Group 1: Duolingo - Duolingo is a language learning platform with 50 million daily users, of which 11.5 million are paying subscribers [2][3] - The company reported third-quarter revenue of $271.7 million, a 41% increase year-over-year, and expects fourth-quarter revenue to grow by over 30% [3][4] - Duolingo is profitable, with an EBITDA of $80 million, and is trading at about 14 times analysts' expected 2026 earnings of around $8 per share [4] Group 2: Nice - Nice is a leader in agentic artificial intelligence technology, facilitating text-based conversations between humans and AI [5][6] - The company has a strong customer base, including major firms like Visa and Morgan Stanley, and reported an 8% year-over-year growth last year [6][8] - Nice's annualized recurring revenue for its AI technology reached $328 million, up 66% year-over-year, and is projected to trade at about 10 times its expected 2026 profit of roughly $11 per share [8][9] Group 3: Dell Technologies - Dell Technologies is currently trading at about 12 times its anticipated per-share earnings of nearly $10 [10] - The company experienced an 11% year-over-year revenue growth to $27 billion in the third quarter, driven by its entry into the AI sector [11] - Dell's CFO projected a record fiscal year 2026 with AI shipment guidance raised to $25 billion, up over 150% year-over-year, and total revenue guidance of $111.7 billion, up 17% [13]