Premier Scott Moe vs. America, Celsius Short Sellers Smoked, Palantir Investors Hit the Panic Button

Featured Article this week:

• America’s Energy Lifeline at Risk – Canada supplies the U.S. with oil, uranium, and potash, but Premier Scott Moe warns that reckless policy changes could disrupt supply chains, spike prices, and kill American jobs.

• Food Prices Set to Skyrocket – Saskatchewan’s potash is the backbone of U.S. agriculture, feeding cattle and growing crops. Moe argues that tariffs on potash are nothing more than a hidden tax on American farmers—and your Big Mac.

• Canada Under Pressure on Security – With fentanyl crises and border concerns rising, Moe insists Canada is stepping up. However, U.S. pressure on military commitments raises questions about whether Canada is truly pulling its weight in North American security.

Celsius Stock Explodes: Shorts Crushed, Earnings Surprise and a Game-Changing Acquisition

A perfect storm of short squeezing, strong earnings, and a bold $1.8B acquisition sends Celsius soaring—here’s what’s behind the surge

Short Squeeze & Market Reaction:

• With 23% of Celsius’ float shorted, the surprise $1.8B acquisition of Alani Nu, forced short sellers to cover their positions, leading to a rapid surge of up to 35% in the stock price Friday.

Earnings Beat Despite Revenue Decline:

• Celsius reported a 4% revenue drop due to inventory corrections at PepsiCo, but sales still exceeded expectations ($332.2M vs. $327M estimate).

• Higher gross margins (from 47.8% to 50.2%) and better-than-expected EPS ($0.14 vs. $0.10 estimate) reassured investors about profitability.

Strategic Acquisition of Alani Nu:

• The $1.8B deal gives Celsius access to Alani Nu’s growing customer base and product diversification, helping it reach 16% market share in the energy drink sector.

• Despite concerns about market cannibalization, the acquisition price (less than 3x revenue, 12x EBITDA) appears financially reasonable, boosting investor confidence.

Market Snapshot This Week:

• Big Tech Mixed, Retail Struggles: Apple (+2.89%) and Nvidia (+2.01%) gained, while Amazon (-5.97%), Meta (-5.54%), Google (-3.03%), and Tesla (-4.77%) dropped. Walmart (-10.18%) and Costco (-4.74%) also saw sharp declines after analysts highlight concerns about consumer spending and economic strength for FY 2026.

• Healthcare & Energy Show Strength: Johnson & Johnson (+3.15%) and Eli Lilly (+1.49%) rose, but UnitedHealth (-13.15%) plunged. Energy stocks like ExxonMobil (+2.90%) and Chevron (+1.79%) performed well.

• Financials and Industrials Under Pressure: JPMorgan (-3.31%), Goldman Sachs (-4.08%) decline amid growing investor concerns about the economy and consumer strength. FedEx (-3.68%) declined, while Caterpillar (+3.46%) and General Electric (+2.12%) saw gains.

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