Weight Loss Stocks Are Beating AI Stocks

You may find this surprising, but the chart I am sharing below is not an AI stock. It has nothing to do with AI. It does not build software products, either.

Actually, what it makes, and is now known for, is weight loss drugs. It’s also, as of this writing, a $900+ billion company:

The company is Eli Lilly or ticker LLY.

Eli Lilly’s new drug Tirzepatide, sold as Mounjaro and Zepbound, is shaking up weight loss treatment. The elevator pitch is simple and people are clearly running, not walking, to order it from their local doctor: slows digestion, changes the metabolism function, encourages burning of weight rather than storage, and cuts hunger, helping people lose a lot of weight in studies.

How does it work? The patient is given it weekly as a shot.

I personally am not a fan of jabs. To some degree, I think we are jab obsessed nation. So, while all seems great, and some people are indeed losing weight, I would encourage everyone to think about the long-term a bit. These drugs have never been performed on the human species, at scale, for this long periods of time, specifically for weight loss, and without diabetes present at all.

Who knows what it may lead to.

But I digress.

The real story is this: is AI really all the hype? Or is there more out there? The market speaks in remarkable ways and weight loss drugs may be more of a long-term winner.

Oh, by the way, I’ve written about this before here: https://scheplick.com/2024/07/10/the-first-trillion-dollar-healthcare-company/

Stay tuned.

I also recorded a video on GLP-1 and weight loss stocks here.

Written by Stefan Cheplick, a fintech builder and writer with experience at Stocktwits and TradingView. Background and published work.