As artificial intelligence continues to reshape industries, Savart’s AI engine, APART, is identifying promising investment opportunities beyond the expensive and overvalued “AI poster boys” in both the listed and unlisted space.
What Happened: APART AI is currently favoring the automotive sector, companies providing the “shovels” for the AI gold rush, and capital goods industries as top picks for 2025, suggesting that the real value might lie in the supporting infrastructure rather than the most visible AI players.
“Our APART AI is currently heavy on automobiles, AI-shovel businesses, and capital goods industries,” said Sankarsh Chanda, founder and CEO of Savart which owns the AI-driven investment research engine, APART AI.
Highlighting a pattern of stock-picking by APART AI among the AI-linked stocks, Chanda added “We have noticed is that our system is focused on picking those selling shovels rather than the gold sellers in this AI gold rush. This is also likely because of the over valuation of the AI poster boys in both the listed and unlisted space.”
Unlike traditional asset management and even robo-advisors, APART’s data-driven approach eliminates human bias and emotional decision-making, focusing on long-term wealth creation, explained Chanda in a conversation with Benzinga.
Why It Matters: Talking about the unpredictability surrounding Donald Trump‘s new policies on trade and tax, and its impact on the stock market Chanda said that “volatility presents a lot of opportunities especially for long term investors and more so for foreign capital looking to enter the American market.”
“While the road may be rocky over the next few years, the American story seems stronger than ever,” he adds.
Addressing the future of AI amid the emergence of DeepSeek's modestly priced models, Chanda said, “AI is going to be more accessible, affordable and omni-present over the coming years.”
Price Action: Some exchange-traded funds consisting of AI-linked stocks have given a handsome year-to-date and annual return. Here is a list:
| ETF Name | YTD Performance | One Year Performance |
| iShares US Technology ETF IYW | 3.96% | 27.95% |
| Fidelity MSCI Information Technology Index ETF FTEC | 2.86% | 27.30% |
| First Trust Dow Jones Internet Index Fund FDN | 9.56% | 35.81% |
| iShares Expanded Tech Sector ETF IGM | 5.72% | 33.32% |
| iShares Global Tech ETF IXN | 3.83% | 23.30% |
On Friday, the SPDR S&P 500 ETF Trust SPY and Invesco QQQ Trust ETF QQQ which track the S&P 500 and Nasdaq 100 indices, closed mixed. SPY fell 0.0049% to a value of $609.7, and QQQ was up by 0.42% to end at a value of $538.15, according to Benzinga Pro data.
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