Healthcare is the clearest place money is moving, and UnitedHealth is the preferred name here. It beat earnings and raised its 2026 profit forecast. x.com 

Oscar Health's drop below $30 makes little sense after it crushed Q2, swung to a profit and raised full-year operating earnings guidance. Revenue was $4.90B versus $4.75B expected and EPS $1.10 versus $0.39, with FY26 revenue guided to $18.9B versus $18.6B estimated. The market needs time to digest the result, and the stock should recover soon; it remains a long-term hold. x.com  x.com  x.com 

Oscar Health looks too extended after its big move and should pull back around earnings in the next few days; it is not a tech stock with a niche product capable of parabolic moves. x.com 

Oscar Health has the most room to run among health insurers, which are rallying after the administration announced increased Medicaid budgets. CEO Mark Bertolini bought about $12 million of shares at the lows, the first insider purchase this year, and Oscar's market cap is just $3.74B. The chart confirms it: a broken daily descending trendline, surging money flow and a volume spike. Resistance sits at $14.15-$15, and a close above $15 brings the 200-day moving average into play. x.com 

Oscar Health's downside case looks too aggressively priced after it held support through the March-April capitulation and rebounded sharply. A strong Q1 brought higher revenue, a better medical loss ratio, significant adjusted EBITDA and reaffirmed 2026 guidance, and its tech-enabled ACA platform could deliver meaningful operating leverage. A sustained close above about $20, a multi-year ceiling, would open a path toward its IPO highs. ACA subsidy and eligibility changes remain a real risk. … Show more

Hyped growth stocks can be poor investments even when their businesses grow, because valuations already assume they will become exceptional. Retail buyers often arrive after the promise is widely recognized, before tougher competition separates lasting winners from the rest. Eight of the nine previously warned-about stocks have fallen, though Oscar Health has gained. x.com 

Oscar Health has already priced in the CMS crackdown while it keeps disrupting medical insurance, with 90% average annual sales growth over the past five years. The stock is not far from testing new highs since its IPO, and the price target is 42+. x.com 

UnitedHealth collects ever-rising US healthcare spending, and its stock has stopped falling. Family plan costs rose 249% in two decades toward $24,000, US spending nears $10,000 a person, and the over-65 population is set to double to two billion by 2050. After earnings fell 59% and 69% in back-to-back quarters and the stock dropped from 606 to 248, it based near 250 for a year, a Weinstein Stage 1, then reclaimed its moving average and pushed above 400. x.com  x.com  x.com  x.com 

Oscar Health is too hard to invest in given the state of the ACA, uncertainty over how much ICHRA can add and uncertain risk-adjustment liabilities. A full-year medical loss ratio below 80% would force rebates, though Oscar can still cut its expense ratio. Democrats winning at least partially in the midterms could bring more favorable terms for Oscar later. x.com 

UnitedHealth's earnings visibility, unusually high dividend yield and resumed buybacks make paying under 16x forward earnings not look terrible. Still reasonably confident it is a good place to hide for long-term capital: Hemsley keeps clearing the bar, and UnitedHealth has beaten and raised guidance for three straight quarters. Further derisking remains a risk. x.com  x.com  x.com