The analyst lists 15 stocks with bullish setups related to AI and cloud, highlighting key growth drivers and market underappreciation, indicating a positive stance on these stocks.
Each stock is described with a bullish thesis related to AI, cloud, infrastructure, or data center growth, emphasizing underappreciated value, accelerating pipelines, and critical roles in the AI era.
15 stocks with bullish setup, I’m watching closely in this market. $IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper combo that the market underappreciates. $NOW — ServiceNow is the operating system of the enterprise. AI workflow automation is a natural extension of what they already do best. $ADBE — Adobe has the creative moat. Firefly integration keeps it sticky. Bears have been wrong on this one for 18 months. $SNOW — Snowflake is controversial but the data cloud thesis is intact. AI queries need clean, structured data — and that’s their lane. $PLTR — Still my highest-conviction enterprise AI play. Government + commercial pipeline is accelerating. AIP is real. $ARM — Every chip, every device, every data center. ARM architecture is the quiet backbone of the AI era. $CRWV — CoreWeave is the neocloud poster child. If hyperscaler capex stays elevated, these guys eat. $NBIS — Nebius is the European dark horse in AI infrastructure. Underowned, undervalued, and building fast. $MU — Memory is the next AI bottleneck after compute. HBM demand is just getting started. Cycle is turning. $CRDO — Credo Semiconductor is a pure-play on high-speed connectivity inside the data center. Under-the-radar but critical. $MRVL — Marvell is the custom silicon story. Hyperscaler ASIC programs could be worth more than the market gives credit for. $ORCL — Oracle’s cloud inflection is one of the most underappreciated large-cap setups. Data center backlog speaks for itself. $AVGO — Broadcom is the custom AI chip compounder. VMware integration is additive. This is a core holding. $DELL — The hardware layer of the AI buildout. PowerEdge servers + AI PC cycle. Don’t sleep on the infrastructure angle. $MSFT — Azure growth re-accelerating + Copilot monetization just beginning. Still the safest AI megacap bet. Do your own work. Not financial advice. DYOR.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -1.4% | -1.6% |
| 1 week | -14.6% | -12.1% |
| 1 month | -42.6% | -40.9% |
| 3 months | — | — |
| 6 months | — | — |