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DUOLINGO IS FLYING WHILE ELI LILYS CRYING



🪙 Crypto & 401(k)s: A Game-Changer Incoming


  • President Trump is set to sign an executive order letting 401(k) retirement plans invest in alternative assets like cryptocurrency (Bitcoin & Ethereum), private equity, and real estate—a major shift from the usual stocks-and-bonds menu.

  • This could open access for millions of savers to the massive $9–12 trillion retirement market.


🚀Crypto Reacts Fast


  • The announcement caused Bitcoin to rally ~2%, reaching over $116,000, while Ethereum surged 7%.

  • Even Coinbase’s stock climbed nearly 3.5%, showing growing enthusiasm for digital assets.


💡What This Means


  • Crypto could go mainstream: Suddenly, retirement plans might include crypto, turning it from niche to normalized.

  • Regulatory reviews underway: The SEC and Labor Department are being asked to adjust rules to make this real.

  • Caution flagged by critics: Concerns include crypto’s volatility, lack of liquidity, higher fees, and potential legal issues—so don’t expect this rollout to be instant.


📦DoorDash (DASH)—Delivery Dominates +3%


  • Q2 EPS: $0.65 vs $0.44 expected (from a loss last year!)

  • Revenue: $3.28B (+25%), beating forecasts

  • Orders: 761M (↑20%), GOV $24.2B (↑23%)

  • Stock Jump: +8.5% — investor hype is real

  • Outlook: Strong Q3 forecast; convenience economy magic 👌

  • Foundation: P/E ~in high teens/20s, no dividend; valued for growth

  • Rating: Strong Buy — hype meets profit runway

  • Holders: Vanguard, Fidelity


📚Duolingo (DUOL) — Learning Gains Altitude +30%


  • Q2: Big beat on revenue & bookings; user growth surging

  • Stock: Soared ~25% pre-market—AI boost pumping up confidence

  • Outlook: Raised full-year revenue forecast

  • Basics: High P/S (reflecting scale), investing ahead of returns

  • Rating: Overweight (JPMorgan), PT trimmed to $500

  • Holders: Institutional growth-chasers like ARK, Vanguard


💊Eli Lilly (LLY) — Earnings Beat, Drug Doubt -15%


  • Q2: Sales $15.56B, EPS $6.31 — both beat expectations

  • Stock Falls: –13% on disappointing weight-loss pill data

  • Future: Still optimistic with Zepbound & Mounjaro; caution from analysts remains

  • Financials: P/E ~18×, solid dividend yield (~1%), cash-generating

  • Rating: Hold—bullish on fundamentals, bearish on R&D risk

  • Holders: Vanguard, BlackRock


📱AppLovin (APP) —AdTech Livewire, Stock Surprised +10%


  • Q2 Results: Revenue $1.26B, EPS $2.39 vs expectations of $1.99 — boom!

  • Stock Reaction: Down ~7% in after-hours—cash flow dipped, buybacks dropped

  • Outlook: Strong ad revenue growth (↑77%), pivoting from gaming apps to broader markets

  • Value: High P/E, aggressive growth play

  • Rating: Overweight (analysts); PT ~ $485

  • Holders: Growth-focused funds


🏨Airbnb (ABNB) — Travel Strong, But… -7%


  • Q2: EPS $1.03 vs $0.94; revenue $3.1B vs $3.03B consensus—beat!

  • Stock Reaction: –7% — due to margin worries and $200M new services investment

  • Future: Long-term growth in experiences, but near-term profits should watch

  • Foundation: P/E ~30×, no dividend, reinvesting heavily

  • Rating: Mixed—Hold to Outperform, depending on execution

  • Holders: Vanguard, BlackRock

  • Forecasted revenue $3.03B and EPS $0.94 for Q2, still waiting for official actuals.


🏦Brookfield (BN) —Strong Q2 + Stock Split -1%


  • For Q2: Distributable earnings rose ~13% to $1.30/share

  • Move: Announced a 3-for-2 stock split and record $177B deployable capital

  • Feels: Solid into alternative assets + shareholder-friendly moves

  • Rating: Buy — conservative, stable, yield+growth flavor

  • Holders: Brookfield insiders, institutional long-hold funds


🚑 McKesson (MCK) — Mixed Results -6%


  • Earnings beat (~$8.26 adj), but revenue missed — sales still up ~19% YoY

  • No dramatic stock move; med-distribution steady-as-it-goes

  • Rating: Hold — boring but necessary in healthcare


🎰DraftKings (DKNG) —All-Time Ride, Some Caution -2%


  • Strong Q2 earnings and record revenue, but active users growth slowing

  • Stock reaction variable—huge pops followed by pullbacks in past

  • Valuation: P/E steep; speculative fun

  • Rating: Hold — high potential, but high risk if momentum fades


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