $HUM. Hate that one" @SayNoToTrading on X 2025-07-18 15:16:18 UTC 6265 followers, XXX engagements
"I am helping someone who inherited a managed retirement account. This is what they've got: ETFs: $GLD $VEA $VTV $VUG $VWO $VXF Mutual funds: $MALOX $PADZX $TGBAX $VBTLX Goal is to rotate into individual high quality equities with a little more speculative growth sprinkled in. Much of this is just S&P tracking with a bit of variance so no strong opinions or hurry on those. Some will likely be kept. However I do have strong dislike for $VWO Vanguard FTSE Emerging Markets. It might as well be re-branded a China ETF. For exposure to China much prefer LVMH $LVMHF $LVMUY $MC.PA here. I also think" @SayNoToTrading on X 2025-06-18 17:45:28 UTC 6213 followers, 4539 engagements
"Copart $CPRT as previously mentioned $47-48 is what I want for adds. But we dont always get what we want. Hence another XXX today" @SayNoToTrading on X 2025-05-30 18:33:32 UTC 6261 followers, 2367 engagements
"@OttoPalacios9 Im telling you health insurance for 2026-2028 will be like what happened with homeowners and auto from 2021-2024. The BBB will be so inflationary for healthcare" @SayNoToTrading on X 2025-07-19 05:32:30 UTC 6224 followers, XXX engagements
"@vinod_potturi No way and speaking of my tickers starting with C I own your employer - go $CMI" @SayNoToTrading on X 2025-07-02 15:29:11 UTC 6179 followers, XXX engagements
"Danaher $DHR and Thermo-Fisher Scientific $TMO get so much love but Mettler-Toledo $MTD stock is another long term compounder in the life sciences space that is under the radar of many. A $10000 investment XX years ago would be worth $867493 compared to just $97748 if you just invested in $SPY. As with $DHR $TMO Bruker $BRKR and other tool and supply providers for pharma and biotech $MTD has retreated a fair amount from highs. I have XXX shares of Mettler-Toledo and will add more if/when it cross below $1000" @SayNoToTrading on X 2025-03-10 20:53:00 UTC 6263 followers, 1248 engagements
"Im not going to dispute this fact about $OSCR. In all fairness he didnt say if its a generation of a human or housefly. If housefly its XX days and that was last time we were at this price" @SayNoToTrading on X 2025-07-12 04:16:59 UTC 6265 followers, 4954 engagements
"Don't really want to talk about politics on here but this is directly related to health insurers specifically Molina $MOH and Elevance $ELV. Today Newsom said he now only wants to give legal immigrants free health insurance. Up until now illegal have qualified for it too. When I saw that first name that came to mind was Molina $MOH. Asked Grok who else covers the most and below was the answer. I own Elevance and Molina and am not really concerned as to fiscal impacts just interested in development. By the way Molina is the most innovative small player after $OSCR Oscar. When I moved to" @SayNoToTrading on X 2025-05-14 18:08:00 UTC 6263 followers, 7348 engagements
"I think I'm among the most open on here showing you both wins and losses. I'm not selling a sub or anything so no ulterior motive in my journaling. People who follow me know that for years I have owned $UNH $ELV $CNC $OSCR $MOH and previously $HUM. Humana was a mistake. I lost money and should have never bought in first place. Always stick with the highest quality. $UNH $HUM for Medicare Advantage and of course UNH best for a lot of other things too. $CNC and $MOH best for Medicaid and subsidized. $OSCR best for disruptive growth been in since $X. Some people act like I just got into $UNH in" @SayNoToTrading on X 2025-06-07 23:54:33 UTC 6231 followers, 13.3K engagements
"@qcapital2020 Have heard the same and why I finally bought $MORN in April" @SayNoToTrading on X 2025-07-18 22:28:50 UTC 6263 followers, XXX engagements
"I know AutoZone $AZO has 6570 stores and O'Reilly Automotive $ORLY has 6400+ but just mentioning this for shareholders outside of LA because it doesn't make national news. There are headlines like this every couple weeks where their stores get decimated. During the riots at least one was totally burnt to the ground. I don't believe their insurance pays for lost biz during reconstruction. I know we're only talking about this happening to 1/500 to 1/1000 stores but still pisses me off" @SayNoToTrading on X 2025-07-21 14:57:18 UTC 6264 followers, 3450 engagements
"@retaox Reinsurance makes me so nervous because of blowup risks. I have owned $EG before but was never comfortable with it" @SayNoToTrading on X 2025-07-19 23:06:52 UTC 6249 followers, XXX engagements
"A lot of people are asking about the emergency rate increases insurers are seeking: Medicaid: Yes amendments allowed mid-year with CMS approval if costs shift significantly. State deadlines (mid-2025 for 2026) can be bypassed for justified changes. $MOH and $CNC have highest exposure. $UNH and $ELV much lower. ACA Marketplace: Yes revisions allowed before final approval (Aug-Sep 2025) even past initial deadlines (May-Jul 2025). $OSCR is primarily marketplace. Odds of success Per Grok X 60-90% chance for meaningful hikes. Stronger in ACA (routine approvals) than Medicaid (state budget" @SayNoToTrading on X 2025-07-22 06:01:00 UTC 6266 followers, 4390 engagements
"@SpacemanZN @amitisinvesting Yes likewise for $CNC and $MOH here. Out of all X $CNC Centene is best risk/reward here. But when retail plows into $OSCR theres no telling how high it goes in near term" @SayNoToTrading on X 2025-06-18 18:26:23 UTC 6263 followers, 1076 engagements
"Paychex $PAYX down X% today. Why should you buy it Why should you not Every time this name gets a dip I always pull up the long term chart and am reminded of the subpar gains vs. S&P $VOO. Don't get me wrong it's not awful. But during many long term timeframes to match of beat the S&P you have to include dividends reinvested. In recent years I am actively trying to reduce dividend income not increase it. Today's drop places yield a hair above 3%. Which is nice if that's what you're looking for. In terms of the bigly payroll processors $PAYX is second to $ADP. I don't like ADP either but" @SayNoToTrading on X 2025-06-25 14:11:18 UTC 6204 followers, 2830 engagements
"CNBC on while working out and Carter Worth says now its time to buy homebuilders. $NVR $LEN $DHI $PHM $TOL etc. are over XX% higher than X weeks ago when he said no. Why does everyone like to buy stocks AFTER they have already gone up" @SayNoToTrading on X 2025-07-09 21:40:21 UTC 6261 followers, 2882 engagements
"How much window dressing goes on with a fund's holdings Take $PWRD TCW Transform Systems ETF. These are top XX holdings. Not even an option for next page or expand full holdings and see the other XX% of fund's weight. Sure you can download an Excel file and figure it out but no one bothers. Even with big guys like $BLK and $IVZ I'm seeing this a lot more the past couple years where you can't view past top XX stocks without downloading a file. Sometimes they're zipped even more of a deterrent. When everyone puts $GEV or whatever in their top XX then sentiment changes funds stampede sell to" @SayNoToTrading on X 2025-07-21 17:14:01 UTC 6266 followers, 1694 engagements
"Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie I am conflicted and here's why. I invested in $AZEK for same reason I invest in Carlisle $CSL Builders Firstsource $BLDR and Trex $TREX because they offer proprietary products with higher margins. Contrast that to James Hardie which is largely commoditized products. Not that you can't make $$$ in those because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products similar to Masco $MAS. I own these X too. I bought Azek at the absolute lows in 2022 and" @SayNoToTrading on X 2025-03-26 15:20:53 UTC 6263 followers, 5246 engagements
"@StockCompil Agreed. May want to do a compare and contrast with $KLAC the leader and smaller niche metrology co's like $ONTO and $NVMI. Also toss in Lasertec (Japanese)" @SayNoToTrading on X 2025-04-02 17:38:09 UTC 6260 followers, XXX engagements
"Just based on watching and reading his articles and YT for several years. He also doesnt know what the hell hes talking about. Im shocked how little he knows often nothing about a company he covers. He just reads a description from elsewhere and sometimes doesnt even know how to pronounce the companys name. Then he relies on his Fast Graphs which as you know are highly variable depending on which time frame you cherry pick since they auto-adjust based on that. Their blended estimates are downright awful especially with value traps and during major distortions like Covid. As far as paid tools" @SayNoToTrading on X 2025-07-14 23:31:15 UTC 6211 followers, XXX engagements
"Great news for Alimentation Couche-Tard $ATD $ATD.TO $ANCTF shareholders. Also of interest to $CASY and $MUSA holders. They're finally pulling out of the hostile 7-11 takeover. As I have mentioned that was a dark cloud hanging and until that was resolved one way or another stock would be range bound. I only have my lowest cost XXX shares. Circle K food is kind of a joke compared to Casey's pizza right" @SayNoToTrading on X 2025-07-17 02:42:07 UTC 6263 followers, 2882 engagements
"Eaton $ETN vs. Hubbell $HUBB vs. Powell Industries $POWL vs. $EME Emcor Group If you love the secular electrification theme like I do and are intrigued by the selloffs in these names which are the best to be in long term As I've discussed before I like $EME and $POWL but do have concerns about this new normal of margins being sustainable. Plus while exercising the other day I noticed Powell got the famous Cramer kiss of death. So for me those two are tiny nibbles only which I've traded around on way down as to not lose money (working so far). $EME is construction and engineering while the" @SayNoToTrading on X 2025-03-10 16:18:00 UTC 6263 followers, 1475 engagements
"Still time for y'all to shell out $XXX to "tune in to Jim Cramer's biggest event of the year" today. If you have anyway of finding out please share what he says to buy and not buy to invert like that $NVDA advice April 4th. Hoping he puts $UNH $CNC $ELV in the doghouse. Might load up on LEAPS if he does" @SayNoToTrading on X 2025-07-11 14:02:09 UTC 6224 followers, 4542 engagements
"Just saw the news about the US federal govt buying into $MP MP Materials stock. I guess my tracking position will remain so because I'm not adding to it at $XX. Lower $20s and now with this development up to the $30s would definitely consider" @SayNoToTrading on X 2025-07-10 15:50:15 UTC 6214 followers, 4456 engagements
"$KRMN Karman Holdings IPO in a few days. Can anyone point me towards a deep dive on this Can never have too much good defense in your portfolio. Based nearby in Huntington Beach yet I've never heard of it" @SayNoToTrading on X 2025-02-05 16:16:06 UTC 6220 followers, 1354 engagements
"@amitisinvesting No one on X talks about it but $FERG will be added to S&P sooner or later" @SayNoToTrading on X 2025-07-18 19:55:01 UTC 6263 followers, 1720 engagements
"If you own $BYDDF which are BYD's H shares via $OTCM don't worry. Your stock did not fall 66%. There's a X for X split not yet reflected. So your broker will show a loss until they update this. $BYDDY are ADRs and should be up to date" @SayNoToTrading on X 2025-06-11 14:40:17 UTC 6245 followers, 3147 engagements
"I have never liked $HLF and do think it's a scam. You can buy better supplements cheaper by simply going outside their MLM scheme. I also feel bad for the people who go into it to sell supplements thinking they will make money but don't. However just because you or I think something is a scam that doesn't necessarily mean it's illegal. Ackman's attack is leaving out the fact that procedural errors were made in claims submission. You or I may think it's wrong they weren't processed anyway on the first try despite errors but if someone submits incorrect paperwork and it gets denied is that" @SayNoToTrading on X 2025-07-15 22:29:32 UTC 6262 followers, XX engagements
"BitMine $BMNR stock reminds me of last year when $QXO went public via a merger between Jacobs Private Equity (Brad Jacob's firm) and public microcap SilverSun. Stock went crazy then crashed. Thomas (Tom) Lee (not drummer) but financial rockstar became board chair of BitMine X weeks ago. Basically plan is to make is the Strategy $MSTR of Ethereum instead of Bitcoin. After $250M PIPE and filing to sell up to $X billion in securities (translation: dilution) to support its accumulation strategy what is the current NAV of $BMNR Grok X tells me $XXXXX as of today. Current share price is $57." @SayNoToTrading on X 2025-07-14 14:20:12 UTC 6263 followers, 3726 engagements
"$DNOPY $DNOPF $DNP.WA Dino Polska stock was a very hyped coming out of Covid as you probably know with Chris Mayer and the like sparking the interest. Not that the hype wasn't deserved but rather it made the stock a bit too popular. Suddenly you had a whole American investment base chasing this semi-private Polish company which has a minimal float. As I do with almost all my stocks I spend hours and hours researching them (and staying on top of research) as I wait for an entry. Sometimes that entry never comes. Sometimes it takes a couple years as was the case with $DNOPY $DNOPF. This I" @SayNoToTrading on X 2025-03-02 06:12:00 UTC 6263 followers, 1203 engagements
"In a sea of red the past couple of days $WST West Pharma (and healthcare in general like $DHR Danaher) is recovering nicely. I placed a red dot on this chart as to what shares I had pre-earnings (they were intraday low hence not visible on chart). I actually have owned $WST stock a couple years but traded around it on way down as to not lose money. After earnings I bought several hundred shares starting at $XXX and down to sub $XXX. In the two days after earnings I unloaded my shares from $202-216. You can see what I'm left with. Almost could have unloaded the $XXX today. Most likely in about" @SayNoToTrading on X 2025-02-25 00:34:03 UTC 6249 followers, XXX engagements
"The $UNH and $ELV followers have been asking me a lot about Cigna $CI. As all X are high quality and less exposure to Medicaid with heavy focus on group health plans. No I have not bought and here's why. We are still way up for the year. You have $ELV and $UNH basically at X year lows flirting with the March/April 2020 Covid levels. $CI is still up XX% above the Jan 30th low which is when I last added. Like UnitedHealth and its Optum Rx Cigna has a major PBM Express Scripts which I also owned before they bought it. $ESRX delisted 2018. Simply put I'm going for the falling knives. Cigna hasn't" @SayNoToTrading on X 2025-07-18 15:09:42 UTC 6260 followers, 6798 engagements
"@TidefallCapital Thats from Q4 recently re-hashed. $ELV is alternative if you dont want any controversy" @SayNoToTrading on X 2025-07-20 01:29:00 UTC 6251 followers, XXX engagements
"$CNC a total disaster of course but did end up using the volatility in $ELV to swap out all my shares for slightly lower cost (shaved $X off the avg). Now all have today's buy date despite owning for years. A surprise could still happen for Elevance so not really looking to increase weight yet just cycle lower when possible. Works until it doesn't" @SayNoToTrading on X 2025-07-02 15:23:06 UTC 6263 followers, 6762 engagements
"@0xHorseman $DHI earnings lifting them all" @SayNoToTrading on X 2025-07-22 15:57:25 UTC 6264 followers, XXX engagements
"I was asked my opinion regarding the $UNH tweet by @BillAckman this morning. My opinion is the same as that of his dire $NFLX warnings in 2022 when stock was $178" @SayNoToTrading on X 2025-07-15 17:54:36 UTC 6263 followers, 20.4K engagements
"Some startling $UNH news came out. This is really going to wreck them. Do they hate females Next we may hear the race card. Lastly if they're called Nazis it's the finale. That's when we will know the haters have ran out of nonsense to say" @SayNoToTrading on X 2025-07-18 03:04:16 UTC 6221 followers, 14.8K engagements
"@RentYourStocks Yeah youre XX% safe and if Im wrong Ill be glad to be wrong" @SayNoToTrading on X 2025-07-16 21:04:57 UTC 6263 followers, XXX engagements
"Sadly $200k though can be spent in XX hours if you are in a severe car crash. You can easily rake up a couple mil and I'm not talking long term care from it. The benefit of health insurance even a low cost $10-20k deductible plan is the pre-negotiated rates on everything. Sticker prices can be as much as 10-20x more and you can't always negotiate on par with insurer even if you offer hospital/provider a suitcase of cash" @SayNoToTrading on X 2025-07-19 23:20:42 UTC 6218 followers, XXX engagements
"I own $LMT $NOC $GD $HII $LHX and related $TDG $HEI $HEIA and as much as I agree with Trump that cutting military budget in half would be good it will never happen. Defense co's are smart - operations spread nationwide in the backyard (and pocketbook) of every elected official" @SayNoToTrading on X 2025-02-13 23:48:44 UTC 6263 followers, 2478 engagements
"Merger Mondays are back Home Depot $HD makes a major pro contractor play by acquiring GMS $GMS for $5.5B meaning $QXO is out. Parker Hannifin $PH to acquire Curtis Instruments for $1B which makes EV components. TransDigm $TDG to buy Simmonds Precision Products from $RTX in $765M deal. Hyatt Hotels $H to sell Playas real estate portfolio for $2B who they recently bought. In other words it's sell real estate but manage/franchise the hotels and resorts. I own every stock listed except GMS" @SayNoToTrading on X 2025-06-30 14:21:54 UTC 6264 followers, 2381 engagements
"You will see I regularly criticize all insurers and UnitedHealth Group is no exception. As I said the other day Geico does all kinds of sketchy stuff but because Buffett sips Cherry Cokes and nibbles See's Candy his folksy persona makes people forget. I think the entire insurance industry is unscrupulous. The question for you I have is what major business are not They're all out to maximize profit. Every single one of them. Rather than get mad I get even by owning the stocks of companies I'm forced to pay money to" @SayNoToTrading on X 2025-07-16 04:31:47 UTC 6263 followers, XXX engagements
"If you think $AMZN is tapping out on improving delivery efficiencies consider this Quantity of X toothbrush heads in X order. Shipped in X different boxes with nothing else. If you think this was intentional because they wanted to conserve limited quantities at local warehouse these were Subscribe & Save so ordered X days before delivery" @SayNoToTrading on X 2025-07-16 20:16:27 UTC 6263 followers, 2553 engagements
"I hate the "Amazon of _____" line simply because it's overused. I get why people say that about $HIMS but if we exclude GLP-1s hair loss and boner pills then $UNH Optum Rx may become the Amazon of pharma. Not just for their own insurance plans either. For example Anthem Blue Cross CalPERS plans use Optum Rx. Last year about XX% of Rx claims were processed by just X PBMs: - Caremark of $CVS Health - Express Scripts Cigna $CI - Optum Rx of UnitedHealth Group Not the largest but Optum Rx is very strong in mail order and it's growing 3x that of Caremark. Like Prime you get your delivery fast." @SayNoToTrading on X 2025-07-20 18:05:12 UTC 6260 followers, 4334 engagements
"When it comes to the best electric utility stocks which have consistent dividend track records and share prices that on average at least double every decade $BKH Black Hills Corp $ES Eversource Energy $NEE Nextera Energy $WEC WEC Energy Group With the exception of $WEC which has XX years of dividend increases the rest are dividend aristocrats with 25+ years of increases. $BKH has raised for XX years. But are they good investments I own $BKH $ES and $ESS but will only add to them at multi-year lows not here. $WEC doesn't quite meet the hurdle for my share price appreciation over XX to 30" @SayNoToTrading on X 2025-03-09 11:24:00 UTC 6264 followers, 1001 engagements
"Anyone here with a Gartner $IT subscription please share if you think its thesis may be broken in face of AI A single seat license can cost up to $10k+ with enterprise $50-100k+. Larger orgs spend millions annually on multiple licenses and consulting services. Initially it was believed $IT would benefit from AI as companies would use them more to figure it out. Now market research from AI is considered a rival. Will returns continue or broken thesis in making perhaps similar to what we might be see unfolding at $ADBE" @SayNoToTrading on X 2025-07-11 23:00:27 UTC 6224 followers, 6281 engagements
"Warning to $CAVA investors I just found out Chipotle $CMG invested in the better Ohio-based Brassica. I own stock in both so dont attack the messenger See my $CAVA vs. Brassica compare and contrast post below" @SayNoToTrading on X 2025-07-06 01:41:01 UTC 6214 followers, 4399 engagements
"@Barchart I know the Dow doesn't matter other than perhaps to Trump because he likes citing big numbers but in the last XX years only a handful of constituents have fallen XX% within XX days: $C (Nov 2008) $BAC (Oct-Nov 2008) $BA (Feb-March 2020) $UNH (April-May 2025)" @SayNoToTrading on X 2025-07-21 04:10:01 UTC 6260 followers, 3483 engagements
"@daveginvesting $XX Don't hate. I'm talking a near worst-case scenario. That would be around an $950k reduction in unrealized gains for me and this is totally plausible. It was $XX in April as a reminder" @SayNoToTrading on X 2025-07-17 02:55:22 UTC 6227 followers, 3173 engagements
"@ReturnsJourney Or a current PE X like $CNC. Lots of Medicaid drama but lots of discounting for that" @SayNoToTrading on X 2025-07-22 21:55:00 UTC 6264 followers, XXX engagements
"I have every right to be critical of $ASTS because I wrote the very first article for it on Seeking Alpha with a "Strong Buy" rating over X years ago titled: AST SpaceMobile: 20-100x Return Or XXX% Loss It's A Binary Bet If you bought then or anytime after worst case is you're up XXX% and best case you are up yes over 20x. This was a 2500 word deep dive not just into the company itself but especially the science. I really drilled home that their phased-array approach although extremely difficult was XXX% possible per the science. Here's an excerpt: I also walked readers through the graveyard" @SayNoToTrading on X 2025-07-01 05:20:30 UTC 6263 followers, 27.6K engagements
"To offset my YTD realized gains I will need to generate some realized losses. Unlike most I prefer to do tax loss selling by August. Out of my hundreds of positions the ones with red lots unrealized are health insurers $UNH $CNC $MOH $ELV. What I think I'm going to do over the next XX days is buy LEAPS now and then in August (31+ days after last purchase) sell any red lots on the stock I have. Will definitely do this on $CNC and $UNH high cost lots. On $MOH and $ELV maybe not because they're not far below breakeven. If one doesn't mind tying up a lot of capital you can buy as an example 10" @SayNoToTrading on X 2025-07-09 18:39:24 UTC 6263 followers, 8101 engagements
"@RentYourStocks You still short going into print tomorrow I recall you were going to as hedge to UNH" @SayNoToTrading on X 2025-07-16 20:48:32 UTC 6228 followers, XXX engagements
"@Invesquotes Normally I hate bait-n-switch talk by management. But doing so for them to buy back a bunch of stock cheap Ok Ill let it slide this time Mr. Troendle of $MEDP. Now please $CNC $MOH $UNH and $ELV do the same" @SayNoToTrading on X 2025-07-22 16:30:52 UTC 6264 followers, 1297 engagements
"If you've only been investing a few years don't be troubled by what are supposed to be great stocks going nowhere. Case in point: Healthcare $XLV which is comprised of many high quality long term (multi-decade) winners like: $UNH UnitedHealth Group $JNJ Johnson & Johnson = quality dividend less appreciation $TMO Thermo Fisher Scientific $DHR Danaher $ELV Elevance $MTD Mettler-Toledo $CNC Centene $MOH Molina .and many others. Every sector has a season. Sometimes the time between being in vogue can be X or XX years easily. Many of these names have been pretty much sideways for X years or worse" @SayNoToTrading on X 2025-07-03 19:49:53 UTC 6263 followers, 7652 engagements
"We may look back at CEO Andy Byron scandal as one of the best things that could ever happen to Astronomer. The fact that you and I are saying their name that they have become a household name in relevant circles is immensely powerful considering: X. This is just another me-too SaaS platform for data orchestration only made possible by ample VC money chasing a trend. X. In May they raised $93M in Series D from Bain Salesforce $CRM Venrock Meritech and others. Perfect timing as trying to do so during immediate aftermath would be a challenge. X. Potential customers are now curious what is" @SayNoToTrading on X 2025-07-20 17:16:48 UTC 6266 followers, 2226 engagements
"@brent_e_trader For valuations from today can I choose $IBKR instead" @SayNoToTrading on X 2025-07-22 15:18:28 UTC 6266 followers, XXX engagements
"While most people trim winners whenever possible I only trim losers. Especially if doing so to buy another loser. Don't sell a winner to buy a loser. None of these were red but they were losers (laggards) and I sold/trimmed them this week for $ELV post earnings: Pultegroup $PHM - Too small of a position. Had XXX shares from the April low at $XX (intraday low past XXX years is $88). So never had chance to build it up. LKQ $LKQ - North America's largest recycler of used cars and trucks. They are complimentary not competitor to $CPRT. Since I've been adding to Copart lately sold out of much" @SayNoToTrading on X 2025-07-19 22:32:44 UTC 6260 followers, 7026 engagements
"Builders FirstSource $BLDR among biggest losers on S&P today. Nothing unique as $ITB down X% and it's among the higher beta names in there. $NVR $DHR $LEN $PHG all around -2%. $HD and $LOW around -1%. Interesting that $BLD is down half that of $BLDR as they're both around same beta. This did lead me to double up on $BLDR today with intention of selling higher cost XXX later. Have done this on BLDR since around $XXX downward" @SayNoToTrading on X 2025-06-02 17:30:37 UTC 6265 followers, 3198 engagements
"Unbelievable a top article on Seeking Alpha about Centene $CNC could be based on a premise which is flat out wrong by an alleged "industry insider." This anonymous author says: "I feel confident writing about insurance companies because I have spent nearly XX years as an executive in the industry." .and. "Let me explain this from an industry insider's point of view." This is his purported insider view: "Medicaid filings are at state level with different deadlines per state. As ACA is federally regulated the Marketplace rate filings are on a federal submission June 5th was the 2025 deadline." @SayNoToTrading on X 2025-07-07 04:30:06 UTC 6221 followers, 15K engagements
"Crown Castle $CCI earnings are tomorrow after market close and the performance of cell tower REITs like American Tower $AMT $CCI and SBA Communications $SBAC has been a mixed bag recently. These companies once outpaced the S&P XXX with their long-term leases and high margins but rising interest rates and slower tower growth have caused them to underperform. The T-Mobile and Sprint merger hurt $CCI the most as T-Mobile cut redundant leases leading to lost revenue. $AMT is better positioned than $CCI and $SBAC with its global footprint stronger long-term contracts with inflation-linked" @SayNoToTrading on X 2025-03-11 15:35:00 UTC 6217 followers, XXX engagements
"Don't assume the comparisons of $CSCO dot-com era vs. $NVDA today are the same for everyone. The market cap of $NVDA is XXXX% of US GDP and XXX% of global GDP. This is beyond unprecedented. For example during dot-com bubble $MSFT peaked at XXX% of US GDP and XXX% of global GDP. Even lower $CSCO peaked at about XXX% of US GDP. If you look at highest market cap companies by decade no one stays on top for long. Especially tech. The most successful at staying within the top few spots have been those which were less disrupted by tech. Think energy companies like $XOM autos like $GM monopolized" @SayNoToTrading on X 2025-07-13 19:18:41 UTC 6262 followers, 9438 engagements
"I dont like that Rocket Lab $RKLB has turned into a meme stock. As always highest cost lots are subject to sale and I just did that. Keeping these 25k shares 20k of which are cost basis in the $3s" @SayNoToTrading on X 2025-07-17 14:10:01 UTC 6266 followers, 13.7K engagements
"$ROP Roper Technologies is one of the most underfollowed long term compounders you can buy. My favorite part of the biz is their Neptune Technology Group which specializes in smart water metering and analytics. I feel like Badger Meter $BMI gets so much love in this niche when it really should be shared with $ROP. Neptune provides AMR (Automated Meter Reading) and AMI (Advanced Metering Infrastructure) solutions helping utilities track water usage detect leaks and improve efficiency. About 1/3rd of the municipal water supply in the US uses $ROP This fits Ropers asset-light high-margin model" @SayNoToTrading on X 2025-03-05 21:56:00 UTC 6262 followers, 1557 engagements
"So far looks like that April 8th $XXX revisited X days ago is good floor for $PAYX" @SayNoToTrading on X 2025-06-30 19:14:09 UTC 6263 followers, 2994 engagements
"My high cost $ONTO shares unloaded today in green now left with these. But don't think I dislike this company at current $XXX. I like it there and a lot higher. Cycled through many shares of this on its decline so I like it much much higher too. If you're not familiar with company read my post from a few days ago:" @SayNoToTrading on X 2025-07-03 14:10:21 UTC 6260 followers, 3845 engagements
"Even though we didn't buy much on April 4th we know very well how far these types can fall. It seems a lot of newer investors don't understand that even the best can fall 50-80% and in fact if you wait long enough they likely will. The question is always. will they first 2x or 4x before getting chopped in half So you still come out ahead buying now. Or will they go up another XX% to fall XX% Leaving you worse off than present if buying now. So many people poo poo the $NVDA vs. $CSCO comps and argue CUDA is the difference etc. but something else different. did Cisco have XXX% of their hardware" @SayNoToTrading on X 2025-07-13 15:00:42 UTC 6221 followers, XXX engagements
"$XOM and $CVX have a long history of not only releasing earnings on the same day but also on Friday mornings. However sometimes Friday earnings are done with intent to sweep under the rug bad results especially when going into 3-day weekend on a low volume Friday. Doing this AM is the "I don't want it to be obvious I'm trying to hide something so I'll do it pre-market." But when done PM on a Friday there's no hiding anything. It's almost universally with the intent to hide bad news. Micro and small caps do this a lot. When I saw $CNC Centene's upcoming earnings are Friday July XX 2025 at 8:30" @SayNoToTrading on X 2025-07-11 14:57:40 UTC 6180 followers, 2360 engagements
"@amitisinvesting Just wrote this $RKLB needs a major breather as does $HOOD. Its healthy" @SayNoToTrading on X 2025-07-21 19:29:06 UTC 6260 followers, 7015 engagements
"Comfort Systems $FIX fans should really be paying attention today to $AAON as these are X sides of same coin. Both specialize in high-end commercial HVAC and have gotten recent tailwinds from AI datacenter buildouts. $FIX is a roll-up/consolidator of these installers. We're not talking the mechanical biz which might install your new Carrier or Bryant $CARR AC for $18k. Typical job for Comfort Systems is hundreds of thousands to millions $. $AAON is a manufacturer of very high end efficient air conditioners. With HQ in Tulsa OK and around 4k employees there as well as TX MO and OR they are" @SayNoToTrading on X 2025-06-17 17:51:24 UTC 6237 followers, 3793 engagements
"While not as high quality as Brown & Brown $BRO or Arthur J. Gallagher $AJG among the insurance brokers Marsh & McLennan $MMC is probably the most interesting here at $XXX. Thing is many people don't realize this post-Covid gravy train on crazy insurance hikes will hit a ceiling. Once it does these stocks could go flattish or underperform market for several years. For example if you bought $BRO at split-adjusted price of $XX in 2006 it was not back at that price for XX full years hitting it again 2016. Yeah GFC was between but Brown & Brown is not a bank or even an insurance company. Just an" @SayNoToTrading on X 2025-07-03 17:54:55 UTC 6260 followers, 2895 engagements
"Ok so Leonardo $FINMF $FINMY Thales $THLEF $THLLY and Airbus $EADSF $EADSY are trying to do the European equivalent of United Launch Alliance (ULA) by $BA and $LMT to beat SpaceX. Yeah that didn't work so well. If you want to go against Starlink it's going to be a moonshot regardless but best bet would be Rocket Lab $RKLB and its Flatellite. At least then you have vertical integration of launch + satellite provider. Yes Airbus Defence and Space through joint venture with Safran does have successful Ariane Rockets. But they're not an efficient way to launch a ton of Starlink knockoffs" @SayNoToTrading on X 2025-06-18 05:00:33 UTC 6224 followers, 2451 engagements
"We may look back at the Andy Byron scandal as one of the best things that could ever happen to Astronomer. The fact that you and I are saying their name that they have become a household name in relevant circles is immensely powerful considering: X. This is just another me-too SaaS platform for data orchestration only made possible by ample VC money chasing a trend. X. In May they raised $93M in Series D from Bain Salesforce $CRM Venrock Meritech and others. Perfect timing as trying to do so during immediate aftermath would be a challenge. X. Potential customers are now curious what is" @SayNoToTrading on X 2025-07-20 17:15:08 UTC 6241 followers, XXX engagements
"@Punished_Jess Yeah you have to go back a decade just to find anyone shopping at $CVS" @SayNoToTrading on X 2025-07-18 22:35:28 UTC 6254 followers, 1858 engagements
"What the hell happened with $AAON today Starting around X pm it shot up over $X - from $XX to $XX - on rumors of an $AMZN deal. According to an unconfirmed tweet William Blair allegedly thinks AAON is manufacturing Amazons data center liquid cooling product. "This has not been confirmed by AAON management and is purely speculation on our part. The product shown in the video looks exactly like the product we saw at AAONs Longview facility in March." Here is screenshot of tweet: Totally unrelated (or maybe not) I did see headlines last night about Amazon pursuing their own in-house cooling for" @SayNoToTrading on X 2025-07-11 02:56:08 UTC 6227 followers, 2513 engagements
"When $OSCR falls it's a "panic crash" due to "misunderstood" model. When $UNH $CNC $MOH fall it's a "broken model" and "bad business." Be aware of your biases. Bottom line is you can't say UnitedHealth Group is evil and Oscar Health is not. All insurers are unscrupulous. Likewise for the many owned by Buffett but since he sips Cherry Cokes nibbling on See's Candies his folksy persona makes people forget his insurers are screwing people too. Yes $OSCR is down XX% from 2025 highs. But this is not a "panic crash" as its high was less than X weeks ago The selloffs in larger insurers especially" @SayNoToTrading on X 2025-07-11 17:51:49 UTC 6263 followers, 24.1K engagements
"It's possible the BBB's Medicaid and ACA cuts really do turn out to be less bad than feared. Centene $CNC and Molina $MOH would likely surge if this gets traction: Republican Senator Hawley has put forth a proposal to rollback Medicaid cuts by about half ($517B / $1.13T = 46%). Surprised You shouldn't be. Mid-terms are coming up and red states have a dipropionate amount of Medicaid recipients. Democrats have proposed a full permanent extension of enhanced ACA credits. Non-starter in current form but you never know with negotiations it might achieve something which is better than nothing." @SayNoToTrading on X 2025-07-23 00:14:00 UTC 6264 followers, 4228 engagements
"$UNH vs. $OSCR stock A lot of people are saying Oscar is trading at 7x earnings for 2027 which is way lower than UnitedHealth Group. So clearly buy $OSCR over $UNH here. Sorry it's not that simple. For one that 7x multiple was true a few weeks ago. Not now after the massive run. It's 11x consensus Dec 2027. Second $UNH is actually 8x Dec 2027. Surprisingly cheaper. Now estimates should be taken with a grain of salt especially that far out. Depending on source those consensus multiples vary. But comparing the multiples of these X companies is like comparing Progressive $PGR with a $153B market" @SayNoToTrading on X 2025-06-23 04:18:27 UTC 6263 followers, 29.3K engagements
"@Rome_cutiepie Short squeeze. Wish $CNC would pull a buyback stunt like this" @SayNoToTrading on X 2025-07-21 21:12:25 UTC 6260 followers, XXX engagements
"Being that Fairfax Financial $FFH $FFH.TO $FRFHF has made me almost XXX% in X years figured I should take a closer look at Fairfax India Holdings $FIH.U $FIH.TO $FFXDF I would never try and invest in India directly. Never invest in markets you don't understand. Especially when there's the added dollar to rupee risk. Fairfax India has been an absolute train wreck. Then again you could say the same about Fairfax Financial from post GFC through Covid low. Luckily I didn't buy until then. I remember during the 2000s everyone said Fairfax was the next Berkshire Hathaway $BRK.A $BRK.B and that Prem" @SayNoToTrading on X 2025-05-28 05:14:05 UTC 6263 followers, 4126 engagements
"Inverse Cramer How about inverse WSJ This article was published Nov. X 2024 the day after Trump won. Bearish on Oscar Health $OSCR (-8% that day) and Centene $CNC (-5%). Due to Obamacare and Medicaid exposure respectively. Bullish on UnitedHealth Group $UNH (+5%) Humana $HUM (+10%) and Aetna $CVS (+13%) due to "a more lenient stance from Republicans on Medicare Advantage and also on antitrust." In retrospect many expectations were inverse of actual results. No better than a coin flip. The point No one ever truly knows what the hell is next" @SayNoToTrading on X 2025-07-10 16:50:00 UTC 6263 followers, 4763 engagements
"Revisiting DOGE govt contractor casualties. Unloaded my XXX highest cost Booz Allen Hamilton $BAH today after going green leaving me with these. Best of bunch for permanent hold remains $CACI and I didn't even get the bottom on that one. Love me some CACI. A little $SAIC sprinkled in there simply because I love David Grusch's UAP insinuations for them and their deep history of decades of black budget projects. Right @tomdelonge $LMT related here but this post is about the more consultant-oriented contractors. I do take back what I said about not ever investing in an airline. I actually DO own" @SayNoToTrading on X 2025-07-02 20:20:00 UTC 6261 followers, 4579 engagements
"What is absolute top of range to consider adding more $AXON stock For me its $XXX. But realistically $XXX. Heres my math on that: Currently at 21x forward EV/rev. Theyll probably blow through that like they always do but lets not make that assumption. For top of range 17x forward is $XXX. 15x forward is $XXX. You can see on chart where that 15x lands. High for sure but within realm of reason for past X years. As reminder in April you could have got $AXON as low as $XXX which is level Im more comfortable with. If we hit $XXX this summer would probably just nibble X or XX shares" @SayNoToTrading on X 2025-07-02 05:00:23 UTC 6264 followers, 4120 engagements
"Even higher risk potentially higher reward is $CNC. Look at EV/revenue going back X decades. Of course no one wants it because of Medicaid. But if you even get a partial (less than half) mean reversion on net margin this is coiled spring. Like I said though much higher risk" @SayNoToTrading on X 2025-07-11 15:36:40 UTC 6215 followers, 1254 engagements
"@1allenzhou Well said. I do but Hillary tried and failed. I think the odds of single-payer are only slightly higher than odds of the US breaking up in the next XX years. In other words very low but not impossible" @SayNoToTrading on X 2025-07-20 16:00:00 UTC 6243 followers, XX engagements
"Wouldnt you say selling $KO during Covid (or any other time really) abided by my rule of not selling winners for losers I think you did the right thing of selling a loser for losers. $KO has been a disaster this century and Im taking that in context of what it is. While many names underperforming for 5-10 years are due to multiple compression thats not the case with Coca-Cola. Rather these are structural issues with company. Such as buying bottlers spinning them back off at loss and so forth. Terrible acquisitions and failure to follow consumer trends even worse than peers. A loser doesnt" @SayNoToTrading on X 2025-07-20 15:49:49 UTC 6261 followers, XXX engagements
"I was asked for update on my $OSCR. I have 2550 shares at $XXXX average. As mentioned I nibbled in the $13-14 and during most recent drawdown took first nibble of XX at $XX. Those are pending sale if/when they go green. If we go below $XX will restart buys" @SayNoToTrading on X 2025-07-22 21:09:44 UTC 6263 followers, 4506 engagements
"As I always say I prefer to own stock in the companies which screw me over the most. Has been a very profitable mantra for me so dont let me down health insurers The more you rip me off on coverage the more of your stock I want to own" @SayNoToTrading on X 2025-07-19 05:18:39 UTC 6262 followers, 5433 engagements
"I added XXX shares of $LVMHF $LVMUY $MC $MC.PA today. This is in addition to my add of XXX on April 7th. Earnings were: Revenue 20.3B Q1 XX 20.7B -XXX% (miss) Est. 21.1B miss % Growth by division Wines & Spirits -X% Fashion & Leather -X% Perfumes & Cosmetics X% Selective Retailing X% Growth by region US -X% Asia (excl. Japan) -XX% Europe +2% The Chinese gov has allegedly lifted the secrecy clause that luxury brands like $LVMH had in place for their Chinese manufacturers. I'm not on TikTok or IG but these videos are a thing on social media right now. I get all the negativity but that's exactly" @SayNoToTrading on X 2025-04-15 14:57:10 UTC 6262 followers, 2054 engagements
"I put in indication of interest on $FIG. At most Id get XXX shares allocated so dont really care but I do think it pops. Coincidentally if youve been following me you know Ive drawn down my $ADBE position from 1000 shares over a year ago to just XXX as thesis changes. So a little Figma stock in its place might be good for me. Right now range is 10x rev compared to 7x for Adobe. But I think it will price above range" @SayNoToTrading on X 2025-07-21 23:28:31 UTC 6264 followers, XXX engagements
"My all-time favorite podcast @bizbreakdowns did one on $UNH They're always way too slow uploading them to YouTube but it's on Spotify right now. UnitedHealth Group: Beyond The Premium" @SayNoToTrading on X 2025-06-16 02:26:33 UTC 6219 followers, 7206 engagements
"True but even if we took out the things most people don't need or want would probably only shave off a single digit % of on premiums. Real waste comes from providers. Look at this Dr. Potter controversy. If I understand correctly she is a plastic surgeon who wanted to charge $UNH an extra $110k for XX hours of additional in-patient monitoring at her own surgery center" @SayNoToTrading on X 2025-07-19 23:18:54 UTC 6216 followers, XX engagements
"No way ship has sailed on Eaton $ETN from risk/reward standpoint. The time to buy it was April 7th or around there. PE and EV/EBIT of forward XX and XX respectively may not seem far-fetched until you realize the unusually high margins they're based on. If margins even partially revert to say 2021/2022 levels you realize what the downside risk can be" @SayNoToTrading on X 2025-07-15 18:16:54 UTC 6260 followers, 2996 engagements
"$ASML earnings last night = example of why I only hold lowest cost lots. It doesn't matter if I also like ASML at $XXX $XXX or $XXX. I do From a risk management perspective the lower your cost basis the lower your risk of losing money. It also allows you to not care when the stock drops XX% on earnings" @SayNoToTrading on X 2025-07-16 13:55:49 UTC 6261 followers, 4503 engagements
"This is why full-service restaurants e.g. $EAT are doing well and independent fast casuals are not as they've gotten too greedy on relative basis. People realize if they're going to tip XX% or more they're longer down with getting their own silverware napkins water and bussing their table" @SayNoToTrading on X 2025-07-17 19:00:27 UTC 6257 followers, 15.1K engagements
"@nrossolillo Good. I've had this little holding of $ANSS a couple years and I don't mind a few extra $SNPS shares. But I do mind the cash component. I HATE cash it's forced realized gains which means taxes" @SayNoToTrading on X 2025-07-14 17:16:59 UTC 6234 followers, XXX engagements
"In case you missed it the BBB had a big win for $UNH PBM Optum Rx. Remember all that fear about PBM reform going into this year Yeah that was entirely dropped from Senate version. Status quo on PBMs = win for $UNH Cigna $CI Express Scripts and $CVS Caremark" @SayNoToTrading on X 2025-07-07 16:12:16 UTC 6264 followers, 13K engagements
"Seen a lot of talk on here of record $ASML buybacks YTD but data says otherwise. Looking back at past XX years nothing special about today's buybacks. Point is thesis suggesting it's a share cannibal is wrong" @SayNoToTrading on X 2025-07-21 14:46:47 UTC 6264 followers, 3823 engagements
"@scottlincicome It was patriotism. Patriotic to farmers of corn" @SayNoToTrading on X 2025-07-16 23:46:07 UTC 6265 followers, 3824 engagements
"I love how there are so-called compounding quality accounts on here who will tout a stock like Copart $CPRT left and right. Then later in 2025 when it's much cheaper not a single mention I searched their feed for Copart (they don't use the ticker). So many of these types don't like to admit it but they chase trends almost as much as traders. They just don't realize some trends as to what is and isn't in style are 5-7 years or longer. But since they've only been investing that long they fail to recognize that. It's normal for long-term winners to move sideways or worse for multiple years at a" @SayNoToTrading on X 2025-07-14 17:48:42 UTC 6263 followers, 5423 engagements
"Hes not as rich as $UNH CEO Stephen Hemsley to drop $25M on stock but Centene $CNC director Thomas Greco did drop $1M as did other insiders at end of last year. Todays price is about XX% lower. After $UNH Centene is probably the best risk/reward in managed care. As mentioned a few days ago I did re-start buying in the $53s. Today I sold highest cost 1500 shares in green near $XX. So right now these $53s are my permanent hold unless we go lower. If we go to $XX will probably bump up to 2k shares. To recap at $55-56 I was at 1k. As with $UNH the better the value the bigger lll make a position." @SayNoToTrading on X 2025-06-26 15:08:39 UTC 6217 followers, 11.2K engagements
"Unlike life insurance where you have to accurately predict when and how a XX y/o will die health insurance is short-tail. When $UNH $ELV $CI $CNC and $MOH price coverage too low they're not screwed for decades. As is the case with life insurance and product liability (think PFAS and asbestos claims). The Big Beautiful Bill was far worse than feared for Medicaid and ACA subsidies which is a rare outcome. As such we shareholders are suffering. Many of the health insurers are trading at 25+ year lows per multiple valuation metrics. But this is not $MMM dealing with PFAS liabilities 30-50 years" @SayNoToTrading on X 2025-07-18 22:23:36 UTC 6263 followers, 28.4K engagements
"I agree its a matter of when not if $HOOD gets $SPY inclusion. But same can be said about $FERG Ferguson. Fact is it was on short list in Q3 last year. Before plummet. Now that market cap has recovered with todays earnings I expect FERG to get it when $SPGI needs to replace a company in that sector (which is not financials like Robinhood)" @SayNoToTrading on X 2025-06-03 19:05:38 UTC 6265 followers, 1486 engagements
"For those in Constellation Software $CSU $CSU.TO $CNSWF Lumine Group $LMN.V $LMGIF and Topicus $TOIV $TOITF a great update on latter published this weekend by @tribaresearch on Seeking Alpha: I own all X with Topicus and Lumine since their spin-offs. As far as adds there was a good time to add last November for Topicus $TOITF which I did. Have yet to add to Lumine" @SayNoToTrading on X 2025-06-30 23:47:30 UTC 6252 followers, 6196 engagements
"Because Elevance Health $ELV just got brought up remember how during the end of last year everyone thought health insurers were toast For almost X months now everyone forgot. I have $CNC $ELV $UNH $MOH $CI and $OSCR. For any which had adds or were new buys last year all those shares were bought at XX week or multi-year lows. And when I say XX week low I'm not talking within 10%. Some like $CNC are within pennies. Even $UNH is only off by a dollar. But guess what At any given time this is happening in the market with at least one sector usually multiple. That's what you should be buying - the" @SayNoToTrading on X 2025-03-18 13:12:00 UTC 6249 followers, 1891 engagements
"Perhaps the most straightforward investment theme from the passage of the Big Beautiful Bill is the big impact it will have on private jet sales. Specifically: General Dynamics $GD who makes Gulfstream jets Bombardier $BDRBF $BBDB.TO $BBDB who makes Challenger Global and Learjet Textron $TXT who makes Cessna and Beechcraft Embraer $ERJ Boeing $BA and Airbus $EADSF $EADSY $AIR.PA benefit but only trivially since they're airline focused. The bill's permanent XXX% bonus depreciation allows buyers to deduct full cost of a private jet in year of purchase. Here's the % of revenue each gets from" @SayNoToTrading on X 2025-07-03 23:11:56 UTC 6234 followers, 3491 engagements
"I know @LeoNelissen will like that Im doing this. $LB LandBridge" @SayNoToTrading on X 2025-07-16 15:50:57 UTC 6263 followers, 6477 engagements
"I hate this $LVMHF $LVMUY $MC.PA rebound. Sure back in green but last Thursday I had a flight departing at market close (1 pm Pacific). Placed an order to double-down these shares at $XXX around noon. Wasn't filling so went to adjust price up a few dollars but plane was boarding so couldn't finish. Now we're 13%+ off that price. I do need to do a dive into how much booze sales are impacting LVMH but the reason I'm confident in buying is Bernard Arnault. He's been buying for first time in years and he thinks in decades and generations not quarters. Yes you will see that "Black Monday" April" @SayNoToTrading on X 2025-07-02 18:00:49 UTC 6261 followers, 4436 engagements
"@Barchart Just what I love to see As shareholder not policyholder" @SayNoToTrading on X 2025-07-19 05:13:06 UTC 6170 followers, 1271 engagements
"@p000dl3 Yes I actually wish $CI had fallen and I own it. That said they did exit Medicare Advantage and they are basically group plans so they have the best strengths at moment. The least deserving of a plunge other than relative valuation reasons" @SayNoToTrading on X 2025-07-20 15:53:28 UTC 6260 followers, XXX engagements
"Percentage of revenue from Medicare: Molina $MOH - XX% Centene $CNC - XX% Elevance #ELV - XX% UnitedHealth $UNH - XX% CVS Health (Aetna) $CVS - X% Stocks to watch tomorrow for sure" @SayNoToTrading on X 2025-06-30 04:00:43 UTC 6252 followers, 8334 engagements
"@RentYourStocks Their earnings are 31st. Let's say $UNH lifts all boats on 29th the sentiment may change and $CI may not fall no matter what their guidance is. Though yes it's the only one not significantly de-risked yet" @SayNoToTrading on X 2025-07-18 15:28:59 UTC 6253 followers, XXX engagements
"Did you get enough chip fab equip stocks during April lows If you didnt get enough $KLAC $LRCX $ASML $TER $ENTG etc. I have one potential idea to share. Of the XX names in my chips account only X is red and that is Onto Innovation $ONTO. Normally I would say average up on long term winners when they take a dip. Dont chase a loser. Maybe that holds true here and I should stop what Im about to say but Ill say it anyway. Because long term this stock is a winner. $ONTO is similar to $KLAC albeit much smaller. Both provide process control tools like inspection and metrology for semiconductor" @SayNoToTrading on X 2025-06-29 10:52:35 UTC 6260 followers, 10.1K engagements
"For fans of $HEI $HEIA $TDG $LOAR you may have missed this years IPO of Karman $KRMN. $RKLB space fans should also take note. Karman Holdings HEICO and TransDigm all aerospace and defense firms specialize in critical components. HEICO and TransDigm dominate aftermarket salesHEICO with cost-effective PMA parts TransDigm with high-margin proprietary productsvia acquisitions. Karman focuses on defense and space projects like hypersonics and missiles with less emphasis on broad aftermarket commercial. All X leverage specialized engineering to produce high-value aerospace and defense components" @SayNoToTrading on X 2025-03-19 15:20:40 UTC 6264 followers, 1428 engagements
"Rocket Lab $RKLB down X% today to $XX and no one should be surprised. I actually WANT it to go down a lot even if it doesnt reach a level Im willing to add (which is substantially lower). Why Because its not healthy to have vertical ascent. Lets come back down to earth rest and reset" @SayNoToTrading on X 2025-07-21 19:19:25 UTC 6264 followers, 17.8K engagements
"Is it time to buy more Copart $CPRT I didn't have time to write about it yesterday but I did post a screenshot in real-time from gym showing you I was buying. 1200 shares added. Previously I've also written about how this $47-48 level has been a strong area of support for about XXX years now (since end of 2023). Of course the floor can always fall out so no claims it won't. I am adding anyway. Too much to unpack here in terms of why this high multiple stock deserves a premium. But here's a snapshot showing $CPRT margins (look at that net margin) ROIC and ROCE" @SayNoToTrading on X 2025-06-14 15:01:37 UTC 6263 followers, 5739 engagements
"Look I don't care what anyone tells you. If you are building a position for long term (to hold multiple years and longer) then you are never better off paying more all things equal. Case in point: Mercado Libre $MELI When I say all things equal I'm talking fundamentals and macro. Assume I'm talking no unexpected company-specific performance differences between the two dates. Earnings were great but not unexpected. About X months ago a prominent account on here (shilling a sub) said he was now buying $MELI at $2600. I asked why he wasn't interested XX% lower just X weeks prior Rather than say" @SayNoToTrading on X 2025-07-10 18:48:00 UTC 6265 followers, 5528 engagements
"But $TMO is cheaper than $DHR here because overall TMO has higher quality products which are more dominant and lacking alternatives. Danaher is more value focused tends to go for 2nd best in an acquisition. Then jack up the pricing and increase efficiencies. $TMO has more true pricing power based on no viable alternatives" @SayNoToTrading on X 2025-06-19 21:23:49 UTC 6227 followers, XXX engagements
"In an effort to avoid Buffett cliches I haven't wanted to say this but Berkshire's 13F contained a confidential treatment tag for a secret stock. The odds it's UnitedHealth $UNH are greater than X% let's just say that. Here's why. Whatever they're buying it's most likely a $50B+ or larger market cap because that allows them to invest billions without triggering a X% or XX% stake (which would involve other disclosures). When you compile their buy and sell activity for Q1 in the "Banks insurance and finance" category Berkshire's cost basis fell from $15.71B in Q4 2024 to $XXXXX billion in Q1" @SayNoToTrading on X 2025-06-07 10:50:00 UTC 6263 followers, 62.7K engagements
"@giannitalks @TadeuzWitkow and my favorite because of what it was: $AXP salad dressing scandal" @SayNoToTrading on X 2025-07-22 04:10:49 UTC 6260 followers, XXX engagements
"My buy order for 1000 shares of $CNI Canadian National Railway hit at $XXXXX at X mins after open. Still waiting on the better $CP Canadian Pacific as it was $70-71 in past months when I last bought. Not adding $UNP $CSX $NSC because the real fear is on Canadian side" @SayNoToTrading on X 2025-03-04 15:33:46 UTC 6265 followers, XXX engagements
"@a_living_fossil @Barchart If you prove lower income/net worth you can for sure. But if you have high income/net worth negotiation is not generous with most hospital systems if it's a large amount" @SayNoToTrading on X 2025-07-19 23:33:35 UTC 6216 followers, XX engagements
"@a_living_fossil @Investmentkage It is. Its X% before all the expenses" @SayNoToTrading on X 2025-07-21 19:37:55 UTC 6245 followers, XX engagements
"I was really hoping to get more feedback on Gartner $IT. Similar to Adobe $ADBE their subscriptions have deep entrenchment but I've concluded the risk with AI has introduced too much uncertainty. Competitive analysis with LLMs seems like legit threat to model. I sold off XXX shares and have XX remaining. Earnings next week" @SayNoToTrading on X 2025-07-17 21:43:33 UTC 6223 followers, 3637 engagements
"Everyone is focusing on $UNH earnings July 29th but I want to remind you of another potential catalyst X weeks later. Form 13F filing deadline is Aug XX. UnitedHealth Group is exactly the name fund managers love because it has lots of liquidity. Previously among XX largest market cap. It's all but guaranteed we are going to see new names in $UNH but who" @SayNoToTrading on X 2025-07-21 00:53:25 UTC 6266 followers, 31.5K engagements
"This is why I don't sell puts. 10-20 years ago we didn't get the kind of earnings moves we do now. What may have been a 4-7% move back then today it's a 10-15% or greater. Not just earnings. Everything is overly dramatic now. That's because options do drive prices. OCC cleared 1.4B contracts in 2005 vs. 10.9B in 2024 (8x increase). Everyone's a degen now and post-Covid took it to a new level. Risk is not priced appropriately because everyone wants to play in the casino. On the inverse why I don't do covered calls either" @SayNoToTrading on X 2025-07-23 04:51:44 UTC 6264 followers, 3598 engagements
"From its peak XX days ago $OSCR is down 37%. But hey as a reminder you are still green YTD. You are doing way better than any of us in any other health insurer" @SayNoToTrading on X 2025-07-18 04:52:12 UTC 6221 followers, 9248 engagements
"Anyone who follows me knows my take on leveraged ETFs. I do make rare exceptions and buy $TQQQ and $SOXL such as in April which I still hold. Well now we have a 2x play on $UNH stock with $UNHG Leverage Shares 2X Long UNH Daily ETF. Is this a good or bad thing Well Im not a fan of leveraged ETFs generally. If you search my feed you will see hypothetical backtesting of how if $TQQQ existed XX years ago and you bought you would still be down or close to breakeven. That said this is generically speaking and not investment advice I support any and all things which might contribute to a $UNH" @SayNoToTrading on X 2025-07-22 18:56:54 UTC 6264 followers, 10.4K engagements
"I did do a switcheroo this morning on those X higher cost $FICO shares from a few days ago. And I'm just using the word switcheroo to annoy you" @SayNoToTrading on X 2025-07-14 17:30:10 UTC 6262 followers, 3374 engagements
"$GOOG $GOOGL earnings this Wednesday. Had low expectations but not anymore after hearing Cramer dumped it. Probably should have added more in April" @SayNoToTrading on X 2025-07-21 13:42:25 UTC 6264 followers, 9253 engagements
"Bought 2250 shares of Centene $CNC this morning in the mid $54s after taking out its Dec low from the $55s. Not large cap like $UNH or $ELV but Centene is X of the X best small health insurers. Other X being Molina $MOH and Oscar $OSCR. Despite X years of valuation compression still beats S&P over XX years. Forward PE is 7.5x. Health insurers so out of favor you don't need full mean reversion to outperform going forward. Just a slight bump can do. Being small no big bullseye on its back like UnitedHealth. No internal PBM. However it has risks of more exposure to lower income which includes" @SayNoToTrading on X 2025-06-02 14:31:02 UTC 6263 followers, 8354 engagements
"Did you know BE Semiconductor $BESI $BESI.AS $BESIY had a XX% CAGR the last XX years It's a 100-bagger stock. Glad to see my friend @nrossolillo cover it in a dedicated video today: $NVDA and $AVGO might get all the attention but plenty of others in the AI and accelerated computing space also have insane gains such as this stock. What they do is design and manufacture die attach packaging and wire bonding systems. If you own Applied Materials $AMAT stock you already own about X% of $BESI as they purchased a stake in April. BE Semi trades on Amsterdam exchange but you can access it via ADRs" @SayNoToTrading on X 2025-06-16 23:15:40 UTC 6265 followers, 2636 engagements
"Potter's videos imply a rep demanded she interrupt surgery to justify coverage implying forced halt mid-procedure and patient risk. Terrible if true but that's not the whole story. @BillAckman needs to acknowledge these pertinent detail which I'm quoting from $UNH response: "UnitedHealthcare did not ask or expect you to scrub out of surgery and call right now as you falsely claim. Rather our client was surprised that you left a patient mid-surgery to return a call that it had informed your staff was not urgent and could wait. You know this because UnitedHealthcares representative told you" @SayNoToTrading on X 2025-07-15 23:31:29 UTC 6262 followers, 36.5K engagements
"@LeoNelissen Or better said $NOC today is what $LMT once was" @SayNoToTrading on X 2025-07-22 23:11:08 UTC 6264 followers, XXX engagements
"Yes but similar to $MOH kind of wish $ELV already had waterfall moment. As I wrote about a week ago Im holding off on adding. My highest cost Elevance are $360s so even though stock is something like XX% off highs Im not down much yet. Similar story for my $MOH. I am just a lot more comfortable after huge declines. All things equal $ELV is obviously preferred 2nd choice after $UNH. But UNH has had waterfall moment. How closely have you done pro-forma on Molina and Elevance with BBB impact assumptions ranging from base to worst case" @SayNoToTrading on X 2025-07-11 15:53:54 UTC 6226 followers, XXX engagements
"At gym today listened to great podcast hosted by @Clay_Finck about serial acquirers with heavy focus on Nordic names like Lifco $LIFCO $LFCBY $LFABF Bergman & Beving $BERG.B Indutrade $INDT $IDDWF Addtech $ADDT $ADDHY and Lagercrantz Group $LAGR. Part I enjoyed most was about Roko $ROKO $ROKO.B (not to be confused with $ROKU) which IPO'd just last month in Sweden. It's led by former CEO of $LIFCO.B who under his leadership saw 100x shareholder return. Roko stock is down quite a bit since going public which is no surprise given the timing. One thing I don't like about it is lack of focus on" @SayNoToTrading on X 2025-04-11 22:59:50 UTC 6263 followers, 1738 engagements
"@unusual_whales $FICO scores turned into millennial trophies" @SayNoToTrading on X 2025-07-18 17:12:05 UTC 6260 followers, XXX engagements
"The @grok app has gone full-on $MSFT mode. Instead of forcing an Edge browser search you never wanted it forces you to open anime girl Ani" @SayNoToTrading on X 2025-07-16 15:27:24 UTC 6261 followers, 2372 engagements
"A chart going around from Kobeissi saying retail activity has taken out 2021 peak; XX% vs. XXXX% then. But that's for retail only as % of total single stock shares. This chart from Citadel shows you we are still below 2021 peak when looking at retail as % of overall shares traded" @SayNoToTrading on X 2025-07-19 23:24:00 UTC 6260 followers, 2409 engagements
"@amitisinvesting Did she buy $BMNR open market or the sweetheart PIPE participant price of $4.50" @SayNoToTrading on X 2025-07-22 04:33:28 UTC 6264 followers, 3101 engagements
"@TadeuzWitkow $BRK.A $BRK.B actually bought $UNH in 2006-2008 under same CEO and their thesis was in part due to options backdating scandal" @SayNoToTrading on X 2025-07-21 15:28:59 UTC 6262 followers, XXX engagements
"Check numbers directly. All of those are wrong. Dont be fooled by the confidence of LLMs answers they have been trained to sound that way. You will have to do the homework yourself but heres a hint to start: $ELV already gave us $XX EPS guidance for this year. Analyst estimates have not caught up. LLMs still too dumb/lazy (with processing) to dig deep enough to realize that. Instead they just pull FactSet average and call it a day with confidence" @SayNoToTrading on X 2025-07-20 15:57:35 UTC 6243 followers, XXX engagements
"@DurableCreators Own every single one on that list except $MSI. I think I owned the company before it split and $GOOG bought Motorola Mobility around XX years ago" @SayNoToTrading on X 2025-05-05 16:02:09 UTC 6241 followers, XXX engagements
"More misinformation. This time resorting to truths and twisting them. I know people don't watch TV much now but anyone who ever has is well aware of Medicare Advantage commercials from $UNH (AARP co-branded) $HUM and others. You know the ones with a washed-up actor/athlete at death's door as the spokesman. For many years now those commercials tout the Medicare Flex card. Sometimes referred to as aMedicare food allowance card or Medicare healthy food card. Most plans which offer this are Special Needs Plans (SNPs). Per "A Special Needs Plan (SNP) provides benefits and services to people with" @SayNoToTrading on X 2025-07-22 18:31:46 UTC 6266 followers, 2062 engagements
"Are data center buildout stocks like $EME Emcor Group $STRL Sterling Infrastructure $FIX Comfort Systems and $POWL Powell Industries cheap after their selloffs this week Maybe not. Many investors today werent investing XX years ago where it was a similar story playing out with names like $ACM AECOM $FLR Fluor and similar. Same story just not specific to data centers. It was for the construction and infrastructure boom leading up to the GFC. Using Fluor as example take a look at EV/revenue chart below. I like to focus on EV/revenue (not PE or EBITDA) because margins in these types of highly" @SayNoToTrading on X 2025-02-22 17:23:07 UTC 6263 followers, 1474 engagements
"I've been told by $UNH employees and providers commenting that actually NONE OF THEM refer to it as UNH. If they're going to use initials they say UHC or UHG for UnitedHealth Group. NOT the stock ticker. Only investors call it UNH. The plastic surgeon who went viral has a GoFundMe. I found it interesting that she refers to the company as UNH repeatedly and guess who the first donor was forking over $100k Yep @BillAckman Are we really supposed to believe he doesn't have any ulterior motives here" @SayNoToTrading on X 2025-07-16 04:12:41 UTC 6263 followers, 33.6K engagements
"Same can be said about the answers you get from LLMs. Especially for financial data analysis. They miss nuances such as recently revised guidance and just pull FactSet average or similar and assume its still up-to-date" @SayNoToTrading on X 2025-07-20 16:04:23 UTC 6261 followers, 3234 engagements
"Tomorrow $UNH bulls may (or may not) get some relief. $ELV reports AM. I have about $500k in the name going into the print. If less bad than feared it could be the tide which lifts all boats. Elevance has higher Medicaid exposure nearly double UNH's as a % but nowhere near the high levels of Molina $MOH and Centene $CNC (which I also own). ELV's primary focus are commercial plans under Blue Cross Blue Shield licenses in most states. $UNH derives much more revenue from Medicare (40% from CMS) but has broader diversification with Optum and Optum Rx. In short anything govt isn't great at moment" @SayNoToTrading on X 2025-07-17 05:14:58 UTC 6260 followers, 17.9K engagements
"The $AMZN Prime Day price scam pictured. I was going to re-stock these $KMB Kleenex this weekend but decided to wait X days for Prime Day. They have been $XXXX forever (on my Subscribe and Save so I know) and starting Prime Day price jumps to $XXXX. That's +18%. To get them near their normal price there is now a XX% off coupon but you have to spend $35+ on qualifying items. Most of which are things you don't want or need" @SayNoToTrading on X 2025-07-10 13:33:21 UTC 6229 followers, 3540 engagements
"I've written about Camtek $CAMT before which you can group with $KLAC and $ONTO for metrology and inspection equipment. Today my shares are back to being loaned out the only name in my chip portfolio to do so. Shorts tried this in March and April when stock was in $50s and $60s. Guess they're trying again" @SayNoToTrading on X 2025-06-30 14:39:45 UTC 6253 followers, 3205 engagements
"Why is Centene $CNC Oscar Health $OSCR and Molina Healthcare $MOH down afterhours Centene withdrew 2025 GAAP and adjusted diluted EPS guidance. Health Insurance Marketplace Challenges: Wakely Consultants data (22 of XX states XX% of membership) showed lower market growth and higher morbidity. $XXX billion net risk adjustment revenue reduction $XXXX EPS impact. Additional reductions expected for remaining seven states. Refiling 2026 Marketplace rates to address these issues. Medicaid Operations: Rising costs in behavioral health home health and high-cost drugs (e.g. New York Florida). Q2 2025" @SayNoToTrading on X 2025-07-01 21:47:32 UTC 6262 followers, 17.3K engagements
"Rocket Lab $RKLB competitor Firefly Aerospace $FLY filed to IPO. But I'd rather keep XXX% of my $1.1M in $RKLB stock than re-allocate any to Firefly and here's why. Valuation last Nov was $2B and riding the coattails of space hype I expect we will see pricing at $3.5-5B. Keep in mind that's pricing. Initial open who knows. In other words we will probably be looking at valuation which is 1/4 that of Rocket Lab today. Could reach 1/3rd on day one. The thing is Rocket Lab is way more than 4x better (de-risked) than Firefly. If one of my brokers allow I will put in an indication of interest and" @SayNoToTrading on X 2025-07-14 15:01:57 UTC 6263 followers, 4631 engagements
"$XLV / $SPY It cant go down forever. If you subtracted the #1 weighted $LLY at XXXX% the record would go back even further (probably before the ETF existed). $UNH is 4th highest weight and prior to fall it was higher. Chart: Ned Davis Research" @SayNoToTrading on X 2025-07-19 15:55:28 UTC 6262 followers, 5682 engagements
"I don't know when it will be but I believe we will look back at the tariff crash as we did the Covid crash - something rapid severe and short-lived. It may even be a quicker recovery than Covid as there were rolling bottoms for many sectors during that time. Here *almost everything is crashing at once. Both safe havens and speculative. *There are a few holdouts right now like P&C insurance. But for most part everything is crashing. Even munis are having their worst day in XX years so we took out the GFC record on that" @SayNoToTrading on X 2025-04-09 17:10:56 UTC 6263 followers, 77K engagements
"@alex_avoigt Im no Waymo fan and I know you understand the chart but this is going to mislead a lot of people who dont understand it. Would be better to chart accidents per vehicle or better yet per X miles" @SayNoToTrading on X 2025-07-19 16:02:35 UTC 6179 followers, 4148 engagements
"Earnings I have my eye on this Tuesday for potential buying opportunities. Nothing noteworthy Monday. Tuesday AM: $DHR Danaher is down in the dumps already a bad print or guidance might make it even cheaper. $ELV Elevance already pre-announced shortly after they saw what happened to $UNH so no surprises likely. I would choose UNH at the current $XXX over ELV at $XXX (it's at $XXX right now). Tuesday PM: $TSLA Tesla highest cost lots I have are $215-216 with an average cost in the low $100s. If we take out the $XXX level on downside I will likely buy. $ISRG Intuitive Surgical I've owned since" @SayNoToTrading on X 2025-04-18 14:33:01 UTC 6254 followers, 1009 engagements
"Stockholm-listed Lifco $LIFCO $LFCBY $LFABF is very similar to Warsaw-listed Dino Polska I wrote about a couple days ago. No not their businesses but rather the recent investor excitement. US ADRs weren't even available 'til barely a year ago for $LFCBY and the "F" shares $LFABF. Lifco is a Swedish investment company that acquires and develops niche market-leading businesses with a decentralized long-term approach. It operates across three segments; Dental Demolition & Tools and Systems Solutions. Focus is on profitability independence and steady compounding growth. As you probably know" @SayNoToTrading on X 2025-03-04 22:11:00 UTC 6253 followers, XXX engagements
"I can't stress enough that Ferrari $RACE is not on par with Herms $HESAF $HESAY $RMS $RMS.PA. You should not value the stocks comparably as I keep seeing people on X do. Ferrari vs. Herms gross margin = XX% vs. XX% Ferrari vs. Herms ROIC = XXXX% vs. XXXX% Ferrari vs. Herms ROCE = XXXX vs. XXXX% The headline on CNBC tonight only reinforces my point and here's why. People - more specifically women - who buy Birkin bags many are truly rich. Many are old money. People - more specifically men - who buy Ferrari are not always rich. Many are high income but low net worth individuals. Think doctors" @SayNoToTrading on X 2025-03-17 05:18:58 UTC 6262 followers, 1216 engagements
"This comment related to $UNH and $CNC is a great reminder as to how WSJ can act as an Inverse Cramer. After getting that false $CNC article removed from Seeking Alpha on Monday back on there to see what's new. This comment is on the latest Centene article. Who else here loaded up on $T and $VZ when WSJ had their hit piece about lead contamination I did. As mentioned though it was a mistake because even though I made a lot of $ on that AT&T and Verizon are buy-low-sell-high stocks. You won't beat S&P holding them 10-20 years. I finished selling them this January. They are not buy and hold" @SayNoToTrading on X 2025-07-09 15:31:28 UTC 6224 followers, 7237 engagements
"Heres a video I took today of Serve Robotics $SERV delivering for SweetGreen $SG and others to office buildings downtown LA" @SayNoToTrading on X 2025-07-16 02:47:45 UTC 6260 followers, 3995 engagements
"$CLS Celestica stock down X% right now. AI weakness + Canadian tariff fears as their HQ is Toronto. I favor $FN Fabrinet and $APH Amphenol over $CLS. While not peers they trade together on data center theme. The reason I don't like $CLS is that while the PE looks reasonable relative to history it's because of unusually high margins. For their EPS to be sustainable they need to maintain these high margins which seems unlikely given history (I welcome criticism to convince me otherwise). Take a look at the EV/revenue chart of $CLS which looks similar to data center construction plays like $STRL" @SayNoToTrading on X 2025-03-03 15:57:16 UTC 6231 followers, 4590 engagements
"@Vince85623723 Yeah Dassault Aviation $AM.PA $DUAVF was in my mind but forgot to include it. Even though they have a lower % of revenue from private jets than Bombardier (39 vs. 82%) they are a better stock" @SayNoToTrading on X 2025-07-04 15:31:42 UTC 6252 followers, XXX engagements
"$CNC Centene let's see if it breaches December lows when I bought. If it does I'll just buy more" @SayNoToTrading on X 2025-02-18 19:39:27 UTC 6221 followers, XXX engagements
"My weight in Centene $CNC going into this was about 1/25th that of $UNH. 1.5k shares. I am likely willing to go up to 1/5th the weight of UNH but not on day one. Would like to save room for 2nd best $ELV if we get a surprise. Going into this all my Elevance shares were in $360s so not yet red. Need lower to add" @SayNoToTrading on X 2025-07-02 14:03:33 UTC 6263 followers, 6590 engagements
"When it comes to robotics you have proven Intuitive Surgical $ISRG promising Teslabot $TSLA old school like Fanuc $FANUY $FANUF and ABB $ABBNY. Up and coming names like Serve $SERV and Kraken $KRKNF $PNG.V but what about Teradyne $TER at XX wk low Teradyne is a global leader in automation equipment specializing in automatic test systems for semis and electronics alongside industrial automation solutions like robots and robotic software. Unlike say Kracken what I like about $TER is they are a proven leader in test systems and while admittedly the robotics has been rocky lately that segment" @SayNoToTrading on X 2025-04-02 17:57:03 UTC 6263 followers, 3866 engagements
"With $RKLB at ATHs I noticed my holding is now at an even $1M. But you should not get excited as a shareholder. Whether a stock you have conviction in is up or down it should have no relevance to your emotional state about it. Likewise when such a stock falls dont be discouraged. Be mentally neutral in all share price movements. I remember telling a friend on Seeking Alpha last year when my Rocket Lab was at $500k I viewed it as not real gains because it will likely revert and I just dont care since Im not selling regardless. Sure enough my $RKLB dropped a couple hundred thousand. Be mentally" @SayNoToTrading on X 2025-07-07 21:42:30 UTC 6223 followers, 97.6K engagements
"I was asked about Alexandria Real Estate $ARE and here is why I am NOT interested in buying it despite being totally washed out. In one of my income-focused portfolios I was in it last decade and sold in $90s-$100s within the past year or two. You can see how with dividends reinvested (if taxes didn't exist) it kept pace with S&P XXX until X years ago. That is actually really great for a REIT. Though historically this has been a low yielding REIT. For most of last decade and much of this decade yield was X% and sometimes 2%. Bottomed at XXXX% in 2021 Here's why I'm NOT buying despite likely" @SayNoToTrading on X 2025-06-05 13:05:00 UTC 6219 followers, 2624 engagements
"Another example of why XX% of paid investment advice is a complete scam. Cramer told his $XXX Club Members to sell $GOOG $GOOGL during April lows. Yesterday he told them to buy it back XX% higher. We all know the risks with Alphabet so Im not going to repeat them. All Im going to say is that when there are real risks of significant disruption to core model you need the stock as cheap as possible so the risk/reward skews safer. As mentioned at time I did add in April but not interested here. I actually do think $GOOG could go to $200-210 rather easily but I dont care about that because I focus" @SayNoToTrading on X 2025-07-12 17:01:04 UTC 6234 followers, 4821 engagements