AI Stock Picker

Screening Filters

1. market_cap_category: mid, large, mega

   • Purpose: Focus on established companies rather than very small speculative names.
   • Rationale: An “AI stock picker” usually implies looking for investable AI-related companies with enough scale, stability, and liquidity to be actionable.

2. monthly_average_dollar_volume >= 10,000,000

   • Purpose: Ensure strong trading liquidity.
   • Rationale: This helps screen for stocks that can be bought and sold efficiently without excessive slippage, which is especially important for popular themes like AI.

3. ema_20 > 0 and ema_200 > 0

   • Purpose: Keep only stocks with valid short- and long-term trend indicators available, generally used to assess price structure.
   • Rationale: These moving averages help identify stocks that are actively traded and can support a trend-based AI stock selection approach.

4. rsi_category: moderate

   • Purpose: Avoid stocks that are extremely overbought or deeply oversold.
   • Rationale: A moderate RSI suggests the stock may have room to move without being stretched, making it a more balanced candidate for selection.

5. month_price_change_pct >= 0

   • Purpose: Require positive recent price momentum.
   • Rationale: AI-themed stocks with upward monthly performance may indicate market interest and better near-term sentiment.

6. themes: AI Beneficiary, Cloud Computing, Semiconductor Equipment & Materials, Big Data, Software as a Service

   • Purpose: Target companies most directly tied to AI adoption and infrastructure.
   • Rationale: These themes capture the ecosystem around AI—such as semiconductors, cloud platforms, data infrastructure, and software providers that benefit from AI demand.

7. is_trending = True

   • Purpose: Prioritize stocks currently attracting market attention.
   • Rationale: Trending stocks are more likely to be in the spotlight due to news flow, earnings, or AI-related narratives, which is useful for a stock picker focused on current opportunities.

8. quarter_revenue_yoy_growth >= 10%

   • Purpose: Require meaningful fundamental growth.
   • Rationale: For AI stocks, strong revenue growth helps filter out hype-only names and favors businesses with real operating momentum.

9. ps_ratio <= 10

   • Purpose: Keep valuation from getting too excessive.
   • Rationale: AI stocks can trade at premium multiples, but this filter aims to avoid the most expensive names and improve the balance between growth and price.

10. analyst_consensus: Strong Buy, Moderate Buy

    • Purpose: Include stocks with favorable Wall Street sentiment.
    • Rationale: Analyst support can be a useful confirmation that the company’s AI-related growth story has credibility and market expectation behind it.

11. target_price_upside_potential: AbovePrice, MoreAbovePrice

    • Purpose: Favor stocks where analysts see upside from current levels.
    • Rationale: This helps identify AI stocks that may still have room to run based on consensus price targets.

Why Results Match:

• The filters collectively target AI-related companies with real business traction, not just names with AI in the headline.
• They combine theme exposure (AI, cloud, semiconductors, data, SaaS) with fundamental strength (revenue growth, reasonable valuation) and market confirmation (trending, positive momentum, strong analyst sentiment).
• Liquidity and market cap filters ensure the results are tradable and relatively established, which is appropriate for an AI stock picker.
• The result is a list of stocks that are relevant to AI investing, financially healthier, and currently supported by market interest.