Long
Moonshot Ideas $CFLT > $40
- 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.
- $NASDAQ: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 $NASDAQ:CFLT would be number one choice and popular among growing Python community and ML community.
- I wouldn't be surprised to see $NASDAQ: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.
- $NASDAQ: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 $NASDAQ:CFLT would be number one choice and popular among growing Python community and ML community.
- I wouldn't be surprised to see $NASDAQ:CFLT well above 60 dollars in next 2-3 years.
Anmerkung
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 systemsAnmerkung
- Lot of tailwinds for data streaming in Gen AI and Agentic AI workflowsAnmerkung
- Clean Breakout above 200 SMA on July 3, 2025Anmerkung
Bearish to Bullish trend reversal on $NASDAQ:CFLT Anmerkung
Strength while most of the stocks were red today. Good to see it!Anmerkung
Data Streaming is absolutely critical for Agentic AI as it reduces data staleness
Anmerkung
But it's okay when people don't know the value that's where a person with immense understanding in the field make aysmmetrical return. By the time people catch up to trade, train would have already left the station.Anmerkung
$NASDAQ:CFLT move into AWS Marketplace puts it right in the sweet spot of the Agentic AI and real-time data boom. With growing demand for its platform, $NASDAQ:CFLT is a solid pick for anyone looking to get in on the action as Agentic AI takes off.investors.confluent.io/news-releases/news-release-details/confluent-cloud-now-available-new-aws-marketplace-ai-agents-and
Anmerkung
Big day for $NASDAQ:CFLT on July 23, 2025, It's crossed above 200 sma. Let's see if closes above it. Anmerkung
Barclays overweight : $31.00/ShareAnmerkung
UBS Adjusts Price Target on Confluent to $32 From $30Anmerkung
Beautiful breakout continues at $NASDAQ:CFLTAnmerkung
Ascending wedge breakout on July 28, 2025. $NASDAQ:CFLT targeting to get back above $30Anmerkung
Earning reaction after Q2 2025 looks like an overreaction.Anmerkung
I sold $NASDAQ:CFLT pre-earnings at 26.xx accidentally as I was expecting slight pull back but didn't know earnings were on July 31Anmerkung
Re-entering $NASDAQ:CFLT as it is in my dip buy boxAnmerkung
Breakdown to low 14s would be great for long term compoundingTrade geschlossen: Ziel wurde erreicht
$NASDAQ:CFLT closing with 100% gains; 
IBM is buying around $31 pr share
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Die Informationen und Veröffentlichungen sind nicht als Finanz-, Anlage-, Handels- oder andere Arten von Ratschlägen oder Empfehlungen gedacht, die von TradingView bereitgestellt oder gebilligt werden, und stellen diese nicht dar. Lesen Sie mehr in den Nutzungsbedingungen.