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Jordi Visser believes Eli Lilly has the potential to become the most valuable company in the world, citing ongoing healthcare spending and investments in artificial intelligence.
Anthony Pompliano shared Visser's assessment, noting that Eli Lilly may benefit from these factors while competitor Nvidia is described as more prone to disruption by Visser.
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Pompliano has previously discussed high-profile corporate moves, stating that Elon Musk could merge Tesla and SpaceX within two years in a recent update (see article). He has also commented on equity benchmarks, noting that the S&P 500 is only 2% below its all-time high despite comparisons to past crises (see article). His recent remarks on Eli Lilly follow this pattern of highlighting potential market shifts.