The creator mentions being up 40% on their UnitedHealth Group position, which is the fourth largest in their portfolio.
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Novo Nordisk ($NVO) Expansion Oscar Health ($OSCR) Time To Trim
Jun 13, 2026
The creator discusses Novo Nordisk ($NVO) and Oscar Health ($OSCR). For Novo Nordisk, the creator notes a recent cybersecurity breach but highlights the positive news of Wegovy's approval in the UK and its significant international growth potential, suggesting continued guidance increases. For Oscar Health, the creator plans to trim their position after a recent 40% surge in stock price.
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The creator mentions having trimmed their AMD position, on which they are up 520%.
The creator mentions having trimmed their Google position, on which they are up 144%.
Oscar Health ($OSCR) has seen a 40% surge in price over the last week, prompting the creator to plan trimming their position.
Novo Nordisk ($NVO) has a cybersecurity breach but Wegovy's UK approval and international growth offer significant upside potential.
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