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%

Image

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

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This could’ve played out VERY differently if they had embraced $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.</p><p>Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.</p><p></p><p>2.</p><p> <a data-mention-id=\"UNH\" class=\"teditor-mention\" data-mention-name=\"UnitedHealth\" href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> Q2 Earnings 🚨</p><p>• Sales $11.62B vs Est. $11.59B</p><p>• EPS $4.08 vs Est. $4.45</p><p>• Medical Care Ratio: 89.4% -- up +430 bps YoY</p><p>FY25 Guidance</p><p>• Sales $447B vs Est. $449B</p><p>• EPS $16.00 vs Est. $20.90</p><p>• Medical Care Ratio: 89.3%</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1e62a656f99edf90d1e6c9bb8e60c78d\" tg-width=\"847\" tg-height=\"1200\"><span>Image</span></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","htmlText":"<html><head></head><body><p>1.</p><p> <a data-mention-id=\"NVO\" class=\"teditor-mention\" data-mention-name=\"Novo-Nordisk A/S\" href=\"https://ttm.financial/S/NVO\">$Novo-Nordisk A/S(NVO)$</a>  IS AN ABSOLUTE MESS</p><p>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 $HIMS instead of dismissing the disruptor building the consumer layer they clearly weren’t ready to own.</p><p>Novo just lost 5x HIMS’ entire market cap in a single day -- because they underestimated the shift.</p><p></p><p>2.</p><p> <a data-mention-id=\"UNH\" class=\"teditor-mention\" data-mention-name=\"UnitedHealth\" href=\"https://ttm.financial/S/UNH\">$UnitedHealth(UNH)$</a> Q2 Earnings 🚨</p><p>• Sales $11.62B vs Est. $11.59B</p><p>• EPS $4.08 vs Est. $4.45</p><p>• Medical Care Ratio: 89.4% -- up +430 bps YoY</p><p>FY25 Guidance</p><p>• Sales $447B vs Est. $449B</p><p>• EPS $16.00 vs Est. $20.90</p><p>• Medical Care Ratio: 89.3%</p><p class=\"t-img-caption\"><img alt=\"Image\" title=\"Image\" src=\"https://community-static.tradeup.com/news/1e62a656f99edf90d1e6c9bb8e60c78d\" tg-width=\"847\" tg-height=\"1200\"><span>Image</span></p><p>For whom haven't open CBA can know more from below:</p><p>🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!</p><blockquote><p>Find out more here：</p><ul style=\"\"><li><p><a href=\"https://tigr.link/9ApRRc\" title=\"Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.\" target=\"_blank\">Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading.</a></p></li><li><p><a href=\"https://ttm.financial/TW/367769452580952\" title=\"💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉\" class=\"\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a></p></li><li><p><a href=\"https://ttm.financial/TW/413454436958416\" title=\"💰CBA Mini Course 1: What is Cash Boost Account(CBA)?\" class=\"\">💰CBA Mini Course 1: What is Cash Boost Account(CBA)?</a></p></li></ul></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d\" tg-width=\"1080\" tg-height=\"1080\"></p></body></html>","text":"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% Image For whom haven't open CBA can know more from below: 🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly! Find out more here： Trade on a Cash Boost Account and enjoy up to 6 months of Commission-Free trading. 💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉 💰CBA Mini Course 1: What is Cash Boost Account(CBA)?","highlighted":1,"essential":1,"paper":2,"likeSize":594,"commentSize":1,"repostSize":30,"favoriteSize":0,"link":"https://ttm.financial/post/461944345899024","repostId":0,"isVote":1,"tweetType":1,"viewCount":5245,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVO","UNH"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":869,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":461998989230328,"commentId":"461998989230328","gmtCreate":1753811383094,"gmtModify":1753811665482,"authorId":4172236084285782,"author":{"id":4172236084285782,"idStr":"4172236084285782","authorId":4172236084285782,"name":"A4k","avatar":"https://community-static.tradeup.com/news/defe0f31b084c372f5ea52a6ef3b4f74","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":461944345899024,"objectIdStr":"461944345899024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great article, would you like to share it?","text":"Great article, would you like to share it?","html":"Great article, would you like to share it?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/461944345899024"}