Nasdaq(NDAQ) The Motley Fool·2025-04-09 08:56Core Viewpoint - The Nasdaq Composite index is in a bear market, down 22% from its all-time high, primarily due to concerns over a potential global trade war triggered by tariff announcements from President Trump [1][2]. Group 1: CrowdStrike - CrowdStrike is a leading cybersecurity company with its Falcon platform offering a comprehensive solution that includes 29 modules for protecting various aspects of business operations [4]. - The company processes 2 trillion security events daily, making 180 million indicator-of-attack decisions every second, enhancing its AI models over time [5]. - By the end of fiscal year 2025, 67% of Falcon customers were using five or more modules, indicating a growing need for comprehensive cybersecurity solutions as businesses move online [6]. - CrowdStrike reported 10 billion by fiscal 2031, suggesting a potential 138% return for investors if the price-to-sales ratio remains stable [8]. - The company's addressable market is projected to grow to 10 billion ARR target [9]. Group 2: Duolingo - Duolingo is the largest digital language-education platform, with 116.7 million monthly users at the end of 2024, reflecting a 32% year-over-year increase [10]. - The platform generates revenue through ads for free users and subscription fees, with 9.5 million subscribers at the end of 2024, a 42% increase from the previous year [11]. - Duolingo launched a new subscription tier called Max, featuring AI-powered tools to enhance user experience, which now accounts for 5% of its total subscriber base [12]. - The company's revenue reached a record 88.5 million, a 451% year-over-year increase [13][14]. - Despite a recent 33% decline in stock price, Duolingo trades at a price-to-sales ratio of 18.5, which is above its three-year average, but projected growth could lower the forward price-to-sales ratio to 10.8 by 2026 [15][16].