This week has been an absolute bloodbath in the stock market.
Why? Because the market has finally decided artificial intelligence might be really bad news for legacy software companies.
Hundreds of billions of dollars were erased this week as panic level selling triggers double digit drops in price.
And while everyone else is trying to figure out if they should be buying or selling AI and software stocks…
I'm getting ready to make some of the easiest money in AI over the coming weeks and months ahead.
So if you're at all worried you missed out on your chance to win big on AI stocks…
Forget about chip makers, data centers, and software companies.
The next 10x opportunities will come from boring consumer stocks.
Here's why…
We've seen this before in every major tech cycle.
Infrastructure and platforms led the story…
But the lasting wealth was created by the businesses that actually used the new technology to sell more, at higher margins.
- In the late 1990s, over $750 billion was poured into fiber-optic networks and telecom infrastructure. Most of those companies went bankrupt. But Amazon used the cheap bandwidth they built to become the most dominant retailer in history.
- In the late 2000s, Amazon, Microsoft, and Google spent billions building the cloud. The first winners were SaaS software companies. But Domino's Pizza — a pizza chain that rebuilt itself as a tech company — used cloud infrastructure and digital ordering to deliver a 90x stock return from 2010 to 2020, outperforming every single FAANG stock over that period.
- In the 2010s, Apple built the iPhone and Facebook figured out mobile ads. But Starbucks used mobile ordering and its rewards app to nearly quadruple revenue. Its app became the second most-used mobile payment platform in America — behind only Apple Pay.
Every time, the same thing happens: Trillions go into building the infrastructure and the platform companies get the headlines.
But the boring consumer brands that actually use the technology to sell more stuff, at higher margins, end up capturing the biggest and most durable gains.
AI is now entering that same phase…
Over the next 12–24 months will determine which retailers and consumer brands become this cycle's Domino's, Starbucks, and Amazon…
And which will become the next Sears.
Want to find out more about how you can win big investing in boring retailers and consumer brands?
I'm hosting a private webinar on Thursday, February 19th at 4pm ET (click here to register)
You don't need to try to learn everything about semiconductors and software companies to win big on AI.
All you need to do is own a handful of plain-vanilla consumer stocks that use AI to grow faster, expand margins, and get re-rated by the market.
That's exactly what this live event is about.
On this call, you'll discover:
- How a concentrated portfolio of 8–10 consumer names is positioned to capture the AI productivity boom — without betting on chips, models, or data centers
- Why "boring" brands like pizza chains, discount retailers, and coffee shops have quietly produced 10x–90x returns in previous tech cycles — and which ones are set up to do it again
- The 4-box framework I use to separate the next Domino's from the next Sears — before Wall Street catches on.
This may be the only AI strategy where you already know — and shop at — every company in the portfolio.
All you need to do is show up next Thursday at 4pm EST to find out how you can turn shopping at the mall into your next 10x winner.
Click here to sign up.
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