An Introduction
I posted an insightful article on MunAiMarkets earlier today entitled “Your Financial Advisor Will Want To See This Info On Ai Hardware Stocks” and this is a companion piece on what your financial advisor needs to know about Ai Software stocks that is not available elsewhere on the internet. Our site is new so what is posted there is still undiscovered and it is hoped that these 2 articles will become the foundation of what we have to offer. Show these articles to your financial advisor/portfolio manager and hopefully he will spread the word and become the foundation of our success and, for that, we will have you to thank.
Listen to the MunAiMarkets theme song and join the rich man’s world!
We have done an exhaustive search of the internet with the help of A.I. Bing and developed 5 categories of generative Ai software stocks in 3 pure-play categories and 2 non-exclusive categories which we present below for you to review with your financial advisor or to help you directly if you self-manage your portfolio.
- The Pure-play Cloud Computing SaaS Stocks Portfolio consists 0f 7 companies that operate exclusively (i.e. are pure-play) in the sector using their cloud application services (i.e. software-as-a-service) to provide the storage, processing and managing of data on a network of remote computers hosted on the internet (see Cloud computing).
- The Portfolio was DOWN 3.5% the w/e December 13th and its 7 constituents performed as follows: Workday (+2.7%); Cloudflare (+0.6%); Atlassian (+/-0%); ServiceNow (-0.3%); HubSpot (-2.7%); Datadog (-9.3%); and MongoDB (-22.2%).
- Here’s why MongoDB went down so much w/e December 13th.
- The Pure-play CyberSecurity Software Stocks Portfolio consists of companies that train their models with data from previous attacks to create autonomous systems that can detect if an attack is ongoing based on certain readings allowing them more time to prepare mitigation and response strategies. Check out the video How AI is changing the cybersecurity landscape.
- The Portfolio was DOWN 1.9% w/e December 13th and the 5 largest pure-play companies – with market capitalizations in excess of +$20B – that focus on the development and provision of cyber security software performed as follows: CrowdStrike (+0.6%); Check Point Software Technologies (+0.5); Fortinet (-1.3%); Palo Alto Networks (-3.1%); and Zscaler (-6.3%).
- The Ai-focused Drug Discovery Stocks Portfolio highlights those pure-play and clinical stage biotech stocks that are embracing AI to streamline drug discovery and development because creating a new drug using AI can help a company, in some cases, develop a new drug in a matter of days instead of the years it might take using the traditional clinical trial approach.
- The Portfolio was DOWN 3.9% w/e December 13th and its 5 constituents performed as follows: Absci Corporation (+19.0%); Relay Therapeutics (+2.2); Schrödinger (-4.6%); AbCellera Biologics (-6.3%); and Recursion Pharmaceuticals (-13.2%).
- Here’s a reason why Recursion went down so much last week:
- Jefferies Financial Group dropped their target price on shares of Recursion Pharmaceuticals from $8.00 to $6.00 and set a “hold” rating on the stock which closed at $6.95 on December 13th.
- The Mega-Cap Ai Stocks Portfolio highlights those tech companies with market capitalizations in excess of $1Trillion. On December 13th Broadcom crossed the threshold on the heels of Tesla’s ascension to the exclusive club a little over 1 month ago and the Portfolio went UP 2.6% w/e December 13th and the 7 non-pure play constituents performed as follows: Broadcom (+25.4%); Tesla (+12.1%); Alphabet (+8.6%); Apple (+2.2%); Microsoft (+0.8%); Amazon (Unchanged); Meta Platforms (-0.5%); and Nvidia (-7.5%).
- Read my article on why Broadcom went up so much last week here.
- The Micro/Small Cap Ai Stocks Portfolio consists of 9 small/mid-cap generative artificial intelligence software stocks, with market capitalizations between $50M and $2B, that are far less expensive, and potentially more explosive, than all the large/mega-cap Ai stocks covered above that may well get you wider exposure to that growth with less money invested. The Portfolio is UP 95.9% YTD but went DOWN 6.8% w/e December 13th and its 9 constituents performed as follows: Rigetti Computing (+63.5%); SoundHound AI (+12.7%); Digimarc Corporation (-0.8%); D-Wave Quantum (-1.2%); Applied Optoelectronics (-6.3%); Evolv Technologies (-12.4%); Quantum Computing Inc. (-15.4%); Innodata (-22.6%); and BigBear.ai (-25.4%). Read:
Like our new site? Here are 10 ways to get involved:
- Listen to the MunAiMarkets theme song and join the rich man’s world!
- Follow MunAiMarkets on Facebook and never miss an article.
- Share this article on LinkedIn, X and/or Pinterest.
- Watch our latest video posts on youtube.
- Comment on our articles and ask any questions you have.
- Submit an article for posting consideration.
- Become the site’s primary contributor and a full partner.
- Advertise on the MunAiMarkets side panel for a token $10/mo. in 2025.
- Sponsor one of the site categories or an individual article for a modest fee.
- Support our efforts with a financial contribution.