Blue Owl Capital

$Duolingo(DUOL.US) reported Q4 FY2025 results after market close on Feb. 26 (ET), another guidance bomb.

These days, it's rare to see trillion-dollar giants fluctuating by 10% or 20% in a single day, but Meta is an exception. It took Meta just one quarter to fall from grace. After the Q3 earnings report, investors' panic seemed to have just been digested. Recently, with the expectation of interest rate cuts rising, $Meta Platforms(META.US) has rebounded 10% from the bottom. In terms of narrative, first, Meta has the most extensive application scenarios, and the AI investment process will be accompanied by accelerated revenue, the "AI darling" narrative; then came the Q3 combination of increased investment and slowed revenue growth guidance...