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.
$Palantir Technologies Inc.(PLTR)$ $C3.ai, Inc.(AI)$
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