To The Moon

UnitedHealth was already making headlines in 2025. The blue chip—and largest US health insurer, accounting for roughly 30% of Medicare Advantage enrollments—has been seeing higher medical claims. Investors started worrying about thinning margins and the potential need to raise insurance premiums. But here’s the problem: recent 2027 Medicare Advantage plans will rise by just 0.09%, far lower than the expected 6%. This means premiums (i.e., revenue) can’t rise while costs keep climbing. The business simply isn’t as lucrative as before. It dragged many health insurer stocks down. Finally the  stock  looks undervalued based on our estimated fair price of $372. But our concern is that with meek revenue growth outlook, declining profitability, and restructuring adding uncertainties, we

Since the 2020s, Jensen’s strategy has been to make Nvidia the AI factory—selling the whole stack of AI compute: GPU + interconnect + systems + software. The rest is history. Jensen was the boss from day one and has led the key strategic pivots that made Nvidia what it is today. Going forward, his strategy is to make Nvidia the default industrial standard for building, running, and scaling AI—hardware + networking + software + delivery model—so competitors don’t just have to beat a chip; they have to beat an ecosystem and an upgrade rhythm. Jensen was born in Taipei, Taiwan. At age 9, his parents sent him to the U.S. for education and long-term opportunity, seeing America as a better place to build a future. trained as an electrical engineer and worked at LSI Logic and AMD before co-foundi

After initially threatening the use of force to take control of Greenland, Trump later said he and NATO Secretary General Mark Rutte “have formed the framework of a future deal with respect to Greenland and, in fact, the entire Arctic Region.” He did not commit to the specifics of the deal, but in a separate interview with CNBC suggested that it would last “forever” and include mineral rights. Earlier Trump had said he wanted immediate negotiations on Greenland, a place of strategic importance to the U.S. for security purposes. That came after Trump’s Saturday Truth Social post, where he threatened to impose a 10% tariff on goods sent to the U.S. from Denmark, Norway, Sweden, France, Germany, U.K., Netherlands, and Finland starting Feb 1. For the week, the S&P 500 lost 0.4%, while the

So far, Salesforce’s AI business is still strong. During its recent earnings call, management said its Agentforce has completed a total of 18,500 deals in 3QFY2026, up 48% compared to the previous quarter. 51% of them were paid transactions. Over the past decade or so, Salesforce shares have returned over 5,400% to shareholders.Salesforce, which is one of the world’s largest enterprise software companies focused on CRMs, continues to produce growing revenues and gushing plenty of free cash flow. Finally some of these high-quality software companies have been producing strong profitability, reflecting resilience against the march of the AI onslaught.

Europe is still deliberating how to respond, but they’re leaning toward retaliation rather than capitulation. We expect European stocks to take a hit. But this could be an opportune time to buy strong companies—this tariff threat might just time. For example, the recently announced partnership between Apple and Google to bring Gemini into products like Apple Intelligence and Siri is one way to keep investors on board, even at higher valuations.  Alphabet will also want to show progress on its other bets, such as Waymo, so that some can start contributing to operating income.  Trump is playing his tariff game again—this time targeting countries that oppose the US takeover of Greenland. Mostly European nations. He’s threatened a 10% tariff starting February 1st on goods from Britai

As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say Alphabet could claim the top spot. A $5 trillion market cap? Justified. Even beyond. To be clear: this isn’t an invitation to buy Alphabet stock. The stock is overvalued at this point. And even if it does hit a higher market cap, it won’t be a smooth journey—it may take longer than hoped. This is simply my view on why Alphabet should be the largest company in the world.

As the most powerful and integrated AI company among the Magnificent 7—one that stands to benefit most from the AI era—it’s not outrageous to say Alphabet could claim the top spot. A $5 trillion market cap? Justified. Even beyond. To be clear: this isn’t an invitation to buy Alphabet stock. The stock is overvalued at this point. And even if it does hit a higher market cap, it won’t be a smooth journey—it may take longer than hoped. This is simply my view on why Alphabet should be the largest company in the world. Of course, that kind of power invites scrutiny. Antitrust probes will intensify. But for now, everything Google touches is turning into an AI advantage. Gemini models are available on Google Cloud too, where users can pick what fits their needs. Apple recently chose Gemini to powe

AI is clearly a structural trend, and with so much capital and attention concentrated there, it makes sense to keep an eye on it. But here’s the thing: the market doesn’t only move where everyone’s looking.Over the past month, healthcare was the best-performing sector, up 8.39%, while the S&P 500 and Information Technology sector were down 0.53% and 5.21% respectively. Most investors and media headlines have been obsessing over AI stocks—wondering whether we’re in a bubble, debating valuations, and nervously watching every move in the Magnificent Seven. Stretch it to three months, and healthcare still leads with a 15.55% return. Healthcare stocks are gaining serious momentum—and most people didn’t even notice.When Trump appointed Robert Kennedy Jr. as Health Secretary—known for his ant

If Nvidia disappeared tomorrow, Google would be fine. The same can’t be said for others. Google’s built its own parallel universe to Nvidia’s hardware stack. That said, I’m not saying Nvidia is obsolete or in danger. Nvidia is still very much in the AI race, and Google won’t stop buying its chips. Why? Because Google Cloud needs to capture market share. Clients still want torent Nvidia chips for AI compute. If Google Cloud only offered TPUs, clients would leave for AWS or Azure. Google isn’t going to let that happen. Nvidia’s dominance isn’t going anywhere soon. Companies still want Nvidia chips because they’re still the most powerful AI chips on Earth. Google’s TPUs are designed for cost-efficiency, not raw power. Depending on the task—if you need the absolute fastest training time possib

There are different asset classes. Equity and fixed income ETFs, in different varieties, let you construct your core stock-bond portfolio. Stock ETFs can be separated by geography, from New Zealand to Chile, covering many countries and time zones. Or you can pick a particular sector like tech. Or differentiate by styles, from value to growth. Prefer dividend focus? All available. And don’t forget thematic ETFs that reflect trends you’re following, such as clean energy or AI. Bond ETFs cover everything from investment grade to high yield, from short duration to long-term bonds, across various geographies. Other asset classes like crypto and commodities have also made their way into ETFs. For example, some markets now list ETFs that track Bitcoin’s price. Having more options sounds great, bu