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                   Hi Sarah, here's what you need to know for
                   <strong>
                    August 28th
                   </strong>
                   in
                   <strong>
                    3:15 minutes
                   </strong>
                   .
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                     This under-the-radar defense stock could be a stronghold for your portfolio –
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                     Shares in UnitedHealth – one of Buffett’s biggest healthcare holdings – fell even further, after investors caught wind of escalating investigations
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                     ☕ Finimized over a Cyprus coffee at
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                      Ouzeri
                     </a>
                     in Paphos, Cyprus (☀️ 27°C/81°F)
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               Nvidi…Uh
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               <b>
                What’s going on here?
               </b>
              </p>
              <p data-block-key="23kdr" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Nvidia announced strong results – but because investors expect nothing less from the AI superstar, they barely managed a shrug.
              </p>
              <p data-block-key="3kft6" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What does this mean?
               </b>
              </p>
              <p data-block-key="69vjq" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Nvidia made $46 billion in revenue last quarter – only a touch higher than predicted, but 56% more than the same time last year. And the firm expects to make $54 billion
               <i>
                this
               </i>
               quarter, a little above the previous $53 billion prediction.
              </p>
              <p data-block-key="2cj6o" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Trade tensions stopped Nvidia from shipping a single one of its “H20” AI chips to China last quarter, and that’s not likely to change during this one. But the firm’s data center division made up for that: revenue there was also 56% higher than last year, making up 88% of Nvidia’s total takings.
              </p>
              <p data-block-key="9mee" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Still, investors want Nvidia to shoot past projections, not just scrape by. So, despite the firm approving a $60 billion share buyback, they initially sent the stock down a little.
              </p>
              <p data-block-key="8rbil" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                Why should I care?
               </b>
              </p>
              <p data-block-key="e16uo" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 For markets:
                </i>
               </b>
               <i>
                Nvidia’s the closest investors can get to a crystal ball.
               </i>
              </p>
              <p data-block-key="6boiu" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Nvidia makes up around 8% of the S&amp;P 500, meaning the stock could pull the index as a whole in either direction. But that’s not the only reason investors should pay attention to the firm’s earnings. See, Nvidia’s clients aren’t just buying chips: they’re making purchases across the wider AI ecosystem – from data center infrastructure to nuclear energy. That means Nvidia’s orders can indicate how willing and able companies are to spend in general. If the firm’s booked and busy, that bodes well for a whole range of sectors linked to AI – and, in turn, global stock markets.
              </p>
              <p data-block-key="fjelk" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 Zooming out:
                </i>
               </b>
               <i>
                Nvidia might have competition.
               </i>
              </p>
              <p data-block-key="3ofcp" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Nvidia’s doing America proud, dominating the global market for AI chips. But because China’s been banned from buying the firm’s best chips, it’s working on its own pride-and-joys – with government-funded buildouts across the industry. Just look at chipmaker Huawei, which is set to benefit from access to new factories that have the capacity to
               <i>
                triple
               </i>
               China’s chip production next year.
              </p>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
              </p>
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               <b>
                You might also like:
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                The AI stock you want to know now
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               .
              </p>
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                  <strong>
                   Copy to share story:
                  </strong>
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                   https://app.finimize.com/content/nvidiuh
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                         <span style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; font-weight: bold; color: #E6F14A; display: inline-block;">
                          FROM OUR RESEARCH DESK
                         </span>
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                         <h2 style="font-weight: 700; line-height: 1.25; margin-bottom: 16px; font-size: 24px; color: #FFFFFF; margin: 0 0 4px; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; margin-top: 0;">
                          Indra: A Stealth Defense Stock Play For Your Portfolio
                         </h2>
                         <p style="line-height: 1.5; margin-top: 0; margin-bottom: 16px; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #FFFFFF; margin: 0;">
                          Theodora Lee Joseph, CFA
                         </p>
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                    <td style="padding: 8px 32px 0 0;">
                     <a style="color: #204CE9; text-decoration: underline; font-weight: 500;">
                      <img alt="Indra: A Stealth Defense Stock Play For Your Portfolio" src="https://inboxflows.com/_/image/https%253A%252F%252Ffinimize-img.imgix.net%252Fhttps%253A%252F%252Fchivas-assets.s3-eu-west-1.amazonaws.com%252Fstatic%252Fimages%252FRDrop-Cover-Landscape-Indra.original.jpg%253Ffit%253Dclip%2526h%253DNone%2526ixlib%253Dpython-3.1.2%2526w%253D768%2526s%253Ddad6f5fb27df3e3782a451d16d096e55/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZmaW5pbWl6ZS1pbSIsInRpbWUiOjE3NTYzNjgyNzcuMjQ4NzA5fQ:1urXcb:r5phq-_t6JfnnD-UAB0EQt9yyJzzWq9UWq5nqJmf_S4" style="max-width: 300px; border-radius: 4px;" width="300"/>
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                    <td class="premium-story-text" style="padding-top: 24px;">
                     <p data-block-key="xjbe2" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      For most of its existence,
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       Indra Sistemas
                      </a>
                      has been easy to overlook – a steady Spanish IT and consulting firm with a defense arm that never really took center stage. But now something’s changed.
                     </p>
                     <p data-block-key="3iecp" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      Management has been reshaping the portfolio, and Europe’s defense budgets are booming; suddenly, Indra looks like one of the
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       most interesting
                      </a>
                      mid-cap opportunities around.
                     </p>
                     <p data-block-key="60ukp" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      The market hasn’t fully caught on yet. The
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       stock
                      </a>
                      has moved, but investors are still treating this firm like a low-growth IT shop.
                     </p>
                     <p data-block-key="9t4n7" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      That makes this
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       a rare setup
                      </a>
                      : a company in structural transition, with clear advantages, and still priced below where it could be once the market notices it.
                     </p>
                     <p data-block-key="dcgji" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      Let me put this another way: the upside here isn’t simply theoretical, it’s
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       visible
                      </a>
                      .
                     </p>
                     <p data-block-key="ddod7" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; color: #fff;">
                      That’s the latest Research:
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       a stealth defense stock play for your portfolio
                      </a>
                      .
                     </p>
                     <p data-block-key="4h195" style="font-size: 16px; line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0; color: #fff;">
                      <a style="color: inherit; text-decoration: underline; font-weight: inherit;">
                       <b>
                        Read or listen to the Research here
                       </b>
                      </a>
                     </p>
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                    I
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                     nsure your bitcoin like it’s your most valuable asset – because it probably is
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                    Your bitcoin stack could well be worth more than your car, your furniture… maybe even your house. And life insurance that’s priced in bitcoin could help you protect it, pass it on, and even unlock liquidity when you need it – all without selling a single sat. So spend 30 minutes with us and Meanwhile’s Jason Leibowitz to find out how.
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           <tr>
            <td align="left" class="article-body" style="font-size:0px;padding:0;word-break:break-word;">
             <div style="font-family:Helvetica, Arial, sans-serif;;font-size:13px;line-height:1;text-align:left;color:#000000;">
              <h4 class="text-body" style="font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; font-weight: 700; line-height: 1.25; margin-bottom: 16px; color: #171E27; font-size: 16px; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; margin-top: 0;">
              </h4>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
              </p>
              <p data-block-key="i30ep" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What’s going on here?
               </b>
              </p>
              <p data-block-key="1m4e2" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               UnitedHealth’s regulatory check-up got upgraded to a full physical, and – to Warren Buffett’s dismay – the stock came down with a cold.
              </p>
              <p data-block-key="camm4" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                What does this mean?
               </b>
              </p>
              <p data-block-key="flqgm" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               This year alone, UnitedHealth lost its CEO, broke a decade-long streak of beating earnings,
               <i>
                and
               </i>
               became the target of investigations by the Department of Justice (DoJ) and the Federal Trade Commission. No wonder its shares were down 40% even before the latest news.
              </p>
              <p data-block-key="1nvi8" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Then, this week, reports spread that the DoJ will expand its scope to examine UnitedHealth’s pharmacy arm and doctor payment practices. The firm, for its part, has implemented a “public responsibility committee” to try and repair its reputation. But it’ll take more than good PR to appease investors: they pushed the stock down another 1.5%, wiping off $4 billion in market value.
              </p>
              <p data-block-key="cp91u" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                Why should I care?
               </b>
              </p>
              <p data-block-key="do0tc" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 For markets:
                </i>
               </b>
               <i>
                United we stand, united we fall.
               </i>
              </p>
              <p data-block-key="402o4" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Even if UnitedHealth isn’t officially charged, these regulatory probes can scare investors off. For good reason: prolonged uncertainty is the last thing you want in your portfolio – and these sort of investigations can drag on for years.
              </p>
              <p data-block-key="7qfi1" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               ⚠️ Bear in mind, this won’t just affect UnitedHealth. The firm – worth $270 billion – is one of America’s three biggest medical middlemen. And together, the trio influence prescription drug prices across the country. So if UnitedHealth is shaken up, then
               <b>
                insurers
               </b>
               ,
               <b>
                hospitals
               </b>
               , and
               <b>
                drugmakers
               </b>
               could be thrown off-center, too.
              </p>
              <p data-block-key="foogj" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               <b>
                <i>
                 Zooming out:
                </i>
               </b>
               <i>
                It’s a bargain… or a bust.
               </i>
              </p>
              <p data-block-key="6i7kb" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
               Some seriously big names are doubting that UnitedHealth’s headaches will last (and not just because the firm has unlimited ibuprofen access.) Legendary investors
               <b>
                Warren Buffett
               </b>
               ,
               <b>
                Michael Burry
               </b>
               , and
               <b>
                David Tepper
               </b>
               have all bought into the stock this year. That’s big: the three aren’t known for sharing the same, uh, shares. But they all seem to believe that investors have been too harsh, leaving UnitedHealth’s stock cheaper than it should be.
              </p>
              <p style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
              </p>
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               <b>
                You might also like:
               </b>
               <a style="color: #204CE9; text-decoration: underline; font-weight: 500;">
                The sector Buffett’s betting on – and where to find value in it
               </a>
               .
              </p>
             </div>
            </td>
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                 <p class="text-small text-black60" style="line-height: 1.5; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0; color: #71767B; font-size: 14px;">
                  <strong>
                   Copy to share story:
                  </strong>
                  <a class="text-black60 font-normal" style="text-decoration: underline; font-weight: 400; color: #71767B;" target="_blank">
                   https://app.finimize.com/content/health-scare
                  </a>
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             </p>
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</td></tr></table><![endif]-->
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                  QUOTE OF THE DAY
                 </div>
                </td>
                <td class="quote-content-cell" style="padding-left: 10px; vertical-align: top;" valign="top">
                 <p class="font-heading font-bold text-navy leading-snug mb-2 text-subtitle" data-block-key="cygyq" style="margin-top: 0; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; font-weight: 700; line-height: 1.375; margin-bottom: 8px; color: #0C73EC; font-size: 20px;">
                  "Life is far too important a thing ever to talk seriously about."
                 </p>
                 <span class="text-caption font-normal text-blackLight leading-normal" style="font-weight: 400; line-height: 1.5; color: #3C4857; font-size: 12px;">
                  – Oscar Wilde (an Irish author and poet)
                 </span>
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             </p>
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</td></tr></table><![endif]-->
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                       <p class="content-box-header mb-4" style="line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; font-weight: 900; font-size: 16px; margin-bottom: 16px;">
                        🎯 On Our Radar
                       </p>
                       <p data-block-key="wnzwo" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        1.
                        <b>
                         There’s nothing like a steady pair of hands.
                        </b>
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         The right founder
                        </a>
                        can make or break a company – especially when the going gets tough.
                       </p>
                       <p data-block-key="7cg86" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        2.
                        <b>
                         Superintelligence might be a long way off…
                        </b>
                        This
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         simple question fries ChatGPT’s brain
                        </a>
                        every time.
                       </p>
                       <p data-block-key="bofod" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        3.
                        <b>
                         “The Jackass of food”.
                        </b>
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         Mealtime used to be Epic
                        </a>
                        .
                       </p>
                       <p data-block-key="9uejm" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        4.
                        <b>
                         Meta hired top AI talent – but it couldn’t keep them.
                        </b>
                        After snagging their nine-figure paychecks,
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         researchers are already leaving the lab
                        </a>
                        .
                       </p>
                       <p data-block-key="beao7" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
                        5.
                        <b>
                         Watch your words.
                        </b>
                        These glasses (yup, glasses) are
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         listening to your every word
                        </a>
                        .
                       </p>
                      </div>
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                        🎙 Finimize Live
                       </p>
                       <h4 data-block-key="9kfl2" style="font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif; font-weight: 700; line-height: 1.25; margin-bottom: 16px; margin-top: 24px; color: #171E27; font-size: 20px; font-family: 'Poppins', Helvetica, arial, -apple-system, sans-serif;">
                        Grab your free tickets...
                       </h4>
                       <p data-block-key="ahgdb" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        🔎
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         Decoding Market Winners and Losers
                        </a>
                        : September 2nd
                       </p>
                       <p data-block-key="2cj2j" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        📋
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         Wealth Planning For This Generation And Beyond
                        </a>
                        : September 16th
                       </p>
                       <p data-block-key="78d0h" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px;">
                        🔭
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         How To Spot The US Market’s Hidden Gems
                        </a>
                        : October 7th
                       </p>
                       <p data-block-key="5qpiq" style="font-size: 16px; line-height: 1.5; color: #283444; font-family: 'Helvetica Neue', Helvetica, arial, -apple-system, sans-serif; margin-top: 0; margin-bottom: 16px; margin: 0;">
                        🚀
                        <a style="color: #204CE9; font-weight: 500; text-decoration: underline;">
                         Modern Investor Summit 2025
                        </a>
                        : December 2nd and 3rd
                       </p>
                      </div>
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