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Superinvestor 13F ($MSFT) Celsius ($CELH) Growth Question ServiceNOW ($NOW) Agentic AI

Stocks · · 1 min read · youtu.be ↗

Superinvestor 13F ($MSFT) Celsius ($CELH) Growth Question ServiceNOW ($NOW) Agentic AI

Channel: The Rose (@RoseInvesting) Published: May 16, 2026 Views: 208

Description

In this video I discuss some surprises from 13F filings, Celsius Holdings ($CELH) recent earnings, and ServiceNow ($NOW) recent earnings.

Links from Description

  • X: @_Rose_Investing
  • Book List: https://amzn.to/3TSjA2F
  • Business Inquiries: theroseinvesting@gmail.com

Summary

Covers:

  1. Surprises from Superinvestor 13F filings (notable MSFT positioning)
  2. Celsius Holdings ($CELH) recent earnings and growth question
  3. ServiceNow ($NOW) recent earnings and agentic AI angle

Notable Comments

  • @ceiwarom: "I like your portfolio, especially GOOGL, NVO, MSFT, SOFI and NOW. These are my equities, as well. You own a lot of turnaround candidates that may never turn around (DUOL, PYPL, ADBE, ELF...) and some AI hopium stocks like ZETA and TEM and AMD."

No transcript available.