Growth stocks are stealing the show, with recent earnings reports sending prices skyward and spotlighting a common thread: artificial intelligence (AI). Companies like Duolingo, ServiceNow, and Cloudflare are riding this wave, leveraging AI to supercharge their offerings and reward investors with double-digit gains. But is the “AI+ product” concept a golden ticket for your portfolio, or just another market mirage? And after these surges, which stock still has room to run? Let’s break it down. Duolingo: AI-Powered Learning Takes Flight Duolingo (NASDAQ: $Duolingo, Inc.(DUOL)$ ) stunned the market with a 20% stock price leap on earnings day, fueled by a blockbuster Q1 2025 report. Revenue climbed 37.7% year-over-year to $230.7 million, smashing esti

💰 The market is undergoing slight adjustments, with performance at the forefront, although sometimes there can be excessive reactions.💹 $COHERENT(COHR)$/$Lumentum(LITE)$/$Celestica(CLS)$: The buoyancy in AI investments boosts stock performance.📣 Stay tuned, supercharge purchasing power through CashBoost!On Monday and Tuesday, major U.S. stock indices experienced slight declines, marking two consecutive days of losses, with $S&P 500(.SPX)$ ending its nine-day winning streak from last week.On Tuesday, Chinese assets rose, with $NASDAQ Golden Dragon China Index(HXC)$ closing up 0

US stock AI application giant$AppLovin Corporation (APP) $The first quarter results will be announced after the market closes on May 7, Eastern Time. The agency expects Applovin to achieve revenue of US $1.379 billion in Q1 2025, a year-on-year increase of 30.28%; Earnings per share were US $1.438, a year-on-year increase of 114.57%Last quarter, after Applovin disclosed its 2024 Q4 results, its stock price soared by more than 35% that day, while hitting a record high. Later, due to the systemic risks brought by Trump's tariffs and the attacks of many short-selling institutions, Applovin's stock price experienced a pullback/retracement for dozens of days, returned to the position where the Q3 results were released in November last year, and then fluctu

When comparing a wide-eyed green owl to an enterprise workflow behemoth, one might assume they’re in entirely different galaxies. And yet, $Duolingo, Inc.(DUOL)$ and $ServiceNow(NOW)$ offer an illuminating study in scale, profitability, and the art of monetising software—just from opposite ends of the software spectrum. Two software paths, one root—consumer charm vs enterprise scale Duolingo makes language learning addictive. It boasts 97.6 million monthly active users (up 46% year-over-year) and over 6 million paying subscribers, representing a 59% jump. Revenue hit $566M over the last twelve months, with 41% year-over-year growth. Duolingo is, by all measures, a consumer software growth rocket. ServiceNo

$Duolingo, Inc.(DUOL)$ jumped 21% on the earnings day and hit an all-time high after the company beat all the metrics and lifted its full-year revenue forecast.JPMorgan analysts lifted their price target to $500 from $360, and said they see room for Duolingo's user base to continue growing.Financial highlightsEPS: 0.72, beats consensus of 0.47 (52.6% beat)Revenue: 230.74 m vs. consensus of 222.45 m (3.73% beat)DAU: 46.6 vs. 45.43 (2.57% beat)MAU: 130.2 vs. 125.21 (3.99% beat)Guidance: It expects revenue for 2025 between $987 million and $996 million, compared to analysts' estimate of $977.2 millionInvestment highlights1. AI-powered Content Supply & Enriched Learning ExperienceCEO Luis von Ahn highlighted the successful launch of 148 new langua

Market Rebound Ignites AI Stock: 30 Top Picks for Investors After a tariff-driven market scare, stocks are rebounding strongly, with tech leading the charge as investor confidence returns. Wedbush’s Daniel Ives, a long-time bull on U.S. tech, calls AI the “Fourth Industrial Revolution”—a tech transformation unmatched in over 40 years. From chatbots to personalized retail and corporate efficiency, AI is unlocking vast opportunities for companies and investors. Ives spotlights 30 tech leaders set to dominate six AI-driven sectors: hyperscale computing, software, consumer internet, cybersecurity, autonomous/robotics, and semiconductors/hardware. Semiconductors & Hardware: Chipmakers are the foundation of AI's growth. $NVIDIA Corp(NVDA)$ 

😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from May 5 to May 9.1. Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2. Weekly List of Stocks with Estimated

$Upstart Holdings, Inc.(UPST)$ dropped 12% after the company missed Q2 revenue guidance.Financial HighlightsRevenue: $213.4M, beating the $201.3M consensus (+6.0%). However, this was a 2.57% decline from $219M in the prior quarter, though still up from $127.8M a year ago.EPS: $0.33, surpassing the estimate of $0.17 (+94.1%), and rising from $0.26 in Q4 2024.Adjusted EBITDA: $42.6M, above the $27.0M consensus (+57.8%), and up from $38.8M in Q4.Q2 Guidance Miss: Expect Q2 revenue at ~$225M vs. $226M consensus.GAAP net income (loss) for Q2: -10 million USD.Investment Highlights1. AI has accelerated loan approvals, continuing the profitability growth trend from Q4.Revenue fell quarter-over-quarter by 2.57%, but profitability metrics remained strong,

🌟🌟🌟 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 l

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

I believe that AI+ product is a safe haven against tariffs as their product are not actual products that require import and export that the current tariffs are about. The current tariffs are on material stuff and there is nothing on services yet. However, that could change instantly if countries impose policies to make it harder to use these. At this point, I don’t think that would happen as these services often help with productivity and efficiency and doing so would inhibit the economic progress of the country. Technology and AI go hand in hand and can be coupled for greater growth. I think eventually technology will use AI too and both are not mutually exclusive. Consumers can use them for different purposes. Technology is less dependent on supply chain fluctuations and may not be depen

 @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