Jon Quast

Those are two things that I look for.

Revenue in 2025 for Celsius was up 86%.

That is huge.

A lot of that was acquisition-related.

However, the company did still take market share with its brands, and so it was still organic growth as well.

The mission in 2026 is basically to get its newer brands fully integrated into the business.

It's working to get them into Pepsi's distribution network.

Pepsi is an investor and a partner here.

That will help its profit margins improve this year.

We're seeing both of those things that I look for, revenue growth and profit margin expansion.

It's down 35% from 52-week high.

It's trading at four-time sales.

That's cheaper, about 50% cheaper than Monster.

Even though Celsius has way better growth potential, I like Celsius today.

Dan, I am looking at Planet Labs.

Before you ask, no, that's not a B-52 song from the 80s.

It is a company with a ticker, PL.

They are a satellite imaging specialist.

When you look at Google Earth, chances are you're looking at a Planet Labs image.

The company posted a solid beat this week and laid out a very, very good growth case from here.