Here are 15 bullish stocks I'm closely watching in the current market:

$IBM(IBM.US) — The old giant is quietly reshaping itself around AI and hybrid cloud. The combination of its consulting business and the watsonx platform is a potential growth avenue underestimated by the market.

$ServiceNow(NOW.US) — ServiceNow is the "operating system" for enterprise services, and AI workflow automation is a natural extension of its core strengths.

$Adobe(ADBE.US) — Adobe enjoys a moat in creative software. The deep integration of its Firefly generative AI continues to enhance user stickiness, and short sellers have failed to be bearish for 18 consecutive months.

$Snowflake(SNOW.US) — Despite controversies, Snowflake's core data cloud thesis holds: AI queries require clean, structured data, which is exactly its domain.

$Palantir Tech(PLTR.US) — Still my top pick for enterprise AI. Government and commercial orders are accelerating, and the value of the AIP platform has been validated.

$Arm(ARM.US) — Covering every chip, every device, every data center, the ARM architecture is the invisible cornerstone of the AI era.

$Coreweave(CRWV.US) — CoreWeave is a benchmark for new-generation cloud computing. It will directly benefit if capital expenditures by large tech companies remain high.

$Nebius(NBIS.US) — Nebius is a dark horse in Europe's AI infrastructure space, with low institutional ownership, undervalued, and expanding at an extremely fast pace.

$Micron Tech(MU.US) — Memory is the next AI bottleneck after computing power. Demand for HBM (High Bandwidth Memory) is just getting started, and the industry cycle is bottoming out.

$Credo Tech(CRDO.US) — Credo Semiconductor is a pure-play beneficiary of high-speed data center interconnects, low-key but crucial.

$Marvell Tech(MRVL.US) — Marvell Technology's custom chip story is playing out. The value of its ASIC projects for hyperscale customers far exceeds market expectations.

$Oracle(ORCL.US) — The inflection point in Oracle's cloud business is a severely undervalued large-cap opportunity, as evidenced by its data center order backlog.

$Broadcom(AVGO.US) — Broadcom is the compound growth leader in custom AI chips. The integration of VMware brings additional growth, making it a core holding.

$Dell Tech(DELL.US) — The hardware core of AI infrastructure buildout. The dual-cycle resonance of PowerEdge servers and AI PCs makes its infrastructure value significant.

$Microsoft(MSFT.US) — Azure cloud growth is re-accelerating, and Copilot commercialization is just beginning. It remains the most stable AI giant.$ServiceNow(NOW.US)