Скачать или смотреть Buffett, Burry & Tepper Are Buying UNH | Is Smart Money Rotating Into Healthcare?

ech stocks are overheated, but while retail is chasing AI at all-time highs, smart money is rotating into healthcare — and I’ve positioned heavy.

Here’s why I bought UNH, Centene (CNC), and Molina (MOH):
✅ Guidance cuts crushed sentiment, but contracts reset in 2026 → margins snap back.
✅ Berkshire Hathaway opened a ~$1.6B position in UNH.
✅ David Tepper’s Appaloosa added ~2.3M shares, now ~12% of his portfolio.
✅ Michael Burry took a UNH stake with both equity and 350,000 call options.
✅ CNC trades at a P/E of ~8, UNH prints massive free cash, and Molina is almost fully institutionally owned.

This is how money rotation works: panic → smart money accumulates → upgrades later.
I’m holding CNC, MOH, and UNH through the 2026 reset.

📈 Do you think this is the start of a real healthcare rotation, or just a short-term bounce?
💬 Drop your thoughts in the comments.
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#Stocks #Investing #Healthcare #UNH #CNC #MOH #WarrenBuffett #MichaelBurry #DavidTepper #SmartMoney #StockMarket #Rotation