EJG

Fintech Finance and Strategy. Ex-Sellside HC Services.

[EJG @ejghc]

@blondesnmoney Imagine exiting at $6 🙃

[EJG @ejghc]

@BigCryptoAlert @AravSrinivas @evanspiegel @BoxLongs

[EJG @ejghc]

If your thesis is mass white-collar unemployment due to AI, why would shorting managed care with high employer-sponsored exposure ($CI, $ELV) not play well?

On other side of coin, why wouldn’t $OSCR, and to a lesser degree $MOH and $CNC not thrive in such an environment?

[EJG @ejghc]

@AJCarroll39 It’s an insurance company….Back out benefits and risk transfer payable

[EJG @ejghc]

@felix_kopyto @nickbateman33 That’s fair. So only take post-NIL sample size? 93% feels way too high, but it is likely higher than 65. Probably 80ish

[EJG @ejghc]

@evanspiegel plz take note. Thx $SNAP

[FinancialJuice @financialjuice]

Meta layoffs might impact 20% or more of the company - sources. $META

[EJG @ejghc]

*In line with centene’s expectations. Seems steeper than what Oscar had been calling for, but we’ll see

[EJG @ejghc]

Think $OSCR moving off the back of comments from $CNC at Barclays conf. Seem like steep decline in effectuated enrollment since Jan (but in line with expectations) and medical costs still running a little hot in the silver tier

[EJG @ejghc]

@BoxLongs Fully agree on SNAP (as someone who was let go at XYZ)

[EJG @ejghc]

@Kafka7invest Could be a few different reasons for this. But probably a decent chance they see $0 from perplexity

[EJG @ejghc]

Interesting ER from $SNAP. Knew we’d see a DAU decline QoQ, but surprised to see NA DAU decline that much,was expecting to see it more in RoW. Clearly sacrificing DAUs for increased ARPU, the right approach imo. Guidance will be key, likely will bring up EU countries pushing to ban social media <16 and <15. Probably Q1 QoQ drop in DAUs coming

Curiously no mention of Perplexity? When’s that revenue stream hitting? Is it still happening?

[EJG @ejghc]

Kinda volatile January after a crappy December. Still refining things, considering automating some stuff

[EJG @ejghc]

@0xTyrael @PredMTrader I hedged mine. Should never have thrown it in there, just eating fees lol

[EJG @ejghc]

@PredMTrader @0xTyrael I have gotten zero offers on this 😔

[EJG @ejghc]

Quick swing trade on Saba. Kyrgios really just fooling around out there. She may win the set and trade up to 35% ish, in which case I’ll hit Kyrgios

[EJG @ejghc]

One of the more interesting things to wager on this morning. Under basically any circumstance, this is an easy win for Kyrgios, HOWEVER:

1. Kyrgios has an area 9% smaller to hit to
2. And probably the biggest factor. Only one serve! The difference between Kyrgios’ 1st and second serve is much larger than Saba’s
3. Kyrgios is an entertainer. He has been saying that all week.

The rules are trying to make this as much of an even matchup as possible. How I think this will go: Kyrgios keeps this interesting. It won’t be a blowout. Can play it two ways:

1. Buy Saba now and try to flip when it at least doubles. I don’t think it’s crazy for her to rip a set here, or at one point trade to 50%.

2. Ignore Saba, and buy Kyrgios when he inevitably dips down to the 50-70% range. Still think he likely wins this when he’s done being a showman.

[EJG @ejghc]

@anothercohen Also used AI last night for a little fun. Great use case

[EJG @ejghc]

@solgrind_ ? That was last year. This year already happened, and it wasn’t Trump.

[EJG @ejghc]

If you see $2K on the ground, I guess you’d pick it up right?