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2025-08-15
Buy the Dip Over Chasing Highs? Which Crashed Stocks Are Worth a Bet?
Right now, Buffett’s “cigar butt” strategy—buying severely oversold large-cap stocks—may be more suitable. Yesterday, $UnitedHealth(UNH)$ jumps 10%.Yesterday, $UnitedHealth(UNH)$ staged a stunning turnaround as Warren Buffett scooped up $1.6 billion worth of shares.Berkshire Hathaway built a new $1.6 billion position in U.S. health insurance giant UnitedHealth in Q2, acquiring 5.039 million shares at an average cost of $314 each.It’s not just Buffett—top global quant fund Renaissance Technologies, David Tepper’s Appaloosa Management, and legendary investor Michael Burry have also piled in. While short-term regulatory and cost risks can’t be ignored, the company’s valuation has fallen to historic lows.Is it
TOPShyon: I still find UNH attractive even after its 10% jump. Buffett’s $314 average cost means the stock is still below his entry, and valuation remains near historic lows. While regulatory and cost risks exist, they seem priced in, making it appealing for long-term investors like me. Outside UNH, I’m eyeing Lululemon under $200 after being cut in half this year, and Novo Nordisk’s 40% drop despite its GLP-1 market strength. Eli Lilly’s 15% pre-earnings dip could also be a buying chance for those confident in its pipeline. When sentiment turns, the recovery could be sharp. UPS is also on my watchlist. Trade policy changes hit China-U.S. volumes hard, but it’s still a global logistics leader. If political pressure pushes shares lower, it could be a classic Buffett-style bargain—better than chasing inflated AI names. In a market full of hype, I’d rather quietly collect undervalued blue chips and let time do the compounding. @Tiger_comments @TigerStars
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2025-08-15
Is Ferrari On the Cusp of a Breakout?
With the Trump administration’s tariffs on European goods remaining higher than 2024 levels despite arriving at a trade deal with the European Union, European carmakers’ stocks have been under pressure, given that the United States had become a growth market for key names in the past few years. Among those affected is Italian sports car manufacturer Ferrari Inc (ticker: $Ferrari NV(RACE)$ ). However, as the earnings release for the first half (H1) of its Fiscal Year (FY) 2025 made on the 31st of July this year, the “dancing horse” of Maranello is clearly not like the others. Trend Analysis If trends established as of H1 of FY 2025 continue, the company will close out the fiscal year with an 8% growth in revenue over the previous FY. While not quit
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2025-08-15
$UnitedHealth(UNH)$
TOPIf Berkshire liked the stock at $300, they loved it at $240. Their next 13f should be interesting, to see how much they bought in July.
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2025-08-14
$Grab Holdings(GRAB)$ finally move out of 5 liao... I wonder any chance to ride below 5 tomorrow
TOPWah! Congratulation!!! How long u have been holding it for!
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2025-08-14
$NVIDIA(NVDA)$ Stay bullish on NVDA - and hold tight to its ride! Should go up as we approach the earnings... Let's see!
TOPAgree with you.
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2025-08-14
$UNH 20251017 250.0 PUT$ after a long dip and roll....
TOP$600 institutions are pouring in
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2025-08-14
$NVIDIA(NVDA)$ and i need to buy more...
TOPI’ll wait for NVIDIA to make another historical moment.
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2025-08-14
$BitMine Immersion Technologies Inc.(BMNR)$ Hope everyone is not shocked by the rebound. The big drop in eth before market opened created some panic selling. But we are back! Eth should surge pass 4.8k this weekend and we should see a positive movement in bmnr dude to their 1.15m eth holdings. Good luck! HODL my friends! 🚀
TOPBut the crypto-related companies’ surge is always hype, and take care when investing in them.
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2025-08-14
Not sure how and why would anyone say $Palantir Technologies Inc.(PLTR)$
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2025-08-14
$Grab Holdings(GRAB)$ only thing standing while the rest are red tonight. Congrats to all!!!
TOPGRAB holding green in a sea of red—impressive resilience! 🟢
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2025-08-14
$AMKR 20250919 24.0 CALL$ buy buy buy. It will come back. Amkr. Number one osat for customer.
TOPStrong OSAT demand could indeed fuel AMKR’s rebound—chips still king. 📈💪
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2025-08-14
$OPEN 20250829 3.5 CALL$ small position holding.
TOPCongratulations!
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2025-08-14
$UNH 20260116 240.0 CALL$ took profit from this contract..... just to redo another :)
TOPGreat! Use options to leverage the profits.
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2025-08-15
$Microvast Holdings, Inc.(MVST)$ ✨ Why Interesting 1️⃣ Fundamentals Q2 2025 revenue record high $91.3 million (+9.2% vs. last year) Gross margin increased to 34.7% due to improved cost control & product mix Positive adjusted EBITDA of $25.9 million, operational efficiencies Strong cash position $138.8 million (+27% vs. last year) Yearly revenue forecast $450–$475 million (+18–25%), margin target up to 30–32% 2️⃣ Technical Picture Share price recovering from recent low, MACD & KDJ both in golden cross Short-term averages in golden cross + increasing volume = clear buying interest Support zone $2.60–$2.70, resistance $3.15–$3.30
TOPThey lose $100 million in one quarter!!! They will have to sell shares to stay afloat …..
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