1Mês·

Duolingo

📈 D.A. Davidson upgraded Duolingo to Buy, lifting its price target to $160 (23% implied upside), betting on a business refresh after the stock’s 60% plunge from 2025 highs.

$DUOL

#Duolingo
#Upgrade

2

1 Comentar

Susanne@Isus01

1Mês

As user i noticed that user activity seems to have gone down over the past months. I also think there Premium Features are overpriced, but I did not have a look on their sales data.

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Code & Capital

@Codeandcapital

2Mês·

Quarterly Results August 3–7, 2026

$PLTR (-0,35%)
$SNAP (+5,13%)
$HSBA (-0,84%)
$9434 (+1,47%)
$ZAL (+3,98%)
$BOSS (+0,34%)
$BNTX (+1,13%)
$SPOT (+1,29%)
$BP. (-1,48%)
$BAYN (-0,99%)
$DOCN (-0,64%)
$MCD (+1,19%)
$CAT (-1,89%)
$PFE (+0,23%)
$ANET (-5,25%)
$PINS (+3,35%)
$SPCX (-2,4%)
$AMD (-2,13%)
$PARA (+2,37%)
$LUMN (+4,61%)
$KTOS (+3,21%)
$CPNG (+2,09%)
$IFX (-2,57%)
$ENR (-0,98%)
$DHL (+2,1%)
$NOVO B (+2,74%)
$CVS (+1,58%)
$UBER (+2,3%)
$SEDG (+2,56%)
$WULF (+9,6%)
$CRCL (+7,74%)
$SHOP (+2,69%)
$DIS (+1,28%)
$HUBS (+5,46%)
$DASH (+3,95%)
$FSLY (+0,09%)
$SNDK (-1,61%)
$MELI (+0,56%)
$DUOL
$APP (+5,92%)
$SMR
$FIG (+6,64%)
$SIE (-1,12%)
$CBK (-0,3%)
$IOS (+2,85%)
$FI (+2,5%)
$DDOG (-1,25%)
$RHM (+5,78%)
$QBTS (+5,46%)
$G24 (+7,29%)
$AKAM (+0,23%)
$MUV2 (+2,31%)
$UA (+0,96%)
$OKLO

13

Martim Fonseca

@martimmfonseca

2Mês·

New Sale

17.07

Duolingo

Vendido em US$ 134,59

Novius

@Novius

3Mês·

The Winners and Losers in AI—From Goldman Sachs' Perspective

After Accenture $ACN (+4,05%) fell by 18% (the stock dropped yesterday to its lowest level since 2017), the entire (consulting) industry was dragged down with it. Capgemini
$CAP (+4,02%) lost 11 percent. Cognizant, Infosys, Wipro, EPAM and Globant were trading lower. Why? Accenture’s business model is based on billable hours. It deploys talented professionals who implement software, restructure processes, and maintain systems at client sites. It is precisely these hours that AI is taking over.

The AI revolution already has its winners and losers. Goldman Sachs has created two thematic portfolios. In the GS US Broad AI includes 94 companies benefiting from AI. The GS AI at Risk contains companies vulnerable to AI, comprising a total of 45 stocks.

Both portfolios start from the same starting point—late November 2022 —after ChatGPT had taken the world by storm—to the present.

The result is clear: The winning portfolio is up 410 percent. That translates to an annualized return of 59 percent per year. The Loser basket stands at minus 26 percent over the same period. That’s a loss of 7 percent per year. The gap between the two stands at around 440 percentage points.

The big winners are the fiber-optic specialist Applied Optoelectronics , up 7,200 percent, SanDisk , up 6,000 percent, and the hard drive manufacturer Western Digital up 2,600 percent, Seagate up 1,900 percent, and Micron up 1,900 percent.

Next up is data center hardware. Celestica rose 3,200 percent, and the cooling and power specialist Vertiv up 2,300 percent, and the equipment manufacturer Argan rose 1,800 percent. Even the laggards in this group of winners are barely in the red. They are the energy providers NextEra, Dominion , and Xcel.

On the other hand, the losers are Globant , down 84 percent, Concentrix down 80 percent, and the payment service provider Bill Holdings down 73 percent, DXC Technology down 71 percent, and the data giant Gartner down 64 percent, the recruitment firm Robert Half and ManpowerGroup each down about 60 percent, and the learning platform Coursera down 62 percent, and Accenture down 57 percent since the end of 2022.

Among the losers, however, there are a few standouts—and they offer valuable lessons. One language AI specialist, SoundHound AI
$SOUN (+7,29%) gained 456 percent. Duolingo
$DUOL rose 80 percent, and Verisign
$VRSN (+0,31%) rose by 32 percent. These companies didn’t just put up with AI—they turned it into their own driving force. Duolingo uses AI to make language learning cheaper and more effective. SoundHound has become AI itself. The lesson is: You have to reinvent yourself—and do so faster than AI can eat away at your old revenue.

Source: "Welt" (excerpt), June 19, 2026

12

Cloo

@Cloo

4Mês·

19 yr old student portfolio

Hey Getquin community, would love to get some feedback on my current portfolio 😃 Long term investment horizon and currently considering cutting my $1211 (+0,9%) and $DUOL position. I am also looking to add $NU (-1,27%) and maybe $OUST 👀

$NVDA (-2,34%)
$MSFT (+0,19%)
$META (-1,01%)
$NBIS (+0,44%)
$DUOL
$1211 (+0,9%)
$HIMS (+4,71%)
$AMZN (-0,25%)
$SRFM
$NU (-1,27%)
$ADYEN (+3,07%)
$NOVO B (+2,74%)
$VUSA (-0,22%)
$VWRL (-0,25%)

15Posições

€ 10.926,37

14,61%

9

1 Comentar

Investor@investingbeginner

4Mês

All i can say don't ever sell $NBIS up or down just keep holding

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2

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Techaktien

@Techaktien

4Mês·

Podcast episode 146 "Buy High. Sell Low." Nvidia, Hims & Hers, Take Two / GTA 6, Duolingo, Thyssen, BASF

After 20 minutes the video quality improves. Adobe Studio has apparently failed.

YouTube

https://openyoutu.be/rbWcp0BNRK4

Spotify

https://open.spotify.com/episode/6bgZMA0uhfaIkUUcXeP8ed?si=x6H_k9L_Qb2pVzXgMGxuZg

Apple Podcast

https://podcasts.apple.com/de/podcast/146-nvidia-hims-hers-take-two-gta-6-duolingo-thyssen-basf/id1695869891?i=1000769493606

$NVDA (-2,34%)
$HIMS (+4,71%)
$DUOL
$BAS (+0,31%)
$TKA (+1,85%)
$TTWO (+3,35%)

www.youtube.com#146 Nvidia, Hims & Hers, Take Two / GTA 6, Duolingo, Thyssen, BASF

9

Adrian

@AdrianInvestor

6Mês·

Just went shopping!!!

Added some $META (-1,01%)
$MSFT (+0,19%)
$DUOL

Still many to but😌

12Posições

€ 44.123,75

39,54%

4

2 Comentários

Wealth-Accelerator@Wealth-Accelerator

6Mês

Wasn’t it possible for you to buy in march?
The tranche looks quite big.

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Mostrar resposta

Ioannis N.

@Ioannisnk

7Mês·

GQ Community - please explain crypto to me

For a long time I looked at the crypto market and saw nothing but a digital casino.

Between the 10,000% "to the moon" pumps and the endless sea of meme coins, it’s hard not to feel like the whole thing is just a giant game of bulls***.

I’ve spent the last few weeks watching YouTube videos and I have to admit that the Bitcoin ecosystem is an absolute masterpiece. Seeing it explained as a decentralized, self-sustaining machine changed my perspective from " bulls*** " to "speculative innovation."

Very good videos:

https://www.youtube.com/watch?v=vclZlAFXpEI

https://www.youtube.com/watch?v=-D3ChoNtlX8

Please recommend more!

My Current Setup (Noob)

I’ve decided to start small. A low allocation just to start playing the game. Currently, I’m running a 90/10 split: (100€ monthly)

90% Bitcoin ($BTC (-0,49%)): It’s the king for a reason I guess.
10% Binance Coin ($BNB (-0,64%)): Just because of the 25% discount on trading fees on binance and it is too good to ignore.

I’m fully aware I’m still "uneducated" in this space. I love the idea of decentralized tokens, but I’m struggling to understand the utility of other altcoins without them feeling like a roll of the dice.

Is a 90/10 BTC/BNB split too "safe," or is it the smartest way to start?

Are there other "beautiful machines" (actual utility projects) I should look into that are not just hype and noise? Because when I look at $ETH (-1,13%) for example isn't it just Bitcoin but worst?

The 100€ montlhy deposit on binance is all automated but is it the best? I transfer to binance and then it auto converts 25€ each week to btc and bnb. I feel that I am paying more in spread for than I usually pay on spot trading for some reason. Please help

$BTC (-0,49%) , $ETH (-1,13%) , $SOL (-0,99%) , $USDT (-0,21%) , $USDC (-0,15%) , $XRP (-0,91%) , $AVAX (-7,91%) , $BNB (-0,64%) , $ADA (-1,04%) , $SHIB (-0,34%) , $DOT (+0,49%) , $DOGE (-0,18%) , $LUNA (-1,19%) , $ASML (-0,26%) , $NVDA (-2,34%) , $NVO (+2,34%) , $NOVO B (+2,74%) , $V (+1,58%) , $PLTR (-0,35%) , $MSFT (+0,19%) , $NFLX (+2,29%) , $IREN (+0,15%) , $NBIS (+0,44%) , $DAPP (+3,41%) , $CIFR (+2,71%) , $DUOL , $MCD (+1,19%) , $MA (+1,5%) , $MARA (+1,09%) , $SE (+1,87%) , $OSCR (-2,84%) , $UNH (+2,49%) , $CRM (+3,77%) , $NOW (+5,86%)