Why I Added This Biotech Stock to My Watchlist

I spent the weekend researching Eli Lilly and wrote a post on Substack about why I added it to my watchlist. I am not a biotech expert, I cannot read a phase three trial, and this is not my natural habitat as an investor. But when you see a one trillion dollar company growing sales revenue 56% year over year with 45% operating margins that look more like a software business than a pharma company, it gets your attention. I walk through my thought process on the stock, the GLP-1 story, the AI drug discovery angle, the Nvidia connection, and why I think the right entry point matters more than chasing it here. I also touch on the software rotation that is quietly happening right now, with IGV outperforming the SOX over the last 28 days, and what that means for bears who are short AI names like Palantir. Big earnings week ahead with Palo Alto, Broadcom, and CrowdStrike all reporting.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #EliLilly #LLY #Biotech #Pharma #GLP1 #AIDisruption #SoftwareStocks #IGV #Palantir #PLTR #AppLovin #APP #Broadcom #AVGO #CrowdStrike #CRWD #PaloAlto #PANW #stockanalysis #marketwatch #RigatoniCapital$LLY $PLTR $APP $AVGO $CRWD $PANW $QQQ $IGV