- We are entering era of Agentic AI which requires real time data and agent decides to take an action on that event in near real time.
- Confluent valuation is so cheap in a massive TAM and an exploding tailwind of AI Agents. I am seeing all the tech companies and startups are building AI Agents and apetite for real time data streaming capability, processing is required.
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CFLT need to ride this wave and one way they could do is by making Apache Flink to natively support Python instead of just relying on Java. If they build sdk, python library which could do the heavy lifting when it comes to stream processing, transformation then
CFLT would be number one choice and popular among growing Python community and ML community.
- I wouldn't be surprised to see
CFLT well above 60 dollars in next 2-3 years.
- Confluent valuation is so cheap in a massive TAM and an exploding tailwind of AI Agents. I am seeing all the tech companies and startups are building AI Agents and apetite for real time data streaming capability, processing is required.
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- I wouldn't be surprised to see
Note
I'm seeing strong secular tailwinds for streaming infra especially in Agentic AI. People are using Kafka and Flink for streaming pipelines to reduce data freshness in their serving systems like Feature Store & Vector DBs which are core infrastructure in Gen AI/ Agentic AI systemsNote
- Lot of tailwinds for data streaming in Gen AI and Agentic AI workflowsNote
- Clean Breakout above 200 SMA on July 3, 2025Note
Bearish to Bullish trend reversal on Related publications
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.