---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/26973895.md"
description: "Deepseek has ignited the market, and the AI narrative has entered a new stage, with the application side being the key focus!Investors can focus on two major directions: first, data elements, where vertical data assets (healthcare, finance) are gaining prominence due to model training demands; second, application innovation, with edge devices (AI glasses, headphones) and intelligent agents (Agent) set to explode as computing costs decline.These include AI+data analytics stocks like $Palantir Tech(PLTR.US), $Cellebrite DI(CLBT.US), and $Elastic NV(ESTC.US), with the first two up 310% and 140% year-to-date, respectively, while the last one still records a decline;AI+cloud service stocks like $ServiceNow(NOW.US), $Commvault Systm(CVLT.US), $Datadog(DDOG.US), $CloudFlare(NET.US), $Snowflake(SNOW.US), $MongoDB(MDB.US), $Confluent(CFLT.US), $GitLab(GTLB.US), and $Fastly(FSLY.US);AI+digital advertising and marketing stocks like $AppLovin(APP.US), $Trade Desk(TTD.US), $Digital Turbine(APPS.US), $Klaviyo(KVYO.US), $Zeta Global(ZETA.US), $Braze(BRZE.US), $Adobe(ADBE.US), $Twilio(TWLO.US), and $Life360(LIF.US);AI+enterprise solution stocks like $Doximity(DOCS.US), $Workday(WDAY.US), $Automatic Data Process(ADP.US), $Zoom Communications(ZM.US), and $SAP AG-Sponsored(SAP.US);"
datetime: "2025-02-05T01:25:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/26973895.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/26973895.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/26973895.md)
author: "[官方股单 ](https://longbridge.com/en/profiles/8795959.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/26973895.md) | [繁體中文](https://longbridge.com/zh-HK/topics/26973895.md)


# Deepseek has ignited the market, and the AI narrat…


### Related Stocks

- [Palantir Technologies Inc. (PLTR.US)](https://longbridge.com/en/quote/PLTR.US.md)
- [Twilio Inc. (TWLO.US)](https://longbridge.com/en/quote/TWLO.US.md)
- [Commvault Systems, Inc. (CVLT.US)](https://longbridge.com/en/quote/CVLT.US.md)
- [The Trade Desk, Inc. (TTD.US)](https://longbridge.com/en/quote/TTD.US.md)
- [Automatic Data Processing, Inc. (ADP.US)](https://longbridge.com/en/quote/ADP.US.md)
- [Datadog, Inc. (DDOG.US)](https://longbridge.com/en/quote/DDOG.US.md)
- [Digital Turbine, Inc. (APPS.US)](https://longbridge.com/en/quote/APPS.US.md)
- [Workday, Inc. (WDAY.US)](https://longbridge.com/en/quote/WDAY.US.md)
- [Cellebrite DI Ltd. (CLBT.US)](https://longbridge.com/en/quote/CLBT.US.md)
- [ServiceNow, Inc. (NOW.US)](https://longbridge.com/en/quote/NOW.US.md)
- [Confluent, Inc. (CFLT.US)](https://longbridge.com/en/quote/CFLT.US.md)
- [Elastic N.V. (ESTC.US)](https://longbridge.com/en/quote/ESTC.US.md)
- [GitLab Inc. (GTLB.US)](https://longbridge.com/en/quote/GTLB.US.md)
- [Cloudflare, Inc. (NET.US)](https://longbridge.com/en/quote/NET.US.md)
- [Klaviyo, Inc. (KVYO.US)](https://longbridge.com/en/quote/KVYO.US.md)
- [Snowflake Inc. (SNOW.US)](https://longbridge.com/en/quote/SNOW.US.md)
- [AppLovin Corporation (APP.US)](https://longbridge.com/en/quote/APP.US.md)
- [Doximity, Inc. (DOCS.US)](https://longbridge.com/en/quote/DOCS.US.md)
- [MongoDB, Inc. (MDB.US)](https://longbridge.com/en/quote/MDB.US.md)

## Comments (2)

- **lemonsz · 2025-08-28T22:56:54.000Z**: m
- **官方股单  · 2025-02-05T01:25:44.000Z**: AI+Project Management $Monday.com(MNDY.US), $Atlassian(TEAM.US), $Smartsheet(SMAR.US), $Asana(ASAN.US);AI+Sales and Marketing Platform $HubSpot(HUBS.US), $Salesforce(CRM.US)AI+IoT $Samsara(IOT.US); AI+Online Education $Duolingo(DUOL.US)Previously, Goldman Sachs provided a basket of stocks for the th