Research Notes: High Flyers

Checking in on Nvidia, Eaton and Eli Lilly

Highlights:

• We take a look at three of the market’s best stocks; Nvidia, Eaton and Eli Lilly.

• The rally in NVDA continues to be incredible — but the performance of the business is unprecedented.

• ETN was one of the first AI plays to take off, and now looks like it might be one of the first to flatten.

• Eli Lilly shares a concerning parallel with another one-t…