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![MacroHint Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1437134269630013441.png) MacroHint [@MacroHint](/creator/twitter/MacroHint) on x XXX followers
Created: 2025-07-02 21:19:21 UTC

🚨 STOCK ALERT 🚨
$CNC & $MOH took a HIT today... and here’s why it matters 🧵👇
🩺 Health insurers are spiraling — the risk pool just got a lot sicker.

💥 Summary:
• $CNC (Centene): -X%
• $MOH (Molina): -XX%
• U.S. health insurance market rattled by Medicaid redeterminations
• Sicker, more expensive enrollees are back on private plans
• 🔁 Lower margins, higher costs = investor panic

📉 The Core Issue:
CMS data shows many Medicaid drop-offs are re-enrolling in ACA exchanges, making the private pool older & less healthy.
🧠 Translation:
More claims. Higher costs. Lower profits.
Insurers didn’t price this in… and Wall Street noticed.
💡 Takeaway for investors:
This isn’t just a one-day dip. It could mean pricing model resets for managed care stocks.
📊 Watchlist:
➡️ $UNH
➡️ $ELV
➡️ $CVS
➡️ $HUM
➡️ $OSCR
🔎 Full article from @MacroHint:


#StockMarket #HealthInsurance #Investing #CNC #MOH #Medicaid #FinanceTwitter #ACA #StocksToWatch #RiskPool #WallStreet


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940520695739363408/c:line.svg)

**Related Topics**
[investment](/topic/investment)
[insurance](/topic/insurance)
[$moh](/topic/$moh)
[$cnc](/topic/$cnc)
[stocks healthcare](/topic/stocks-healthcare)
[molina healthcare inc](/topic/molina-healthcare-inc)

[Post Link](https://x.com/MacroHint/status/1940520695739363408)