The Boring Investor

The Boring Investor@boring_invest

Best part is: 80% of this move was caused by the idea that my grandma would vibecode her own language app. DAU is accelerating. The $DUOL mass abandonment didn’t happen. Turns out there’s more to a company than just their app interface. Easiest reversal in history of humanity

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

The Boring Investor@boring_invest

I think the crossing of the 200 day officially marks the point where there's only clear skies ahead for $DUOL. See you at $1000.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

The Boring Investor@boring_invest

$WOLF ⏳

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

The Boring Investor@boring_invest

People argued AI was coming for Duolingo. In 2024, Duolingo shipped 1800 course units per quarter. In the first quarter of 2026 they shipped 20500. An 11 fold increase. They were also able to launch 150 new courses in 2025 and they extended courses teaching its nine most

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

The Boring Investor@boring_invest

$DUOL is such an easy multibagger. Too boring for most to even look at. Grossly mispriced. Very asymmetric.

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

The Boring Investor@boring_invest

Also a thought that just occured to me is how $CBRS could be an enabler of more naturally flowing and real-time language tutoring. Would certainly revolutionize $DUOL ‘s video-call feature. Just one example of what fast inference enables.

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

The Boring Investor@boring_invest

Expecting a lot of money to flow back into companies like $DUOL if this plays out. At least that’s one of the ways I’m hedging this short term hardware uncertainty. I also believe $DUOL eventually becomes a multi bagger from here.

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

The Boring Investor@boring_invest

Wolfspeed's edge scales with voltage. The industry’s power architectures are moving up in voltage because current and copper become the constraint. That does two things for the company: it increases SiC content per system in the 1200 V volume market, and it opens a less crowded,

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close