Daily Financial Update

Good Sunday, November 16, 2025.

Market Commentary

While everyone’s cheering Sarepta’s FDA win and Amneal’s Q3 beat, they’re overlooking how political backchannels distort valuations. Eli Lilly’s under-the-radar deal with the Trump camp (Eli Lilly Strikes Deal With Trump: Why Shares Are Up 10% Since, MarketBeat) exposes a market flirting with insider influence. That kind of buried favoritism is the real danger here—not another routine approval pop. It’s bullshit to assume free markets rule when bureaucrats and power players are making the call.

Here’s a thesis you won’t hear on Bloomberg: SPAC mania and the AI data center drought share a secret driver—cheap capital chasing sexy names. You’ve seen Teamshares To Go Public Via SPAC Merger Deal With Live Oak (Biztoc.com) riding the get-rich-fast wave even as AI outfits scramble for steel and concrete (Amazingly, AI companies are still short of data centers — but not money to build them, SiliconANGLE News). The same flood of money that fuels blank-check deals is starving actual infrastructure builds. It’s a damn strange allocation of resources.

So what’s the play? Sniff out the winners behind the approval blitz—Sarepta confirms FDA approval of updated Elevidys prescribing information (Thefly.com) and Amneal retains momentum after Piper Sandler’s upgrade (Yahoo Entertainment). At the same time, zero in on real estate plays tied to data center buildouts before the crowd wakes up. These are the kind of off-the-radar setups that can blow up in your favor if you move with conviction. Hell, be nimble—this market isn’t for hold-and-pray investors.