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🌟✨️ The golden star UNH ✨️🌟  PERFORMANCE AND CONTEXT 1. ​Stock Volatility UNH stock has been experiencing significant volatility. It was down more than 40% year-to-date at one point, trading near multi-year lows.   2. ​Challenges The company has faced several challenges, including a federal investigation into its Medicare billing practices, a change in leadership, and higher-than-expected medical costs, particularly in its Medicare Advantage business. These factors have contributed to investor uncertainty and a decline in the stock price.   3. ​Q2 2025 Earnings UnitedHealth Group's Q2 2025 results showed revenue growth, but net income and earnings per share (EPS) were down year-over-year and missed analyst expectations. NO BIG DEAL. UNH can always icrease premiums

$UnitedHealth(UNH)$  $Eli Lilly(LLY)$  $Novo-Nordisk A/S(NVO)$  $Hims & Hers Health Inc.(HIMS)$   The valuation and performance of healthcare stocks relative to the broader market are at some of the lowest levels in decades. This is a critical distinction for investors.  ​Here's a breakdown of what the data shows: ​😬 Relative Underperformance is a Key Factor For the past several years, the healthcare sector has significantly underperformed the broader market, particularly t

$UnitedHealth(UNH)$   🌟✨️ The golden star UNH ✨️🌟  PERFORMANCE AND CONTEXT 1. ​Stock Volatility UNH stock has been experiencing significant volatility. It was down more than 40% year-to-date at one point, trading near multi-year lows.   2. ​Challenges The company has faced several challenges, including a federal investigation into its Medicare billing practices, a change in leadership, and higher-than-expected medical costs, particularly in its Medicare Advantage business. These factors have contributed to investor uncertainty and a decline in the stock price.   3. ​Q2 2025 Earnings UnitedHealth Group's Q2 2025 results showed revenue growth, but net income and earnings per share (EPS) wer

$Intel(INTC)$   ​​The question of whether a presidential administration can "save" a company like Intel is complex. While government policy can significantly influence a company's success, a company's fate ultimately rests on its own financial performance, technological innovation, and competitive strategy. ​❌️CHALLENGES FACING INTEL❌️ ​Intel is facing significant headwinds that a presidential administration cannot fully solve: ​Competitive Pressure Intel is engaged in a fierce battle with rivals, particularly NVIDIA in the high-growth AI chip market and AMD in the traditional CPU market. While Intel is making strides with its new processors and foundry services, it is still playing catch-up in key areas. Its market share in CPUs has bee

​Berkshire Hathaway's 13F filing for the second quarter of 2025 has been released, revealing significant changes to Warren Buffett's and his team's stock portfolio. The filing provides a snapshot of the firm's equity holdings as of June 30, 2025. ​Key Buys and New Positions ​✅️ UnitedHealth Group (UNH) The most notable and surprising new position is a significant stake in UnitedHealth Group. This investment, worth about $1.6 billion, was accumulated under a request for confidential treatment from the SEC to avoid a price spike. The purchase is particularly interesting given that UnitedHealth has faced a Justice Department probe and other challenges. I do have stakes in UNH as well. ✅️ ​Chevron (CVX) Berkshire added to its position in C

NVIDIA's next-gen Rubin AI GPUs are reportedly undergoing a redesign to better compete with AMD's upcoming Instinct MI450 AI accelerators, which might impact the launch timeline. However, NVIDIA has denied delay rumors, stating that Rubin is on track and will be released as planned. Current Status of NVIDIA's Rubin GPUs: 🤞 Launch Timeline Expected to be available in the second half of 2025, with some reports suggesting a release in 2026. 🤞Design and Features Rubin GPUs will feature advanced memory, including HBM4, and a newer semiconductor process node than Blackwell. 🙄 Potential Delay Some analysts believe that the redesign might delay the launch by a few months, potentially giving AMD a chance to catch up. AMD's Competitive Position: ✅️ Instinct MI450 AI Accelerators  AMD's upcoming

Circle Internet Group's (CRCL) stock has seen significant fluctuations recently. After posting strong Q2 revenue, driven by a 53% increase in revenue and robust demand for its stablecoin products, the stock surged. However, it has since pulled back. ⁉️SHOULD ONE INVEST BY BUYING THE DIP?⁉️ Considering the volatility and recent pullback, it's essential to weigh the pros and cons. Some analysts see potential for growth, citing Circle's strong position in the stablecoin market and increasing adoption. However, others caution about shrinking profitability and intense competition. Given the current uncertainty, it might be wise to: ⛔️ Monitor the stock's performance and wait for more clarity on the company's financials ⛔️ Consider setting a stop-loss to limit potential losses ⛔️ Evaluate your i

I opened $Eli Lilly(LLY)$  ,Forgot about this pre set order in my basket lol.

I opened $Hims & Hers Health Inc.(HIMS)$  ,Nibbling HIMS on the dip.

I closed 2 lot(s) $HIMS 20251121 80.0 CALL$  ,Closed to take profit.  Long term bullish on HIMS so closing this trade during temporal weakness.

​Not sure. So I googled for the following: ❤️Popmart (9992.HK)❤️ ​Popmart is set to release its first-half financial report on August 19, 2025. The company has already provided a positive profit warning, and analysts are highly optimistic about the results. The key theme is the company's successful globalization strategy. ​Revenue Analysts expect significant year-over-year revenue growth. Bloomberg forecasts revenue of 13.76 billion yuan for the first half of 2025, which would represent a 201.9% year-on-year increase. ​Profit The company has already stated that it expects profit to grow by no less than 350% year-on-year. Adjusted net profit is anticipated to exceed 4.6 billion yuan, which would be more than the company's full-year profit for 2024. ​Key Growth Drivers ​1. Overseas Expansion

Nothing new isn't it. I've foreseen such and forewarned. It's only a matter of time.  But for those new to the topic, let's revisit what a lockup expiration is. ​WHAT IS A LOCKUP EXPIRATION? When a company goes public through an IPO, insiders (executives, early investors, etc.) are typically restricted from selling their shares for a period of time, known as the lock-up period. The expiration of this period allows these insiders to sell their shares for the first time, which can create significant selling pressure on the stock.   COREWEAVE'S SITUATION: ​CoreWeave is an AI-specific cloud computing company. Its stock, which had rallied significantly since its IPO, was subject to a lock-up period.  ​The lock-up expiration occurred shortly after the company reported its sec

$Palantir Technologies Inc.(PLTR)$   I personally do not like PLTR and feel that the run is way overdone. Call me your grapes if you want but that's just my opinion,  so do your own due diligence. Heard enough of the "but PLTR has more room to run, TA suggest otherwise" narrative.  Oh please.  If all stocks follow textbook TA, we'll all be crazy rich. Like it or not, Market Sentiments will screw your portfolios up big time; against your will and against all your textbook TAs, Fibs, ikomuchi clouds and crazy lines. Always do your own due diligence and don't follow the crowd. If it's time to take profits, please do so.  Profits isn't profits till its taken off the table. ​ BACKGROUND Citron Res

​1. REALITY OF BMNR AS THE "LARGEST ETH HOLDER" ✨️ ​Corporate vs. Individual "Whales" BMNR is not an anonymous individual whale. It's a publicly traded company. This is a crucial distinction. Its ETH holdings are on its balance sheet, and its actions are subject to corporate strategy, shareholder pressure, and SEC oversight (to some degree, as an NYSE-listed company).   ✨️ ​The "5% of ETH" Goal BitMine has publicly stated its audacious goal to acquire 5% of the total ETH supply. This is a massive, long-term strategy that is driving its business model. They are raising capital to buy more ETH, which is why the stock is seeing so much attention.   ✨️ ​The Stock as a Proxy When you invest in BMNR, you are not directly buying ETH. You are buying a stock whose value is

$Bullish(BLSH)$   Bullish, a cryptocurrency exchange backed by Peter Thiel, recently went public with its initial public offering (IPO) on the New York Stock Exchange (NYSE) under the ticker symbol BLSH. Here's what you need to know about the Bullish IPO: ✨️ IPO Details Bullish raised $1.1 billion in its oversubscribed IPO, pricing 30 million shares at $37 each, above the expected range of $32 to $33. ✨️ Valuation The company is now valued at $5.4 billion, with potential to reach $10 billion based on its stock performance. ✨️ Stock Performance Bullish stock surged over 90% on its debut, reaching as high as $118 before settling back. It has been valued at over $10 billion after the explosive debut. ✨️ Investor Interest  Major investors li

​When considering whether to buy and invest in a stock like Sea Limited (SE), it's crucial to look at a variety of factors, from the company's recent performance to its long-term outlook and the risks it faces. ✅️Recent Financial Performance and Strengths✅️ ​🔥 Strong Turnaround  Sea has successfully transitioned from being a company that was losing money to a highly profitable business. This turnaround is a significant positive for investors. In its recent quarterly report, the company's net income surged, and its revenue increased by a significant percentage year-over-year.   ​🔥 Diversified Business Segments Sea operates three main business segments:   1. Shopee (E-commerce): This remains a core part of the business, with strong revenue growth driven by increased

Navigating the market after a company's earnings report can be a complex and fast-paced endeavor. The following information provides insights into how JD.com (JD) and NetEase (NTES) have historically performed post-earnings, along with some general trading considerations. ​General Considerations for Post-Earnings Trading ​✅️ Understand the "Why" The most important thing is not just whether a company beat or missed expectations, but why. Dive into the earnings report and conference call to understand the drivers of the results. Was the beat due to one-time gains or a change in the core business? Were the misses related to temporary headwinds or a fundamental shift in the company's outlook? ​✅️ Analyze the Guidance The company's future outlook (guidance) is often more impactful than the past