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- 🪔 What to expect this week
🪔 What to expect this week
and some critical analysis
Good morning investors! The stock market is green for the year and fear seems to be have been diluted.
Today we cover:
What to expect this week
Investing for 2030
A critical look at UnitedHealth
Want to know when to consider trading stocks like Apple and Walmart? These Stock Hotsheets use 10 years of historical data to uncover key dates and trends—helping you trade with confidence.
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📊 Economy and News
What to expect this week
Here’s what’s going to move he market this week:
Monday, May 19
Earnings: Ryanair, Trip.com
Economic Data: U.S. leading economic indicators (Apr)
Fed Speakers: Vice Chair Jefferson, Atlanta Fed’s Bostic, Dallas Fed’s Logan, NY Fed’s Williams
Events: Computex Taipei continues
Tuesday, May 20
Earnings: Home Depot, Palo Alto Networks, Keysight Technologies, Viking Holdings, Toll Brothers
Fed Speakers: Atlanta Fed’s Bostic, San Francisco Fed’s Daly, Cleveland Fed’s Hammack, St. Louis Fed’s Musalem
Wednesday, May 21
Earnings: Lowe’s, Target, TJX, Snowflake, Medtronic, Baidu, Zoom Communications, XPeng
Fed Speakers: Gov. Bowman, Richmond Fed’s Barkin
Thursday, May 22
Earnings: Intuit, Toronto Dominion Bank, Analog Devices, Workday, Autodesk, Copart, Ross Stores, Ralph Lauren
Economic Data: Initial jobless claims (week ending May 17), S&P Global flash U.S. PMI (May), existing home sales (Apr)
Fed Speakers: NY Fed’s Williams
Friday, May 23
Earnings: Booz Allen Hamilton
Economic Data: New home sales (Apr)
Watch for consumer sentiment and tariff impacts from Home Depot, Lowe’s, Target, TJX, Ross Stores, Ralph Lauren. We may hear more on tariffs as the US is currently in talks with other nations like India.
Global hits:
China slaps anti-dumping duties on plastics from US, EU, Japan, Taiwan.
Moody’s downgrades U.S. Sovereign Credit Rating amid fiscal pressures.
India, EU conclude another round of FTA talks; deal likely in two phases.
Good to know: Trump meme coin dinner likely to include mostly non-Americans based on top $TRUMP holders. Also, latest numbers show that households spend $1,100 a year on sports betting.
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📈 Stocks
S&P 500 5,958.38 (+0.70%)
DJIA 42,654.74 (+0.78%)
NASDAQ 19,211.10 (+0.52%)
BRENT CRUDE 65.41 (+01.45%)
* Prices as of May 18th, 12:20 AM UTC
Investing for 2030: Stocks to Own
As we look toward 2030, the investment landscape is evolving rapidly, driven by transformative trends like artificial intelligence (AI), robotics, and digital assets. Based on recent insights from market analysts, here’s a concise guide to the top investment opportunities projected to outperform over the next five years, focusing on a reimagined "MAG 7" and other high-potential assets.
Note: We covered this topic in our webinar on Friday, which you can view here:
The webinar has more details, including why we think a specific stock needs to be a part of your portfolio. Here are the names covered:
Tesla (TSLA)
Tesla remains a standout due to its pivot from a car manufacturer to a leader in AI, robotics, and energy storage. Analysts, including Cathie Wood, project significant growth, with a potential stock price of $2,600 by 2030 (from $347 today).Nvidia (NVDA)
After a stellar 180% stock rise in 2024, analysts project a 20–38% CAGR through 2030, potentially reaching a 5x return.Microsoft (MSFT)
Its projected CAGR of 13% slightly outpaces the S&P 500, supported by strong analyst recommendations (55% buy, 33% strong buy).Meta Platforms (META)
Analysts project a 12–14% CAGR, with the stock potentially reaching $900 by 2030 (from ~$500). Recent AI project delays caused a 3% dip, presenting a potential buying opportunity.Palantir Technologies (PLTR)
A projected CAGR of 25–41% and a potential stock price of $90 by 2030 (from $30) make Palantir a high-growth pick, despite its elevated P/E ratio of 512.Taiwan Semiconductor (TSM)
With a $1 trillion market cap and a projected CAGR of 25%, TSM is set to benefit from the AI and robotics surge.MicroStrategy (MSTR)
MicroStrategy’s strategy of issuing Bitcoin-backed bonds at near-zero interest rates has fueled a 2024 performance that outpaced all stocks. With a projected CAGR of 32%, tied to Bitcoin’s price, MicroStrategy is ideal for those bullish on cryptocurrency, despite regulatory and market risks.
Notable Exclusions
Apple and Amazon, part of the original MAG 7, are projected to underperform.
Check this: Tesla limits investors’ ability to sue over breach of fiduciary duties.
Controversial: Novo Nordisk said that CEO Lars Fruergaard Jørgensen is stepping down as the Wegovy maker seeks to revive its ailing fortunes amid increasing competition. The firm’s share price is currently down by more than 50% since the middle of 2024.
💵 Personal Finance
UnitedHealth Sinks to 5-Year Low Amid DOJ Probe—Is a Rebound Coming?
While the broader stock market surged last week on optimism over U.S.–China trade progress, UnitedHealth stood out for all the wrong reasons.
The S&P 500 gained 5.3%, and the Dow turned positive for 2025, but UnitedHealth shares plunged 23%—marking one of its worst weeks in recent memory.
This steep decline came after The Wall Street Journal reported that the Department of Justice had opened a criminal investigation into possible Medicare fraud at the company. The news pushed shares to a fresh five-year low on Thursday.
Deeply Oversold Territory
UnitedHealth’s relative strength index (RSI) has dropped to 14.9—a rare and extreme reading. RSI below 30 typically signals that a stock is oversold and could be due for a rebound.
Wolfe Research noted that the current RSI marks UnitedHealth’s most oversold condition since the 2008 financial crisis.
Even with the steep selloff, analysts remain bullish on the long-term picture.
According to LSEG data, the average analyst still rates UnitedHealth a “Buy,” with price targets implying more than 64% upside from current levels. However, traders should be cautious—RSI reflects short-term sentiment, not fundamental outlook, and further negative headlines could keep pressure on the stock.
Earnings Forecast Cuts and Insider Buys
This sharp drop didn’t happen in isolation. In mid-April, UnitedHealth revised its annual profit forecast downward, citing unexpectedly high medical costs in its Medicare Advantage business. The stock is now down around 50% in just the past month.
Still, Friday brought a glimmer of optimism: shares bounced 6.4% after reports surfaced that company insiders were buying the dip. While insider buying can be a bullish signal, it doesn’t guarantee a turnaround—especially with the DOJ investigation hanging over the stock.
UnitedHealth’s collapse has made it one of the most technically oversold stocks in the market today, but that doesn’t automatically mean a bounce is coming. While long-term investors may find the 64% upside projection compelling, near-term risks—including legal developments—could continue to weigh heavily. As with any volatile name, patience and defined risk management are crucial.
💰 Be a Better Investor
“Buy when everyone else is selling and hold until everyone else is buying. That's not just a catchy slogan. It's the very essence of successful investing.”
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👩🏽⚖️ Legal Stuff
Nothing in this newsletter is financial advice. Always do your own research and think for yourself.