Dear Etorians, 05/30/24 Oscar Health's ($OSCR) upside may be limited due to the upcoming election and lack of clarity on Affordable Care Act subsidies. With the election approaching, uncertainty surrounding exchange subsidies, introduced under Biden and set to end on January 1, 2026, could push the stock lower. It is difficult to say that the share value will increase under these conditions. Given Oscar Health's strong performance over the past year, up nearly 200%, and uncertainty over subsidies, the company now sees a more balanced risk/reward scenario. This is why I decided to remove the stock from our portfolio.