AI Stock Picker

Screening Filters

1. Market Cap ≥ $2,000,000,000 (Mid/Large Caps)

   • Purpose: Focus on more established, scalable AI-related companies rather than tiny, speculative names.
   • Rationale:
     • AI as an investment theme is crowded with very small, volatile stocks.
     • A $2B+ market cap threshold filters for companies that are:
       • More likely to have real products, customers, and funding.
       • Better governance, reporting, and liquidity (easier to trade without huge price impact).
     • This aligns with an “AI stock picker” that’s looking for credible AI exposure, not penny-stock gambles.

2. Price Above 200-Day Moving Average (PriceAboveMA200)

   • Purpose: Ensure the stock is in a longer-term uptrend or at least not in a prolonged downtrend.
   • Rationale:
     • The 200-day moving average is a standard technical indicator for long-term trend.
     • Price above the 200-day MA suggests:
       • Market participants are currently rewarding the stock.
       • The stock has positive momentum rather than being in a deep correction or bear trend.
     • For AI themes, where sentiment is critical, this helps you lean toward names the market already favors, instead of “falling knives.”

3. Theme: AI Beneficiary

   • Purpose: Directly target companies that are involved in, or benefit from, the AI trend.
   • Rationale:
     • This is the core link to your request: “AI Stock Picker.”
     • The theme filter typically includes:
       • Firms developing AI models, infrastructure (chips, cloud, data centers).
       • Software companies embedding AI into their products.
       • Platform and service providers whose demand rises with AI adoption.
     • This ensures that the results are not just strong stocks generally, but specifically tied to the AI growth story.

4. Net Margin ≥ 0 (Profitable or at Least Not Losing Money)

   • Purpose: Filter out AI-related firms that are currently unprofitable.
   • Rationale:
     • Many AI-linked companies burn cash; this filter excludes those still deep in the investment phase with no profits.
     • Non-negative net margin means:
       • The business model is at least break-even at the bottom line.
       • There is some financial discipline and sustainability, which reduces risk versus purely speculative AI plays.
     • For an AI stock picker focused on quality, profitability acts as a simple but powerful quality check.

5. Quarterly Revenue YoY Growth ≥ 20%

   • Purpose: Capture AI-related companies that are actually growing revenue at a strong pace.
   • Rationale:
     • A 20%+ year-over-year quarterly growth threshold is aggressive enough to:
       • Identify businesses whose AI or AI-adjacent offerings are gaining traction.
       • Filter out slow-growing or stagnant companies, even if they talk about AI in their narrative.
     • This aligns with the idea of AI as a secular growth driver: you want to see it in the numbers, not just in marketing.

Why Results Match:

• The AI Beneficiary theme ensures the list is restricted to companies meaningfully exposed to AI, directly answering the “AI Stock Picker” intent.
• The market cap and net margin filters tilt the results toward more mature, financially sound AI players instead of highly speculative micro-caps.
• The price above 200-day MA condition aligns your picks with the prevailing market trend, favoring AI names currently being accumulated rather than sold off.
• The 20%+ quarterly revenue growth requirement ensures that AI exposure is translating into tangible, strong business growth, not just buzzwords.

Together, these filters are designed to find AI-oriented stocks that are: reasonably established, in an uptrend, profitable (or at least not loss-making), and growing quickly—an appropriate framework for a focused AI stock selection screen.