Pelosi Prints Millions, UnitedHealth on Life Support, Buffett Bets Big on Booze

Featured Article this week:

• Pelosi’s $4.7M Trading Buzz: A viral X post by @PelosiTracker_ claims Nancy Pelosi made $4.7 million in one day of trading on May 12—26x her annual congressional salary—though this figure is based on estimates from QuiverQuant and lacks official disclosure.

• No Public Filings Confirm It (Yet): As of May 14, no STOCK Act filings validate the $4.7M gain; QuiverQuant’s data is speculative, based on past trades and market performance—not real-time brokerage records.

• Optics vs. Legality: While Pelosi’s 2024 portfolio reportedly soared 92.5% (driven by big tech bets like NVIDIA), no laws were broken. But the lack of transparency fuels renewed debate over banning congressional stock trading.

UnitedHealth Group: Cheap Bargain or Value Trap?

The insurance giant has shed over 50% in just 6 months — here's what triggered the collapse.

• UnitedHealth’s Market Value Implodes: Once trading above $600, UNH shares have crashed to ~$290, wiping out over $230 billion in market cap amid earnings cuts, a CEO shakeup, and growing regulatory scrutiny.

• Medicare Advantage Fallout & V28 Shock: A rule change (V28) in how Medicare Advantage payments are calculated severely hit UNH’s core revenue stream; the company admitted it underestimated the impact, triggering a 13.5% forecasted earnings drop in 2025.

• Legal, Political & Structural Pressure: The DOJ is reportedly investigating UnitedHealth for Medicare fraud; meanwhile, bipartisan lawmakers and Trump are targeting the company's business model—especially its pharmacy middleman role—leaving UNH with no clear path to recovery.

• Buy or Avoid? Despite the steep drop, UNH is not a clear buy—regulatory threats, legal investigations and structural reliance on a fragile Medicare Advantage model create long-term risk. With earnings unlikely to recover before 2027 and leadership doubling down on past strategies, the stock currently looks more like a value trap than a bargain.

Market Snapshot This Week:

• Tech Soars on AI Boom & Earnings Beats
  NVIDIA (+15.54%), AMD (+13.75%), and AVGO (+9.63%) surged on blowout earnings and bullish AI infrastructure demand. Microsoft (+2.63%), Apple (+6.29%), and Alphabet/Google (+8.69%) followed, buoyed by continued optimism around GenAI deployment and cloud spending resilience. CrowdStrike, Palantir, and Oracle also jumped on stronger guidance tied to enterprise AI adoption.

• Tesla, Meta, and Uber Power Consumer & Comms Rally
  Tesla (+16.58%) rocketed on news of a strategic AI fleet expansion and improved China sales. Meta (+7.05%) was lifted by ad spend recovery and rumoured release of a proprietary AI chip. Uber (+11.77%) climbed on stronger-than-expected mobility growth and profitability outlook.

• Health Plans Collapse on Regulatory Shock
  UnitedHealth (UNH -24.78%), Cigna (CI -7.43%), and CVS (-5.28%) plunged after the Trump administration proposed aggressive price caps and clawbacks tied to Medicare Advantage overpayments. The move rattled the entire healthcare plan segment, despite broader market gains.

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