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Christian Darnton posts on X about $duol, $pltr, $amd, $hims the most. They currently have XXXXXX followers and 1431 posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence stocks technology brands finance celebrities social networks countries
Social topic influence $duol #38, $pltr #47, $amd #74, $hims #62, meta, wall street #216, palantir #217, $1t #9, $10t #2, $upst #8
Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) Palantir (PLTR) Advanced Micro Devices (AMD) Hims & Hers Health, Inc. (HIMS) Upstart Holdings, Inc. Common stock (UPST) Metadium (META) NVIDIA Corp. (NVDA) Snap, Inc. (SNAP) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last XX hours
"For investors this is the anatomy of a 100-year company in the making. Culture strategy and mission are aligned. Leadership is principled patient and data-driven. And the product is loved not just used. Thats the formula behind Amazon Palantir and now - Duolingo"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"7 When you design your culture around LTV youre forced to think long-term. You care about delight retention and trust - not quarterly numbers. You focus on learning faster than anyone else. You build a feedback loop that compounds endlessly. Thats how Amazon scaled"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"Everyone thinks $AMD is just the cheaper $NVDA. Theyre wrong. AMD isnt chasing NVIDIA - its building the architecture that could outlast it. Heres why $AMD could become a multi-trillion-dollar company π"
X Link @CMDarnton 2025-10-05T09:05Z 11.8K followers, 69.6K engagements
"When $AMD was at $XX. Me: Im convinced. AMD will be the next $1T giant"
X Link @CMDarnton 2025-10-09T07:15Z 11.8K followers, 11.8K engagements
"$DUOL is a $2T company in the making"
X Link @CMDarnton 2025-10-18T08:00Z 11.8K followers, 3785 engagements
"If you believe in asymmetric investing - in spotting greatness before its obvious - then study Duolingo closely. This is not just an app. Its a cultural compounder. A product that will outlast trends. $DUOL might be one of the most important businesses of this century"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XXX engagements
"Why $HIMS Is a Future $1T Company Execution: Scaled weight loss from $X $750M in XX months. Engine: A vertical compounding machine not a one-product brand. Mispricing: Wall Street sees GLP-1s I see personalized healthcare at scale. Link below π"
X Link @CMDarnton 2025-10-16T10:52Z 11.8K followers, 11.2K engagements
"When I first invested in Palantir at $X I didnt just see software. I saw a culture. The same pattern appears here. Hims & Hers isnt just a DTC brand - its building the infrastructure for the future of care: personalized affordable and digital-first"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"5 Now look at the data: Growth driven almost entirely by word of mouth Record highs in users revenue and free cash flow No massive ad spend no gimmicks no shortcuts You cant buy word of mouth. You earn it. And thats the mark of a truly exceptional product"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"Most people still think Duolingo is a language app. It isnt. Its building the first global engine for knowledge creation. A $XX TRILLION opportunity hiding in plain sight. Heres why I think $DUOL could become a multi-trillion-dollar company π"
X Link @CMDarnton 2025-10-05T08:52Z 11.8K followers, 73.9K engagements
"This is not a one-product company. Its a vertical engine that can keep launching new billion-dollar categories: Hormone health menopause peptides longevity. Each new vertical feeds the rest"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"2 Ive spent years studying what I call the Bezos Algorithm - the recurring cultural and structural traits that define world-class companies. Relentless experimentation Deep customer obsession Long-term orientation A structure that compounds Duolingo has all of them"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"Flywheel in plain English: Grow users. Teach better. Grow subscribers. Set proficiency standards. Expand beyond languages. Every turn strengthens the next turn"
X Link @CMDarnton 2025-10-07T10:38Z 11.8K followers, 1926 engagements
"Every Bear Case Against $DUOL - Debunked. Everyone still thinks Duolingo is just language app. They are missing the real story. This isnt a game its the foundation of a $XX trillion platform. Heres why I believe $DUOL could become a multi-trillion-dollar company π§΅"
X Link @CMDarnton 2025-10-13T05:38Z 11.8K followers, 23.9K engagements
"OpenAI said the quiet part out loud. - Training is locked to NVIDIA but - Inference does not. Workloads are diverse chips must be diverse. Thats modularity. Thats $AMD. Heres why $AMD will hit $1T"
X Link @CMDarnton 2025-10-07T14:39Z 11.8K followers, 9223 engagements
"I made 24X on $PLTR. Now I think $DUOL could be the next $1T company. The market has no idea what its looking at. Duolingo isnt a language app. Its building a digital Montessori engine for knowledge creation in a $10T global education market. π§΅"
X Link @CMDarnton 2025-10-07T10:38Z 11.8K followers, 151.4K engagements
"Most investors wont see it until the numbers make it obvious. But by then the multiple has already expanded 10x. Conviction investors win by spotting cultural inevitability before it hits the P&L"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"Everyone thinks $AMD cant catch $NVDA. Theyre wrong. AMDs chiplet architecture isnt a marketing trick - its a structural revolution. The same shift that made $NVDA a trillion-dollar company is about to make $AMD the next one. Heres why $AMD could 10X from here. π"
X Link @CMDarnton 2025-10-06T10:51Z 11.8K followers, 44.8K engagements
"π‘ Customer Flywheel: Bezos: Word of mouth remains our most powerful customer acquisition tool. Hims: XX% of users on subscriptions 80%+ retention. Delight customers Build trust Drive organic growth Reinvest in better care Compounding in motion"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"3 Greatness in business is not born from spreadsheets. You cannot DCF your way to Amazon Palantir or Duolingo. The real signals are qualitative. They live in the way a company experiments hires and speaks about its mission"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"π The Long-Term Lens Bezos: We will focus on long-term market leadership over short-term profits. Dudum: While most might get lost in the noise of todays realities the future is where we are focused. Short-termists panic. Builders endure"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"1 Lets start with the obvious: the market hates Duolingo right now. Wall Street thinks ChatGPT will replace it. They say engagement will collapse. They say the moat is gone. Theyre all wrong - catastrophically wrong"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"8 Lets talk experimentation. Duolingo runs thousands of low-cost tests constantly - UI tweaks pricing models lesson flows even emotional tone in prompts. Every feature is data-driven. Every iteration compounds. Its a living laboratory not a static app"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"β The Vertical Engine Amazon had AWS. Palantir has AIP. Hims has its vertical engine. They incubate new healthcare categories quietly test demand fast and scale only what sticks. Test small Scale fast Cross-sell wide"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"Why $DUOL Is Going to $X Trillion X Key Takeaways: AI wont kill education it will make it explode Translation tech helps Duolingo by expanding its market Duolingo isnt a game its a learning engine with compounding edge Read the full breakdown below π"
X Link @CMDarnton 2025-10-13T14:50Z 11.8K followers, 4728 engagements
"See management discipline. See structural innovation. See perception gaps. See moats forming early. = Thats where asymmetric returns come from"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, 1180 engagements
"This team has missed guidance once. Customer payback periods under XX months Marketing leverage improves by one to three points every year Every vertical feeds the next boosting cross-sell This is operational mastery - disciplined allocation and execution"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, 1072 engagements
"Its the same framework that made me buy: $PLTR at $XXXX $META at $XX $HIMS at $XXXXX The edge isnt numbers. Its pattern recognition"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"5. Translation Expands Duolingos Market More cross-cultural interaction = more desire for fluency. Live translation sparks curiosity. Curiosity drives learning. The same way GPS made people travel more AI translation will make people learn more"
X Link @CMDarnton 2025-10-13T05:38Z 11.8K followers, XXX engagements
"Everyone still thinks $AMD is just the other GPU company. Theyre missing the real story. This isnt about catching Nvidia. Its about rewriting the laws of compute. OpenAIs partnership proves chiplets are the future of AI - and why AMD will be worth $X trillion. π§΅"
X Link @CMDarnton 2025-10-11T08:23Z 11.8K followers, 30.3K engagements
"15. Duolingo Is Still Growing - Rapidly Despite tough comps DAUs still grew XX% year-over-year in Q2 2025. The DAU/MAU ratio hit XX% one of the highest engagement rates in consumer tech. Thats product-led growth not marketing hype"
X Link @CMDarnton 2025-10-13T05:39Z 11.8K followers, XXX engagements
"Why I Believe Duolingo Could Become a Multi-Trillion-Dollar Company Everyone thinks $DUOL is just a gamified language app. They couldnt be more wrong. Duolingo is an education engine with the cultural DNA of Amazon. Heres the full playbook π§΅π"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, 2088 engagements
"$AMD will 10X - from here"
X Link @CMDarnton 2025-10-08T18:23Z 11.8K followers, 37K engagements
"4. Translation Tech Is Not a Threat AirPods will translate everything in real time. Nobody will need to learn languages. Thats like saying Google Maps killed geography. Translation removes friction not aspiration. People learn for identity jobs and culture"
X Link @CMDarnton 2025-10-13T05:38Z 11.8K followers, XXX engagements
"16. Zero Marketing in the U.S. Duolingo spends virtually nothing on ads in its largest market. Growth is XXX% organic. That is almost unheard of for a consumer app. When a company can grow globally without paid marketing you are looking at real product-market fit"
X Link @CMDarnton 2025-10-13T05:39Z 11.8K followers, XXX engagements
"$DUOL $HIMS"
X Link @CMDarnton 2025-10-13T20:09Z 11.8K followers, 10.2K engagements
"FULL THESIS OUT ON SUBSTACK. $UPST"
X Link @CMDarnton 2025-10-17T06:39Z 11.8K followers, 5234 engagements
"π Full analysis + free report: I break down the exact mental models I use to spot these traits before Wall Street catches on - the same frameworks that helped me buy $PLTR at $X $AMD at $XX and $HIMS at $XX. Its free for now. It wont stay that way"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XXX engagements
"First lesson from buying $PLTR at $6.34: You dont beat Wall Street by staring at spreadsheets. You beat it by seeing patterns. The real edge isnt in DCF models. Its in recognizing greatness early. Heres the first and most important trait that made me buy $HIMS π"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, 3517 engagements
"Everyone still thinks $DUOL is just a gamified language app. Theyre missing the real story. This isnt a game - its the foundation of a $10T education revolution. Heres why every bear case is broken and why Duolingo could become the next trillion-dollar giant. π§΅"
X Link @CMDarnton 2025-10-09T15:50Z 11.8K followers, 13K engagements
"I never want to own a company that depends on "weather." And macroeconomics - inflation interest rates - is weather. $UPST thrives when money is cheap and credit flows. When conditions tighten it collapses. Thats not a moat. Best businesses dont need good weather"
X Link @CMDarnton 2025-10-14T06:00Z 11.8K followers, XXX engagements
"I bought $PLTR at $XXXX. Now I think $DUOL is next. Not because it teaches languages. But because its building a digital Montessori engine for global knowledge. Education is a $10T market ripe for disruption. $DUOL could be the next multi-trillion dollar company. π§΅"
X Link @CMDarnton 2025-10-08T07:57Z 11.8K followers, 12.7K engagements
"OpenAI validated $AMD - & $META confirmed it. Everyone still thinks $AMD is the cheap $NVDA. They dont understand compute They dont understand chiplets They have no idea what is coming This isnt a GPU story. Its a compute story. And its about to define the next trillion-dollar era. π§΅"
X Link @CMDarnton 2025-10-07T18:01Z 11.8K followers, 97.6K engagements
"New article out FRIDAY. Upstart Stock $UPST - Case Study In Mediocrity I break down how to spot bad businesses before they cost you money. Weak leadership Shallow culture Macro dependence Upstart = perfect example of what to avoid. Get the breakdown + actionable framework to your inbox"
X Link @CMDarnton 2025-10-13T17:31Z 11.8K followers, 7671 engagements
"WHY DUOLINGO COULD BECOME A $X TRILLION COMPANY π§΅ AI wont make learning obsolete itll amplify it. Translation tools dont kill demand they grow it. This isnt a game its a global learning engine scaling across languages math and chess. Full thesis below π"
X Link @CMDarnton 2025-10-17T08:03Z 11.8K followers, 3342 engagements
"Jeff Bezos wrote in 1997: This is Day X. He encoded Amazons DNA: relentless experimentation long-term focus customer obsession. That culture turned a bookstore into a $1.9T empire. Andrew Dudum is doing the same for healthcare"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"DUOLINGO IS BUILDING THE NEXT $5T GLOBAL EDUCATION PLATFORM. HERE IS EVERY BEAR CASE AGAINST $DUOL - DEBUNKEDπ Everyone thinks Duolingo is just a gamified language app. Theyre wrong. Its building the infrastructure for personalized global education - a digital Montessori system that scales curiosity itself. $DUOL isnt a language app. Its the prototype of the future. Lets break it down π Claim 1: AI will make education obsolete. Reality: AI will explode the demand for learning. People forget: every technological leap has triggered the same panic. The printing press. The calculator. The"
X Link @CMDarnton 2025-10-15T18:28Z 11.8K followers, 6458 engagements
"Every great compounder chooses goodwill over optics. Amazon sacrificed profits for trust. Hims rejected a rumored Novo acquisition to protect consumer choice. Thats integrity turned into strategy - trust compounds faster than earnings"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"International growth is accelerating. China is now the fastest-growing region. Partnerships like Luckin Coffee drive cultural visibility. AI localization allows rapid rollout of content in new languages. Global scale is built into the model"
X Link @CMDarnton 2025-10-07T10:38Z 11.8K followers, 1904 engagements
"This isnt a story about gamified lessons. Its about a structural revolution in how humans learn. Duolingo is building the rails for a new kind of knowledge economy - one that scales infinitely through software. Thats not a $10B story. Thats a trillion-dollar story"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"The truth: this isnt a telehealth brand anymore. Its a vertically integrated healthcare platform that owns acquisition diagnosis and delivery. That structure is how trillion-dollar companies are born"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"If you want to learn how to recognize these patterns - the same ones I used to spot $PLTR at $X $AMD at $XX and $HIMS before its breakout - get my research straight to your inbox. π Its criminal that this is free"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, 1815 engagements
"Wall Street was dead wrong about $AMD. At $XX they laughed. Nvidia dominates inference. Multimodal models will kill AMD. No way they catch up. Now OpenAI just admitted the truth. This isnt just a comeback. Its the rise of a $5T compute superpower. π§΅"
X Link @CMDarnton 2025-10-10T09:23Z 11.8K followers, 13.4K engagements
"And if you want the full deep-dive on $UPST - my complete breakdown of why it represents everything wrong with the so-called AI bubble. My next Substack article drops in a few days. Get it in your inbox instantly by subscribing here:"
X Link @CMDarnton 2025-10-14T06:00Z 11.8K followers, 1989 engagements
"Weight loss Same story. Incubated quietly. Now a $750M vertical. The pattern is clear: Test small Scale fast Cross-sell wide Thats how you compound"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"Haters always say its luck. Lucky with $PLTR at $XXXX Lucky with $META. Lucky with $AMD at $XX. Lucky with $DUOL. Keep saying it. Take my Duolingo thesis for example. Was anyone framing it the way I did No. It was entirely original. Im not here to brag Im grateful for how its played out"
X Link @CMDarnton 2025-10-07T13:50Z 11.8K followers, 9541 engagements
"Every sale improves the system. Data strengthens personalization. Personalization boosts retention. Retention expands margin. The flywheel tightens every quarter"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"The companys mindset is pure Bezos: Optimize for the user Think in decades Experiment relentlessly Ignore Wall Street noise Every decision reinforces the same flywheel: user delight word-of-mouth growth reinvestment more delight"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"6 The lesson here is the same one Jeff Bezos wrote about in the early 2000s: If you obsess over your customers everything else will follow. Thats exactly what Duolingo is doing. They optimize not for ARPU (average revenue per user) but for LTV - lifetime value"
X Link @CMDarnton 2025-10-18T14:17Z 11.8K followers, XX engagements
"I bought $PLTR at $XXXX - it went up 25X. Now I think Duolingo might be next. Everyone thinks its a language app. Theyre wrong. Its building the worlds first digital Montessori system - an engine for human knowledge creation. Heres why $DUOL will 10X. π§΅"
X Link @CMDarnton 2025-10-07T07:18Z 11.8K followers, 34.1K engagements
"Im writing a full breakdown addressing every bear argument against Duolingo $DUOL. Tell me - why do you hate the company Why do you think its a bad stock Ill respond to each point one by one"
X Link @CMDarnton 2025-10-07T20:37Z 11.8K followers, 13.3K engagements
"They separate artists (the innovators) from soldiers (the operators). That structure lets crazy ideas survive long enough to scale. Dermatology started fragile. Now its growing XX% YoY with almost no marketing"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements
"Everyone thinks $HIMS is a telehealth brand. Theyre wrong. Its building infrastructure for personalized health. I bought early because I saw the pattern - the same traits that built $PLTR and $AMD. Here are X traits that prove $HIMS is a future trillion dollar stock π"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, 34.9K engagements
"Most investors lose not because they lack intelligence but because they look in the wrong places. They chase earnings and analyst targets. The market rewards something else entirely: Organisational structure Cultural DNA Founder mindset Thats where $HIMS wins"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, 1834 engagements
"This might be the best investment thesis Ive ever written. Some things can be faked - screenshots performance claims hype. But you cant fake a track record of original high-conviction ideas that play out over time. Duolingo isnt just a language app. Its a digital Montessori in the making - and a future trillion-dollar company. Relentless iteration Long-term thinking Contrarian leadership World-class culture Aligned incentives and structure I break it all down in detail on Substack:"
X Link @CMDarnton 2025-10-11T13:48Z 11.8K followers, 14K engagements
"$SNAP has enormous potential but I struggle to trust its management. The companys vision is to use technology to enhance and complement the human experience not replace it unlike META and others"
X Link @CMDarnton 2025-10-11T18:09Z 11.8K followers, 7605 engagements
"Everyones focused on Meta and TikTok. But the real contrarian opportunity might be hiding in plain sight. $SNAP has nearly a billion monthly users one of the largest social platforms on earth - yet the market treats it like an afterthought. Heres why that could change. π"
X Link @CMDarnton 2025-10-05T15:11Z 11.8K followers, 24.2K engagements
"Everyone thinks $UPST is an AI lending company. Theyre wrong. Its not innovation its dependence - on rates on macro. I bought $PLTR at XXXX because I spot greatness early. Upstart is the opposite. A masterclass in mediocrity. π§΅"
X Link @CMDarnton 2025-10-14T06:00Z 11.8K followers, 16.5K engagements
"π₯ Growth Before Profits - but not at any price. Amazon prioritized scale to build a moat. Hims is doing the same. Each vertical - Hair Skin Mental Health Weight Loss - feeds the next. Retention rises. CAC falls. LTV compounds. Thats how moats are built"
X Link @CMDarnton 2025-10-16T20:40Z 11.8K followers, XXX engagements
"If you want to learn how to spot these traits before Wall Street does I break it all down: How to evaluate management before the numbers How to spot innovation nurseries" How to find perception gaps that lead to 10X returns π Read here:"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, 1946 engagements
"Trait 2: The Vertical Engine (The Innovation Nursery) Every trillion-dollar company builds a system to nurture small fragile ideas. Amazon had AWS. Palantir had AIP. Hims has its vertical engine"
X Link @CMDarnton 2025-10-15T18:10Z 11.8K followers, XXX engagements