Letters by company
Celsius Holdings, Inc.
1 letter discussing CELH. Everything written about it on this site is on its ticker page.
- RGA Investment Advisors Working with AI, Thinking with Discipline RGA Investment Advisors formalizes AI use in research, using proprietary-call notebooks and specialized agents to accelerate screening while stress-testing assumptions. The portfolio added Celsius Holdings and Lattice Semiconductor, while Amazon is framed as an AI application-layer beneficiary and position sizing has been reduced amid greater single-stock dispersion. Q4 2025 LSCC $17BAMZN $2.8TGOOGL $4.2TAMDC
