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AI Stocks Analysis and Bi-Weekly Rebalancing Strategy
Explore a comprehensive analysis of AI stocks with over 30% CAGR, $1B+ revenue, and profitability, along with a bi-weekly rebalancing strategy based on market cap and fundamental ratings.
Aurora: Hello. Would you like to create a new portfolio?
User: Find me a list of AI stocks that have a 30% or more CAGR for their revenue for the past 3 years
Aurora: # AI Stocks with 30%+ Revenue CAGR Over Past 3 Years Here's a summary of AI companies that have achieved at least 30% compound annual growth rate (CAGR) in revenue over the past three years, sorted by highest growth rate: | Ticker | Company | Latest Revenue | 3-Year Revenue CAGR | Report Date | |--------|---------|----------------|---------------------|------------| | [BTAI](https://nexustrade.io/stock/BTAI) | BioXcel Therapeutics | $1,380,000 | 3,743.77% | 2024-03-22 | | [AREN](https://nexustrade.io/stock/AREN) | The Arena Group | $244,203,000 | 249.91% | 2024-04-29 | | [CNXA](https://nexustrade.io/stock/CNXA) | Connexa Sports Technologies | $16,831,477 | 190.55% | 2023-05-17 | | [EVLV](https://nexustrade.io/stock/EVLV) | Evolv Technologies | $80,418,000 | 156.15% | 2024-02-29 | | [STEM](https://nexustrade.io/stock/STEM) | Stem, Inc. | $461,515,000 | 133.38% | 2024-02-29 | | [BHIL](https://nexustrade.io/stock/BHIL) | Benson Hill | $473,336,000 | 100.11% | 2024-04-26 | | [S](https://nexustrade.io/stock/S) | SentinelOne | $621,154,000 | 88.29% | 2024-03-27 | | [LAZR](https://nexustrade.io/stock/LAZR) | Luminar Technologies | $69,779,000 | 76.91% | 2023-12-31 | | [BILL](https://nexu…
User: Let's also filter by stocks that made over $1 billion in revenue in the past year and are profitable
Aurora: # AI Stocks with 30%+ Revenue CAGR, $1B+ Revenue, and Positive Net Income Here's a summary of AI companies that meet all three criteria: 30%+ compound annual growth rate (CAGR) in revenue over the past three years, generate over $1 billion in annual revenue, and are profitable: | Ticker | Company | Latest Revenue | Net Income | 3-Year Revenue CAGR | Report Date | |--------|---------|----------------|------------|---------------------|------------| | [NVDA](https://nexustrade.io/stock/NVDA) | NVIDIA Corporation | $130,497,000,000 | $72,880,000,000 | 69.25% | 2025-02-26 | | [FLNC](https://nexustrade.io/stock/FLNC) | Fluence Energy | $2,698,562,000 | $22,716,000 | 58.26% | 2024-11-29 | | [LNTH](https://nexustrade.io/stock/LNTH) | Lantheus Holdings | $1,296,429,000 | $326,661,000 | 56.32% | 2024-02-22 | | [CRWD](https://nexustrade.io/stock/CRWD) | CrowdStrike | $3,055,555,000 | $89,327,000 | 51.75% | 2024-03-07 | | [STGW](https://nexustrade.io/stock/STGW) | Stagwell | $2,527,177,000 | $134,000 | 41.71% | 2024-03-11 | | [UBER](https://nexustrade.io/stock/UBER) | Uber Technologies | $43,978,000,000 | $9,856,000,000 | 36.07% | 2025-02-14 | | [AXON](https://nexustrade.io/stock/AXON) | Axo…
User: How fundamentally strong were these companies in 2024?
Aurora: # Fundamental Strength Ratings of High-Growth AI Companies Here's a summary of the fundamental strength ratings for the previously identified AI companies that have 30%+ revenue CAGR, $1B+ revenue, and are profitable: | Ticker | Company | Rating | Fiscal Year | Fiscal Period | |--------|---------|--------|------------|--------------| | [ANET](https://nexustrade.io/stock/ANET) | Arista Networks | 4.5 | 2024 | FY | | [NVDA](https://nexustrade.io/stock/NVDA) | NVIDIA Corporation | 4.5 | 2024 | FY | | [AXON](https://nexustrade.io/stock/AXON) | Axon Enterprise | 4.0 | 2024 | FY | | [CRWD](https://nexustrade.io/stock/CRWD) | CrowdStrike | 4.0 | 2024 | FY | | [ENVA](https://nexustrade.io/stock/ENVA) | Enova International | 4.0 | 2024 | FY | | [LNTH](https://nexustrade.io/stock/LNTH) | Lantheus Holdings | 4.0 | 2024 | FY | | [UBER](https://nexustrade.io/stock/UBER) | Uber Technologies | 4.0 | 2024 | FY | | [FLNC](https://nexustrade.io/stock/FLNC) | Fluence Energy | 4.0 | 2024 | FY | | [STGW](https://nexustrade.io/stock/STGW) | Stagwell | 2.0 | 2024 | FY | ## Summary of Findings These ratings provide insight into the fundamental strength of the high-growth AI companies we previously identi…
User: Create a strategy that rebalances this list of stocks every other week. Weight the stocks by the square root of their market cap. Sort by their fundamental ratings and limit to the top 5 stocks
Aurora: **Description**: This portfolio implements a bi-weekly rebalancing strategy for the previously identified high-growth AI companies. The strategy rebalances every 14 days (every other week) and focuses on the top 5 stocks based on their fundamental ratings. The weighting mechanism uses the square root of market capitalization, which provides a more balanced allocation than direct market cap weighting - this reduces concentration in the largest companies while still giving higher allocations to larger firms. The portfolio includes all nine stocks from our analysis (NVDA, ANET, AXON, CRWD, ENVA, LNTH, UBER, FLNC, and STGW), but at runtime, only the top 5 by fundamental rating will be selected for investment. This approach combines fundamental quality (through the rating filter) with a modified market cap weighting system that prevents excessive concentration in the largest companies. **JSON**: