Honestly, i think this is mostly due to the government shutdown. Republicans are pushing to reduce federal spending on healthcare subsidies, which would raise insurance costs for many lower and middle income families. That could lead to fewer people being able to afford coverage, potentially affecting revenue for UNH and other health insurers. Initially, during the shutdown, many assumed Democrats would block extreme cuts. But with the shutdown surpassing the previous longest one in U.S. history, the possibility that Republicans succeed in reducing subsidies seems more plausible. Which explains why UNH and other insurance stocks have dropped. This is not specific to UNH, if you look at all the other health care insurers (HUM, ELV, CI), they are all down 10–15% across the board. This all feeds into a broader pattern of government corruption and abuse of power, including pardons like Ghislaine Maxwell and Changpeng Zhao, as well as shenanigans like the upcoming Supreme Court hearing on tariffs, which Trump announced he will not attend. So messed up.

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How about some false hope for TXN and ELV as well

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it might be good time to rebalance and move into some safer stocks like UNH ELV. ps i’m holding unh bags 😂

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