Drew Macklis
Equity investment analyst covering AI, semiconductors and autos, experienced in public and private investing and building deep fundamental research on AI-related opportunities.
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Mar 4, 2026 • 26min
How to find generational AI businesses – the 'move 37' moment
Drew Macklis, an equity analyst focused on AI, semiconductors and autos, shares how he hunts for generational AI businesses. He talks about building full-stack research across AI value chains. He describes using CTO summits and buyer signals to track enterprise adoption. He outlines themes to watch, including capability gains and potential breakthrough moments.
