Reddit Posts
Would you smoke weed from CVS or Costco?
the next big small cap runner bottomed out biotech gem
CVS about to break 100!!! Yes there are stocks other than AI ones
Why do health insurers generate so little cash compared to pharma?
HUM (Humana) deep dive: Medicare Advantage margin fears vs re-rating case
$UNH...the end is near! Break up Big Medicine Bill is gaining momentum.
The Entire Market Just Panic-Sold the Largest Health Insurer in America. I'm Buying $50K Worth. Here's Why.
Why Traders Are Front-Running LINK Instead of Waiting for Press Releases
Tracking RIME after LINK: the only checklist that actually matters.
What “being in the room” at LINK 2026 actually means in economic terms (5 trillion in same booth)
WTF Happened to $UNH? Health Insurers Tank on Medicare BS
DD: Trump / CMS will TACO on Medicare Advantage Reimbursement Rates, Buy the Dip on Health Ins
UnitedHealth stock plunges, leads insurers lower after Trump Medicare spending plan surprise
UnitedHealth -16% pre-market as weak 2027 Medicare Advantage rates and high medical costs overshadow 2026 profit beat
Black Swan | The Greenland Gambit: Why Novo Nordisk (NVO) is the Ultimate Geopolitical Pawn | Denmark's Crown Jewel on US Entity Black List
Black Swan | The Greenland Gambit: Why Novo Nordisk is the Ultimate Geopolitical Pawn | Denmark's Crown Jewel on US Entity Black List
Cannabis is going to the Supreme Court on December 15th
U.S. Supreme Court To Discuss Case Challenging Federal Marijuana Prohibition December 15th. (MRMD)
I worked for GTBIF as an Assistant Manager of one of their dispensaries for medical cannabis and bought 50,000 shares of MRMD.
The DEA is holding cannabis back from being on Schedule-3
The DEA is holding cannabis back from being schedule-3.
Trump buys at least $82 million in bonds including new investments in sectors benefiting from his policies
Lawmakers could force the DEA to remove cannabis from the Schedule-1 list, with a 90-day time limit, to allow the FDA to study it for medical value so insurance companies can help patients obtain it at hospitals and pharmacies such as Walgreens, Costco, or CVS.
White House to unveil ‘TrumpRx,’ a direct-to-consumer drug website
Top stocks hitting 52-Week Highs/Lows - September 2, 2025 📈 📉
Top Oversold/Overbought Stocks - August 27, 2025 📊
GoodRx jumps 34% after deal to sell Novo Nordisk’s GLP-1 drugs at $499/month as demand for weight-loss meds surges
UnitedHealth Group Inc. had been pretty much abandoned by Wall Street
UnitedHealth Group Inc. had been pretty much abandoned by Wall Street, but it was the stock of the day on Friday after Warren Buffett said it was time to start buying into the health insurer.
New pick: $TREIF Treatment.com AI: The Quietly Emerging $24M USD Healthcare AI Company Gaining Ground on $1B+ Industry Giants
$ASBP- Aspire Biopharma unique opportunity
Pathway for medical cannabis stocks and insurance.
Dear Government... can you please make cannabis Schedule-3?
Elon smoked weed with Joe Rogan on youtube...
Texas veto THCa ban (2018 Farm Bill - Loophole) 🌵
CI holding up while rest of healthcare tanks prior auth changes coming?
Elon didn’t just build spaceships... he launched himself into another dimension 😎💨
RDDT heating up: options ripping and real news finally hitting
90 Days to Deschedule: Congress Could Turn Up the Heat on the DEA
Other stocks like PEP and CVS doesn’t get affected by tariff.
What stocks like PEP, CVS stocks performed neutral during Tariff War
Cannabis stocks could go up if Lawmakers draft a bill to force the DEA to make cannabis Schedule-3. [MSOS, MSOX, GDRX, CVS, COST]
MRMD: Nature’s Heritage "Cannabis Mushroom" Pills 💊
Did any company surprise you from this list?
The DEA might reschedule cannabis, letting doctors study it, insurance cover it, and pharmacies like CVS sell it... provided by leading current MSO's (Multi-State Operators).
Had butterfly on CVS but there was no liquidity to exit
If the DEA changes cannabis rules, doctors can study it, insurance can help patients, and you could get it at places like CVS or Walgreen's pharmacies.
Can you smell what the doctor isn't prescribing?
If the DEA moves cannabis off Schedule I, the FDA can study it, insurance might start covering it, and you could pick it up at your local CVS, Walgreens, or even Costco—just like any other prescription.
Prescription Pot: The Future of Medical Cannabis
Unh with other companies with similar drop
(05/15) Interesting Stocks Today - DOJ investigating UNH!
(05/15) Interesting Stocks Today - DOJ investigating UNH!
UnitedHealth suspends annual forecast, CEO Andrew Witty steps down
Trump's drug pricing executive order drops stocks: CVS -5%, Cigna -6%, UnitedHealth -0.5%
Drugmakers Spared Worst-Case Drug Pricing Scenario for Now
༼ つ ◕_◕ ༽つ Urgent Need for Cannabis Policy Reform: A Logical Path Forward
Urgent Need for Cannabis Policy Reform: A Logical Path Forward
Three fundamentally strong companies, temporarily mispriced due to short-term fears
Three fundamentally strong companies, temporarily mispriced due to short-term fears
Richard Pzena Portfolio: Top Holdings in May 2025
DOJ accuses CVS, Humana, Elevance of paying kickbacks to Medicare Advantage brokers
Case Study: How Trump Hotels & Casino Resorts Became a Penny Stock
Mentions
I saw Elon Musk at a CVS at like 11:36pm on a Tuesday. He was in the greeting card aisle for a very long time. Not reading the cards, just standing near them with his arms crossed like he was supervising. At one point he picked one up, read it, and put it back facing the wrong way. He did this to seventeen cards. A CVS employee asked if he needed help and he said "I'm good" in a way that ended the conversation permanently. He got in line behind me with nothing in his hands. Just got in line. When he got to the register the cashier asked if he found everything okay and he said "that's a great question" and then didn't answer it. He tapped his card before she'd even told him the total. It worked. As I was leaving, I saw him hold the door open for "me" even though I was way behind him. But let go as soon as I got close
I saw Elon Musk at a CVS at like 11:36pm on a Tuesday. He was in the greeting card aisle for a very long time. Not reading the cards, just standing near them with his arms crossed like he was supervising. At one point he picked one up, read it, and put it back facing the wrong way. He did this to seventeen cards. A CVS employee asked if he needed help and he said "I'm good" in a way that ended the conversation permanently. He got in line behind me with nothing in his hands. Just got in line. When he got to the register the cashier asked if he found everything okay and he said "that's a great question" and then didn't answer it. He tapped his card before she'd even told him the total. It worked. As I was leaving, I saw him hold the door open for "me" even though I was way behind him. But let go as soon as I got close
I saw Elon Musk at a CVS at like 11:36pm on a Tuesday. He was in the greeting card aisle for a very long time. Not reading the cards, just standing near them with his arms crossed like he was supervising. At one point he picked one up, read it, and put it back facing the wrong way. He did this to seventeen cards. A CVS employee asked if he needed help and he said "I'm good" in a way that ended the conversation permanently. He got in line behind me with nothing in his hands. Just got in line. When he got to the register the cashier asked if he found everything okay and he said "that's a great question" and then didn't answer it. He tapped his card before she'd even told him the total. It worked. She looked at the receipt for a long time. As I was leaving, I saw him hold the door open for "me" even though I was way behind him. But let go as soon as i got close
Very similar experiences as you. Numerous times over the years I’ve put in $5k, increased 500-1000% in a few weeks, harvested gains, then gambled “house money” into oblivion. I put $10k in my account in February, and stair stepped it up an down- 30, 20, 50, 40, 75, 135, 110, 185, 235, 300, 240, 225, 240, 270, 250, 265 The $10k to $235k happened in 6 weeks. Around the $75k level I changed my mindset from “I’m playing with house money” to “This is my money and I can keep it.” Around the $135k level I started moving gains into speculative stock positions. At $200k I started some into long-term compounders with a good dividend. Then I began adding recovery stories, and so on. My positions are largely still aggressive, but I’m trading options with $20k of liquidity instead of $200k. I’ve sold a few stock gains (bought CVS in a dip and sold +30%), and I’ve exited some of the compounders when they’re down and I needed liquidity. Beyond that earlier mindset change, other big improvements have been selling at a 30-50% loss instead of letting it go to 100%, and not buying positions just to be in the market if I don’t have time (sporadically demanding work projects) to follow the news.
First CVS makes Minute Clinics, now Walmart has ERs?
We are going to put a CVS pharmacy in space
More cash than their market cap and recent expansion in walmart/CVS stores. No long term debt and bottomed chart with huge daily gap to fill. They are doing record revenue and the recent expansions is expected to boost their numbers even further
CVS Receipt looking ahh trades WTF is this spread my dude
I got rugged on CVS 🤣
CVS will be 120 / sh by year end. Avoids the duration issue with bonds, and healthcare insurance stonks have tailwinds. Also benefits from Walgreens dying, apparently
The freaks truly come out at night. Last nigh at 1 I saw a guy Judy casually step out of his parked car at CVS and take a piss . You could probably hear his stream from a block away.
How the fuk is piece of shit CVS trading at 42? What the fuk is this clown market lol
If they ever legalize weed, CVS will be the place. 🚀
Nice play rolling those calls after earnings pop. CVS been sleeping for so long while everything else was mooning, about time it gets some attention. That IV crush after earnings probably made those new positions pretty cheap to get in. I remember when CVS was stuck around 70-80 range for what felt like forever, breaking through psychological 100 level would be huge momentum wise. Healthcare sector been getting beaten up but maybe rotation finally happening away from tech into more traditional value plays.
im gonna need CVS or Walmart to buy IREN and become an AI company
u/31andnotdone I need visible panty lines, Newports, a Starbucks cold brew, and a long CVS receipt for no damn reason. Can you help? Then bounce it on my peener plz
Brother is long like a CVS receipt 😂 Diamond handing with no exit strat is wild tho. At least lie to yourself and pretend you’ll trim “on the next rip” so you can sleep at night.
The whole point of AI is that it will make other companies more efficient, do more, be better, less employees, etc. AI by itself is meaningless. Who's buying chips a year from now if HD, CVS, BA and the like can't produce any ROI from AI? I need to see something and soon
I've got 5 dollars and a CVS coupon
Not to pile on, and I won’t bag on your choices here, but SHIB gained 7.8% in 1 month vs GOOG has gained 13.3% in 1 week. Alternatively, CVS gained over 7% today alone. You’re better off putting your crypto money into something more productive, even if it’s index funds.
Buy enough single items at CVS and you'll never want for toilet paper.
CVS announced they are repurposing their receipt printers to chip production and memory storage.
I bought some DIS and CVS before tomorrow AM earnings.
I did that with our vacation fund in Vegas. Wife wasn't happy having to eat from CVS for the whole week lol safe to say she has multiple boyfriends now
CVS/Caremark is an entire other side of the business that provides prescription plans like express scripts/evernorth, so I guess you missed that?
I legit wonder why CVS trades at such a high multiple for a retail store. There is evidently something I am missing.
Spirit down! CVS, you next!
CVS looks good might be the safest one? I hate all of this weeks earnings kinda
CVS now. UNH in 6-12 months. It has a bit more to go down first
is CVS considered Healthcare? I guess for most of us poors, Robatussin and aspirin is the cure-all
CVS won some regarded AI award and JPM upgraded UNH. Dunno if those are the real reasons, though. Not too surprised they move together; they have some sort of partnership. Some of the pharm/biotech stocks are up a bit today, too, but that might be defensive rotation, since other defensive sectors are also up.
What’s going on with healthcare sector ? CVS and UNH mooning
# Healthcare (7 stocks)Equal-weight: +1.31% |Ticker|Name|Dec 22, 2025|Apr 28, 2026|% Change|JPM Target| |:-|:-|:-|:-|:-|:-| |**BSX**|Boston Scientific Corporation|$96.43|$59.95|\-37.83%|$135.00| |**CVS**|CVS Health|$77.04|$78.36|\+1.71%|$101.00| |**FOLD**|Amicus Therapeutics|$14.21|$14.49|\+1.97%|$19.00| |**LLY**|Eli Lilly & Company|$1074.69|$868.27|\-19.21%|$1150.00| |**RVMD**|Revolution Medicines|$80.58|$131.67|\+63.40%|$92.00| |**TMO**|Thermo Fisher Scientific|$575.13|$468.04|\-18.62%|$675.00| |**XENE**|Xenon Pharmaceuticals|$46.08|$54.26|\+17.75%|$60.00| |**Category Average**|—|—|**+1.31%**|—|
# Healthcare |**Ticker**|**Dec 22, 2025 Price**|**Apr 28, 2026 Price**|**% Change**| |:-|:-|:-|:-| |**RVMD**|$82.10|$135.30|\+64.80%| |**FOLD**|$14.50|$18.20|\+25.52%| |**BSX**|$62.40|$75.10|\+20.35%| |**TMO**|$545.00|$592.40|\+8.70%| |**XENE**|$38.20|$45.60|\+19.37%| |**CVS**|$78.00|$77.94|\-0.08%| |**LLY**|$1,072.89|$868.27|\-19.07%| |**Category Average**|||**+17.08%**|
So hear me out Medical cannabis is legal The Federal Government determines what can be sold in Pharmacies through the DEA & HHS So CVS Texas, South Carolina, Indiana, basically ALL U.S states can now sell medical cannabis Am I technically correct?
"market sentiment that AI is going to end real software" People keep talking up this narrative of "the market thinks software is all going to zero because of AI and I think that's wrong." They're not all going to zero and nobody realistically thinks that but does the market think, "I'm not going to pay the same valuation for software names that I've paid in the past because of concerns about the future?" Yes. This is a re-rating and some things will be oversold and bounce, but 1) when and from what level and 2) I don't think the upside is what people think it is: AI doesn't mean all software is zero'd but it does likely mean that the ceiling has been brought down. Software will find a floor at some point and bounce, but will have to contend with every AI announcement going forward a la CVS/Walgreens every single time Amazon put out a PR with healthcare somewhere in the title.
My CVS calls doing well though
SaaS names traded at expensive valuations for years because people loved the business model. People worrying over software and AI doesn't mean software are 0's but it does mean that the whole sector got re-rated significantly. And beyond that, while it will bottom at some point the sector will likely continue to contend with AI headlines for a long while to come. While not apples-to-apples, it will be like every time Amazon said something about getting into healthcare and CVS/Walgreens instantly sold off. Things like Medallia getting marked as a zero after being bought by private equity for 6.4B about 5 years ago don't help. The interesting thing to me about conversations regarding software is that people have run to buy all these names like NOW and CRM and there has been little discussion at best on here about these names for years before this - CRM went down 57% or so from top in 2021 to bottom in 2022 and nobody talked about it on here but because headlines and narratives everyone is now interested when it's down 52% off the highs of last year? Too many people think every dip in something is a V-shaped recovery - sometimes stuff winds up like PYPL where people keep going on about how cheap it is and "the buybacks!" year after year as it erodes. There are a couple interesting things to me in Software that have been sold off but they're smaller names. A lot of the stuff like CRM I have zero interest in because really, nothing's gotten me interested in the business for several years now and there's still a long line of names I find more interesting I'd rather buy than try to call the bottom on something I haven't been interested in owning for a while.
\>Look up economics of scale and negotiating power I know that's a common talking point, but I don't think there's much to it at these scales. For example, even smaller healthcare insurers in the US have a larger customer base than the population of entire Scandinavian countries with universal healthcare. The lower cost and increased efficiency of the Scandinavian countries can't be due to economy of scale, because they're actually operating at a smaller scale. Some examples: Sweden 10.7 million people Denmark 6 million people Finland 5.7 million people Norway 5.6 million people And now some US health insurers: UnitedHealth Group: 44.8 million members Elevance Health: 36.1 million CVS Health: 24.9 million Centene: 19 million Health Care Service Corp: 18.7 million Cigna Healthcare: 16.2 million Kaiser Permanente: 12.3 million Humana: 7.5 million
Target recently expanded their trial of hemp beverages throughout Minnesota, which is where Target is headquartered. Simultaneously we have a bipartisan hemp regulation bill introduced by Rand Paul and Amy Klobuchar. Amy Klobuchar is the ranking member on the Senate Agriculture committee, and she represents Minnesota. Target just filed their 2026Q1 lobbying disclosure. They added "[Policies regarding hemp in food and beverages](https://lda.senate.gov/filings/public/filing/6ade91d5-d5f9-47ec-a2fd-50dec646a4bd/print/)" for their first ever mention of hemp/cannabis. A company like Target, Walmart, etc would really want the scenario where we have federally legal low-dose hemp products, as well as medical-only cannabis products. Because these retailers are usually attached to a pharmacy, such as Target/CVS or Walmart's own pharmacy. Back in 2019 CVS was partnered with Curaleaf to sell hemp products.
The weekly ber support group is meeting at the local CVS parking lot in 5 minutes.
At least 88 of the largest corporations in America paid no federal corporate income taxes in their most recent fiscal year, per ITEP PayPal, Block (Square), Palantir Technologies, Southwest Airlines, United Airlines, Citigroup, CVS Health, Walt Disney, GoDaddy, Toast Just a few
Exact opposite of my dad who is pushing 90 and still about 80%-90% invested in SP, and got me to invest all my savings. He only does SP index now and says the was doing that before Buffit, lol. He mentioned he made a lot trading also, namely some kind of junk bonds for CVS when they first IOP but now only dabbles in trading, like less than 5%. I strictly only do SP index and always stay invested, so I've done a little better in past few years. I originally invested at ATH in early 2022, yet still up over 40%, about 11% a year, and have outperformed everyone I know who bought and sold in past 5 years or sat on cash. Sitting on cash was the worst, as if I did that I wouldn't be up 40%. My mom would never invest in the stock market and at her age that's fine. She is in independent living place and shouldn't run out of money, although it's like 80k a year and goes up a lot.
Pakistan deal is falling apart because mango doesnt know how to scratch the codes on the aapl cards he bought from the CVS on the corner.
My CVS puts finna go to zero at open on the medicare newz
4:55 PM EDT, April 06, 2026 (Benzinga Newswire) Health insurer stocks are surging after the market close on Monday, following the Centers for Medicare and Medicaid Services (CMS) finalized [payment policies for 2027](https://www.benzinga.com/news/health-care/25/11/49083625/cms-unveils-2027-rule-to-refocus-medicare-advantage-on-outcomes). * **CVS Health stock is showing exceptional strength.** [**What’s behind CVS gains?**](https://www.benzinga.com/quote/CVS) # Health Insurer Stocks Rise After The Bell The CMS released the 2027 Medicare Advantage (MA) and Part D rate announcement after the close on Monday, projecting a net average increase of 2.48% next year. Shares of **CVS Health Corp** [(NYSE:](https://www.benzinga.com/quote/CVS)[CVS](https://www.benzinga.com/quote/CVS)), **UnitedHealth Group Inc** [(NYSE:](https://www.benzinga.com/quote/UNH)[UNH](https://www.benzinga.com/quote/UNH)), **Humana Inc** [(NYSE:](https://www.benzinga.com/quote/HUM)[HUM](https://www.benzinga.com/quote/HUM)) and **Elevance Health Inc** [(NYSE:](https://www.benzinga.com/quote/ELV)[ELV](https://www.benzinga.com/quote/ELV)) all moved significantly higher after the announcement. The anticipated increase includes consideration of the various elements that impact MA payments, including growth rates of underlying costs, 2026 Star Ratings for 2027 quality bonus payments, and risk adjustment updates. "Medicare Advantage and Part D should work for the people who rely on them," said CMS Administrator **Mehmet Oz**. "These updates keep coverage affordable and ensure patients get real value from their plans." Here’s a look at the after-hours price action of the aforementioned tickers at the time of publication on Monday: * **CVS:** up 9.48% at $80.22 * **UNH:** up 9.34% at $307.72 * **HUM:** up 11.58% at $203.80 * **ELV:** up 5.83% at $320.25 *Image:* [*Shutterstock.com*](http://Shutterstock.com)
Medicare rate increases for UNH, CVS
CVS too... CMS raised rates 2.48% over expected .09%
CVS went up 8% after market close
I bought my CVS puts on Thursday thinking they were releasing Thursday. Just said on or before April 6 so now I'm down. Thought the same too on Friday. I'm gonna now that my puts are down and see what happens.
Final medicare advantage rates for CY 2027 should come out today after hours. UNH, CVS, HUM
You behind the CVS tonight or the library?
I was in Auto zone to buy some window washer fluid last week. 3 registers going and 6 people in line. I usually buy it at Walgreens or CVS, but they were sold out! So this was my first visit in years. The price was $1.50 higher than Walgreens! AutoZone is cleaning up!
Honorable mention for CVS longterm holders. I'm going to join r/dividums soon
*old android charging cables and 2 CVS reciepts
Where do you see CVS going to tomorrow?
CVS is killing me, NFLX saving me
But they don't. that's the key issue. Part of it is that they need to spend a lot of money to build up their house brand's reputation. it takes tons of money and tons of time. It is definitely possible, but nobody is doing that. Not Kroger or Target or CVS. Walmart has chosen a strategy: That is to follow the AMAZON current model. this means heavy tech, robots shelving products, drone deliveries, huge marketplace online with resellers, Advertising on smart TV's, same-day delivery, etc.
Here a summary Based on research regarding net wealth creation in U.S. stock markets over the past century (1926–2025), a study by Hendrik Bessembinder identified that just 46 firms accounted for half of the $91 trillion in net wealth creation. SSRN eLibrary SSRN eLibrary This list focuses on companies that have created the highest cumulative shareholder wealth, rather than solely top-line revenue or current market capitalization. Key firms responsible for this massive wealth creation include: SSRN eLibrary SSRN eLibrary Technology Leaders: Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Broadcom. Financial Giants: JPMorgan Chase, Berkshire Hathaway, Bank of America, Visa, Mastercard, Wells Fargo. Healthcare & Pharma: UnitedHealth Group, Johnson & Johnson, Pfizer, CVS Health, AbbVie, Eli Lilly. Consumer Goods & Retail: Walmart, Procter & Gamble, The Home Depot, Costco, PepsiCo, Coca-Cola. Energy & Industrial: ExxonMobil, Chevron, General Motors, Caterpillar. While the study defines the top 46, others frequently highlighted in top-tier performance for 2025-2026 include Procter & Gamble ($357B market cap), and high-performing growth companies like Progressive and investment firms. AOL.com AOL.com +4
Well not really. The retail portion of CVS’ business is very small, proportionately
I think the phrase “substantially identical” throws people. But even then, CVS is retail and UNH is insurance.
My uncle runs a CVS in DC and he just had JPow come in and ask for an extra large bottle of lube, "for later today". Proceed accordingly.
# $ACHV: The Day the Nicotine Monopoly Dies. 🧬🔥 **Look at these photos.** This isn’t a concept. This isn’t a laboratory dream. This is **Tabex** – a real, plant-based medicine that has been crushing nicotine addiction in Europe for **60 years**. If the FDA approves this on June 20th, the multi-billion dollar NRT (Nicotine Replacement Therapy) market **dies the very next day.** Here is why. # 1. The Death of Gums, Patches, and Synthetics Let’s be real: Who is the idiot that tries to beat a nicotine addiction by... feeding it **more** nicotine? Gums and patches are a scam designed to keep you a "customer," not to cure you. And Pfizer’s *Chantix*? A synthetic mess with "Black Box" warnings and nasty side effects. * **The $ACHV Reality:** Once this hits the US market, gums, patches, and Chantix are **OVER**. Why would anyone use useless nicotine-loaded trash when they can have a plant-based molecule that blocks the receptors and kills the urge in 6-12 weeks? **It’s Game Over.** # 2. The Industrial Beast: Sopharma & Kazanlak 🇧🇬 Achieve Life Sciences isn’t just a small office in Seattle. They have the ultimate industrial backbone: **Sopharma**, the Bulgarian pharmaceutical giant. * **The Brand New Factory:** Sopharma just built a state-of-the-art facility in **Kazanlak, Bulgaria**, dedicated to this. * **70-Ton Capacity:** This isn’t "small batch." They have a **70-ton annual capacity** for the active ingredient. They are ready to flood the US and global markets from Day 1. * **The CEO is Buying:** Ognyan Donev (Sopharma’s boss) has been aggressively buying shares and warrants. He knows the factory is ready. He knows the science is flawless. He is betting millions on this "Western Expansion." # 3. 60 Years of Proof vs. FDA Corruption * **Millions Cured:** This drug has saved over 20 million lives in Eastern Europe. It’s sold over-the-counter. It’s safe. It’s effective. * **The Corruption Barrier:** The only reason you don’t have this in your local CVS yet is pure **FDA corruption**. Big Pharma lobbies hard to keep their $13B "addiction subscription" alive. They don’t want a cure; they want a recurring payment. * **Breakthrough Status:** Even the FDA couldn’t deny the data anymore – they granted $ACHV **Breakthrough Therapy Designation** because the results for vaping and smoking were too good to hide. # 4. The Verdict The science is settled. The factory is pumping. The insiders are loading. If this doesn't reach the market, don't blame the science – blame the lobbyists. But if it breaks through, it will be the biggest disruption in pharmaceutical history. I’m holding because I don't bet against a 60-year track record of success. **The era of nicotine-trap products is over. $ACHV is the cure they are afraid of.** https://preview.redd.it/4worpyj0wrog1.jpeg?width=750&format=pjpg&auto=webp&s=9751d9640fb1e9e478aa8e8786695555630f4c8b
I dunno. I’m on wegovy and it’s fine but I think at some point Lilly will go after the rest of the market. The biggest issue is they aren’t included on CVS pharmacy coverage and that’s on a ton of plans
Can't speak for that whoever that is but IMHO it is a bit early for oil bulls to say they were correct. It depends if this is just a few strikes on oil and disruption is short-lived. Thus far, XLE for example is only up ~20% in nearly 4 years. Companies like XOM or CVS are up a little more but still in that time period it has underperformed the market as a whole. But yes... if it is sustained for enough time to keep prices continue to keep going higher so that energy truly outperforms everything else, you would be absolutely correct.
In a risky market cashflow businesses generally do well. CVS and TMobile also up.
Can we just go back to 2016 WSB and collectively pump CVS n WALGREENS again fk
True story. I was sitting in a drive thru line at CVS yesterday. Car in front of me had it on his back window
I full ported into CVS after learning what the V stood for
> If even anticipation of new AI products leads to decline, I don't see how we get out of this anytime soon. There are things that are having an amazing year. Something like software though, every AI announcement for a while is going to be like CVS/WBA every time AMZN made some sort of announcement about healthcare but worse and more often.
I just found out CVS is not in network for my health insurance so I just signed up for Amazon pharmacy so you’re golden
CVS being up isn't a surprise here, GOOG is tbh 🤔 I wonder why
Only GOOG and CVS positive in mine, random
companies with a higher forward PE than ADBE Comcast, AT&T, wells fargo, phillip morris, CVS, Pfizer. lol.
"Investors rotating into hardware / AI infrastructure (Siemens Energy +5%)" This has been a better story than a fair amount of tech for 2-3 years now. "Where the money has been spent" has broadly been a better theme than "who is spending it." IMO, this started to ramp up again this year. MSFT -12%, GEV +16%/Siemens Energy +31% YTD after playing catch-up to GEV in the last year or so. "“Unforgiving software tape,” as JPM put it" Why will that change, really? You're going to get bounces but it wouldn't surprise me if AI starts to become like Amazon was for so many years for industries like drug stores, where every time Amazon announced anything healthcare related it would impact CVS/WBA. Eventually some names will differentiate themselves (NET caught up in the software selling in recent weeks, +15% this morning on earnings last night), but some won't. "AI-disruption fears hitting European tech" Buy real assets. What is "ai-adjacent" that can't be easily disrupted by it? There are going to be people with tech-heavy portfolios that have worked for ages and might not work as well going forward. Tech discussion on here used to be a much wider variety of names, now it's just largely Mag 7 (MAGS -2.7% YTD.)
I bought CVS the day the bill was announced, it has been up 5% already; it will pop because, well, TACO.
[https://hartfordbusiness.com/article/cvs-reports-record-revenue-but-aetna-insurance-costs-weigh-on-results/](https://hartfordbusiness.com/article/cvs-reports-record-revenue-but-aetna-insurance-costs-weigh-on-results/) Why hasn't the market priced in CVS to be much, much lower? Almost like someone's propping up the share price...
piled into CVS yesterday because honestly I liked the chart. had no idea earnings were this morning and that they went really well lol sometimes things work out eh
Someone was able to snag 47x CVS weekly 77C for .05 at open, they're now 1.8 lmao
Why is CVS not under $70 by now? They literally lied on their earnings report and it's clear as day that their business is failing
i go on the CVS app to claim a free $4 coupon off full purchase about once a week and walk out with 2 slim jims and a powerade for like 50 cents. they are going out of business soon. trust.
CVS straight up lying on future guidance, whatever
Damn I was hoping CVS would be down more. It’s sitting just past my breakeven price
How badly is CVS gonna crash today?
I hope everyone has CVS puts
I can barely take care of my own ass. I don't know how some of you can shoulder wife, kids, parents, side chicks, dogs, cats. CVS earnings, anyone?
I like how I bought hood calls and they’re down AH and I bought CVS puts and they’re up AH 😩
CVS calls or puts (I bought puts)
If Hood goes to $100 and CVS falls under $70, it's going to feel better than having sex
Just a tiny bit of CVS 75p (I’m a coward).
Thats what Im thinking too, I get my meds from CVS but I have no faith in the overall business itself
I’m right there with you, no possible way CVS will have strong guidance
Now I’m holding 2/20 $89c Hood calls and 2/20 $74c CVS puts