cooked

@investingwithac thank you AC for all the hard work you have done on Oscr, I’m still holding

“My unmatched conviction cannot be taken, because I have done my research, and until I am right or proven wrong, I will continue to do so. I have and am putting my money where my mouth is.” $OSCR

@himshouse Share price has no reaction 😅

🚨 FDA PEPTIDE PANEL VOTES 'YES' ON TB-500 8 YES 6 NO 1 ABSTAIN $HIMS

@investingwithac any wakely news?

$OSCR - $30 again 🤩

@investingwithac any wakely report news/data comparison today?😆

$OSCR Today is the last day within Q2 2026… let’s recap… Morbidity has been in-line to favorable, risk adjustment is expected to be at 20% but was accrued at 24% in Q1, churn is expected at the lower end of the 20-30% range, as well as a 130 million positive PPD recognized in Q2. This means there is just over 30 days until the Q2 report. I’m f—king Long. #excitedlikeakidatacandystore

@investingwithac thanks so much, yeah, I agree. After spending more than a decade building Oscar and sticking with it through the toughest times, it makes sense that he’d start stepping back and diversify some of his holdings :)

@yang1011962 I’m personally not, he is stepping away from his role and moving more toward a board position to my understanding Oscar has been worked on for over a decade, he’s road this thin all the way down to like 2-3 a share, doesn’t surprise me tbh

$OSCR So… update guidance with 8-K when Wakley report comes in?! :) would be nice :) could be soon 👀 report comes in this month… “But given that we still are waiting for the first 2026 weekly report, which gives us a bit more information about the market morbidity this year, we are holding off on making any updates to our guidance at this point in time. But I think we go into the quarter close this month with a pretty strong tailwind.” - Goldman Sachs Conference 2026

@investingwithac Thanks very much mate, yes this makes sense to me now

Of course man, so the reason they are leaving isn’t because of ICHRA, it’s because these insurers have small ACA footprints… and after 2025, which affected all insurance plan types, I believe they wanted to minimize risk and stick with small-large group plans and Medicare. Less about the ACA, more about worries about making a profit!

$OSCR - COMPETITORS EXITING THIS WAS A PARTIAL GROWTH DRIVER FOR 2026 GROWTH. GET READY FOR 2027 🚀🚀🚀🚀. “Across those seven carriers, more than 636,000 people will need to select new Marketplace plans for 2027.” #exits" target="_blank" rel="nofollow noopener">healthinsurance.org/blog/health-in…

@AwlabIT time to break the shape and go up?

@pokemondealsuk this IP will die soon because the next generation have no way to get any Pokemon cards

Tesco express and other corner shops are getting phantasmal flames half booster bundles this morning

@investingwithac Is the official guidance assuming 20% RA this year?

$OSCR 70.5% MLR… Sandbagged by an extra 4% RA accrual… Nothing further your honor.

@PBSTUK @pokemondealsuk Okay, thanks 👍

@yang1011962 @pokemondealsuk The giveaway is in the discord and the bot automatically picks a winner from those that enter. Go to the giveaway channel in the discord :)

🎉 GIVEAWAY TIME 🎉 We’re giving away a PERFECT ORDER Pokémon Center ETB in collaboration with our friends at @PBSTUK , our favourite free Pokémon Discord community! 🔥 To enter: ✅ Join the PBSTUK Discord: discord.com/invite/gJNRbeY… ✅ Follow us on X + like this post ✅ Follow us on TikTok + like our latest video: @pokedealsuk/video/7636830780798356758?_r=1&_t=ZN-968mPhLTgLG" target="_blank" rel="nofollow noopener">tiktok.com/@pokedealsuk/v… More giveaway details are available in the PBST Discord 👀 Good luck, everyone! 🍀⚡ #Pokemon #PokemonTCG #pokemonGiveaway

@Han_Akamatsu $oscr

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