$UNH – On Fox Business News Wednesday, Citron's Andrew Left outlined the market rotation currently underway. Hyperscalers and AI darlings dominated the first half of the year, but leadership is shifting.
We've capitalized on this trend—$RKT is up 80% since our initial recommendation—by identifying companies outside the AI hype cycle that are poised for outsized profit growth from AI applications.
Healthcare is the number one industry poised to be radically transformed by AI—from diagnostics to claims processing—leading to massive efficiency gains. $UNH, already a core holding, is poised to be a major beneficiary, improving margins and accelerating earnings growth.
The real advantage lies not in overpaying for speculative AI stocks, but in owning outstanding US companies that are quietly innovating with AI and delivering earnings growth at reasonable valuations. $UNH tops this list. https://t.co/0GsZ1wEQ6K