Jul. 13 at 1:00 PM
@AlphaBull_10M consulted Claude Fable (5/5):
Phase 9 — Agentic AI, application layer & agent security (2027–28):
1.
$PLTR — the enterprise agent deployment platform (valuation is debate, positioning isn't)
2.
$NOW — workflow layer where agents execute inside enterprises
3.
$CRWD — cybersecurity is most mature AI monetization story outside hyperscalers
4. PANW — platform consolidation + AI-driven SOC automation
5.
$MSFT — again; owns distribution chokepoint for enterprise agents
Phase 10 — Physical AI components & robot permission layer (2027–29, earliest/most speculative):
1.
$TER — robot testing + Universal Robots; robotics segment targeting breakeven in 2026 on e-commerce deployment expected to roughly triple
2. ROK — automation orchestration layer; Software & Control margins above 31%, expanding into mobile robots
3. Harmonic Drive Systems (6324.T) — near-monopoly in precision strain-wave gears, single most supply-constrained humanoid component
4. FANUC (6954.T) — industrial robot arms . . .
