Recursion Pharmaceuticals (RXRX) is a highly speculative "spec play" using AI for drug development, but it has lost significant value and is not a safe investment.
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5 Stocks Cathie Wood is BUYING NOW!
Jul 12, 2026
The creator discusses Cathie Wood's recent stock purchases, focusing on Eli Lilly (LLY). The video highlights LLY's strong growth driven by its GLP-1 drugs for weight loss and diabetes, its significant market share, and future catalysts like its new oral GLP-1 pill and manufacturing expansion. The creator also mentions that LLY has broken the trillion-dollar market cap.
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Tickers discussed in this post
This fintech company is a "steal" with high growth and a P/E ratio below sector levels, making it an attractive buy.
SoFi Technologies is a buy, as the market has overreacted to short-seller allegations and lost business, while the company shows strong revenue growth, customer acquisition, and strategic AI integration.
SpaceX is a top pick due to its acquisition of Cursor, positioning it as an AI giant with a massive market opportunity, despite its significant post-IPO price drop and high valuation.
Eli Lilly (LLY) is a high-quality biotech with tremendous growth, driven by its dominance in the GLP-1 market, making it a strong buy.