I read Pelosi’s trade as risk management, not a tech bearish call. Trimming
$Apple(AAPL)$ and
$NVIDIA(NVDA)$ after a strong run while rolling exposure into LEAP calls is a smart way to lock in gains and stay positioned for long-term upside with less capital at risk. It’s about efficiency and optionality, not exiting tech.
For retail investors, the lesson isn’t to copy congressional trades, but to understand the thinking behind them. Most retail traders can’t size or structure trades the same way, so blindly following disclosures rarely works. What does help is learning when to take profits and how to maintain exposure without overcommitting capital.
$UnitedHealth(UNH)$ is a different story. After the sharp sell-off, I wouldn’t rush to buy the dip. I’d wait for the stock to stabilize around longer-term support and for policy risks to be better priced in. In healthcare names, patience usually beats trying to be early.
@Tiger_SG @TigerStars @Tiger_comments @TigerClub
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