Even Jensen Huang, NVIDIA’s leather-jacketed oracle, couldn’t contain his excitement about agentic AI at a recent conference, calling it a “multitrillion-dollar opportunity.” And let’s be honest, when Huang… who usually goes pants off for hours about GPUs and quantum computing like they’re the cure for everything… takes time to hype something happening right now, it’s worth listening. (Especially since his quantum computing dreams are, as he says, “30 years away”).

Agentic AI is no longer some abstract concept confined to TED Talks and white papers… it’s already rolling up its sleeves and clocking in. Unlike generative AI, which is great for spitting out cooking recipes or making you look like a medieval knight in your LinkedIn profile pic, agentic AI actually works. Need your flights booked, customer complaints resolved, or code written? Done. No micromanaging. No “Did you mean...?” nonsense. It’s the assistant you wish your human one could be (without asking for PTO every other week).

Take Salesforce, for example. Their Agentforce platform is already in action. At Heathrow Airport (in the UK), Agentforce is quietly rebooking flights, issuing meal vouchers, and sending passengers updates before they even realize their plans have gone sideways. While travelers might still grumble about the $10 coffees, at least they’re not stuck yelling at an overworked customer service agent. For Heathrow, it’s a double win… lower labor costs and fewer angry tweets clogging their mentions.

Bank of America is on board, naming Salesforce its top pick for 2025 with a $440 price target and a projected 33% upside. Marc Benioff, Salesforce’s ever-enthusiastic CEO, has dubbed this the “third wave of AI.” According to him, predictive models and generative AI were just the appetizers. Agentic AI is the main course… the tech that tackles the boring, time-consuming stuff so you don’t have to. Salesforce plans to deploy over 1 billion AI agents by the end of 2025, which might sound impossible, but since the technology is already here, it’s possible. Analysts at Wedbush think Agentforce alone could add another $80 per share over the next 12–18 months.

And of course, Salesforce isn’t the only one leaning into agentic AI. Google is going full throttle with its Gemini 2.0 platform. Sundar Pichai described it as AI that can “think multiple steps ahead and take action on your behalf,” which sounds suspiciously like “it’ll do your job better than you.” On the other hand, in an office “that doesn’t care about money,” Sam Altman and OpenAI is getting ready to launch Operator, a platform designed to handle everything from writing code to booking travel. (Just pray it doesn’t get too comfortable with your credit card information.)

So no, unlike quantum computing, agentic AI isn’t “30 years away.” It’s here. It’s working. And it’s poised to dominate. Keep an eye out and (become a premium member so you can access all our premium content and stock writeups)… I’ll be sending more agentic AI stock picks your way soon. If this trend plays out like it’s shaping up to, it could be one of the most explosive sectors of the year (right alongside nuclear).

Stock.News has positions in Google.