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![thexcapitalist Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1671992086424432640.png) Oguz O. | 𝕏 Capitalist 💸 [@thexcapitalist](/creator/twitter/thexcapitalist) on x 88.2K followers
Created: 2025-07-20 03:59:19 UTC

Valuation matters.

Yet, people are still following hot stocks while the market is at all time highs, tariffs are coming and inflation is set to tick up.

Meanwhile, highest quality healthcare stocks are selling at XX times forward earnings.

The path is obvious.

$UNH $ELV

![](https://pbs.twimg.com/media/GwRb2c-XsAARY24.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946781942021529660/c:line.svg)

**Related Topics**
[coins healthcare](/topic/coins-healthcare)
[inflation](/topic/inflation)
[tariffs](/topic/tariffs)
[stocks](/topic/stocks)
[$unh](/topic/$unh)
[stocks healthcare](/topic/stocks-healthcare)
[$elv](/topic/$elv)

[Post Link](https://x.com/thexcapitalist/status/1946781942021529660)