LLY - Eli Lilly and Company

Eli Lilly just joined the trillion-dollar club. The hosts mention this as a significant milestone and discuss it as part of the broader market conversation.

Eli Lilly is mentioned as one of the drug makers that signed pricing deals to avoid tariffs. The pharmaceutical tariff landscape will significantly impact companies with overseas manufacturing.

Great company but wait for a deeper decline before buying; not currently a buy at current levels.

Referred to as the 'elite eighth' stock to add to the Mag 7. The host previously suggested adding Eli Lilly when it was approaching $100B market cap. Implied as a long-term hold candidate.

Mentioned as the potential 'Elite 8' addition to the Mag 7 due to its strong performance (approaching $100B market cap milestone).

Same reasoning as Amgen: AI-proof and war-proof.

Lilly is another 'war-proof' stock recommended for a defensive portfolio.

AI-proof, leading in biotech alongside Amgen.

Top pick for long-term; tech exposure through healthcare.

Upcoming pill launch, potential Medicaid/Medicare coverage for obesity drugs, strong management, and limited competition. Partnership with Nvidia for healthcare AI. Target 1288.99 by year end.