Duolingo (DUOL) is an extremely strong company, it has recently integrated AI to its platform. Although its primary revenue source is subscriptions it has several other revenues such as advertisements (lukin' coffee, MacDonalds and etc.), their DET (Duolingo English Test) and in-app purchases (Lingots).Read more

Alphabet's (GOOG) Ironwood TPUs will weaken Nvidia's (NVDA) moat as a strong competitor, they will take lots of potential revenue and their profit margins will shrink. I expect them to have strong short term performance although from a long term perspective I am bearish on this stock.Read more