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

Tiger_comments
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
    05-09
    Shyon
    I see “AI + Product” as a key growth trend. Companies like Duolingo $Duolingo, Inc.(DUOL)$ and AppLovin $AppLovin Corporation(APP)$ are using AI not just as a backend tool, but to directly enhance their offerings and drive revenue. This makes their business models more scalable and immediately monetizable, which sets them apart from other AI plays.

    These firms also seem more resilient to macro risks like tariffs or supply chain issues. Since they’re asset-light and largely software-driven, they aren’t as exposed to global logistics or manufacturing disruptions. That gives them a defensive edge in uncertain times.

    While these stocks may not keep climbing at the same pace, I think the long-term upside is strong. As AI shifts from hype to real-world impact, the winners will be those who combine cutting-edge tech with a product that delivers clear value to users and investors.
    $Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$

    @Tiger_comments @TigerStars @TigerClub

  • koolgal
    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
    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
    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
    05-13
    Tiger_comments
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  • Zarkness
    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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