In a recent appearance on Schwab Network's the Market on Close with Alex Coffey, Chris Wang provided expert insights and analysis on SharkNinja, Take Two Interactive and Celsius Holdings.

SharkNinja (SN)
  • This stock get lumped into tariff risk; but they have just 10% of products from China and will have zero exposure by year end.
  • Innovation is key to their success – over 5000 patents and 4000 engineers working on new products
  • Still early inning of int'l growth – runway to 50% of revenues from international markets
Take Two (TTWO)
  • Take advantage of the GTA 6 delay and a rare down day – it doesn't change the fundamental growth story of TTWO
  • GTA has been developed for over 10 years and is going to be one of the biggest game launches in gaming history
Celsius (CELH)
  • Accelerating earnings growth +50% in 2025 – easier comps from Pepsi destocking in 2024
  • Alani Nu acquisition gives then a $2 billion in sales company in a growing market
  • GenZ and youth favor energy drinks to coffee