I watch this one closely because I believe it will change the world. Maybe not in the ways people are predicting, but I expect AI to be woven into everyday life the way the internet is today.
Where to start is easy: Nvidia. It's the cornerstone the whole theme is built on.
The risk is that the buildout proves too ambitious, and the effort to make money from all this technology falls flat.
— Bartholomew Chupka Jr., October 6, 2026
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | NVDASemiconductors | NVIDIA Corporation | 86.5 |
| 2 | MUSemiconductors | Micron Technology, Inc. | 82.1 |
| 3 | GOOGLInternet Content & Information | Alphabet Inc. | 79.5 |
| 4 | PLTRSoftware - Infrastructure | Palantir Technologies Inc. | 79.5 |
| 5 | MSFTSoftware - Infrastructure | Microsoft Corporation | 74.5 |
| 6 | TSMSemiconductors | Taiwan Semiconductor Manufacturing Company Limited | 72.6 |
| 7 | SMCIComputer Hardware | Super Micro Computer, Inc. | 72.0 |
| 8 | METAInternet Content & Information | Meta Platforms, Inc. | 71.4 |
| 9 | AVGOSemiconductors | Broadcom Inc. | 71.0 |
| 10 | DELLComputer Hardware | Dell Technologies Inc. | 70.9 |
| 11 | PATHSoftware - Infrastructure | UiPath, Inc. | 70.7 |
| 12 | ORCLSoftware - Infrastructure | Oracle Corporation | 69.5 |
| 13 | AMZNInternet Retail | Amazon.com, Inc. | 67.9 |
| 14 | MRVLSemiconductors | Marvell Technology, Inc. | 54.9 |
| 15 | ARMSemiconductors | Arm Holdings plc | 51.8 |
| 16 | AMDSemiconductors | Advanced Micro Devices, Inc. | 49.3 |
| 17 | SNOWSoftware - Application | Snowflake Inc. | 30.4 |
| 18 | INTCSemiconductors | Intel Corporation | 20.6 |
| 19 | CRWVSoftware - Infrastructure | CoreWeave, Inc. | 18.4 |
The 19 members report under 6 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 19 scored members, against every stock the model scores:
| Pillar | AI | Market | Read |
|---|---|---|---|
| Quality | 66.2 | 57.7 | 8.5 above |
| Growth | 89.3 | 58.0 | 31.3 above |
| Value | 47.0 | 38.4 | 8.6 above |
Pillars run 0–100, and Value is judged against sector peers.
Most of this list sits near its own top end: the median name scores 70.9 against NVDA at 86.5, with CRWV at 18.4 the one straggler below. A theme is a thesis, not a quality filter — membership says a company is exposed to AI, and the score says what the model makes of the business.
Across the 18 AI names with a reading, the median forward earnings estimate is rising — +7.1% over 90 days, ahead of the market (+0.5%). The split is one-sided: 14 of the 18 moving up against 1 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 18 of 19 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
AI is a bet on the steady march of automation and artificial intelligence. The industry is full of big promises, and every one of them runs on these foundational companies. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 18 AI names with a reading, the median forward earnings estimate is rising — +7.1% over 90 days, ahead of the market (+0.5%). The split is one-sided: 14 of the 18 moving up against 1 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.