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One thing $BULL has proven exceptionally well is its ability to continuously bleed even when the rest of the market shows strength. Look at $HOOD today. This name hasn’t just destroyed shareholder principal, it’s also inflicted massive opportunity cost by making investors miss the real AI trade.

Never forget who we are as $DUOL baggies

$SNDK $MU Sell

Robinhood app rave-style glitch @RobinhoodApp $HOOD $AMD

$DUOL we haven’t even yet begun

$DUOL so many people are going to miss this name. Then, hindsight will be 20/20. $AMD $ZETA $MU

$AMD breaking $420 🍁 this evening $NVDA $SNDK

$DUOL The “would never pay or even play Duolingo when I can just use ChatGPT” is a lazy take ChatGPT can teach you a language So can YouTube The question is will you actually do it every day Duolingo isn’t selling lessons It’s selling consistency streaks habit loops progression daily engagement that’s the product ChatGPT gives you infinite flexibility which sounds great until you realize most people don’t know what to do next what do I study am I improving am I doing it right Duolingo removes all that friction and keeps you moving forward also the AI argument is backwards Duolingo is already using the same models they just wrapped it in structure retention and UX that people actually stick with this isn’t AI vs Duolingo it’s discipline vs no discipline and most people lose that battle therein lies the bull case

$DUOL sadly going much lower

Bears who keep insisting Duolingo is getting steamrolled by LLMs and chatbots are peddling a thesis that was never serious and has now been disproven by three straight years of data—including the Q1 2026 numbers reported today. Revenue hit $292 million, up 27% year-over-year and ahead of consensus. Earnings per share came in at $0.89, beating estimates of $0.79. Daily active users reached 56.5 million, up 21%. Paid subscribers climbed to 12.5 million, also up 21%. Bookings grew 14% to $308.5 million. Yes, DAU growth has moderated from prior peaks and bookings growth has slowed to 14%: a reflection of the law of large numbers as the base scales into the tens of millions; but these are still massive absolute gains: millions of net new daily users and hundreds of millions in incremental bookings. These are not the metrics of a product being displaced. They are the metrics of a business that continues to add users and convert them into payers at scale. The bear case was always built on a lazy category error. LLMs and chatbots deliver information on demand. Duolingo delivers compulsive daily habit formation through gamified streaks, spaced repetition, and behavioral design that no one-off query engine can replicate. People don’t “use ChatGPT to learn Spanish” and then stick with it for 200 straight days. They do that on Duolingo because the product is engineered to make quitting feel worse than continuing. That moat is product psychology, not raw compute or training data. The bears never understood the difference. Even more damning for the short thesis: Duolingo is not ignoring AI; it is absorbing the useful parts on its own terms. The company has rolled out AI-powered video calls and conversation features that doubled spoken-word practice in the quarter. Users aren’t fleeing to free chatbots; they are paying Duolingo more to get structured, habit-forming practice that actually works. The numbers prove it. The stock is down sharply from last year’s peak. Fine. Valuation has reset. Guidance was lighter than some hoped, and the market is repricing growth. But none of that validates the core bear narrative that the entire business model is toast because “AI exists.” Fundamentals did not collapse. User growth did not stall—even as the percentage growth rate moderated—and monetization did not evaporate. The only thing that failed was the 2023 short memo that assumed technology alone would erase a decade of product-market fit. Bears who are still typing “AI disruption incoming” after today’s print are not analysts. They are coping. The data has been screaming the opposite for years. The P&L, the user metrics, and the retention curves have all been clear. The only question left is how much longer these shorts can ignore reality before the position itself becomes the punchline. $DUOL $PLTR $HOOD

Trump on weightlifting at the Villages in Florida.

Love playing chess on @duolingo $DUOL

$DUOL earnings May 4. This is where it gets interesting. The stock’s been hit, but the business still looks strong. Expectations have come in, sentiment isn’t stretched which is a much cleaner setup than when it was crowded. There’s been a lot of talk about AI disruption weighing on the name which is part of it. But the bigger driver has been a shift toward prioritizing user growth over monetization, combined with a broader reset in higher-multiple growth stocks. At the same time, the market is rewarding immediate, visible AI-driven revenue, while being far more selective with longer-duration growth names. So yes even with solid earnings, $DUOL could still trade down in this tape. But that’s the opportunity. If they execute and the market responds, you can get a sharp re-rate. If it sells off anyway, you’re getting a strong business at a better price. Either way, this is a setup where positioning and patience matter more than trying to time perfection.