@Edyy55i
iAccount based inUnited Kingdom
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What we do in Life,echoes in eternity ♣️
Riga, Latvia
Joined April 2014
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Short-Term Noise, Long-Term Value: Why the $OSCR Pullback is a Gift for Patient Capital
If you truly believe in the long-term thesis for Oscar Health ($OSCR), the recent headline-driven dip shouldn't scare you—it should excite you.
When the stock was trading near $32+ on pure short-squeeze momentum, buying in meant paying a premium price amidst an overextended chart. Trying to build a serious long position at the absolute top of a vertical parabola is never a disciplined strategy.
The recent headlines around the federal anti-fraud task force purging unauthorized ACA enrollments provided the exact, necessary reality check the market needed:
Short-Term Pain, Long-Term Health: Yes, losing enrollees impacts near-term subscriber totals. But clearing out inactive or questionable accounts forces the market to price $OSCR on its real, core operational performance—not inflated top-line figures.
The Fundamentals Don't Change: Mark Bertolini's cost-cutting, MLR discipline, and tech-driven platform remain intact. The long-term trajectory of modernizing health insurance hasn't changed because of a policy enforcement wave.
A Gift for the Patient: True value is bought when everyone else is reacting emotionally to headlines. A pull back toward major technical moving averages gives investors who love the company a chance to establish or scale positions at a rational valuation, rather than FOMO-buying the top.
Let the short-term traders fight over the daily swings. For those of us looking at the multi-year horizon, headline volatility is just the market offering a second chance at a discount. 📈🎯 @mtbert @mariots
( post made by AI but with my guidance )
$CNC $UNH $CVS $MOH
Sold the UK house in late 2025, liquidated everything, and relocated to Latvia to go all-in on my market strategy.
After a solid run on $OSCR and a strong month swing trading $APP (+€27k), I’ve gained enough runway to step away from the day job and focus on full-time investing—a milestone I’ve chased for years.
In Latvia, that monthly return of €27,000 equals a typical annual household income, but the real win isn't the number; it's buying back my time. High risk got me to the starting line, but strict discipline and risk management will keep me here 🇱🇻🇱🇻
While Amazon panics and blocks AI agents to protect its ad monopoly, Tobi Lütke just plugged Meta’s Muse natively into Shop Pay.
The Agentic Commerce flywheel for $APP is now locked in:
1️⃣ $APP (AXON 2.0) ➔ Sparks product discovery across 1.4B daily users
2️⃣ Muse AI ➔ Validates product fit & pricing
3️⃣ Shop Pay ➔ Executes 1-click agentic checkout
Zero friction. Zero drop-off. Exploding ROAS for 13,000+ Shopify merchants running AppLovin ads.
Amazon is building walls. Shopify & $APP are building the future
@AppLovin @rfvivas
The consensus view on AI Agents in e-commerce is completely backwards.
With Amazon cutting off Meta’s Muse, retail traders are panicking that autonomous AI agents will eliminate digital ads. The fear? If a bot does your shopping, ad networks die.
Here is why that bear thesis fails—and why Agentic Commerce actually supercharges $APP:
1. Search Ads vs. Discovery Engine
Search / Intent Ads (Google, Amazon Search): HIGH RISK. When a user tells an agent, "Buy 32oz laundry detergent," the agent executes in the background. Search ad links get completely bypassed.
Discovery Ads (AppLovin AXON 2.0): ZERO RISK. An AI bot cannot experience impulse, desire, or curiosity. Human emotion drives the decision to buy something they didn't know existed while playing a game or watching CTV.
2. Collapsing the Friction Gap
Today’s ad funnel is broken:
See Ad ➔ Click Link ➔ External Browser ➔ Fill Shipping Info ➔ 98% Drop-Off.
In the Agentic Era:
AppLovin shows ad inside game ➔ On-device AI Agent verifies price/fit ➔ 1-click tokenized checkout.
3. The ROAS Explosion
When conversion friction vanishes, ad conversion rates jump from 2% to 20%+. Because return on ad spend (ROAS) skyrockets, merchants will aggressively bid up $APP ad inventory to trigger these zero-friction sales.
The Bottom Line:
AI agents sit passively on your smartphone. They don't generate desire out of nowhere.
AppLovin owns the upstream real estate (1.4B+ daily active users) that provides the Spark. The user's AI Agent provides the Verification.
Agents won't replace $APP —they turn AXON 2.0 into the highest-converting commercial engine on earth @AppLovin @rfvivas @_DomDav
Yes, they know it, politicians know it and they are afraid of AI taking over governments all over the world. AI will definitely run a world more efficient than pedophile politicians like @TrumpWarRoom $NVDA $ARM $MU
All you need is to find a winning company. Watchlist overview:
$OSCR : Waiting for an entry at $24 or below. High-conviction company with legendary CEO @mtbert.
200MA: $21.25
$ZETA : Believing $18 is retestable. Volatile stock with good risk/reward, though overvalued in the short term. 200MA: $20.68
$GRRR : High-risk, high-reward setup. Attractive entry at current levels, but dilution risk remains if they need to raise cash.
200MA: $13.71
$APP : Pullback driven by market makers, with potential retest around $270. Fundamentals remain intact, but management must demonstrate Q2 was just a temporary bump.
200MA: $475.32 @AppLovin