The Health Care Company Story

Hiya! I hope you are having a great day. After a lot of trial and error, we have decided to display 3 pieces of news every week (like it is displayed today). It offers a great blend of information and conciseness. Let me know what you think :)

In Today’s (13th) Edition of “Element, by Arsh“ -

• What is happening with healthcare stocks?

• My new favorite company…

• Nvidia Earnings…

POLITICS + HEALTHCARE

RFK Jr. & His Effect On Healthcare Stocks…

US’s New Health Secretary. Over the last week, we have heard some major announcements by Donald Trump about his new administration. We heard about Elon Musk and Vivek Ramaswamy running the Department of Government Efficiency (D.O.G.E), Tulsi Gabbard as the new Director of National Intelligence, and more such news. However, one introduction really had an incredible impact on the stock market, especially on healthcare stocks. I am talking about the announcement that RFK Jr. will become the US’s new health secretary.

Why is his appointment important? His stance on the work of BigPharma has been a vocally critical one. BigPharma refers to massive companies like Eli Lilly, Pfizer, Moderna, etc. who have consistently used shady practices to keep the cost of some essential drugs high (through product shortages). The stocks of these companies have dropped drastically since his appointment. He is also anti-vaccine and believes that very few diseases would exist if it were not for fast food. So, it would be interesting to see what he is planning to and will do in the next 4 years.

Read More Here

NIKE

Nike’s New CEO Started At The Company As An Intern…

NOT FINANCIAL ADVICE.

Nike. I try to not mention the companies I am excited about in the newsletter. But, I have spent the last 2 weeks researching and learning more about Nike as a brand and as an investment.

Why would I do that? To be honest, I am not sure. But, for the last few months, Nike’s stock has been falling aggressively. The people selling the stock claim that Nike has lost its motivation to innovate in footwear and relies A LOT on historically prominent shoes like the Air Jordans and more. They also claim that because of the lack of innovation and focus, the company has lost its loyal followers in running, jogging, and sprinting as companies like Hoka and On Running have taken over. I AGREE WITH ALL THESE CLAIMS! In fact, I have written a few articles about it criticizing the company’s focus.

So, why am I excited? Because things are changing! Nike recently hired a new CEO - Elliot Hill. He has been with the company since the 1980s and has slowly worked up to his current position as the CEO of the company. I believe that he is the right person for the job for a variety of reasons, and is capable of turning around the company for the better.

This is obviously not investment advice. Please do your own research and use that wonderful brain of yours. I just wanted to bring to attention a stock that I find fascinating.

NVIDIA

Nvidia Reports Earnings on Wednesday & It’s Heavily Anticipated…

Nvidia reports earnings. Now that Nvidia has finally become the most valuable company in the world, we have to see if it can maintain its dominance in the future. We might learn more when the company reports earnings on Wednesday this week. Here are the expected numbers -

• Revenue (Expected) → $33.07 Billion

• EPS (Expected) → $0.70

xAI raises money to buy chips. Elon Musk’s AI company, xAI recently announced that they are raising $6 Billion to buy 100,000 Nvidia chips! Meta continues to be a buyer of Nvidia’s products, but as funding for pure AI companies starts to dry, we might see some slowness in Nvidia’s revenue. Nevertheless, it would fascinating to see what the company reports on Wednesday.

Read More About xAI’s Investment Here