The creator is considering selling more of their AMD position, believing there are better opportunities in other small caps despite potential upside.
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Celsius ($CELH) Growth, Duolingo ($DUOL) Strategy, Reddit ($RDDT) Uniques
Jul 24, 2026
The creator discusses three stocks: Celsius (CELH), Duolingo (DUOL), and Reddit (RDDT), focusing on their upcoming earnings reports and growth strategies. For Celsius, the key focus is on revenue growth, particularly for its core brand and acquired brands like Alani Nu and Rockstar Energy, as the stock has seen a significant decline year-to-date. Duolingo's strategy and Reddit's AI deals are also highlighted as points of investor interest.
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The creator has trimmed their Google position and is happy with the exit price, considering adding if it pulls back significantly.
Reddit (RDDT) is discussed in the context of its AI deals with major AI model producers, capitalizing on its vast data, with investors wondering about the future implications of these partnerships.
Duolingo (DUOL) is mentioned as a company investors will be watching closely to see if its new strategy is paying off, with its upcoming earnings report being a key event.
Celsius Holdings (CELH) is down over 43% year-to-date, with investors closely watching Q2 earnings for revenue growth, especially from its core brand and acquired brands like Alani Nu, as this will be critical for the stock's performance.
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