Moonshot Ideas $CFLT > $40

Apr 25, 2025

- 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.

May 27, 2025

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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 systems

Jul 2, 2025

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- Lot of tailwinds for data streaming in Gen AI and Agentic AI workflows

Jul 3, 2025

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- Clean Breakout above 200 SMA on July 3, 2025

Jul 3, 2025

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Bearish to Bullish trend reversal on $NASDAQ:CFLT

Jul 15, 2025

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Strength while most of the stocks were red today. Good to see it!

Jul 17, 2025

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Data Streaming is absolutely critical for Agentic AI as it reduces data staleness

Jul 21, 2025

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- It's undervalued by 50-80% ; Ideally, given how much streaming data infrastructure is important for Agentic AI systems. This is fairly cheap and discounted.

- This should ideally be trading between $45-60 per share. But Fintwit is focussed on NBIS & CRWV

Jul 21, 2025

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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.

Jul 22, 2025

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$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

Jul 23, 2025

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Big day for $NASDAQ:CFLT on July 23, 2025, It's crossed above 200 sma. Let's see if closes above it.

Jul 23, 2025

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Barclays overweight : $31.00/Share

Jul 23, 2025

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UBS Adjusts Price Target on Confluent to $32 From $30

Jul 25, 2025

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Beautiful breakout continues at $NASDAQ:CFLT

Jul 28, 2025

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Ascending wedge breakout on July 28, 2025. $NASDAQ:CFLT targeting to get back above $30

Jul 30, 2025

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Earning reaction after Q2 2025 looks like an overreaction.

Aug 3, 2025

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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 31

Aug 3, 2025

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Re-entering $NASDAQ:CFLT as it is in my dip buy box

Aug 4, 2025

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Breakdown to low 14s would be great for long term compounding

Jan 4

Trade closed: target reached

$NASDAQ:CFLT closing with 100% gains; IBM is buying around $31 pr share