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- Should You Sell Tesla? I Sold 1 Other Winner Too Early. Here's What I Learned.
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- Billionaires Are Selling These 6 Artificial Intelligence (AI) Stocks. Should You Follow?
In Q2, billionaires or their funds sold six Magnificent Seven stocks: Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG/GOOGL), Meta Platforms (META) and Tesla (TSLA). The author advises retail investors not to simply copy billionaires, since hedge funds trade on shorter horizons and their trades are often disclosed only months later. Investors are wary of AI spending, as hyperscalers commit hundreds of billions of dollars to infrastructure and some companies are generating negative free cash flow. He suggests evaluating each company individually, favouring Amazon, whose planned $220 billion of capital expenditure is offset by 37% AWS revenue growth, and Apple, which has not invested heavily in data centers. He would avoid Tesla, whose valuation of nearly 215 times forward earnings already assumes major success in its robotaxi and humanoid robot businesses.
- Your Social Security Increased, Should You Increase Your Monthly Spending Too?
The article advises retirees to think carefully before spending a Social Security cost-of-living adjustment (COLA), since the increase is meant to offset inflation rather than add purchasing power. For example, a 3% increase on a $2,000 monthly benefit adds $60, but higher living costs could absorb it. Medicare Part B premiums are often deducted directly from benefits, so a $15 rise in the premium would cut a $60 increase to about $45. The author suggests building an emergency fund or paying down high-interest credit card debt, such as a $3,000 balance at 24% APR, which can generate about $60 in interest in the first month.
- Can Eli Lilly’s (LLY) Growth Machine Keep Delivering?
Eli Lilly (LLY) returned 36.37% over the six months to October 15, compared with 21.5% for the Insider Monkey Billionaire Index and 15.74% for the State Street SPDR S&P 500 ETF Trust. Mounjaro and Zepbound still drive most growth, while Lilly is expanding with the oral obesity drug Foundayo, international markets and treatments beyond obesity, and is investing an additional $4.5 billion in its Indiana facilities. In the second quarter of 2026, revenue rose 48% on a 60% increase in volume, but realized prices fell 13%, partly due to lower international prices, while immunology, oncology and neuroscience products grew 121% combined. LLY trades at 38.64x trailing and 24.39x forward earnings, with forecasts pointing to earnings roughly doubling from last year to next year. The article also flags risks including pricing pressure, heavy spending on production, research and acquisitions, and significant acquired R&D charges in the second quarter.
- These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Leads Industry
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