The Don

Wolf in Sheep Skin $DUOL $GOOGL $ISRG $CRWV $NVDA $ORCL $NET $AMZN

[The Don @donleon___]

$DUOL is by far the JUICIEST RR… I still cannot believe the market is misunderstanding this gem. Moving money around to grow my position to $15,000 in stock. Hopefully more. Go look at their insane financials — $271.7M revenue (+41% YoY), $5.95 EPS beat, 50.5M DAUs (+36%), 11.5M paid subs (+34%) — and tell me this shouldn’t be trading way higher.. absolute SLEEPER. Anything below 200 is free money. Insider buys last week reaching 20 MIL.

[The Don @donleon___]

Some interesting trades as well as longer term prospects are looking good to enter. Crypto is the EOY trade IMO but definitely interested in other names. Stay tuned. $SPY

[The Don @donleon___]

@tradingview where are the financial specifics in Mobile?? This is all I’m seeing.. Where is the revenue by country, sector, etc???

[Charly Wargnier ☄️ @DataChaz]

Sorry, son.

Dad is busy burning tokens.

[Alexandr Wang @alexandr_wang]

state of the art motherfuckers

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Satya Nadella @satyanadella]

Open-weight models are essential to a healthy AI ecosystem. Together with others across our industry, we are outlining a path for open-weight models to strengthen American competitiveness and expand economic opportunity, while protecting national security. https://t.co/Tr0sAzAxTD

[Tiffany Fong @TiffanyFong]

the new world order

[zerohedge @zerohedge]

JOLTS Job Openings 7.618MM, Exp. 6.866MM, Last 6.866MM

not a typo

[Vlad Tenev @vladtenev]

Agent, meet markets.

[Cointelegraph @Cointelegraph]

🚨 JUST IN: Anthropic’s Mythos AI reportedly found macOS flaws that could bypass Apple security, per WSJ.

[The Don @donleon___]

@duolingo plz add coding. More importantly and firstly- agentic ai/coding concepts for understanding principles of code. That is a massive emerging market. There is a bridge between normal people with no experience in code and AI. It becomes foggy when trying to bridge AI built projects and coding. The reason why companies are not laying off as much as it being projected is because normal people have yet to find a structured way to approach AI (agents) EFFECTIVELY. The coding world is a completely different WORLD with a different language. Eventually, those companies will ramp up layoffs from improved productivity. BUT their size will hinder their ability to innovate.. This is a time where the individual becomes equipped with becoming the master of their vision. THAT bridge of understanding- is what will supercharge regular people’s ability with AI. SPECIFICALLY agents. A blank text prompter looks like Goliath without pre existing knowledge of structure. I think this is the next “chess” move ;)

[The Don @donleon___]

@duolingo plz add coding. More importantly and firstly- agentic ai/coding concepts for understanding principles of code. That is a massive emerging market. There is a bridge between normal people with no experience in code and AI. It becomes foggy when trying to bridge AI built projects and coding. The reason why companies are not laying off as much as it being projected is because normal people have yet to find a structured way to approach AI (agents) EFFECTIVELY. The coding world is a completely different WORLD with a different language. Eventually, those companies will ramp up layoffs from improved productivity. BUT their size will hinder their ability to innovate.. This is a time where the individual becomes equipped with becoming the master of their vision. THAT bridge of understanding- is what will supercharge regular people’s ability with AI. SPECIFICALLY agents. A blank text prompter looks like Goliath without pre existing knowledge of structure. I think this is the next “chess” move ;)

[Andrew Curran @AndrewCurran_]

Striking image from the new Anthropic labor market impact report.

[Daily Noud @DailyNoud]

21 Savage has cut ties with Palantir Technologies.

[The Don @donleon___]

just opened a new position on $FIG. about 1k worth at about $24. I absolutely love their positioning with OpenAI and Claude to reinforce their products and functionality.

If ADBE wanted it for 20b, I sure as hell want it for 1/2 the price at $24

[Art of Life 🦋 @Art0fLife_]

"The universe will assist you when you are acting in love."