AI Stock Picker

Screening Filters

1. market_cap_category = mid, large, mega

   • Purpose: Focus on established companies with sufficient scale and liquidity.
   • Rationale: For an “AI stock picker,” larger companies are often more relevant because they have the capital to invest in AI, the infrastructure to scale AI products, and the stability to sustain growth. Including mid-caps also captures faster-growing names that may be early beneficiaries of AI adoption.

2. moving_average_relationship = PriceAboveMA200, PriceAboveMA20

   • Purpose: Identify stocks with positive trend momentum in both the long and short term.
   • Rationale: If a user is looking for AI stocks, this helps avoid names that are technically weak or in downtrends. Trading above the 200-day and 20-day moving averages suggests the market is already responding positively to the stock, which can be useful for finding stronger candidates.

3. themes = AI Beneficiary, Big Data, Cloud Computing, Software as a Service, Technology

   • Purpose: Narrow the universe to companies most likely to be directly or indirectly tied to AI growth.
   • Rationale: These themes are highly relevant to AI exposure.
     • AI Beneficiary captures firms that benefit from AI adoption.
     • Big Data and Cloud Computing are key enablers of AI workloads and model deployment.
     • Software as a Service includes many software firms embedding AI into their products.
     • Technology ensures broad coverage of the sector where AI leadership is concentrated.

4. is_index_component = GSPC, NDX

   • Purpose: Restrict the screen to stocks included in the S&P 500 or Nasdaq 100.
   • Rationale: These index components are generally higher-quality, more widely followed companies with meaningful market relevance. For an AI stock picker, this helps surface more investable and liquid names rather than speculative small caps.

5. quarter_revenue_yoy_growth >= 0

   • Purpose: Require non-negative recent revenue growth.
   • Rationale: AI-themed companies can be popular, but revenue growth helps filter for businesses that are already monetizing their products or services. This avoids companies whose AI story is purely narrative without current sales momentum.

6. annual_revenue_yoy_growth >= 0

   • Purpose: Ensure the company is not shrinking on a longer-term basis.
   • Rationale: Positive annual revenue growth indicates the company’s business is expanding over a full-year horizon, which helps confirm that AI exposure is backed by actual operating momentum rather than just a short-term spike.

Why Results Match:

• The screen is designed to find established, investable stocks with credible AI exposure rather than speculative names.
• It combines theme-based exposure to AI with fundamental growth checks so the results are more likely to include companies benefiting from real AI demand.
• The technical momentum filters help surface stocks that are already in constructive price trends.
• The index membership filter keeps the list focused on large, liquid, well-known names, which is often what users mean by an “AI stock picker.”