After September also provided a decent return, I'm hoping for 150k at the end of the year. I have also recently started betting on a boost of $DEFI (-0,22%) . $KSPI (+0,89%) is out for me with +20% after a good run.

A bit of "stability" is provided by $DSFIR (+0,12%) and $MUM (-0,11%) although I hope to have bought them at a relatively low level. We will see...

Otherwise, onwards:

$DEFI (-0,22%)

$IREN (+7,59%)

$CELH

$PYPL (+0,27%)

$FSLR (-0,74%)

good investment to all!

About a year ago @7Trader brought me to Celsius. Since I got in there has been a lot of chaos and I am now around breakeven. After I often wanted to sell, I always had the thesis that Pepsi would buy more of Celsius to sell Rockstar. What can I say, today part of the thesis is working out:

BOCA RATON, Fla. & PURCHASE, N.Y.--(BUSINESS WIRE)-- Celsius Holdings, Inc. (Nasdaq: CELH) ("Celsius Holdings") and PepsiCo, Inc. (Nasdaq: PEP) ("PepsiCo") today announced an agreement to strengthen their long-term strategic partnership. As part of the agreement: (i) Celsius Holdings' Alani Nu® brand will move into the PepsiCo distribution system in the U.S. and Canada, (ii) PepsiCo has acquired $585 million in newly issued convertible 5% preferred stock while extending its existing preferred stock to the same conversion period and (iii) Celsius Holdings has acquired the Rockstar Energy® brand in the U.S. and Canada from PepsiCo. PepsiCo will continue to own the Rockstar Energy brand internationally. Celsius Holdings will become the PepsiCo strategic energy lead in the U.S., managing the CELSIUS®, Alani Nu and Rockstar Energy brands, while PepsiCo will lead distribution for the Celsius Holdings portfolio in the U.S. and Canada.

$CELH

Holding on as long as the thesis stands is not easy, but it can pay off.

$PEP (-0,09%)

These shares reached a new 52-week high today:

Johnson & Johnson $JNJ (+1,53%)

Unity $U (-3,71%)

Reddit $RDDT (-0,01%)

Celsius $CELH

Altria $MO (-0,37%)

Do you hold any of the shares?

These shares reached a new 52-week high today:

Meta $META (-2,33%)

Broadcom $AVGO (-0,51%)

AMD $AMD (-3,56%)

Blackrock $BLK (+0,33%)

Astera Labs $ALAB

Arista Networks $ANET (+0,95%)

Reddit $RDDT (-0,01%)

Lam Research $LRCX (+1,05%)

KLA Corp $KLAC (-2,65%)

S&P Global $SPGI (+0,87%)

Celsius $CELH

United Rentals $URI (+1,46%)

Do you hold one of the shares? If yes, congratulations!

Celsius $CELH

The recent share price explosion of over 20 % at Celsius Holdings $CELH is for me just a foretaste of what is to come. Anyone who believes that the hype is over is underestimating the company's enormous growth potential.

Celsius $CELH has long been more than just an energy drink - it is a strong lifestyle brand with a massive fanbase, rapidly increasing sales and clever marketing (keyword: influencer & gym community). Celsius already dominates many shelves in the USA and international expansion is still in its infancy. The partnership with PepsiCo not only provides additional distribution, but also opens doors to global markets.

The figures also speak for themselves: margins are increasing, cash flow is improving and the company is growing profitably. If Celsius $CELH continues to write its growth story in this way, then the recent jump in the share price was more of an initial spark - not the climax.

In the long term, I see Celsius $CELH on a similar path to Monster back then. And anyone who got out too early back then missed out on one of the best growth stories in the consumer sector.

July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (+7,59%)

$KSPI (+0,89%)

$NICE (-0,42%)

$ALCRB (-1,48%)

$DSFIR (+0,12%)

$CELH

$PYPL (+0,27%)

let's see what happens :) I wish you all continued success with your investments.