According to @mcuban, the Affordable Care Act is underperforming today and he urges a one-year extension of premium subsidies while blaming political and corporate gaming of large-scale laws for current issues, which can catalyze policy headline risk for insurers tied to ACA exchanges; source: Mark Cuban on X, Dec 4, 2025. Traders should monitor Centene (CNC), which reports being the largest insurer on the Health Insurance Marketplace, making it directly exposed to subsidy and enrollment changes; source: Centene Corporation 2023 Form 10-K (U.S. SEC filing). Molina Healthcare (MOH) discloses substantial ACA Marketplace membership and revenue exposure, indicating sensitivity to subsidy policy and exchange pricing dynamics; source: Molina Healthcare, Inc. 2023 Form 10-K (U.S. SEC filing). Oscar Health (OSCR) states its business is focused on the Individual and Small Group markets created by the ACA, tying margins and membership growth to Marketplace policies and subsidies; source: Oscar Health, Inc. 2023 Form 10-K (U.S. SEC filing). Insurer filings highlight medical loss ratio, pricing, and retention as key drivers influenced by Marketplace rules and subsidies, suggesting heightened volatility around any subsidy-extension headlines referenced by @mcuban; source: Centene 2023 Form 10-K; Molina Healthcare 2023 Form 10-K; Oscar Health 2023 Form 10-K.