# ![@i9theghost5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1106878969096351745.png) @i9theghost5 TheGhost

TheGhost posts on X about $oscr, growth, business, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1106878969096351745/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106878969096351745/c:line/m:interactions.svg)

- [--] Week [------] +28%
- [--] Month [------] +197%
- [--] Months [-------] -71%
- [--] Year [---------] +35%

### Mentions: [--] [#](/creator/twitter::1106878969096351745/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106878969096351745/c:line/m:posts_active.svg)

- [--] Week [--] -18%
- [--] Month [---] -78%
- [--] Months [-----] +352%
- [--] Year [-----] +114%

### Followers: [-----] [#](/creator/twitter::1106878969096351745/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106878969096351745/c:line/m:followers.svg)

- [--] Week [-----] +0.51%
- [--] Month [-----] +0.65%
- [--] Months [-----] -0.04%
- [--] Year [-----] -0.22%

### CreatorRank: [-------] [#](/creator/twitter::1106878969096351745/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1106878969096351745/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.24% [finance](/list/finance)  31.43% [technology brands](/list/technology-brands)  11.43% [cryptocurrencies](/list/cryptocurrencies)  6.67% [automotive brands](/list/automotive-brands)  1.9% [celebrities](/list/celebrities)  1.9% [financial services](/list/financial-services)  1.9% [exchanges](/list/exchanges)  0.95% [social networks](/list/social-networks)  0.95%

**Social topic influence**
[$oscr](/topic/$oscr) #42, [growth](/topic/growth) #1740, [business](/topic/business) 9.52%, [in the](/topic/in-the) 8.57%, [ai](/topic/ai) 7.62%, [we are](/topic/we-are) 6.67%, [$u](/topic/$u) #31, [ratio](/topic/ratio) #292, [bit](/topic/bit) 5.71%, [$path](/topic/$path) #18

**Top accounts mentioned or mentioned by**
[@wimalsamara](/creator/undefined) [@donald04284612](/creator/undefined) [@dongreco21](/creator/undefined) [@vixandmore](/creator/undefined) [@bellex29](/creator/undefined) [@rubicon59](/creator/undefined) [@wcgamerbg](/creator/undefined) [@showteczek](/creator/undefined) [@ccmbrett](/creator/undefined) [@fiscalai](/creator/undefined) [@zchumyt](/creator/undefined) [@ashton1nvests](/creator/undefined) [@vdmandele](/creator/undefined) [@bellex29_](/creator/undefined) [@wc_gamer_bg](/creator/undefined)

**Top assets mentioned**
[Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Unity Software Inc. (U)](/topic/$u) [UiPath, Inc. (PATH)](/topic/$path) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Eclipse (ES)](/topic/$es) [Asana, Inc. (ASAN)](/topic/$asan) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/$btc) [Duolingo, Inc.  (DUOL)](/topic/$duol) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Vixco (VIX)](/topic/$vix) [Ethereum (ETH)](/topic/$eth) [Adobe, Inc. (ADBE)](/topic/$adbe) [GammaSwap (GS)](/topic/$gs) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Doge Eat Doge (OMNOM)](/topic/$omnom)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Updated model This would for sure be the Bullish case since I assumed a higher growth in Members for the following years As per usual result where the company should trade today just a model But all in all the numbers are there and are not even that aggressive $OSCR So first thing first Very happy w the results of the old model for [----] it was extremely close to the guidance for both MLR and SG&A Ratio Profitability also quite close to guidance a bit higher due to lower MLR and SG&A Ratio All in all very happy $OSCR So first thing first Very happy w the results of the old model for [----] it"  
[X Link](https://x.com/i9theghost5/status/2021965628794622358)  2026-02-12T15:12Z [----] followers, [---] engagements


"So first thing first Very happy w the results of the old model for [----] it was extremely close to the guidance for both MLR and SG&A Ratio Profitability also quite close to guidance a bit higher due to lower MLR and SG&A Ratio All in all very happy $OSCR Updating the model tomorrow will share everything Here guidance vs prior model for [----] I was conservative on the members and Revenues did not expect that massive Mkt Share gain But was too optimistic on MLR and S&A All in all EBIT and Earnigns not that far off $OSCR https://t.co/43tmPeI5uZ Updating the model tomorrow will share everything"  
[X Link](https://x.com/i9theghost5/status/2021963378831265942)  2026-02-12T15:03Z [----] followers, [----] engagements


"A lot of TACO this week he prob understood 1) approval below 30% the worst for any president 2) economy is really suffering and being slowed unnecessarily for tariffs bullshit 3) tariffs actually increasing the affordability problem TBD if its not too late for markets $ES BREAKING: President Trump is planning to scale back tariffs on steel and aluminum goods per FT. BREAKING: President Trump is planning to scale back tariffs on steel and aluminum goods per FT"  
[X Link](https://x.com/i9theghost5/status/2022260233158955093)  2026-02-13T10:43Z [----] followers, [---] engagements


"30% 🔥 After tapping the VWAP already back at the high of the base its roughly a [--] years long one Hoping $PATH gonna do something like this on its earnings next month $RIVN Amazing reaction to Earning on $RIVN today +15% AH I already did a model similar to $OSCR for it in December will incorporate it with today's results and update it then will share everything Future looks good for Rivian Amazing reaction to Earning on $RIVN today +15% AH I already did a model similar to $OSCR for it in December will incorporate it with today's results and update it then will share everything Future looks"  
[X Link](https://x.com/i9theghost5/status/2022395579796722046)  2026-02-13T19:40Z [----] followers, [---] engagements


"Another piece of the puzzle Hopefully demolished names start to find their footing next week $ES Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV Total Put/Call Ratio jumped to the highest reading since the Liberation Day crash. https://t.co/1UCrRk6QVV"  
[X Link](https://x.com/i9theghost5/status/2022679881222590629)  2026-02-14T14:30Z [----] followers, [---] engagements


"Are we in a bull market or not Being a contrarian by nature I say we go up People are scared F&G now reseted to neutral level leverage positions completely flushed and fundings are in (almost) bear mkt. territory Plus we are at support $BTC $ETH"  
[X Link](https://x.com/i9theghost5/status/1365433386475675657)  2021-02-26T22:47Z [----] followers, [--] engagements


"Id give 30% chance we clear 5k this week or the next $ETH"  
[X Link](https://x.com/anyuser/status/1434486776631074816)  2021-09-05T12:01Z [----] followers, [--] engagements


"Remarkable similarity between $BTC back in [----] and $OMNOM now One final flush for full cleansing and we bottom Still think we'll be able to bid around .2 .3 with the potential of .13 in extreme volatility conditions I don't make the rules"  
[X Link](https://x.com/anyuser/status/1797275179640328209)  2024-06-02T14:32Z [----] followers, [----] engagements


"Full Valuation and overview of Oscar Important to note that I tried to be conservative in each metric any feedback is much appreciated I don't necessarily agree with the final result but is to show how Negative the market is for the long-term prospects of the business $OSCR"  
[X Link](https://x.com/anyuser/status/2020159859786760529)  2026-02-07T15:36Z [----] followers, [----] engagements


"With those assumption we arrive at [----] with 3.776M members It represent a 12.27% CAGR from the current 2.116M members Keep in mind members in Q1 [----] were 1.07M and in [--] years it doubled them here I'm assuming a 78% growth in [--] years"  
[X Link](https://x.com/i9theghost5/status/2020159882930856255)  2026-02-07T15:37Z [----] followers, [---] engagements


"The new SG&A Ratio each year 2022: 32.79% 2023: 24.32% 2024: 19.12% 2025: 17.52% 2026: 15.93% around mid-point of guidance 2027: 14.54% 2028: 13.64% 2029: 12.92% 2030: 12.49% Very conservative on the SG&A Ratio improvements in the latter years"  
[X Link](https://x.com/i9theghost5/status/2021963417632817510)  2026-02-12T15:03Z [----] followers, [--] engagements


"Kind of news that should V-revert $IGV soon Still cant believe they sold off so far down stuff like $PATH $U and $DUOL bro what https://t.co/EnEu09OTuI bro what https://t.co/EnEu09OTuI"  
[X Link](https://x.com/i9theghost5/status/2022724189816541284)  2026-02-14T17:26Z [----] followers, [---] engagements


"Amazing reaction to Earning on $RIVN today +15% AH I already did a model similar to $OSCR for it in December will incorporate it with today's results and update it then will share everything Future looks good for Rivian"  
[X Link](https://x.com/i9theghost5/status/2022072436385362366)  2026-02-12T22:16Z [----] followers, [----] engagements


"@WimalSamara Celsius monthly last February first that comes to mind with confluence with [----] highs Manually no autoscreener yet"  
[X Link](https://x.com/i9theghost5/status/2022464282169086367)  2026-02-14T00:13Z [----] followers, [--] engagements


"The Market is never boring because as Benjamin Graham said the Market is an emotional maniac Thats a potential 28% value gap between EPS rise and price decline Significant $IGV GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen by 5%. $IGV https://t.co/qbY8sMPxLx GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen by 5%. $IGV https://t.co/qbY8sMPxLx"  
[X Link](https://x.com/i9theghost5/status/2022754395327201754)  2026-02-14T19:26Z [----] followers, [---] engagements


"$ASAN just swept its All time Lows and the bottom of the Base for the 3rd time It also got an upgrade w PT of $16 Think starts to become pretty"  
[X Link](https://x.com/i9theghost5/status/2011826874855375042)  2026-01-15T15:44Z [----] followers, [---] engagements


"HubSpot similar to the others aiming to sweep the [----] low PFCF [--] GAAP unprofitable 22% share inflation since [----] a bit too much lol $HUBS"  
[X Link](https://x.com/i9theghost5/status/2013937629574639733)  2026-01-21T11:32Z [----] followers, [---] engagements


"And finally Constellation Software Never had a drawdown above -18% in its history now we are sitting at double that w -46% PE [--] and PFCF [--] Shares outstanding flat for a decade+ [----] low and all time VWAP look very interesting but don't think will go there tho $CSU"  
[X Link](https://x.com/i9theghost5/status/2014012044178055346)  2026-01-21T16:27Z [----] followers, [---] engagements


"Very quietly $GRVY back at new 52-week highs New CEO at GungHo starts next week"  
[X Link](https://x.com/i9theghost5/status/2017219731191713830)  2026-01-30T12:53Z [----] followers, [----] engagements


"Its over theres no coming back Democrats now winning in Texas From +17R in [----] now to +13D not even [--] years and a [--] point swing And it probably will deteriorate further as all this Epstein shit gets disclosed dude will be imbeached and thrown out of Office A huge political earthquake in Texas tonight as Democrats flipped a State Senate seat from red to blue in a district Trump won by [--] points. Trump personally waded in endorsing the Republican and personally urging base turnout and was dealt a massive loss. https://t.co/RwDUP7jhDk A huge political earthquake in Texas tonight as Democrats"  
[X Link](https://x.com/i9theghost5/status/2017913138557936011)  2026-02-01T10:49Z [----] followers, [---] engagements


"Extremely glad to be proven wrong today Lets hope this is it for the correction for the sake of mine and yours portfolios Every limit order I had since December got filled only missing one is on $RIVN which sits $0.20 lower hope to be filled this week $VIX The selling in US assets continues The problem is that the VIX is not yet very much elevated is rising but not exploding higher once it start to go vertical then indexes will bottom And with them everything else $VIX $ES The selling in US assets continues The problem is that the VIX is not yet very much elevated is rising but not exploding"  
[X Link](https://x.com/i9theghost5/status/2018360107201884467)  2026-02-02T16:25Z [----] followers, [---] engagements


"Filled on everything $RIVN order just entered this morning $0.03 off the intraday low lol Regarding $PATH I would have never ever expected it would break the November lows Its now two weeks that is selling off continuously looks excessive $ASAN too"  
[X Link](https://x.com/i9theghost5/status/2018707252681593259)  2026-02-03T15:24Z [----] followers, [---] engagements


"AI preachers priests and Market Bears gonna soon find out Opportunities truly abound $U and $DUOL particularly hit and particularly interesting Still need to run full Valuation and DCF Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time"  
[X Link](https://x.com/i9theghost5/status/2019056192589348919)  2026-02-04T14:31Z [----] followers, [---] engagements


"$RIVN too had a mono directional flush of -38% in a month Quite wild stuff Im very happy with my buy here which is $14.28 might be the absolute bottom of this move My value for the business is around $25 Avg on $PATH is $14.06 of which Im super fine"  
[X Link](https://x.com/i9theghost5/status/2019145192306024908)  2026-02-04T20:25Z [----] followers, [----] engagements


"Position that is truly proving to be a pain in the ass is $OSCR Finalizing the valuation the last [--] days but Im pretty sure the business is worth multiples from here But market is fully attached still to all this ACA enhanced subsidy bullshit And not looking past that"  
[X Link](https://x.com/i9theghost5/status/2019149290246209543)  2026-02-04T20:41Z [----] followers, [----] engagements


"https://x.com/i9theghost5/status/2019149290246209543 Position that is truly proving to be a pain in the ass is $OSCR Finalizing the valuation the last [--] days but Im pretty sure the business is worth multiples from here But market is fully attached still to all this ACA enhanced subsidy bullshit And not looking past that https://x.com/i9theghost5/status/2019149290246209543 Position that is truly proving to be a pain in the ass is $OSCR Finalizing the valuation the last [--] days but Im pretty sure the business is worth multiples from here But market is fully attached still to all this ACA"  
[X Link](https://x.com/i9theghost5/status/2019156903570600278)  2026-02-04T21:11Z [----] followers, [---] engagements


"Other positions that do no concern me and are actually holding up quite well in the past 2/3 wks are $DLO $GRVY and $INMD Godforbid value in the last [--] might be soon unlocked Finally $GLO still waiting for this financing to put an end to those dilutions unclear when will come"  
[X Link](https://x.com/i9theghost5/status/2019158544671731824)  2026-02-04T21:18Z [----] followers, [---] engagements


"Successfuly swept its [----] too Fundamentals not as good and as clean as $ADBE [--] of PFCF and some quite insane share inflation +38% since [----] But nonetheless nice sweep HubSpot similar to the others aiming to sweep the [----] low PFCF [--] GAAP unprofitable 22% share inflation since [----] a bit too much lol $HUBS https://t.co/5iNT16Hj26 HubSpot similar to the others aiming to sweep the [----] low PFCF [--] GAAP unprofitable 22% share inflation since [----] a bit too much lol $HUBS https://t.co/5iNT16Hj26"  
[X Link](https://x.com/i9theghost5/status/2019174823096631432)  2026-02-04T22:22Z [----] followers, [---] engagements


"$HUBS https://x.com/i9theghost5/status/2019174823096631432s=20 Successfuly swept its [----] too Fundamentals not as good and as clean as $ADBE [--] of PFCF and some quite insane share inflation +38% since [----] But nonetheless nice sweep https://x.com/i9theghost5/status/2019174823096631432s=20 Successfuly swept its [----] too Fundamentals not as good and as clean as $ADBE [--] of PFCF and some quite insane share inflation +38% since [----] But nonetheless nice sweep"  
[X Link](https://x.com/i9theghost5/status/2019177587654660373)  2026-02-04T22:33Z [----] followers, [---] engagements


"Metals look kinda cooked They had a bounce back to the ATH VWAP but got promtly shoved lower Silver had -16% in [--] hours what are we talking about shitcoin level type of stuff Also long term charts were parabolic so it's not looking good $GC $SI"  
[X Link](https://x.com/i9theghost5/status/2019364215929335955)  2026-02-05T10:55Z [----] followers, [---] engagements


"Another day of relentless selling in the pre market Lets see how spot goes during today $VIX continuing to surge probably wants high 20s"  
[X Link](https://x.com/i9theghost5/status/2019417463709135223)  2026-02-05T14:26Z [----] followers, [---] engagements


"It starts to be very interesting because we are almost back at the accumulation base post IPO Inside which many insiders bought back in [----] and which generated the following 5x Technically is a vaguely similar situation to $PYPL"  
[X Link](https://x.com/i9theghost5/status/2019423823335223402)  2026-02-05T14:52Z [----] followers, [---] engagements


"Highest Volume since the Luna collapse in June [----] for $BTC on Bitstamp People always find a way to capitulate at the VWAPs For the Crypto folks Bitcoin is now at the VWAP from [----] low just tagged it [--] minutes ago From here till $61k the [----] ATH is one of the strongest levels in market structure $BTC https://t.co/1Cy3P1s4mw For the Crypto folks Bitcoin is now at the VWAP from [----] low just tagged it [--] minutes ago From here till $61k the [----] ATH is one of the strongest levels in market structure $BTC https://t.co/1Cy3P1s4mw"  
[X Link](https://x.com/i9theghost5/status/2019550833822580876)  2026-02-05T23:16Z [----] followers, [---] engagements


"Its just capitulation unwind and full on liquidations across the board Theres no rational explanation at this point just fear And is cross assets Stocks Commodities Crypto everything now Real underlying cause might be the new FED chair who wont cut #Markets Wall Street logic right now: punish Big Tech for wasting capex on AI punish SaaS because AI will replace them and punish GPU manufactures for selling the chips that power the waste. 🤔 Wall Street logic right now: punish Big Tech for wasting capex on AI punish SaaS because AI will replace them and punish GPU manufactures for selling the"  
[X Link](https://x.com/i9theghost5/status/2019578517114220661)  2026-02-06T01:06Z [----] followers, [---] engagements


"Will do a thread on $OSCR this weekend finally crunched all numbers Simply put the market is implying Armageddon for this company and a -15/20% in membership reduction Any scenario in which the ACA is holding up or Oscar is even gaining members and marketshare is discounted"  
[X Link](https://x.com/i9theghost5/status/2019715704304583052)  2026-02-06T10:12Z [----] followers, [----] engagements


"I honestly dont know if this kind of stuff is massively bearish $PATH Or the six months part is where Path fits in by helping corporations and mid-sized company to integrate and tailor AI models to their clients needs and their current RPA Well know in the coming quarters GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE ACCOUNTING COMPLIANCE ROLES Embedded Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work - CNBC https://t.co/BcVwYUj301 GOLDMAN SACHS $GS IS TAPPING ANTHROPICS AI MODEL TO AUTOMATE"  
[X Link](https://x.com/i9theghost5/status/2019797381940728105)  2026-02-06T15:36Z [----] followers, [---] engagements


"At the end of the day ( as per usual ) it wanted to close off the VWAP yesterday it tagged it Total drawdown -40% here in [--] trading days Did not buy the absolute bottom but who's counting close enough $RIVN $RIVN too had a mono directional flush of -38% in a month Quite wild stuff Im very happy with my buy here which is $14.28 might be the absolute bottom of this move My value for the business is around $25 Avg on $PATH is $14.06 of which Im super fine https://t.co/F8N1E7MKgQ $RIVN too had a mono directional flush of -38% in a month Quite wild stuff Im very happy with my buy here which is"  
[X Link](https://x.com/i9theghost5/status/2019832589910229102)  2026-02-06T17:56Z [----] followers, [---] engagements


"Thats probably it $ES $NQ $VIX $VIX fell -18.4% today while the S&P [---] is close to an all-time high. This only happened [--] times before. $SPX was higher [--] month later in every single case Interesting data from @VIXandMore https://t.co/9qzdsCXDFT $VIX fell -18.4% today while the S&P [---] is close to an all-time high. This only happened [--] times before. $SPX was higher [--] month later in every single case Interesting data from @VIXandMore https://t.co/9qzdsCXDFT"  
[X Link](https://x.com/i9theghost5/status/2019907946738503804)  2026-02-06T22:55Z [----] followers, [---] engagements


"Turbo-short liquidation cascade in the coming weeks To the woodshed Its crazy tho that we got the highest print in [--] years while S&P was just -3.5% albeit single names were indeed getting massacred $ES $NQ There it is: this week saw the biggest shorting on record (GS prime) You know what that means https://t.co/ulMlX5miLX There it is: this week saw the biggest shorting on record (GS prime) You know what that means https://t.co/ulMlX5miLX"  
[X Link](https://x.com/i9theghost5/status/2020069345104105706)  2026-02-07T09:37Z [----] followers, [---] engagements


"The Market and Analysts last year were expecting a shrinkage of -15% to -30% It's important to note tho that given the elapsing Enhanced Subs a lot of people who enrolled may decide to be uninsured due to surging premiums So final decline will be bigger than the current -4.94%"  
[X Link](https://x.com/i9theghost5/status/2020159869047783468)  2026-02-07T15:37Z [----] followers, [---] engagements


"With that said focusing on $OSCR itself Indication from Oscar App in the AppStore and Google Play store it surged among the top 5/10 in the health category during the Open Enrollment Period the past month Moreover Google Search for Oscar Health are at their alltime high"  
[X Link](https://x.com/i9theghost5/status/2020159872143135144)  2026-02-07T15:37Z [----] followers, [---] engagements


"It's true that google searches may refer also to the interest in the stock itself not people getting informed to be insured Peak in July I think was due to the Stock But the ATH reached during the OEP is definitely interesting and likely tied to people discovering Oscar"  
[X Link](https://x.com/i9theghost5/status/2020159874299035650)  2026-02-07T15:37Z [----] followers, [---] engagements


"Moreover from LinkedIn $OSCR currently has 250+ Open positions which amount to a +10% increase in their Employee count All these info points to the fact that most likely Oscar is actually gaining Market Share and Members in the ACA while the ACA itself is shrinking"  
[X Link](https://x.com/i9theghost5/status/2020159876853293432)  2026-02-07T15:37Z [----] followers, [---] engagements


"Looking at the figures I implied a 5% growth in membership for Q1 [----] It implies a 1.2% Market Share gain on an ACA population of 22.9M QoQ Growth through the years is negligible 2% 1% 0% While for each Q1 after I put a 10% growth in Members"  
[X Link](https://x.com/i9theghost5/status/2020159879768399983)  2026-02-07T15:37Z [----] followers, [---] engagements


"And I'm completely exluding ICHRA and potential acceleration in membership there so here I think I'm being quite damn conservative Moving to Premium I assumed a 15% growth for Q1 [----] always front-loaded premium increases at the beginning each year the rest are 5% growth"  
[X Link](https://x.com/i9theghost5/status/2020159885963411543)  2026-02-07T15:37Z [----] followers, [---] engagements


"It's important to note that $OSCR filed for a 28% this year To win Market Share attract clients and retain existing ones I assumed a lower Premium increase but keep in mind that Premium is also strictly tied to utilization and Medical costs"  
[X Link](https://x.com/i9theghost5/status/2020159888639373336)  2026-02-07T15:37Z [----] followers, [---] engagements


"Management said they'll restore profitability in [--] through price increases Regarding Investment income and Services which are a small but important % of Revenues below the figures Maybe was a bit generous on Yields going into [----] but they don't impact much the final result"  
[X Link](https://x.com/i9theghost5/status/2020159891499843722)  2026-02-07T15:37Z [----] followers, [---] engagements


"With all those assumptions I arrived at the following Revenues $14.7B this year $17B next and $29B in [----] around 19.76% CAGR from the $12B of [----] I think this is reasonable and achievable consider also growth and expansion into ICHRAs instead of ACA $OSCR"  
[X Link](https://x.com/i9theghost5/status/2020159895178269012)  2026-02-07T15:37Z [----] followers, [----] engagements


"Earnings come out at $391M for [----] $641M for [----] and $2.1B for [----] From the above assumption which I consider not extreme at all all the inputs presented don't have absurd growth rates or absurd improvements this is the final result"  
[X Link](https://x.com/i9theghost5/status/2020167690581889403)  2026-02-07T16:08Z [----] followers, [---] engagements


"Recaping with the Yearly figures Here's the [--] years actuals and [--] years forecasts Membership growth and Revenues growth I think is achievable to have 12.27% and 19.76% On the MLR I assumed restoration to prior levels between [----] and [----] with minimal changes in [--] and 30"  
[X Link](https://x.com/i9theghost5/status/2020168534006042963)  2026-02-07T16:11Z [----] followers, [---] engagements


"SG&A Ratio again here I think the overall assumption that they'll be able to harness Operational Leverage AI and improve by roughly 1% point each year is reasonable and is way more conservative that what was acheived in all the prior years EBIT and Earnings are a consequence"  
[X Link](https://x.com/i9theghost5/status/2020169026358698089)  2026-02-07T16:13Z [----] followers, [---] engagements


"Terminal Value I used a [--] of PE Which is in line with the historical average for all the Health Insurance I check $ELV $MOH $CNC $UNH $HUM $CI $CVS I think is reasonable through market panic or euphoria it might be lower [--] or it might be higher 20/25 [--] think is fine"  
[X Link](https://x.com/i9theghost5/status/2020169470660993147)  2026-02-07T16:15Z [----] followers, [---] engagements


"Growth rate of the Earnings comes out to be substantial the main driver is of course the gains on the SG&A ratio each year and the slight 0.50% gain on the MLR each year PEG ratio given those growth rates and [--] of PE comes out to be [----] at Terminal point"  
[X Link](https://x.com/i9theghost5/status/2020169905090527445)  2026-02-07T16:16Z [----] followers, [---] engagements


"Terminal value for [----] with [--] of PE Comes out to be $31B roughly a 10x from the current Market Cap Very very optimistic again I'm not saying this is the value and what I think is worth I'm saying that with those assumptions that is the result that comes out"  
[X Link](https://x.com/i9theghost5/status/2020170446377746732)  2026-02-07T16:19Z [----] followers, [---] engagements


"For the present value I always use 15% no matter what Takes care of some aggressive assumptions that might have been made in the model With that NPV of the EV is $19.1B adjusting for the Debt and Net liquidity Equity value comes $19.3B $OSCR"  
[X Link](https://x.com/i9theghost5/status/2020170995919659453)  2026-02-07T16:21Z [----] followers, [---] engagements


"For the shares I assumed a 10% share inflation on top of the current Diluted Shs outstanding And the current Value comes out to be $67.99/sh Again not saying this is what the Market should price the stock this is what comes out given the assumptions discussed $OSCR"  
[X Link](https://x.com/i9theghost5/status/2020171819890721116)  2026-02-07T16:24Z [----] followers, [---] engagements


"To conclude Guidance next week will help to better gauge the assumptions for [----] and onward I'll keep on reviewing and updating the whole model and improving it MLR maybe less optimistic and SG&A ratio improving more slowly"  
[X Link](https://x.com/i9theghost5/status/2020173834511401366)  2026-02-07T16:32Z [----] followers, [---] engagements


"Anyhow in my opinion $OSCR as a stock is significantly undervalued for long term investors who can stomach the volatility And in the coming years will deliver good returns to the patient ones"  
[X Link](https://x.com/i9theghost5/status/2020174160614375711)  2026-02-07T16:33Z [----] followers, [---] engagements


"Complete deep dive on $OSCR and its Valuation I don't necessarily ascribe to the final number presented But I think that the stock is severly undervalued if one intends to hold it for the long term and is agnostic to volatility I have both a Spot and LEAPS position on the name Full Valuation and overview of Oscar Important to note that I tried to be conservative in each metric any feedback is much appreciated I don't necessarily agree with the final result but is to show how Negative the market is for the long-term prospects of the business $OSCR Full Valuation and overview of Oscar Important"  
[X Link](https://x.com/anyuser/status/2020174890675118121)  2026-02-07T16:36Z [----] followers, [----] engagements


"So the market in the past [--] weeks carved out trillions of Value from stocks and billions from SaaS businesses Due to a pretty much retarded lobotomized AI lol Granted that Goldman Sach is doing cool things with it and fully integrating it but it took [--] mnths to setup $GS Asked Claude Cowork organize my wifes desktop it stated doing it asked for a permission to delete temp office files I granted it and then it goes ooops. Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the Asked Claude Cowork organize my wifes desktop it"  
[X Link](https://x.com/i9theghost5/status/2020457689063587914)  2026-02-08T11:20Z [----] followers, [---] engagements


"Wild swings continue to happen in deep Red states before TX now Louisiana [--] points swing in just a year and a half is insane Between the Epstein files uncovering all the dirt they tried to hide and the racist video against Obama With that they lost the African American vote TRUMP +13 SEAT IN LOUISIANA IS CURRENTLY AT DEM +27 A [--] POINT SHIFT TO THE LEFT https://t.co/Njoo93mlrr TRUMP +13 SEAT IN LOUISIANA IS CURRENTLY AT DEM +27 A [--] POINT SHIFT TO THE LEFT https://t.co/Njoo93mlrr"  
[X Link](https://x.com/i9theghost5/status/2020474663067897863)  2026-02-08T12:27Z [----] followers, [---] engagements


"@DonGreco21 You mean that it should increase with a dumpening effect i.e. as Mark said they already would be able with the work force and systems to manage 100M clients Or they it should increase more aggressively so reduce Earnings in decrease the Value Thank you"  
[X Link](https://x.com/i9theghost5/status/2020584897023279149)  2026-02-08T19:45Z [----] followers, [--] engagements


"Quite wild Markets at time are just stupid $AMZN this year is *almost* like $GOOG last year Not quite because Google was at [--] of PE but is definitely interesting Amazon here While $WMT now is kinda like $COST last year at [--] of PE"  
[X Link](https://x.com/i9theghost5/status/2020588250897981863)  2026-02-08T19:59Z [----] followers, [---] engagements


"@Bellex29_ Definitely Here on the membership growth and thus revenue growth I was very very conservative 12% CAGR for members might be extremely low 19% CAGR for Rev also The faster it grows top line the faster SG&A ratio declines and more flows to the bottom line"  
[X Link](https://x.com/i9theghost5/status/2020591845705953463)  2026-02-08T20:13Z [----] followers, [--] engagements


"@rubicon59 Even in general looking at plain free-cash flow and shares inflation is better than adjusting FCF At the end of the day cashflow is cashflow and SBC is not that its a substitute but not that"  
[X Link](https://x.com/i9theghost5/status/2020788658115146070)  2026-02-09T09:15Z [----] followers, [---] engagements


"Bad news continuing to pile in Pre market -22% for $HIMS +5% for $NVO If someone put up a spread trade Long NVO Short HIMS in the past days is defo printing Think that eventually the market will be extremely negative $HIMS to create an opportunity not there yet tho 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl 🚨 BREAKING: NOVO NORDISK SUES $HIMS https://t.co/cFaF9d3IBl"  
[X Link](https://x.com/i9theghost5/status/2020865877667652001)  2026-02-09T14:22Z [----] followers, [---] engagements


"Big day tomorrow $OSCR After doing the valuation this weekend I was reflecting on the fact that the market is selling for less than $3B a company that: Could achieve realistically $20B revenues in [--] years and $30B in 5"  
[X Link](https://x.com/i9theghost5/status/2020895504389824767)  2026-02-09T16:20Z [----] followers, [----] engagements


"TD9 for $ASAN today Its well below the [--] years base the low point of that is $11.50 Business is at [--] of PFCF but growing it 100% QoQ Stock dont think will get much cheaper at -50% since the last earnings"  
[X Link](https://x.com/i9theghost5/status/2020911683762298906)  2026-02-09T17:24Z [----] followers, [---] engagements


"What are we even talking about😂 Later today will cross check and update my model with [----] guidance But Revenues are insane lol They are selling a business that is guiding for $400M Earnings at the high point for $2.9B [----] of PE Get the fk out here send it to $50 $OSCR"  
[X Link](https://x.com/i9theghost5/status/2021181602512994783)  2026-02-10T11:17Z [----] followers, [----] engagements


"What about $19B this year instead of $20B in [--] years They are growing and gaining market share at a crazy rate EBIT and Earnings as well as MLR and SG&A ratio in line with my estimate But Revenues a massive surge $OSCR Big day tomorrow $OSCR After doing the valuation this weekend I was reflecting on the fact that the market is selling for less than $3B a company that: Could achieve realistically $20B revenues in [--] years and $30B in [--] Big day tomorrow $OSCR After doing the valuation this weekend I was reflecting on the fact that the market is selling for less than $3B a company that: Could"  
[X Link](https://x.com/i9theghost5/status/2021182215783063560)  2026-02-10T11:19Z [----] followers, [----] engagements


"+4% pre market I think it does but lets see today how spot goes Its not bigger because Q4 results were not great And also the fact they opened a $450M credit lines underscores how the increase in morbidity impacted them this year $OSCR @i9theghost5 Seems like market does not believe them @i9theghost5 Seems like market does not believe them"  
[X Link](https://x.com/i9theghost5/status/2021229064556519493)  2026-02-10T14:25Z [----] followers, [---] engagements


"It seems as Net Liquidity drops below $500M they want to raise a bit to be safe on the claims Same thing happened in September after Q3 results Will post later how I calculate Net Liquidity $OSCR"  
[X Link](https://x.com/i9theghost5/status/2021229071456141578)  2026-02-10T14:25Z [----] followers, [---] engagements


"@WC_Gamer_BG @Showteczek lol Mark for sure gonna risk his reputation on a guidance figure 😂"  
[X Link](https://x.com/i9theghost5/status/2021229325182214378)  2026-02-10T14:26Z [----] followers, [--] engagements


"Starting to already regret not having bought $U in my $21-26 buying area I did not have a pending order and did not manually buy it Lets see if we have a bit of sideway action and sweep of the lows with lower vol and a less impulsive move There Id be defo buy $U Swept the high of the base Are Market God gonna give me the entry It's developing a potential [--] years-long H&S $U https://t.co/5FPzGF6D7V Swept the high of the base Are Market God gonna give me the entry It's developing a potential [--] years-long H&S $U https://t.co/5FPzGF6D7V"  
[X Link](https://x.com/i9theghost5/status/2021262796596428947)  2026-02-10T16:39Z [----] followers, [---] engagements


"This is the kind of dynamic I was talking about 40% short interest already eventually there might be a real opportunity here Dont think we are there yet regulatory risk dont seem to be yet cleared $HIMS 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH [----] MILLION SHARES SHORT MORE THAN 40% SHORT INTEREST DATA AS OF JAN [--] [----] 🤯🤯🤯 https://t.co/isiRupVPkR 🚨 BREAKING: $HIMS SHORT INTEREST HITS NEW ALL-TIME HIGH [----] MILLION SHARES SHORT MORE THAN 40% SHORT INTEREST DATA AS OF JAN [--] [----] 🤯🤯🤯 https://t.co/isiRupVPkR"  
[X Link](https://x.com/i9theghost5/status/2021290451953684966)  2026-02-10T18:29Z [----] followers, [---] engagements


"If you are a long term investor today you got very excited about the long term prospects and potential of the company If you are a trader or swinger you probably got hooked up on the short-term capital needs the company had and the likely bullshit lawsuit $OSCR Oscars [----] outlook points to membership of [--] million $18.7$19 billion in revenue (+61% YoY) and $250$450 million in EBIT. Healthcare works best when consumers choose companies compete on quality and innovation drives outcomes. We are building Oscar for that world. Oscars [----] outlook points to membership of [--] million $18.7$19 billion"  
[X Link](https://x.com/i9theghost5/status/2021300918193455187)  2026-02-10T19:11Z [----] followers, [---] engagements


"@Donald04284612 Correct will see how they react in the coming days I believe a tad more my model and the value there came out $60 But again here if you believe Mark and the team the company is trading at [--] of PE of this year not even forward Forward it might even be at [--] or lower"  
[X Link](https://x.com/i9theghost5/status/2021302531964403860)  2026-02-10T19:17Z [----] followers, [--] engagements


"@Donald04284612 Agree agree But if you update the figs the value is much higher than a x2 now But for sure they'll be more cautious Stock reaction was dumpened by the lawsuit today and the $450M facility confirms that they are a bit strained in terms of Utilization"  
[X Link](https://x.com/i9theghost5/status/2021319597815627913)  2026-02-10T20:25Z [----] followers, [--] engagements


"@CCM_Brett @fiscal_ai This where all the profitability will come from Check out my valuation if you wanna dive deeper Complete deep dive on $OSCR and its Valuation I don't necessarily ascribe to the final number presented But I think that the stock is severly undervalued if one intends to hold it for the long term and is agnostic to volatility I have both a Spot and LEAPS position on the name Complete deep dive on $OSCR and its Valuation I don't necessarily ascribe to the final number presented But I think that the stock is severly undervalued if one intends to hold it for the long term and"  
[X Link](https://x.com/i9theghost5/status/2021370599994794495)  2026-02-10T23:48Z [----] followers, [--] engagements


"@ZChumYT Lmfao loved mothership zeta hope theyll do a F3 remastered w all the DLCs"  
[X Link](https://x.com/i9theghost5/status/2021383892696170659)  2026-02-11T00:40Z [----] followers, [----] engagements


"Lol One asks and the market giveth Reading earnings might buy it today $U"  
[X Link](https://x.com/i9theghost5/status/2021569474919367148)  2026-02-11T12:58Z [----] followers, [---] engagements


"$HYPE continuing to find resistence at the ATH VWAP Now also below a declining [---] Crypto is and still remains in a bear market More and more coins are starting to be below a declining [---] day breadth is terrible"  
[X Link](https://x.com/i9theghost5/status/2021577925280125188)  2026-02-11T13:31Z [----] followers, [---] engagements


"Bought Unity Today -32% on Earnings last [--] trading days it lost -60% almost unheard of Will do a deep dive model similar to Oscar in the coming weeks But here the Market is implying 13% FCF growth for the next [--] yrs w [--] PFCF terminal FCF today is growing 60% $U"  
[X Link](https://x.com/i9theghost5/status/2021598370905641323)  2026-02-11T14:53Z [----] followers, [---] engagements


"TD9 proved irrelevant Another -11% today and all software stocks imploding again I mean at this point is just comical -5/10% across the board today again lol $ASAN TD9 for $ASAN today Its well below the [--] years base the low point of that is $11.50 Business is at [--] of PFCF but growing it 100% QoQ Stock dont think will get much cheaper at -50% since the last earnings https://t.co/pUlB2QX5jD TD9 for $ASAN today Its well below the [--] years base the low point of that is $11.50 Business is at [--] of PFCF but growing it 100% QoQ Stock dont think will get much cheaper at -50% since the last earnings"  
[X Link](https://x.com/i9theghost5/status/2021631840130310250)  2026-02-11T17:06Z [----] followers, [---] engagements


"Highest volumes in the history of the stock happened today and [--] wks ago Definitely lots of shares changing hands/people getting liquidated Today in particular with the sweep below the [--] years base and for now back inside it is quite good $U"  
[X Link](https://x.com/i9theghost5/status/2021661671882993873)  2026-02-11T19:04Z [----] followers, [----] engagements


"Updating the model tomorrow will share everything Here guidance vs prior model for [----] I was conservative on the members and Revenues did not expect that massive Mkt Share gain But was too optimistic on MLR and S&A All in all EBIT and Earnigns not that far off $OSCR"  
[X Link](https://x.com/i9theghost5/status/2021694407586578824)  2026-02-11T21:14Z [----] followers, [----] engagements


"Closed inside the base Highest Vol ever after a -63% in [--] months ngl that volume starting to look like the final flush at the apex of the move Once done updating $OSCR will start the comprehensive model for the Valuation of Unity Napking "inversion" math says undervalued $U Highest volumes in the history of the stock happened today and [--] wks ago Definitely lots of shares changing hands/people getting liquidated Today in particular with the sweep below the [--] years base and for now back inside it is quite good $U https://t.co/8c6aemTBCQ Highest volumes in the history of the stock happened today"  
[X Link](https://x.com/i9theghost5/status/2021696271971504302)  2026-02-11T21:22Z [----] followers, [----] engagements


"@WimalSamara Yeah exactly Here the Market is just pricing it for being destroyed by AI Dusting is best buddy w Sam Altman so idk I think they'll integrate and offer AI-enhanced products soon And the business still is going toward full profitability"  
[X Link](https://x.com/i9theghost5/status/2021914391512535471)  2026-02-12T11:48Z [----] followers, [--] engagements


"It's inevitable after that guidance by Mark and the team they'll need to raise their price targets They are pricing even just 10x [----] EPS If you are a bit more generous there on the multiple you understand where the Value lands . At multiples from current price $OSCR Raymond James Upgrades $OSCR to Outperform from Market Perform PT $18 Analyst comments: "We are upgrading OSCR to Outperform and establishing an $18 price target (10x 2027E EPS) as we see the relative valuation attractive here as margins recover across the Affordable Care Act https://t.co/owl3uz7WLb Raymond James Upgrades $OSCR"  
[X Link](https://x.com/i9theghost5/status/2021922896881606937)  2026-02-12T12:22Z [----] followers, [---] engagements


"@WimalSamara Really depends on ASAN i have only LEAPS but is a very small position and did not add In general tho if theres confluence with other levels VWAP etc I tend to buy aggressively on that day More so if the weekly is a TD8/9 and even more so if the monthly is too"  
[X Link](https://x.com/i9theghost5/status/2021932056108769291)  2026-02-12T12:59Z [----] followers, [--] engagements


"On the premium per member I did not change anything Leaving 15% for the current year increase done to combat the raise in utilization and leaving 5% for the following years"  
[X Link](https://x.com/i9theghost5/status/2021963393540952101)  2026-02-12T15:03Z [----] followers, [--] engagements


"It's quite neat because the 15% increase in premium per member and the updated members figures give us directly $19.3B in Revenues A tad higher than guidance but it's fine"  
[X Link](https://x.com/i9theghost5/status/2021963397747945691)  2026-02-12T15:03Z [----] followers, [--] engagements


"I also reduced a bit Yields for the coming years for the Investment Income and adjusted the Services portion to be a tad more aggressive given the last two quarters growth These changes alter Revenues minimally"  
[X Link](https://x.com/i9theghost5/status/2021963400775930231)  2026-02-12T15:03Z [----] followers, [--] engagements


"All in all just changing the trajectory of membership now that we saw the even in the most challenging conditions not only $OSCR held up but grew Revenues in [----] land at $49B instead of prior $29B CAGR 33.64% on [----] and 26.77% on guidance https://x.com/i9theghost5/status/2020159895178269012s=20 With all those assumptions I arrived at the following Revenues $14.7B this year $17B next and $29B in [----] around 19.76% CAGR from the $12B of [----] I think this is reasonable and achievable consider also growth and expansion into ICHRAs instead of ACA $OSCR https://t.co/tQPDsiPVRR"  
[X Link](https://x.com/i9theghost5/status/2021963403682844974)  2026-02-12T15:03Z [----] followers, [---] engagements


"On MLR increasedby 1% for [----] and [----] to be at the high point of guidance the rest has been left unchanged https://x.com/i9theghost5/status/2020161373171266007s=20 For the MLRs I assumed figures higher than [----] but singificantly lower than [----] 2025: 86.62% mid point of guidance 2026: 82.30% 2027: 81.80% 2028: 81.30% 2029: 80.80% 2030: 80.30% Reality is that forecast MLR so far out is just pointless and anything can happen https://t.co/Rpg3RQGKQc https://x.com/i9theghost5/status/2020161373171266007s=20 For the MLRs I assumed figures higher than [----] but singificantly lower than [----] 2025:"  
[X Link](https://x.com/i9theghost5/status/2021963407608713507)  2026-02-12T15:03Z [----] followers, [--] engagements


"On the SG&A Ratio given theguidance of 15%-16% and the massive increase in Revenues expected it means that they expect quite a substantial increase in SG&A Which given the current hiring spree and open positions makes sense"  
[X Link](https://x.com/i9theghost5/status/2021963410972316075)  2026-02-12T15:03Z [----] followers, [--] engagements


"With those new assumptions again look at the assumptions not these final figs those are the results the assumptions above are the driver EBIT $420M for [----] $1B for [----] and $4B for [----] Similar for the next [--] years but much higher in [----] https://x.com/i9theghost5/status/2020167047364120888s=20 Baking it all together and looking at what comes out I arrive at EBIT of $536M for [----] $850 for [----] and $2.7B in [----] Extremely optimistic I want to enphasis that I think those figures are very optimistic even tho the inputs are quite conservative and reasonable https://t.co/qpbBuZh18S"  
[X Link](https://x.com/i9theghost5/status/2021963420954689797)  2026-02-12T15:03Z [----] followers, [--] engagements


"Earnings at $272M for [----] $738M for [----] and $3.1B in [----] https://x.com/i9theghost5/status/2020167690581889403s=20 Earnings come out at $391M for [----] $641M for [----] and $2.1B for [----] From the above assumption which I consider not extreme at all all the inputs presented don't have absurd growth rates or absurd improvements this is the final result https://t.co/exjT543Kcf https://x.com/i9theghost5/status/2020167690581889403s=20 Earnings come out at $391M for [----] $641M for [----] and $2.1B for [----] From the above assumption which I consider not extreme at all all the inputs presented don't"  
[X Link](https://x.com/i9theghost5/status/2021963425677816250)  2026-02-12T15:03Z [----] followers, [---] engagements


"Yearly recap terminal PE always [--] The overall valuation having inputted a much higher growth in members in the years results in much higher Revenues that due to MLR and SG&A Ratio being similar flows to the bottom line straight $OSCR https://x.com/i9theghost5/status/2020169905090527445s=20 Growth rate of the Earnings comes out to be substantial the main driver is of course the gains on the SG&A ratio each year and the slight 0.50% gain on the MLR each year PEG ratio given those growth rates and [--] of PE comes out to be [----] at Terminal point https://t.co/eNnirZR4OD"  
[X Link](https://x.com/i9theghost5/status/2021964434370142716)  2026-02-12T15:07Z [----] followers, [---] engagements


"Again not saying this is where the company should trade it's a model that given the assumptions that I put Yields this kind of result I'll stress test it a bit more and try to see with a more conservative membership growth what comes out But overall quite solid I think"  
[X Link](https://x.com/i9theghost5/status/2021965126807556373)  2026-02-12T15:10Z [----] followers, [---] engagements


"Was literally thinking the same thing Back in [----] a Tea company rebranded as a Blockchain company in the last month of the crypto bull market A karaoke company rebranded as AI company now Gotta be the straw that breaks the camels back in terms of AI-scare I fears #Markets We are at the Long Island iced tea pivots to blockchain and Kodak pivots to blockchain stage of the AI eats the world freakout We are at the Long Island iced tea pivots to blockchain and Kodak pivots to blockchain stage of the AI eats the world freakout"  
[X Link](https://x.com/i9theghost5/status/2022245466667446298)  2026-02-13T09:44Z [----] followers, [---] engagements


"@Ashton_1nvests Bare minimum Truly above 52-week highs Let's see till next Earnings call where we land"  
[X Link](https://x.com/i9theghost5/status/2022690099331547227)  2026-02-14T15:11Z [----] followers, [--] engagements


"Idk fam All those fears of AI and vibe-coding risk I truly dont think will apply to Duolingo Being able to bag management like this for its AI programs is kinda a big deal imo $DUOL New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI. https://t.co/EBErvt2M5h"  
[X Link](https://x.com/i9theghost5/status/2022391116570722619)  2026-02-13T19:23Z [----] followers, [---] engagements


"Too many setups across the alts I follow Calling it April-May-June Altseason May the [----] spring infinity ramp be with us #Altseason"  
[X Link](https://x.com/anyuser/status/1376320666564182018)  2021-03-28T23:49Z [----] followers, [--] engagements


"Messaging and vibes from Rubio here are completely different than from the ones of the retards of Vance Trump and even Bessent Makes you wonder if its just Rubio going against the official narrative or they understood they fucked up i.e. Funds in Europe selling US assets I don't think people understand how unprecedented it is for an American Secretary of State to receive a standing ovation from the European political class. Let's all state the obvious: President Marco Rubio [----]. https://t.co/6wEQtApyPY I don't think people understand how unprecedented it is for an American Secretary of State"  
[X Link](https://x.com/i9theghost5/status/2022769349891686414)  2026-02-14T20:26Z [----] followers, [---] engagements

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