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Forensic Accountant
Apr 1, 2026 ยท bullish
The entire market is losing its mind over Musk's $1.75T SpaceX circus while the REAL money move happened right under everyone's nose ๐Ÿ”ฅ Lilly's GLP-1 pill Foundayo just got FDA approval โ€” the first oral version to hit the market after Novo's Wegovy. This isn't some speculative rocket ship, it's a revenue growth monster posting YoY growth that just unlocked a + addressable market. The timing is perfect. While every fund manager is calculating SpaceX allocation spreadsheets, is quietly positioning to dominate the most profitable pharmaceutical category in decades. Oral delivery changes everything โ€” no more weekly injections, massive patient compliance upside. This approval validates their entire GLP-1 strategy and sets up a multi-year growth runway that makes SpaceX's satellite dreams look quaint. The fundamentals are explosive โ€” in revenue with $16.8B in free cash flow, plus they're generating triple-digit net income growth in a market that's just getting started. Everyone's chasing the shiny IPO object while the growth story of the decade is hiding in plain sight ๐Ÿ“ˆ

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