Beta — under test. AI Alpha Engine is in beta and is being actively tested. Features, data and pages may change or be unavailable, and paid plans are not on sale yet. Nothing here is investment advice.

Today’s Stock Picks

An illustrative $10,000 USD model portfolio built from today’s highest-ranked stock opportunities. Converted for display; holdings and weights are unchanged.

This is the 2026-09-10 build. The model portfolio is rebuilt each time the AI re-runs its full market analysis, not on every market night.

Changes since the 2026-09-09 build

LMT, MU, SNOW were added to the model; ADI, ASML, MRK were removed. Current leadership is concentrated in AI Capex (33%) and Software Monetization (23%).

Today’s Allocation

Portfolio Drivers and Themes

Share of the model’s current value at the prices above.

AI CapexAI Compute
33.0%
Software MonetizationEnterprise Software
22.7%
Hyperscaler AI CapexMemory & Storage
18.1%
Defense SpendingDefense Primes
15.5%
This information is for informational purposes only and should not be considered investment advice. Investing in securities involves risk, including loss of capital. Past performance is not a guarantee of future results. AI-generated analysis may be incomplete or incorrect; verify information before making investment decisions.  ·  Privacy  ·  Cookies  ·  Terms  ·  © 2026 Lighthouse Cat AB. AI Alpha Engine is a product of Lighthouse Cat AB.