The bird is gaining some serious momentum $Duolingo(DUOL.US)
Smartbird
BIRD----
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We've seen this film before...
Nasdaq hit its 12th straight record close while companies with 0 AI expertise rebrand overnight and rip 200-600%26 years ago, it was a similar script with ".com"Then (1998-2000):• April 9, 1998: K-Tel announced a pivot to online music sales and stock ripped +900%• March 29, 1999: Computer Literacy rebranded to Fatbrain com and stock ripped +322%• March 21, 2000 Goldman Sachs told clients to go 90% stocks• April 17, 2000: Nasdaq had its biggest one-day point gain in history.In 2026:• April 2, 2026: Goldman Sachs told clients the worst of the selling is behind us• April 15, 2026: Allbirds rebranded to NewBird AI to rent GPUs and stock ripped +582%• April 16, 2026: Myseum rebranded to Myseum AI and stock ripped +200% pre-market• April 16, 2026: Nasdaq closes at a new all-time highThe Nasdaq crashed 78% and bottomed 30 months after that April 17, 2000 rally...
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Cerebras soon to IPO at $35B+ valuation.
This is the holy grail of OpenAi contagion. -> $8.1B valuation few months ago-> Sam Altman hints at $20-30B deal over 3 years.-> $23B valuation.-> Now it’s $35B+ to the public.If OpenAI promises $Smartbird(BIRD.US) $5 trillion in orders, does it suddenly make it a $6 company?Might be fine for a year… but this is not going to end well if OpenAi goes down.Source: Serenity
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I’m at a loss for words. wtf is this
$Smartbird(BIRD.US) is up 572% after:“Allbirds executed a $50M convertible financing facility… to fund a pivot into GPU-as-a-Service and AI cloud infrastructure”This is a shoe brand?Source: Serenity
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$Smartbird(BIRD.US)
Allbirds, the footwear brand, is selling all of its assets and raising $50M in convertibles to buy GPUs and begin offering AI infrastructure. Well, that’s one way to pivot a business 😂I guess bullish Nvidia…Source: amit
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DUOL (Trans): Guidance intentionally conservative, but user concerns lead it to forgo near-term monetization. ---
Below is Dolphin Research's Trans of $Duolingo(DUOL.US) FY25 Q4 earnings call. For the earnings analysis, cf. 'Duolingo: Guidance bomb again—has the green bird turned into Dead Duo?'
I. Core highlights recap. 1) FY2026 guidance.Bookings +10%–12%. Revenue +15%–18%. Adj. EBITDA margin ~25%...
DuolingoConference Minutes - D
Duolingo: Weak Guidance + Uncertainty of Short-term Changes, Green Bird Falls from High Valuation Pedestal
$Duolingo(DUOL.US) released its third-quarter 2025 earnings after the market closed on November 5th, Eastern Time. Due to fourth-quarter guidance falling short of expectations (implying a significant slowdown in growth), the company simultaneously stated its intention to make new investments and product changes from a long-term perspective. The core focus shifted from more direct monetization and profit-related metrics (such as paid rate and EBITDA margin improvement pace) to user growth across the ecosystem (MAU, DAU), leading to market uncertainty regarding future monetization performance growth. Following Duolingo's earnings release, the stock price fell by over 20%...
+11DuolingoFinancial Analysis
