This AI Just Found Every A-Rated Stock in Seconds

You've built Stock Grader into one of the most powerful free stock screeners out there and now you're telling me you put AI inside of it. >> Yeah. Just before we get to the AI part, Stock Creator is free in the public domain. It is meant to empower investors. And the real reason we do it is I'm just so upset that Wall Street pushes indexing that they're hurting people. All you have to do is buy A and B rated stocks and you're going to beat the market by a lot. So that's why we give it out there free in the public domain to empower people. And of course the links are down below. But my publisher did use Claude, which is Anthropic's AI program to enhance Stock Rider. Okay. And we'd like to show you that. >> Great. Well, I'd love for you to share with everyone just how powerful this new service is. This is what it looks like when you log in. And the main thing you can do with stock raider is you can key in any stock. So I'll key in Taiwan semiconductor manufacturing. And you can see it's a B-rated stock. And then you see how it ranks on our eight factor fundamental model. You can see how the grades have changed over time down here. And again, it's very powerful. You can also save portfolios. And so what I recommend you do with stock raider is you key in all your stocks and and check it every week. It's updated on weekends. Now as far as AI search is concerned, this is our new feature. And so we can when I click on the the search smarter today button, you can see all these predefined buttons down here. So you can look at mega cap AI stocks. And so here we have the ratings of of them. And of course these are all A-rated. That's the whole point of stock trader is to find them. And you can also ask it a question like you can say fundamental a stocks and and as you've shown in your stock trader chart that's our most powerful screener. So here are all the fundamental a stocks. It shows you how they've also changed over time. So this is again incredibly powerful. Okay. So take advantage of this. You notice some of the fundamental a stocks don't get an overall A, but the whole point of this is to empower you and help you data mine. This is the same tools I use. So basically we have this 6,000 stock database and I first do my quantitative screenings which is our quantitative grade and that's alpha over standard deviation and then we do this deep fundamental dive to find the creme la creme. So you can now start doing what I do and that's what the new AI enhanced stock creator is all about to empower people. Okay, Dad. But the real question is, is Claude coming for your job? You've always said you're on a mission to empower investors. >> Well, Claude is there to enhance. You know, it's like anything in life. Either you use AI or you get left behind. And all we're trying to do is catch things a little quicker. And if Claude can help me see something faster, I'm all for that. >> Well, since you have this new platform, I'd love to jump right into subscriber questions. Let's talk about CLS. What do stock graders say about them? >> So CLS right now is a C. They had very good earnings. Their fundamental grade is excellent. Okay, as you can see here, it's it gets a B. Fundamental A's are very scarce. And that's like top 1% and even tighter sometimes. But no, Celestica's got good fundamentals. I'm not worried about it at all. And the forecast sales and earnings growth are are very very good for the stock. >> No. A subscriber wanted to know if you have any opinions on APLD. >> Fly digital is a C, but see it gets a very poor fundamental grade. So, this is an example of a stock that I would skip. So, again, the way the stock grader works is anyone can key in any stock and get these reports, but the AI enhanced version is to search. So, you can find the creme creme. And again, we have all these predefined buttons you can hit for common searches. One thing stock raider won't do is give you dividends yields because stock raider doesn't have dividend yields as part of its eight factor fundamental model. So if you go find me the highest yielding a rated stocks it that won't come out is only looking at my predefined criterion stock greater. >> Another subscriber wants to know what's going on with UI recently. It's recently off its highs. Yeah, we're waiting for the earnings of UI to come out and you know this is an optical company. Other optical stocks like Sienna are not acting well and so I'm going to let the earnings come out. As far as their earnings are concerned, they did miss last quarter and but the sales and earnings are strong enough I wanted to hold them. UI is forecasted to post 12.3% sales growth, 13.9% earnings growth. We do have an analyst trim in the last 7 days. We got to be very careful of that. But, you know, the optical business is good. They make all kinds of connections. In fact, if you upgrade the internet in your home, a lot of the switches you might buy to to upgrade your internet speed come from UI. They're a big vendor of that. So, we'll see. But I'm just waiting for one more earnings to see if it can turn it around. And if it doesn't, then I will sell the stock. Speaking of earnings, another subscriber wanted to know about Sienna as they will be reporting in a few weeks. What can we expect from them this quarter? >> Well, Sienna is stronger than UI. Let me give you the earnings and we'll go back and check stock greater. Sienna's sales are supposed to be up 33.9. Their earnings supposed to be up 156.8. We do have positive upwards analyst revisions and a very good surprise history. So, I am not worried about Sienna one bit. I just want those earnings to come out and there is a narrative out there that lasers are going to replace fiber optic and that's just not true. Now there are stocks out there like Coherent that do lasers, okay? And I'm not anti- laser. I think that's great. But Sienna is an optical connection stock and you can see here it still gets a total grade of A and has a much stronger fundamental grade. And just while I have it up here, we'll talk about coherent. This is again there there was a narrative that came out that we're going to put all the data centers in space and all the terrestrial data centers will not be necessary anymore and that is not true. Yeah. So coherent is a B-rated stock. You can see it's been kind of hot here, but I think most of the data centers are going to stay on Terra firmer. >> And now for Palunteer, we recently talked about that in our latest video. Is that a buy for long-term or short term? >> Long term. You know, Palunteers in the news, the USA Today is actually using them to help find more exciting articles because I guess USA Today is having a hard time with their ratings and they have to, for lack of a better word, go to the Google model. You know, basically talk about things are getting hits on the internet. And some journalists are appalled by that. But that's the world we live in and you know that from YouTube. So, Palunteer has a fundamental A, has overall grade of C. You can see it just broke out. I'm sure the grade's going to go up, but I held Palanteer the whole time because of this incredible fundamental grade. And Palanteer was getting hit by the people that were shorting all the software stocks. But that all ended this last quarter. And I'm I'm sure a lot of the strength you see in Palunteer is a short squeeze. >> SMCI reports this week. What are you watching? Well, first of all, SMCI already telegraphed very strong results. So, the stock has already reacted positively from that. The analysts are expecting 100.9% sales growth. They're expecting 133.5% earnings growth. The analysts have revised their estimates higher in the last month from 71 cents to 96 cents after that positive guidance. In the last two quarters, Super Micro's had a big big earning surprises. So, Super Micro has two stories. One is expanding operating margins. There was a time their margins were under compression and now the margins have been reexpanding and then of course like all tech stocks, they it's about the order backlog. So the order backlog is stunning on super micro and you really can't build these server farms without their water cool rack systems. So again this is another fundamental a stock and similar to Palunteer. It doesn't look that good but it has a fundamental A. So, I just stick to the fundamentals and Super Micros had a really, really hard time ever since the Citron shortseller attack them. Of course, Citron doesn't exist anymore and that short seller did get convicted to go to jail for 20 years. I think it's on appeal. And they also went after Suzle, another one of my stocks. Um, but as long as the fundamentals are there, I just stick to it. And if the analysts start to trim estimates though, that will be a warning sign for me to lighten up and or exit the stock. But right now, Super Micro is very dependent. Now, I I happen to be out in Reno right now. We have friends in the cloud business and they swear by Super Micros water cooled rack systems. So, we're holding the stock to the spear fundamentals. Obviously, it's one of Nvidia's biggest customers, too. >> And TSM just posted 44.7% July sales growth. That seems like it's a good sign for AI stocks. >> Yeah, and it was it was up over the previous month, too. So, we're still accelerating here. It's kind of like that Stanford video we were showing. We are going exponential. So, the the guys we're talking from the Stanford class. One was a gentleman that was bought out by Nvidia, another was a legendary investor. We're basically explaining the bottleneck with AI that they all need more power to run their systems. As soon as they get power, they can monetize it better. Microsoft proved that this last quarter. They got more power for Chat GPT, so they're finally able to monetize it. But they weren't talking about twofold growth or tfold growth. They were talking about to infinity and beyond growth. And it's really hard for a lot of us to imagine the magnitude of what's unfolding now. There's clearly a bottleneck called data centers and power and this is going to get built out as fast as we can. And so it's fascinating to to just watch this unfold. But this is real. This is invading every part of our lives. >> Now you trimmed more gold positions this week. What was the thinking? >> Well, first of all, they got more volatile. So they don't rank as well in our quantitative system as they used to. There's still some big gold stocks like Ken Cross and stuff I like. But the main comment I have is the they were up 15% last week, okay, as a group. And so I took that recent surge to sell some of the weaker ones. Okay, for the record, I got up to over 20 gold stocks. I think I'm down to about seven right now. >> Now, before we end, let's talk about inflation. Economists are penciling in.1% for July CPI and 2% for the PPI. What's your read on that? Well, that that's low inflation obviously and if it can just come in in line and ideally maybe a little better that would be perfect. Now CPI is always owner's equivalent rent shelter costs they cooled off in the previous month. If they continue to cool that will be encouraging the the core rate you know excluding food and energy is the most important but we basically want the inflation statistics to confirm that the Fed doesn't have to raise rates. Now we have that narrative after the disappointing payroll report that you know we lost 23,000 jobs and they revised the previous two months over 100,000 lower and ironically the unemployment rates fell to 4.1 because I guess a million people disappeared from the workforce in the past year. So anyway, so what's happening is it looks it looks like the Fed doesn't have to raise rates because they have this unemployment mandate and they have this inflation mandate. And I think the problem is is every time oil spikes, everybody assumes inflation's coming back. But the the Fed can't control the price of oil. They can't control that inflation. So we have to look at the core rates and AI is just making everything very productive. you know, the operating margins for the S&P have expanded for 12 quarters in a row. I think we're running about 139 right now. That's pretty high for net operating margins. So, what's happening is AI is just going to make us much more productive, much more profitable. And as a result, you know, it looks very very good here for robust GDP growth without inflation. But that all has to be reconfirmed with the CPI and the PPI. China just announced lower than expected inflation, so that's good. >> So, Stock Grader is free, so there's no excuse for any of you all not to be using it. As always, that link is down below. But if you want to go deeper, ask it real questions and let AI do the digging for you. That's Stockgrader AI search and the link for that will also be in the description below. We'd love for you all to go try it and tell us what you think in the comments below. But thank you all so much for watching. we really appreciate. As always, give this video a like and subscribe. And thank you all so much for your questions. But we'll see you this Sunday for a new video. Heat. Heat.