Celsius has been a position the creator has been building over the last month as the stock has been trading around the $30 level.
Source Post
Rubrik ($RBRK) Ouster ($OUST) DraftKings ($DKNG) Small Caps
Jun 1, 2026
The creator discusses their definition of small-cap companies and then analyzes Rubrik (RBRK), highlighting its strong growth in cloud cybersecurity and customer acquisition, but expresses concern about its valuation. The creator also mentions Ouster (OUST) and DraftKings (DKNG) as other small-cap companies.
Linked Mentions
Tickers discussed in this post
Elf is a more recent position that the creator has built out, believing it has a lot of potential.
The creator recently made a video on Zeta and suggests viewers check it out.
The creator notes that Tempus still has a little bit left to prove.
The creator likes Reddit, mentioning it is down here.
Duolingo (DUOL) is mentioned as an example of a speculative position the creator builds over time, starting with $1,000.
Oscar Health (OSCR) is mentioned as one of the top three positions in the creator's YouTube portfolio and is noted as the only smaller-cap company in that top group.
Google (GOOG) is mentioned as one of the top three positions in the creator's YouTube portfolio.
Amazon (AMZN) is mentioned as one of the top three positions in the creator's YouTube portfolio.
DraftKings (DKNG) is mentioned as one of three small-cap companies the creator intends to discuss.
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