UnveiledZenith

$ODD It looks like Brand No. 4 might be focusing on the hottest subject right now: anti-aging and peptides. They even hinted at using iPSC differentiation (adult cells reprogrammed back to an embryonic-like state, to develop into specific, specialized somatic cell types).

@insiderinvests Very high...

What are the chances $SoFi ends up red on this Friday the 13th?

$DUOL New practice feature for both paying and free subscription users.

I wonder which is the winner in the degenerate bet category... Paramount offering $100B for Warner Bros. when their own market cap is only $11B? 🫠 Or $HIMS, wanting to take on Big Pharma by yelling proudly worldwide that they are breaking the law?

$ODD's culture could use some improvement.

$DUOL's users age distribution

$DUOL The bear case for Duolingo seems to be now, not only the AI takeover, but also the alleged easiness of replicating their model, leading to an avalanche of competition. Is it really that easy, though... What do you think?

$DUOL At least on paper things don't seem all that gloom and doom....

January U.S. nonfarm payrolls rise 130K vs 66K est. unemployment rate 4.3 vs 4.4 est. private nonfarm payrolls 172K vs 70K est. $SPY

$HIMS vs Ro January is the month of transformation and weight loss goals, which should have translated into a massive traffic win for Hims. It didn’t happen. What should we expect for the rest of the year?

$DUOL Duolingo CEO Luis von Ahn is hinting at new subjects. It looks like Science might be the next one on the list! 🧪

$ODD My calculations show a 13% M/M traffic increase for Methodiq. While the growth looks higher initially, it's actually moderated by a shift in traffic between their two domains: methodiq and methodiqacne.

$ODD's SpoiledChild taking over as growth engine with +100% M/M traffic growth

Why it’s not clicking on TikTok: ​Price barrier: $69 is a lot for a TikTok "scroll-and-buy." ​Psychology: Younger audiences prioritize "wants" over "needs." ​Trust: A "need" product isn't glamorous; it requires a refined space, not a loud feed.

$ODD It appears the TikTok influencer campaigns aren't the ROI goldmine they likely expected for Methodiq. ​Since the September launch, they’ve had exactly one viral hit (3M+). Meanwhile, their Instagram following is rapidly catching up to TikTok. Screenshots taken one week apart

Ark Invest's Big Ideas puts quantum 20 to 40 years away....

It’s hard to ignite a spark in everyone with only a few subjects, and I understand why some are so pessimistic about $DUOL 's future.

The only thing that concerns me about $ODD is their obsession with controlling the pace of their growth.

$DUOL has hired 23 people this week from Google, Apple, Microsoft, Meta, Amazon, Oracle, Tinder and many others

$ODD The beginnings of precision medicine for everyone...