Roy Hoir

51 posts

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Roy Hoir

Roy Hoir

@hoiroy33

Katılım Eylül 2023
42 Takip Edilen15 Takipçiler
Cantal Capital
Cantal Capital@Cantal_Capital·
$OSCR Is anyone here still bullish on OSCR? Like if you are.
Cantal Capital tweet media
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The Long Investor
The Long Investor@TheLongInvest·
$HIMS is going to make an ATH again above $72 $OSCR is going to $45 $ZETA is going to $100 $UNH is going back to $600 $NVO is going to $100 $ETH is going to $9000 $BABA & $BIDU will both double from here. $ASTS is going to be one of the biggest companies in the world $ADUR will 5 X from here That’s all you need.
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Roy Hoir
Roy Hoir@hoiroy33·
@kwankwa97767039 @oguzerkan he is just pumping. do you see CFO/CEO from Nvidia or other big companies publicly naming a target share price?
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kwan kwan
kwan kwan@kwankwa97767039·
@hoiroy33 @oguzerkan How much impact do you think the CFO’s comments will have on the stock in the short term?
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Oguz Erkan
Oguz Erkan@oguzerkan·
$OSCR CFO: “It’s a great time to enter the stock.” Yesterday’s 10% jump was just the beginning. They are guiding for $750 million operating income this year. Even if they miss by 50%, the stock is trading at 12x this year’s operating earnings. Why wouldn’t it work from here?
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Roy Hoir
Roy Hoir@hoiroy33·
@StockTrader_Max how much money did you lose today from your recent $Hims entry? 🤭
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StockTrader_Max
StockTrader_Max@StockTrader_Max·
$HIMS Keeps their 2030 revenue guidance of $6.5 billion - Reports record number of subscribers (2.511 million) - Reports record quarterly revenue ($618 million) Increases their guidance for FY 2026 to $2.7-$2.9 billion and this figure excludes their latest M&A deal therefore this number is a sandbag. Its not the strongest quarter reported in the market, their are small cracks.. But it certainly is not the worst and after a 78% fall from its ATH, the stock is a great buy here at $15 a share.
StockTrader_Max tweet media
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Roy Hoir
Roy Hoir@hoiroy33·
@TheTechInvest You used to pump $Oscr and $hims saying those 2 are once in a life time opportunity but at the end you ditched them……
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The Tech Investor
The Tech Investor@TheTechInvest·
In 2018: $IREN was built by Dan and his brother Will on a very simple thesis—power is the bottleneck of the future. They started with $BTC. In 2026, they became the "the largest vertically integrated Al Data center platform" per Bernstein or what $IREN described for the very first time in Q2 as "Scaling into a global AI Cloud leader." $IREN moat has shifted from time to power to time to DCs. $IREN has the strongest moat in the neoclouds sector and time will show how playing the long term game always wins. The gap is huge between $IREN and its peers and 2026 is the turning point.
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The Long Investor
The Long Investor@TheLongInvest·
I can assure you $HIMS did their legal DD before going to market with this How is it that a $5 Billion Market Cap company like $HIMS can petrify these big pharmas like this? Because they know their value now and identified it to the market $HIMs at the very least is a $50 Billion Market Cap
The Long Investor tweet media
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Thomas
Thomas@Thomasphelixx·
@investingwithac The earnings not going to change nothing. Oscar at the moment looking bad.
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Invest with AC
Invest with AC@investingwithac·
$OSCR 7 DAYS TILL EARNINGS
GIF
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Roy Hoir
Roy Hoir@hoiroy33·
@Ron_Trades if it was that good why the price action like this?
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Ron Ron
Ron Ron@Ron_Trades·
$OSCR is so undervalued for their growth potential. February 10th earnings is going to be a huge surprise imo once they restate guidance for 2026 - CEO projects profitability in 2026 and positive P/E soon, and this is without enhanced subsidy extension being accounted for (which may still happen) - currently trading at 0.3x P/S (below normal compared to other insurance companies despite their significantly higher growth), the stock should be $20 minimum if they were not so mispriced - the risk of expired ACA enhanced subsidies is not a big deal, new data suggests a much smaller decline than expected - Oscar is positioning to take more market share from competitors with their relatively low pricing and the exit of other insurance players in the ACA - the individual insurance market is growing rapidly as more small businesses move to ICHRA (allowing employees to pick their own insurance on the ACA market) instead of traditional employer plans to save money - the U.S is seeing an increase in freelance work, so more members will continue to join their ACA insurance - Oscar has posted a ton of job hirings recently (100+), I find it hard to believe that they have bad enrollment numbers 🤷
Ron Ron tweet media
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Gian
Gian@gian_sdr·
There is not much imagination needed to know where $HIMS is going to next... -> $120+
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Hardik Shah
Hardik Shah@AIStockSavvy·
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Five Guys Extends Partnership with $SOUN SoundHound AI for Voice Ordering 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Five Guys expands 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 𝐩𝐚𝐫𝐭𝐧𝐞𝐫𝐬𝐡𝐢𝐩 with SoundHound AI. ➤ SoundHound supports 𝟏+ 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐢𝐧𝐭𝐞𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐬 to date. ➤ AI ordering deployed across 𝐡𝐮𝐧𝐝𝐫𝐞𝐝𝐬 𝐨𝐟 𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧𝐬 nationwide. ➤ Renewal gives 𝐟𝐫𝐚𝐧𝐜𝐡𝐢𝐬𝐞𝐞𝐬 𝐨𝐩𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐜𝐜𝐞𝐬𝐬 to expanded AI services. ➤ Voice AI answers 𝟏𝟎𝟎% 𝐨𝐟 𝐢𝐧𝐜𝐨𝐦𝐢𝐧𝐠 𝐨𝐫𝐝𝐞𝐫𝐬, even during peak hours. ➤ Technology eliminates 𝐦𝐢𝐬𝐬𝐞𝐝 𝐨𝐫𝐝𝐞𝐫𝐬 and improves accuracy. ➤ AI reduces staff interruptions, boosting 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐜𝐲. ➤ Employees can focus on 𝐢𝐧-𝐬𝐭𝐨𝐫𝐞 𝐬𝐞𝐫𝐯𝐢𝐜𝐞 and food preparation. ➤ Voice AI understands 𝐧𝐚𝐭𝐮𝐫𝐚𝐥 𝐡𝐮𝐦𝐚𝐧 𝐬𝐩𝐞𝐞𝐜𝐡 and custom orders. ➤ System trained on 𝐞𝐱𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐅𝐢𝐯𝐞 𝐆𝐮𝐲𝐬 𝐦𝐞𝐧𝐮 data. ➤ AI handles 𝐦𝐞𝐧𝐮 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬, 𝐚𝐥𝐥𝐞𝐫𝐠𝐞𝐧𝐬, 𝐡𝐨𝐮𝐫𝐬, and promotions. ➤ Partnership enhances 𝐜𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐜𝐨𝐧𝐯𝐞𝐧𝐢𝐞𝐧𝐜𝐞 and brand experience. ➤ SoundHound positions solution as 𝐬𝐜𝐚𝐥𝐚𝐛𝐥𝐞 𝐯𝐨𝐢𝐜𝐞 𝐀𝐈 for restaurants.
Hardik Shah tweet media
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Invest with AC
Invest with AC@investingwithac·
$OSCR UP TO 215 AVAILABLE JOBS… SOMETHING IS GOING ON… JUST A FEW MONTHS AGO IT WAS LESS THAN HALF.
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Roy Hoir
Roy Hoir@hoiroy33·
@investingwithac thanks for all the encouraging updates, but why is OSCR down ~3%?
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Invest with AC
Invest with AC@investingwithac·
$OSCR Why is this so bullish… First - sending money to individuals rather than insurers to buy their own insurance… This promotes a competitive market, as well as provides “subsidies” but through a different door… Second - CSR’s these stopped in 2017 are extremely important. Cost Sharing Reductions (CSRs) — why they matter & what they do •Lower out-of-pocket costs: CSRs reduce deductibles, copays, coinsurance, and max out-of-pocket for eligible ACA enrollees (they do not lower premiums). •Target low-income consumers: Available to people at 100–250% of the Federal Poverty Level who enroll in Silver plans. •Turn Silver into “better-than-Silver” coverage: For the lowest incomes, CSR Silver plans function like Gold or Platinum coverage with much lower cost sharing. •Required by law: Insurers must provide CSR benefits regardless of reimbursement. •Premium impact: When CSRs aren’t reimbursed, insurers raise Silver premiums (“silver loading”); funding CSRs can lower premiums ~10–15% and stabilize markets. •Market stability lever: Proper CSR funding reduces pricing distortions, improves affordability, and lowers federal subsidy volatility. Ultimately, reimbursing insurers for the lower deductibles etc. but dropping consumer costs drastically. REDUCING CHURN SIGNIFICANTLY. Third - the most important… This NEEDS to be signed into law and with a strong plan. The Moreno backed plan has already mentioned these items, this could end up with a FINAL DEAL of a 2 year extension, with the second year optional to fund an HSA account… This would slowly remove ACA enhanced subsidies, and replace them with CSR’s and HSA’s… This is ultimately extremely bullish, and the fact Trump is so adamant about getting something done, speaks VOLUME.
Rapid Response 47@RapidResponse47

THE GREAT HEALTHCARE PLAN GreatHealthcare.gov

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Invest with AC
Invest with AC@investingwithac·
$OSCR CMS data was INCREDIBLY bullish… Down ~3.5% YoY …. Do you not understand?!?!? Market was pricing in almost 15-20% drop in the entire ACA MARKETPLACE… AND OPEN ENROLLMENT ISN’T EVEN OVER. With the facts that the last few days of open enrollment being the largest days… I am estimated a YoY change of -1 to +1%… The last few days of open enrollment typically showcase a gain of 1 million members plus… BUT The January 12, 2026 snapshot report that was released by CMS includes data through January 3, 2026 for HealthCare.gov and through December 27, 2025 for most state-based exchanges in that snapshot. THERE ARE ALMOST 15 WHOLE. DAYS. left to report… THE FINAL ACA ENROLLMENT DATA IS ABOUT TO BE SHOCKING.
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
$NFLX It’s funny. @newsomenuggets and I have completely different systems, but almost the same exact buy signal timing. Would be shocked if Netflix isn’t $94+ by end of week, at latest early next week.
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The Titan Traders
The Titan Traders@TT_stocks_·
I’m cleaning up some followers going into the new year, who’s active?
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