Calum

Investor, Designer & Traveller. Hit a $100k net worth from zero by 23, now building with Chartloom to help others

Bullish: $AMD $META $DUOL $NOW $HIMS $ODD

[Calum @CalumLewis]

@Therichardralph I agree, personally I wouldn't be that interested until like $40/share ($500B)

[Calum @CalumLewis]

@weary_centurion For the 40-60% deduction in CPA, I think the math might be wrong?

Tried to fully figure this out with Grok to double check myself, and here's what it gave me: (table below)

So even with the reduction by 40-60% on current CPA, it would still be above H1 2025.

[Calum @CalumLewis]

@alc2022 Yes exactly. The stock has unfairly been punished.

I've been writing exactly about this flywheel... Shouldn't bet against a company that incrementally gets better with every new user

[Calum @CalumLewis]

@WatcherGuru $BTC + crypto getting absolutely crushed...

[Calum @CalumLewis]

@StockMKTNewz It's almost as if the stock market shouldn't be ATHs right now 🫠

[Calum @CalumLewis]

@cmsinvests My $BTC has done terrible lately, but it's a long term hold. Set and forget.

[Calum @CalumLewis]

$DUOL processes nearly 2 billion exercises every single day.

Each one teaches the AI how to teach the next person better.

More learners → better personalization → better outcomes → more learners.

The flywheel isn't the Duolingo owl. It's the data.

That's why I am bullish on $DUOL - few understand this...

[Calum @CalumLewis]

So what's going on here? $DUOL

[Calum @CalumLewis]

@Mattihcq1 Will do thank you!

[Calum @CalumLewis]

Just reached over 350 followers already! 😁

Thank you everyone so far that’s helped

Getting closer to 500 🙏

Will keep posting about the stocks I invest in and my thoughts 💪

[Calum @CalumLewis]

@fivepointscap Amazing for businesses and drives more value on the platform. GREAT

[Calum @CalumLewis]

@Zeff_Pena Appreciate it, thank you for support

[Calum @CalumLewis]

I think you're confusing ambition with pathology.

Many billionaires keep going because they enjoy building and competing at scale. The money is mostly a byproduct of creating products and services that millions of people choose to use. Serial killers harm others for pleasure. These people create jobs and useful things. Not the same thing.

[Calum @CalumLewis]

@drayinvests $AMZN for me for sure

[Calum @CalumLewis]

@jess_tradez appreciate it, thank you!

[Calum @CalumLewis]

@fivepointscap Yes I wouldn't want to own it here

Unless revenue growth is expecting to really accelerate.

Your paying too much upfront right now, if growth even stays flat, the P/S rating will slowly go down and over a longer period this could just trade flat to down

[Calum @CalumLewis]

@StockMKTNewz Either ends 2026 at $200 or $60. I don't think there's in between

I think this will be very volatile. I wouldn't be interested at this valuation. Maybe at like $40 per share...

[Calum @CalumLewis]

Portfolio got carried by $AMD and $META today.

Managed to end the day green +0.36%
Surprisingly with a lot down today

[Calum @CalumLewis]

@adam_tooze My only concern is customer concentration risk. A hand-full of customers are majority of the revenue, and all of them are trying to produce their own chips

[Calum @CalumLewis]

@SergFolio slow and steady, congrats

[Calum @CalumLewis]

@jimcramer Since you mistyped 4 billion... will now actually open at 4 trillion?

[Calum @CalumLewis]

@antibearthesis Shares outstanding left the chat