AI has already created huge winners in chips, infrastructure, and software.
But the market is now moving into a different phase.
Boards are no longer asking who is building AI.
They're asking who is turning it into higher sales, stronger margins, and real earnings growth.
And that shift is already reshaping the largest consumer businesses in the world.
You don't need to chase semiconductors or predict which model wins.
In every major tech cycle, the biggest and most durable gains came from the companies that quietly used the technology better than everyone else, i.e. the operators, not the builders.
That's the focus of Thursday's Macke session.
He sees a concentrated group of consumer companies positioned to benefit from the AI productivity wave, and they're not chip or data center stocks. He'll also cover the framework used to distinguish the next long-term compounders from the companies that fall behind.
This is where AI moves from narrative to results.
Register here for the LIVE event on Thursday, February 19 at 4 PM ET.
