Selling UNH, Rotating Into High-Conviction Tech + Bitcoin Ahead of Fed Decision

1. Portfolio Moves

• Selling out of UNH

  • Rotating capital away from slow-growth healthcare

  • Taking profits / reallocating toward higher-upside opportunities

  • UNH stability appreciated, but limited near-term catalysts

2. New Buys / Adds

• CRM (Salesforce)

  • Strong enterprise demand

  • AI integration driving margin expansion

  • Attractive valuation relative to growth

• META

  • Earnings strength + ad revenue resilience

  • AI + Reels boosting engagement

  • Long-term capex is high, but future returns look strong

• AMD

  • Benefiting from AI demand and server competition with NVDA

  • Strong product roadmap (MI300, etc.)

• NVDA

  • Still the leader in AI hardware

  • Strong demand despite high expectations

  • Watching for supply constraints and margin trends

• UPS

  • Rebounding volumes

  • Cost restructuring starting to show results

  • Potential macro tailwinds if rates fall

3. Crypto Allocation

• Adding Bitcoin

  • Hedge against long-term monetary policy uncertainty

  • Still strong ETF inflows

  • Halving cycle tailwinds

4. Macro to Watch

• Federal Reserve Decision

  • Will the Fed hint at cuts?

  • Market volatility around dot plot expectations

  • How guidance impacts tech valuations and risk assets

  • Impact on yields → which directly affects growth stocks and Bitcoin

    
    

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