$OSCR is quietly crushing it right now, up 36% for the past month, and it still might be early.
-$18 - 19B 2026 revenue guide.
-Profitability expected in 2026.
-CEO bought ~$11M in stock
The market is slowly waking up to this one. 👀
Traditional health insurance is ripe for reinvention!
Oscar Health $OSCR's data-rich, tech-native model is proving that personalized, value-based care can scale profitably.
With membership momentum intact and AI accelerating both member satisfaction and medical-loss-ratio discipline, Oscar is quietly building the blueprint for the next decade of U.S. healthcare.
Oscar is my biggest position and will be the main growth driver of my portfolio in 2026!
SEB e ju totalt vrickade, sån manipulation av er. Sänker till behåll men höjer riktkursen från 31 till 33, gissar att ni hade en kort position i hexatronic och använder retail som exit liquidity
$HTRO
Why $HIMS is still a steal: >60% from ATHs
> Guidance of $6.5B revenue in 2030 (conservative guide)
> Peptides revolution
> International expansion through acquisitions
> New verticals launching
> GLP1 opportunity back with $NVO partnership
In Q4, $HIMS repurchased $80M of stock at $39.
Today it trades at $24.
The CEO of $SOFI just bought $1M at $17.88 — basically today’s price.
This is what conviction looks like.
These are the setups I like investing in.