Duolingo is flagged as a 'tier four' stock highly susceptible to AI disruption, with the creator strongly advising against it.
Source Post
I Think Packaged Food Stocks Are in Trouble
May 23, 2026
The creator discusses a shift in his investment thesis regarding CPG food stocks like Hormel, Campbell, and General Mills. Initially bullish due to the defensive nature of food, he now sees a sector-wide sell-off driven by declining gross sales and increased private label penetration at grocery stores, impacting national brands.
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Tickers discussed in this post
The creator advises against Intuit due to its high vulnerability to AI disruption, suggesting it's a poor investment choice.
The creator warns against investing in Adobe, labeling it as vulnerable to AI disruption and advising investors to look elsewhere.
The creator reallocated capital from packaged food stocks to Google, viewing it as a superior investment.
The creator reallocated capital from packaged food stocks to Microsoft, viewing it as a superior investment.
Amazon is a potential dark horse in the food landscape through Whole Foods, and the creator plans to dollar-cost average into the stock at pullbacks of $215 or less.
Target is a potential winner as it benefits from the trend of private label products offering higher margins and displacing national brands.
Walmart is a winner because it prioritizes its own private label products, which yield higher margins than national brands.
Costco is a winner due to its Kirkland brand, which replaces national brands and offers higher margins.
UNFI is mentioned as a publicly traded company that partners with grocery chains to manufacture products, potentially benefiting from the private label trend.