@LluisFondeStock Avatar @LluisFondeStock 🟢 Lluís Fondevila 🟢

🟢 Lluís Fondevila 🟢 posts on X about $duol, $hims, ai, duol the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks #6544 finance 24% technology brands 23% social networks 8% countries 4% celebrities 3% fashion brands 1%

Social topic influence $duol #3, $hims #64, ai #5847, duol #10, $goog 12%, in the 8%, $meta 8%, business 7%, meta 7%, $duols 7%

Top accounts mentioned or mentioned by @alc2022 @cmdarnton0 @drtomslens @nikoliasgoninus @valueinvestshow @youtube @luisvonahn @jerryjiang48814 @cantonmeow @eavidan @theprofinvestor @therealbirnbaum @austinsstocks @couchinvestor @dominikfilkus @ericbla62316405 @benzg24 @thexcapitalist @investingvisual @investincintel

Top assets mentioned Duolingo, Inc. (DUOL) Hims & Hers Health, Inc. (HIMS) Alphabet Inc Class A (GOOGL) Metadium (META) Amazon.com, Inc. (AMZN) Advanced Micro Devices (AMD) Netflix Inc (NFLX) Novo-Nordisk (NVO) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Johnson & Johnson (JNJ) Lululemon Athletica Inc (LULU)

Top Social Posts

Top posts by engagements in the last [--] hours

"$DUOL 's chess campaign in India. I have played chess online from time to time. I always quit after some weeks: blitz chess is too addictive. $DUOL s ad campaign featuring Praggnanandhaa (Pragg) a young and famous Indian chess grandmaster launched recently is aligned with Duolingo's growth strategy freemium model data harvesting and Luis [----] New Years message. New year's message: "Here's what I'm focused on for 2026: 1.- Making the free version of Duolingo the best it's ever been. This is how we grow." On India Q3 '24: "in a country like maybe India where we just haven't been operating for"
X Link 2026-02-06T05:30Z [---] followers, [---] engagements

"And nothing screams weakness like emotional investors. What we are seeing nowadays will only get worse in the near future: lots of comprehensive information at your fingertips and knowledge that is universally available. Nevertheless extreme emotionality is amplified by networks. That's good news. $HIMS $DUOL Nothing screams weakness like an emotional management team Nothing screams weakness like an emotional management team"
X Link 2026-02-09T00:31Z [---] followers, [---] engagements

"$DUOL If you know what you own it's portfolio management time not thesis time. If you were bullish at $328 (my entry point) in a growth stock it means you saw great potential. You didn't expect this but here you have it your dreamed situation. Now it's 3x that big potential. So what are you going to do Will you lose energy in FinX Discord. discussions No. It's portfolio time. These are the relevant questions: How can I benefit to the maximum from this sale period Which risk level can my psychology my finances and my portfolio withstand Should I rotate Should I leverage Which is the best"
X Link 2026-02-13T13:41Z [---] followers, [----] engagements

"$HIMS When you 'know what you own' and understand the mechanics of the 'drawdown game' it all comes down to risk management. Ive expanded my $HIMS exposure using a synthetic long position: Sold [----] $55 Puts Bought [----] $20 Calls Effectively this allows me to secure the stock at a $20 cost basis eight quarters from now provided the thesis holds. [--] quarters is a loooottttt for a guy who when asked about his superpower answered: "getting shit done" and for an AI-tailwind company. Algorithm: Repeat if the stock falls another 20% and/or after Q4 '25. If the risk/reward asymmetry continues repeat"
X Link 2026-01-31T07:52Z [---] followers, [----] engagements

"$NVO is a Danish company. $HIMS is an American company"
X Link 2026-02-06T06:25Z [---] followers, [----] engagements

"I just applied the same playbook to $DUOL Sold puts [----] Bought calls [----] Not financial advice $HIMS When you 'know what you own' and understand the mechanics of the 'drawdown game' it all comes down to risk management. Ive expanded my $HIMS exposure using a synthetic long position: Sold [----] $55 Puts Bought [----] $20 Calls Effectively this allows me to secure the $HIMS When you 'know what you own' and understand the mechanics of the 'drawdown game' it all comes down to risk management. Ive expanded my $HIMS exposure using a synthetic long position: Sold [----] $55 Puts Bought [----] $20 Calls"
X Link 2026-02-06T17:36Z [---] followers, [---] engagements

"$HIMS was founded as a result of a regulatory battle. Andrew: "We basically waited for Teladoc to sue the state of Texas and win because that established the precedent that asynchronous telehealth was legal. Once that happened the floodgates opened." On the Timing of 2017: In an interview with The Verge he explained why they couldn't launch any earlier: "The infrastructure of trustboth for the consumer and the regulatorwasnt there in [----]. We spent [----] and early [----] building the medical protocols so that the second the law changed we were the first ones through the door." He is aware of the"
X Link 2026-02-08T23:56Z [---] followers, 15.2K engagements

"$HIMS first line: "Novo Nordisk's lawsuit is a blantant attack by a Danish company on millions of Americans" As a $HIMS investor the company has some low-hanging fruit that can easily capitalize. $NVO is a Danish company. $HIMS is an American company $NVO is a Danish company. $HIMS is an American company"
X Link 2026-02-09T14:24Z [---] followers, [---] engagements

"The significant capital loss investing in $TEP from [----] to [----] provided an important lesson that I now apply to $HIMS and $DUOL: The 'What': The market narrative was that AI would kill the business (CX and BPO). After studying automation history I concluded this was unlikely to happen anytime soon. Indeed CFO EPS and FCF/share are currently at all-time highs. Nevertheless the stock has suffered an 87% drawdown leaving the Market Cap/CFO at a mere [---]. The 'Who': The failure lies in a management team and organization that have made no bold moves at all. They continued paying hefty dividends"
X Link 2026-02-11T20:44Z [---] followers, [---] engagements

"How long did it take $DUOL chess to onboard 1M users [--] days"
X Link 2026-02-06T21:20Z [---] followers, [---] engagements

"$HIMS $DUOL When assessing risk there are two core dimensions: 1.- WHO is handling the situation matters far more than WHAT the situation is. 2.- WHAT kind of risk it is: a car-accident-type risk or a dying-of-starvation risk. 1.- WHO This is about Darwinism. Which companies survive and emerge stronger from recessions which species can survive outside the atmosphere who can overcome multiple near-bankruptcies and still become the wealthiest person in the world In founder-led growth companies understanding what you own means understanding the founder understanding HIM or HER. 2.- WHAT Even the"
X Link 2026-02-07T18:36Z [---] followers, [---] engagements

"$HIMS For growth companies with an extraordinary mission what matters is maintaining the long-term view and moving quickly towards it. Recent events do not challenge this axiom. Soon these days and all their moments will be lost in time like tears in the rain"
X Link 2026-02-09T00:13Z [---] followers, [----] engagements

"FinX tight fight: $NOVO vs $HIMS is value vs growth. In the real world there is no real fight: no regular Joe would choose Big Pharma over $HIMS"
X Link 2026-02-09T14:16Z [---] followers, [---] engagements

"The social effect called 'group stupidity' can produce huge returns. (Not saying people are stupid; it's a group effect). $DUOL bears are the most paradigmatic example I have ever encountered. Now I wonder how 'echo posting' 'engagement bait' or 'performance posting' amplify stupidity. How important is the famous propaganda quote nowadays 'A lie told once remains a lie but a lie told a thousand times becomes the truth' Are 'echo posts' calling for the death of $DUOL or $HIMS contributing significantly to the drawdown Or maybe they are just taken seriously by a tiny minority If nowadays"
X Link 2026-02-12T06:20Z [---] followers, [---] engagements

"How probable is it that we will see drawdowns like $META in [----] or the $GOOG LLM threat again In contrast the $DUOL "flat-Earth" bear theses are perennial. Nothing can happen to make them vanish because the following will always exist: A lot of people who don't learn a language even after years of studying. A lot of investors from the Anglosphere who cannot understand the need for language learning. Technology that will continue improving translation tools. Language learning remaining a very significant share of Duolingo's revenue for many yearsmaybe decadesto come. Huge drawdowns mean huge"
X Link 2026-02-12T11:13Z [---] followers, [---] engagements

"New $DUOL VP of AI. Ex Google Director of Engineering Workspace AI"
X Link 2026-02-13T17:01Z [---] followers, 117.7K engagements

"How can my portfolio benefit from this situation That's usually the only important question. So are these only 'performance' posts from 10000-follower accounts or are they real thoughts that keep investors out of $DUOL The latter is bullish. Asymmetric opportunities emerge as contrarian. Is FinTwit amplifying this asymmetry by helping contrarian investors I'm not 100% sure. I'm thinking about it. observing. It took me less than a minute to start an Albanian language course on ChatGPT/Gemini and people thought a language app would thrive in times of AI. $DUOL It took me less than a minute to"
X Link 2026-02-13T17:22Z [---] followers, [---] engagements

"$DUOL: Im beginning to see why the Video Call feature is a paradigm shift a part from the metric 'number of words spoken per Max subscriber'. The viral promise of 'fluency via ChatGPT prompts' is a total fallacyit's the 'flat-Earth' equivalent of language theory. Sorry to say it so boldly. Ive been using Grok for pure unadulterated German conversationno writing no translating no dry grammar drills. It is cognitively exhausting yet incredibly effective. There is a psychological phenomenon that occurs when you consistently share your life and thoughts with the same AI voice: a sense of"
X Link 2026-01-31T13:57Z [---] followers, [---] engagements

"That's exactly what happened to these companies that's why they went bankrupt. Bayer (Monsanto) Glyphosate / Roundup GlaxoSmithKline China bribery scandal Pfizer Off-label marketing (Bextra others) Johnson & Johnson Opioids + Talc Purdue Pharma (Sackler family) Opioid crisis Merck Vioxx Teva & generic price fixing https://twitter.com/i/web/status/2019970844940775598 https://twitter.com/i/web/status/2019970844940775598"
X Link 2026-02-07T03:05Z [---] followers, [----] engagements

"@ValueInvestShow Luis doesn't care at all about Wall Street. Like any great founder operator"
X Link 2026-02-13T20:13Z [---] followers, [----] engagements

"$DUOL's shift focus to teaching better: "Average number of words spoken per Max subscriber it's a really good metric. because it exactly captures what we want people to do which is to speak more. It's more than doubled this year" Q325 Poliglots just focus on that"
X Link 2025-12-31T13:24Z [--] followers, [---] engagements

"$DUOL "our freemium business model enables us to grow organically keeps competitors at bay and provides us with enormous amounts of data that we use to make our products better" Q2 '23 Shared ecomies of scale. https://blog.duolingo.com/explain-my-answer-now-free/ https://blog.duolingo.com/explain-my-answer-now-free/"
X Link 2026-01-02T08:58Z [--] followers, [---] engagements

"$DUOL has [--] tiers: - Freemium 0$ - Super 100$/y - Max 170$/y They just moved Explain My Answer from $170 to $0. That will boost MAUs and DAUs which will increase data inflow which will improve teaching performance. The flywheel is spinning. https://youtu.be/qHGNeQkuqD0si=1XtKOW_b1LGIFQgp https://youtu.be/qHGNeQkuqD0si=1XtKOW_b1LGIFQgp"
X Link 2026-01-02T13:40Z [--] followers, [---] engagements

"$DUOL X is a metaphor for the education paradigm: 1.- Engagement 2.- Top 1-to-1 tutor 3.- Group-reinforcement flywheel Since the cost of content creation has become marginal much content value has dropped to zero. How does this paradigm work"
X Link 2026-01-02T17:32Z [---] followers, [--] engagements

"$DUOL Metaphors A laboratory insulated from external noise like a bunker. Financial insulation $1 billion. Cash on hand has been on a steady upward trend since [----]. Cultural insulation Founder Luis von Ahn has personally interviewed every $DUOL employee. "better have a hole than an a**hole" "I'm not very fond of increasing headcount" "We have not fired any full-time employee so far" Based in Pittsburgh deliberately distant from Silicon Valley and other high-noise ecosystems. Regulatory insulation Education splits into two major arenas: regulated and unregulated. The former is a massive legal"
X Link 2026-01-04T22:47Z [--] followers, [---] engagements

""Our mission is to develop the best education in the world and make it universally available." The best education in the world should have the following characteristics: 1.- Engagement toward high cognitive workload for long periods of time 2.- A top one-to-one tutor 3.- A group-reinforcement flywheel Examples and metaphors: Platos Academy; 19th-century Russian aristocracy using French rather than Russian as a communication language; MIT and other top universities. Metaphors could be Tesla or X. The best education in the world has existed for centuries but it has always been elitist and"
X Link 2026-01-05T20:35Z [--] followers, [--] engagements

"$DUOL is very far from its missionand that is bullish. Its bullish because it shows that Luis fully understands how difficult the mission is and has chosen to invest first in building the machine that will eventually make the mission possible at the expense of short-term teaching improvements. That machine has already demonstrated outstanding capabilities: Launching new subjects very fast (chess in nine months 1M DAUs) Producing huge amounts of content in months (148 courses in [--] months vs. [---] courses in [--] years) And above all: Collecting massive amounts of user data through its freemium"
X Link 2026-01-05T20:35Z [--] followers, [--] engagements

"$GOOG LEAPS delivered 731% and 785% gains over [---] days. I exited the positions to lock in profits and lower overall portfolio risk. Margin usage has dropped from 9.5% to 3.1%. Before tripling down on my already big $DUOL bet risk must be reduced further while $HIMS $AMD $META $AMZN and $ASTS continue to unfold. https://x.com/LluisFondeStock/status/1927575991989198861s=20 https://x.com/LluisFondeStock/status/1927575991989198861s=20"
X Link 2026-01-06T04:26Z [--] followers, [---] engagements

"I disagree. Your return might be outstanding but if you allocate only a smal percentage of your net worth there you will not move the needle. Wealth = Number of shares x Stock price "So if you could take the free cash flow thats something that investors can spend. Investors cant spend percentage margins." Jeff Bezos https://twitter.com/i/web/status/2008406158332023210 https://twitter.com/i/web/status/2008406158332023210"
X Link 2026-01-06T05:11Z [--] followers, [--] engagements

"I just watched a video about Jeff Bezos in German calibrated to an A2B1 level. Thats what $DUOL will eventually do on the flyand more importantly it will feed it to you before you even ask for it. When people claim that LLMs as a $DUOL killer they overlook a fundamental rule of the digital economy: the company that wins is the one that delivers personalized solutions instantly without requiring explicit requests. I dont rely much on LLMs for learning German because the prompting overhead is too high. At the same time YouTube offers endless high-quality authentic contentyou type one sentence"
X Link 2026-01-07T21:43Z [--] followers, [--] engagements

"@DrTomsLens I follow the stock movements but I only open my broker when I know its green. Psychologically it works like this: humans react more strongly to bad news than to good news so its better to avoid unnecessary negative inputs"
X Link 2026-01-08T11:03Z [--] followers, [--] engagements

""If we look at our first [--] years at $DUOL our entire marketing spend cumulative was $10M" Luis Von Ahn Grit Podcast Im currently studying German. Most of my time is spent on immersion through YouTube audio. I get plenty of ads from many competitors. The biggest spender seems to be Preply a 1-to-1 tutor company. They often mock Duolingo. Theyre probably spending around 40% of their revenue on marketing. Meanwhile I see no ads from $DUOL and they have 135M MAUs. https://twitter.com/i/web/status/2009375496015106179 https://twitter.com/i/web/status/2009375496015106179"
X Link 2026-01-08T21:23Z [--] followers, [---] engagements

"@LuisvonAhn Have you thought about including language-learning tips I just applied to my $DUOL lessons some of the ideas I use to boost improvement and my $DUOL experience was much better. Specifically in the story exercises instead of just listening and answering the questionswhich is low congnitive loadI translate into my mother tongue before. Afterwards I read it aloud several times. Only then do I proceed. https://twitter.com/i/web/status/2009565517397340372 https://twitter.com/i/web/status/2009565517397340372"
X Link 2026-01-09T09:58Z [--] followers, [--] engagements

"I plan to share all of my investments publicly. Love it sir. Im a big fan of you young man. Ill be delighted to follow your success ($50B fund). I have a special edge: I understand the human-behavior laws behind the digital economy better than any investor Ive known so far ( $HIMS $DUOL $META $AMZN $GOOG). This alone will make me a millionaire. But I owe @alc2022 and you an important part of that success ( $AMD $DUOL $HIMS $ASTS) for two reasons. First you both talk openly about too much winning and becoming millionaires in a way most European countries are allergic to. Second you are"
X Link 2026-01-10T05:04Z [---] followers, [----] engagements

"Chronic market misunderstanding $DUOL will always be deeply misunderstood by the market. The only reason it trades at 8x sales is because its financials are exceptionally strong. Compare this to Lemonade or ASTS. It is the only company where almost nobody discusses mission progress or its hurdles. Compare this to $ASTS $AMD or $AMZN where highly technical people openly share deep knowledge. Almost no investors share relevant insights about education or language learning. One reason is cultural. In the Anglosphere the biggest obstacle to learning another language is simply: Why would anyone"
X Link 2026-01-13T12:10Z [---] followers, [---] engagements

"Industrial Revolution sedentarism and associated health problems sports revolution Nike Adidas Lululemon Refined sugar and wheat industrialized food. Eating as an addiction GLP-1 blockbuster Novo Lilly $HIMS 20th century TV / screen time on steroids due to the 21st-century drug. Short videos as an addiction Humanity spends [------] million hours per day watching short videos. Humanity spends [--] million hours per day on $DUOL. This is going to be HUGE. @alc2022 @CMDarnton0 https://twitter.com/i/web/status/2011091419151126792 https://twitter.com/i/web/status/2011091419151126792"
X Link 2026-01-13T15:02Z [---] followers, [----] engagements

"@CMDarnton0 I couldn't agree more. Access to information is no longer the hurdle; since $GOOG achieved their mission to organize the world's information and make it universally accessible"
X Link 2026-01-15T05:10Z [---] followers, [---] engagements

""Duolingo is one of the highest-quality businesses I have ever studied and it is surrounded by a remarkable number of misconceptions." I agree completely; it's a once-in-a-lifetime opportunity. Given human nature we can expect these misconceptions to persist for years to come. https://twitter.com/i/web/status/2011669901283328456 https://twitter.com/i/web/status/2011669901283328456"
X Link 2026-01-15T05:20Z [---] followers, [---] engagements

"No polyglot goes to language classes. But can you imagine a doctor not going to medical school and instead learning with YouTube videos or reading books Why The main reason is: all you need is content and process. $GOOG made content universally available. Highly motivated language learners find their own process which always comes down to: living the language and producing outputs. Video call with Lily is the feature $DUOL is building to gently force you to produce outputs. LLMs evolution made that possible just recently. The words video call appear [--] times in Earnings calls and shareholders"
X Link 2026-01-15T07:57Z [---] followers, [--] engagements

"@Jerryjiang48814 As you said English is a means to climb the social ladder"
X Link 2026-01-15T16:22Z [---] followers, [--] engagements

"Sirs @alc2022 and @CMDarnton0 it is worth considering in the human attention arena: Value per minute spent No mass-consumption app competes with $DUOL at that. https://twitter.com/i/web/status/2012041655545684198 https://twitter.com/i/web/status/2012041655545684198"
X Link 2026-01-16T05:58Z [---] followers, [--] engagements

"@cantonmeow Have you ever reached a fluency level in a second language using any other method That's the issue"
X Link 2026-01-16T07:56Z [---] followers, [--] engagements

"@CMDarnton0 I hope $DUOL stays away from K-12 initiatives: there is too much regulation and very low independence. Furthermore a political switch can change everything overnight"
X Link 2026-01-16T12:37Z [---] followers, [---] engagements

"@eavidan @TheProfInvestor Yes App sucks: 135M MAUs 50M DAUs Yes Stock sucks: 37% FCF margin FCF/share going parabolic"
X Link 2026-01-16T12:42Z [---] followers, [--] engagements

"Agree in general except this: "If they hit that $1k target itll be because they successfully turned the app into the Global Standard for daily learning not just vocab." To become a global standard is extremely difficult. They are very far from it's mission. But it's fine they are in the right direction: data harvesting and user engagement. The $1k will be reached much much earlier than big steps towards the mission"
X Link 2026-01-16T13:50Z [---] followers, [--] engagements

"@TheRealBirnbaum "People are selling because others are selling." 🎯 Is there something more foolish than this One could think that knowledge availability is the same as understanding. Investing continuously proves this not to be the case"
X Link 2026-01-16T19:09Z [---] followers, [---] engagements

"The Duolingo score is a nice aim but it is far from being relevant nowadays. On the other hand it doesn't correlate significantly with any of the [--] pillars: teaching effectiveness user growth or monetization. In the future it could become a standard where people say 'I'm French 48' but that will only be a nice-to-have and a rearview mirror confirmation that the company has achieved something relevant. Apart from that its evolution cannot be measured. I cannot be more bullish on $DUOL but I think the score is not very relevant. https://twitter.com/i/web/status/2012307281174581291"
X Link 2026-01-16T23:33Z [---] followers, [--] engagements

"@AustinsStocks @Couch_Investor Why don't you simply try Get an instant translation tool and spend hours and days talking to friends and you tell us"
X Link 2026-01-17T00:43Z [---] followers, [--] engagements

"@DominikFilkus @alc2022 Potential market is over [--] billion people. What percentage do you think will spend their time 'vibe coding' apps Self-learning has existed since Gutenberg's printing press. And still people go to evening schools and take investing courses"
X Link 2026-01-17T15:02Z [---] followers, [--] engagements

"@EricBla62316405 @alc2022 Who plays the Netflix role"
X Link 2026-01-17T15:21Z [---] followers, [--] engagements

"Try learning a second language with any LLM; compare it to $DUOL not in terms of outcome but in terms of value per low-effort unit or per minute spent. If you are able to engage in high effort for a long time you don't need any LLM; YouTube and books have been enough since decades ago when $GOOG achieved its mission. If you are not able no LLM will help. https://twitter.com/i/web/status/2012591983173177631 https://twitter.com/i/web/status/2012591983173177631"
X Link 2026-01-17T18:24Z [---] followers, [--] engagements

"Listening to Severin Hacker from $DUOL. Probably one of the easiest ways to 'know what you own' is to invest in a founder-led company and listen to all interviews and read all earnings reports. The value per minute spent is very high. Ultimately that is what you have to maximize in your life in general and in investing specifically. https://twitter.com/i/web/status/2013000547385725070 https://twitter.com/i/web/status/2013000547385725070"
X Link 2026-01-18T21:28Z [---] followers, [---] engagements

"$DUOL decreasing MAUs [---] M [--] billion people are learning languages. [---] billion people are involved in formal learning. [--] billion people participate in some form of informal learning. Bonus: [--] billion people engage in doom-scrolling and short-form video content daily. If we're able to do an app that teaches just that well way much better than we have now we will be talking about billions of users that we have and that's what we want to shoot for here. Q3 [--] https://twitter.com/i/web/status/2013342419329192173 https://twitter.com/i/web/status/2013342419329192173"
X Link 2026-01-19T20:06Z [---] followers, [--] engagements

"$DUOL The maximum switching cost is losing the streak. This is a low level of pain by human measures but high relative to the effort required to maintain it. The high value per minute spent that a user obtains prevents them from losing it"
X Link 2026-01-19T20:12Z [---] followers, [--] engagements

"The human physiology and neurology have remained largely unchanged for [-----] years. Investing in a company that effectively leverages these biological constants is like having the law of gravity working in your favor. $DUOL $HIMS $META $GOOG $AMZN"
X Link 2026-01-21T14:27Z [---] followers, [---] engagements

"@Benz_G_24 Christian no escribe sobre Lemonade no Has hecho su curso"
X Link 2026-01-22T08:30Z [---] followers, [--] engagements

"$AMD $AMZN $GOOG $META $MSFT $ASML That's my portfolio. Plus my $HIMS and $DUOL huge bets. World-class companies leveraging AI. Taiwan Semiconductor CEO: "I want to make sure that my customer demand is real. I talk to those cloud service providers. they show me the evidence that AI really helps their business." "I also double check their financial status. They are very rich." $TSMC https://t.co/G2N6vGDSHx Taiwan Semiconductor CEO: "I want to make sure that my customer demand is real. I talk to those cloud service providers. they show me the evidence that AI really helps their business." "I"
X Link 2026-01-22T09:19Z [---] followers, [---] engagements

"@nikoliasgoninus Be careful; AI is a bubble"
X Link 2026-01-22T09:20Z [---] followers, [--] engagements

"Peter Lynch already answered that decades ago and it is still the same again and again. Scientific and technological knowledge is cumulative. Common sense and human behavior aren't. Smart investors benefit from this. The rest fall into the group stupidity effect. (I'm not saying anybody is stupid; it is just a group behavior reaction one should be aware of when investing.) @alc2022 Insider selling paints a clear picture and should definitely be part of researching a stock. If insiders are only selling you should seriously ask yourself why. It can be a strong sign of either confidence or"
X Link 2026-01-22T09:33Z [---] followers, [---] engagements

"The primary reason $DUOL is widely misunderstood is the fundamental divide in progress: while scientific and technological advancements are cumulative fields like education psychology and sociology are notthey are governed by constant human nature. Peter Lynch already answered that decades ago and it is still the same again and again. Scientific and technological knowledge is cumulative. Common sense and human behavior aren't. Smart investors benefit from this. The rest fall into the group stupidity effect. (I'm not Peter Lynch already answered that decades ago and it is still the same again"
X Link 2026-01-22T09:42Z [---] followers, [---] engagements

"$DUOL and the Triathlon: A Metaphor for the Business. Expecting to master a language solely through Duolingo or any other app - or any classroom - is like expecting to finish a triathlon when you cant ride a bicycle and fear the open water yet youve maintained a four-day-a-week gym streak for years. 👇"
X Link 2026-01-22T10:36Z [---] followers, [--] engagements

"Duolingo is the 'boutique' gym. Its welcoming the staff is always smiling and the instructors celebrate your smallest wins. Everything is vibrant in 'Duo Green' complete with a friendly mascot. People sweat but only enough to feel productive. Theres no 'hardcore' training here except for the 1% of obsessive learners - the nerds - who disappear into a basement room to train in earnest. The experience is so pleasant you can't help but return. Its frictionless; every detail is engineered to make your streak effortless. Why Because they know that if they push you too hard youll quit. Leveraging"
X Link 2026-01-22T10:36Z [---] followers, [--] engagements

"It is no coincidence that a deep grounding in philosophy history and the humanities is a defining trait of legendary investors and entrepreneurs such as Peter Thiel Alex Karp Charlie Munger George Soros Ray Dalio Carl Icahn and Damon Horowitz. One cannot truly grasp the drivers behind $DUOL's exceptional performance without looking through this lens. https://twitter.com/i/web/status/2014404412043624667 https://twitter.com/i/web/status/2014404412043624667"
X Link 2026-01-22T18:26Z [---] followers, [--] engagements

"@thexcapitalist Content value has dropped to zero since $GOOG achieved its mission. $DUOL's quality has nothing to do with content creation"
X Link 2026-01-22T18:35Z [---] followers, [---] engagements

"Drawdowns offer an insider information experience. If you liked $META at $385 in [----] after the [----] bottom you had [--] quarters to buy it below that price [--] quarters of insider information versus [----]. If you liked $NFLX at $70 in [----] after the [----] bottom you had [--] quarters to buy it below that price [--] quarters of insider information versus [----]. Now the market is offering the same opportunity with $HIMS and $DUOL. No need to rush to load the boat and waste all the powder. https://twitter.com/i/web/status/2014574402080211091 https://twitter.com/i/web/status/2014574402080211091"
X Link 2026-01-23T05:42Z [---] followers, [---] engagements

"Just listen to the 1st minute and substitute Lemonade for $DUOL or $HIMS. The Most Important Discussion No One's Having Here's a clip from my podcast with Daniel (Lemonade's CEO) about the impact AI has had on his business and the impact it's having on society. Full pod by Saturday. $LMND https://t.co/TgPwpPTgIB The Most Important Discussion No One's Having Here's a clip from my podcast with Daniel (Lemonade's CEO) about the impact AI has had on his business and the impact it's having on society. Full pod by Saturday. $LMND https://t.co/TgPwpPTgIB"
X Link 2026-01-24T10:22Z [---] followers, [---] engagements

"@nikoliasgoninus @DrTomsLens What do you guys think about Lemonade Same isn't it I haven't checked"
X Link 2026-01-24T14:52Z [---] followers, [--] engagements

"$DUOL offers the lowest valuation relative to its growth. $PATH on the chart is one of the cheapest SaaS companies traded (EV/Sales 4x) but it's in yellow (operating margin 5%). This will soon shift to green (margin 5%) with Q3 GAAP already at 3.2% and strong Q4 guidance. Projected growth at 9% but already accelerating to 16% in https://t.co/T1FyFHmj1y $PATH on the chart is one of the cheapest SaaS companies traded (EV/Sales 4x) but it's in yellow (operating margin 5%). This will soon shift to green (margin 5%) with Q3 GAAP already at 3.2% and strong Q4 guidance. Projected growth at 9% but"
X Link 2026-01-24T23:34Z [---] followers, [---] engagements

"In a survey [----] American students were asked if they felt they had reached a good language level at school. Only [--] answered yes. Improving education is an extremely difficult mission and $DUOL founder is so clever that he has found a way to fund his lab with tons of money while he works on that. That's exactly what he did with the time people spent filling out reCAPTCHA back [--] years ago. They could have built an app better at teaching than their competitors but that's irrelevant. Like being better at running than the 'limp-gang.' Down 50% since this and I think it should be down way more."
X Link 2026-01-25T22:39Z [---] followers, [---] engagements

""Today we can access information anywhere anytime. When AI increasingly does the work for you the best educational systems and products will be the ones that make it easier to start and harder to quit." Luis von Ahn $DUOL's co-founder and CEO"
X Link 2026-01-25T23:13Z [---] followers, [---] engagements

"Lisa Su: "AI progress is no longer measured in years but in weeks with models and real-world use cases evolving at an unprecedented pace." Demis Hasabis: "We're 12-18 months away from the critical moment when the problems of humanoid robots will be solved." $DUOL $HIMS $AMZN $AMD $GOOG $META Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning what they have earned - you have to visualise the situation [--] months from now - that's where the price will be". https://t.co/3o5N6bCiTu Druckenmiller on why you should never invest in the present."
X Link 2026-01-26T13:26Z [---] followers, [---] engagements

"$DUOL vs. I litterally vibe coded the entire thing in [--] minutes. Technical Myopia: In investing history this "Commodity Trap" has appeared many times. Coca-Cola vs Generic Lableling: Anyone can replicate the taste. Sturbacks vs Any Coffee Shop: Making a latte is a 10-minute skill; anyone can buy an espresso machine and beans. Cotsco vs Traditional retailers: Anyone can sell a 48-pack of toilet paper or a giant jar of mayonnaise. "Know what you own" and keep loading. @InvestingVisual Admit it. Didn't do my research. But $DUOL is so easy to copy with vibe coding. I literally vibe coded the"
X Link 2026-01-26T15:34Z [---] followers, [---] engagements

"$GOOG vs. $NFLX Not only a different financial model: YouTube is leveraging the humanity's creativity pool. Ill push back on this a little. Alphabet paid me well over $100k in ad revenue last year. So their content costs are not zero considering Im one of millions of channels. YouTube brokers ads then they split the revenue by giving 55% to the YouTuber. YouTube has you create Ill push back on this a little. Alphabet paid me well over $100k in ad revenue last year. So their content costs are not zero considering Im one of millions of channels. YouTube brokers ads then they split the revenue"
X Link 2026-01-26T19:56Z [---] followers, [---] engagements

"@DrTomsLens I agree. Something like what $GOOG did when they achieved their original mission"
X Link 2026-01-26T21:15Z [---] followers, [--] engagements

"@nikoliasgoninus @Investinc_Intel I agree with Nikolias. Furthermore from an investment standpoint delayed good news can be beneficial. It allows 'paper hands' to exit the position creating an opportunity to accumulate more shares at lower prices once the fundamentals are confirmed again during the call"
X Link 2026-01-22T18:32Z [---] followers, [---] engagements

"The most important outcome from $DUOL Q3 '25 was: "it's more than doubled this year in terms of average number of words spoken per Max subscriber". I have only read a couple of other investors highlight this apart from me. [----] will be an opportunity to leveradge this"
X Link 2026-01-23T07:00Z [---] followers, [---] engagements

"$DUOL's CEO one week ago in LinkedIn: "Here's what I'm focused on for 2026: Making the free version of Duolingo the best it's ever been. This is how we grow." In Q3 '25 they said they would focus on teaching efficacy. Not to say that both directions are opposite but it might be that MAUs and DAUs will get a boost rather than a deceleration this year. https://twitter.com/i/web/status/2015565650580709409 https://twitter.com/i/web/status/2015565650580709409"
X Link 2026-01-25T23:21Z [---] followers, [---] engagements

"$DUOL Q4 [----] at the moment Lily is not necessarily your best friend yet. We want that to happen" "we want people to actually want to talk to her." Yuval Noah Harari. Davos [----] "Everything made of words will be taken over." "What would these people think when their son or daughter starts dating an AI boyfriend" Duolingo's Video call is the inflection point. $DUOL has focused on proprietary data for a decade patiently waiting for this very moment to arrive. Its here. Had they focused on teaching better they would just be the best runner of the limp gang. Everybody would say "ohhh they are"
X Link 2026-01-26T13:19Z [---] followers, [---] engagements

"$HIMS $DUOL Living in the conditions Nikolias describe means lacking access to many essentialshealthcare and education being the most critical. But the loss goes deeper: it's a lack of opportunity. Education is the master key that unlocks those doors. Just in rural America: "80% of rural counties in America lack primary care physicians within a [--] hour drive. the opportunity for telehealth to expand access to quality care for people has always been enormous." Andrew Dudum Elon Musk talks about how SpaceX can provide low cost and high bandwidth internet to parts of the world that don't have it"
X Link 2026-01-26T19:33Z [---] followers, 15.2K engagements

"@Stockfins concern is very important to address. I will do it first with scientific arguments and second with Luis words. The first assumption is that $DUOLs main objective nowadays is data harvestinghigh-quality data. Any human provides the same data quality. As a result African users may not provide money but they do provide data. Why doesnt it matter where the data comes from Because Homo sapiens is a very young species so it hasnt had enough time to diverge significantly in our cognitive architecture. At one point in our history the human population was reduced to a very small number of"
X Link 2026-01-27T11:26Z [---] followers, [---] engagements

"I started learning German one month ago after not using it for [--] years and having only a low level back then. So far this is where Im at: Duolingo Score: [--] I can now sustain a one-hour conversation in German. I hadnt tested myself until today when I spoke only German for about an hour with Gemini ChatGPT and Grok. Topics included my job doing laundry Tarragona and Catalonia traveling the Black Forest family Duolingos app and stock and more. By the way Grok was clearly the best. How did I get here A bit of $DUOL a lot of non-Duolingo input (mostly YouTube) and a lot of non-Duolingo output:"
X Link 2026-01-27T16:52Z [---] followers, [---] engagements

"$DUOLs video call competitors: LOORA'Your AI English tutor.' From a business model perspective this company is spending tons of money on advertising. Duolingo doesn't. From a teaching perspective one of the key features Loora advertises is that it 'will correct you instantly.' Well there are two possible reasons for this: 1.- They don't know how to teach. The human brain is an autocorrecting machine. When you correct someone repeatedly you create frustration and diminish their self-esteem. 2.- They know but they are aware of a lot of people expecting this so they want to benefit from it even"
X Link 2026-01-28T11:11Z [---] followers, [---] engagements

"Why Duolingo is a behavioral compounder 1/ Humans must be trained before new business models can work 2/ Social media trained us for micro-attention 3/ Subscriptions trained us for recurring payments Duolingo's success wouldn't have been possible without TikTok and Instagram. [--] billion DAUs vs. 50M. Duolingo doesn't need to take their market sharejust a few minutes a day. Duolingo is not just a language app its a product of societal conditioning (and a beneficiary of it). Acquired podcast (2024): You can do them while youre waiting for the bus or while youre literally going to the bathroom."
X Link 2026-01-29T09:51Z [---] followers, [---] engagements

"The U.S. is number [--] in doctors medical centers pharma medtech but consistently ranks outside the top [--] worldwide in both life expectancy at birth and healthy life expectancy. The solution is $HIMS the "Amazon of healthcare". To our customers (both future and current): I have always believed that in order to change something you have to be willing to have a tough conversation. Weve done that as a company since we launched in [----] because we know progress requires honesty before it provides hope. https://t.co/83dE31hPCj To our customers (both future and current): I have always believed that"
X Link 2026-01-29T17:38Z [---] followers, [---] engagements

"Most of the bear theses against $DUOL are like people saying the sun goes around planet Earth because they see it moving"
X Link 2026-01-29T19:41Z [---] followers, [---] engagements

"$DUOL already offers humanity the highest scaled value per minute spent. Meanwhile as psychotherapists we hear more and more clients worried over social media addiction and the safety of their children. In [----] $META added more DAUs than $DUOL has achieved in total MAUs since inception. $NFLX remains a machine for forgettable binge-consumption. Probably 90% of global contenteven on high-value platforms like X and YouTubeis noise. AI will only accelerate this 'trash production' to infinite levels. Yet $DUOL is still in its prototype phase. What happens when $DUOLs AI reaches superhuman tutor"
X Link 2026-01-30T05:15Z [---] followers, [---] engagements

"Copy and paste for $DUOL. Just change Andrew for Luis. $HIMS When you 'know what you own' and understand the mechanics of the 'drawdown game' it all comes down to risk management. Ive expanded my $HIMS exposure using a synthetic long position: Sold [----] $55 Puts Bought [----] $20 Calls Effectively this allows me to secure the $HIMS When you 'know what you own' and understand the mechanics of the 'drawdown game' it all comes down to risk management. Ive expanded my $HIMS exposure using a synthetic long position: Sold [----] $55 Puts Bought [----] $20 Calls Effectively this allows me to secure the"
X Link 2026-01-31T07:58Z [---] followers, [---] engagements

"If a $DUOL lesson is [--] my German learning effort today (talking to Grok only in German and shadowing German YouTube videos) was [---]. The only way to learn is through high cognitive effort lots of errors and frustration resilience. The only way to engage 50M DAUs is through low cognitive effort few errors and no friction. Luis and Severin are so damn good. Once $DUOL achieves a top AI Tutor they will already have hundreds of millions of MAUs in-house to convert to subscribers. https://twitter.com/i/web/status/2017617823049134589 https://twitter.com/i/web/status/2017617823049134589"
X Link 2026-01-31T15:15Z [---] followers, [---] engagements

"Did you say $DUOL and $HIMS Eric Schmidt says the biggest returns in AI wont come from the giants. Established tech companies are already highly valued. Instead the real opportunity lies in businesses transformed by AI. Invest in companies where AI is the key to unlocking new growth. Thats where the https://t.co/m2j04AXWwl Eric Schmidt says the biggest returns in AI wont come from the giants. Established tech companies are already highly valued. Instead the real opportunity lies in businesses transformed by AI. Invest in companies where AI is the key to unlocking new growth. Thats where the"
X Link 2026-01-31T15:30Z [---] followers, [---] engagements

"@carlosfagar @ajnogues $DUOL"
X Link 2026-01-31T19:35Z [---] followers, [---] engagements

"@heyrobinai Hola Cmo va tu espaol How is your Spanish [--] months later I'm very interested in $DUOL bear theses DUOLINGO IS DONE. I learned more Spanish in [--] hours with this than in [--] weeks on apps. Heres how it beats every language app Ive tried: 👇 https://t.co/T1bDfcaPQo DUOLINGO IS DONE. I learned more Spanish in [--] hours with this than in [--] weeks on apps. Heres how it beats every language app Ive tried: 👇 https://t.co/T1bDfcaPQo"
X Link 2026-02-01T22:24Z [---] followers, [---] engagements

"I just experienced exactly what $DUOL 's Luis von Ahn describes in this video. "Learn Without Shame" Ive been conversing with LLMs in German for hours with zero friction. However when my oldest daughter visited yesterday with her boyfriend - a native German speaker who speaks fluent Spanish - the psychological dynamic shifted completely. Despite my desire to showcase my progress I found myself paralyzed. A flood of self-conscious thoughts which never surface when I'm practicing with an AI became physical obstacles to the act of speaking. There was a significant lag before I could break"
X Link 2026-02-02T10:17Z [---] followers, [---] engagements

"$DUOL 's Serverin Hacker: 6:12 one of the most amazing things about Duolingo is we have this massive user base. Like we're by far the largest learning 6:18 platform out there by far. Uh orders of magnitude and we see how people learn. https://youtu.be/B9sEJurtZIUsi=ustTRVhoa9eTcmdN https://youtu.be/B9sEJurtZIUsi=ustTRVhoa9eTcmdN"
X Link 2026-02-02T14:45Z [---] followers, [---] engagements

"20VC podcast. "Ultimately product quality is details. and Luis is obsessed with details. He can spot something not properly aligned in half a second." "The difference between a good app and a great app is details." Severin Hacker $DUOL "The details are not the details. They are the product." Gustav Sderstrm (Spotifys Co-President and Chief Product Officer) https://twitter.com/i/web/status/2018444511668797653 https://twitter.com/i/web/status/2018444511668797653"
X Link 2026-02-02T22:00Z [---] followers, [---] engagements

"AI Hallucinations are another reason for $DUOL to focus on language learning. Severin in 20VC podcast: "on AI hallucinations: [--] have gone down and also number [--] for us its not a problem that AI hallucinates because we teach languages. As long as the language is correct grammatically correct it is ok and if it makes up a historical fact we dont teach history. The bull case scenario is not having more courses. That would be easy but not relevant. Like being the 'best runner of the limp-gang'. The bull case is a superhuman AI Tutor and sticking to language learning is the way to get there"
X Link 2026-02-03T18:55Z [---] followers, [---] engagements

"I am praying for a further -20% drop in $DUOL prior to earnings"
X Link 2026-02-03T20:08Z [---] followers, [---] engagements

""we run the world's most efficient marketing organization" Severin Hacker $DUOL"
X Link 2026-02-05T12:48Z [---] followers, [---] engagements

"Severin on $DUOL competitors: "We've been now running this for [--] years. I would say every single year there was one or two companies that grow really fast in language learning. One or two. And inevitably they go down again. And what happened is they use venture money or some other funding through paid acquisition. (.) But ultimately the only thing that matters in our space is retention" https://twitter.com/i/web/status/2019400747952083382 https://twitter.com/i/web/status/2019400747952083382"
X Link 2026-02-05T13:20Z [---] followers, [---] engagements

"Sometimes a company fits the investor inside you like a glove. When this happens knowing what you own becomes completely natural like flying for a bird. When this happens you should go all-in and after that double down. Thats $DUOL for me. Over the next six months I plan to almost exclusively deep-dive into the company especially in the context of its mission. To do that by June [----] I plan to be fluent in Germanenough to have long one-to-one conversations"
X Link 2026-01-05T20:20Z [---] followers, [---] engagements

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