Hey everyone,
Quick reminder that Jeff Macke is going live tomorrow to break down what he believes is the next phase of the AI cycle and where the real opportunities are starting to show up.
If you think the next winners will be more software or hardware, you're probably wrong according to Jeff.
The harder — and far more interesting — phase is when AI starts to show up in real businesses, real margins, and real earnings growth.
Consider the last tech boom, that's when the biggest and most durable winners emerged: Starbucks, Domino's, Amazon.
These weren't the builders of the tech.
But they were the best users of it.
Jeff will walk you through how he's identifying consumer and retail companies quietly benefiting from AI adoption early. Do you want to spot the next Domino's- or Starbucks-style winners before the crowd catches on? Join Jeff tomorrow.
Thursday, February 19, at 4:00 PM ET. - Register for the session here.
See you there.
