ARE $ADBE & $DUOL LOSING THEIR LEADERSHIP?
I found an interesting datapoint yesterday on @Similarweb.
1. Duolingo is gradually losing global traffic YoY and just saw its largest recent weekly decline. At the same time, the broader education app category is seeing rising traffic, which makes the divergence notable.
2. On the design side, Adobe is also seeing declining global traffic. However, the entire design software category is trending lower, suggesting this may be more of a sector-wide slowdown than an Adobe Express–specific issue.
Just sharing the data here. I do not have positions in either name and recently exited my $ADBE position at roughly a 10% loss.