Just stumbled on Zacks' thematic screening tool and ran their AI stocks filter. Interesting how it pulled up NVIDIA and Palantir as top picks. NVIDIA's numbers are pretty wild honestly - $1.62 adjusted EPS up 82% year over year, $68.1B in quarterly revenue growing 73% YoY. Data center segment alone hit $62.3B, up 75% annually. That's the kind of growth that gets people talking. Palantir's doing its thing too with $1.4B in sales, 70% YoY growth. Their US business especially is firing on all cylinders at $1.1B, up 93% year over year. The stock's had some rough weeks with profit-taking, but the earnings outlook still looks solid according to their projections. Both are ranked Buy on Zacks. What's interesting is how the thematic screening approach lets you filter across 30 different investment themes - AI, renewable energy, healthcare, etc. Makes sense if you're trying to build a portfolio around specific tech trends rather than just picking random stocks. The AI stocks space is definitely crowded right now, but these two keep showing up in the analysis for good reason. Anyone else using these screening tools to find positions?