stonny

Analyzing stocks quantitatively and qualitatively to find asymmetric opportunities in the market and diving into NFTS

[stonny @stonks_222]

@ML4FnOTrading @HatedMoats And where is your billion dollar portfolio?

[stonny @stonks_222]

@ML4FnOTrading @HatedMoats wdym? He is ADDING to his position...

[stonny @stonks_222]

@antibearthesis @QualityInvest5 Was about to call you a regard then realized you're being sarcastic

[stonny @stonks_222]

Just posted a video about what happened with $DUOL earnings and what I think this means for the future
https://t.co/DkhYqCyTkE

[stonny @stonks_222]

@alc2022 $DUOL has also promised to drastically improve free user experience by reducing the friction that previously forced users to subscribe. This means less revenue in the short-term but massive potential for user growth in the long-term. The user experience will improve drastically!

[stonny @stonks_222]

$DUOL -22% after earnings
The company just announced it will be making its AI-powered speaking practice accessible to Super Duolingo subscribers and allow free users to complete nearly all exercises by speaking.
Does this make you bullish or bearish?
@alc2022

[stonny @stonks_222]

@WillBiddy_ I like this

[stonny @stonks_222]

@QualityInvest5 On the other hand third-party sources indicate there is practically no search volume for these keywords, which makes a lot more sense. Who searches "cancel Adobe"? You just do it in the UI...
Something is wrong with Google Trends

[stonny @stonks_222]

Thousands of people are cancelling their $ADBE subscriptions. At least according to Google Trends.
If this is real, the Q2 2026 report is going to be a bloodbath.
@QualityInvest5 What is your take on this? A few of those searches might be by a Fortune 500 CMO, no?

[stonny @stonks_222]

@Rocket77799 @Stockfins Bearish sign. Duolingo users don’t know what language levels are.

[stonny @stonks_222]

@alonso_angulo @QualityInvest5 Why do you think Shopify will die?

[stonny @stonks_222]

@blackstar_86 @alc2022 💀 just open an account with a broker that allows trading US stocks

[Will Manidis @WillManidis]

https://t.co/bDCdltFo0A

[stonny @stonks_222]

@QualityInvest5 @grok is this true?

[stonny @stonks_222]

@QualityInvest5 What is your 90% enterprise revenue estimate actually based on?

[stonny @stonks_222]

@QualityInvest5 This is the case in any phase of innovation. Look at all the failed software businesses of the past. Everyone thought due to their strong network effect they were unbeatable, but when a solution came along that was good enough to justify switching...

[stonny @stonks_222]

@QualityInvest5 Just out of curiosity, how did you come to the conclusion that 90% of Adobe revenue is from enterprises? No matter how I try to reconstruct that I don't reach values beyond 55%. So say Adobe loses the consumer segment -> revenue down 45%.

[stonny @stonks_222]

@QualityInvest5 Even if this is true, AI will cannibalize Adobe's software suite. I understand your argument with control but with AI getting better with every day there will be a point where the cost of control is too high.

[stonny @stonks_222]

@IshemaAline @grok movie name?

[stonny @stonks_222]

@rasulury @QualityInvest5 So they have access to the source code to train an AI model so they can vibe code their own internal CRM 🤡