CI

yellowLantern

So I was citing INTERpath-009 which is the NSCLC trial, as I mainly focus on NSCLC and I'm more familiar with that space. The other comments here are more likely regarding the adjuvant melanoma trial. I think the last data they released on that one was at ASCO 2024 ([Individualized neoantigen therapy mRNA-4157 (V940) plus pembrolizumab in resected melanoma: 3-year update from the mRNA-4157-P201 (KEYNOTE-942) trial. | Journal of Clinical Oncology](https://ascopubs.org/doi/10.1200/JCO.2024.42.17_suppl.LBA9512)). I think what I would look for in an additional data cut is to see if the RFS benefit was maintained, but more importantly if the hazard ratio tightened because it was very wide in that publication HR=0.51 \[0.288-0.906\] with a nominal p=0.019. Basically if the HR crosses 1, then actually it is not statistically significant. In addition, the nominal p is a p-value that is not adjusted for multiplicity, and we could go into a whole stats convo here, but there is a possibility that after adjustment, it becomes not statistically significant which means the trial would fail. I also don't like how they stated that "OS favored combo vs pembro alone; 2.5-y OS rate was 96.0% vs 90.2% (HR \[95% CI\], 0.425 \[0.114–1.584\])". You can see here that the HR CI crossed 1 so it's not statistically significant. Language like that is not what I would consider scientifically professional and can be deceptive. Again, people need to understand that having a drug approved is only the beginning of the process. You still need to commercialize it and gain access to insurance companies and get oncologists to use the treatment by getting it incorporated into oncology guidelines or pathways. Until pembro becomes a biosim (supposedly 2028, but let's be real, I've seen Abbvie extend the Humira patent for years with law suits), this is actually a 2 branded drug combination which means incredible amounts of money to utilize. I absolutely see insurance companies being fairly unwilling to pay for it unless the data is absolutely spectacular.

ChicagoanPizza

I've *swung* UNH here and there, however long term I'm on the sideline as of now. Let me preface by saying I can be totally wrong and I haven't dug deep into the stock or the future of healthcare plans and politics behind it. I wouldn't be shocked to see UNH perform well since its a healthcare conglomerate and practically a monopoly. The stock went through MASSIVE selling this year, analysts are pricing in lower growth, there's political risk, etc. Despite getting positive earnings, raising future guidance, having the publicity of Warren Buffett/BRK buying, and more, the stock has failed to move higher as of recent. Had a convincing resistance at the 200ma and quickly fell below the 50ma, etc. Healthcare/Pharma as of recent has been pretty HOT, more specifically drug manufacturers. However, the healthcare plan stocks (UNH, ELV, MOH, CI, HUM, etc) haven't seen that, most are still down big YTD. why? In my opinion investors and firms could know (or think they know) something and are pricing that in while retail doesn't know/isn't factoring it in. (probably political risk or something). This sector and stock seems like an easy buy moving forward, but it hasn't been that way and with that being the case I'm on the sidelines.

Blade3colorado

Guggenheim raised the firm’s target on Pfizer ([PFE](https://www.tipranks.com/stocks/pfe)) to $35 from $33 and keeps a Buy rating on the shares. Pfizer’s acquisition of Metsera (MTSR) is “a wise strategic move” to gain traction in the rapidly growing obesity market following recent setbacks with the company’s internal oral GLP-1 programs, the analyst tells investors. Based on 15 Wall Street analysts offering 12 month price targets for Pfizer in the last 3 months - the average price target is $29.23 with a high forecast of $35.00 and a low forecast of $24.00. The average price target represents a 13.65% change from the last price of $25.72. Just my take, but I would hang in there for a bit longer (although I understand why you want to sell it). Right now, most of the health care sector is out of favor. I recently bought CI, which had an outstanding quarter the end of last month, but dropped over $60 a share from around the $310 level . . . I immediately bought a 1000 shares at a $250 cost basis. Fast forward today, it is up to $278. A bargain in my mind. Similarly, the same thing has happened to 2 other health stocks Elevance and Humana. My point is that the sector was severely effected by the Administration's attitude toward health care in general, and "Obamacare" specifically. I think things are looking better for this sector. I am curious, what attracted you to Pfizer it in the first place? Regardless, good luck on whatever you decide.

skilliard7

Do you not know what a statistical sample is? 100 people gets you a 95% CI with a margin of error of 10%.

WickedSensitiveCrew

I was talking about a different stock. I was looking at MOH/CNC. I understand you went with CI to avoid the ACA news going on with those names.

smokeyjay

$CI has low exposure to ACA. They deal more with commercial insurance. Probably not a bad idea to wait though. But my experience is to bet on government bureaucracy to get nothing done with fixing healthcare.

smokeyjay

I restarted my position in $CI. I sold for a small profit a while back and switched to $UNH. Was going to add $UNH but decided to spread out my risks and start a position in $CI.

yeetus_mcfetus420

Good thing i sold my SPY calls and bought CI at 245

E39_CBX

Lmao at UNH being shilled but Cigna is by far superior. CI calls gonna pay hard into end of year

AngryGranny1992

Honestly, i think this is mostly due to the government shutdown. Republicans are pushing to reduce federal spending on healthcare subsidies, which would raise insurance costs for many lower and middle income families. That could lead to fewer people being able to afford coverage, potentially affecting revenue for UNH and other health insurers. Initially, during the shutdown, many assumed Democrats would block extreme cuts. But with the shutdown surpassing the previous longest one in U.S. history, the possibility that Republicans succeed in reducing subsidies seems more plausible. Which explains why UNH and other insurance stocks have dropped. This is not specific to UNH, if you look at all the other health care insurers (HUM, ELV, CI), they are all down 10–15% across the board. This all feeds into a broader pattern of government corruption and abuse of power, including pardons like Ghislaine Maxwell and Changpeng Zhao, as well as shenanigans like the upcoming Supreme Court hearing on tariffs, which Trump announced he will not attend. So messed up.

easye_was_murdered

It's not "no news". I believe the catalyst for the recent stock price collapse was coming from CI earnings, where they said they are basically giving up on a lot of PBM margins to avoid political scrutiny. CVS and UNH tanked too given that have PBMs. Further, earnings were confirmed to be shitty too. Decreases in margins, unclear outlook for 2026, etc. Management said that EPS growth might not resume double digit growth un 2027. I gave up and walked away with a 10% gain.

E39_CBX

!BANBET CI $290 8w

Stunning-Edge-3007

It is beyond frustrating having some terrible auto moderator deleting my comments because they don’t allow specific words and it’s hit and miss when it will deny them. So now I get to dig through several paragraphs on a cellphone and redact random words that it could be flagged by. God Reddit is trash these days. The concern is that Sweden used data already existing in its medical system. They agree there is in fact correlation and then say that due to siblings having different reactions it’s less likely to be Tylenol. That Sweden did not analyze international norms. For all we know the maximum dosage of Tylenol used in their particular study is lower in their country than in the US. That’s why a homogenous data set isn’t satisfactory. “ Results In total, 185 909 children (7.49%) were exposed to acetaminophen during pregnancy. Crude absolute risks at 10 years of age for those not exposed vs those exposed to acetaminophen were 1.33% vs 1.53% for a’tism , 2.46% vs 2.87% for ADHD, and 0.70% vs 0.82% for intellectual disability. In models without sibling control, ever-use vs no use of acetaminophen during pregnancy was associated with marginally increased risk of a’tism (hazard ratio [HR], 1.05 [95% CI, 1.02-1.08]; risk difference [RD] at 10 years of age, 0.09% [95% CI, −0.01% to 0.20%]), ADHD (HR, 1.07 [95% CI, 1.05-1.10]; RD, 0.21% [95% CI, 0.08%-0.34%]), and intellectual disability (HR, 1.05 [95% CI, 1.00-1.10]; RD, 0.04% [95% CI, −0.04% to 0.12%]). To address unobserved confounding, matched full sibling pairs were also analyzed. Sibling control analyses found no evidence that acetaminophen use during pregnancy was associated with a’tism (HR, 0.98 [95% CI, 0.93-1.04]; RD, 0.02% [95% CI, −0.14% to 0.18%]), ADHD (HR, 0.98 [95% CI, 0.94-1.02]; RD, −0.02% [95% CI, −0.21% to 0.15%]), or intellectual disability (HR, 1.01 [95% CI, 0.92-1.10]; RD, 0% [95% CI, −0.10% to 0.13%]). Similarly, there was no evidence of a dose-response pattern in sibling control analyses. For example, for a’tism, compared with no use of acetaminophen, persons with low (<25th percentile), medium (25th-75th percentile), and high (>75th percentile) mean daily acetaminophen use had HRs of 0.85, 0.96, and 0.88, respectively.” https://jamanetwork.com/journals/jama/fullarticle/2817406#google_vignette Lets extract two sentences “In models without sibling control, ever-use vs no use of acetaminophen during pregnancy was associated with marginally increased risk of a’tism” “Sibling control analyses found no evidence that acetaminophen use during pregnancy was associated with a’tism “ I’m just not willing to hang my hat on a sibling analysis as being proof when they say and show clear differences then hand wave it away because different siblings had different results with the same Tylenol exposure. If anything it’s incredibly dubious it’s being cited as proof when it does in fact show there a heightened population of a’tistic children to parents who had high Tylenol exposure. I’m commenting on an Internet forum, a simply dialogue shouldn’t be beat to death simply because I didn’t prepare an essay to support my opinions. The state of the internet is very said. But as I pulled out of the analysis can you see why it might be reasonable to look into it further instead of ruling it out because in families which had an a’tistic child they also had a non a’tistic child. I’ve very rarely met families with more than 1 a’tistic child. It’s usually just the one and the rest of the kids are not. It’s just not a satisfactory answer to say it disproves the Tylenol connection. Do you understand what a sibling analysis is? That it is literally just comparing parents who had multiple children and saying “well not all their kids were a’tistic so this proves Tylenol is not the cause.” Seems like they knew what the answer to their study was before they did it and just threw things at a wall until they could find some obscure reason to prove their predisposed position to me. It’s not enough research.

salty0waldo

Down about 10% now on CI after being up nearly 15% at one point. Wild how the market is reacting to certain names. Particularly those taking a proactive approach to legislation pressures lol.

yeetus_mcfetus420

CI 6/26 250 calls?? Seems like a discount, no?

Cantthinkofacoolnam

80% of UNH revenue comes from tax payers and the federal government. Guess who’s not getting paid ? UNH CI went down 17% today UNH you’re next. Massive 💩 tomorrow on UNH

salty0waldo

So $CI is having its worst day since **November 2008** after a double beat, mainly due the warning of margin pressures and lack of guidance to assuage political pressures. That is crazy.

salty0waldo

CI or BMY? CI just warned of margin compression over the next two years due to PBM contract renegotiations and not providing guidance. They tend to operate conservatively so the sell-off is a bit of an overreaction but warranted. Definitely at least a $300 stock if you use the $29.60 EPS and throw a 10 multiple on it. Doesn't seem right to give it any lower of a multiple. BMY is likely a sell the news on the report. Pipeline needs to deliver and it doesn't seem to be doing it.

CallsOrPutsYES

PERSONALLY LOADING this FI and CI dips

salty0waldo

Great print for BMY, nice to see it getting rewarded even if it’s only for a day! Nice print for CI but getting obliterated down 15% so far. Healthcare is a tough place to be.

patelchief90

unh down cuz of CI

Mesapholis

we automated dependency upgrades in our CI/CD pipeline, some other stuff that is outside of my expertise and all our devs have access to whichever AI they want for work. But our use is very limited and at the coffee machine it has been often mentioned that it slows down our workflow because we need to confirm and test the generated code more etensively or outright reject it and go back to developing it ourselves - there has not been any significant increase of productivity for us because our environment is so customer-specific I would like to highlight that a lot of inexperienced devs that use AI to vibecode tests, will run into issues that have in fact- not been tested properly that will make it into production AI doesn't just scale and increase productivity

False-Ebb-7746

HWM calls CI calls LLY calls RBLX calls CMG puts BUT I WILL GO FOR MO puts

Key_Security_1569

Long CI

Apprehensive_Half574

I'm shorting healthcare stocks LLY, UNH and CI on the Trump's proposal to cuts the drug prices and its uncertainty. If any one cut the guidance again, stock gonna tank.

dwaereded

Here’s the clean compare. Conventional jet is cheap: roughly $2–$3/gal in recent data (Europe’s 2024 reference sits near $2.3/gal). Public techno-economic work for ethanol-to-jet (ETJ/ATJ) puts a plant-gate minimum selling price in the mid-$3s per GGE in a base case, rising into the $4–$5.5/GGE range if you require green hydrogen, cleaner power, or extra carbon handling. In the real market, bio-SAF sold in Europe (a basket that includes HEFA and ATJ) has averaged about $6–$7/gal, while eSAF/PtL is far higher (around the mid-$20s/gal). So on pure cost: fossil jet \~$2–$3, ETJ TEA mid-$3s→$5s pre-policy, HEFA/bio-SAF market \~$6–$7, eSAF much higher. What closes the gap are mandates and credits, not wishful thinking. In the U.S., 45Z can add up to $1.75/gal for qualifying SAF based on its certified carbon intensity, and state programs can stack on top; in Europe, rising blend mandates and compliance math force buyers to source SAF or pay penalties. Co-location with an operating ethanol plant and CCS is about driving a lower CI score so those credits actually land. Whether a specific ETJ project is profitable with the loan then comes down to boring math: its verified CI (which sets credits), its true plant cost (feedstock, utilities, capex/financing), and its contracted selling price. No forecasts here, just the levers that decide if the delta pencils...

hoopaholik91

As someone that used to work at Amazon whatever number you're thinking they told you is bullshit. They talked about "AI immediately upgrading to Java 17" but they already had basic ML rules for upgrading packages way before ChatGPT while I was working there. I actually worked on a team that hosted services back in the Java 5 -> Java 8 days. Moved over a couple hundred services in two weeks, the main effort is just to watch their CI pipelines to make sure their new services were working fine. Now I'm getting upset that I didn't get any of the supposed millions of dollars I saved the company. They should have at least promoted me. Fuck em.

Key_Security_1569

Calls on CI

FuckElonMuskkk

You know how bitches get lady boners for convicted killers and shit? Think I just got the [male equivalent](https://lh6.googleusercontent.com/proxy/EyZnf_CI7IQSTjawX4un9aFmK9b-bMbnHDvYPpyFjHx-fSfl6YMZtEY5zyQK0E256zv-918hkDJpKtjrqNOfp7EhVbTUzWSLd6Uy8EhOQXuFaAfXIUS9IFzxttY_iiuSbdmZ_mkEYn9EvpqAhAmarWtBKn_qeuVGxj7G10FL9piy5lvJ_EADB7aqEZ7h4lwVHbqnjSXz0-RCfIYv670qaVjKWQ) Killed her husband's parents. I can fix her bro.

Unterhund70

I hear you on ATYR — but the comparison doesn’t really hold up. CD388 is entering Ph3 with a very different risk profile: 1. Phase 2b size & power ATYR: tiny Ph2 studies (<200 pts) → weak stats, wide confidence intervals. CD388: >5,000 pts in NAVIGATE Ph2b. 450 mg dose showed 76% efficacy (95% CI: 49–90%, p<0.0001). That’s real statistical power. 2. Mechanistic precedent ATYR: novel biology (neuropilin-2), no prior drug approvals. CD388: built on zanamivir (Relenza), an FDA-approved antiviral with 20+ years of safety/efficacy history. Fc conjugation extends half-life, but the antiviral mechanism is already validated. 3. Safety profile ATYR: dose-response safety unclear, small datasets. CD388: no dose-dependent safety issues across 150/300/450 mg arms. SAE rates balanced with placebo. 4. Regulatory buy-in ATYR: niche indications, no expedited FDA pathways. CD388: Fast Track + BTD in play, FDA potentially about to accept ph2b as pivotal (we'll see when the EOP2 minutes are released shortly). That’s explicit FDA confidence in the dataset. Bottom line: lumping CD388 in with “wait for Ph3” stories like ATYR ignores the fact that the science, the dataset, and the regulatory stance are all far stronger going in. There is still risk, there always will be, but it isn't binary, and I've built that risk into my valuation model.

wolf_of_rapestreet

I think we need to have a sidebar and CD your SLT facing deck for CCS on the CI/CD 2026 RM so UM and Infra are clear on your goals WRT DevOps and RevOps

SpecialPluto

If Trump was a CI, that would mean he was a CI prior to his first presidential term or DURING his term considering Epstein wasn’t arrested until 2019. Please tell me how he passed his clearances. Tell me how the entire ghislaine trial went on without Trump testifying if he was a CI. Tell me how Congress and senate never found out before. Tell me why Trump fired FBI director Comey back in 2017. Tell me how nobody blew the whistle on that. Sounds like a load of bullshit

tjm1371

If Trump was supposedly an FBI CI, can someone ask Kash Patel to produce those FD-209/FD-1023 records to confirm this cooperation? Inquiring minds would like to know.

Glanzick_Reborn

Easier to self-host and CI/CD offerings are (imo) better.

everySmell9000

I don't think you're cooked. My guess is those leaps will be well ITM in one year. RemindMe! 1 year Microsoft paid $7.5B for competitor github when their ARR was only $250M. That's gitlabs current market cap, even though Gitlab already has over $800M ARR. I've used Gitlab, it is in my opinion the very best product out there for CI/CD pipelines. This stock is way undervalued for the growth rates they're putting up.

OhBenjaminFranklin

CI, JPM, WAT, AJG... exactly what I wanted, thank you!

Zeppu

CI just dropped -2.3% wtf

Zeppu

I don't think it's too late, it's a long-term play. Although I like CI better, it has fewer minefields.

mayerp7776

CVS,Hum,CI next?

salty0waldo

The 11% jump in UNH makes the 1.5% move in CI seem like a joke lol. Sigh.

Creative-Cranberry47

you're right. should've certainly mentioned the bigger players, but even so you get the memo. CNC, CI, HUM, is all up. Also, CVS is a hybrid with Aetna

salty0waldo

I just hope my CI shares get similar love tmw

phi_matt

> I simply stated someone that reports important data way out of the margin of error over and over again will get fired in **most** cases. Ok, but you’re simply wrong. Or, this is a case where the person should not get fired because of the nature of the data collection. And please tell me, were these margins of errors reported with 100% CI? Or were they reported with a 1/20 chance of being outside the MOE? The reality is this type of work is impossible to predict accurately, especially with macroeconomic policy changing on the whim of one geezer’s cooked brain > Then this sub takes it all personal and shit, very weird. Is this person someone you all know or some shut? Geesh No, you’re just an idiot. And people these days are tired of idiots spouting off about shit they’re uninformed about

salacious_lion

CVS and CI about to break out

Livid_Engineering_30

Have you looked at CVS, MCK, COR, CI, CAH, ELV, CNC, WBA, and HCA to compare with UNH and see if their profits suggest any patterns that could point to possible fraud?

ImWhatsInTheRedBox

What a nasty question, you have bad questions, you're a fake reporter. The tariffs, they're great, they're RE-CI-PRO-CAL!. America is making a lotta money right now, billions!

TibbersGoneWild

I assume young and healthy individuals eventually got fed up with the premium hikes and opted out later and went for marketplace plans like OSCR (explains their spike in membership and revenues). In addition, UNH deals with a lot of corporate insurance and it probably took awhile for company votes to switch insurance providers to cheaper ones like ELV or CI.

salty0waldo

Very true, and perhaps people just realized CI was part of healthcare this week lol? All those names pulled guidance or guided down. Cigna actually raised guidance and proceeded to drop 11% in a single day which is absolutely crazy to me. For PYPL that has been the big if for years. And it seems every quarter EPS improves and the PE continues to retake lower. I can see this trading at a PE of 7 next year.

salty0waldo

Well I’m sure most people are up for the week, but since I’m such an idiot it was a real bad week: BMY - good earnings, but risk to growth pipeline despite double beat and improved guidance, down 11% this week CI - double beat on earnings, in the crosshairs of the government, down 14% on the week and 22% on the month PANW - agreed to buy CyberArk over S, market punished it down 18% CCJ - another warnings beat and raised guidance, down 11% PYPL - double beat, growth not as high as street wanted, down 15% this week

TibbersGoneWild

That just gets them fined even more which will show up on financial reports and bring down their EPS further… then people and companies will rotate to other health insurance companies such as ELV OR CI.

95Daphne

Yeah, I bought it as a pure rental this week and wound up immediately chunking it. Will sit on OSCR as a lotto and might eye TEM, but I think I'm just out on UNH. If I'm in the mood, I might grab CI next week.

salty0waldo

Everyone seems interested in UNH, I don't understand its business well. Holding CI that I bought back in the end of December after the selloff and that seems to be dragged down with the others and a target of the government.

salty0waldo

Healthcare is such a falling knife. I still do not believe CI deserves the 20% decline in a month, particularly after beating on earnings an displaying strong ability to navigate and avoid cost pressures faced by peers. But oh well, it is now a massive falling knife.

salty0waldo

Pharma and healthcare in 100% un-investable going forward. They are only going lower as the market will continue to churn higher. A few projections that we will see in the next 90 days: PFE -> 15 BMY -> 30 NVO -> 38 LLY -> 600 Merck ->65 UNH -> 150 CI -. 165

95Daphne

I'm already fairly close to hitting eject on UNH. Man is this bad. I'll give it another day but it falls under $250 and I'm pressing eject. If I get up the nerve at some point, I'll then place a phone call and add CI on an account I don't touch as much.

salty0waldo

Thought that was a good quarter for CI, guess not?

ErinG2021

Lots of CALLS this week 🔥🔥🔥…..including SPY 🔥🔥🔥….Not many Puts but on: UNH, HUM, CI, KHZ, & F.

Illustrious_Hat_9357

Hey buddy, what do you think about $CI?

Ok-Wallaby3867

Shoutout to the person who posted about OPEN a few days ago You tripled my position. Thank you! But to bring a different topic to the sub. I’d love to hear your thoughts on the major healthcare providers. Most of them have earnings coming up in the next two weeks: ELV already reported last Thursday and dropped 20% right after. Upcoming: MOH, CNC, UNH, HUM, CI, CVS My question: And what are your short-term views on the sector under the current administration? Curious to hear if you're bullish, bearish, or staying out altogether. My plan is to buy a week after earnings (amateur gut feel).

salty0waldo

Own CI, but PBMs are under perhaps even more pressure than Medicare spending. Drug companies and the government are trying to “cut” the middle man

GoZukkYourself

**Health insurers are increasingly denying medical claims: report** *The rejections of prescription drug coverage among private health insurers in the U.S. have jumped 25% from 2016 to 2023, The New York Times reported, citing an analysis of over four billion claims compiled by the health analytics firm Komodo Health.* *The review further suggests that claim denials have risen from 18.3% in 2016 to 22.9% in 2023, with many leading health insurers, including managed care giant UnitedHealth (NYSE:UNH), recording increases over the eight years.* *Cigna (NYSE:CI) recorded the highest denial rate of 25% in 2023, according to the analysis of 4.5B claims from commercial health plans. Meanwhile, the rejection rates at CVS Health’s (NYSE:CVS) Aetna insurance arm, UnitedHealth (NYSE:UNH), and Anthem, now known as Elevance Health (NYSE:ELV), have stood at 24%, 23%, and 22%, respectively.* *However, Humana (HUM), the only insurer to witness a drop in denial rates over the past two years, has indicated a 20% rejection rate.*

BearBearChooey

Because I don’t see the health care industry changing anytime soon in the US. These companies are vital to that industry operating no matter how many people dislike them and they will be around for the long haul. If you believe that, like OP of this comment said, it would be a good time to invest in these companies. If you’re worried about government backed programs in the long run, Cigna completely got out of them to focus on commercial/PBM so they could be a safer play (CI has not dropped as much as ELV and UNH though) but I think in the long run the government backed programs will be ok too outside of a little bumpy road in the short term.

BearBearChooey

Yep, wish I had more money to dump into UNH, ELV and CI. Health care in general has been pretty beat up.

bobrobor

There is nothing SharePoint gives you that you can’t build with better, open source tools especially if you’re trying to avoid Azure. People use SharePoint because they want Microsoft to catch the fallout when things break. It’s not about features, it’s about handing off responsibility. If you don’t need that kind of safety net, you’re better off running your own stack with tools that aren’t locked into Microsoft control. If you’re setting up on-prem, you’re going Linux. Throw OpenStack or CloudStack on your blades, use KVM under the hood, and let Terraform handle spinning up as many VMs or containers as you want. At that point, most of the crap people worry about just stops being a problem. Apps? Containerized. Configs? Baked in. You drop everything into a Kubernetes cluster apps, databases, whatever. Something dies? Who cares, it restarts. That’s how it rolls itself anyway when you’re pushing new releases through CI/CD. Whole setup is built to recover and scale without handholding. You are probably the only person I ever spoke to who ever used a local version of Sharepoint in a serious architectural proposal lol You may want to take some post-2010 classes :) Laptop deployments these days are also automated off golden images in any serious business. You roll out new h.w, image it, and you got everything sans credentials. I don’t know what legacy world you live in, but those days are behind us.

bobrobor

There is nothing SharePoint gives you that you can’t build with better, open source tools especially if you’re trying to avoid Azure. People use SharePoint because they want Microsoft to catch the fallout when things break. It’s not about features, it’s about handing off responsibility. If you don’t need that kind of safety net, you’re better off running your own stack with tools that aren’t locked into Microsoft control. If you’re setting up on-prem, you’re going Linux. Throw OpenStack or CloudStack on your blades, use KVM under the hood, and let Terraform handle spinning up as many VMs or containers as you want. At that point, most of the crap people worry about just stops being a problem. Apps? Containerized. Configs? Baked in. You drop everything into a Kubernetes cluster apps, databases, whatever. Something dies? Who cares, it restarts. That’s how it rolls itself anyway when you’re pushing new releases through CI/CD. Whole setup is built to recover and scale without handholding. You are probably the only person I ever spoke to who ever used a local version of Sharepoint in a serious architectural proposal lol You may want to take some post-2010 classes :) Laptop deployments these days are also automated off golden images in any serious business. You roll out new h.w, image it, and you got everything sans credentials. I don’t know what legacy world you live in, but those days are behind us.

bobrobor

There is nothing SharePoint gives you that you can’t build with better, open source tools especially if you’re trying to avoid Azure. People use SharePoint because they want Microsoft to catch the fallout when things break. It’s not about features, it’s about handing off responsibility. If you don’t need that kind of safety net, you’re better off running your own stack with tools that aren’t locked into Microsoft control. If you’re setting up on-prem, you’re going Linux. Throw OpenStack or CloudStack on your blades, use KVM under the hood, and let Terraform handle spinning up as many VMs or containers as you want. At that point, most of the crap people worry about just stops being a problem. Apps? Containerized. Configs? Baked in. You drop everything into a Kubernetes cluster apps, databases, whatever. Something dies? Who cares, it restarts. That’s how it rolls itself anyway when you’re pushing new releases through CI/CD. Whole setup is built to recover and scale without handholding. You are probably the only person I ever spoke to who ever used a local version of Sharepoint in a serious architectural proposal lol You may want to take some post-2010 classes :) Laptop deployments these days are also automated off golden images in any serious business. You roll out new h.w, image it, and you got everything sans credentials. I don’t know what legacy world you live in, but those days are behind us.

bobrobor

There is nothing SharePoint gives you that you can’t build with better, open source tools especially if you’re trying to avoid Azure. People use SharePoint because they want Microsoft to catch the fallout when things break. It’s not about features, it’s about handing off responsibility. If you don’t need that kind of safety net, you’re better off running your own stack with tools that aren’t locked into Microsoft control. If you’re setting up on-prem, you’re going Linux. Throw OpenStack or CloudStack on your blades, use KVM under the hood, and let Terraform handle spinning up as many VMs or containers as you want. At that point, most of the crap people worry about just stops being a problem. Apps? Containerized. Configs? Baked in. You drop everything into a Kubernetes cluster apps, databases, whatever. Something dies? Who cares, it restarts. That’s how it rolls itself anyway when you’re pushing new releases through CI/CD. Whole setup is built to recover and scale without handholding. You are probably the only person I ever spoke to who ever used a local version of Sharepoint in a serious architectural proposal lol You may want to take some post-2010 classes :)

StockyJ122

"The published results indicate that cytisinicline met the pre-specified non-inferiority endpoint, and was trending towards superiority with an Absolute Risk Difference of +4.29 in favor of cytisinicline (95% CI -0.22 to 8.79), and a 55% improvement in quit rates at six months in favor of cytisinicline when compared to varenicline. A Bayesian analysis of the primary efficacy outcome is ongoing." [https://finance.yahoo.com/news/achieve-announces-publication-rauora-head-093000588.html](https://finance.yahoo.com/news/achieve-announces-publication-rauora-head-093000588.html)

Rogan_Eizur

[Russia casts its eye on … Alaska?](https://thehill.com/opinion/international/4434869-russia-casts-its-eye-on-alaska/) [Newspaper headlines: 'Putin's nuke threat' and 'Farmageddon!'](https://www.bbc.com/news/articles/cvg0z89vwq1o) [Putin issues warning to United States with new nuclear doctrine | Reuters](https://www.reuters.com/world/europe/putin-issues-warning-us-with-new-nuclear-doctrine-2024-11-19/) [Russian State TV Says Nuclear Strike Would Turn US Into 'Waterworld' - Newsweek](https://www.newsweek.com/russian-state-tv-says-nuclear-strike-would-turn-us-waterworld-2067134) [Russian Media Monitor - YouTube](https://www.youtube.com/@russianmediamonitor) (watch all of those!!!!) [Russia Lawmaker Makes Nuclear Threat Against UK, Germany on State TV - Business Insider](https://www.businessinsider.com/russia-lawmaker-makes-nuclear-threat-against-uk-germany-state-tv-2022-9) [Trump administration retreats in fight against Russian cyber threats | US national security | The Guardian](https://www.theguardian.com/us-news/2025/feb/28/trump-russia-hacking-cyber-security) [Cyberwarfare by Russia - Wikipedia](https://en.wikipedia.org/wiki/Cyberwarfare_by_Russia) [CSA-Russian-Military-Cyber-Target-US-Global-CI.PDF](https://media.defense.gov/2024/Sep/05/2003537870/-1/-1/0/CSA-Russian-Military-Cyber-Target-US-Global-CI.PDF) [US suspends offensive cyber operations against Russia, senior US official says | CNN Politics](https://edition.cnn.com/2025/03/02/politics/us-cyber-operations-russia-suspend) (surrender) [Russia’s Shadow War Against the West](https://www.csis.org/analysis/russias-shadow-war-against-west) [NATO Review - Russia’s hybrid war against the West](https://www.nato.int/docu/review/articles/2024/04/26/russias-hybrid-war-against-the-west/index.html) not conclusive...

jjkae8

They're not going down the drain. They dominate the industry in customers, revenues, margins, etc. Even after this recent fall in their stock price, they're still >3x more valuable than any other insurer. Also CLOV is a shit penny stock. ELV, CNC, and OSCR are all better stocks if you want UNH competitors. CI too, but they kind of have a different business model.

burnout524

CI recently sold off their Medicare business

Ali_Cat222

And they'll always pass it on because they'd commit business suicide if they don't. But small business death is what they want, look at the policies on [economy, trade, and taxes on the project 2025 tracker here. ](https://www.project2025.observer/?sort=status-desc&subjects=sg5tWg8DabIZdW5RpC0Nl%2CxwifqrP93FajGwEQ-hMDa%2CI4ZGDvh5F6KQ6W7uU3tdR) And then just see how fucked they will make things for people by seeing them all in a list like that. Some of those have already passed, others are in progress, and some are upcoming or not yet started. It's important anyone on subs like this or elsewhere read this, your government isn't going to be honest with you. So you may as well see their plans.

braden343

I’ve got a small starter position in CI for exactly this reason. Not a sexy trade but it feels de-risked relative to peers

Kind_Badger5971

9CI

dreamwagon

GitHub as a git repo is fine but in the enterprise managing hundreds of repos each with CI/CD pipelines is mega clunky with GitHub. Less than 15% of my clients use GitHub and almost all those are open source not enterprise plans.

dreamwagon

I don't agree. It's been a very clear down trend based more on sentiment and valuation than potential for growth. In my opinion, all that matters is growth. How much marketshare can be gained by beating the competition and how much can be gained by enterprise upgrades from legacy solutions. The latter is anyone's guess as the size and scope of private enterprise code repositories and CI/CD solutions are a giant unknown.

TheThirdGilgamesh

Source on those? Don't google and amazon already use them for their CI/CD?

National-Resist-603

GitLab isn’t just a platform — it’s a **code-slinging, CI/CD-pumping, DevSecOps-dominating UNIT**. They don’t integrate tools… they **absorb** them. Jira? Jenkins? PagerDuty? Dead tech. GitLab *IS* the stack now

unfunnysexface

[it's been suggested before](https://www.reuters.com/article/business/trump-reverses-course-seeks-negative-rates-from-fed-boneheads-idUSKCN1VW1CI/)

Rivercitybruin

Amzn msft hd brk... Dont laugh UNH (or better a competitor like CI) ORCL i like home builders industrial gas,companies.. Like compressed gas Dollar stores

Dementia_

I’m very picky, so I don’t have 5, but 1. IOT - Criminally overlooked. 2. RDDT - So much monetization potential 3. GTLB - Overlooked because of Github. Really CI/CD space is turning into a duopoly. 4. TBD 5. TBD

lunarstudio

I can’t get Parry Gripp’s “[Taco Night](https://www.youtube.com/watch?v=SfDRMHie2CI)” song out of my head now.

sessamekesh

Two angles I want to highlight for you. **First**, when it comes to technology, I'd argue **AI is less disruptive than other "job-killing" technologies**. Excel and QuickBooks definitely "replace" accountants (in that productivity formerly requiring 10 accountants might now only require 1-2) but accounting is still a thriving labor market. Code authoring is something AI is well positioned to do, even today in its pretty immature state, and I'd argue (as a professional of 10 years in that field) that AI isn't even the biggest thing of the last *decade*. I started my career before CI/CD and Docker were widespread, tasks that took a team of 8-12 highly skilled engineers 60 productive hours per month at the start of my career now take a single entry-level engineer 2-3 hours in that same month. The end result wasn't fewer engineers, it was lower overhead costs for software businesses and therefore more budget for hiring engineers for profit-drivers. I'd say all my clever AI tooling replaces out maybe 10-15 working hours of my labor per month. All this to answer: >What will it take to make you believe AI is actually going to replace 99% of us? AGI, which is *nowhere near* the present. Our current level of science and technology can't even explain a reasonable progression path towards true AGI. It's like saying that Tesla is positioned to replace the entire transportation industry - sure, they *might* have driverless taxis which would be massive, but saying that they're close to replacing the big container shipping boats because they have cool cars would be *wild*. The problems aren't even remotely similar. **Second**, the market is *extremely* excited about the prospects of AI. **An optimistic future of productivity from AI is already priced in, as you can see in NVDA among other tech stocks.** Whether or not AI will actually deliver the promise that's priced in is subject to debate, I personally think the market is generally too warm right now without a lot of clarity on where the actual value drivers lie. We saw this pattern in the Dot-Com era with Amazon, Netflix, [Pets.com](http://Pets.com), and Books-A-Million - everyone knew e-commerce was a game changer, but the market was not nearly informed or rational enough about the future to pick "correctly".

WherePoetryGoesToDie

Seriously? Just from looking at my screener: CI, GM, F, ELV, CVS, CAH, CNC, PSX, VLO… In fact, UNH’s current market cap as a percentage of revenue still seems to be an outlier in its own category. Not saying it’s a bad investment, but having an MC below revenue isn’t a great buy indicator (eg, WBA, which has FY revenue 15x its MC, but also is very far from a sound investment these days).

pumpkin_spice_enema

We were joking about CVS' shitty value on OTC medications, I think. Seriously - Marinol & Epidiolex are already available with prescription on insurance and no one gives a fuck. Decriminalization is the key - DOJ loves locking people up for drug offenses. That's why it's CI, higher than fentanyl, same class as heroin. The schedules are useful to law enforcement more than medicine imo.

salty0waldo

I was happy to see CI do well today, but I agree with your mindset. It’s partly a gamble, but not saying it’s a good or bad shot.

CompanyCharts

UNH 11.47 P/E Market Cap of 248B ELV 15.22 P/E MC of 88B CI 17 P/E MC of 82B CVS 14.45 P/E MC of 76B CNC 9 P/E MC of 30B (The cash flow shrinkage keeps me away from this one) HUM 16 P/E MC of 27.5B MOH 15 P/E MC of 17B OSCR 60 P/E MC of 4.2B a 15 P/E feels appropriate for the group. Today's move down was imo a great opportunity.

zamboni-jones

[2019](https://www.reuters.com/article/business/trump-reverses-course-seeks-negative-rates-from-fed-boneheads-idUSKCN1VW1CI/)

xdethbear

3% dividend, p/e 11.5 peers: CI 2% dividend, p/e 17 HUM 1.6% dividend, p/e 16 Value play, seems like a okay idea to me, ride it up to $500, collect the 3% in the meantime.

salty0waldo

Totally agree with that approach mate. I did similar with CI last December.

AlleyKatPr0

https://spectrumlocalnews.com/nc/triangle-sandhills/business/2025/05/13/wall-street-may-13#:~:text=%E2%80%9CI%20think%20investors%20are%20aware,Securities%20Group%20in%20Hong%20Kong

TimDillonRawdoggedMe

# Is buying UNH here like buying 2022 bottom for NFLX / META? It took 20 trading days for UNH to fall down to **$256.15,** which is more than 50% off of its ATH at $630.73. * **Trailing 12-Month EPS**: $23.88 * **Trailing P/E Ratio**: Approximately **10.7x** * **Forward P/E Ratio**: Approximately **9.8x** UNH's historical average P/E ratio: 22.3x Usually the best time to buy a money printing solid business is when everyone hates it or won't touch it (see META or NFLX, or TSLA when it dipped around 200 earlier this year). I know that UNH is a scummy company (but most companies are), but like BA, feels like getting in here would have a higher reward. Also, if there is a tech sector pullback (I feel that Nasdaq is getting frothy), people may pile back into safe haven like gold, healthcare providers, etc. It's not a coincidence that other insurance companies (HUM, CI) dipped along with UNH. What are your thoughts?

ilos_monee

lol was just taking a look at CI, HUM, and ELV

dralva

What’s up with CI? Higher highs and higher lows since the beginning of the year, then catch’s strays today.

dralva

All the other health care stocks catching strays, I’d buy HUM or CI

smokeyjay

So the new CEO is Hemsley. Who was the previous CEO from 2006 - 2017 and grew the company. That's bullish eh? If I was him, maybe initiate buybacks to stop the bleeding - but the company suffers from a PR problem so it will be difficult to navigate. Can anyone explain why the company has fallen so much in comparison to their rivals? I own CI and thats only fallen like 10% and that was after going up like 30%.

No-Side142

I saw yesterday CI dropped by 5-6% but UNH just fell by less than 1%. You know why?

Landed_port

HUM, CI, UNH: *Sweats nervously*

Traditional-Cloud154

CI a as asswaaawp

mnshitlaw

I am only investing very long now: companies I like and see as having growth potential. Playing these tweets is roulette investing. I picked up BSX and CI going long.