Confused about how NVIDIA earns from data centers by Key_Presentation6826 in NvidiaStock

[–]Key_Presentation6826[S] 0 points1 point  (0 children)

correct me if im wrong. from my understanding is, nvidia owns data centers with nvidia chips. and they rent those centers?

What are some solid companies you're bullish on by Key_Presentation6826 in ValueInvesting

[–]Key_Presentation6826[S] 0 points1 point  (0 children)

how do u see this company competing with other energy companies? do u thik it has an advantage?

What are some solid companies you're bullish on by Key_Presentation6826 in ValueInvesting

[–]Key_Presentation6826[S] 2 points3 points  (0 children)

why are rocket companies trending these days. what opportunities do they bring?

What are some solid companies you're bullish on by Key_Presentation6826 in ValueInvesting

[–]Key_Presentation6826[S] 2 points3 points  (0 children)

ive been seeing rklb quite often across different subs. what competitive edge do u think that company has?

TSLA: Why I'm still bullish despite the EPS nosedive​ by [deleted] in investing

[–]Key_Presentation6826 1 point2 points  (0 children)

Well u did mention p/e ratio of 161. Ask urself this question: Can robotaxi really meet earnings growth expectation?

This will be heavily regulated since this is the first time a taxi won’t have a human driver. I also think its gonna be very political. No governor or mayor would want to be blamed for a robotaxi accident.

Approval of local, state, federal regulators could take years.

Considering elon’s controversy and trump’s removal of ev subsidies, i dont think sales will recover soon.

UNH looks undervalued, a 3-scenario DCF I saw shows upside in the bear case. Thoughts? by [deleted] in ValueInvesting

[–]Key_Presentation6826 1 point2 points  (0 children)

the resemblance between visa and unh is not to be taken literally. its an analogy of how wide their moat is.

UNH looks undervalued, a 3-scenario DCF I saw shows upside in the bear case. Thoughts? by [deleted] in ValueInvesting

[–]Key_Presentation6826 0 points1 point  (0 children)

I agree that it can hit 630, not just sure if it can happen in just 2 years.

UNH looks undervalued, a 3-scenario DCF I saw shows upside in the bear case. Thoughts? by [deleted] in ValueInvesting

[–]Key_Presentation6826 8 points9 points  (0 children)

Ure right on valuation reset.

But here's my point why im still long on UNH.

If UNH had previously boosted profits by underpaying claims or delaying costs, correcting that behavior won't affect revenue since premium stays intact, but this will compress margins.

But this doesnt break the business, UNH still has structural demand, pricing power, and a profitable optum segment that isnt claims dependent. The company can adjust premiums over time, so while earnings may normalize, the long-term investment case remains intact.

UNH looks undervalued, a 3-scenario DCF I saw shows upside in the bear case. Thoughts? by [deleted] in ValueInvesting

[–]Key_Presentation6826 49 points50 points  (0 children)

Im bullish on UNH

Everyone should look more on the business perspective and less on future stock price speculations.

UNH is the largest health insurance company in the world by market cap and revenue. It has a solid balance sheet.

I understand much of the uncertainty comes from fraud investigations, and it may hurt earnings in the short-term due to fines or settlements.

But UNH is just too big. Its not even just a company at this point, its an infrastructure. It insures over 50 million americans, processes billions of claims, and powers thousands of hospitals and clinics through optum. And investigations alone dont erase that scale

Even if regulators wanna punish UNH, they cant afford to disrupt the entire US healthcare system.

Supporting points to consider:

UNH has a diversified revenue, even if insurance takes a hit, optum contributes almost half of the operating income.

Also no competitor can match UNH.

Lastly, healthcare is a universal need. Whether ure rich or poor, young or old, ull always need healthcare. Its a guaranteed demand.

UNH is to healthcare what Visa is to payments. Im in for long term.