ServiceNow, Celsius, and On Holding all reported recently. ServiceNow nudged slightly higher on its print while Celsius and On Holding each dropped around 20%. I’ll be reviewing their earnings in today’s issue.

After this, I'll be sending the updated portfolios of famous investors from their Q2 2026 13F filings, with commentary on the moves worth paying attention to.

More earnings recaps will follow after that.

Let's dive in.

Disclaimer: This is not financial or investment advice. I'm sharing my personal investment decisions and reasoning for educational and informational purposes. Always do your own research before making any investment decisions.

logo

This content is for Carbon Capital subscribers only.

Carbon Capital is an independent investing journal and research publication. Join to get full access to every investment memo, research note, and portfolio update.

Upgrade Now