$SPOT · 海外大V持仓追踪

$SPOT 现在是什么情况？

最近有人说了 $SPOT 什么？

下面是最近 4 条提及 $SPOT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-02-27中性原文
  The "AI is Disrupting Software but Not Really" Bucket. Here's my personal list of favorites: $RDDT ($149, -37.47% YTD): 10/10 $NFLX ($84.61, -30.85% 6M): 9/10 $NET ($169.5, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, -60.92% YTD): 6/10 $PINS ($17.5, -34% YTD): 8/10 $U ($18.83, -59.3% YTD): 8/10 $FIG ($28.93, -23.65% YTD): 7/10 Reddit - 10/10: You can vibe code Reddit in a day with Opus. But the main thing is "Network Effect" that you can't replicate. You can ask ChatGPT or Gemini a question, but main thing is the type league of legends post-match discussions or human discourse that people use reddit for. Netflix - 9/10: You go to Netflix for squid games and others. I'm sure AI will help with generation of new viral movies or TV shows, but you will still use Netflix or Youtube to watch it. People are still going to watch licensed Anime like Solo Leveling or the newest Alice in Borderlands show over AI generated contnet. Cloudflare 10/10: I don't see how AI would disrupt Cloudflare. Spotify - 9/10: Biggest disruption is Apple Music just not charging for services (which likely won't happen). There's AI generating music but like Youtube, you use Spotify to listen to it. You can try and vibe code Spotify sure, but a large part of it is licenses. AI generated music will not go out and replace Martin Garrix EDM soundtracks (where a large part of it is knowing the song -> going to music festivals in person) or Taylor Swift Love Story type songs (where you also go in person to see concerts). Snapchat - 10/10: Same with network effect only reason it works is because everyone agrees to use it. Their issue is with monetization and excessive stock based compensation, not AI disruption. Duolingo - 6/10: I made fun of Duolingo for the longest time, but it's decent valuation again after the selloff to $86. Yes you can learn languages through Gemini, which I do myself. But most people are still going use Duolingo as more of a motivational tool. There's name recognition too + convenience, which is the biggest factor. People can vibe code their own Duolingo but that doesn't mean people will use it on the app store or go out and code it themselves. Pinterest - 8/10 - It's human related taste. People are fearing agentic commerce and generative AI (Midjourney, DALL-E) will disrupt this type of search, which people don't really use Pinterest for. Unity - 8/10: Everyone uses Unity for 4D AI and World Models. People fear stuff regarding generative gaming, but it's still widely used. Their main issue is monetization from AI usage, not disruption. Figma - 7/10: AI is right now is mainly for porting your figma files over to html/css/js. Not exactly for disrupting the need for the software. Maybe it's just me but there's a certain human element to design and creativity that AI can't emulate yet for wireframing (it's good at copying and doing something relatively new). I highly doubt AI can one-shot Tempo or $XYZ websites. For others like $V and Mastercard, I do genuinely believe interchange and % based fees maybe end as AI handles direct payment routing through $CRCL stablecoins. And for others like $CHGG, they have legitimately been disrupted out of existence already. For the rest like $RDDT and $NFLX, everyone will still go there for discussions or to watch Squid Games, and AI has no material disruptive effect. Going to be hard to time the bottom as fear has overtaken the market with software, but many, such as Reddit present a great opportunity.
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• 2026-02-27中性原文
  @EnDwiGastX As a Suno user myself (I used it to make this song in the quote), it's really good. But despite that, people will still use $SPOT to listen to music. I'm sure artists will make stuff with but they'll release it through Spotify (with the licenses). https://t.co/6TScpgFisl
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• 2026-02-09中性原文
  Still doing research into software segment for opportunities. $SPOT, $NFLX is something that's not disrupted by AI because majority of it is licensing. Netflix drop is more multifaceted bc of acquisition.Those two were richly valued though. $DUOL make more sense. Dont know enough about $ADBE. It's a good time to figure out what gets disrupted, and what has no material effect (but gets sold off in the bucket). $RDDT was my top pick, I'm still looking for others.
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• 2025-07-28中性原文
  For WSB charts I posted: On $GOOGL, realized profit was $101,428+, and lots of unrealized profit since I expect GOOGL to hit $220+ EOY if tech rally continues ( $META $APPL $AMZN $MSFT $NVDA $SPOT) Earnings were a complete blowout and they still have 70B+ in buybacks https://t.co/G6jrKAyumE
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