$UnitedHealth(UNH)$ UnitedHealth (UNH) stock has been under massive pressure lately—down over 21% in the past five days and nearly 38% year to date. After featuring it as one of two quality, undervalued stocks recently, I’ve received countless questions: Did I sell? Did I buy more? What’s my updated thesis? Here’s my final update on UNH before the next earnings report. Let’s break down what’s happened, where I stand, and what I’m watching next. UnitedHealth Group: What a Mess… or a Massive Opportunity? UnitedHealth Group (UNH) has been in freefall—down nearly 50% in just four weeks. It’s one of the most dramatic collapses of a large-cap stock in recent memory. First, there was a cyberattack. Then, the CEO was tragically killed. Next, they missed gu

$Airbnb, Inc.(ABNB)$ Q3 2024 earnings reported revenue of $3.73 billion, up 10% year-over-year. Net income was $1.37 billion, or $2.13 per share, compared to $4.37 billion, or $6.63 per share, in the same period last year. Adjusted EBITDA was $2.0 billion, up 7% year-over-year. Bookings Growth Nights and Experiences Booked increased by 8% to 123 million from a year earlier. Gross booking value totaled $20.1 billion in the third quarter. $1.1 billion of free cash flow during Q3 and $4.1 billion over the trailing twelve months While Airbnb has missed earnings per share (EPS) expectations in some quarters, the company still shows strong growth potential. Analysts have mixed ratings, but many maintain a positive outlook2. The company's revenue growth,

$Hims & Hers Health Inc.(HIMS)$ Company Overview operates a leading telehealth platform that provides range of services and product online that connects consumers to licensed healthcare professionals. The company offers a wide range of curated health and wellness products, including both prescription and non-prescription items, available for direct purchase through its websites and mobile applications. Key focus areas include general wellness, sexual health, skincare, and hair care. The company’s direct-to-consumer model, where users consult with licensed healthcare professionals and access treatments and products through their platform. Combined with its commitment to healthcare accessibility, Hims expanded their services to United Kingdom in

$DraftKings Inc.(DKNG)$ DraftKings (DKNG) could benefit from the FOMC rate cut Lower Borrowing Costs. Reduced interest rates can lower the cost of borrowing for DraftKings, making it easier to finance operations and expansion efforts.Lower interest rates generally encourage consumer spending, which could lead to higher demand for DraftKings' services. Positive Market Sentiment Rate cuts often boost investor confidence and can lead to higher stock prices, benefiting companies like DraftKings. Which is currently happening now. Q3 Financial Performance DraftKings reported its Q3 2024 earnings with several key highlights: Revenue: The company posted $1.1 billion in revenue, a 39% year-over-year increase. Monthly Unique Payers (MUPs): MUPs reached 3.6

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ Hey everyone, Today I'm going to talk about Trump's Recession Day tariffs and some of the broader policies we're seeing from the administration—and more importantly, what all of this could mean for investors right now. Normally, I focuses on individual stock analysis—probably 80–90% of the time—but I’ve had a lot of requests to share my macro views, so this is my attempt at that. I'm aiming to do something like this maybe once a week, depending on how it goes. Since we’ve got this big “Recession Day” event coming up on, April 2, 2025, I thought now would be a good time to frame how I’m looking at all of this from an investor perspective—especially in historical context

$Micron Technology(MU)$ The Deep Cyclical Strategy Micron is a textbook example of a high-quality cyclical business. If you look at their historical earnings (represented by the green areas in most charts), you’ll notice that every few years, earnings drop significantly—sometimes even going negative—but they eventually recover, often to new highs. That’s the key pattern I look for. I’ve written about Micron several times on Seeking Alpha—10 articles in total, starting back in 2018. My first buy was in October 2018. I published a "hold" article on December 31, 2019, but it was actually a sell in practice—I took profits around then for about a 45-50% gain. I didn’t buy again until 2022, when the stock had fallen around 50% from its highs. I sold again

$Paramount Global(PARA)$ As of November 9, 2024, Paramount Global has released its Q3 2024 earnings report. Here's a summary of the key financial highlights from that report: Paramount Global Q3 2024 Earnings Report Summary: Total Revenue: Paramount reported $7.6 billion in total revenue for Q3 2024. This represents a slight decline compared to the same period last year, driven primarily by weaker-than-expected performance in its advertising segment and higher content costs. Net Loss: The company posted a net loss of $0.9 billion, or $1.05 per share, compared to a net loss of $0.4 billion for Q3 2023. The increased losses are largely attributed to the continued investment in streaming and content creation, particularly for its Paramount+ platform.

$Tesla Motors(TSLA)$ $TESLA 3xLongSG261006(TSYW.SI)$ $TESLA 3xShortSG261006(TSXW.SI)$ In the U.S., electric vehicle (EV) subsidies have become increasingly contentious and may face rollback or restructuring due to political divides and economic pressures. The Biden administration's policies—such as the $7,500 tax credit for new EVs and $4,000 for qualifying used models—were designed to increase EV adoption as part of a broader climate agenda. However, these initiatives have met resistance, particularly from Republican lawmakers who argue the subsidies are costly and poorly executed, pointing to supply chain issues and minimal returns on some investments lik