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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of finance from last week. Friday, we’ll cover tech, and next Monday, we’ll tackle policy.

This week, we’ve got…

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Eli Lilly just became healthcare's first trillion-dollar company, and honestly, it's less of a milestone and more of a victory lap. The Indianapolis drugmaker's weight-loss injection Zepbound and diabetes treatment Mounjaro are printing money ($10.11 billion combined in Q3 alone), while chief rival Novo Nordisk is having what can only be described as a very bad year.

Novo's stock cratered 45% in 2025, hit a four-year low this week, and just watched its golden goose Alzheimer's drug spectacularly fail in trials. The Danish giant also fired its CEO, replaced half its board, and is now cutting 10% of its workforce. Meanwhile, Lilly's stock is up 37% and the company is building a $6.5 billion Texas facility to crank out an oral version of its blockbuster drugs. The weight-loss market could hit $150 billion by the early 2030s, and right now there's a clear frontrunner.

If you’ve been on the outside of healthcare, now’s a good time to take the inside lane: Lilly has momentum, manufacturing capacity, and a product pipeline that's actually working. Novo is scrambling. The full breakdown is worth your time.

Ray Dalio confirmed we're in a bubble, but told investors not to panic-sell. In other words, “Don’t sell, we need you for exit liquidity!” But actually, here’s his real logic: bubbles need a pin to pop them, and tighter monetary policy isn't it. Wealth taxes, maybe. Either way, he sees portfolio diversification as a key to surviving the bubble (buying gold in particular).

On the other hand, Nvidia CEO Jensen Huang brushed off bubble talk, saying, "We see something very different." And yeah, who wouldn’t with the year they’ve had? (Although GOOGL is seriously giving NVDA a run for its money, threatening to take Meta’s chip orders.) Still, Dalio's less convinced, warning that when valuations hit this territory, the next decade's returns tend to suck.

Meanwhile, Bitcoin ETFs are bleeding, on track for their worst month since launching nearly two years ago. Investors pulled $3.5 billion in November, nearly matching February's record. Permabulls are still calling for Bitcoin to hit $200,000 by January's end, and $3 million by 2030. That’s the party line, at least. The crypto faithful are holding, but then again, there’s hardly a market with more of a sunk-cost fallacy problem.

A lot can happen in a week!

Let’s take a quick look at who struck gold and who struck out since our last issue:

Alphabet (GOOGL): +12.80%
Broadcom (AVGO): +9.82%
Meta Platforms, Inc. (META): +4.45%
Apple, Inc. (AAPL): +4.12%

Oracle Corporation (ORCL): -10.57%
Microsoft Corporation (MSFT): -7.16%
NVIDIA Corporation (NVDA): -4.01%
Exxon Mobil Corporation (XOM): -2.41%

Analysis provided by ​altindex.com​.

Remember to always DYOR.

SoFi Technologies Inc. (NASDAQ: SOFI) is a fintech company offering a suite of financial products including loans, investing, and banking services through its digital platform. Founded in 2011, SoFi's mission is to help its members achieve financial independence by providing comprehensive financial services in a user-friendly, digital-first approach. The company has grown significantly, leveraging its technology to attract over 23 million visitors to its web platform while maintaining a strong presence across various social media channels like Instagram and Twitter.

Current price: $28.53
Target price: $33

Nucor Corporation is a leading American producer of steel and related products headquartered in Charlotte, North Carolina. As the largest steel producer in the United States, Nucor has a diversified portfolio that includes steel mills, steel products, and raw materials. The company is well-known for its innovative approach to steel manufacturing and its commitment to sustainability, which is reflected in its efficient recycling processes. Nucor aims to be a leader in environmental responsibility while also focusing on growth and profitability through strategic investments and acquisitions.

Current price: $157.48
Target price: $182.58

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake of Invested Inc.