icycrystal
05-10

 @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~

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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