---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41309295.md"
description: "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)"
datetime: "2026-06-01T02:20:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41309295.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41309295.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41309295.md)
author: "[低买高卖的卢老师](https://longbridge.com/en/profiles/14376583.md)"
---

# Here are 15 bullish stocks I'm closely watching in…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [NOW.US](https://longbridge.com/en/quote/NOW.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [IBM.US](https://longbridge.com/en/quote/IBM.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [ARM.US](https://longbridge.com/en/quote/ARM.US.md)
- [SNOW.US](https://longbridge.com/en/quote/SNOW.US.md)
- [ADBE.US](https://longbridge.com/en/quote/ADBE.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [CRDO.US](https://longbridge.com/en/quote/CRDO.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md)
- [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md)

## Comments (1)

- **24766249 · 2026-06-02T03:41:37.000Z**: Learned something.