From 24/7 Wall St. · Vandita Jadeja · · 1m
Nvidia vs. Eli Lilly: Which Stock Wins Next Decade?
Nvidia's AI infrastructure and Eli Lilly's GLP-1 drugs both surged, but which stock has the cleaner path to 10-year growth?
In brief
Nvidia's AI infrastructure and Eli Lilly's GLP-1 drugs both surged, but which stock has the cleaner path to 10-year growth? Nvidia's platform-driven AI growth outperforms Eli Lilly's drug pipeline for long-term value. Originally reported by 24/7 Wall St..
Nvidia's AI Surge
Nvidia reported $96.22B Q2 revenue, up 105.8% YoY, with data center driving $89.02B.
“AI has reached its inflection point. It's doing useful work. Its tokens are productive and profitable. Now, compute is revenue.”
Eli Lilly's Drug Boom
Eli Lilly reported $22.97B Q2 revenue, up 47.7%, with Mounjaro and Zepbound generating $14.9 billion.
“Lilly's oral GLP-1 Foundeo expanded its U.S. prescriber base from 8,000 to 36,000 in a single quarter.”
Nvidia's Platform Edge
Vera Rubin production ramps to $40 billion revenue opportunity, up from Blackwell Ultra's $25 billion.
“Hyperscaler capex is projected to hit nearly 800 billion in 2026 and 1.3 trillion in 2027.”
Lilly's Drug Pipeline
Retatrutide, a next-gen weight-loss drug, shows weight loss approaching bariatric surgery levels.
“Retatrutide produced weight loss 'approaching bariatric surgery levels' with a BLA filing planned for Q1 2027.”
Risk Comparison
Nvidia faces supply constraints and balance sheet scrutiny, while Lilly struggles with drug concentration and pricing.
“U.S. price fell 9% ex-rebates, and concentration in two drugs is a real vulnerability.”
Long-Term Outlook
Nvidia's forward P/E of 23 with triple-digit growth and 60.4% margins outperforms Lilly's defensive profile.
“For a ten-year lens, Nvidia screens strongest. The forward P/E of 23 against triple-digit growth and a 60.4% operating margin is hard to argue with.”
The takeaway
Nvidia's platform-driven AI growth outperforms Eli Lilly's drug pipeline for long-term value.
