TrendTrading 🇺🇸 🇱🇹

[Wall St Engine @wallstengine]

BofA Securities Upgrades $UNH to Buy from Neutral, Raises PT to $450 from $420

Analyst comments: "We are upgrading UnitedHealth Group to Buy as improving medical cost trends and supportive near-term data points set up a favorable 2Q earnings setup and attractive risk/reward. If utilization trends continue to moderate, UNH, given its bellwether status, should lead a broader MCO rally. With UNH’s earnings power 50% higher than its 2026 guidance, a low trend could accelerate the timeline for returning to target, driving upside. We are raising our estimates and raising our price objective to $450, 21.4x our new 2027 estimates versus 20.8x our prior estimates previously. We are now above consensus for 2026/2027 estimates."

Analyst: Kevin Fischbeck

[FSMN @faststocknewss]

Trump's latest Periodic Transaction Report (278-T) discloses 3,600+ portfolio transactions from January through March 2026, per OGE filing.

Largest sales ($5M-$25M tier), all on Feb 10:
- Meta $META
- Amazon $AMZN
- Microsoft $MSFT
Plus Vanguard Dividend Appreciation ETF $VIG sold Jan 12.

Notable purchases ($1M-$5M each):
- Nvidia $NVDA
- Apple $AAPL
- Oracle $ORCL
- Broadcom $AVGO
- ServiceNow $NOW
- Adobe $ADBE
- Workday $WDAY
- Dell $DELL
- Boeing $BA
- Uber $UBER
- Costco $COST
- Synopsys $SNPS
- Cadence $CDNS
- Texas Instruments $TXN
- P&G $PG

Microsoft $MSFT and Amazon $AMZN also rebought on Mar 19 at the $1M-$5M tier after Feb 10 sales. Multiple Vanguard S&P 500 ETF buys throughout the period.

Filer paid late fees on the report.

[Evan @StockMKTNewz]

Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:

Arm Holdings $ARM - 1,960,784 shares
AST SpaceMobile $ASTS - 8,943,486
Autolus $AUTL - 698,262
$BEAM - 321,604
BridgeBio Oncology $BBIO - 2,823,126
CME Group $CME - 3,484,020
Ethos $LIFE - 3,770,156
Figma FIG- 215,582
Freshworks $FRSH - 16,206,643
GitLab $GTLB - 2,724,712
Hyperfine $HYPR - 898,720
Lyell Immunopharma $LYEL - 293,256
Maze Therapeutics $MAZE - 1,388,583
Monte Rosa $GLUE - 684,275
Oscar Health $OSCR - 481,988
PayPay Corp (Tokyo-listed) - 3,125,000
Planet Labs $PL - 35,248,893
Prime Medicine $PRME - 16,562,498
Relay Therapeutics $RLAY - 1,564,173
Revolution Medicines $RVMD - 3,292,525
Sana Biotechnology $SANA - 2,812,500
Spero Therapeutics $SPRO - 889,979
Tempus AI $TEM - 1,551,102
Tenaya Therapeutics $TNYA - 915,705
UiPath $PATH - 7,034,337
Vera Therapeutics $VERA - 241,264

[Shay Boloor @StockSavvyShay]

Anduril launched its 5G Comms Sentry Tower with $NOK Federal Solutions bringing private 5G connectivity to remote defense sites without existing infrastructure.

It deploys in under three hours, covers several kilometers and connects directly into Anduril’s Lattice platform.

[Eminent_minds @minds_eminent]

Good father's don't raise weak sons ,
They teach these 20 brutal life lessons

//Thread//

[Patrick Bet-David @patrickbetdavid]

Earn aggressively.
Spend intentionally.
Invest consistently.
Protect intelligently.

[TrendTrading 🇺🇸 🇱🇹 @ITLabCrack]

@JasonL_Capital LEAPs

[Justin Banks @RealJGBanks]

BREAKING: THE IRAN WAR STACK

These are the names most people will miss and who will benefit

PRIME DEFENSE
$LMT - Missiles & fighter jets
$NOC - Advanced bombers & ISR
$RTX - Missile defense systems
$GD - Submarines & land systems
$LHX - Military communications

DRONES / AUTONOMOUS SYSTEMS
$AVAV - Tactical combat drones
$KTOS - Autonomous combat aircraft

SPACE / SATELLITE INFRASTRUCTURE
$RKLB - Defense launch services
$ASTS - Space-based connectivity
$IRDM - Global satellite network

AI & CYBER WARFARE
$PLTR - Defense AI analytics
$CRWD - Cyber threat protection
$PANW - Enterprise cybersecurity
$NVDA - AI compute backbone
$SMCI - AI server infrastructure

POWER / GRID / NUCLEAR
$CEG - U.S. nuclear generation
$OKLO - Advanced modular nuclear
$VRT - Data center power systems
$ETN - Electrical grid equipment
$PWR - Grid engineering / infrastructure

OIL / VOLATILITY
$INDO - Small-cap oil beta
$HUSA - Headline oil runner
$OXY - U.S. shale producer
$CVX - Global integrated oil
$XOM - Integrated energy major

[unusual_whales @unusual_whales]

Amazon, $AMZN, has launched a national GLP-1 weight-loss program.

[Shay Boloor @StockSavvyShay]

$UNH Q1 EARNINGS

• Revenue $111.7B vs Est. $109.2B
• EPS $7.23 vs Est. $6.57
• Medical Care Ratio: 83.9%

FY26 Guidance
• EPS $18.25 vs Est. $17.75

Authorized a $2B stock buyback to be completed by the end of Q2 2026.

[The Long Investor @TheLongInvest]

$UNH is now a top pick by Morgan Stanley

Not when it was at $250

But now at $320

The support levels are not for retail

That liquidity is for institutions

You are only told when you are needed

TLI tells you where support is AND the price targets

[The Kobeissi Letter @KobeissiLetter]

BREAKING: UnitedHealth stock, $UNH, surges over +11% after US Medicare and Medicaid Services finalizes plans and payment policies, seeing a +2.5% annual increase for private insurers.

This was well ahead of the expected +1.0% increase.

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

He just can't help himself

Sen. Markwayne Mullin just bought $50K to $100K of UnitedHealth $UNH

UnitedHealth is the largest health insurer in America

Mullin sits on the Senate Health, Education, Labor and Pensions Committee

The committee that oversees health insurance companies

He was also just nominated to lead the Department of Homeland Security

The same DHS where Dr. Oz is currently investigating $124 billion in Medicaid fraud

[Justin Banks @RealJGBanks]

If Iran war escalate, this is where capital typically rotates:

• Energy & oil supply
• Defense & aerospace
• Tanker & shipping rates
• Gold / safe havens
• Bonds & credit
• USD strength

No need to guess.

[The Dividend Engineer @Dividend_Engine]

Reasons to become an investor 🫰

1⃣ My money will outpace inflation;
2⃣ Another income stream is added;
3⃣ My 9-5 will became optional one day;
4⃣ I will get raises every year from my holdings;
5⃣ I will create a generational passive income stream.

[TrendTrading 🇺🇸 🇱🇹 @ITLabCrack]

@kinginvestings Great post. My wife and I put an extra payment toward principal every month, and the progress has been significant. I don’t understand why some people stick to the minimum on their mortgage while leasing expensive cars just to show off.

[Fit And Fortune @FitAndFortune]

TIPS FOR REVERSE AGING:

1. Zero sugar
2. Zero dairy
3. Lunch 12pm & dinner 6pm
4. Lift weights 3–4x a week
5. Get 7–8 hours of deep sleep
6. Daily sunlight and walking

[The Money Cruncher, CPA @money_cruncher]

7 personal finance tips:

1. Pay yourself first
2. Live below your means
3. Avoid bad debt (e.g cc debt)
4. Build an emergency fund
5. Get a 401k match
6. Track your money (net worth, budget)
7. Always think long term

[TrendTrading 🇺🇸 🇱🇹 @ITLabCrack]

@FanDuel F

[Eminent_minds @minds_eminent]

Reverse aging starter pack:

Daily fasting
Daily creatine (10 grams)
Nightly glycine (10 grams)
One 24 hour fast a month
One 48 hour fast a quarter
One 72 hour fast a year
8-9 hours of sleep/night
Sunlight tolerance
10,000 steps a day
Lift weights
Sauna 3x a week (20 min)
Remove seed oils
Remove veg oils
Remove artificial colouring/flavouring
Remove high fructose corn syrup
Laugh frequently
Utilize psilocybin
Utilize red light therapy
Utilize infrared (less often)
Low-glycemic diet
Meditate every day (10-15 min)
Prioritize real relationships
(social bonds extend lifespan)
Mobility training (fascia longevity)
Daily breath work
Follow a 3 by 2 for alcohol (maximum)
Winter Vit D supplementation (10,000 IU)
Purely nasal breathing
Sleep in a dark/cold room
Spinal decompression
Seasonal eating (circadian rhythm)
Micro-fasting dopamine
Prioritize love over all else