Centene: How Paperwork Disrupted An Entire Sector

Centene offers a defensive shelter as the AI infrastructure market faces skepticism and volatility. ACA insurance exchanges suffered adverse selection as healthy individuals exited, leaving a sicker, costlier pool. Regulatory shifts and flawed industry algorithms led to unexpected losses for insurers unable to adjust patient mix.

Diversification is more important than ever. The market is becoming increasingly skeptical of the AI infrastructure buildout trade. I think the next few months could be ugly, as the AI market finds its new equilibrium. My expectation is that