The host sees Celsius as a stock with its own story that keeps rising regardless of market direction, up 17% over the past month while the Nasdaq fell.

Celsius is his 'next Palantir': he holds a quarter-million-dollar position he is still adding to, expecting stronger 2027–2029 growth and margin expansion to take the stock back to $100 and beyond.

Celsius is cold right now, but the host says it has insane long-term upside.

The host has previously discussed Celsius in the $20s and finds it really attractive as a long-term investor.