- I closed my shorts recently in the morning for +20%, was short this name from the time it broke the trendline and closed it today given the chatter around 
DUOL being undervalued blah blah.....
- I was calling out don't look at the current financial numbers and look into the future. All those rosy projections of analyst will look unattainable after a few quarters.
- We have AI which can do speech to speech translation. People were saying LLM can't teach you language but guys we dont need to learn any language at all.
- Companies are building products and application around it. Today
AAPL launched feature on their earphone where it could do realtime translation.
- Apple previously planned to add realtime translation in texting so that two different people can talk to each other in different languages but the text would be translated in the language of choice.
-DUOL is not cheap, it's still trading around 77 forward p/e which is ridiculous for an APP which has no moat and provides no other value than instant gratification of streak which keeps people hooked.
DUOL being undervalued blah blah..... - I was calling out don't look at the current financial numbers and look into the future. All those rosy projections of analyst will look unattainable after a few quarters.
- We have AI which can do speech to speech translation. People were saying LLM can't teach you language but guys we dont need to learn any language at all.
- Companies are building products and application around it. Today
AAPL launched feature on their earphone where it could do realtime translation.- Apple previously planned to add realtime translation in texting so that two different people can talk to each other in different languages but the text would be translated in the language of choice.
-
DUOL is not cheap, it's still trading around 77 forward p/e which is ridiculous for an APP which has no moat and provides no other value than instant gratification of streak which keeps people hooked.Note
Lot of people will be bagholder in this name because this is not a classic scenario. Because financial analyst will only look at the number and on balance sheet it would look great and rosy but any person who is technical and tech enthusiast would know future would look way different and simpler where these speech to speech LLMs would be embedded in the product we daily use!Note
There's no point in learning a new language when you have live translator available which is convenient for you and who the heck even learnt a language with a pop up / gamified app?Note
DUOL is currently a 12.14B market cap company. I can't imagine how it could be more than 3-4 billion dollar company in the best caseNote
- Please enjoy your 1 trillion dollar company as per fintwit perma pumper who bought everything so early and doesn't have screenshots or receipts
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.