Anti-Tariff Shock: Are "AI + Product" Stocks the Next Stop?

Tiger_comments
2025-05-09
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Over the past week, several AI concept stocks have seen sharp gains.

$Duolingo, Inc.(DUOL)$ surged over 20% thanks to its development of 148 new language courses using AI.

$AppLovin Corporation(APP)$ withstood short-selling pressure, leveraged AI to power its ad system, and achieved 40%+ revenue growth and 80%+ profit margins.

$Roblox Corporation(RBLX)$ returned to high growth, jumping 11% in the week of its earnings report. It’s seen as a “subscription + entertainment” stock, a type of defensive asset during trade wars and economic downturns.

Is "AI + Product" the Real Growth Opportunity?

While most AI projects still struggle with the dilemma of “powerful models, but hard to monetize,” these AI+ companies share one thing in common: AI is directly embedded into the product or monetization path, delivering immediate ROI.

AppLovin’s model clearly relies less on supply chains and interdepartmental coordination, emphasizing “asset-light + high efficiency”.

Duolingo uses AI to accelerate content creation, rapidly launches new features, and continues to strengthen its subscription model. This type of “AI + Product” company seems less likely to be disrupted by macro factors (like tariffs).

Is AI Shifting from a Technological Phase to a Product Competition Phase?

Some analysts believe the next phase of AI investment lies in SaaS, pointing to recent earnings reports from $ServiceNow(NOW)$ and $Cloudflare, Inc.(NET)$ .

Additionally, the competition in large language models has dragged $Alphabet(GOOG)$ stock down, making it the lowest-valued stock among the “Magnificent 7”. Looking back to 2022, there were market fears that $Meta Platforms, Inc.(META)$ social media empire might be replaced by TikTok, driving its forward P/E down to 10.76. Will Google suffer more?

Still, analysts argue that big tech’s unique product ecosystems can’t be easily replaced. Although many large AI models are flourishing now, the eventual winner in the AI race will likely be the one combining technology + product.

What do you think?

  • Which “AI +” model do you believe in more?

  • Is “AI + Product” a safe-haven play against tariffs?

  • How much longer do you think these stocks can keep climbing?

  • Which models are more immune to tariffs and supply chain fluctuations?

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Growth Stocks Soar: Is AI+Product the Future of Investing?
Growth stocks have been actively releasing their earnings reports recently. Duolingo jumps 20% on earnings day. CEO highlighted the successful launch of 148 new language courses, developed using AI. Analysts believe that SaaS will become the next major focus in AI investment. Companies like ServiceNow and Cloudflare have both surged over 10% following their earnings reports. Do you believe in the investment potential of the AI+ product concept? Which company’s stock still looks like a good buy after an earnings beat?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • Shyon
    2025-05-09
    Shyon
    我认为“AI+产品”是一个关键的增长趋势。像多邻国这样的公司 $Duolingo, Inc.(DUOL)$ 和AppLovin $AppLovin Corporation(APP)$ 使用人工智能不仅仅是作为后端工具，而是直接增强他们的产品并增加收入。这使得他们的商业模式更具可扩展性和立即货币化，这使他们有别于其他人工智能公司。

    这些公司似乎也更能抵御关税或供应链问题等宏观风险。由于它们是轻资产且主要由软件驱动，因此它们不会受到全球物流或制造中断的影响。这给了他们在不确定时期的防守优势。

    虽然这些股票可能不会继续以同样的速度攀升，但我认为长期上涨空间很强。随着人工智能从炒作转向现实世界的影响，赢家将是那些将尖端技术与为用户和投资者提供明确价值的产品相结合的人。
    $Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$

    @Tiger_comments @TigerStars @TigerClub

  • koolgal
    2025-05-10
    koolgal
    🌟🌟🌟 I believe that Meta Platforms $Meta Platforms, Inc.(META)$ is generally less directly affected by the US tariffs compared to companies that rely heavily on physical goods.  Since Meta's revenue mainly comes from digital services and ad sales, it does not face the same exposure as manufacturers or retailers that import large volume of physical products.

    Meta Platforms AI+ integration is multi faceted.  This includes advanced model development, infrastructure investments, product innovation and ecosystem building.

    One of the outcomes of Meta AI+ approach is the launch of its standalone Meta AI app.  Powered by the Llama 4 model, the app offers a personalised, conversational experience that integrates social data from platforms like Facebook, Instagram and WhatsApp.

    Meta has a goal to create a seamless, interactive interface where AI can generate personalised recommendations.

    I believe that Meta is a great stock to invest long term.

    @Tiger_comments @TigerStars


  • icycrystal
    2025-05-10
    icycrystal
    @koolgal @GoodLife99 @SPACE ROCKET @TigerGPT @Shyon @Aqa @rL @HelenJanet @LMSunshine @Universe宇宙

    While most AI projects still struggle with the dilemma of “powerful models, but hard to monetize,” these AI+ companies share one thing in common: AI is directly embedded into the product or monetization path, delivering immediate ROI.

    AppLovin’s model clearly relies less on supply chains and interdepartmental coordination, emphasizing “asset-light + high efficiency”.

    Duolingo uses AI to accelerate content creation, rapidly launches new features, and continues to strengthen its subscription model. This type of “AI + Product” company seems less likely to be disrupted by macro factors (like tariffs).

    Which “AI +” model do you believe in more?


    Is “AI + Product” a safe-haven play against tariffs?


    How much longer do you think these stocks can keep climbing?


    Which models are more immune to tariffs and supply chain fluctuations?


    leave your comments to win tiger coins~

  • 1PC
    2025-05-09
    1PC
    It's a difficult question as with President Trump's behavior... [Thinking] 💬 he can Flip Flop easily in second...& Markets will go crazy 🤣 either sides 🙀. In the long term, once the tariff dust is settled and done 👍. AI + Products should be a Good Catch 🪝😁. For now 😮 it's Better to be Safe and Play Short Term 🙏. At least for me 😁( Come join in to grab this reward's) @Jes86188 @Barcode @koolgal @Shernice軒嬣 2000 @Shyon @JC888 @yourcelesttyy @Aqa
    • koolgal: 
      Thanks for sharing 🥰🥰🥰
  • Tiger_comments
    2025-05-13
    Tiger_comments
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    Thanks for participating in discussion. Your coins have been sent through the topic! Check notification in community and find the coins[Heart]
  • Zarkness
    2025-05-10
    Zarkness
    I think $Palantir Technologies Inc.(PLTR)$ ,$Tesla Motors(TSLA)$ AI adoption and development will continue to be strong for the next stage .
    • koolgal: 
      Great stock to buy 🥰🥰🥰
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