MJG_TRADES
@MJG_TRADES
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$OSCR - This will be a $100B company. We are witnessing the next $PLTR and $HOOD right before our eyes. Oscar's TAM could very like 3-4x over the next two years with the ICHRA push. There was a 171% growth of employees offered ICHRAs between 2022-2023. Just wait until it goes
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$NVO - Sitting on 1k shares. Will check back in on this name in a couple of months. This company is incredibly mis-priced and will revert back to a minimum of a 20 P/E. Simply looking at a EPS fair value 3.6 x 20 P/E (one of the most conservative estimates) = $72/share ~ 50%
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$OSCR - I'm not political but 77% of ACA marketplace enrollees live in Red States (~25 million Americans in ACA). Lets assume that 25% would un-enroll from the ACA (doesn't hurt OSCAR's bottom line either way via higher premiums + better Risk Adjustment) - That's is 6,250,000
kff.org
As Democrats push for an extension of the ACAâs enhanced premium tax credits, new data from KFF show the extent to which states won by Trump in 2024 have come to rely on the ACA Marketplaces and the...
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$OSCR - is 300% undervalued without extensions. There is legitimately nothing to be worried about
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As I've been saying for the beginning - sometimes you just need to mute out the noise. $oscr đ
$OSCR - 2027 Guidance is still at $17B at 5% margin or roughly $800M in Net Income without enhanced subsidy extensions. Give them a disgusting 15x multiple and youâre still at a $12B cap. Yet as per usual, retail sentiment complete shifted despite getting the best opportunity of
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- Another fun day to be an $OSCR holder! Wouldn't want to be anywhere else though. The 4-HR chart looks incredibly exhausted. MACD and RSI diverging hard and both indicators look like they are re-testing before breaking. ST price action is meaningless but if there would be a
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$OSCR - Just so everyone is aware, the CEO of Oscar Health is arguably the most powerful man in healthcare. Not only was Mark Bertolini the former CEO of Aetna, but he was asked to lead the largest hedge fund in the world (Bridgewater) after Ray Dalio stepped down. Not to mention
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$NVDA - Insane Top Line Growth Q.o.Q 23% (62% Y.o.Y) - Diluted EPS Q.o.Q 20% (60% Y.o.Y) | Cash provided by Op. Activites up 34.7% Y.oY | Guiding for a 14% Q.o.Q Top-Line growth in Fiscal '26. With a 1-1.5% increase in guided magins. Overall very strong quarter for NVIDIA -
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Well said @SenMullin - The shift is happening. $OSCR
There is zero reason for taxpayers to subsidize rich insurance companies. Letâs lower health care costs by allowing Americans to decide for themselves. A healthy 25-year-old shouldnât pay the same insurance premium as an obese 50-year-old who smokes. 𤡠Full @SquawkCNBC:
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To everyone investing in high beta names on margin please be safe out there. If youâre incredibly new to this a -30% or -40% move in your portfolio can wipe out 100% of your account . Itâs no joke and youâll be liquidated. Margin is not meant to be used by retail traders. A -10%
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$QQQ - (My Take - Just for Fun) Incredibly important 1.618 fib extension up here around $650 on the monthly time frame. I hypothesis that despite this being an incredibly powerful resistance zone there's a very real likely-hood that after a brief pull-back we will break through
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$ZETA - This stock is going to explode in 2026. 100% increase in operating cash flow over two years. This company is becoming a FCF machine. Margins expanding and guiding for a 33% increase in FCF for 2026. Buckle Up. This will be a $10B company in no-time ~$40/share. Currently
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$BULL - I see a lot of people mentioning this name. This was another stock that gave me tons of concern. Full bear thesis was listed in the post below. To further add, the company had essentially provided 1/3 of the cash from operations as it did in 2023 despite it being one of
$BULL (DEEP DIVE)- Why Webull Stock Should be Avoided! To begin, the first thing someone must do when analyzing a company is to look at it's current valuation. As of 10/15/2025 WeBull Corp. currently trades at $5.74B. For three years, (2022-2024) $BULL - grew revenues from a
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$MU - Micron Technology Inc. Called this stock out last month. The demand for memory in the AI super cycle is immense. Think of an AI model like a gigantic brain made of billions of numbers. To run the model, the computer must load all those numbers into memory. If it canât fit
$MU - Micron Technology Inc. is ready for a major breakout run. Currently trading at a 12.98 FWD P/E. Along with a 0.03 PEG ratio, it appears that FQ4 was a major breakthrough quarter for Micron. This P/E is exceptionally low given a 34.22% Rev Growth (FWD) and a 58.96% EDITDA
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$OSCR -Oscar Health's SVP for Member Experience Jesse Horowitz gave some great insight at the 7th Annual Healthcare Symposium. I shortened it a bit to cover what I feel was the most interesting topics. ( https://t.co/bquVstAe2l) - Click on "Transcript" for the Full Discussion.
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$OSCR - If you compare this with Bertoliniâs interview on CNBC this morning itâs absolutely identical. The alignment Oscar has with the administration is perfectly in-sync. I can almost guarantee for a fact that Joshua Kushner has had numerous meetings with the Trump team
Omg President Trump is creating Trumpcare which is going to be so much better for us than Obamacare ever was. We will get our own accounts with the money that would have been given to the insurance companies.
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