Despite significant losses and concerns about deceleration, the creator is holding Duolingo, comparing its situation to Netflix's past struggles and believing in its long-term potential and product improvements.
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Analysts Were Completely Wrong About This Stock
Joseph CarlsonMay 8, 2026
The creator discusses Google's (GOOGL) impressive stock performance, attributing it to strong execution and AI integration, and contrasts it with the perceived culture issues and leadership doubts from the past. He also analyzes the AI investment landscape, highlighting the capex spend by major tech companies like Amazon (AMZN), Microsoft (MSFT), and Meta (META), and discusses the differing perspectives on AI's impact on jobs from figures like Dario Amodei and Jensen Huang. The creator also shares his personal investment in Duolingo (DUOL), explaining why he's holding despite its poor performance, and concludes with a "fail of the week" segment detailing the conflict between New York City Mayor Eric Adams and hedge fund manager Ken Griffin, suggesting it's driving businesses away from New York to Miami.
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Amazon is showing accelerating revenue growth, particularly in AWS, and its current forward PE ratio makes it an attractive buy.
Microsoft is currently trading at a low 20s forward PE ratio, suggesting it's a good buy with potential for its PE to creep up.
Meta is seen as having room for multiple expansion, especially if viewed more favorably, and Bill Ackman has confidence in Mark Zuckerberg's capital allocation.
Nvidia is performing extraordinarily well, but Google has doubled its performance over the past year, and it's mentioned as undervalued by Brad Gersonner.
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