UnitedHealth Group Incorporated price

A brief review of the phased trading ideas, the positions are as follows: there are both profits and losses. So far this year, the profit return on Pony.ai and Broadcom is the most, especially Broadcom, from 185 to 280 liquidation, in the year before the year, it was said that the expected target price for Broadcom was 300, but unfortunately it was not held. Pony has made 4 trades this year, and each time I think it's not bad, until yesterday I saw a fan following me to be a pony, he was accurate every time, and I really admire those technical indicators. The biggest loss is the following Meta Call, which once lost $20,000+, and now only wants to recover its capital At present, the position is mainly long gold mine, intelligent driving (AI applications bet on this field), coal cycle, chips and Apple long, the small-cap strategy is used to defend, and the Indian index is betting on the United States and India to reach an agreement After this earnings season, it will gradually reduce its position, and then move to medical care (UNH) to bet on the midterm elections and the revision of the Beauty Act in the field of medical insurance Let's talk about yesterday's financial reports of Google and Tesla, Google's financial reports are very good, and the financial report information reveals a lot, in addition to revenue and profit exceeding expectations, The capital expenditure forecast for 2025 was raised by $10 billion to $85 billion, and I think this information is the most important in Google's earnings report It means that Google continues to choose to continue to increase investment, and Meta, Microsoft and even Apple have to follow up, which means that AI chips (Broadcom, AMD and Nvidia) are more certain, and it would be great if they could wait for a wave of big pullbacks. Tesla's financial report, the performance is not much to say, there is nothing to say, it can only be said that it is getting worse and worse, and the current fundamentals are even worse than Tesla's stock price range of 200-250 a few months ago. Musk said on the phone that Tesla is in an unusual period of transition and may face several difficult quarters. 330's stock price is largely priced in robotaxi and optimus, but now the pace of Robotaxi is not expected to be too fast, and the AI business will not have an immediate effect in the short term. Tesla still has a sea of stars, but it would be more appropriate to treat it as an emotional stock now. Finally, let's talk about Apple, I think the probability of Apple's earnings report exceeding expectations is very high, and Google's earnings report adds a little certainty to me. Apple's revenue is 90 billion yuan and net profit is 20 billion, so there should be no surprises. Apple is similar to Google, with a strong ecological moat, Apple's AI business is indeed very slow and crotch-pulling, which has been expected by the market, and the stock price also reflects this expectation My Apple stock price target is 240, and now it's 214, well, Broadcom's lesson can't happen.