Oscar Health vs. Centene: What If I Told You The Market Is Getting It Wrong ?

Last week, $OSCR went through a bout of turbulence, dropping sharply alongside peers like $CNC after Centene stunned the market with a full-year guidance withdrawal. But what if I told you the selloff told us more about the market’s confusion than Oscar’s reality? I spent the weekend diving through actual filings—state by state—and here’s a full breakdown of what’s happening beneath the surface, and why Oscar may be handling it much better than people think.