Chit Chat Stocks Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL
Sep 12, 2025
The podcast dives into the impressive but concerning dynamics of Duolingo's market presence as it faces AI competition. It discusses Chipotle's declining sales and consumer behavior shifts. Exciting insights into the booming AI sector, particularly the financial landscape around Nebius, reveal investment strategies. Cybersecurity stocks and their resilience versus rising competition get critical attention, while the gambling industry's allure sparks enthusiastic debate. Lastly, the ethical implications of IoT and investment trends add depth to the financial discussion.
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Is Chipotle At Peak Demand?
- Chipotle posted its first negative comp-sales since the pandemic, signaling possible peak demand for the concept.
- Hosts think growth may slow to inflation rate unless international expansion accelerates materially.
Be Wary Buying Chipotle At Rich Multiples
- Consider whether revenue per restaurant will merely track inflation before buying at rich multiples.
- Avoid paying high P/E if future unit growth looks limited and international expansion is uncertain.
Duolingo: Growth Versus Disruption
- Duolingo faces a dual narrative: robust user monetization versus potential AI/live-translation disruption.
- Hosts view the live-translation market as somewhat different from people who proactively learn languages.