Anti-Tariff Shock: Are "AI + Product" Stocks the Next Stop?
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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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
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
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~
This stock is very promising. I currently have a profit of 16%. There is another stock that has a profit rate of 34% after holding it for three days.
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