Trading Ideas| UNH& NVO

1.

$Novo-Nordisk A/S(NVO)$ IS AN ABSOLUTE MESS

Today’s $60B drawdown is one of the most ironic moments I’ve seen. This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.

Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.

2.

$UnitedHealth(UNH)$ Q2 Earnings 🚨

• Sales $11.62B vs Est. $11.59B

• EPS $4.08 vs Est. $4.45

• Medical Care Ratio: 89.4% -- up +430 bps YoY

FY25 Guidance

• Sales $447B vs Est. $449B

• EPS $16.00 vs Est. $20.90

• Medical Care Ratio: 89.3%

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# Technical Analysis

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  • A4k
    ·07-30
    Great article, would you like to share it?
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