In Today’s Masters in Trading: Live For the last two years, markets rewarded the companies building the physical architecture fueling AI: semiconductors, hyperscale infrastructure, GPU capacity. But right now, the bigger structural opportunity is shifting toward what I call the wallpaper phase. That’s when AI stops being a feature and starts becoming invisible. The winners in this phase won’t be startups. They’re incumbents with billions of users, recurring revenue, and ecosystems that are nearly impossible to displace. Companies like Microsoft embedding Copilot directly into Office for 400+ million users. Or Apple Inc. pushing on-device intelligence across more than two billion active devices — privacy-first, frictionless, and already paid for. And then you have the toll booths of AI’s next phase. Companies like Mastercard are using AI to screen billions of transactions in milliseconds. AI is being leveraged to improve authorization rates and fraud detection – all without the customer ever noticing a thing. On the enterprise side, names like Adobe Inc. and ServiceNow are embedding AI directly into workflows that companies can’t rip out. AI is making the services these companies provide even more indispensable. That’s the transition I’m focused on right now. Not speculative moonshots. Not headline AI hype. Just large-scale distribution platforms where AI gets layered onto recurring revenue streams and seamlessly serves millions of users. While I’ve highlighted a few strong use cases here, I want to turn your attention to 10 stocks I’m watching as they spark this massive AI transition. So join me for today’s episode of Masters in Trading LIVE at 11AM EST, where I’ll break down 10 AI stalwarts — how they’re positioned in the wallpaper phase of AI — and where I see potential volatility dislocations forming around earnings and forward guidance.  | Got a Question? | Be sure to join me live on YouTube and ask me anything. It’s a great way to connect directly with our trading community and make sure you’re getting the insights you need to help build a deeper understanding of the markets. Remember, the creative trader wins, |
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