Shamsher Singh

[Shamsher Singh @Sammy18021998]

@sarkarstix Khi b jao naam roshan kro✌🏻

[Shamsher Singh @Sammy18021998]

@everydaystocksx Dont u think ur duol comes under same category?

[Shamsher Singh @Sammy18021998]

@GabGrowth @ToonStoryAI @HyperTechInvest @MikeLongTerm Just Another person trying to get more engagement through u dw abt them!

[Shamsher Singh @Sammy18021998]

@CernunnosCap Wht do u smoke?

[Mike @MikeLongTerm]

$AMD J-Curve moment will be Q3 2026✅

Q3 and Q4 2026 will be the quarter:
People will move from
"Mike is just pumping his @AMD"
to
"Oh Shit, Mike was right"

AMD will still be the cheapest Semi stock even after x3 from here for its long term potential.

People have to understand, AMD will go up with or without me talking about the business. Financial sector is selling off due to Credit Card rate cap, and of course they upgraded the lagger AMD. It is possible AMD will be their popular/best trade into end of 2027.

I can only share great comps or analyses at Free.99 here where others have paywall/courses.

I'm not here to convince you to buy.

And I can't offer Financial Advice!

[Tom Collins @T0M248]

there’s a reason $UBER is ~20% of @BillAckman’s portfolio.

it’s deeply undervalued.

[Hated Moats Investor @HatedMoats]

🚨 Duolingo News

Duolingo’s owl just flew into New Zealand universities.

The News

A growing list of New Zealand universities, including Otago, Massey, Canterbury and Victoria University of Wellington, are now accepting the Duolingo English Test for international applicants.

The pitch is rather straightforward. Take the test online, get results fast, and Duolingo says it uses a mix of AI, computer vision and human proctors to verify identity and deter cheating.

This is not a one-off kiwi experiment. Duolingo has been steadily turning DET into a mainstream admissions credential, with the company saying thousands of programmes accept it globally. I mentioned this aspect in our original analysis.

Important caveat is that admissions acceptance is not the same as immigration acceptance. New Zealand’s immigration process still leans on established, in-person style English testing pathways, and DET is not positioned as the default proof there.

My Take

A classic “moat under construction” story. Duolingo’s language app is the attention engine. The English test is the monetisation engine with a very specific kind of credibility moat, i.e. institutional acceptance.

Every time another reputable university says “yes, we accept DET,” Duolingo wins twice. First, it reduces friction for applicants who would rather pay for something faster and simpler than legacy tests. Second, it strengthens the network effect, because universities want to accept what students can actually take easily, and students choose what universities accept.

The bear case is also simple, in my opinion. The moment a remote, online test gets hit with a credibility scandal, adoption can stall. That is why the distinction matters. Universities can move faster than governments. Immigration agencies tend to be slower, more conservative, and much less forgiving on integrity questions.

From a stock perspective, this is not a single-quarter catalyst but rather a quietly compounding distribution. It won't make headlines with 10%+ gain, but I think DET is one of the cleanest examples of Duolingo turning brand and reach into a paid product with high operating leverage. The owl is gamified fun. The admissions office saying “accepted” is the real business, though.

Verdict: Bullish

Not because New Zealand is huge, but because credibility is contagious, and Duolingo keeps getting invited into more official rooms.

One could say that, from business point of view, when your product becomes a checkbox on an admissions form, you stop being an app and start being infrastructure?

[Shamsher Singh @Sammy18021998]

@GabGrowth @mkfilko I think they always been good at getting things done quickly i mean this regulation related stuff

[Shamsher Singh @Sammy18021998]

@pepemoonboy Netflix

[Daniel @danielisdizzy]

Lisa Su explains why, for at least the next few years, $AMD and $NVDA GPUs will continue to dominate the AI accelerator market.

“ASICs like $GOOGL TPUs are great, but they don’t offer anywhere near the same programmability or model flexibility that GPUs provide. AI is at least a 10-year cycle, and we’re only in year two. Being so early, software developers want the flexibility to innovate on different algorithms.”

Even as ASICs become competitive for inference, GPUs are on another level. $AMD and $NVDA are set to keep thriving in the years ahead.

[Shamsher Singh @Sammy18021998]

@peanutrgood @GabGrowth Another assh0le

[Shamsher Singh @Sammy18021998]

@gnoble79 Why dont u buy all in shorts of tesla?

[Shamsher Singh @Sammy18021998]

@GrindeOptions So hows the margin looks like? On FSD

[Grey @guo_lin99725]

$RKLB Rocket Lab’s 7 Acquisitions: Building the "Amazon of Space" ♟️🚀

I’ve spent the last few days dissecting the history of Rocket Lab ($RKLB), and the realization is staggering. Peter Beck isn’t just building rockets; he is following the Jeff Bezos Playbook: use strategic acquisitions to own the entire infrastructure of an industry.

Just as Amazon acquired Kiva Systems for robotics and Whole Foods for physical reach, Rocket Lab has executed 7 strategic moves to control the Bill of Materials (BOM) for the entire space economy.

🧐 The 7 Pieces of the Empire: A Portfolio of Dominance

The "Eyes & Balance" (2020) - Sinclair Interplanetary:
Acquired the world leader in reaction wheels and star trackers. Every satellite needs these to point and navigate.

The "Brain" (2021) - Advanced Solutions, Inc. (ASI):
Acquired the masters of off-the-shelf space software and GNC (Guidance, Navigation, and Control). They provided the "Operating System" for the Photon platform.

The "Ejection Seat" (2021) - Planetary Systems Corp (PSC):
Acquired the gold standard in satellite separation systems. They have a 100% success record across 100+ missions.

The "Heart/Power" (2022) - SolAero Technologies:
The biggest move yet. Acquired one of the world's leading producers of high-efficiency space solar cells. Absolute energy independence for every RKLB mission.

The "Infrastructure" (2023) - Virgin Orbit Factory:
Not a company acquisition, but a genius asset buyout. Beck secured 144,000 sq ft of world-class manufacturing space and machinery for pennies on the dollar to accelerate the Neutron rocket.

The "Senses" (2025) - Geost:
A massive $275M deal for elite EO/IR (Electro-Optical/Infrared) sensor capabilities. RKLB can now build the "cameras" for missile tracking and reconnaissance.

The "Nervous System" (2025 - Pending Approval) - Mynaric:
The final piece of the puzzle. Laser communication terminals for inter-satellite links. Note: Currently clearing German regulatory hurdles (BMWK). Once complete, RKLB owns the space-based internet mesh.

The Strategic Result: The End-to-End PowerhouseRocket Lab now controls ~90% of its own supply chain. While competitors wait 18 months for parts, Peter Beck simply walks downstairs to his own factories.

With BlueBird 6 successfully in orbit for ASTS today (featuring that game-changing ASIC chip), we are seeing the dawn of new technology. But for Rocket Lab, the "Amazon Era" of space—where one company owns the truck, the cargo, and the delivery route—is already here.

If you resonate with the long-term value of this "one-stop" vertical integration strategy, please Like and Retweet😊😊.Thanks for your support! 🙏

#RKLB #RocketLab #PeterBeck #AmazonOfSpace #VerticalIntegration #SpaceEconomy #Investing #Neutron #Photon #Geost #Mynaric

[Shamsher Singh @Sammy18021998]

@GabGrowth So this bike food delivery or bike ride thing is very sustainable due to fuel prices. Stupid people never visited asia and dont know the reality of the place that u need bikes to make the places work

[sean @Gykiwi03]

$RKLB 🌏🇳🇿🇺🇲🇦🇺🇨🇦🇩🇪🇬🇧🇰🇷🇯🇵...

BIG ACHIEVEMENT for 2025 🥳.
New 85 price target showing on MarketWatch, Yahoo finance, details of Analyst not released as yet.

[Shamsher Singh @Sammy18021998]

@Couch_Investor @kylewhitegoat 😭😭these guys why they do tht

[Shamsher Singh @Sammy18021998]

@GabGrowth @FrameworkWisely Idk where he is coming up with 7
4 seems correct no!

[Shamsher Singh @Sammy18021998]

@niurn_writes @GabGrowth I think its not abt how much percentage some ticker drops wht i believe is wht can come out stronger after this harsh sell offs!
So it ll be interesting to see how these non profit maker names will survive if markets dips 10-20 percentage.