$Duolingo(DUOL.US) dropped by six or seven points, which is quite noticeable; concerns about AI replacing language learning have been brought up again. $ServiceNow(NOW.US), $Palo Alto Networks(PANW.US), and $UiPath(PATH.US) all saw small declines. The fundamentals in workflow, cybersecurity, and RPA haven't blown up, but valuations are high. With the AI replacement narrative 叠加 interest rate environment, any sign of trouble leads to a valuation cut first 🫠
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