AI and semiconductors
The companies building the AI boom. Some are near-monopolies with the best moats in industry. Some are commodities in a lab coat.
This is a screen, a live list of everything that passes the test in the sidebar. For six specific names argued case by case, with the risk stated in the same breath, see the dashboard AI Picks.
Overall rating across the top 12 matches
Look at the spread, not the ranking. If the bars are all the same length, the screen is arbitrary: one point of overall rating separates a company that made the list from one that did not, and the cut is doing more work than the data supports. A long tail means the top few are genuinely exceptional and the rest merely qualified.
What this screen is really buying
More than half of these companies are in one sector (Technology). That is worth knowing: this screen has quietly become a sector bet, and if that sector re-rates, every name on the list moves together. Diversification comes from low correlation, not from the length of a list.
Showing the top 40 of 144 matches, ranked by the screen's own criteria.
Educational information, not financial advice, and not a recommendation to buy anything. A screen is a place to start reading, never a place to stop.