Eli Lilly’s $Eli Lilly(LLY)$ r

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Shyon
2025-11-13

Eli Lilly’s $Eli Lilly(LLY)$ rally highlights the ongoing shift from growth to value stocks. Its leadership in weight-loss drugs and upcoming oral GLP-1 launch make the $1 trillion valuation look increasingly justified. Demand is structural, not speculative, so I believe LLY still has room to run.

Novo Nordisk $Novo-Nordisk A/S(NVO )$ , meanwhile, looks like a potential rebound play. With expectations reset after pricing pressure and cautious guidance, any stabilization in margins or faster oral semaglutide rollout could spark a recovery. I’d consider adding on dips.

UnitedHealth’s $UnitedHealth(UNH)$ bounce also stands out — strong premium growth and raised EPS guidance show resilience. I think it still has upside, especially as investors rotate toward reliable earnings. Beyond healthcare, industrials and consumer staples are quietly gaining strength too.

@Tiger_comments @TigerStars

# Sector Rotation: LLY Breaks $1,000, UNH Rebounds: Shift to Value Stocks?

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Merle Ted
·2025-11-13
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LLY市盈率仍低于历史平均水平！对于那些需要更多解释为什么它有更多运行空间的人来说，它仍然相对便宜！哈哈哈为了短裤！

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- Shyon:
  有趣的评论
  2025-11-13
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Yaomao
·2025-11-13
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Solid analysis! LLY's pipeline strength and UNH's EPS guidance are indeed compelling. Adding on dips makes sense. [强]
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- Shyon:
  Strong healthcare stock
  2025-11-14
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Valerie Archibald
·2025-11-13
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NVO has to be one of the worst investments I ever made in my life!

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- Shyon:
  That's a pain! Nvm we learnt from mistake
  2025-11-13
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icycrystal
·2025-11-15
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thanks for sharing
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- Shyon:
  Thanks for support yea
  2025-11-16
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","winRationPercentage":62.121212,"tradeVolumeEst":0},"themes":[{"themeId":"b940b433c05d4aada5a23086a0a247b4","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Sector Rotation: LLY Breaks $1,000, UNH Rebounds: Shift to Value Stocks?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":b940b433c05d4aada5a23086a0a247b4}&rnconfig={\"headerBarHidden\": true}","description":"DJIA, representing the traditional economy, surged strongly to notch its 16th record closing high of the year, while the tech-heavy Nasdaq Composite ended lower.\nOn Wednesday, Eli Lilly jumped to $1,017, hitting another all-time high with its market cap nearing $1 trillion! UnitedHealth has surged 5.8% over the past two days.\nAs tech stocks rotate into value plays, have you caught this sector rotation?\nWith Eli Lilly breaking new highs, is Novo Nordisk now undervalued?\nDo you believe UNH’s rebound has more room to run?\nBesides healthcare, which other value stocks are climbing lately?","image":"https://community-static.tradeup.com/news/b6852c973472c1ba359794a3c78218b3"}],"images":[{"img":"https://community-static.tradeup.com/news/759d0ed88954743a5cd6628521269d15"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/759d0ed88954743a5cd6628521269d15"}],"html":"<html><head></head><body>Eli Lilly’s <a href=\"https://ttm.financial/S/LLY\"> $Eli Lilly(LLY)$ </a> rally highlights the ongoing shift from growth to value stocks. Its leadership in weight-loss drugs and upcoming oral GLP-1 launch make the $1 trillion valuation look increasingly justified. Demand is structural, not speculative, so I believe LLY still has room to run.\n\nNovo Nordisk <a href=\"https://ttm.financial/S/NVO\"> $Novo-Nordisk A/S(</a><a href=\"https://ttm.financial/S/NVO\">NVO</a><a href=\"https://ttm.financial/S/NVO\">)$ </a>, meanwhile, looks like a potential rebound play. With expectations reset after pricing pressure and cautious guidance, any stabilization in margins or faster oral semaglutide rollout could spark a recovery. I’d consider adding on dips.\nUnitedHealth’s <a href=\"https://ttm.financial/S/UNH\"> $UnitedHealth(UNH)$ </a> bounce also stands out — strong premium growth and raised EPS guidance show resilience. I think it still has upside, especially as investors rotate toward reliable earnings. Beyond healthcare, industrials and consumer staples are quietly gaining strength too.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/759d0ed88954743a5cd6628521269d15\"></t-t></body></html>","htmlText":"<html><head></head><body>Eli Lilly’s <a href=\"https://ttm.financial/S/LLY\"> $Eli Lilly(LLY)$ </a> rally highlights the ongoing shift from growth to value stocks. Its leadership in weight-loss drugs and upcoming oral GLP-1 launch make the $1 trillion valuation look increasingly justified. Demand is structural, not speculative, so I believe LLY still has room to run.\n\nNovo Nordisk <a href=\"https://ttm.financial/S/NVO\"> $Novo-Nordisk A/S(</a><a href=\"https://ttm.financial/S/NVO\">NVO</a><a href=\"https://ttm.financial/S/NVO\">)$ </a>, meanwhile, looks like a potential rebound play. With expectations reset after pricing pressure and cautious guidance, any stabilization in margins or faster oral semaglutide rollout could spark a recovery. I’d consider adding on dips.\nUnitedHealth’s <a href=\"https://ttm.financial/S/UNH\"> $UnitedHealth(UNH)$ </a> bounce also stands out — strong premium growth and raised EPS guidance show resilience. I think it still has upside, especially as investors rotate toward reliable earnings. Beyond healthcare, industrials and consumer staples are quietly gaining strength too.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/759d0ed88954743a5cd6628521269d15\"></t-t></body></html>","text":"Eli Lilly’s $Eli Lilly(LLY)$ rally highlights the ongoing shift from growth to value stocks. 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LLY's pipeline strength and UNH's EPS guidance are indeed compelling. Adding on dips makes sense. [强]","text":"Solid analysis! LLY's pipeline strength and UNH's EPS guidance are indeed compelling. Adding on dips makes sense. [强]","html":"Solid analysis! LLY's pipeline strength and UNH's EPS guidance are indeed compelling. Adding on dips makes sense. [强]","likeSize":1,"commentSize":1,"subComments":[{"id":499938813394984,"commentId":"499938813394984","gmtCreate":1763080464039,"gmtModify":1763080468780,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every 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stock","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":499821145985800,"commentId":"499821145985800","gmtCreate":1763046066413,"gmtModify":1763046071171,"authorId":10000000000010988,"author":{"id":10000000000010988,"idStr":"10000000000010989","authorId":10000000000010988,"name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499658843570800,"objectIdStr":"499658843570800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"NVO has to be one of the worst investments I ever made in my life!\n ","text":"NVO has to be one of the worst investments I ever made in my life!\n ","html":"NVO has to be one of the worst investments I ever made in my life!\n ","likeSize":1,"commentSize":1,"subComments":[{"id":499804015768288,"commentId":"499804015768288","gmtCreate":1763047447347,"gmtModify":1763047452087,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every 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Nvm we learnt from mistake","text":"That's a pain! Nvm we learnt from mistake","html":"That's a pain! Nvm we learnt from mistake","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":500318832198216,"commentId":"500318832198216","gmtCreate":1763189862105,"gmtModify":1763189866779,"authorId":4132300740238052,"author":{"id":4132300740238052,"idStr":"4132300740238052","authorId":4132300740238052,"name":"icycrystal","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499658843570800,"objectIdStr":"499658843570800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"thanks for sharing","text":"thanks for sharing","html":"thanks for sharing","likeSize":2,"commentSize":1,"subComments":[{"id":500467779551408,"commentId":"500467779551408","gmtCreate":1763226323185,"gmtModify":1763226327813,"authorId":3581734406950755,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"currentWearingBadge":{"badgeId":"1f541396f99840fb977d0ab0ce343c94-1","templateUuid":"1f541396f99840fb977d0ab0ce343c94","name":"Weekly Top Contributor","description":"Contributors with best Editor's Picks every week","bigImgUrl":"https://static.tigerbbs.com/271475ceaf67d40016c8cfa16c08c8b3","smallImgUrl":"https://static.tigerbbs.com/5a6336061b9ba82ba9177c7ec476f5f2","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.31","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2004},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499658843570800,"objectIdStr":"499658843570800","type":1,"supId":500318832198216,"supIdStr":"500318832198216","prevId":0,"prevIdStr":"0","content":"Thanks for support yea","text":"Thanks for support yea","html":"Thanks for support yea","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}