Five stocks for investing in an industry about to explode in size

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Today’s issue in preview:

• Five stocks for investing in an industry about to explode in size

• Are you letting this popular load of nonsense cost you portfolio gains?

• AI is poised to revolutionize this industry… and send this stock soaring

• Learn our Top Themes to buy now

Five stocks for investing in an industry about to explode in size

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On June 4, I detailed the bull market in GLP-1 drug sales and shares of drug giant Eli Lilly (LLY). The company’s Mounjaro drug has become the top-selling drug on the planet… and such treatments are the closest thing to “longevity miracle drugs” on the market.

The success of GLP-1 drugs has powered Eli Lilly’s annual sales from $34 billion in 2023 to $65 billion in 2025.

It is also driving the entire peptide industry into an emerging bull market that should last for years and create many compelling investment opportunities.

The GLP in GLP-1 stands for “glucagon-like peptide.” Peptides are short chains of amino acids that act as signaling molecules in your body. Peptides work by instructing the body to perform specific tasks, such as stimulating collagen production or releasing growth hormones. Some peptides – not all – are hormones. Medications like Mounjaro mimic naturally occurring GLP-1, which is a peptide hormone.

The health care industry has used peptides as treatments for generations. In fact, insulin was the first peptide ever made in a lab. It’s been used to treat diabetes since the 1920s.

However, thanks to advances in peptide synthesis technology and the popularity of GLP-1s, interest in peptide treatments for skin repair, muscle growth, and injury repair is exploding. It is one of the hottest, most popular subjects in the world of health and wellness podcasts, books, and social media.

Another reason peptides are becoming more popular is regulatory changes. In 2023, the Biden administration placed some peptides into the FDA’s Category 2 – substances that are deemed to raise “significant safety risks.” This effectively forced demand underground into an unregulated black market.

That decision is currently being overturned. In April 2026, the FDA formally removed 12 peptides from Category 2, and on July 24, 2026, the Pharmacy Compounding Advisory Committee (PCAC) will review seven peptides for inclusion on a list of compounds that can be sold to the public. This would mean specialized compounding pharmacies could produce and prescribe these treatments for the first time.

And here’s what this means for the size of the potential market:

The GLP-1 market alone is already worth around $65 billion today.

More importantly, the GLP-1 market grew roughly 13x globally between 2019 and 2025, from $5 billion to $65 billion. That wasn’t driven entirely by new science, but rather by a shift in access and awareness.

The broader peptide market outside of GLP-1s is sitting at that same inflection point now.

The global peptide market is already valued at between $80 billion and $140 billion. If non-GLP-1 peptide treatments follow even half the growth trajectory of the GLP-1 market, it will grow much larger. It’s a megatrend to watch and consider investing in.

On June 4, we named Eli Lilly as a “pick to click” in this trend and the greater longevity trend. Four other companies that could benefit from the growing peptide market are:

Hims and Hers (HIMS) is a $7.5 billion company with struggling numbers but a good narrative. The company has created the largest telehealth brand in the world. In the past, it has focused on sexual health, hair loss, and mental health. It has recently aggressively entered the weight-loss market and, critically, is on the verge of entering the peptide market.

Canaccord Genuity estimates the total addressable market for peptides in the U.S. alone for HIMS could reach around $20 billion in the next 3 years… that’s excluding GLP-1s.

The upcoming government review of various peptides is a potential near-term catalyst that the market is not fully reflecting in the HIMS multiple of 2.3x sales.

Enhanced Group (ENHA) is a smaller-cap $530 million company that is operating in the same peptide and performance health space as HIMS, but from a different angle. The company sells subscriptions to personalized stacks of performance-enhancing peptides and supplements – sermorelin, NAD+, GHK-Cu, enclomiphene, testosterone, and GLP-1s.

Its marketing angle is the Enhanced Games: an annual sports competition that deliberately allows performance-enhancing substances, aiming to prove publicly that these products work. The Games attracted coverage from The New York Times, NBC, and the BBC, with media exposure estimated to reach nearly 1 billion people.

Enhanced is currently losing money, which makes it a riskier bet on peptides. But if the company executes its plan, the stock’s upside is well over 100%.

Bachem Holding AG (BANB, Swiss exchange) is the world’s largest peptide contract manufacturer. Based in Switzerland, it develops and produces active pharmaceutical ingredients (APIs) and peptides for major drug makers and biotechnology firms. In 2025, strong peptide demand powered 19% revenue growth.

PolyPeptide Group (PPGN, Swiss exchange) is another large Swiss-based developer and maker of APIs and peptides for major drugmakers and biotechnology firms. In 2025, revenue growth was 16%.

The coming July regulatory decision is the single most important catalyst to watch for the peptide trend. If positive news comes out next month, then expect the trend to get a big shot in the arm.

Driven by soaring GLP-1 sales, the broader peptide market is poised to grow significantly over the next five years. Giants like Eli Lilly and the smaller firms above provide investors with exposure to this growing trend.

AI is poised to revolutionize this industry… and send this stock soaring

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Over the past six months, I’ve repeatedly suggested that the genomics industry could get brushed with “AI trade” paint, which could turbocharge the sector’s stock prices.

The genomics ETF we track and recommend, the ARK Genomic Revolution ETF (ARKG), is up 26% over the past month and just reached a new one-year high. Increasingly, it appears the genomics trade is becoming more closely associated with AI … which means the upside from here is very large.

And if it is, make sure to track Tempus AI (TEM).

When professional health care investors and analysts talk about bleeding-edge AI applied to health care, Tempus AI is almost always part of the conversation.

Tempus AI is a $9 billion market cap genomic diagnostics and medical treatment development firm. Since its founding in 2015, Tempus AI has built a large database of patient genomic and clinical data, which it uses to help diagnose patients, recommend preventive measures, and develop new medical treatments.

The company serves oncologists, researchers, and pharmaceutical companies through its platform. As you can tell from the company name, it heavily incorporates AI into its analytics and partnerships.

Tempus AI’s aim is to create a virtuous, self-reinforcing “flywheel,” where its data and analytics help its partners and patients… which leads to it accumulating more useful data… which helps more partners and patients… which leads to it accumulating more useful data… and so on.

So far, this business model has produced strong revenue growth. Tempus AI’s revenue totaled $693 million in 2024. Its current trailing 12-month revenue is $1.36 billion. The company is projecting 2026 revenue of around $1.6 billion.

Tempus AI is primarily focused on cancer treatment. However, its platform can be expanded into many other areas of illness and treatment. This potential growth and diversification are central to the company’s bullish case. And since it has a market cap of just $9 billion, the upside here is large, in the hundreds of percent. The company counts respected tech investor James Anderson of Lingotto as a fan and shareholder.

Tempus AI is a significant holding in ARKG. Owning ARKG makes you an owner of Tempus AI. However, investors who are comfortable with high-risk, high-upside stocks can consider owning the stock. If the bull market in genomics attracts growing investor interest thanks to its association with AI-driven innovation, the upside for the sector and names like Tempus AI is very large.

Are you letting this popular load of nonsense cost you portfolio gains?

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Good news: Today, the Invesco S&P 500 Equal Weight ETF (RSP) showed us that it’s not just a bull market… It’s a broad bull market.

That’s good for America… and good for investors.

In early 2023, stocks began emerging from the 2022 bear market and started a huge uptrend that has made investors a lot of money.

During this run, fueled by the historic AI infrastructure buildout, bearish financial gurus have consistently warned against owning stocks, claiming the bull market was “narrow” and therefore dangerous.

A “narrow” bull market is one in which a small group of stocks accounts for most of a stock index’s gains… while most stocks go down or sideways. Some analysts say such a market should be avoided… so that’s what they did, and they missed out on extraordinary returns.

But do the wrong-way bears have a point… even now?

One of the best ways to gauge whether the market is narrow is to look at the performance of the S&P 500 Equal Weight Index. The popular S&P 500 Index is a “market-cap weighted” index. This means the biggest companies, such as Nvidia and Apple, have a greater impact on the index’s value than smaller companies. A big rally in a $4 trillion giant like Apple can overwhelm losses in 30 smaller companies.

An “equal weight” index nullifies market-value-related impacts – assigning equal weight to each stock in the index regardless of company size. With an equal-weight index, a massive 100% annual gain in a giant like Nvidia cannot mask or overwhelm weakness in hundreds of smaller stocks.

So, how is RSP doing these days?

The one-year chart below says it’s doing just fine. Today, RSP reached an all-time high. It’s up 20.7% over the past year.

This is irrefutable evidence that the popular bearish “narrow market” narrative is a load of nonsense. In the parlance of today’s youth, the market is telling the bearish “narrow market” club, “Have fun being poor.”

It’s not just a bull market; it’s a broad bull market… one in which stocks of many shapes and sizes are rising. Trade accordingly!

Market Notes

• Our longstanding recommendation to stay long AI infrastructure is still paying off after Micron (MU) posted very strong earnings. MU is up 10% today alone and 806% over the last year.

• Our recommendation to invest in the Smart Factory Boom continues to pay off. Factory automation leader Rockwell Automation (ROK) reached a new all-time high today.

• Our recommendation to own RBC Bearings (RBC) to invest in robotics and smart factories continues to pay off. The stock just hit a new all-time high.

• Our recommendation to be long the robotics megatrend continues to pay off. Semiconductor and robotics leader Teradyne (TER) reached a new all-time high today and is up 155% since our initial recommendation.

• Our April 29th recommendation to own AI Power leader Bloom Energy (BE) is paying off. It just hit a new high and is up 89% since our recommendation.

• Our June 12th recommendation to own Guardant Health (GH) has hit another new high.

• Our October 30th recommendation to own biotech has been doing very well lately. Natera (NTRA), Revolution Medicines (RVMD), Illumina (ILMN), and Kymera Therapeutics (KYMR) all hit new highs today. The S&P Biotech ETF (XBI) climbed 1.9% this morning to reach a new one-year high.

• Our October 22nd recommendation to own the large banks is paying off. JP Morgan (JPM), Bank of America (BAC), Royal Bank of Canada (RY), Bank of Montreal (BMO), Citizens Financial Group (CFG), and Associated Banc-Corp (ASB) all rallied to new highs today.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

Louis Navellier: “This Could Be Bigger Than Nvidia”

Popular Fox News guest Louis Navellier sat down for a tell-all interview on Elon Musk’s little-known AI project in Tennessee. He reveals why competitors are flying spy planes overhead… and details three little-known stocks (not Tesla) he believes will soar from this $7 trillion shift.

The Full Story here.