January 23, 2025
The Hottest New AI Megatrend
Dear Subscriber,
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| By Gavin Magor |
The environment at the 2025 Consumer Electronics Show was AI-crazed.
All the major tech companies came out to Vegas to showcase their latest passion projects. And while many were exciting, to me, only one stood out as a potentially revolutionary megatrend.
One that could represent a multitrillion-dollar opportunity.
The Agentic Secret Is Out
It is called “Agentic AI” — a phenomenon with the potential to take generative AI to entirely new levels.
But, let me underscore: Not all companies that stand to gain from this cutting-edge trend represent solid investment opportunities.
Some offer glitter, but not gold. Others are legitimate but are high-risk and/or wildly expensive.
I’ve identified three stocks — all tech titans — that look like solid potential opportunities investors should jump on right now.
You likely have some exposure to them — directly or indirectly through ETFs or index funds.
What they are doing with agentic AI gives you another reason to own them.
But if you don’t already, here’s why you should consider loading up today.
Autonomous Agents: Moving Beyond Gen AI
Agentic AI takes generative AI tools like ChatGPT to new heights.
You’ve read about Gen AI in this publication. And you probably know it delivers responses to queries through single interactions.
Agentic AI systems, meanwhile, consume data from multiple sources. They also conduct independent analysis and solve problems.
These AI agents operate dynamically, not based on predefined inputs. And, unlike gen AI, agentic AI applications learn on the fly.
Agentic AI has the potential to revolutionize industries as part of a “digital workforce.”
AI agents will streamline a slew of industries like advertising, marketing, customer service, software development, supply chain management, healthcare and cybersecurity, among other fields.
The total addressable market size of the new AI phenomenon in addition to the projected spend on gen AI represents a massive opportunity for investors.
The AI Agent Market:
A Multitrillion-Dollar Opportunity
The projected upside of gen AI applications is considerable.
After all, this market is projected to grow by a compound annual growth rate (CAGR) of over 40% to $1.36 trillion by 2032.
And this was before the latest wave of AI agent technologies unleased at CES that are designed to go beyond gen AI.
Nvidia CEO Jensen Huang in his keynote speech at CES proclaimed that AI agents are likely to be a “multitrillion-dollar opportunity."
I have identified three stocks well-positioned to profit from agentic AI advancements.
The best part?
The top three Agentic AI stock recommendations all have “Buy” Weiss Ratings.
And they earn “Excellent” scores in growth, efficiency and solvency.
Top 3 Agentic AI Plays
Perhaps not surprising, Nvidia (NVDA) will be a key player in the agentic AI market. But not just because of its chips.
Nvidia provides the “blueprints” developers at other companies will use to create and launch AI agents.
In fact, an Nvidia rep told Weiss Ratings that the company is already working with industries on AI agent blueprints and use cases that will impact markets like healthcare, manufacturing, financial services and retail.
Microsoft (MSFT), a Weiss “Buy”-rated stock since Q1 2023, intends to be a pioneer in the next wave of agentic AI.
Enhancements to MS Copilot Studio will allow users to create agents, in the words of CEO Satya Nadella, “just like that.”
That is, in the same manner as we create documents and spreadsheets.
The MS technology is expanding across product categories. This is highlighted by the fact that LG and Samsung plan to integrate Copilot into their latest TV models.
Alphabet (GOOGL) is another leading tech company in the agentic AI space. It recently launched AI agents with industry-specific use cases for automotive, food ordering and retail.
Mercedes-Benz is among the first carmakers to integrate Google’s Automotive AI Agent, which will be implemented in its MBUX Virtual Assistant in the Mercedes-Benz CLA coming later this year.
Google Agentspace is a one-stop shop bringing together Gemini's advanced reasoning, AI-powered search and enterprise data to boost productivity.
The three stocks identified here are the early leaders in the agentic AI space. Each has a history of helping humans to work smarter.
Now, they have the chance to make AI work smarter as well.
And that’s a trend worth considering an investment in.
Cheers!
Gavin Magor
P.S. There are dozens of other angles to find profit opportunities in AI. One is to buy the smaller companies giants like these three are partnering with on AI initiatives. You can learn more about these “Silent Partners” here.
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