The latest quarter and earnings report pretty much confirmed to me that Lilly is firing on all cylinders right now. Before this post-earnings rally, I honestly thought the selloff was overdone. Part of it was just broader market rotation. Money has been flowing into anything AI related while healthcare and a bunch of other sectors are getting left behind. Then there were concerns about Lilly’s new drug, Foundayo, supposedly getting off to a slower than expected start and falling behind Wegovy, which competitor Novo Nordisk ($NVO) offers. Personally, I think that concern is overblown too. Foundayo is the only oral GLP-1 without food or water restrictions, which feels like a pretty massive advantage long term. As employer coverage continues expanding, I think the addressable market for Lilly gets even bigger from here. Do not count them out in this race. Now what excites me most about the future, and what really stands out to me is just how deep the pipeline already is: Tirzepatide, Orforglipron, Retatrutide, Naperiglipron, Macupatide, Bimagrumab, Nisotirostide, Eloralintide They invested heavily into expanding US manufacturing capacity, and Lilly is positioning themselves to dominate the GLP-1 space for a long time. Today they announced they're investing another $4.5 billion to increase capacity at two sites in Indiana, which will focus on producing Mounjaro, Zepbound, and Foundayo. A crazy stat I saw is that only 12.4% of US adults are currently on GLP-1s. Think about how early that still is, this whole weight loss drug movement just getting started. Bullish. I think $LLY eventually rips to new all-time highs and pushes past that $1T market cap threshold sometime around Q1-Q2 2027. The fundamentals keep improving, and I wouldn’t be surprised if the stock really starts moving once the market rotates some money out of AI and back into other high quality growth stories.