AI Stock Picker

Screening Filters

1. Market Cap ≥ $5,000,000,000

   • Purpose: Focus on larger, more established companies.
   • Rationale: For an “AI stock picker,” the goal is typically to find meaningful, investable AI plays rather than tiny, speculative names. A $5B+ market cap threshold screens for companies with:
     • Greater financial stability
     • Better access to capital for AI R&D
     • More robust business models and institutional interest

2. PriceAboveMA200 (Price above 200-day moving average)

   • Purpose: Emphasize stocks in longer-term uptrends or with positive price momentum.
   • Rationale: For AI-related stocks, there are many story-driven names. This filter helps distinguish those that the market is currently rewarding (trending above a key long-term technical level) from those that are lagging or breaking down. It’s a way to align with broader market sentiment toward AI leaders rather than potential “value traps.”

3. Sector: Software & IT Services / Technology / Technology Equipment / Telecommunications Services

   • Purpose: Restrict to sectors where AI development, deployment, or enablement is most central.
   • Rationale: AI is concentrated in:
     • Software & IT Services: AI platforms, SaaS AI tools, analytics, automation.
     • Technology & Technology Equipment: Chips, hardware, infrastructure critical for AI workloads (e.g., GPUs, networking, storage).
     • Telecommunications Services: Network providers and infrastructure where AI is used for optimization, edge computing, and data handling.
       This targeting ensures the screener surfaces companies likely to be directly building AI or providing the infrastructure that enables it.

4. Themes: AI Beneficiary, Technology, Big Data, Software as a Service, Cloud Computing

   • Purpose: Capture companies at the center of major AI-related themes.
   • Rationale:
     • AI Beneficiary: Directly aligns with the user’s request—these are companies whose businesses are materially impacted by AI adoption or development.
     • Technology / Big Data: AI thrives on data; companies focused on data collection, storage, and analytics are core to the AI ecosystem.
     • Software as a Service (SaaS): Many AI capabilities are delivered via SaaS platforms (e.g., AI-enabled enterprise software, automation tools).
     • Cloud Computing: AI workloads (training and inference) are heavily cloud-based. Cloud providers and key cloud partners are central AI beneficiaries.
       Combined, these themes isolate firms where AI is a key growth driver, not a peripheral buzzword.

5. Quarterly Revenue YoY Growth ≥ 15%

   • Purpose: Filter for companies with strong, recent growth in their business.
   • Rationale: AI narratives are common, but this filter ensures there is real, current demand showing up in revenues:
     • A 15%+ year-over-year quarterly revenue growth rate is a sign that the company is successfully monetizing its technology, possibly including AI offerings.
     • It helps avoid stagnant or shrinking businesses that merely talk about AI without translating it into financial performance.

Why Results Match the “AI Stock Picker” Query

• The themes (AI Beneficiary, Big Data, Cloud, SaaS) and tech-centric sectors directly target companies that are building, enabling, or monetizing AI.
• The market cap and revenue growth filters push the results toward established, fast-growing AI-related businesses rather than speculative microcaps.
• The PriceAboveMA200 condition narrows the list to AI-related stocks that the market is currently rewarding, consistent with an investor looking for promising AI names rather than distressed ones.

Together, these filters produce a focused list of liquid, sizable, growing technology-oriented companies where AI is a meaningful driver of the business.