Buffett, Burry, and... Marjorie Taylor Greene? All Bought This One Stock

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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of finance from last week. Friday, we’ll cover tech, and next Monday, we’ll tackle policy.

This week, we’ve got…

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Warren Buffett just dropped $1.6 billion on UnitedHealth, a stock that’s been through the wringer this year. Between a CEO exit, a DOJ probe, and a cyberattack, UNH has been the worst performer on the Dow in 2025. But the Oracle of Omaha’s move was a green light for the stock’s rebound. UNH’s shares jumped nearly 14% on the news, and suddenly, the health insurance sector doesn’t look so untouchable.

The much-anticipated reveal of Berkshire’s mystery buy-in has hedge funds like Appaloosa and Lone Pine piling in too, betting that the worst is priced in. Michael Burry of The Big Short fame and Congresswoman Marjorie Taylor Greene also bought the stock. UNH is cutting unprofitable contracts, hiking its dividend, and trying to rebuild its beat-and-raise reputation. The fundamentals are still messy, but sentiment is shifting, and that’s often where the money is made.

Zooming out, Bank of America thinks the megacap era might be winding down. If we’re entering a “Recovery” phase, as their models suggest, then value names like UNH could be back in style. Buffett’s not chasing the AI hype train. He’s doing what he’s always done: buying quality companies when they’re out of favor. It might be time to take notes.

Six Flags ($FUN) is having a rough ride. Attendance dropped 9% in Q2, its third straight quarterly loss, and the CEO is stepping down. Ride malfunctions, weather closures, and a heavy debt load have turned the thrill-ride operator upside-down. Meanwhile, SeaWorld ($PRKS) is holding steady, and newer entertainment names like Topgolf Callaway ($MODG) and Lucky Strike Bowling ($LUCK) are pulling in the fun-seekers and their disposable income.

Speaking of disposable, gaming stocks are back and with better fundamentals. Roblox is up 190% year-over-year, Nintendo is up 82%, and Take-Two is up 59%. Nintendo’s riding high on the Switch 2’s release, and Roblox is aging up its user base and pulling in older, higher-spending players (though it’s facing a lot of controversy at the same time). Even EA is finally rewarding shareholders with dividends and buybacks.

And then there’s American Eagle, which went viral with a Sydney Sweeney denim campaign and saw its stock pop 15%. But the buzz didn’t translate to sales. Foot traffic fell, and the brand’s core demo (young women, not President Trump) wasn’t buying it. Consumer trends are as unpredictable as ever. It’s all about adaptation, whether that means pivoting to new experiences, doubling down on digital, or just knowing when to leave the public spotlight.

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

Amazon.com, Inc. (AMZN): +4.61%
Apple, Inc. (AAPL): +1.63%
Alphabet Inc. (GOOG): +1.32%
Broadcom Inc. (AVGO): +0.61%
Meta Platforms, Inc. (META): +0.20%

Walmart Inc. (WMT): -3.11%
Tesla, Inc. (TSLA): -1.14%
Microsoft Corporation (MSFT): -0.90%
Taiwan Semiconductor (TSM): -0.28%
NVIDIA Corporation. (NVDA): -0.03%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

Bilibili Inc. is a leading online entertainment platform for young generations in China. It’s known as “the YouTube of China.”

Current price: $24.79
Target price: $31.29

Applied Digital builds and runs AI-ready data centers and high-performance computing (HPC) infrastructure across the U.S.—designed specifically for GPU-intensive workloads like AI and machine learning. The company switched its focus from blockchain to compute in 2022. It’s a relatively new company, and though it hasn’t established a clear foothold for itself in the industry in terms of revenue and earnings yet, AltIndex’s AI model still gave it a “strong buy” signal.

The signals:

Current price: $14.18
Target price: $19.88

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake