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The first phase of the AI boom was simple: buy the biggest names. But now the market is becoming more selective. Mega-cap tech companies are spending billions on AI infrastructure, and investors are watching closely to see whether that spending turns into stronger margins, cash flow, and returns. Our Q3 screen looks for companies that may benefit from the AI buildout without carrying the same mega-cap valuation pressure. We focused on three things: Positive free cash flow. Reasonable valuation. Direct exposure to AI infrastructure demand.