How do you use AI portfolio tools without feeling like you're gambling, aka, trying to time the market?

Those who DCA into individual stocks, how do you decide when to weight one position more heavly than anorte? I have been exxperimenting with more flexiblw approach where i add more to names that seem undervalues or higher quality at the moment, but I'm worries I might just be dressing up market timing as discipline. Do any of use AI porifolio tools, valuation rules, earning trends , or signal tools to make this less of a gamle? What rules to follow to avoid averaging down into broken theses?