[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.]  Albert Alan [@_AlbertAlan](/creator/twitter/_AlbertAlan) on x 2826 followers Created: 2025-07-10 03:15:28 UTC Dear $CLOV Investors, This is an unfortunate fallacy. Many still don’t understand how equity markets truly work. They assume that because $XXX trillion sits in money market funds, any shift into stocks is just a 1-to-1 exchange. That’s not reality. Markets are priced at the margin. It can take less than $XXX billion to move the S&P XXX by over $X trillion in valuation. That’s how powerful marginal buying is in an index dominated by passive flows and limited liquidity. When capital rotates into equities, it pushes prices higher—not because of the raw dollar amount, but because each trade sets a new price, which revalues the entire market. The seller doesn’t just sit on cash—they often redeploy it elsewhere, adding fuel to the cycle. That’s why this “cash on the sidelines doesn’t matter” argument completely misses how flows actually work. It’s also why I’m so bullish on $CLOV. Clover Health just hit free cash flow positivity in 2024 for the first time ever, and GAAP profitability is now within reach. As a small cap with improving fundamentals and macro tailwinds, it’s positioned perfectly. Rate cuts are coming—two this year, likely more in 2026—and as yields drop, money market funds won’t offer the same return. That $7.4T will start flowing into undervalued equities, and names like CLOV are exactly where that capital is likely to go hunting.  XXXXX engagements  **Related Topics** [rating agency](/topic/rating-agency) [stocks](/topic/stocks) [money](/topic/money) [$clov](/topic/$clov) [$spy](/topic/$spy) [Post Link](https://x.com/_AlbertAlan/status/1943147030588854709)
[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.]
Albert Alan @_AlbertAlan on x 2826 followers
Created: 2025-07-10 03:15:28 UTC
Dear $CLOV Investors,
This is an unfortunate fallacy. Many still don’t understand how equity markets truly work. They assume that because $XXX trillion sits in money market funds, any shift into stocks is just a 1-to-1 exchange. That’s not reality. Markets are priced at the margin. It can take less than $XXX billion to move the S&P XXX by over $X trillion in valuation. That’s how powerful marginal buying is in an index dominated by passive flows and limited liquidity.
When capital rotates into equities, it pushes prices higher—not because of the raw dollar amount, but because each trade sets a new price, which revalues the entire market. The seller doesn’t just sit on cash—they often redeploy it elsewhere, adding fuel to the cycle. That’s why this “cash on the sidelines doesn’t matter” argument completely misses how flows actually work.
It’s also why I’m so bullish on $CLOV. Clover Health just hit free cash flow positivity in 2024 for the first time ever, and GAAP profitability is now within reach. As a small cap with improving fundamentals and macro tailwinds, it’s positioned perfectly. Rate cuts are coming—two this year, likely more in 2026—and as yields drop, money market funds won’t offer the same return. That $7.4T will start flowing into undervalued equities, and names like CLOV are exactly where that capital is likely to go hunting.
XXXXX engagements
Related Topics rating agency stocks money $clov $spy