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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 5756 followers
Created: 2025-07-03 12:56:56 UTC

$OSCR fell XX% in sympathy with $CNC.

But the fundamentals don’t match.

– Oscar has zero Medicaid exposure
– Reaffirmed full-year 2025 guidance
– Q1 revenue up XX% YoY
– MLR stable at XXXX%
– Risk adjustment managed proactively
– Tech-driven, lean SG&A ops

This isn’t a sector blowup.
It’s a misread.
Oscar’s model is built for ACA volatility.

Mispricing ≠ risk.
This is an opportunity.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940756645434319298/c:line.svg)

**Related Topics**
[stack](/topic/stack)
[caps](/topic/caps)
[volatility](/topic/volatility)
[aca](/topic/aca)
[oscar](/topic/oscar)
[$oscr](/topic/$oscr)
[$cnc](/topic/$cnc)
[stocks healthcare](/topic/stocks-healthcare)

[Post Link](https://x.com/Next100Baggers/status/1940756645434319298)