Nick Patel @DataDrivenAxens - Twitter Profile

$OSCR remains one of the cheapest company in the market. How the 10x Bull Case Could Play Out For $OSCR to hit $98B by 2030, 1. Market Share Dominance in Individual ACA: Oscar currently holds ~3 Million members in the Individual Exchange market. It would need to capture over 50% of the entire national ACA market or rapidly expand into Medicare Advantage (MA) and Small Group markets. 2. "Tech-First" Operating Leverage: Oscar’s proprietary tech platform ("Oswell" and Agentic AI workflow automation) must drive its SG&A expense ratio down toward ~10%–12% (compared to 15.6%–16.1% guided for 2026). Margin expansion from 3% to 6–7% would lower the required top-line revenue to ~$70B–$80B. 3. Software/SaaS Licensing ("+Oscar"): If Oscar successfully monetizes its full-stack tech platform by licensing it to traditional third-party insurers and hospital networks, those high-margin software revenues could command software-like valuation multiples (30x–40x P/E) rather than health-plan multiples.

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Nick Patel

@DataDrivenAxens

5 days ago

$QCOM $META $TSM Muse Charm (a dedicated pendant/keychain device) Qualcomm: Provides the core processing unit and cellular connectivity solution. Known for supplying low-power, ambient Snapdragon chipsets and connectivity modules for wearable AI, Qualcomm handles the device's CPU/NPU workloads and built-in 5G capabilities. TSMC (Taiwan Semiconductor Manufacturing Co.): Manufactures the underlying silicon logic wafers for Meta's custom mobile and AI hardware processors via advanced foundry nodes.

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