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);