Burry bets big on MOH, capitalizing on Medicare rate hikes

Burry has quietly loaded up on Molina Healthcare (MOH) now a top 3 holding.

While markets spiral on tariff fears, MOH is up +18.5% YTD. Taking advantage of the increase in Medicare rates. pic.twitter.com/pyB7XUArkM

— Michael Burry Stock Tracker ♟ (@burrytracker) April 11, 2025

See also No, we don't need rate cuts. Powell should have been fired years ago, but not now. Trump won't fire Powell. If the economy goes into freefall, he has a scapegoat until May 2026.

See also Trump sends tariff letters to 16 nations. Brazil hit with 50% import duty. No extensions, retaliation will trigger hikes.