No qualifying author-owned investment thesis was confirmed in this post.
Author only lists tickers in screen categories with no own directional judgment or fundamental rationale for any specific name; watch-list mentions fail condition 2.
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I screened the S&P 1500 for the companies most at risk, then looked for babies thrown out with the bathwater. I hope these lists are useful starting points for a discussion:
**Companies most at risk of AI disruption:**
BKNG
DASH
UPST
GTM
CTSH
APP
INTU
CBRE
IQV
CSGP
TTD
IT
EPAM
PCTY
BRZE
MSTR
GLOB
CWK
**Companies that are potentially oversold due to AI fears:**
PLTR
ZETA
APP
ACN
UPST
NDAQ
DOCU
INTU
CTSH
CSGP
EXLS
OWL
COMP
GLOB
FA
AXON
NOW
WDAY
CBRE
IQV
EXPE
GWRE
It's a hard question, so you'll see that some companies appear on both lists.
What did I get right or wrong?