Eli Lilly Goes Full-Send on GLP-1 Monopoly with New $27 Billion Manufacturing Investment...

If you thought the future of American capitalism was about innovation, sustainability, or whatever buzzword Larry Fink is peddling this quarter, think again. The real money? AI data centers and fat-loss drugs—because one makes machines smarter, and the other makes humans smaller.

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In short, while every AI company and their mother are busy building server farms the size of small countries to hoard computing power, Eli Lilly is doing the biotech equivalent of it with U.S. manufacturing plants. For instance, the company is officially dropping another $27 billion on four new U.S. manufacturing plants to keep up with the ravenous demand for its blockbuster GLP-1 weight-loss injections, Zepbound and Mounjaro. That’s on top of the $23 billion it’s already spent since 2020, meaning the company has now poured over $50 billion into making sure America stays fat but fixable.

(Source: CNBC)

Translation: Eli Lilly is snatching up every last factory, lab, and supply chain bottleneck to make sure there’s never a shortage of its miracle fat-melting juice ever again. And why wouldn’t they? Analysts expect the global obesity drug market to be worth over $150 billion annually by the early 2030s. Can you see the dolla, dolla bills yet? 

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Another note to this, is the way Eli Lilly announced this new capex. Simply put, Lilly made sure to unveil its big bet in Washington, D.C., where Daddy Trump & the boys were on hand to remind everyone that reshoring manufacturing is now a patriotic duty. Which to be fair, is smart—because if we’ve learned anything over the last few years is that if you want to avoid tariffs, regulations, or mean tweets from the president, you better build sh*t in America. And I for one, have no problem with that.

The funny part? After Eli Lilly made the announcement, Commerce Howard Lutnick literally thanked them for “doing exactly what the president was hoping would happen” LOL. I don’t know about you, but to me, that comment gave me GodFather vibes. But alas, the bottom line here is this: Forget crypto. Forget the metaverse. The two biggest bets in American business right now are AI and weight loss drugs.

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Eli Lilly is spending like a drunken sailor to lock down the future of GLP-1 dominance, while big tech is hoarding GPUs like they’re prepping for World War III. And both sectors have one thing in common: they’re selling people a dream.

For Eli Lilly, the dream is something that will never go out of demand, and if you’re not even the slightest bit thinking about taking advantage of the trend—then it’s about high time you start. In the end, keep your eyes on this new investment from Eli Lilly, especially with the foothold they have on the GLP-1 market (the fact, that Hims crashed and burned after the GLP-1 shortage was lifted should tell you everything you need to know about Eli and Novo Nordisk's monopoly). 

So with that, do what you will with this information and place your bets accordingly, friends. As always stay safe and stay frosty! Until next time… 

P.S. My buddy Jared is sharp as hell—probably one of the smartest guys I know. But when it comes to investing? An absolute clown. Why? Because he doesn’t grasp the one thing that separates winners from losers in the market: information. And not just any information—I’m talking about the kind of intel that Wall Street hoards like the FBI hoards Hunter Biden's laptop—because the second retail traders get their hands on it, their edge starts to disappear.

Moral of the story here? Don’t be a Jared. Get access to the real market-moving data, the stuff hidden behind paywalls and institutional gatekeeping by joining Stocks.News premium. At the end of the day, the market isn’t playing fair—so why should you? 

Stocks.News does not hold positions in companies mentioned in the article.