[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.]  Kab X [@KabraxFX](/creator/twitter/KabraxFX) on x 2494 followers Created: 2025-07-08 23:49:02 UTC I mean you can be behind $OSCR who is more subsidy driven and more uncertain due to ACA, or you can have $CLOV that has bipartisan support for Medicare Advantage. $CLOV also serves seniors who are less likely to churn, and just overall has a better and more stable regulatory environment. $OSCR under ACA is more susceptible to political shifts. $OSCR also primarily relies on its platform, where $CLOV is branching out and has released its "Counterpart Assistant" that is an AI-powered clinical decision support tool embedded directly into physicians’ workflows. They are branching out to be available at the point of care by the doctors. $OSCR has to rely on selling plans. So $CLOV is really moving beyond just selling insurance. And this is what I was referring to for their potential partnership with Humana $HUM based on domain registries. $OSCR has already basically had its P/S and other metrics re-rated higher and now being priced for execution, whereas $CLOV is still severely discounted and the market has already punished the name. XXX engagements  **Related Topics** [clov](/topic/clov) [$clov](/topic/$clov) [aca](/topic/aca) [$oscr](/topic/$oscr) [Post Link](https://x.com/KabraxFX/status/1942732692489134345)
[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.]
Kab X @KabraxFX on x 2494 followers
Created: 2025-07-08 23:49:02 UTC
I mean you can be behind $OSCR who is more subsidy driven and more uncertain due to ACA, or you can have $CLOV that has bipartisan support for Medicare Advantage. $CLOV also serves seniors who are less likely to churn, and just overall has a better and more stable regulatory environment. $OSCR under ACA is more susceptible to political shifts.
$OSCR also primarily relies on its platform, where $CLOV is branching out and has released its "Counterpart Assistant" that is an AI-powered clinical decision support tool embedded directly into physicians’ workflows. They are branching out to be available at the point of care by the doctors. $OSCR has to rely on selling plans. So $CLOV is really moving beyond just selling insurance. And this is what I was referring to for their potential partnership with Humana $HUM based on domain registries.
$OSCR has already basically had its P/S and other metrics re-rated higher and now being priced for execution, whereas $CLOV is still severely discounted and the market has already punished the name.
XXX engagements
