InvestmentGuru — Long-term buying opportunities across the current setup-
$RKLB is becoming the second full-stack launch and space systems player behind SpaceX, with Neutron set to open up the m…↗
Jul 17
Jacob Plieth — $TPST take on the various in vivo Car-T approaches $ABBV $LLY $AZN $RNAC $BMY https://t.co/GeaX9kk0B3↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN
Here's the list:
US Steel $X
Tesla $TSLA
GE A…↗
Jul 16
Adam Feuerstein ✡️ — Eli Lilly $LLY to acquire psychedelics-focused biotech AtaiBeckley $ATAI https://t.co/isB75fiXUd↗
Jul 16
Adam Feuerstein ✡️ — $LLY buying $ATAI for $6.75 per share + $2.50 / share CVR
https://t.co/fbVEs48q6c↗
Jul 10
PhotonBull — @TacticzH Awesome list!
Loce $MELI. Still not sure about $NVO to be honest. I think they are a buy here, but also think $LLY might just be the 'obvious' better buy. But again, the…↗
TheValueist — $NVDA $MU $SNDK $LITE This is a key reason companies will begin migrating in force to OSS LLMs and ablated models. If I work at $GS or $LLY , for example, I damn well don't want to…↗
June 2026 · 24 mentions
Jun 27
Antonio Costa — $LLY Good breakout on high volume. Buyable on a pullback to the pivot. https://t.co/aRZYwS36FJ↗
Adam Feuerstein ✡️ — Today’s STAT @ #ASCO26 newsletter
A momentous standing O for daraxonrasib $RVMD
A chilling review of ivonescimab $SMMT
Lilly’s $LLY vision for in-the-body gene editing
Can les…↗
May 31
Jacob Plieth — MSKCC's Sarc041 trial of Verzenio being discussed at #Asco26 plenary right now... actually a really interesting study, but more for $PFE $ONC CDK4 inhibitors than for $LLY, I recko…↗
May 31
Adam Feuerstein ✡️ — Just came out of the Kelonia presentation of the in vivo BCMA CAR-T update. $LLY $7B bet on turning ex vivo CAR-T obsolete. Early but you can see the vision. #ASCO26 https://t.co/P…↗
Adam Feuerstein ✡️ — Why didn't the folks who track $LLY private jets predict the $CNTA deal?↗
Mar 31
Adam Feuerstein ✡️ — Eli Lilly $LLY to buy Centessa Pharmaceuticals $CNTA, maker of a narcolepsy drug, in $6.3B deal https://t.co/fclVJ7g56x via @DrewQJoseph @elaineywchen↗
InvestmentGuru — 10 BEST GROWTH STOCKS TO BUY RIGHT NOW
$NVDA
→ Price: ~$165 | 52-week high: $212
→ Revenue grew 62% YoY last quarter, net income +65% 
→ Next stage: edge device penetration + sof…
Shay Boloor — $NVDA highlighted $LLY deploying 1,016 Blackwell Ultra GPUs (over 9K petaFLOPs) to build its own dedicated “AI factory” for drug discovery.
This is a single pharma company operati…↗
The Future Investors — What a week it was 😮
Next week looks just as intense 🔥
A full week of earnings:
$PLTR $AMD $LLY $NVO $UBER $ARM $QCOM $GOOGL $AMZN $IREN and many more 📊
Which one are you watc…↗
Jan 30
The Future Investors — $LLY Eli Lilly will invest $3.5B in a new Pennsylvania manufacturing plant to produce next-generation obesity drugs, including retatrutide.
The site supports Lilly’s long-term GLP-…↗
Jan 28
InvestmentGuru — $LLY
Eli Lilly signs up to $1.12 billion deal with private gene-editing firm Seamless↗
Jan 24
InvestmentGuru — The goal isn’t just chasing returns—it’s about strategically positioning for the next wave of innovation and growth.
$TSLA entry $225.55
$NVDA entry $131.18
$AMZN…
December 2025 · 27 mentions
Dec 30
InvestmentGuru — $LLY
$NVO
Novo and Lilly cut prices of weight-loss drugs in China↗
KawzInvests 🦑 — @davidmiedz Seems like $LLY is rushing to close the deal... https://t.co/HxLNvMMIR7↗
Dec 24
Lando — @RentYourStocks Short $LLY is a huge risk imo↗
November 2025 · 13 mentions
Nov 25
The Future Investors — You have $100,000 to invest 💰
Two weight-loss titans are on the table — but you can only choose one for the next 5 years $LLY $NVO
Which do you pick, and why? 🤔 https://t.co/bf…↗
Nov 24
Jacob Plieth — @DrPaulyDeSantis You can click through to the Jaypirca LBA-3 now, but not the others $LLY #ASH25↗
Nov 24
Jacob Plieth — #ASH25 late-breakers are now up (links don't work though): $JNJ $LLY + Kelonia in vivo Car-T! https://t.co/O9NqyOuXya↗
Nov 22
The Future Investors — $LLY Eli Lilly became the first health-care company ever to hit a $1T market cap, powered by explosive demand for its weight-loss drug Zepbound and diabetes treatment Mounjaro 🏥 �…
October 2025 · 10 mentions
Oct 30
Adam Feuerstein ✡️ — $LLY Q3 tirzepatide (Mounjaro/Zepbound) sales: $10.1 billion.
$MRK Q3 Keytruda sales $8.1 billion.
The passing of the torch...↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 24
Adam Feuerstein ✡️ — @A_May_MD @Sanctuary_Bio Non-zero odds $LLY never gets a gene therapy approved by FDA bc Peter Marks works there now?↗
Oct 20
Jacob Plieth — From #ESMO25 yesterday, via @ApexOnco -> how $LLY sprang a surprise for $AZN in FRα. Also key datasets for $GMAB https://t.co/UfWdYMuyKe
September 2025 · 3 mentions
Sep 21
Ben Pouladian — @LogicalThesis @TheBoysInvest $lly retatrutide will be the drug everyone wants↗
Sep 17
Jacob Plieth — Indeed. $MRK $AZN $LLY decisions are clearly driven by numerous factors, not solely the incompetence of UK government.↗
Sep 7
Mike Investing — As rotation in the market occurs in guidance to seasonality, healthcare stocks will now begin to powerfully outperform.
These 5 stocks will see extensive rally’s heading into Nove…↗
August 2025 · 3 mentions
Aug 19
Adam Feuerstein ✡️ — "Pharm to table"
It's the clever buzzphrase bandied around by pharma insiders when promoting their plans to sell drugs directly to consumers.
Cut out the insurers and the PBMs…↗
Adam Feuerstein ✡️ — Eli Lilly’s $LLY much-anticipated obesity pill yields modest results
Orforglipron led to 11% weight loss in late-stage trial, short of Zepbound and Wegovy
https://t.co/nU7lmMbFL…↗
July 2025 · 3 mentions
Jul 28
Jacob Plieth — @alexsgrowth More relevant are other pan-PI3K/mTOR inhibitors, like $LLY samotolisib, and why these bombed. $CELC↗
Jul 19
Space Investor — SPACE GROWN CRYSTALS & MORE
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing ro…↗
Jul 11
Jacob Plieth — #Varda $187m raise to manufacture "drugs in space" got lots of traction yesterday, so I guess people think use of microgravity is pretty novel. But apparently $LLY was doing this a…↗
Jun 25
The Claude Portfolio — Claude sold its entire Eli Lilly position last week. Then the President said the name out loud.
Why Claude isn't chasing it back:
I exited $LLY on June 16, the full position, at…↗
Jun 19
TheValueist — $LLY $NVO Worth a ~$500/month experiment?
EXECUTIVE OVERVIEW
As of June 2026, the best-supported conclusion is that GLP-1 receptor agonists and dual GIP/GLP-1 receptor agonists h…↗
Jun 19
TheValueist — $LLY $NVO I have heard from multiple people that taking GLP-1/GIPs have made them a better investor. There is the beginnings of meaningful research on how GLP-1/GIPs reduce impulsi…↗
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Jun 12
The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…↗
The Claude Portfolio — Commentary: Eli Lilly is Claude's third-largest position at 9.3% of the book
It's up 16.9% since entry and up roughly 19% in the past month
Here's Claude's updated reasoning:
"…↗
Jun 9
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
Jun 9
The Claude Portfolio — Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…↗
Jun 8
The Claude Portfolio — Eli Lilly $LLY having another solid day up 3%
It still is the Claude portfolio's 3rd largest holding
Read below on the most recent reasoning for buying and holding https://t.co/y…↗
Anthony Pompliano 🌪 — Can Eli Lilly become the largest company in the world?
@jvisserlabs thinks so.
"The reason I believe Eli Lilly has a chance to be the largest company in the world, and the number…↗
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 5
The Claude Portfolio — Silver lining in today's sell off.
Eli Lily $LLY is Claude's 3rd largest holding.
It's up 3% today while the broader market sells off. https://t.co/tbLKW72zSB↗
Jun 4
The Claude Portfolio — Commentary: $LLY is one of Claude's larger holdings and has been a consistent winner
It's up another 5% today
Here's Claude's recent reasoning:
Eli Lilly is up 5.5% today, and i…↗
— .@jvisserlabs says Eli Lilly may be one of the best public stocks for the AI trade.
"They just released earnings and revenues are up 55% year-over-year....and they are a trillion…
Jacob Plieth — EFS curves from Libretto-432 study of adjuvant $LLY Retevmo in Ret+ve NSCLC. Via Jonathan Goldman #Asco26 https://t.co/aoqHb4vYPI↗
May 31
Adam Feuerstein ✡️ — Happy Sunday morning, my friends. If you're an #ASCO26 follower, the media embargoes lift at 8 am ET for daraxonrasib, ivonescimab and all the other drugs in this afternoon's plena…↗
May 30
Anthony Pompliano 🌪 — I sat down with @jvisserlabs to discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are under-appreciated, how Eli Lilly's AI partnership…↗
TheValueist — $LLY $NVDA NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery In the Age of AI
January 12, 2026
Companies to Jointly Invest up to $1 Billion Over Five Ye…↗
May 28
TheValueist — $LLY to an all-time high and breaking out. I made it a rule to keep my focus (and my X account) solely on TMT and power sectors so I don't talk about anything else, but I previousl…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
The Future Investors — $LLY Eli Lilly is acquiring Curevo, LimmaTech Biologics, and Vaccine Company to expand its vaccine and infectious disease portfolio 🧬💉
The deals focus on shingles, antibiotic-re…↗
May 25
Adam Feuerstein ✡️ — Eli Lilly $LLY says Verve’s gene editor lowers cholesterol levels in early, but development timelines have slipped.
https://t.co/fuJOPyDwQb via @Jasonmmast↗
May 25
Alphatica — JUST IN: Eli Lilly just reported Phase 1B results for VERVE-102.
A single infusion that permanently turns off the PCSK9 gene in the liver and lowers LDL cholesterol.
The data: me…↗
Adam Feuerstein ✡️ — The #ASCO26 abstracts will be posted tomorrow at 5 pm EDT. What this means, and what is doesn't.
-- No late-breaker abstracts tomorrow. You will not see the plenary session data…↗
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 5
Vulture trades 🦅 — $LLY massive pop $1000 incoming
Don’t say I didn’t warn you. https://t.co/dCETsX03Jf↗
Jason Luongo — 8. $LLY - Eli Lilly
Q1 revenue up 56% to $19.8B. Mounjaro surged 125% to $8.66B. Zepbound hit $4.16B, up 80%. Just raised full-year guidance to $82-85B in revenue. GLP-1 patients…↗
May 3
Alphatica — Q1 2026 earnings season. Here's what the actual 10-Q filings are showing.
238 S&P 500 companies have filed with the SEC. Not press release numbers. Filed accounting.
Revenue grow…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
Alphatica — MORNING INTERNALS | 11:00 AM ET
The biggest earnings week of the year. The internals are waiting.
Five of the Magnificent Seven report in the next 48 hours. FOMC decides Wednesda…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 24
Alphatica — $65 billion net. HUGE day.
This morning we showed you the divergence, breadth negative at 0.87x, but volume positive at 1.51x. We said: "More stocks are red. But the money is gree…↗
Apr 24
Adam Feuerstein ✡️ — Our Readout LOUD interview with @BRobertsVC about Kelonia and $LLY in print form.
https://t.co/DsfGxwcvS3 via @statnews↗
Apr 24
Alphatica — MORNING INTERNALS | 11:43 AM ET
More stocks are red. But the money is green.
Intel surged 19% after hours on a beat and raised guidance. Semis are on a 17-day winning streak. Tru…↗
Apr 24
The Future Investors — $NVO $LLY Novo Nordisk is extending its early lead in the oral obesity race, with Wegovy ramping much faster than Eli Lilly’s Foundayo 💊
Week 2 Prescriptions 📊
Wegovy: 18.4K
F…↗
Apr 23
Adam Feuerstein ✡️ — A VERY SPIRITED interview w/ Venrock VC Bryan Roberts re: Kelonia Therapeutics and its $LLY deal on this week's Readout LOUD podcast.
A CAR-T biotech’s dramatic turnaround, and d…↗
Apr 23
mon — $HIMS x $LLY
This is massive news.
I’ve been saying this from day one. Hims is the Netflix of healthcare, and this just reinforces that view.
What’s happening right now (first N…↗
Apr 23
Shay Boloor — $HIMS CEO said providers on the platform can now send prescriptions for Zepbound vials and KwikPen as well as Mounjaro directly to LillyDirect Pharmacy.
That expands access to $LL…↗
Apr 22
Jacob Plieth — Fun to see $LLY snatch $AZN's double-Asco plenary crown at #Asco26↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 20
Jacob Plieth — Kelonia turns #ASH25 late-breaker into buyout, with $LLY's second move into in vivo Car-T. Via @ApexOnco -> https://t.co/NPhdnuhPu3 $AZN $GILD↗
Apr 20
Jacob Plieth — $LLY Kelonia tech is based on a modified, inactivated lentivector, so similar to $GILD Interius, $ABBV Umoja & $AZN Esobiotec. $ABBV Capstan uses lipid nanoparticle mRNA. https…↗
Apr 20
Jacob Plieth — It's official: $LLY buying Kelonia for $3.25bn + milestones. @ByMadeleineA take on the #ASH25 dataset that triggered this move: https://t.co/nVUNlq7YlO↗
Apr 20
Adam Feuerstein ✡️ — $LLY is buying Kelonia for $3.25 billion (!!!) upfront + milestone payments that could increase deal size to $7B.
Biotech is not back, biotech is now in a stupid valuation bubble…↗
Apr 20
Adam Feuerstein ✡️ — $NKTR reporting 52-week rezpeg results in alopecia areata.
Bottom line: 27% of participants treated with low or high dose of rezpeg achieved a clinically meaningful hair-growth o…↗
Apr 20
The Future Investors — $LLY Eli Lilly is in advanced talks to acquire Kelonia Therapeutics for $2B+ 💰
Kelonia develops next-gen CAR-T therapies: reprogramming the immune system to fight cancer, in a si…↗
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
The Claude Portfolio — To save the timeline, the remaining picks + performance include:
$VST: +1%
$NVDA: +4%
$LLY: +5%
$GLD: +10%
$ICE: 1%
$CI: -2%
$BAH: +6%
$HALO: -2%
$DVN: +1%
$MA: 0%↗
Apr 15
Alphatica — $56 billion net buy. Every mega-cap bought. Not one seller on the tape.
This morning we showed you breadth cooling, A/D 1.07x, NYSE flat, rally narrowing. The institutions didn't…↗
Apr 14
The Claude Portfolio — Correction: Claude actually decided to hold $NOW at its current 8% allocation
We are looking into the reasoning for why it made a last minute change as it originally decided on th…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Martin Shkreli — fascinating structure of $LLY new "peptide" https://t.co/ut52lgkZRi↗
Apr 12
Black Panther Capital — This might be the biggest "tell" of 2026 so far. So please, sit with this for a second:
I was at Easter lunch yesterday with my father-in-law.
This guy has been a investor for 30…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 9
Shay Boloor — $AMZN Pharmacy will offer a $LLY newly approved GLP-1 pill Foundayo with same-day delivery across nearly 3,000 U.S. cities and towns.
Pricing starts at just $1 a day with insuranc…↗
Apr 9
The Future Investors — $LLY Eli Lilly launched Foundayo (orforglipron), a once-daily oral GLP-1 weight loss pill, now available in the U.S. 💊🇺🇸
It can be taken anytime, showed 25–27 lbs average weigh…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 5
InvestmentGuru — The Next Big Winners: Long-Term Investment Ideas:
1. $ASTS — AST SpaceMobile
Space-based cellular broadband direct to smartphones. Several mobile network providers have given the…↗
Apr 2
The Claude Portfolio — 4. Eli Lilly $LLY - 8%
This one was interesting
Claude sees it as the dominant GLP-1 franchise and is buying ahead of an FDA decision on April 10th
Yesterday, that decision was…↗
Apr 1
The Claude Portfolio — Breaking: Claude was right
Yesterday, the Agents invested in Eli Lilly $LLY because of a potential FDA approval for their oral Ozempic.
Today, the FDA approved its Foundayo weigh…↗
Apr 1
KaizenInvestor — 3 stock I think will bounce back in 2026.
1. $HIMS
HIMS is perfectly positioned to capture the new pharma wave. GLP-1 is still the fastest growing TAM outside AI. While the AI T…↗
The Future Investors — $LLY Eli Lilly just got its GLP-1 weight loss pill (Foundayo) approved by the FDA 💊 ✅
It’s less effective than injections like Zepbound, but the daily pill is more convenient and…↗
Apr 1
Adam Feuerstein ✡️ — Eli Lilly’s $LLY obesity pill approved by FDA, setting up fierce competition with Novo Nordisk $NVO https://t.co/9mQ93N6Xe8 via @elaineywchen↗
Apr 1
Shay Boloor — $LLY once-daily weight loss pill just got FDA approval.
Insured patients may pay as little as $25 a month while self-pay pricing ranges from $149 to $349 depending on dose. https:…↗
Apr 1
The Claude Portfolio — 2. Eli Lilly $LLY
This one is interesting
Claude sees it as the dominant GLP-1 franchise and is buying ahead of an FDA decision on April 10th
If it goes Eli's way, it unlocks $5…↗
Apr 1
The Claude Portfolio — Introducing the 15 stocks it picked:
Vistra $VST 10%
Broadcom $AVGO 10%
Thermo Fisher $TMO 9%
Eli Lilly $LLY 8%
Gold $GLD 7%
Cigna $CI 7%
Okta $OKTA 7%
Devon $DVN 6%
Booz Allen $B…↗
Apr 1
Adam Feuerstein ✡️ — $LLY - FDA approved orfoglipron, the oral weight-loss drug. Brand name: Foundayo.
https://t.co/B93i2qQZoo↗
Apr 1
Special Situation Investments — Lilly targets the orexin space in the $5.8B neuroscience bet
- $CNTA to be acquired by $LLY
- $38.00/sh cash + up to $9.00 CVR
- CVR is currently valued at ~$1.72
- CVR tied to FD…↗
The Future Investors — $LLY Eli Lilly is partnering with Insilico Medicine in a $2.75B deal to bring AI-developed drugs to market, combining upfront payments, milestones, and future royalties 💊 🤖 https…↗
Mar 23
Chris — Keeping $HIMS on watch
Whale just loaded $250K into 04/10 OTM calls.
• Peptides approval catalyst
• Price targets getting raised
• 50% retracement overnight
• Wegovy pill now liv…↗
Mar 20
Adam Feuerstein ✡️ — Some interesting comments from Jacob Van Naarden, $LLY head of business development, at STAT's Breakthrough Summit East event yesterday:
On deal volume: Jake, himself, is seeing…↗
Mar 20
Jacob Plieth — $NVS follows $LLY into mutation-selective PI3Kα inhibition. What does this mean for $RLAY $OKUR & $COGT? Via @ApexOnco -> https://t.co/WAzlp5zE7a↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
Mar 20
Jacob Plieth — $NVS paying $2bn for Synnovation's SNV4818, after $LLY paid $1.5bn for Scorpion's STX-478. Mechanistically, seems like good news for $RLAY, bad for $OKUR & $COGT↗
Mar 16
Black Panther Capital — $NBIS is dragging the whole sector up right now.
2 deals within short time with $NVDA and $META.
I’m invested in both $NBIS and $IREN.
I believe fully in both cases and manageme…↗
Mar 11
KaizenInvestor — As patents and prescriptions will fall off, GLP-1 demand will boom. $LLY will make sure they are ready for this surge in demand.↗
Mar 9
Lando — @NighthawkTradez No way does this happen, $LLY hates $NVO↗
Mar 9
Shay Boloor — $AMZN Pharmacy now offers $LLY Zepbound KwikPen with cash-pay pricing starting at $299/month for the 2.5mg starter dose.
Amazon also plans to expand same-day pharmacy delivery fro…↗
Mar 9
KaizenInvestor — It still strikes me how wrongly investors see the GLP-1 drugs. It is not an obesity drug, it is way more than that.
Last year I shared some research on $HIMS and why I think they…↗
Mar 5
Jason Luongo — @maxmarchione How much $LLY stock are we buying?↗
Lando — It’s almost like we knew $LLY was better than $NVO
I don’t have any shares, but there’s a reason one is thrown into the “Mag 8” and one is far from it↗
Feb 23
Shay Boloor — $NVO down ~15% after its next-gen obesity drug CagriSema missed the primary endpoint in Phase 3 vs. $LLY Zepbound. https://t.co/EfyXw4UT3R↗
Feb 23
Adam Feuerstein ✡️ — Novo Nordisk’s $NVO next-gen obesity drug stumbles in $LLY comparison study https://t.co/J4u8f9BHdB via @DrewQJoseph↗
Feb 20
Jacob Plieth — We know $ARVN is no different, and I doubt $OLMA will be. You can game a trial, but you can't really circumvent basic science $AZN $RHHBY $LLY↗
Feb 18
KaizenInvestor — MAJOR $LLY UPDATE:
$LLY just released Phase 3b results for the TOGETHER-PsO trial, and the synergy is undeniable. They tested Taltz (psoriasis) + Zepbound (obesity) vs. Taltz alon…↗
Feb 14
Ben Pouladian — I’m not a drug expert but the similarities in exponential advancements in drugs and computing rhymes with retatrutide and Blackwell $lly $nvda @hubermanlab https://t.co/RV9IVuUZih↗
Feb 12
Tradable Astronaut — In a sea of red everyone
If you are not using @AionAnalytics you are missing out!
Use Code FIRSTTIMER to get started today
$COST l $GIS l $LLY l $ABBV l $BAC l $DIS↗
Feb 12
Tradable Astronaut — Boomer stonks mhm
Let me know if there are any I might be missing, that I should look into. I don't want the overextended ones
$COST $LLY $BAC $GIS $DIS $ABBV https://t.co/BcNS9H…↗
Feb 9
Lando — @StockMKTNewz $LLY just gonna buy everyone out atp↗
Feb 9
Jacob Plieth — @Prof_Oak_ I'd be surprised if the up-front was more than $100m $LLY↗
Feb 9
Jacob Plieth — Important similarity between $LLY Orna's and $BMY Orbital's approaches to in vivo Car-T https://t.co/33fp8R6qnX↗
Feb 9
Jacob Plieth — So $LLY not interested in oncology applications of Orna's in vivo Car-T? $ABBV $AZN $BMY $GILD https://t.co/wB3rR5LID8↗
Feb 9
Adam Feuerstein ✡️ — Eli Lilly $LLY to buy Orna Therapeutics (private) for $2.4 billion. Circular RNA CAR-T therapies. https://t.co/6iPghcwUuM via @matthewherper↗
Feb 9
Jacob Plieth — Interesting disclosure from $ABBV Q4 presentation: ABBV-901 is an anti-FRα ADC - so trying to improve on Elahere given the threats of $GMAB $LLY etc? https://t.co/X1RDASBmcp↗
Feb 8
Adam Feuerstein ✡️ — Innovent (China) - $LLY oncology / immunology research collaboration
Under the terms of the agreement, Innovent will receive a $350 million upfront payment and is eligible to rec…↗
Feb 6
The Future Investors — $NVO $LLY Trump launches online prescription drug platform TrumpRx claiming the lowest prescription drug prices globally.
Targets a wide range of medications, o.a. blockbuster GLP…↗
TheValueist — I've committed to focusing my X account on TMT/Power, but it's hard not to look at this. I've been a long-term $LLY investor for many years. The divergence from $NVO is wild and im…↗
Adam Feuerstein ✡️ — On $LLY '26 guidance, Wolfe Research's Alexandria Hammond notes:
More importantly, we'd flag this revenue guidance includes a global pricing decline in low- to mid-teens driven b…↗
Feb 4
Adam Feuerstein ✡️ — $LLY strong earnings and '26 guidance.
Guidance: Adjusted EPS $33.50-35.00 vs consensus $33.04. Revenue: $80-83B vs consensus $77.64B↗
KaizenInvestor — $LLY jumps 7% higher after a massive Q4 double beat.
Lilly’s latest results show a company firing on all cylinders. Revenue soared 43% this quarter, crossing $19 billion thanks to…↗
Feb 4
Jacob Plieth — Six years after buying Arqule $MRK is talking about nemtabrutinib again. 2027 launch possibility? $LLY https://t.co/Bqzd6fPYZf↗
Feb 3
Jason Luongo — My 2026 playbook - one contrarian pick per sector:
AI Infrastructure - $IREN (not $CRWV)
Space - $RKLB (not $ASTS)
Peptides - $HIMS (not $LLY)
Crypto - $HOOD (not $COIN)
Energy -…↗
Feb 2
Jason Luongo — ALL OF THESE STOCKS REPORT EARNINGS THIS WEEK!
Monday, February 2:
The Walt Disney Company $DIS
Palantir Technologies $PLTR
NXP Semiconductors $NXPI
Simon Property Group $SPG
Tys…↗
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Lando — @Investinc_Intel @Leo_Traydes I agree I think $hims will have its time and it’s definitely MUCH more feasible for them to achieve that $33B MC.
It’ll just require excellent execu…↗
Jan 15
Lando — @Leo_Traydes Lmao I knew $hims was a ticking bomb. Healthcare is hard to break into and they don’t have the scale others have like $LLY or $NVO. Sure it’s good but I don’t typicall…↗
Jan 15
KaizenInvestor — @WealthyReadings $LLY has taken a lot of market share away from $NVO. Novo can fight back as their pill is approved while the Lilly pill approval has postponed. Still there is enou…↗
Jan 15
Adam Feuerstein ✡️ — It seems as if folks on this site who were manipulated into believing $LLY was buying $ABVX before or during #JPM26 are mad at me for trying to warn them it was unlikely.
A good…↗
Jan 15
Adam Feuerstein ✡️ — Is there a single person feeding La Lettre fake biotech takeover tips, or is this a group effort? The stock manipulation is brazen.
First, we learn all the $ABVX $LLY French Mini…↗
Jan 14
Adam Feuerstein ✡️ — $NVO CEO Mike Doustdar was our guest on this week's live taping of the Readout LOUD. And yes, he spoke fairly plainly about his ambition to acquire another developer of obesity dru…↗
Jan 13
Mike Investing — $NVO is the most undervalued healthcare stock, but it won’t stay this way for long …
There is a clear ongoing valuation gap between $LLY & $NVO despite them sharing the same GLP-1…↗
The Future Investors — $NVDA $LLY NVIDIA and Eli Lilly and Company are launching a joint AI lab and will invest up to $1B over five years to accelerate drug discovery with AI 💊 🤖
Will AI drive a drug…↗
Jan 12
TheValueist — $NVDA $LLY NVIDIA and Lilly Announce Co-Innovation AI Lab to Reinvent Drug Discovery in the Age of AI
Companies to Jointly Invest up to $1 Billion Over Five Years in Infrastructure…↗
Jan 12
Shay Boloor — $NVDA & $LLY will invest up to $1B in a joint AI lab focused on drug discovery & development.
It’s another sign the next phase of the AI economy is moving into high-value…↗
Jan 11
KaizenInvestor — @TacticzH Agree, I took 5 years to really start from T0. The comparison won’t change much if you use 4years.
$LLY showing what the real potential of GLP-1 looks like with capable…↗
Jan 11
KaizenInvestor — @TacticzH If you look at the 5-year CAGR instead of the 10-year CAGR, he would have noticed that $LLY is growing at least double the amount of $NVO in revenue and EPS.
That said…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — Top 20 Picks for 2026
1. $NVDA – AI infrastructure king, earnings power still compounding
2. $AMD – AI accelerators + CPU share gains
3. $AVGO – AI networking + software cash mac…↗
Jan 9
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…↗
Jan 8
Adam Feuerstein ✡️ — $LLY runs a psoriatic arthritis marketing study of Zepbound hoping to boost sales of Taltz. @elaineywchen sees right through it.
Eli Lilly’s Zepbound, on top of immunology drug,…↗
Jan 8
KaizenInvestor — $NVO is by far the cheapest pharma stock at the moment. It has a current P/E of 15.7 and a 5-year (CAGR) EPS growth of 22.19%. If they continue this EPS growth, the P/E will be onl…↗
Jan 8
The Future Investors — $LLY $VTYX Eli Lilly will acquire Ventyx Biosciences for $1.2B to expand its pipeline of oral therapies targeting inflammatory-mediated diseases.
The deal strengthens Lilly’s cap…↗
Jan 6
Adam Feuerstein ✡️ — Eli Lilly $LLY reportedly in advanced discussions to acquire Ventyx Biosciences $VTYX for $1B+ -- wires
<Sad trombone>↗
Jan 3
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
Market leadership in 2026 will belong to companies with scale, cash flow, and real AI leverage — not hype.
From $NVDA, $MSFT, $GOOG,…↗
Jan 3
Space Investor — IN-SPACE MANUFACTURING
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing royalty…↗
Dec 23
Black Panther Capital — 🤯 MARKET IS CHANGING FOREVER!
Today my dad arrived for Christmas.
On his 3 hours drive over here, he listened to podcast about stocks.
He has been trading for 30 years.
Legi…↗
Dec 23
KawzInvests 🦑 — Then you layer in the competitive dynamics. The article explicitly says $LLY is negotiating but $JNJ and AstraZeneca $AZN are also monitoring the situation. When you have three maj…↗
Dec 23
Leandro — Didn't expect to be publishing this the day Oral Wegovy got approved in the US, but here we are.
'The Great (Oral) GLP-1 Scare: Why The Stevanato Narrative is Flawed.'
With the (…↗
Dec 23
Leandro — Funny that Novo’s Oral Wegovy got approved just last night…because an article on GLP1s (oral vs injectable) is coming out today at Best Anchor Stocks…
$NVO $STVN $LLY↗
Dec 23
InvestmentGuru — First GLP-1 Weight-Loss Pill Approved in the U.S.
U.S. regulators have approved the first oral GLP-1 weight-loss drug—a tablet formulation from $NVO (Novo Nordisk), based on the s…↗
Dec 22
Lando — @moninvestor Yeah but are the pills as effective?? What is the turnover ratio in patients? I doubt it works as well and will most likely have mixed results, if it is AS effective a…↗
Dec 22
KaizenInvestor — Biotech & Genomics is the 2nd largest growing TAM globally. Despite this potential, the sector remained stagnant in 2025. While capital flooded into AI, pharma was ignored. I expec…↗
Dec 22
Jacob Plieth — $AZN follows $LLY $PFE $AMGN $ONC & $ALPMF into pan-KRAS, but should it be looking more to pan-RAS approaches like $RVMD & $ERAS? Via @ApexOnco -> https://t.co/MioOWziu…↗
Dec 22
Jacob Plieth — @NotGenentech @bioinvestor24 Here's a list of just the clinical pan-RAS & pan-KRAS assets from Oncologypipeline $RVMD $LLY $ONC $RHHBY $PFE $ERAS $AZN $AMGN $ALPMF https://t.co…↗
Dec 22
KaizenInvestor — @TacticzH Made a post about it last night if you want the full story. Also commented on your $NVO post why I’m bullish in the whole pharma/GLP-1 sector.
In short GLP-1 is not onl…↗
Dec 21
KaizenInvestor — $HIMS stands out as one of my highest-conviction picks for 2026. However, the stock is currently facing three distinct headwinds. Below, I outline these challenges and explain why…↗
Dec 21
InvestmentGuru — 20 Companies That Can Lead the Market in 2026
$NVDA — The backbone of the AI revolution. Dominates data-center GPUs, CUDA ecosystem, and AI networking. Pricing power and demand v…↗
Dec 19
Adam Feuerstein ✡️ — Important new FDA reporting from @LizzyLaw_ @statnews
FDA voucher program has become vehicle for political interference in drug review decisions, staffers say
A new program int…↗
Dec 18
InvestmentGuru — $LLY
Lilly's orforglipron helped people maintain weight loss after switching from injectable incretins to oral GLP-1 therapy in first-of-its-kind Phase 3 trial↗
Dec 18
Adam Feuerstein ✡️ — Eli Lilly’s $LLY obesity pill helped patients maintain weight loss after switch from injections https://t.co/QhHWdNaD9M via @elaineywchen↗
Dec 15
InvestmentGuru — Strongest stocks on my watchlist
$PL
$RKLB
$RIVN
$TSLA
$LLY
$NFLX↗
Jacob Plieth — Shock! $LLY reveals Inluriyo + Verzenio combo filing in ESR1m only, despite showing #SABCS25 promise in ESR1w/t. Scoop via @ApexOnco -> https://t.co/gUDeeMpmXb $RHHBY $AZN $ARVN…↗
Dec 11
Adam Feuerstein ✡️ — $LLY Lilly’s next-gen obesity drug delivers major weight loss in Phase 3 trial, but with many discontinuations https://t.co/vreweVAGvx via @elaineywchen↗
Dec 9
Jacob Plieth — If you enjoyed #ASH25 you can catch up on all @ApexOnco coverage, including previews, here -> https://t.co/XIQrEeKMwY $TERN $JNJ $LLY $CGEM $ONC $NRIX $PFE $REGN $KURA↗
Dec 9
Jacob Plieth — $LLY Jaypirca looks best... up to a point. Via @ApexOnco from #ASH25 https://t.co/SgHJrraNrI $ONC $AZN $JNJ $ABBV $NRIX↗
Dec 9
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟲 𝗕𝗲𝘀𝘁 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$HIMS - Hims & Hers
$ISRG - Intuitive Surgical…↗
Dec 3
Jacob Plieth — So I guess I was right a year ago, though I still thought there was significant risk that $LLY Jaypirca wouldn't get full approval without an OS benefit. Now on to 1st-line data at…↗
Adam Feuerstein ✡️ — 🚨🚨🚨🚨$LLY $1 TRILLLION🚨🚨🚨🚨
The first healthcare company to reach this market-value threshold.↗
Nov 19
Jacob Plieth — $GSK just followed $NVS $LLY $PFE & $SNY into myeloid cell engagers. LTZ tech seems to do this via activity at CLEC5A↗
Nov 19
Jacob Plieth — $NRIX Arthur Sands: "We anticipate that $LLY Jaypirca will get full approval." Hence focus for AA of bexobrutideg is triple-exposed population #Jefferies25↗
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
Nov 8
Adam Feuerstein ✡️ — CRISPR-based treatment cuts cholesterol and triglycerides in early study https://t.co/Y03kJtJZYN via @matthewherper $CRSP $NTLA $LLY↗
Nov 6
Adam Feuerstein ✡️ — Also, both $LLY and $NVO are receiving FDA priority review vouchers as part of this government deal.↗
Nov 6
Adam Feuerstein ✡️ — Trump announces deal with Lilly, Novo to expand access to weight loss drugs, cut prices https://t.co/CVaCTfcAZI via @_daniel_payne @elaineywchen $LLY $NVO↗
Nov 4
The Future Investors — $NVO $LLY Eli Lilly and Novo Nordisk are nearing a deal with the White House to price their obesity drugs at $149/month in exchange for Medicare coverage, potentially announced thi…↗
The Future Investors — Here are the 25 Quality Stocks with the highest estimated Free Cash Flow CAGR over the next 3 years 🚀📈
1. $ARM | Arm - 212.0%
2. $CRDO | Credo Tech. - 164.3%
3. $MU | Micron - 1…↗
Oct 19
Jacob Plieth — Something tells me $GMAB is about to get eclipsed in folate receptor alpha ADC $LLY $AZN #ESMO25 https://t.co/tmaxi9P5bt↗
Oct 19
Jacob Plieth — Pretty decent #ESMO25 data for $LLY Mablink-derived FRα ADC LY4170156, which is about to go into phase 3. 40% ORR in FRα 0-24% expressers! $GILD $ABBV $AZN https://t.co/ArytMgHh2e↗
Oct 14
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟲 𝗕𝗲𝘀𝘁 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Healthcare company' are....…↗
Oct 13
Jacob Plieth — #ESMO25 regular abstracts are now live, with first-in-human data being revealed by $LLY $INCY $DSNKY $MRNA $NVS Parabilis & others. Preview via @ApexOnco https://t.co/4oZFL7a5b…↗