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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 6116 followers
Created: 2025-07-21 16:21:26 UTC

$XLV/ $SPY just set a 25yr low, yet the math isn’t apocalyptic:

$UNH 13.8X XX PE, X % FCF yield; every  XX bp in med cost trend = + $XXXX EPS
$ELV 11.4X, $CNC 10.6X already discount a XX bp cost gap that usually reverts in ≤ X qtrs
$OSCR 0.3X XX EV/Sales with net cash, pure operating leverage option

Sector EPS moves X % for each XX bp swing in trend costs. Keep an eye on July claims data and CMS final MA rates in Aug, those are the real pivot points, not the tape.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947331090584154551/c:line.svg)

**Related Topics**
[spy](/topic/spy)
[eps](/topic/eps)
[$oscr03x25evsales](/topic/$oscr03x25evsales)
[$cnc106x](/topic/$cnc106x)
[$elv114x](/topic/$elv114x)
[$070eps](/topic/$070eps)
[$unh138x](/topic/$unh138x)
[$xlv](/topic/$xlv)

[Post Link](https://x.com/Next100Baggers/status/1947331090584154551)