Earnings season is fully underway, and this week brought several names that served as rough proxies for their broader groups. The software sector sold off after ServiceNow’s report, while semiconductors continued to rally after strong prints from Texas Instruments and Intel.

In this post, I’ll be walking through UnitedHealth Group, MSCI, Tesla, and ServiceNow. Lastly, I'll wrap with recent portfolio changes and notable news on existing holdings. Let’s jump right in.

Disclaimer: This is not financial or investment advice. I'm sharing my personal investment decisions and reasoning for educational and informational purposes. Always do your own research before making any investment decisions.