To The Moon

On Friday, May 16th, the markets wrapped up a stellar week with a burst of energy. Economic data rolled in, and U.S. Treasury yields kept sliding, giving stocks a nice tailwind. By the closing bell, stock indices were all in the green, putting a perfect bow on a robust week.  The S&P 500? Up a solid 5.3% for the week. The Nasdaq? Even better, soaring 6.87%. What fueled this? Global trade tensions eased, sparking a rush of risk appetite. Plus, corporate earnings came in stronger than expected, lifting spirits across the board. Technically, the S&P 500 was a beast, holding firm above its 5-day moving average and relentlessly pushing through resistance. Everyone trying to call the top of this short-squeeze rally? They’ve thrown in the towel. A true short squeeze doesn’t care abou

$UnitedHealth(UNH)$ 🚨📉🔥 Should You Buy the Dip? $UNH Is the Ultimate High-Conviction Test Case 🔥📉🚨 In a market drowning in volatility and regulatory headlines, the sharpest insights don’t come from talking heads, they come from the cold, hard data of insider moves. On May 15, 2025, Timothy P. Flynn, a director at UnitedHealth Group ($UNH), dropped nearly $500,000 of his own capital to scoop up 1,533 shares at $320.80 each via a trust. This wasn’t a PR stunt or a casual dip of the toe, it was a bold, deliberate bet, executed as the stock weathered a storm of fear and tested critical support levels. The question that slices through the noise is this: Why would an insider, with intimate knowledge of the company’s inner workings, pour personal wealth i

The latest 13F filings have dropped, and the moves from Berkshire Hathaway and Michael Burry are turning heads. Warren Buffett’s trimming his bank exposure like it’s out of fashion, while Burry, the oracle of market meltdowns, has slashed his portfolio to a single stock. What’s behind these bold plays? Let’s break it down and uncover the insights. What’s a 13F Filing? These quarterly SEC reports are a goldmine, showing what institutional giants managing over $100 million are buying and selling. Today, we’re spotlighting Berkshire Hathaway and Michael Burry—two names that move markets. Berkshire’s Portfolio Shake-Up Buffett’s been busy with the pruning shears in Q1 2025. Here’s what Berkshire’s up to: Full Exits: Citigroup: Out completely. Nu Holdings: The Brazilian digital bank is gone too

UnitedHealth Group ( $UnitedHealth(UNH)$ ) is reeling from a perfect storm of bad news. A criminal probe into alleged Medicare fraud has sent its stock tumbling an additional 16%, compounding an 18% drop triggered by CEO Andrew Witty’s sudden exit and the scrapping of its 2025 earnings outlook. With President Trump’s new drug pricing executive order adding pressure to the healthcare sector, UNH’s stock is down 38% year-to-date, trading near $311. Is this a golden opportunity to buy a beaten-down giant, or a warning to stay away? And will biotech stocks take a bigger hit from Trump’s aggressive pricing push? Let’s dive into the chaos and explore what’s next. 🔍 What’s Happening? Medicare Fraud Probe: The U.S. Department of Justice is investigating UN

$UnitedHealth(UNH)$  UnitedHealth Group (NYSE: UNH), the healthcare behemoth, has seen its stock price plummet by a staggering 50% year-to-date. For a company historically known for its stability and growth, this sharp decline has raised eyebrows and opened up a major debate among investors: Is this the perfect buying opportunity, or are we witnessing the start of a prolonged downturn? What Happened to UNH? To understand the dramatic drop, we need to look at the broader context. UnitedHealth has been grappling with multiple headwinds this year: Regulatory Pressures: The U.S. government’s increased scrutiny on healthcare pricing, Medicare, and insurance practices has cast a shadow over UnitedHealth's long-term revenue

$Renaissance IPO ETF(IPO)$ Hong Kong’s IPO market is sizzling in 2025, with nearly half of new listings delivering eye-popping gains on their debut. Auntea Jenny skyrocketed over 50% on its first trading day, while Mixue soared 43%, turning heads and filling wallets. These blockbuster performances are part of a broader trend that’s got investors buzzing with excitement. But is this boom a golden ticket to profits, or a bubble waiting to burst? Let’s unpack the drivers, risks, and whether you should jump into this red-hot market. 🔍 What’s Happening? Hong Kong’s IPO scene is on fire. According to KPMG, Q1 2025 saw 15 IPOs raising HK$17.7 billion—a 277% surge from Q1 2024’s HK$4.7 billion. Deal sizes ballooned by 195%, with six IPOs exceeding HK$1 bil

Frontier tech, deep value, and the quantum leap ahead I don’t typically chase moonshots—unless they’re quite literally heading to the Moon or rewriting the laws of computation. That’s why Intuitive Machines (LUNR) and Rigetti Computing (RGTI) have earned a long-term spot in my portfolio. Both are high-conviction plays in what I’d call pre-industrial revolutions: commercial lunar infrastructure and practical quantum computing. Moon dust and quantum code—two revolutions just beginning Neither firm is for the faint-hearted. Loss-making, volatile, and heavily shorted—yes. But under the hood, there’s genuine edge, differentiated tech, and tangible financial momentum that the market, in my view, is wildly underpricing. LUNR: NASA’s Favourite Contractor Quietly Building the Moon Economy Let’s sta

Singapore Post ( $SingPost(S08.SI)$ ) is making headlines again, but not for the right reasons. Its stock nosedived 12% after a dismal earnings report revealed declines in both revenue and profit year-over-year. This stumble comes hot on the heels of last year’s drama, when five key executives jumped ship during a messy restructuring effort. Investors are left wondering: is this a golden opportunity to snag shares on the cheap, or a sinking ship to abandon? And does this earnings flop spell doom for SingPost’s grand restructuring plans? Let’s break it down. 📉 The Numbers Don’t Lie SingPost’s latest earnings are a wake-up call: Revenue: Dropped 7.5% to S$813.7 million, down from S$879.4 million last year. Underlying Net Profit: Crashed 40.3% to S

Hims & Hers Health, Inc. ( $Hims & Hers Health Inc.(HIMS)$ ) is stealing the spotlight, exploding nearly 16% in a single day after unveiling a jaw-dropping $1 billion funding round—the largest in its history. With the stock already boasting a 164% year-to-date (YTD) climb, it’s now perched at $64, tantalizingly close to its all-time peak of $72.98. Investors are buzzing: can HIMS keep the rocket fuel burning and blast past its record high in May? Let’s unpack the drivers, hurdles, and what’s next for this telehealth titan. 💰 Billion-Dollar Boost: What It Means The $1 billion cash infusion is a blockbuster move for HIMS. This isn’t just pocket change—it’s a war chest that could supercharge growth, from scaling its telehealth services to rol

UnitedHealth Group ( $UnitedHealth(UNH)$ ) has been slammed, dropping 50% year-to-date amid a barrage of brutal headlines. The sudden resignation of CEO Andrew Witty, the scrapping of its full-year earnings outlook, a criminal probe for Medicare fraud, and President Trump’s new drug pricing executive order have investors running for cover. With the stock down another 16% on the fraud probe news alone, the big question looms: Is UNH a screaming buy at these levels, or a disaster to avoid? And what does Trump’s order mean for the biotech sector’s already shaky ground? Let’s break it down. What’s Driving the Chaos? CEO Exit: Andrew Witty stepped down abruptly on Tuesday, leaving UNH without a permanent leader. The move stunned markets, especially afte