CNC

idkuhhhhhhh5

The problem is that I think you’re coming at it from the dichotomy of either an LLM having objective positive effect in every regard, or being an objective negative in every regard, which is fair because any tool is like that, so I guess I’ll share a description of how I’ve used it (in very limited capacity). I work as a reactor operator on a boat. My job at work doesn’t have any integration of AI, and that’s a good thing, since the Departments of Defense and Energy shouldn’t be loading up submarine specs into data centers, but I also have a side business involving CNC machining and CAD functions, as well as computational fluid dynamics simulations. I don’t use AI for art, promotional material, or for business ideas. What I use it for, in a limited capacity, is material specification cross-research. I’m not a Materials Science major, but LLMs are decent at compiling existing information and flagging sections that I can manually review, and that is something that has made a difference in my experience. It would be a mistake to rely on an AI telling me that the ductility of X alloy of Aluminum has benefit over Y alloy because that could be false, so I specifically request the source material location so I can cross reference it. My major, specifically, is Aerospace Engineering, and you can imagine that both my normal job and my side gig are time consuming, so when it comes to furthering my own education, saving time while maintaining academic integrity is really important for me. Materials Science comes back for this, but the bigger component that takes time is that a lot of research in regard to aerodynamics takes place over a hundred years of collective studies, experimentation, and analysis. I’ve seen full time students get overwhelmed by research, because a student chasing one tangent into a dead end can end up with no quality results and a week’s worth of wasted time. In both situations, I make all of my own work. I perform design, I perform testing with programs like Solidworks, and I write my own papers. I don’t use AI to make me anything, but I do use it for data analysis to compile information and then I personally double check the results. The reason I say all of this is because I’m not exceptional, I’d consider myself pretty normal, but I’ve also exceeded the workload that people around me have said would be way too much, and I still have time for my own personal life. THAT is what I want people to have. I’m not saying kids should be taught to use AI so they can be billionaires, I’m not saying they should use AI to become worker drones, I’m saying the opposite. I’m saying that kids using AI to substitute learning is terrible, but that forgoing tools that can *assist* them pretty well, *if used in a manner that should be taught to them*, can prevent academic burnout and can ensure a good work-life balance, can be bad. Especially in an age where academic burnout is stopping really smart people from wanting to continue learning.

Dramatic_Succotash54

CNC

disrepaired

My god I love CNC (cookies n cream)

Radiant_Spell7710

The thing with actuators are that they have no barrier to entry. For chips you need 100 machines. For a actuator only a CNC and some wire and hardware. Its just a electric motor!

Benedictus_The_II

Yeah, it’s fucking insane. I work as a CNC milling operator at a company who does manufacture gas and steam turbines for all sorts of energy plants. We are fully booked until 2031.

DesignerMedical4782

when i meantion making wmens cry with CNC i got backlash, but ill have you know wmen will start crying when you force them to compare and contrast

2QuarterDollar

He needs to find a new gimmick a new narrative. Last year it was tariffs, then Iran, now it looks like he wants to play a game with the Fed. But the midterms are also coming up so I can see him attacking banks again because of high interest rates (tickers: COF, SYF, JPM BAC) he might attack or praise a specific regional bank as well. That’s were the options plays could be short term. He might also play a game with big pharma cause TrumpRx is not really taking off. And the insurance claimers like UNH, CNC, Humana might catch a stray here and there before the midterms

Many_Appeal1184

At this point CNC might be calling your PR department

isawnthesign

I am 40 now. I started my adult life with a violent felony, robbery. I was in prison from 17-20 (they charged me as an adult). My work life was very hard at first- concrete laborer, other construction jobs. I lost hope and became a full blown drug addict for many years and ended up homeless and suicidal. I tried to end it all one day in a hotel by taking 25 Xanax bars. It didn’t work. I woke up and my legs couldn’t move. Little did I know that inside my body an abscess was growing next to my lower spine due to skin popping heroin near the top of my butt. I spent many months in a non drug rehab facility, meaning a rehab facility to learn how to walk again when my legs slowly started working again. I decided that God saved me for some reason and I was going to change my life. Now, I have a great job—still blue collar, running a CNC machine for a major sign company. I make great money. My point is, don’t be me. Find a short cut. I know it’s hard, but being hard on yourself is only going to prolong the pain and suffering and make it that much harder. Your post hit me hard because it reminds me of myself. Believe in yourself. There is an ability already inside you to overcome this. You must tap into it at all costs. It will get better. One of my favorite sayings is “this too shall pass” and it is true my friend. Good luck and Godspeed

Past-Cranberry-8231

Go with CNC. Anything below 1.50 is great. It’ll blow your socks off my EOM

throwaway9gk0k4k569

It's obvious now, but buying healthcare stocks was the obvious move yesterday. CNC is moving like a RAM stock today.

Possible-Material693

Yeah I’ve been doing this for a little over 5 years now. 190% returns in my brokerage and 170% returns in my Roth. S&P has been like 85-90% in same time frame. I usually wait for larger dips though. Recent trade was MSFT in the $300s. Already up like $34k in that trade. Loaded up on meta after its earnings sell off and waiting now. Previous trades were Nvda on dips, UNH, CNC, GOOGL, etc. I usually inverse Reddit. When Reddit was saying AI would kill google search 2 years ago I was loading up. Price drives sentiment so reverse sentiment usually works pretty well. This subreddit hates trading so I’ll probably get downvoted but if you’re willing to buy and wait it out you can make some serious money with this strategy. Especially if you stick to solid names that pretty much always recover eventually. This subreddit might as well be r/bogleheads though. I even dip my toes into some options as well. Usually buy calls that expire in 12-18 months and hold them for about a year. Made 200-350% on CNC calls. Bought a call on NOW when it was in the low $90s that I’m now up over 60% on. The key with options though is to keep it to a small portion of your portfolio. Like 1-2% and never bet more than you are willing to lose. This subreddit hates options too so bring on the downvotes lmao but leaps are the best way to play options if you’re going to play

Possible-Material693

Just sold my entire UNH and CNC position. Inverse me and buy calls

Past-Cranberry-8231

CNC Canada nickel company just got the second largest nickel mine in the world permitted in Ontario

McFlyParadox

If a piece of robotic hardware was already being mass produced in China, it was already a "solved" problem. This law applies to ***all*** robotics hardware, even robotic vacuum cleaners and simple 6 DoF arms that are intended for grade school classrooms.  The bleeding edge of robotics research has been in software for decades now. While some bleeding edge research does still occur with mechanical systems (e.g. under actuated systems, "snakes" and "tentacles", soft robotics, other exotic locomotive and gripper designs), those aren't mass produced and are instead made by grad students with laser cutters, 3D printers, the odd CNC part, and a lot of hand assembly with "seems right" dimensioning and tolerances. The rest of our R&D? Buying cheap robot hardware from China, then programming it with unique code. This law is going to stifle robotics R&D and ironically hand the lead to China. If this was really about national security, they would have targeted the law to defense when it comes to hardware (which already has multiple laws about buying hardware from American sources, or at least allied sources when American ones aren't available), and about software auditing and server locations. If this law had been "foreign consumer robotics need to pass an inspection of their network traffic via Wireshark and any servers they talk to must be located in the US", that would have made a ton more sense. But that's not what this law is about. Not really. Imo, Dyson's robot vacuum is going to be the litmus test here. They're a British company manufacturing a robot in China. A robot which does all its mapping, navigation, and decision making on-board, with the servers really only used for sending notifications and start/stop signals to the robot. If they can't get a waiver, then no one can.

Inevitable_Pilot1353

CNC is going to unhalt and go ballistic after official permitting new tomorrow.

Past-Cranberry-8231

Second largest nickel mine in the world out got permitted in Canada. 41 years mine life. CNC

Inevitable_Pilot1353

Buy CNC tomorrow before the announcement and you’re gonna cash out

Inevitable_Pilot1353

Canadian Nartional priority project of interest jsut got permitted $CNC | https://www.theglobeandmail.com/business/article-ottawa-to-approve-construction-of-canada-nickels-crawford-mine/

vermilli21

Anyone got recommendations for a CNC machine and 3d printer? Budget is 3k

Salt_Contract342

IBM is on sale (Boomer shit that has legs despite haters) SMCI looks good 3-6 months out (Jane Street thinks so, at least) And some random shit like CNC.V for a 5 year gamble. Everyone here can bet on memory, but it is just as regarded as my picks I guess. I know shit about shit, but have been around since Nortel was a thing, and just do what I do. Worked so far, but just my 3 cents before the downvotes.

Possible-Material693

I personally did this like a year ago. Was up on shares that I bought at $110. Sold at around $190-$200 in my Roth. Used the money to buy CNC. Now I’m up 80% on CNC. Was definitely worth it for me to sell my Nvda. Stock price has been flat since I sold and I compounded even more gains in CNC

throwaway9gk0k4k569

People who bought boring-ass healthcare insurance stocks like UNH, CNC, and MOH are going to making FAT BANK as the 1-year anniversary of the crash shows up.

throwaway9gk0k4k569

MOH still has room to run. Look at CNC. It's back above the selloff clif. I bought a bunch of the heal insurers, but didn't stick with UNH due to the legal risks they were under. Going to make a lot of money I finally cash out. There's going to be a lot of healthcare profit posts in the next year or two.

NW-McWisconsin

As a first tier supplier to Deere, Boeing, Oshkosh and many others, Parker has increased dividends for decades and has always been an American manufacturing company with skills in robotics, CNC machining, ISO9 certification AND manufacturing in customer's countries as needed. They have recently improved supply chain bandwidth and will be instrumental in many "physical" needs of AI including cooling / control capabilities and all motion control needs. There are only a few rare moments when sector rotations leave out Parker Hannifin.

throwaway9gk0k4k569

Check out what healthcare has been doing in the last month. I can't believe where CNC is already. It's nuts.

Micahftww

any good American companies that I can send .step files to to have them CNC'd? PCBway's tariffs and duties for prototypes are absolutely retarded

Possible-Material693

225 DTE CNC 25 and 35 calls. Up 200%-250%. Gonna let it ride for now with the $74 PT they just got. but so lost on if I should sell, exercise, or roll them. Is exercising dumb? Deep ITM rn

Possible-Material693

Just shares. Got a $74k UNH position, $95k MSFT position, and a $46k CNC position as well. Portfolio has gone vertical recently.

Possible-Material693

Tempted to sell and buy more software. I know it’s cheap but gonna take a while to trade significantly higher I feel like. Sucks because I already got a 60% move in my CNC and 150-240% moves in my CNC calls but UNH been shit and barely moved

CameronFromThaBlock

It’s the biggest CNC sub on Reddit.

Possible-Material693

Yeah way better returns. I bought leaps on CNC around $35 and shares around $36. My shares are up 60% and my leaps are up 160%-220%

Possible-Material693

My CNC another health insurer the shares are up 63% and calls are up 150%-250% depending on the strike. It’s been a good trade. Not flashy like MU or SNDK but pretty happy with the returns

Possible-Material693

Idk haven’t looked. I’m all in MSFT, UNH, and CNC

Possible-Material693

CNC been a straight line up. It’s been overshadowed by MU and SNDK. Had 1400 shares of CNC originally and sold half of them like a dumbass. Have some 25 and 35 strike CNC leaps that are up an insane amount

Possible-Material693

CNC and UNH. CNC been the main winner though. My calls been ripping

PleasantAnomaly

I've made this mistake too many times in the last 3 years. SOFI, CNC, INTC! (Bought 3000 shares when it was at 19, sold at 25 and thought It would go down from there 😭)

Possible-Material693

CNC been a sleeper ripper stock. Still has some upside I think

Possible-Material693

$50k worth of shares at $397 but I got another $9k I’m trying to throw at it when it settles. Tempted to trim more CNC for more MSFT

Possible-Material693

Up 50% on my CNC shares. Trimmed 1/8th of my shares for MSFT. Still have 3 CNC calls too that I’m up 120-190% on

geewillie

I’m in boring old pumps and we’re up 40% YoY in the US this year. I know my competitors are all around there too. Caterpillar has been gobbling up CNC machines to produce diesel backup generators for the data centers past 2 years.  Even the stable industries are booming right now due to this rush

bentreflection

Assuming this is even real this reads a lot more like some CNC role play dirty talk than real sexual advances. I can’t imagine a single woman on gods green earth referring to her breasts as “cannons” unless she was purposefully going way over the top.  Also Asian fish head wife? lol never even heard that one before. So this guy was married and she was doing this? Are we sure this guy didn’t just get caught by his wife and file the lawsuit to look like he wasn’t cheating? If it’s all true she is certifiably insane  

Bilbo_Butthole

UNH and CNC pumpin’

Liquidsnake959

What do I need to get rid of now? STX, AVGO, SOFI, TSLA, CNC, FIG, MSFT? And which should I go heavier in?

Stocks_N_Bondage

INCY CLS and CNC were sketch I think...

Stocks_N_Bondage

Opened Monday April 27 - Calls: GLW • AMKR • SANM • RMBS • INCY • CLS • CNC - Puts: ITRI • UHS *Disclaimer: Some of these are sketchy. Also, this is not investment advice.*

Salt_Contract342

CNC should be on the list. Do your DD, but def a long term hold IMO

wrongrobertpatrick

MOS, IPI, NTR CNC, OSCR, MOH Holding plenty of oil already

Kollv

Good for my CNC .

wrongrobertpatrick

CNC gonna pump this week

Retaining-Wall

I want a home metalworking/CNC shop some day. YouTube has planted in me an intense desire to do high-end refurbishing of old tools.

defordj

Is this a press conference to convince CNC operators not to quit? We're trying to drum up patriotism?

Wowmuchrya

Puts on healthcare clearly based on UNH and CNC, because there’s no healthcare for death 📉

Confident-Web-7118

Thank you, glad the due diligence is helpful and insightful. And I've been a deep value investor for years. By nature, I only buy heavy concentrated positions when there is a large margin of safety. Before SLS, Centene (CNC) which was a huge deep value winner for me in 2025, from the mid 20’s to 40's, VF Corporation from the mid 11’s early 12s to now was also a huge winner for me. And Nokian Tyres (TYRES) as well from the mid 6’s. Each of these were deep value with heavy margins of safety. I have just as much conviction, honestly more, in the thesis for REGAL's statistical probability of success of 99.99%, which is real and genuine, that is the true statistical probability of success. I covered this in the Part 1 and Part 2 DD for REGAL, but with a failure point of 21 BAT mOS for REGAL, biological/clinical reality being 6 to 12 mOS in AML (CR2 not eligible for transplant), cure fraction being above 50% as that is all that matches with uncured mOS (of GPS non-responders and responders that relapse/pass away) that is within biological reality, BAT mOS having 94% chances being set by Sept 2024, 99% by Dec 2024, making the top end of BAT mOS 14.5, and 99% accuracy for BAT mOS being 11.4 between 10 and 13 by the ML models, and 95% confidence by the ML models it is less than 12, the true statistical probability of success is 99.99% for REGAL. With BAT mOS of 16 (impossible territory), and if there wasn't a cure fraction, and just long survivors that relapse/pass away with GPS, slowly on a 36 month exponential curve, the 80th event would have triggered weeks ago, even if the BAT was pulling off a 16 month biological miracle. And this didn't happen, this alone guarantees success. As for my position, I shared that in the post, and someone asked about it before, which I replied to here: [https://www.reddit.com/r/pennystocks/comments/1r5nbh0/comment/o5lscve/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/pennystocks/comments/1r5nbh0/comment/o5lscve/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) It's the only stock I've been adding to more months with new money. I'm still accumulating every week. My only other positions are those deep value wins from 2025, which I can't exit yet due to short term capital gains. If I could, I'd be all in. But don't let that influence your own positioning. Please only accumulate what makes sense for you. The reason I'm still accumulating is because the real, genuine upside from $6 is 7.5X to 29X with REGAL final analysis readout and buyout, with a 99.99% chance of success for REGAL and a huge margin of safety. This is the most asymmetric opportunity with a gigantic margin of safety that I have ever come across in my life, hence my position size. And thank you, appreciate your comment, and glad I could be of help with the due diligence. https://preview.redd.it/5dmqkylr1vpg1.png?width=2941&format=png&auto=webp&s=443ed5f9a8dc3ac01963cf958547187a7ddebfd4

hadizadam

I prefer CNC rather than just NC

Possible-Material693

What the fuck happened to CNC? Headquarters get striked by Iran or something?

Impressive-Mud-3362

Holy shit CNC

Satins_Cock

I believe the term is consensual non consent, or CNC.

Ew_E50M

Oh Tariffs are great for manufacturing, not in the US tho. The US tariffs pushes orders to Europe and Asia. The company i work at was forecasted to reduce operations at start of 2026, instead we are ramping up and need to buy more CNC millturn machines. The military industry in the US will fall the hardest.

EvidenceOk388

CNC

BaconSarnie2025

I would recommend “Reminiscences of a Stock Operator” for inspiration. Pyramid trading is just momo trading really. Charts help. It was easier 25 years ago when intraday volatility was 0.5%, now you can stop yourself out very easily. It works with metals & mining stocks still though, am currently running ALM in Toronto. Sometimes it works with penny stocks, am running QQ CNC and IQE in london. I find it doesn’t work with big tech stocks, but does with manufacturing mid caps.

Possible-Material693

I still have like 340 shares of UNH 😩. Just sold 800 shares of CNC for a slight gain. I miss growth stocks. Health insurance is such a boring slow sector

Confident-Web-7118

Thank you, appreciate the comment, and Yes, CNC was a huge deep value winner, still holding onto my position for long term gains. I'm actually surprised at the comments here thus far. I posted this on two smaller sub-reddits, and got great questions/thoughts/comments that were thought-provoking and really helpful for everyone. So far, it seems based on the comments, people just haven't read the due diligence. I would encourage people to actually read the due diligence, it's worth the time investment. Appreciate your comment.

d3sp

!remindme 1 year I believe the DD. Congrats on your CNC play as well

Wolvshammy

I'm gonna say this post is HIGHLY suspicious. You did 1000 hours of research on this stock? You a full time trader or do you have another job? If the former, you have time to trade stocks and do 6 months of 40 hours of research? If another job, you have 6 months of time at 40 hours a week to do this research? I find that incredibly hard to believe. What's harder to believe is that you ALSO did exactly 1000 hours of research on CNC stock 10 days ago? One full year of research on 2 stocks. And you only have 2 total posts on your account? Sus af. I have done more research on ELTP that anyone alive that I know (there are also a few other very talented investors who do great research as well and provide great info). I've researched ELTP since 2017 and didn't invest in is until 2021 and yeah I probably have 1000 hours of research....over a NINE year period. My account is also flooded with original DD posts on ELTP and response posts. I'm not saying whether this is a good stock or not, because I haven't researched it, but I'm already suspicious of the quality of the DD if I spot a likely lie like that in the first paragraph.

zerocold96

the unemployed guy telling people how amazing AI is and it is going to be. AI is a bubble just like the dotcom was a bubble.  AI is here to stay, but evaluation are too high for the current levels and infrastructure is going to slow it down which should cause a short term collapse. background: Bachelors degree in Computer Science and worked as a full stack programmer for 5+ years. been out the field the last couple of years working as a CNC operator. 

Paul_Robert_

I once saw a YouTube video where a guy generated gcode for his CNC lathe, fully in excel 💀

PleasantAnomaly

I've followed a lot of turn arounds in the past years. CNC, UNH, FISV, COMCAST, NVO, DIS just to name a few. They all behave the same way. This is a -10% on future 2026 EPS, it doesn't warrant a -25% on the stock price.

Beataine

Fusion’s workflow is way too specialized for AI to just replace it lol. CNC stuff still needs that precision.

RanchHandlher

I don’t see fusion 360 (autodesk) being effected by AI. The entire world of CNC machines is run of DXF and fusion is the best software for making those files.

WordplayWizard

For Canada look to minerals in prospects and mining companies that have huge potential. Mineral projects are being fast tracked in Canada with help from the federal and provincial governments, because of Trump. I play a longer game with pennies than just day trading, so these are just some deals I think will become huge in 2026 and beyond: THX, AUXX, CNC, PML THX just discovered a huge deposit of alumina in Saskatchewan. Canada doesn’t want to buy Aluminum from the USA anymore, so a big aluminum industry could be nascent in Saskatchewan. AUXX just bought KES and some other gold prospects, and has a ton of potential, owns all their assets, and has lots of decent gold finds. CNC is nickel and their projects are being fast tracked by the Ontario government. PML - Panoro has a lot of mineral potential, it’s really cheap, and PML controls the Cotabambas project in Peru, which is a very large copper-gold-silver deposit in a proven mining region. They already have a defined resource measured in the hundreds of millions of tonnes, so this is not an early “hope” project.

MeeseShoop

CNC with the beat lmao

Boodiiii

BIIB Put - $180 CNC - put $38 CBOE - call $277.5 AER - Put $135 AN - put $200 PAA - $20 0dte PIPR - $320 put PAGP - $22 call MKTX - $155 put PM - $177.5 put MAC - $19 Put all on latest expire, and just for earnings

DopeBook

Holding CNC puts for tomorrow wish me luck.

softboiledjadepotato

CNC was good to me last year.. this is sad to see 😢

Impressive-Mud-3362

Too early to bet on health insurance recovery? I was thinking of adding some leaps after CNC earnings tomorrow

DopeBook

Are my CNC puts cooked?!

Captain_Lameson

UNH and MOH have shat the bed and brought CNC down with them. I was thinking of buying puts but this just might go up tomorrow

Impressive-Mud-3362

CNC what happened?

DopeBook

And CNC.

Sidney_Godsby

Market said this is not the CNC it signed up for

HeadsMaybeTails

$CNC puts anyone?

thechromatick

I don't know the market size, but here are some things that have already been disrupted by AI content generation: Software Dev, Entertainment (Music production, graphics, video, movies, adult entertainment), Customer Service, Legal, Health, Psych, Business and basically any "Consulting", Prototyping of anything that can be 3D printed / CNC'd My list does not include all the things that are being automated by AI because I think that's more of an evolution than a revolution. So, it's pretty big. The question is, whether we've priced it in.

UpsetImagination6806

Puts on CNC. Earnings are Friday. They look terrible especially now with government funding pulling out. I think UNH is waiting for them to tank then acquire. A board member (Kenneth Burdick) who used to be at UNH sold some of his stocks in December even though the company recently approved new contracts that gives leadership a golden parachute that he apparently doesn’t need. Same board member that was the CEO who led Well Care through CNC’s acquisition of them when they were in the middle of a fraud case. Very similar since CNC being in the middle of a government scandal. Also, The CPO they hired 3 years ago was at Lehman Brothers when they went down. She has been gutting the workforce getting it leaner for an acquisition. Going to ride CNC down then back up when they get acquired by UNH.

UpsetImagination6806

Puts on CNC. Earnings are Friday. They look terrible especially now with government funding pulling out. I think UNH is waiting for them to tank then acquire. A board member (Kenneth Burdick) who used to be at UNH sold some of his stocks in December even though the company recently approved new contracts that gives leadership a golden parachute. Same board member that was the CEO who led Well Care through CNC’s acquisition of them when they were in the middle of a fraud case. Very similar to CNC being in the middle of a government investigation. Also, The CPO they hired 3 years ago was at Lehman Brothers when they went down. She has been gutting the workforce getting it leaner for an acquisition. Going to ride CNC down then back up when they get acquired by UNH.

RETIREDANDGOOD

QNX provides far less jitter and Latency than any other OS - in many instances no other OS can provide the same precision. This can be critical in CNC, robotics, automotive etc. QNX is also pretty much bulletproof which again for safety is huge.

Sufficient-Aide6805

How does that compare to BBC over the same time frame? Getting into CBT was a mistake. CNC has been a wild ride, though.

bamber33

So… puts on CNC and then HUM after earnings? Was Luigi a bear?

Jet_Black_1

SHL.V , NOB.V , CNC.V . Your welcome.

Possible-Material693

UNH and CNC. Waiting for the inevitable taco though

Chef_Royardee

Anyone tryna catch the falling healthcare knife? Looking at CNC leaps

pcurve

I feel your pain. Trump will continue to do populist play until the midterm election. I hold UNH, CNC, CI. I think they'll be fine longer term, but it's been painful day.

birdman1972

Ugh...SLV, CNC, and UNH in the same day.

RimandRam

Fuck my UNH leaps. God damn closed my CNC calls to early so thought would hold UNH calls for longer. FML.

07Ilovestocks

CNC

gS_Mastermind

I’m hopping on CNC today. Fully government backed and fast tracked with more deposits than expected.

Brilliant_Voice1126

This is my whole operating principle right now. Everyone thinks the US primacy will last forever. Buffet said “never bet against America”. But this is based on the assumption we act as we had for almost 70 years as a source of stability in policy, treaties, foreign policy etc. Now that we’re as predictable as a toddler who missed nap time that assumption no longer holds. We are causing long lasting reputational damage and at the same time sabotaging our formerly world class research infrastructure, university system, our relationships with allies, including threatening the most important treaty for stability in the last century. This is unprecedented, and deeply stupid. When the idiot got elected last Jan I began to position out of USD. I have gone into gold (AAAU 25%) and a mixture of international ETFs and funds (SGOVX, IEUR, SCHF, ILF and EWY 60%) and a small mixture of US and European equities in fields that I largely have some expertise (10-15% and shrinking) - those have still done the worst. EWY went up 100% last year, ILF 50% , SCHF 40%) so this pivot has been great, just wish I’d done it all at once and taken some early losses. Overall 2025 was ~40% with my US equities dragging me down - even though they’ve largely gained only RNA, and CNC have popped enough to be competitive with my intl positions since I bought those at ATLs. Still thinking of shedding them for more non USD positions. Not to gloat but this is working and not gonna stop until the US rights its policy.

Frozen_Shades

All the antivaxxers in my state didn't get a flu shot and now people are dropping. SMFH. Calls on CNC

Possible-Material693

Just buy CNC and UNH then. NVDA market cap is already insanely high. A double from here would take tons of capital. Health insurers are undervalued af rn. MOH looks pretty solid too honestly

Possible-Material693

I’m up like $19k YTD in health insurance companies like UNH and CNC. But UNH had a bad day today