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AI成長ストーリーが脅威にさらされている

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ある記事がこの物語に属するかどうかは、AIの成長物語に関する課題や論争について議論しているかどうかによって判断されます。

仮説

Pending 期日: 2026年9月22日

AppLovin's gross margin will compress by 200+ basis points within next two quarters due to increased competition in AI advertising stack, validating concerns about sustainable profitability.

Pending 期日: 2026年6月24日

AppLovin's Q3/Q4 2024 earnings will reveal AI-related revenue growth deceleration (YoY growth <25%) compared to previous quarters, validating short-seller thesis about unsustainable growth narrative.

Pending 期日: 2026年4月25日

AppLovin (APP) short-seller pressure will trigger a stock price decline of 10%+ within 30 days, driven by concerns about AI revenue concentration and margin compression.

情報源

The AI industry knows it has a massive image problem Yahoo Finance
Only 2 types of people will survive the AI era, … Yahoo Finance
Everyone Is Rotating Out of Artificial Intelligence (AI) Stocks. Here's … Nasdaq
Was Artificial Intelligence (AI) Just the Biggest Hype Cycle of … Nasdaq
Salesforce (CRM) Declined on AI Concerns but Remains a Mission-Critical … Yahoo Finance
AppLovin Plunges 8% as Short Sellers Circle: Is APP’s AI … Yahoo Finance

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最終更新 3月 26, 2026