📈 Buffett’s Big Healthcare Bet

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Good Morning & Happy Friday!

Buffett just dropped $1.6B into a new stock, CoreWeave lost a third of its value in two days, and Trump may throw Intel a historic lifeline. We’ve also got a breakdown on America’s chip race, the fallout from Russia’s war, and why dividend growth stocks might not be the safe bet you think.

Grab your Iced Latte and let’s get into it. ☕️ 👇️ 

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Market News

📈 Buffett's Berkshire acquires 5 million shares in UnitedHealth
Berkshire Hathaway just scooped up 5 million shares of UnitedHealth, sending the stock soaring over 12% in early trading. Warren Buffett’s move comes at a wild time for the insurer, DOJ investigations, a cyberattack, and leadership shakeups. Why would Buffett bet big now? There’s more to this play than meets the eye.

📉 CoreWeave Stock Wipes Out 33% in Two Days
CoreWeave stock has tanked nearly 33% in just two days, wiping out about $25 billion in value since its peak, an epic slide even by AI standards. Despite booming $1.2 billion Q2 revenue, the financial strain of sky-high capex, mounting debt, and a looming IPO lock‑up expiry has traders spooked. Is this the end of the AI cloud king, or just a rough landing on the way up?

🇺🇸 America needs its own TSMC
America’s chip game is stuck on TSMC, which now commands over 90% of leading-edge semiconductor production, a precarious reliance on a single island. The deep dive argues that instead of starting from scratch or copying TSMC, reviving Intel might actually be our most realistic shot at building an “American TSMC.”.

🪖 Here is how Russia's war in Ukraine has shaped global markets
The war in Ukraine has rippled through global markets, triggering a dramatic energy crisis, soaring inflation, and market turmoil. European economies, especially Germany, struggled under burgeoning gas costs, while banks, chemicals, and industry fell, even as defense firms profited from surging military spending. What deeper shifts in global finance and geopolitics have emerged, and could a gas‑fueled ceasefire change everything?

🤯 Will Trump come to rescue Intel with unprecedented government help?
Intel’s stock just popped on whispers that the Trump administration might take a stake, potentially stepping in to supercharge its delayed Ohio chip plant. The move signals an unprecedented level of government backing for a tech company, blending national security with industrial policy.

Invest & Strategies

💸 Earning Passive Income Requires Optimization And Sacrifice
To hit real passive income freedom, you’ve got to be ruthless about optimizing every asset, and be willing to sacrifice the things you love. The author even gave up their beloved downstairs sanctuary (and hot tub!) to rent out the whole house and close a major income gap. It’s a raw look at the trade‑offs behind financial independence, and why they may be worth it.

🤔 The Magnificent 493
Everyone’s fixated on the Magnificent 7, but Barry Ritholtz shifts the spotlight to the 493 other S&P names quietly riding their wave. These giants aren’t just hogging returns, they're creating tools, trends, and demand that pull the rest higher. Maybe the market’s not broken, maybe it’s working exactly as it should.

🐻 Shorting Is Hard...And It's Supposed To Be
Shorting stocks is notoriously brutal, and that’s exactly how it’s meant to be. Mojo’s been shorting Prospect Capital for over 3,100 days, enduring a steady stream of dividend payouts just to stay in the game.

💹 The Surprising Truth About Dividend Growth Stocks
Dividend growth stocks have long been seen as a safe, quality bet, but the data tells a more complicated story. Morningstar shows they’ve underperformed broader indexes lately, largely because they miss out on big tech momentum plays like Apple, Nvidia, and Meta. Still, they’ve offered smoother rides with lower volatility, which matters in rough markets. So the question isn’t just “Do they beat the S&P?”, it’s what kind of investor you want to be.

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