Pioneered thematic investing in AI: Leveraged advanced semantic search to identify companies with significant AI exposure. Implemented zero-shot classification using the BART model, curating a highly refined AI-focused stock list with under 30 select companies.Optimized portfolio strategy for outstanding returns: Applied Sequential Least Squares Quadratic Programming to maximize returns, achieving a Sharpe ratio of 0.87, annual return of 23%, and volatility of 26.33%—nearly doubling the cumulative returns of the AI index (ARTY).Automated AI-sector analysis with advanced NLP: Utilized earnings transcripts and Large Language Models (LLMs) with the Autogen framework to generate automated bullish and bearish summaries for AI companies. Produced a comprehensive, AI-focused sector report spotlighting trends, growth prospects, and potential risks/opportunities within the industry.Enhanced investor engagement with AI-driven insights: Collaborated with a cross-functional team to design and deploy a chatbot, providing investors with easy access to in-depth AI-themed investment insights.