United Health Group is the third-largest position in the creator's YouTube portfolio, with an almost 40% gain.
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Celsius ($CELH) Trouble, SoFi ($SOFI) Rates, Meta ($META) Raising Cash
Jun 6, 2026
The creator discusses three companies they own: Celsius (CELH), SoFi (SOFI), and Meta (META). For Celsius, they believe a lawsuit targeting teens with caffeinated drinks is a short-term issue that won't significantly impact the business long-term. For SoFi, the current stock price below $16 is seen as exciting. For Meta, a stock price drop due to raising cash is viewed as a short-term issue that will benefit the business long-term.
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Oscar Health is the top position in the creator's YouTube portfolio, with a 70% gain.
The creator trimmed their AMD position, which subsequently fell significantly.
Google is a significant holding in the creator's YouTube portfolio, up 150%, and is considered a good investment due to its AI spending and growth.
Starbucks (SBUX) is mentioned as a coffee company currently facing a rough period due to increased competition.
Monster (MON) is expected to grow its top line by about 8% year-over-year in 2027, which is slightly slower than Celsius's projected growth.
Meta's stock price dropped after announcing plans to raise cash by selling stock, but the creator believes this will benefit the business long-term despite short-term issues.
SoFi Technologies stock has fallen below $16 per share, which the creator finds to be a very exciting price.
Celsius Holdings stock has fallen significantly due to a lawsuit, but the creator believes this is a short-term issue that won't have a large long-term effect on the business.
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SOFIbuy opened Jun 6, 2026
+7.80%