May. 31 at 4:33 PM
$CLOV
Same pattern, different industries:
ZoomInfo (
$GTM) — B2B sales data.
The largest company dataset in the world, written off as “a database threatened by ChatGPT.” In reality its own AI sits on a data moat nobody can rebuild. Profitable, beaten down, misunderstood. Exactly CLOV’s gap between perception and reality.
Pagaya (
$PGY) — AI lending.
A data trove of a trillion dollars in loan applications drives its own underwriting models. Just turned profitable. Higher leverage, higher risk, same blueprint: own data, own AI, scaling beginning.
3. AppLovin (
$APP) — AI advertising, the happy ending as a lesson.
Declared dead in 2022 after Apple’s privacy update, down 90%. Nobody believed in the AI. Then everyone saw the data moat and the engine, and the stock went vertical. That’s the template for how CLOV can end once the market finally wakes up.
