Un supporter allemand a envoyé ce message au joueur australien Lucas Herrington (18 ans) qui a raté son tir au but hier face à l’Egypte 👏 :
« Cher Lucas Herrington,
Si vous lisez un jour ceci : Le vainqueur de la Ligue des champions de 31 ans Leon Goretzka, joueur du Bayern (vainqueur 6 fois de la Ligue des champions) et de l'Allemagne (vainqueur 4 fois de la Coupe du monde) n'a pas osé tirer un penalty pour son pays quand ils avaient besoin de lui.
Vous l'avez fait à 18 ans. Vous êtes si courageux et un héros à nos yeux ❤️ »
$NVTS showcased an 800V-to-6V AI server power solution inside $NVDA MGX ecosystem thats targeting 97.5% peak efficiency and 2100 W/in power density.
Power delivery is becoming one of the next major bottlenecks for megawatt-scale AI server racks.
@JulienTechInvst Oui c’est laid mais je pense que l’on se trompe. IMO Ferrari veulent sur ce premier modèle électrique, attirer les manias de la tech. Tout en gardant les passionnés de la marque sur leur gamme habituelle.
On continue….
Watch Party PSG vs Arsenal
Duo en 404, tribune Paris, Cat.3.
Possible split.
- Duo à 200e
- Solo à 105e
👉 DM si intéressé, premier arrivé premier servi
Ne me faites pas perdre de temps si pas sérieux svp.
On continue….
Watch Party PSG vs Arsenal
Duo en 404, tribune Paris, Cat.3.
Possible split.
- Duo à 200e
- Solo à 105e
👉 DM si intéressé, premier arrivé premier servi
Ne me faites pas perdre de temps si pas sérieux svp.
Ça me saoule déjà je baisse le prix après 53 mins…
Watch Party PSG vs Arsenal
Duo en 404, tribune Paris, Cat.3.
Possible split.
- Duo à 215e
- Solo à 115e
👉 DM si intéressé, premier arrivé premier servi
Ne me faites pas perdre de temps si pas sérieux svp.
Ça me saoule déjà je baisse le prix après 53 mins…
Watch Party PSG vs Arsenal
Duo en 404, tribune Paris, Cat.3.
Possible split.
- Duo à 215e
- Solo à 115e
👉 DM si intéressé, premier arrivé premier servi
Ne me faites pas perdre de temps si pas sérieux svp.
$CELH is a very interesting business because on the surface it looks like “just another energy drink company,” but underneath it behaves much more like a consumer habit platform. That is what makes beverage companies so powerful when they work because consumers repeatedly buy the same product over and over again for years.
The actual liquid inside the can is not really what creates the value. The value comes from the brand, shelf space, distribution, consumer routines, and repeat purchase behavior. If someone drinks your product 3 to 5 times per week for years, the lifetime value of that customer becomes enormous.
That is how companies like $MNST, Red Bull, and $KO became massive businesses over time. Beverage companies can look simple from the outside, but when a brand becomes embedded into consumer habits, the economics can become incredible.
What made $CELH different initially was the positioning. Traditional energy drinks historically leaned more into gaming, extreme sports, and aggressive “high energy” branding, while Celsius focused on fitness, wellness, healthier ingredients, sugar free products, metabolism, and gym culture.
That allowed the company to attract a very different demographic, especially women, fitness consumers, and younger health conscious buyers. Management also executed extremely well during the early growth phase and the brand spread rapidly through gyms, influencers, social media, convenience stores, and eventually nationally.
The $PEP partnership completely changed the scale of the business. Before Pepsi distribution, Celsius was still a relatively small but fast growing niche brand, but once plugged into Pepsi’s system the company suddenly had access to one of the largest beverage distribution infrastructures in the world.
That matters because beverages are mostly a distribution and shelf space business. Thousands of companies can create drinks, but very few can get national placement across convenience stores, grocery stores, coolers, gas stations, $WMT, $TGT, and international retailers at scale.
Once $PEP got involved, $CELH suddenly had infrastructure that most smaller beverage brands could never replicate on their own. That helped accelerate growth dramatically and revenue exploded for several years because the product became available almost everywhere consumers already shopped.
The problem is that the stock eventually became priced for perfection. Investors started assuming hypergrowth would continue forever, which almost never happens in consumer products no matter how strong the company initially looks.
Eventually every business slows down, whether it is $AMZN, $NFLX, or $CELH. That does not necessarily mean the business is broken, but it does mean investors need to start evaluating the durability of the brand rather than simply extrapolating explosive early growth forever.
That is basically the entire debate around the stock today. The market is trying to determine whether Celsius is becoming a durable long term consumer habit or whether much of the growth was driven by an early excitement phase that naturally peaked.
The Alani Nu acquisition also makes the story much more interesting. Now $CELH is no longer just one beverage brand because the company is slowly starting to look more like a broader wellness and energy drink platform.
Celsius targets fitness and performance oriented consumers, while Alani has a stronger lifestyle, wellness, and female focused audience with heavy social media engagement. If management executes correctly, the company could eventually build a portfolio of complementary beverage brands inside the Pepsi distribution ecosystem.
That is where a large part of the upside potentially comes from. Beverage businesses can become extremely profitable at scale because once distribution is built, profits can eventually grow much faster than revenue due to operating leverage.
1/2👇
Watch Party PSG vs Arsenal
Duo en 404, tribune Paris, Cat.3.
Possible split.
- Duo à 230e
- Solo à 125e
👉 DM si intéressé, premier arrivé premier servi
Ne me faites pas perdre de temps si pas sérieux svp, prix largement moins chers que TP.