Buffett, Burry & Tepper Are Buying UNH | Is Smart Money Rotating Into Healthcare?

ech stocks are overheated, but while retail is chasing AI at all-time highs, smart money is rotating into healthcare — and I’ve positioned heavy. Here’s why I bought UNH, Centene (CNC), and Molina (MOH): ✅ Guidance cuts crushed sentiment, but contracts reset in 2026 → margins snap back. ✅ Berkshire Hathaway opened a ~$1.6B position in UNH. ✅ David Tepper’s Appaloosa added ~2.3M shares, now ~12% of his portfolio. ✅ Michael Burry took a UNH stake with both equity and 350,000 call options. ✅ CNC trades at a P/E of ~8, UNH prints massive free cash, and Molina is almost fully institutionally owned. This is how money rotation works: panic → smart money accumulates → upgrades later. I’m holding CNC, MOH, and UNH through the 2026 reset. 📈 Do you think this is the start of a real healthcare rotation, or just a short-term bounce? 💬 Drop your thoughts in the comments. 🔔 Subscribe to follow my portfolio moves and smart money strategies in real time. #Stocks #Investing #Healthcare #UNH #CNC #MOH #WarrenBuffett #MichaelBurry #DavidTepper #SmartMoney #StockMarket #Rotation