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$Super Micro Computer (SMCI.US)$ Can I buy 499? I'll know tomorrow. Vote first
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Things aren't going well... financial reports are probably not ideal
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$UnitedHealth (UNH.US)$
Yesterday, a friend asked about UNH. I bought this stock (changed it from XLV, but missed the lowest point) after the hacking incident. Fortunately, I felt something was off as it didn't rise, so I switched back to XLV last week. Although it also fell, it can be considered as dodging a bullet. I don't remember the specific day I made the switch, I've been too focused on speculating Tesla and forgot about other things.
After careful consideration, the situation is roughly like this: inflation has caused a sharp increase in medical expenses, but the government has not increased the budget for medical insurance, which will compress the profits of medical care companies in the future. It can't really be considered as government intervention in the market, but rather the government indirectly reducing basic social welfare, thus bringing negative effects to the entire industry.
In this way, the days are also tough for medical insurance companies.
However, overall, it is still a good track with both offensive and defensive capabilities. Short-term stock prices are under pressure, but in the long run, the entire track remains evergreen. As long as UNH maintains its industry-leading position, it will definitely hit new highs in the future. Just be prepared for a lot of uncertainties in the meantime.
As for XLV, overall, it is a better track than just medical care. The expenses of medical insurance companies are also the income of the entire industry. As long as the population grows, life expectancy extends, and the pursuit of a healthier lifestyle increases, the medical track will only get better. $The Health Care Select Sector SPDR® Fund (XLV.US)$
Currently, it seems that there is some activity on the weight loss medication side...
Yesterday, a friend asked about UNH. I bought this stock (changed it from XLV, but missed the lowest point) after the hacking incident. Fortunately, I felt something was off as it didn't rise, so I switched back to XLV last week. Although it also fell, it can be considered as dodging a bullet. I don't remember the specific day I made the switch, I've been too focused on speculating Tesla and forgot about other things.
After careful consideration, the situation is roughly like this: inflation has caused a sharp increase in medical expenses, but the government has not increased the budget for medical insurance, which will compress the profits of medical care companies in the future. It can't really be considered as government intervention in the market, but rather the government indirectly reducing basic social welfare, thus bringing negative effects to the entire industry.
In this way, the days are also tough for medical insurance companies.
However, overall, it is still a good track with both offensive and defensive capabilities. Short-term stock prices are under pressure, but in the long run, the entire track remains evergreen. As long as UNH maintains its industry-leading position, it will definitely hit new highs in the future. Just be prepared for a lot of uncertainties in the meantime.
As for XLV, overall, it is a better track than just medical care. The expenses of medical insurance companies are also the income of the entire industry. As long as the population grows, life expectancy extends, and the pursuit of a healthier lifestyle increases, the medical track will only get better. $The Health Care Select Sector SPDR® Fund (XLV.US)$
Currently, it seems that there is some activity on the weight loss medication side...
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The cyberattack on UnitedHealth's Change Healthcare unit could have significant financial implications for the company, as well as for hospitals, pharmacies, and healthcare providers affected by the disruption. The incident could also potentially impact UnitedHealth's reputation and customer trust.
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$SoundHound AI (SOUN.US)$ party over?
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$Mobileye Global (MBLY.US)$ Did diving... drop to 24 bucks...?
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$SoundHound AI (SOUN.US)$ The turnover rate is not high, which indicates that the decline is due to the main forces washing dishes and will return later
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