[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @DrTomsLens Dr. Tomislav Marinovic Dr. Tomislav Marinovic posts on X about $duol, ai, ceo, $duols the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1916068344987586566/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +107% - X Months XXXXXXXXX +2,723% ### Mentions: XX [#](/creator/twitter::1916068344987586566/posts_active)  - X Week XX -XX% - X Month XXX +18% - X Months XXX +338% ### Followers: XXXXX [#](/creator/twitter::1916068344987586566/followers)  - X Week XXXXX +1.60% - X Month XXXXX +19% - X Months XXXXX +1,183% ### CreatorRank: XXXXXXX [#](/creator/twitter::1916068344987586566/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% [celebrities](/list/celebrities) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$duol](/topic/$duol) #194, [ai](/topic/ai) 13.56%, [ceo](/topic/ceo) 8.47%, [$duols](/topic/$duols) #1, [$zeta](/topic/$zeta) #18, [$zetas](/topic/$zetas) #1, [$iren](/topic/$iren) #46, [cash flow](/topic/cash-flow) 3.39%, [carry](/topic/carry) 3.39%, [ab](/topic/ab) XXXX% **Top accounts mentioned or mentioned by** [@maobaobaomby](/creator/undefined) [@vaddykai](/creator/undefined) [@moneyloanruns](/creator/undefined) [@nikoliasgoninus](/creator/undefined) [@himshouse](/creator/undefined) [@marcboroditsky](/creator/undefined) [@jaguarteck](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@themotleyfool](/creator/undefined) [@wise](/creator/undefined) [@luisvonahn](/creator/undefined) [@zetaglobal](/creator/undefined) [@_visionarius](/creator/undefined) [@senseii1010](/creator/undefined) [@marksotoges](/creator/undefined) [@alexfrombabylon](/creator/undefined) [@ivanc76566669](/creator/undefined) [@jiahanjimliu](/creator/undefined) **Top assets mentioned** [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [ZetaChain (ZETA)](/topic/$zeta) [IREN Limited (IREN)](/topic/$iren) [Palantir (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Wise (WISE)](/topic/$wise) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Netflix Inc (NFLX)](/topic/$nflx) [Tesla, Inc. (TSLA)](/topic/$tsla) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) ### Top Social Posts Top posts by engagements in the last XX hours "Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate" [X Link](https://x.com/DrTomsLens/status/1990565647512691096) 2025-11-17T23:40Z 2373 followers, 1486 engagements "Why would you even apply a reverse DCF to a growth company using todays FCF as if its steady state when its clearly not Luis recently said $DUOL is balancing three levers monetization user growth and quality of teaching with more focus on the latter two which shows up in cash flow with a lag. With this youre effectively advertising that you don't follow the company and are simply reverse-engineering your own pessimistic view" [X Link](https://x.com/DrTomsLens/status/1994753166135439482) 2025-11-29T12:59Z 2373 followers, XXX engagements "Every new generation of AI models brings $DUOL one step closer to what it really wants to build: a digital learning twin that understands how you learn your ideal pace difficulty motivation curve retention and recall patterns and the mistakes youre most likely to make" [X Link](https://x.com/DrTomsLens/status/1995511761634754956) 2025-12-01T15:14Z 2372 followers, 1157 engagements "The Experiment Machine: How Duolingo Builds Value Most apps are built by guessing what users want. $DUOL is built by systematically testing how people pay attention stay motivated learn better and decide to pay. According to founder and CEO @LuisvonAhn Duolingo runs a disciplined system of A/B tests that falls into three buckets: X. Monetization X. User growth X. Teaching better To see what each of these means for Duolingos value creation it helps to start from first principles and ask a simple question: what is Duolingo really selling On the surface its a language-learning app with a cute" [X Link](https://x.com/DrTomsLens/status/1995588110567067868) 2025-12-01T20:17Z 2373 followers, 1503 engagements "Luis von Ahn $DUOL's CEO: The way we work at Duolingo is were improving the app all the time. The app is getting better and better every year and the way we improve it is we run hundreds of A/B tests every quarter. These A/B tests fall into three big buckets. One bucket is monetization basically getting more users to subscribe. Another bucket is increasing user growth gamifying the app so that people recommend it more to friends or stay longer. And the third bucket is teaching better across all our subjects. Each one of these buckets has a different timeline for how fast they affect financial" [X Link](https://x.com/DrTomsLens/status/1995591709812523254) 2025-12-01T20:31Z 2372 followers, 4439 engagements "$NFLX is the best counterargument to people dismissing $DUOL because the app is nothing special. The Netflix app is definitively nothing special the quality and breadth of the content is debatable as well as the value for money especially compared to HBO: Succession The Sopranos The Wire Rome Game of Thrones The Last of Us Chernobyl True Detective The Penguin Band of Brothers Oz. Thats the gold standard of TV. And yet its Netflix not HBO that built the dominant compounding consumer subscription business and became a cultural phenomenon. The lesson: perceived product quality and long-term" [X Link](https://x.com/DrTomsLens/status/1995604867809735022) 2025-12-01T21:24Z 2372 followers, 1544 engagements "Teaching better is the slowest lever in $DUOL's system in terms of cash-flow impact but its the one that if done well raises the ceiling by an order of magnitude. Before the 20th century great universities didnt become great by doing great science; they became great primarily by teaching exceptionally well generation after generation" [X Link](https://x.com/DrTomsLens/status/1995614854447583615) 2025-12-01T22:03Z 2372 followers, 5375 engagements "A XXX% surge in platform activity a 25x jump in AI agent usage XX% time savings and XXX% uptime over the biggest shopping weekend of the year is exactly what an AI-native marketing intelligence platform is supposed to look like. $ZETA is finally where it was built to be" [X Link](https://x.com/DrTomsLens/status/1996215484052562024) 2025-12-03T13:50Z 2373 followers, XXX engagements "$DUOL's thesis visualized: The Late Game I think Duolingo is building toward. (Concept mockup I made with Grok not an official Duolingo screen.)" [X Link](https://x.com/DrTomsLens/status/1996303476792431096) 2025-12-03T19:40Z 2371 followers, 3031 engagements "I dont know if its just my timeline but the amount of positive $DUOL posts lately feels very unusual for a high-beta stock in a major pullback. Instead of a collective Weltschmerz and capitulation people are still talking about the platform thesis and its potential the gap between FCF/share and price and sketching breakout scenarios. You rarely see this energy in a high-beta drawdown. The investor base here seems pretty remarkable" [X Link](https://x.com/DrTomsLens/status/1996336579720180103) 2025-12-03T21:51Z 2371 followers, XXX engagements "$ZETA's CEO David Steinberg started his first serious tech company in 1993. With 30+ years of building and scaling telecom and marketing companies its safe to say he knows this business" [X Link](https://x.com/DrTomsLens/status/1996705398020259877) 2025-12-04T22:17Z 2372 followers, 1360 engagements "Even though this is just Phase 1b/2 I see $RXRX's results as an early proof that owning the loop matters: generate the data train the AI models use them to propose candidates validate in the wet lab then feed everything back to refine those models. That TechBio flywheel can become a real structural edge vs experiment-first platforms. To be clear: its still early and we dont have enough clinical outcomes to make definitive claims. But in my view the long-term learning upside is much greater for experimentally validated AI models than for experiment benches alone. In other words it should be" [X Link](https://x.com/DrTomsLens/status/1998045146131124371) 2025-12-08T15:00Z 2373 followers, 1543 engagements "Energy is clearly becoming a bottleneck and one of the defining themes of the next decade. But when I look for truly exceptional energy businesses I mostly end up with $TSLA (where energy is a side quest) and $IREN (indirect exposure via compute). Pure-play businesses that tick my exceptional boxes seem to be in shorter supply than energy itself. Not investment advice" [X Link](https://x.com/DrTomsLens/status/1998051082925158870) 2025-12-08T15:24Z 2373 followers, 3192 engagements "$ZETA's CEO giving time to a community member whos done serious work on the company is exactly how you build trust and show respect to shareholders. In contrast as much as I like Carl and $ABCL in my view their shareholder communication is among the worst Ive seen. A CEO with so little to report last call could at least spare an hour a month for investors patiently waiting for the company to deliver or set up a profile on X in 2025" [X Link](https://x.com/DrTomsLens/status/1997350407371149398) 2025-12-06T17:00Z 2373 followers, 2554 engagements "AI-native platform businesses that get structurally better with each new generation of agentic AI: $PLTR AI OS $ZETA growth OS for large enterprises $HIMS personal health OS $DUOL learning OS If better AI can be simply plugged into their proprietary data and decision layers these platforms instantly deliver better outcomes per dollar spent and become increasingly harder to compete with" [X Link](https://x.com/DrTomsLens/status/1997644173487325487) 2025-12-07T12:27Z 2373 followers, 2424 engagements "For many brands $ZETA is already the invisible growth engine in the background an AI decision layer that constantly figures out which customer is worth talking to next and does that increasingly better over time" [X Link](https://x.com/DrTomsLens/status/1996005648136380429) 2025-12-02T23:56Z 2372 followers, XXX engagements "My thesis for $HIMS is simple: over time it becomes a gravity well for medical patient data both through its own platform and through partners. That matters a lot in a world of fast-rising multi-agentic AI systems. Imagine a team of a cardiologist agent a neurologist agent and a dermatologist agent each trained to world-class expert level in its own domain all reviewing your longitudinal data debating it and searching for the most likely causes of a condition or even the risk factors for future illness. That level of care is something almost nobody on earth can access today. In a decade or" [X Link](https://x.com/DrTomsLens/status/1996239298949996810) 2025-12-03T15:25Z 2372 followers, 10.4K engagements "In my view $ZETA's unique value really comes down to three tightly coupled levers: First-party data cloud: Through its platform Zeta ingests rich first-party data from brands and its own data network: what people browse what they show interest in and what they end up buying or canceling. That lets it focus on people who look ready to buy instead of guessing from age demographics or location. Example: on a big retailers site someone spends time comparing a few pairs of running shoes and saves one. Next time they show up Zeta helps the brand show that shoe (or close alternatives) not a generic" [X Link](https://x.com/DrTomsLens/status/1998474677707288860) 2025-12-09T19:27Z 2372 followers, 5038 engagements "Structurally $ZETA reminds me of $PLTR in a lot of ways. Its not just that the platform is AI-native and gets better with each new generation of AI models its that both platforms are real value-creation amplifiers for large enterprises. Think of it as growth-as-a-service: the better it works for your competitors the less optional it becomes for you" [X Link](https://x.com/DrTomsLens/status/1998484847745183798) 2025-12-09T20:08Z 2372 followers, 3698 engagements "The same people selling $NBIS at $XX and $IREN at $XX will buy $NBIS at $XXX and $IREN at $XX. Thats just how markets work" [X Link](https://x.com/DrTomsLens/status/1999157927295533125) 2025-12-11T16:42Z 2372 followers, 4577 engagements "Big respect to everyone who added $DUOL down there. There arent many true believers left at the bottom but that kind of conviction usually gets rewarded with the best cost basis. Fresh horses we ride" [X Link](https://x.com/DrTomsLens/status/1998489680657133948) 2025-12-09T20:27Z 2372 followers, 4684 engagements "Good point Also looking at the progress SpaceX $RKLB and $ASTS have made in recent years I think it's safe to conclude that the space timelines have become much more compressed compared to XX years ago. This is due to a much larger knowledge base to build on and the fact that more and more problems have become pure engineering problems rather than solving-the-physics problems. In my view data centers in space are one such engineering problem" [X Link](https://x.com/DrTomsLens/status/1999192123011400189) 2025-12-11T18:58Z 2372 followers, XXX engagements "$IREN analysts on this app are increasingly downplaying the threat from orbital data centers. Frankly in the long run $IREN should worry less about space data centers and more about software-native AI clouds undercutting it right here on Earth" [X Link](https://x.com/DrTomsLens/status/1999208649323901203) 2025-12-11T20:04Z 2372 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@DrTomsLens Dr. Tomislav Marinovic
Dr. Tomislav Marinovic posts on X about $duol, ai, ceo, $duols the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +107%
- X Months XXXXXXXXX +2,723%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +18%
- X Months XXX +338%
Followers: XXXXX #
- X Week XXXXX +1.60%
- X Month XXXXX +19%
- X Months XXXXX +1,183%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXXX% social networks XXXX% technology brands XXXX% celebrities XXXX% travel destinations XXXX% automotive brands XXXX%
Social topic influence $duol #194, ai 13.56%, ceo 8.47%, $duols #1, $zeta #18, $zetas #1, $iren #46, cash flow 3.39%, carry 3.39%, ab XXXX%
Top accounts mentioned or mentioned by @maobaobaomby @vaddykai @moneyloanruns @nikoliasgoninus @himshouse @marcboroditsky @jaguarteck @jakebrowatzke @themotleyfool @wise @luisvonahn @zetaglobal @_visionarius @senseii1010 @marksotoges @alexfrombabylon @ivanc76566669 @jiahanjimliu
Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) ZetaChain (ZETA) IREN Limited (IREN) Palantir (PLTR) Hims & Hers Health, Inc. (HIMS) Wise (WISE) Amazon.com, Inc. (AMZN) Netflix Inc (NFLX) Tesla, Inc. (TSLA) Nebius Group N.V. Class A Ordinary Shares (NBIS) Rocket Lab USA, Inc. Common Stock (RKLB) AST SpaceMobile, Inc. Class A Common Stock (ASTS)
Top Social Posts
Top posts by engagements in the last XX hours
"Great letter from $WISE.L's CEO and a great write-up which perfectly captures what I care about when picking companies: exceptional leadership customer obsession around real and longstanding acute pains and a flywheel of value creation that grows over time and gets harder and harder to replicate"
X Link 2025-11-17T23:40Z 2373 followers, 1486 engagements
"Why would you even apply a reverse DCF to a growth company using todays FCF as if its steady state when its clearly not Luis recently said $DUOL is balancing three levers monetization user growth and quality of teaching with more focus on the latter two which shows up in cash flow with a lag. With this youre effectively advertising that you don't follow the company and are simply reverse-engineering your own pessimistic view"
X Link 2025-11-29T12:59Z 2373 followers, XXX engagements
"Every new generation of AI models brings $DUOL one step closer to what it really wants to build: a digital learning twin that understands how you learn your ideal pace difficulty motivation curve retention and recall patterns and the mistakes youre most likely to make"
X Link 2025-12-01T15:14Z 2372 followers, 1157 engagements
"The Experiment Machine: How Duolingo Builds Value Most apps are built by guessing what users want. $DUOL is built by systematically testing how people pay attention stay motivated learn better and decide to pay. According to founder and CEO @LuisvonAhn Duolingo runs a disciplined system of A/B tests that falls into three buckets: X. Monetization X. User growth X. Teaching better To see what each of these means for Duolingos value creation it helps to start from first principles and ask a simple question: what is Duolingo really selling On the surface its a language-learning app with a cute"
X Link 2025-12-01T20:17Z 2373 followers, 1503 engagements
"Luis von Ahn $DUOL's CEO: The way we work at Duolingo is were improving the app all the time. The app is getting better and better every year and the way we improve it is we run hundreds of A/B tests every quarter. These A/B tests fall into three big buckets. One bucket is monetization basically getting more users to subscribe. Another bucket is increasing user growth gamifying the app so that people recommend it more to friends or stay longer. And the third bucket is teaching better across all our subjects. Each one of these buckets has a different timeline for how fast they affect financial"
X Link 2025-12-01T20:31Z 2372 followers, 4439 engagements
"$NFLX is the best counterargument to people dismissing $DUOL because the app is nothing special. The Netflix app is definitively nothing special the quality and breadth of the content is debatable as well as the value for money especially compared to HBO: Succession The Sopranos The Wire Rome Game of Thrones The Last of Us Chernobyl True Detective The Penguin Band of Brothers Oz. Thats the gold standard of TV. And yet its Netflix not HBO that built the dominant compounding consumer subscription business and became a cultural phenomenon. The lesson: perceived product quality and long-term"
X Link 2025-12-01T21:24Z 2372 followers, 1544 engagements
"Teaching better is the slowest lever in $DUOL's system in terms of cash-flow impact but its the one that if done well raises the ceiling by an order of magnitude. Before the 20th century great universities didnt become great by doing great science; they became great primarily by teaching exceptionally well generation after generation"
X Link 2025-12-01T22:03Z 2372 followers, 5375 engagements
"A XXX% surge in platform activity a 25x jump in AI agent usage XX% time savings and XXX% uptime over the biggest shopping weekend of the year is exactly what an AI-native marketing intelligence platform is supposed to look like. $ZETA is finally where it was built to be"
X Link 2025-12-03T13:50Z 2373 followers, XXX engagements
"$DUOL's thesis visualized: The Late Game I think Duolingo is building toward. (Concept mockup I made with Grok not an official Duolingo screen.)"
X Link 2025-12-03T19:40Z 2371 followers, 3031 engagements
"I dont know if its just my timeline but the amount of positive $DUOL posts lately feels very unusual for a high-beta stock in a major pullback. Instead of a collective Weltschmerz and capitulation people are still talking about the platform thesis and its potential the gap between FCF/share and price and sketching breakout scenarios. You rarely see this energy in a high-beta drawdown. The investor base here seems pretty remarkable"
X Link 2025-12-03T21:51Z 2371 followers, XXX engagements
"$ZETA's CEO David Steinberg started his first serious tech company in 1993. With 30+ years of building and scaling telecom and marketing companies its safe to say he knows this business"
X Link 2025-12-04T22:17Z 2372 followers, 1360 engagements
"Even though this is just Phase 1b/2 I see $RXRX's results as an early proof that owning the loop matters: generate the data train the AI models use them to propose candidates validate in the wet lab then feed everything back to refine those models. That TechBio flywheel can become a real structural edge vs experiment-first platforms. To be clear: its still early and we dont have enough clinical outcomes to make definitive claims. But in my view the long-term learning upside is much greater for experimentally validated AI models than for experiment benches alone. In other words it should be"
X Link 2025-12-08T15:00Z 2373 followers, 1543 engagements
"Energy is clearly becoming a bottleneck and one of the defining themes of the next decade. But when I look for truly exceptional energy businesses I mostly end up with $TSLA (where energy is a side quest) and $IREN (indirect exposure via compute). Pure-play businesses that tick my exceptional boxes seem to be in shorter supply than energy itself. Not investment advice"
X Link 2025-12-08T15:24Z 2373 followers, 3192 engagements
"$ZETA's CEO giving time to a community member whos done serious work on the company is exactly how you build trust and show respect to shareholders. In contrast as much as I like Carl and $ABCL in my view their shareholder communication is among the worst Ive seen. A CEO with so little to report last call could at least spare an hour a month for investors patiently waiting for the company to deliver or set up a profile on X in 2025"
X Link 2025-12-06T17:00Z 2373 followers, 2554 engagements
"AI-native platform businesses that get structurally better with each new generation of agentic AI: $PLTR AI OS $ZETA growth OS for large enterprises $HIMS personal health OS $DUOL learning OS If better AI can be simply plugged into their proprietary data and decision layers these platforms instantly deliver better outcomes per dollar spent and become increasingly harder to compete with"
X Link 2025-12-07T12:27Z 2373 followers, 2424 engagements
"For many brands $ZETA is already the invisible growth engine in the background an AI decision layer that constantly figures out which customer is worth talking to next and does that increasingly better over time"
X Link 2025-12-02T23:56Z 2372 followers, XXX engagements
"My thesis for $HIMS is simple: over time it becomes a gravity well for medical patient data both through its own platform and through partners. That matters a lot in a world of fast-rising multi-agentic AI systems. Imagine a team of a cardiologist agent a neurologist agent and a dermatologist agent each trained to world-class expert level in its own domain all reviewing your longitudinal data debating it and searching for the most likely causes of a condition or even the risk factors for future illness. That level of care is something almost nobody on earth can access today. In a decade or"
X Link 2025-12-03T15:25Z 2372 followers, 10.4K engagements
"In my view $ZETA's unique value really comes down to three tightly coupled levers: First-party data cloud: Through its platform Zeta ingests rich first-party data from brands and its own data network: what people browse what they show interest in and what they end up buying or canceling. That lets it focus on people who look ready to buy instead of guessing from age demographics or location. Example: on a big retailers site someone spends time comparing a few pairs of running shoes and saves one. Next time they show up Zeta helps the brand show that shoe (or close alternatives) not a generic"
X Link 2025-12-09T19:27Z 2372 followers, 5038 engagements
"Structurally $ZETA reminds me of $PLTR in a lot of ways. Its not just that the platform is AI-native and gets better with each new generation of AI models its that both platforms are real value-creation amplifiers for large enterprises. Think of it as growth-as-a-service: the better it works for your competitors the less optional it becomes for you"
X Link 2025-12-09T20:08Z 2372 followers, 3698 engagements
"The same people selling $NBIS at $XX and $IREN at $XX will buy $NBIS at $XXX and $IREN at $XX. Thats just how markets work"
X Link 2025-12-11T16:42Z 2372 followers, 4577 engagements
"Big respect to everyone who added $DUOL down there. There arent many true believers left at the bottom but that kind of conviction usually gets rewarded with the best cost basis. Fresh horses we ride"
X Link 2025-12-09T20:27Z 2372 followers, 4684 engagements
"Good point Also looking at the progress SpaceX $RKLB and $ASTS have made in recent years I think it's safe to conclude that the space timelines have become much more compressed compared to XX years ago. This is due to a much larger knowledge base to build on and the fact that more and more problems have become pure engineering problems rather than solving-the-physics problems. In my view data centers in space are one such engineering problem"
X Link 2025-12-11T18:58Z 2372 followers, XXX engagements
"$IREN analysts on this app are increasingly downplaying the threat from orbital data centers. Frankly in the long run $IREN should worry less about space data centers and more about software-native AI clouds undercutting it right here on Earth"
X Link 2025-12-11T20:04Z 2372 followers, XXX engagements