Macke The Next 10X Opportunity | Stock Market Media

The Easiest Money in AI

Worried you missed out on your chance to win big on AI stocks? Forget about chip makers, data centers, and software companies. Here’s why the next 10x opportunities will come from boring consumer stocks.

Thursday, February 19, at 4 p.m. ET

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First AI came for the hardware: TSMC, ASML, and NVIDIA were the clear winners of this stage of the market.

Then it came for the software: OpenAI, Anthropic, and Google are battling for model dominance while legacy SaaS companies scramble to prove AI won't eat their lunch.

Now the market is asking one question…

Will trillions of dollars in AI infrastructure spend ever pay off in the real economy? Or was this all just a bubble?

They are where AI either shows up as better margins, better service, and higher profits…

Or quietly dies as a science project.

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…

And the next 12–24 months will determine which retailers and consumer brands become this cycle's Domino's, Starbucks, and Amazon — and which become the next Sears.

Here’s why…

Boards are demanding CEOs turn AI, automation, and data into higher sales and fatter margins — or get replaced by someone who will.

This isn't theoretical. The pressure to turn AI into real earnings is already reshaping boardrooms at the biggest consumer brands in the world.

And it’s not too late for you to get in position for the easiest AI plays in the market.

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 a 20-year retail veteran uses 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.

Make sure you attend this live webinar on Thursday, February 19, at 4 p.m. ET.

Enter your email to register for this call

Thursday, February 19, at 4 p.m. ET

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Meet Your Host: Jeff Macke

Renowned Retail Expert Jeff Macke has been tracking consumer and retail companies for most of his life. While most kids played catch with their dads, Jeff accompanied his former Target CEO, Kenneth Macke, to stores across the country, learning what makes a good store. Jeff later ran a hedge fund and became an original cast member on CNBC's Fast Money. Today, he's publishing his insights at The Macke Portfolio.