$UnitedHealth(UNH)$ this huge slide seems like a closing of the chapter, nearly reflecting the rally in 2025, on August 15.
If normal sentiments ruled, I would have little faith in UNH really succeeding in their announced plans going forward. However in this situation, it would likely be worth looking at whether the ownership has any ties to the us president, which can give it a second wind. If so, suddenly an announcement could come that certain regulations would be put on hold and a rally would occur.
Healthcare in the usa is bizarre to say the least, so I doubt insurers will be out of business. Maybe everyone will scale back on their expectations and the market will reprice itself and this will be the new norm.
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