Motley Fool’s “AI Disruption Playbook” Stocks – Double Your Money or More?

Artificial Intelligence is undoubtedly the hottest sector in the world at the moment.

All told, AI is expected to create approximately $1.5 Trillion in market value by 2030, but which stocks are AI contenders, and which are just pretenders? The Motley Fool's “AI Disruption Playbook” may have the answers we're looking for.

The Teaser

The Fool's email reads “Three stocks in this new AI Disruption Playbook have the potential to become some of the top stocks we’ve ever recommended.”

This is the part where we usually tell you a bit about the face behind the teaser, but this time around there is no presenter because there is no teaser!

That's right, just a short email that provided a bit of info..

.. and when we click the link in the email to “get our copy of the AI Disruption Playbook now” it takes us to this page:

That being said, we have reviewed plenty of AI pitches in the past, including Ian King's “AiPhone Stocks” and Alexander Green's “Next Magnificient Seven” AI Stocks, so we have a good idea of what to expect here.

The global AI market is projected to grow by more than 28% until 2030.

This is perhaps bested only by blockchain, which is set to grow at a compound annual rate of nearly 90%!

However, AI is far more accessible and easier to invest in at this time, so it will grab most of the mainstream headlines and capital flow.

As you are about to see, this is both a gift and a curse.

Winners, Losers, and Wannabes

Explosive growth and above-average returns are bound to attract an overabundance of capital investment.

The estimated $142 billion that poured into AI in 2023 is evidence of this.

However, as more and more market entrants chase the same users/clients, returns are bound to diminish for all but a few winners in each niche, meaning billions upon billions of invested capital will be misallocated, as it is during every boom.

The Motley Fool claims to know which AI stocks are legitimate contenders worth investing in and they preview three picks in their email.

The Pitch

As is often the case with Motley Fool teasers, the pitch is unlimited access to their flagship Stock Advisor newsletter, at a special discounted rate for new members.

The advertised rate is $44.50 per year for the first two years, but it is only available if you pay for the two years upfront – $89.

This offer includes a 30-day membership refund period, the AI Disruption Playbook, two new stock picks every month, access to all of the Fool's published content, including exclusive articles and eBooks, and an online community of like-minded folks.

The Three AI Winners

We're given a brief preview of “AI Winner” while being told we'll wish we’d grabbed these 3 stocks five years from now.

Here is what we have to work with:

The Sleeping Giant with the Potential to be the #1 A.I. Company in the World

“This tech titan has been working on AI for over 20 years, but it seems like many investors haven’t fully realized the edge this company has when it comes to AI yet.”

It may only be a matter of time before this sleeping giant wakes up.

Whispers from the E-Commerce Shadows

“Behind its vast online marketplace, this company's leaps in artificial intelligence promise unmatched logistical advancements and a voice system poised to rule our homes.”

Its unique, vast datasets are the secret sauce, ensuring it stays an AI frontrunner.

The Social Butterfly with Grand AI Ambition

“Connecting millions daily, this company is diving deep into AI, aiming for computer systems that outperform human perception in seeing, hearing, and language within the next decade.”

Current efforts personalize user feeds, but upcoming projects hint at hardware innovations from voice-commanded building to universal language translation.

Not very specific descriptions, but given that it's the Motley Fool's premier newsletter making the picks, there are a few things we can count on:

• All are bound to be large or mega-cap stocks given the newsletter's predominantly senior demographic
• May not be “pure play” AI stocks, but all have a strong or emerging AI component to their primary business
• The picks could still end up being worthwhile investments even if they don't become AI leaders

Let's see if our detective work can uncover them all.

Revealing the Motley Fool's AI Disruption Playbook Stocks

We left no term un-searched and no link un-clicked to come up with the following…

According to some who are knowledgeable about the Fool's Stock Advisor newsletter, “at least two of the three companies teased have been the same since at least 2018.”

This kind of confirms the suspicion about all being large or mega-cap stocks.

So, based on everything we now know, what are the Fool's three AI stock picks?

The Sleeping Giant with the Potential to be the #1 A.I. Company in the World

Given the clue that this “tech titan has been working on AI for over 20 years” the pick here is likely Alphabet Inc. (Nasdaq: GOOG).

A Google blog I found from 2021 stated that “twenty years ago, Google started using machine learning, and 10 years ago, it helped spur rapid progress in AI using deep learning.”

Whispers from the E-Commerce Shadows

E-commerce…logistics…a “voice system poised to rule our homes” this can only be Amazon (Nasdaq: AMZN).

Amazon is the vastest online marketplace there is and its Alexa voice assistant, which is already in millions of homes, is getting a generative AI upgrade.

The Social Butterfly with Grand AI Ambition

What social network has dominated over the past decade?

The answer is Facebook or Meta Platforms Inc. (Nasdaq: META) as it calls itself nowadays.

It is also developing an in-house artificial intelligence accelerator chip, which goes hand-in-hand with the “upcoming projects hint at hardware innovations” clue.

Double Your Money With AI Disruption?

The worst part about the Fool's AI disruption picks is that they are already some of the biggest businesses in the world.

This means multi-bagger potential is off the table.

The best part about the picks is that all of the businesses mentioned are extremely deep-pocketed and have long runways to capitalize on artificial intelligence.

Given this, is it possible to perhaps double your money in any of the three stocks, as the Motley Fool suggests? Here are my two cents:

Alphabet: Is at a major crossroads given its declining search market share and rival Microsoft's major inroads into AI. The market seems to like what it's doing, but I'm not convinced.

Amazon: Dominant market share in two high-growth businesses, e-commerce and cloud computing with AWS. A solid choice for a doubling over the mid/long term.

Meta: The biggest wild card of the bunch, it could crater if its AI efforts don't pay off due to its prior Metaverse flop or it could regain some of its lost luster if they do. Don't bet the farmhouse.

Quick Recap & Conclusion

• Artificial Intelligence is the world's hottest sector, and The Motley Fool's “AI Disruption Playbook” names three market-leading AI stocks.
• There is no teaser per se, as when we click the link in the email to “get our copy of the AI Disruption Playbook” we are re-directed to a subscription page for the Fool's flagship Stock Advisor newsletter.
• The newsletter is available for a special discounted rate of $44.50 per year, but only if we pay for two years upfront – $89.
• Despite the decided lack of information, we were still able to uncover the Fool's three picks for free as Alphabet Inc. (Nasdaq: GOOG), Amazon (Nasdaq: AMZN), and Meta Platforms Inc. (Nasdaq: META).
• Alphabet is currently at a crossroads, Meta is a wildcard, and Amazon appears poised to keep growing its primary e-commerce and cloud-computing businesses.

Which AI Disruption Playbook stock is your pick to outperform? Let us know in the comments below.