The past few weeks for UNH looked way better than I expected. Revenue up 12% in Q3, adjusted EPS beating expectations, and even a raised full-year outlook - that definitely gave the stock a little boost. Membership is growing, cash flow is solid, and on paper it feels like things are stabilizing after a rocky stretch. But I’m still not fully relaxed. Healthcare costs are unpredictable, margins are tight, and Medicare/Medicaid shifts can flip the script fast. So yeah, the good news is nice. I’m just not convinced it’ll stick without a few bumps ahead.
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