NASDAQ: DUOL<\/a>), which it said is \u201chighly reliant on app engagement, gamified learning, and digital visibility.\u201d<\/p>\nI\u2019m less worried about Duolingo struggling in a zero-click internet world, as it already enjoys very strong brand awareness on social media. Many of its 130m monthly active users signed up through word of mouth, which the bot doesn\u2019t mention.<\/p>\n
Q1 revenue jumped 38% year on year to $231m, with paid subscribers rising 40% to 10.3m. The company is absolutely thriving. <\/p>\n
That said, more powerful AI-powered apps could pop up, tempting learners to cancel their paid Duolingo subscriptions. So this is worth monitoring. <\/p>\n
Others possibly at risk<\/p>\n
Another stock it said was vulnerable to AI and zero-click disruption was Oddity Tech<\/strong>. This is a fast-growing direct-to-consumer beauty brand with a strong digital marketing focus. <\/p>\nThe stock is up 100% since I identified it as a hidden gem around one year ago.<\/p>\n
ChatGPT said AI voice commerce, where customers tell voice assistants like Alexa to shop online and make purchases, could bypass Oddity\u2019s offerings. That\u2019s plausible, though I\u2019m reassured that 60% of Oddity\u2019s revenue is repeat purchases, indicating high customer satisfaction. <\/p>\n
A third stock the bot highlighted was e-commerce enabler Shopify<\/strong>. It said its merchants \u201cdepend heavily on SEO [search engine optimisation], paid traffic, and social discovery \u2014 all threatened by AI assistants\u201c. <\/p>\nI\u2019m not convinced that Shopify is at risk. If anything, it should benefit as it rolls out powerful AI tools for merchants, something it\u2019s already doing.<\/p>\n
The final one was The Trade Desk<\/strong>, which is an ad-tech company that helps advertisers buy programmatic ads. ChatGPT pointed out that it \u201cthrives on ads shown across the open web \u2013 news sites, blogs, websites\u201d. But in a world of fewer clicks and shrinking third-party ad space, The Trade Desk risks losing relevance.<\/p>\nI would also add that the company also has a growing connected TV business. Streaming platforms like Netflix<\/strong> and Disney<\/strong>, with whom it\u2019s partnered, are not facing changing consumer behaviour.<\/p>\nThese ones look \u2018safe\u2019<\/p>\n
Thankfully, most stocks in my portfolio are at low risk of AI disruption, according to ChatGPT. These include chip maker Taiwan Semiconductor<\/strong> (TSMC), robotics giant Intuitive Surgical<\/strong>, and luxury carmaker Ferrari<\/strong>. None rely on internet clicks.<\/p>\nTwo others I would highlight are Novo Nordisk<\/strong> and AstraZeneca<\/strong>. These pharma giants should actually benefit from AI-driven drug discovery. While lower US drug prices present a medium-term risk to their profits, I think both are worth considering buying.<\/p>\n","protected":false},"excerpt":{"rendered":"Image source: Getty Images On several occasions in recent years, Alphabet CEO Sundar Pichai has said: \u201cAI has…\n","protected":false},"author":2,"featured_media":32331,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3163],"tags":[323,1942,2166,42473,2168,2169,2170,2171,2172,2173,2174,53,63049,16,15],"class_list":{"0":"post-146568","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-category-investing","11":"tag-category-investing-for-beginners","12":"tag-partner-feeds-dbc-media","13":"tag-partner-feeds-fineco","14":"tag-partner-feeds-flipboard","15":"tag-partner-feeds-msn","16":"tag-partner-feeds-pluto-invest","17":"tag-partner-feeds-sharesight","18":"tag-partner-feeds-yahoo-uk","19":"tag-technology","20":"tag-tickers_global-nasdaq-duol","21":"tag-uk","22":"tag-united-kingdom"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/114601985828505273","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/146568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=146568"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/146568\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/32331"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=146568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=146568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=146568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Concept](\"https:\/\/www.europesays.com\/uk\/wp-content\/uploads\/2025\/04\/Data-centre-1200x675.jpg\")
<\/p>\n