Healthcare is the clearest place money is moving, and UnitedHealth is the preferred name here. It beat earnings and raised its 2026 profit forecast. x.com 

UnitedHealth's earnings visibility, unusually high dividend yield and resumed buybacks make paying under 16x forward earnings not look terrible. Still reasonably confident it is a good place to hide for long-term capital: Hemsley keeps clearing the bar, and UnitedHealth has beaten and raised guidance for three straight quarters. Further derisking remains a risk. x.com  x.com  x.com 

UnitedHealth's rebound still has a Medicaid problem because care costs are outpacing state funding. Q3 operating profit rose to $6.6bn from $4.3bn a year earlier, but Medicaid is still expected to lose money in 2026. x.com 

UnitedHealth's collapse was driven more by fear than fundamentals, making it one of the biggest opportunities in years, reminiscent of Meta in 2022. Fraud accusations led nowhere as the DOJ dropped its investigation, and peers Humana and CVS recovered from the same cost underestimation and beat later. With over $420B in revenue and deep ties to US employers, UnitedHealth is too big to fail and could survive even a fine. That same logic pointed to Berkshire being the undisclosed buyer. x.com 

UnitedHealth remains essential to the US economy and still provides the best pay-and-collect mechanism for doctors and hospitals in the country. Per CNBC, its first-quarter adjusted EPS of $7.23 beat expectations of $6.57, and it raised its full-year earnings outlook. x.com 

UnitedHealth's debt has to come down to a manageable $20-30B, which would also cut interest expense, and the institutions, TV contributors and big retail accounts pumping it like the next Nvidia are ignoring that. Health insurance is not going away, but the numbers matter more than the hype. x.com 

Healthcare's rotation from laggard to leader is not done, with the sector coming out of multiyear bases. It has been the most consistent sector in midterm election years for over 30 years, winning 80% of the time in the back half, and 22 healthcare companies beat the S&P 500 in 75%+ of midterms from 1994 to 2022. Focus names range from mature AbbVie, Lilly and UnitedHealth to large caps like Vertex and Amgen and riskier mid caps like Hims & Hers and Oscar Health. Start trimming from November. … Show more

UnitedHealth's potential earnings recovery and margin expansion offer a fundamental case for its emerging Stage 2 uptrend. EPS is expected to grow 53%, from $20.47 in 2026 to $31.31 by 2029, while revenue is projected to rise from $448B to $511B; a weekly bull flag has broken out. x.com 

UnitedHealth is exposed as health insurance costs become unaffordable for employers: an industry that lives by price gouging will die by it. US employers face the largest health insurance cost hike since the Affordable Care Act began, with a 25% rise expected in 2027 after a massive drop in exchange enrollment. Employer-based health plans now look set to go the way of pensions and become extinct. x.com 

UnitedHealth collects ever-rising US healthcare spending, and its stock has stopped falling. Family plan costs rose 249% in two decades toward $24,000, US spending nears $10,000 a person, and the over-65 population is set to double to two billion by 2050. After earnings fell 59% and 69% in back-to-back quarters and the stock dropped from 606 to 248, it based near 250 for a year, a Weinstein Stage 1, then reclaimed its moving average and pushed above 400. x.com  x.com  x.com  x.com