$Super Micro Computer (SMCI.US)$ 499是不是能买到？明天就知道了。先投个票

$UnitedHealth (UNH.US)$
A friend asked about UNH yesterday. I had copied this stock halfway up the hill after the hacking incident (switching from XLV, but not at the lowest point). Fortunately, I felt something was amiss when it didn't rise for a long time. Last week, I switched back to XLV, although it also fell, it was considered avoiding a disaster. I don't remember the specific day I made the switch, I've just been focusing on speculating on Tesla recently, forgetting about everything else.
After a closer look, it seems like this: inflation has caused a sharp increase in medical expenses, but the government has not increased the budget for medical care expenses, which will squeeze the profits of medical care companies in the future. It can't really be considered government intervention in the market, but rather a way of indirectly cutting basic social welfare, thereby bringing negative impacts to the entire industry.
In this way, the days for medical insurance companies are quite tough.
However, overall, it is still a good track with both offensive and defensive capabilities. Short-term stock prices are under pressure, but from a long-term perspective, the entire track is still vibrant. As long as UNH maintains its industry leader position, it will definitely reach new highs in the future. There will just be a lot of uncertainties in the meantime.
As for XLV, overall, it is a better track than just medical insurance. The expenses of medical insurance companies are also the income of the entire industry. As long as the population is growing, life expectancy is increasing, and there is a higher demand for a healthy lifestyle, the medical track will only get better and better. $The Health Care Select Sector SPDR® Fund (XLV.US)$
Currently, it seems that the situation with weight loss drugs...

$SoundHound AI (SOUN.US)$ party over?

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