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![SayNoToTrading Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1880059139419959296.png) Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6226 followers
Created: 2025-07-11 15:53:54 UTC

Yes but similar to $MOH, kind of wish $ELV already had waterfall moment.

As I wrote about a week ago, I’m holding off on adding. My highest cost Elevance are $360s so even though stock is something like XX% off highs, I’m not down much [yet]. Similar story for my $MOH.

I am just a lot more comfortable after huge declines. All things equal, $ELV is obviously preferred 2nd choice after $UNH. But UNH has had waterfall moment.

How closely have you done pro-forma on Molina and Elevance with BBB impact assumptions ranging from base to worst case?


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943700283617653164/c:line.svg)

**Related Topics**
[moh](/topic/moh)
[$360s](/topic/$360s)
[waterfall](/topic/waterfall)
[$moh](/topic/$moh)
[molina healthcare inc](/topic/molina-healthcare-inc)
[stocks healthcare](/topic/stocks-healthcare)
[$elv](/topic/$elv)
[$unh](/topic/$unh)

[Post Link](https://x.com/SayNoToTrading/status/1943700283617653164)