Agenticai — Trading Ideas on TradingView

Getty Images | GETY | Long at $2.29 Bull Thesis Data is "knowledge" for AI. Getty Images NYSE:GETY holds immense importance in the generative AI race due to its control over a vast, high-quality library of over 500 million licensed images and metadata. By licensing content (e.g., via deals with Nvidia), NYSE:GETY monetizes its assets, promotes responsible AI, and challenges open-source models. Standardized license deals will boost AI's commercial viability and prevent a "wild west" of IP theft, ultimately accelerating safe deployment in industries like advertising and media. The merger with Shutterstock will only help NYSE:GETY be the ultimate leader in this licensed data space. Bear Thesis The "wild west" of IP theft continues for years and the company's debt / poor fundamentals build until and ultimate collapse or acquisition. Action The bull thesis makes the most sense given the amount of data NYSE:GETY has and the future of data licensing deals. Now, I would love the price to go lower to accumulate more shares (under $2 is not out of the question in the near-term). But, at $2.29, NYSE:GETY is in a personal buy zone, and a starter position was made. More shares will be gathered in the $1 range if the earnings and revenue growth projections continue to look promising beyond 2025: www.tradingview.com Targets into 2028: $3.07 (+34.1%) $5.00 (+118.3%)

GoDaddy | GDDY | Long at $128.90 GoDaddy NYSE:GDDY is the world's largest domain registrar, managing over 84 million domains for over 21 million customers. AI, particularly through GoDaddy's Airo platform and related GenAI tools, is poised to drive outsized growth by supercharging product innovation, customer value, and operational efficiency. Technical Analysis The stock has dropped 35% so far in 2025, but this was after a meteoric 208.5% rise from October 2023 to December 2024. The price has now regressed to my selected historical mean - a typical share-accumulation region for algorithmic trading when it comes to high-growth stocks. While this is often a solid area of support, it may dip down to $115 to shakeout retail traders. Obviously, further declines would occur if fundamentals change, but the forward growth is highly attractive, and I doubt it will "crash" from here if the outlook remains positive. Earnings and Revenue Growth into 2028 Projected earnings-per share growth between 2025 ($5.98) and 2028 ($11.12): 86.0% (AI effect...) Projected revenue growth between 2025 ($4.92 billion) and 2028 ($6.19 billion): 25.8% Current P/E: 22x (remaining tech sector: 45.7x) www.tradingview.com Insiders Warning: Lots of insider selling and no recent buying. openinsider.com Health Debt-to-equity: 9x (very high, but due to aggressive share repurchases rather than distress) Cash flow remains a bull case cornerstone, with accelerating free cash flow conversion (>100% of EBITDA) underscoring operational leverage from AI efficiencies and premium customer shifts. Action GoDaddy NYSE:GDDY is a prominent name and leader in domain registration. As AI enhancements lead to improvements in operational margins, earnings are likely to grow tremendously into 2028. Once agentic AI search enters the scene, it will be very interesting to better understand the importance of such a domain registration company for its successful implementation. While the price may dip beyond the historical mean to shakeout some retail traders, I think the future of this currently undervalued, high-growth company into 2028 is very bullish. Thus, at $128.90, NYSE:GDDY is in a buy-zone with potential near-term risk between $100 and $115. Targets into 2028 $160.00 (+24.1%) $200.00 (+55.2%)

Confluent Inc | CFLT | Long at $20.55 Technical Analysis Confluent's NASDAQ:CFLT stock went through a wild decline after its IPO, dropping 84.5% from its high to the recent low. It is currently in a consolidation / "share accumulation" phase (i.e. trading sideways, overall), and the price is riding just below its historical simple moving average. Often, the price will bounce along this area until momentum picks up and then it's off to the races to fill all the open price gaps above on the daily chart. Given the niche this company has in the AI market, I suspect this is the eventual direction the stock price will move. Time will tell, though, and more major downside isn't a non-possibility. Market Niche The explosive growth of AI, particularly agentic and generative models, demands real-time data streaming at scale. NASDAQ:CFLT 's Kafka platform addresses this indispensable AI infrastructure demand - accounting for an estimated 35% of market share in the platform segment as of 2025. While AWS and Azure challenge it in their ecosystems, NASDAQ:CFLT is growing and leading the space, overall. Revenue and Earnings Growth into 2028 122.2% earnings-per-share growth expected between 2025 ($0.36) and 2028 ($0.80). 53.9% revenue growth expected between 2025 ($1.15 billion) and 2028 ($1.77 billion). www.tradingview.com Health Debt-to-Equity: 1x (good) Altman's Z-Score/Bankruptcy Risk: 2.6 (very low risk, but over 3 is best) Insiders Warning: A LOT of selling and no buying. openinsider.com Action The projected growth of NASDAQ:CFLT as the world moves toward agentic AI makes sense. I think the drop in price after the IPO was calculated and there may be a lot of room to run in the next 1-3 years. Insiders selling and the competitive landscape are red flags, but from the technical analysis to the fundamentals, this looks like a promising growth stock. Thus, at $20.55, NASDAQ:CFLT is in a personal buy zone. Targets into 2028 $28.00 (+36.3%) $41.75 (+103.2%)