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
Mar 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.
Linked Mentions
Tickers discussed in this post
ELF is a buying opportunity on the current dip.
Service Now is a buying opportunity on the current dip.
The creator is hesitant to average down on Duolingo despite its dip, preferring other stocks.
PayPal has upside potential if acquired, with a potential buyout price of $65-$70 per share.
Microsoft is a good buy at $380, with the creator having purchased shares in multiple portfolios.
Oscar Health is a strong buy with a $30 price target by 2026, despite current market weakness.
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.
