The First Real Agentic AI Moment
Which stocks win from Agentic AI, how they win, and what it means for their future.
I’m sure you’re wondering what the cover photo of this article is.
That’s Clawdbot.
Clawdbot is the newest AI tool the public has gotten their hands on and many initial reviews claim it’s the most useful “new” AI tool on the market.
It’s an open source messaging native AI “personal assistant” that runs locally or on a small device-server you control. Instead of living in a browser tab like on a computer, it operates inside everyday messaging apps like WhatsApp, Telegram, iMessage, Slack, Discord, etc. replying and staying in sync across devices.
It essentially acts as a gateway that routes messages to AI models such as Claude or ChatGPT and can trigger real actions like checking email, managing calendars, running scripts, or sending proactive alerts.
For example, you could text Clawdbot “keep an eye on my inbox for anything urgent from my boss,” and it would monitor your email in the background and message you immediately when one arrives. Or you might ask it to summarize tomorrow’s calendar and remind you an hour before your first meeting without needing to open another app.
It’s a true personal AI assistant.
What sets Clawdbot apart from many other AI application is persistence and proactivity. It maintains long term memory, can monitor conditions on a schedule, messages you first when something important happens, and generally keeps up to date on your life. It doesn’t need prompts all the time, instead it becomes an extension of you and your life. It sounds dystopian yes, but this makes it feel like a true assistant.
This is the future of AI.
I want to highlight and mention that my 2026 Market Outlook was published a few weeks back, I’ll link it here. In this article I discuss how I’m thinking about the market and indices heading into the new year, my top individual stock and trade ideas for 2026 (a few names include RDW, ACMR, MRCY, and BE amongst others that have seen massive gains to start the year), the themes I’m focused on and the specific names within them including thematic baskets you can own or trade, macro and micro analysis, key index levels, crypto, sector and industry breakdowns, international stocks, and more. It’s a big piece, but I think it’s well worth the read. I put my all into this outlook to help you prepare for the upcoming year, and I hope you find it useful.
In the remainder of this article I’m going to discuss which stocks benefit from this shift towards Agentic and “personal assistant” AI, their charts, the thesis behind each name, and more. I’m not only going to focus on the obvious ones like Cloudflare (NET) and DigitalOcean (DOCN). There are plenty of other names out there that can see major tailwinds from this shift, and many of them have yet to see significant price appreciation. It’s still early for many of these names.
Let’s discuss.