Panther

[Panther @PharmStocks]

@MarkSterling0 Stocks

[Noah @antibearthesis]

$NVDA CEO is telling you to buy energy stocks

He is literally saying demand will 1000x

Stocks positioned to benefit:
- $CEG
- $VST
- $OKLO
- $BE
- $GEV
- $IREN​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

“This is the best time in the history of humanity to invest in sustainable energy”

In 2025, he was early on semis and neoclouds:
- $NBIS at $22 → +600%
- $INTC at $23 → +500%
- $SNDK at $275 → +400%
- $CRWV at $40 → +200%
- $TSM at $240 → +80%

He’s not guessing. He’s showing you the roadmap.

Are you going to ignore him again?

[Mike Investing @MrMikeInvesting]

The $NVDA CEO has been literally telling you what to buy…

In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%

Jensen is now calling for these 3 companies to squeeze in 2026:

$NOW at $90
$CRWV at $114
$IREN at $60

These names are most likely the next 10x setups.

Don’t miss out…

[Nav Toor @heynavtoor]

BREAKING: AI can now analyze stocks like Wall Street analysts (for free).

Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals (Save for later)

[OptionsFlowBoss @OptionsFlowBoss]

$IREN

Whale buyer

Not a fan but they take it up/down very easily and whenever they want to

[Flow God @FL0WG0D]

$IREN - $4M Call buyer

[OptionsFlowBoss @OptionsFlowBoss]

$MANU (a recent write-up) one of the biggest sports brands in the world with 4X more revenues is currently valued at only $2.9B!

Will double from current levels.

[OptionsFlowBoss @OptionsFlowBoss]

$DUOL SP: $199.75
Market Cap: $9.23B

$DUOL is a global mobile-first learning platform best known for its language-learning app and the Duolingo English Test. Founded in 2011, the company delivers over 40 language courses plus newer subjects such as math, music, and chess, using short, gamified lessons designed for mobile.

The core business runs on a freemium model: anyone can learn for free with ads and product friction, while paid tiers (Super, Max, Family) remove ads and unlock premium features, including AI-driven tutoring experiences in Duolingo Max.

The company’s scale is central to its model. $DUOL serves well over 100 million monthly active users across more than 190 countries, including rapid growth in markets like China. Engagement is reinforced through streaks, rewards, social mechanics, and frequent product iteration.

On top of this consumer app, $DUOL monetises the Duolingo English Test as a lower-cost, online alternative to traditional language proficiency exams that is now accepted by a large and growing number of academic programs.

$DUOL frames its mission as making high-quality education universally available. That mission sits on a deliberately software-heavy, asset-light structure as roughly half its workforce are engineers and data scientists. The company leans heavily on experimentation, data, and AI to drive product improvements, retention, and monetisation at global scale.

$DUOL economics are attractive because it combines a huge global top-of-funnel with a software subscription engine that scales efficiently. The freemium model lets hundreds of millions of people learn at effectively zero marginal cost to the company, then converts a growing slice of that base into high-margin recurring subscription revenue.

What truly sets $DUOL apart is the combination of data, brand, and engagement wrapped around an AI-native product. No other language app operates at comparable scale, which gives $DUOL a unique data set on how hundreds of millions of learners interact with content, where they struggle, and what keeps them coming back.

That data feeds directly into its AI systems and experimentation engine, enabling more personalised lessons, better recommendation logic, and premium features such as AI conversations and tutor-like experiences in Duolingo Max.

$DUOL reported Q3 2025 EPS of $5.95, but this figure was driven by a one-time tax related gain of $223M (as shown in the income statement below). Excluding one-off items, the company still achieved a strong adjusted EBITDA of $80M.

Revenue grew 41% and paid subscribers grew 34% YoY. Q4 forward looking guidance suggests that bookings growth will slow to 22% YoY, a sharp drop from Q3’s 33% growth. The shares have dropped significantly in November of 2025 due to combination of weaker than expected Q4 profit forecasts, a shift towards prioritising long-term user growth over short-term monetisation, and concerns about AI competition.

With revenues projected to climb to $1.5B by 2027 and net cash to surpass the $2B mark, I rate the shares as a STRONG BUY with a price target of $335. I view Duolingo’s 9.7x forward 2027 FCF yield a bargain as the management will be able to reinvest (as noted in the recent earnings call) its profits into product innovation and AI-driven tools.

More info here 👇
https://t.co/zMzAPy2eIz

[WALL ST JESUS @WallStJesus]

$GDS

[Flow God @FL0WG0D]

Nice move on these $U contracts so far

[Panther @PharmStocks]

Make sure noone buys cars from @championporsche after their antisemitic comment

[Panther @PharmStocks]

@WallStJesus Yes big put sell

[Panther @PharmStocks]

@drivera94gmail1 $MSTY may be in trouble if $MSTR goes down big

[WALL ST JESUS @WallStJesus]

$GTLB RBC Top Mid-cap pick

[Panther @PharmStocks]

@CheddarFlow Sold ?

[Panther @PharmStocks]

@VIPSheffTrades nice work on $tvtx Wish I had the shares

[Panther @PharmStocks]

@OptionsHawk Had call buying last week

[Panther @PharmStocks]

@unusual_whales What about Hamas, any sanctions on them for what they did and doing?

[Joe Kunkle @OptionsHawk]

$AMZN Dec 120 calls bought every day for 2+ weeks, sits on $118M up 70-125% on trades

[Panther @PharmStocks]

@SilkRoadMed your stock in dump fire What's going on ?