$UnitedHealth(UNH)$ This market volatility panic feels typical. Not optimistic about insurance, but healthcare is sensitive territory to disrupt, especially after immigration issues. Hence I see upside potential in MA's initial proposals. Top-line revenue will take a hit overall, yet Optum operations offer clear pathways to sustain or build EPS. Don't expect a return to 600 highs soon, but recovering the 20% drop plus some gains seems achievable under new leadership.
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