🚨 Pre-MDW Investor Update
No intention to trim $UNH position. Fundamentals are still strong. Expect to see some rotation into healthcare and other defensives soon as investors take AI lottery winnings elsewhere.
Opening up a small position in $NOW. Really like the fundamentals and believe the integration within large enterprises positions them well for the agentic era.
@Eeeeej22@chrispapst MD conservative here too - these anecdotes are bs. People move for a variety of reasons but high taxes alone is not one of them (and if it is they likely haw a sad life!!)
@Nalin_Haley No one wants to develop talent anymore. It’s like an MLB franchise with no farm system - eventually we will be left with a weak bench and it will be painful for everyone!
@WendyJo7311@DC_Draino Holy shit you’re dumb. It’s an alts division allowing access to PE funds. You’re actually braindead. Sorry you’re so fucking stupid and poor you don’t know what any of these words mean