Eli Lilly becomes the AI winner of science

Result

If held over the last 3 months (Jul 30, 2026 – Oct 29, 2026): +3.0%. Over the same days: S&P 500 +5.2%.

What it holds

• Eli Lilly, 100% of the money, +5.5% over 3 months: LLY (Eli Lilly). AI speeds up drug discovery, and Lilly leads it.

The plan behind it

Jordi Visser wrote on 20 Oct that Eli Lilly is about to make new all-time highs. He thinks it could be the largest US company by the end of the decade and that 2027 will be the year of AI-driven cures. This holds Eli Lilly.

On June 4th, I published a paper titled, The Fireworks Show is Over regarding the AI infrastructure trade arguing from here, it would follow the Nvidia stuck in mud frustrating grind higher. On June 5th, I published this piece on Eli Lilly with these words. "I want to make sure my feelings on the importance of this paper are clear with some extreme hot takes to start. First, I believe by the end of this decade, Eli Lilly could be the largest company in the US. Second, Eli Lilly is the becoming the most important AI company in the world." Eli Lilly is about to make new all time highs. It is on pace for its 10th double digit positive year in a row with a CAGR of 30+% over the 10 years. The S&P 1500 Pharma, Biotech and Life Science index is making new 52 week highs today and up 21% since June 5th as the Fireworks in picks and shovels has spread to longevity. As I show every week in the videos, the science inflection point from agents swarms working together on the worlds most important problems is where we are in the exponential. This includes, embodied AI and longevity AI. 2027 will be the year of cures and science shock and awe from AI. Don't get caught listening to the "AI Bubble" echo chamber. Billions of Einsteins working together on the worlds great problems or worrying about whether Coreweave will be ok in 5 years. Hmmm.

Picked by fxyz from @jvisserlabs’s post.

What would prove it wrong: Lilly fails to make new highs and its sales growth slows.

FAQ

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