The creator added to their Planet Labs position, which has gone up 20% and is expected to continue growing, though it's a smaller cap company with less research done on it.
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Celsius ($CELH) New CEO? And Oscar Health ($OSCR) Churn or Earnings
Aug 8, 2026
The creator discusses recent stock movements, focusing on Celsius ($CELH) and Oscar Health ($OSCR) following their earnings reports. For Celsius, the creator analyzes a significant price drop and subsequent recovery, delving into revenue and net income figures, with a particular focus on the core Celsius brand's declining revenue and strategic shifts. For Oscar Health, the creator highlights investor focus on churn despite positive overall earnings and touches on margin concerns.
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Service Now has performed well recently within the creator's portfolio.
Microsoft has performed well recently within the creator's portfolio.
Elf Beauty has performed exceptionally well in the creator's portfolio, with a 72% increase on $4,800 invested, now valued at $8,200.
Oscar Health fell 10% after earnings, with investors focusing on churn despite overall positive results, and the creator plans to discuss margin concerns.
Celsius saw a significant price drop after earnings, driven by a 45% decrease in net income and a 12% drop in core brand revenue, though the stock has since recovered partially.
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