AI has dominated headlines for two years.
Chips. Infrastructure. Models. Massive spending. Big promises.
But markets don't reward promises forever... they reward results.
And that shift is starting now.
Companies are no longer being valued on whether they talk about AI… but whether they can turn it into higher sales, better margins, and real earnings growth.
The transition from narrative to execution is where some of the biggest winners of every tech cycle have emerged.
It's also the phase most investors miss.
In tomorrow's live session, Jeff Macke will walk through where he's already seeing this shift take shape, how he's identifying the consumer businesses positioned to benefit from the AI productivity wave, and the framework he uses to separate long-term compounders from the companies that get left behind.
If you want to understand where AI-driven returns will come from next, Jeff's session will be worth it.
Live: Tomorrow at 4 PM ET - Reserve your spot here.
