https://finance.yahoo.com/news/duolingo-ceo-luis-von-ahn-144500554.html
Debate sobre DUOL
Puestos
37Duolingo: Duolingo CEO Luis von Ahn isn’t worried about AI-powered live translation killing his business
TTWROR +104% from Aug23
Trimmed a part of $RKLB (-1 %) (15%) and $SOFI (-0,75 %) (20%) waiting for a pullback in the next weeks.
200 wma shows short term overvalue.
In watchlist:
Add to $AMD (-1,37 %) position,
Whatching $NOVO B (-1,76 %) , $DUOL , $CLSK (-5,53 %) , $JD (-2,32 %) (but i don't wanna spend my liquidity)
$BIDU (-3,28 %)
$BABA (-2,33 %)
$HIMS (+6,24 %) i'm preparing to my first safe trim after a strong impulse


Duolingo facing the end?
For companies like $DUOL it is currently not an easy time. More and more big tech companies are launching new gadgets and features on the market to simplify translation and communication.
- Mark Zuckerberg and $META (-1,13 %) have just introduced a new live translation feature for their AI glasses. The integrated display shows the translated text directly in front of your eyes like subtitles.
And that's only after $AAPL (-0,56 %) and ChatGPT have also already entered the market. As a reminder:
- Apple: Real-time translation directly in AirPods → Users can communicate instantly in FaceTime, phone calls or messages without having to open a separate app.
- ChatGPT: AI-powered translationintegrated directly into everyday life → Voice input, texts or conversations can be translated seamlessly without a learning app in the background.
What do you think: is the business model of #Duolingo under pressure? You can definitely see the fear of investors in the share price.

For Duolingo's business model, I don't even see the danger as being that great. For many people I know who use it, it's more of a pastime that feels more meaningful than social media. I don't see this being jeopardized by AI in the slightest, rather the opposite. More time = more willingness to fill it and do something "meaningful" with it. That can be good for Duolingo.
But on the other hand, I've always had the impression that Duolingo is incredibly overrated. It's by no means a junk company, but I can't really justify the growth the market is expecting, despite the good business performance so far, and perhaps the news is now catching up with the company.
Buy based on results or feeling? 🦜
Yesterday added 3 more shares of Duolingo. They keep on growing really fast but people have the feeling that they will be overtaken by AI. I think they will keep growing because of AI so will keep on adding if they fall further.
Elf position closed 🔒
After the insane rise of $ELF (-1,16 %) it was time to close my position. Made a nice 70% profit after I sold a few shares and made it my smallest position around 103 a while ago. At this moment a further increase in $DUOL and $ASTS (-1,17 %) is planned.
Duolingo falls another -8% today
$DUOL continues to plummet after the really good quarterly figures.
More and more critical voices and fears are coming to light that the company may be completely or largely replaced by already very advanced and sophisticated AI models.
Whether #duolingo the next $NOKIA (-0,4 %) or $BB (+7,36 %) of the 21st century?
What are your opinions? I actually couldn't find any headlines for today's #dip headlines for today. Does anyone know what!

Help needed! Duolingo 💚
As I received salary I’m looking to invest some more into the market. Ofcourse I am looking for some great opportunities and think $DUOL is one of them. I’m hesitating because of the high valuation although I use it every day myself. From how I see it AI is the biggest strength of Duolingo instead of a threat for them. What do you think about Duolingo and is it a buy at this moment?
Haven‘t read hugely into their revenue streams and stuff, bit feels like they might profit short term but loose long term.
My investment thesis from Duolingo in a chart

Duolingo > Chat GPT
Duolingo's revenue since November 30, 2022, the day Chat GPT was launched and was supposed to "destroy" Duolingo:
Since Dec-22, sales have more than doubled and compared to Jun-20 more than sixfold compared to Jun-20, which corresponds to a average annual growth rate of 44.5%. corresponds to.
What do you think? Is Duolingo currently one of the best deals in the market?

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