HUM Daily Charts, page-101

There was a lot of pressure on this stock from 11:30 to almost 4pm. I was watching it starting to fade.

It had to do with inflation fear. You wanna be in safer stocks guys.

And many darlings will throw a downgrade in July and August. Some stocks don't even have revenues. I'll open many short and long positions in July.

HUM can still be acquired at cheaper price by private equity. I have said numerous time that it is cheaper for a US private equity to park their US$ in high cash return business and even if the business stays flat they would be in profit with FX conversion. I don't think some analysts know how to calculate value using sum of the parts.

Now other BNPL (not HUM) can keep shifting accounting cost to avoid Goodwill writedowns, but it is inevitable for other BNPLs. I don't buy it whatever they are saying in their reports.