Every few years there is a new wave of talk about artificial intelligence. Given the current hype surrounding ChatGPT and its competitors, investors must be able to distinguish a compelling opportunity from a hyped one. This week, Alphabet’s Google announced a new conversational AI technology it’s opening to public testing, called Bard, that will compete with ChatGPT. Chinese search engine company Baidu has revealed plans to launch its own ChatGPT-style “Ernie Bot”. This isn’t the first time the tech world has seen companies treat a trend as a panacea that can make them more attractive – just think of the “blockchain” or “metaverse” craze. . But like every time before this time, investors want to know which names have the potential to generate real profits. CNBC Pro screened about a dozen AI funds — including the Global X Robotics & Artificial Intelligence ETF, the ARK Autonomous Technology & Robotics ETF, and the First Trust Nasdaq Artificial Intelligence and Robotics ETF — using data from FactSet, for plays. AI is listed on the NYSE or Nasdaq. Each of the names on the following list has upside potential of around 35% or more, buy ratings from at least 60% analysts, and at least 10 analysts on the stock. Here are the stocks: Centene and CrowdStrike are the biggest names that have popped up — and Centene’s stock is trading at a discount, down more than 13% on the year. It has about 39% upside potential and buy ratings from nearly 62% of the analysts who follow it. However, CrowdStrike got the most news with 39 analysts. About 77% of them have a buy rating on the cybersecurity name, and the stock has a 40.5% upside based on their average price target. However, the biggest advantage is in smaller companies. Intellia Therapeutics, a company focused on gene-editing treatments, has about 140% growth potential and buys ratings from 72% of the company’s 27 analysts. Denali Therapeutics, which focuses on beating neurodegenerative diseases, is right behind, with growth potential of 104% and buy ratings from nearly 89% of its 18 analysts. They are followed by Stem, a supplier of battery systems and smart energy AI software, and biotech company Relay Therapeutics, whose shares could rise 75% and 71%, respectively, according to analysts. accumulate. Relay also has the second-biggest buy rating, from 90% out of 11 analysts. Karuna Therapeutics, which specializes in the treatment of schizophrenia, holds the largest share of buy ratings, coming from 95% of the company’s 20 analysts. They see the stock up about 49%. Karuna is down about 1% for the year. AppLovin , Exelisis , Ovintiv , Darling Ingredients , Intra-Cellular Therapies and Nomad Foods are also on the list.