Ninja

[Ninja @maladibharat]

@RajapushpaProp When are you launching Sierra?

[Brent @brent_e_trader]

$UNH FYI, they sell Medicare Part D drug plans.

[Ninja @maladibharat]

@RatWasteCapital Nice observation $UNH time to print this pattern tomorrow

[Ninja @maladibharat]

$UNH well said

[PK_Fund @PK_Fund]

$UNH moved its earnings call 45 minutes earlier than originally scheduled to allow more time for discussion before the market opens on 7/29. To remove my own bias, I asked AI if this was a bearish or bullish sign, here is what Gemini thinks:

[Ninja @maladibharat]

$UNH time for turn around...Q2 is bad that is known thing...looking forward to 2026

[Ninja @maladibharat]

@wealthlabhq $UNH Not even a single analyst predicted the medical cost trends and warned investors prior to Q1 results....They are all wrong and had targets near $600. They will be proven wrong again when $UNH turns around. They will raise targets when stock moves above their current target

[Ninja @maladibharat]

@DeepIceValue I don't expect them to spend more than $5B to purchase shares in Q2...However they can announce a new buyback plan and boost that number heavily

[Ninja @maladibharat]

@wealthlabhq $UNH Not even a single analyst predicted the medical cost trends and warned investors prior to Q1 results....They are all wrong and had targets near $600. They will be proven wrong again when $UNH turns around. They will raise targets when stock moves above their current target

[Ninja @maladibharat]

@oguzerkan If they are guilty, they would avoid more analyst questions and reduce the time....They wanted to give a chance to every analyst to clear any doubts.

[Ninja @maladibharat]

@Bargainhunt3187 yeah...too optimistic. hitting 300 before earnings is not possible...$345 after earnings may be possible based on guidance and CC call

[Ninja @maladibharat]

@brent_e_trader one step at a time....July 29th onwards and upwards

[Ninja @maladibharat]

@TheLongInvest you Jinxed it again...Now $UNH dropped to 281

[Ninja @maladibharat]

@TheLongInvest I hope you don't JINX $UNH pre-earnings rally....It is hardly up $5 from the lows. You already posted 10 times about it. I understand you are extremely bullish about it like all of us....hold your thoughts until blowout numbers on 29th

[Deep Value Investing @DeepIceValue]

📣 Positive Facts Before $UNH Q2 earnings:

Fraud allegations - rejected by $UNH, multiple times, proactivley doing everything to clean their name, sued the Guardian for posting fake article, DOJ stopped investigation for lack of evidence, so many people working there, yet 0 proof.

Revenue, earnings, guidance - revenue has been growing and it grew in the previous quarter, $UNH sold piece of LATAM business, and issued "bonds" to get more money. Previous CEO assured shareholders that next quarter earnings will be significantly better. Implementation of AI will cut costs and expand margins. New/old CEO is master of the business who knows ins and outs od the company and is the best person for the job.

Valuation - $UNH is trading at P/S ratio of 0.62 which is lowest for any megacap in US market. Best rated Analysts are still keeping buy ratings. Insiders bought big, congress bought, hedge funds are buying.

Additional toughts - there has been so much fear, so much political push and overreaction on this stock which pushed price down for irrational reasons. Bill Ackman also had a negative post about $UNH which he took down..

THERE IS SO MUCH DIRT ON THIS COMPANY, YET ZERO PROOF!?? Or they are the most powerful company in the world to successfully fight off everybody or they are just clean..

[Ninja @maladibharat]

@RentYourStocks how about $300 on Monday? That would be a perfect setup going into earnings

[Ninja @maladibharat]

@KrisPatel99 she will be remembered and respected by the street

[Ninja @maladibharat]

Why $CMG trades at 44*P/E and $UNH trades at 12*P/E...Doesn't make sense

[Wasteland Capital @ecommerceshares]

These $CMG numbers were pretty bad... Same store sales down second Q in a row, at -4%. Growth case is… almost gone? The value proposition seems to be collapsing. It’s just become too low quality & too expensive for what it is.

And at 44x 25E P/E there’s a lot of downside.

[Ninja @maladibharat]

$UNH 2025 Guidance expectations are now less than $20...They already earned $7.2 in Q1. Expectations are only $13 for remaining 3 quarters...@berthacoombs @DeepIceValue @DividendDude_X @SayNoToTrading @TheLongInvest Isn't that too conservative? even with revenue growth

[Ninja @maladibharat]

@DividendDude_X Hope they come up with Guidance and good buyback at this level...That's the only way to save the whole sector

[Ninja @maladibharat]

@TheLongInvest no panicking...

[Ninja @maladibharat]

@berthacoombs What's your take on $MOH earnings?

[Ninja @maladibharat]

@RentYourStocks It can make bigger move if all health care starts moving for upcoming earnings