Author lists a broad set of value picks, with the strongest explicit theses on healthcare recovery, LLY's obesity pill, memory/storage supply-demand, HOOD's regulatory and prediction-market catalysts, data centers, ELF margins, and speculative names.
LLY — LONG The author argues Eli Lilly still has growth ahead, citing an upcoming FDA approval for its obesity pill. The pill is expected to take significant market share from Novo Nordisk because it lacks the dietary restrictions associated with NVO's pill. The stated catalyst is the FDA approval, with no specific risk given beyond the prior volatile year.
I still see growth with their FDA approval coming up. Their pill will supersede NVOs because of not having dietary restrictions to go with their pill. They'll grab significant market share.
HOOD — LONG The author expects Robinhood to rise once Congress passes a bill, and sees its expansion into prediction markets as a profitable middleman business. The stated catalysts are the legislative bill and prediction-market expansion, with no specific risk given.
Once those very nice people in congress pass that bill, HOOD will go back up. They're also expanding into "prediction markets" aka gambling so no way they dont make money on that.
ELF — LONG The author argues e.l.f. Beauty will return to all-time highs once it gets control of its margins, noting China is its main supplier. The stated catalyst is margin control, with the China supply dependence as the implied risk.
ELF, China is their main supplier and once they get control of their margins, this will be back to seeing ATHs.
This Reddit post, published January 23, 2026, features u/billythabeast discussing LLY, HOOD, ELF. 3 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/billythabeast · Tickers: LLY, HOOD, ELF