Why I’m Holding UnitedHealth: A 9-to-5 Investor’s Perspective
A data-driven look at why UnitedHealth ($UNH) remains a core long-term holding. Includes reasons to buy, hold, or sell, plus bull, base, and bear price scenarios.
Tech Rotation Hits Wall Street as Mega-Cap Leadership Cracks
U.S. stocks slipped on February 3, 2026, as investors rotated out of mega-cap tech and AI leaders, lifting defensives and exposing growing market dispersion.
Buying the Dip: Microsoft and XLK After the Tech Reset
Microsoft and US mega-cap tech have pulled back on AI capex and margin concerns. This breakdown explains why the move looks like a reset, not a breakdown.
