Zeta is a stock the creator loves and is willing to average up on.
Source Post
Novo Nordisk ($NVO) vs Eli Lilly ($LLY) And Super Micro Computer ($SMCI) Drama
The RoseMar 21, 2026
The creator discusses Novo Nordisk and Eli Lilly, focusing on their competition in the GLP-1 and oral weight loss markets. The creator also touches on Super Micro Computer and an alleged scheme involving Nvidia chips.
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Tickers discussed in this post
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Microsoft is a good buy at $380, with the creator having purchased shares in multiple portfolios.
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Nvidia chips are mentioned as part of an alleged scheme involving Super Micro Computer.
Super Micro Computer is mentioned in the context of alleged schemes involving Nvidia chips.
Eli Lilly's delayed FDA decision for its oral pill creates an opportunity for Novo Nordisk.
Novo Nordisk is a buy due to its renewed focus on the GLP1 market and Eli Lilly's delayed FDA decision for their oral pill.