HUM can completely kill UNH if they do badly

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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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Implied moves, up or down degenrates: $AMD 9.1% $PLTR 10.5% $HOOD 10.1% $TTD 16.8% $OPEN 16.7% $IREN 17.7% $APP 14.1% $HIMS 14.7% $UBER 7.4% $QCOM 6.9% $AMC 10.4% $BROS 14.4% $NVO 8.8% $MCD 3.6% $DKNG 10.4% $XYZ 11.4% $SNDK 16.3% $PTON 13.8% $TTWO 8.9% $HUM 8.3% $SEDG 17.9% $JOBY 13.6% $SNAP 16.3% $ALB 8.0% $ROOT 20.8% $LYFT 14.5% $QBTS 16.3% $AMLX 18.3% $ATHM 10.5% $BKSY 15.6% $LMND 16.9% $FSLY 15.7% $CELH 10.5% $ANET 10.9% $FIG 16.8% $ARM 10.8% $DUOL 16.8% $SMCI 12.0% $ALAB 15.4%

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It’s not enrollment in MA, compare deductibles UHC 5700 was 5200 and HUM deductible at 6500. People that needed procedures overwhelmingly choose UHC. We pay that for Car insurance these days… so yea MA is dead

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Anyone who thinks doing options is gambling has never experienced the massive difference in emotions when you win a huge $5k pot at the tables vs. gaining the same amount on an options play (ho hum).

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