Most investors assume the biggest money in AI has already been made — first in semiconductors and infrastructure, then in software and models.
Nvidia. ASML. The early builders.
Then the platforms and software leaders took the spotlight.
But history suggests the most durable winners often emerge after that phase.
Not from the companies building the technology...
From the ones using it to grow faster, expand margins, and compound earnings.
We've seen this pattern before.
Domino's.
Starbucks.
Amazon.
Each used new technology to transform operations — and delivered extraordinary long-term returns in the process.
AI is now entering a similar stage. And over the next 12–24 months, a new group of consumer companies could quietly become this cycle's biggest winners.
That's the focus of Jeff Macke's live session this week.
He'll walk through how a concentrated portfolio of consumer businesses may benefit from the AI productivity wave without relying on chips, models, or data centers. He'll also talk about why "boring" operators have historically produced the strongest long-term gains during tech transitions, and the four-box framework he uses to identify tomorrow's compounders before they become obvious.
This may be one of the few AI strategies built around companies you actually already know… and likely interact with every day.
Live: Thursday, February 19 at 4 PM ET.
Reserve your spot here.
