The AI Efficiency Revolution: Why Salesforce's Agentforce and Energy Infrastructure Are the Next Big Plays

The AI revolution isn't just about flashy chatbots—it's about real money. Companies like Salesforce (CRM) are proving that AI can boost profits while a hidden energy infrastructure boom is quietly powering this transformation. Today, I'm telling you to buy the CRM-AI upside and pair it with energy infrastructure stocks like Innovex (INVX) and CUBE. Here's why.

Agentforce: The Proven ROI Machine

Salesforce's Agentforce isn't just hype—it's a cash-generating machine backed by cold, hard client results. Take Goodyear, which is using Agentforce to slash administrative tasks from 90 days to a few hours. That's not just efficiency—it's pure profit. By automating legal reviews and financial assessments, Goodyear's sales teams can focus on closing deals instead of paperwork. The numbers speak for themselves:

Salesforce has already closed 5,000+ Agentforce deals and pulled in over $900M in AI/ Data Cloud revenue. The platform resolves 84% of queries autonomously, cutting costs for clients like Saks Fifth Avenue and Amplifon. This isn't a side project—it's a $1.2B revenue engine with 120% YoY growth.

But here's the kicker: Agentforce's success isn't just about CRM's stock—it's a buy signal for energy infrastructure. Every AI system, every data center, every autonomous agent needs power. And right now, the energy sector is the unsung hero of this AI boom.

The Hidden Energy Play: Data Centers Are Powering the AI Future

AI isn't magic—it's physics. Training a single large language model can consume as much energy as a small city. Data centers are now the world's fastest-growing energy consumers, and their hunger is just getting started. Here's why this matters:

1. Surging Demand: Data center infrastructure spending rose 17% YoY in Q1 2025, with power distribution systems up 40%. By 2030, data centers could use 30% of Ireland's total electricity.
2. Liquid Cooling Gold Rush: Direct liquid cooling revenue is doubling to $2.5B by 2025, as companies like Microsoft repurpose 85% of waste heat to power carbon-capture systems.
3. The Nuclear/LNG Edge: To fuel this, nuclear and LNG are the unsung heroes. The U.S. is fast-tracking small modular reactors (SMRs) with 18-month approvals, while LNG exports hit 29 billion cubic feet/day by 2030.

The Trade: Pair CRM with Energy Infrastructure

Here's how to play it:

1. Buy Salesforce (CRM): At $250/share, CRM is still undervalued. Agentforce's 120% ARR growth and 5,000+ clients mean this stock could hit $350 in 12 months.

2. Go Big on Energy Infrastructure:

3. Innovex (INVX): Building LNG terminals like Brazil's Buzios project. With 4 U.S. LNG projects online by 2027, its stock could double from $15 to $30.
4. CUBE (CUBE): Partnered with Palantir to cut nuclear project timelines by 70%. Its $2.5B valuation could hit $5B as SMRs take off.

The Risk? Energy Shortfalls Could Derail AI's Growth

The energy sector's biggest fear isn't competition—it's stupid politics. Australia's lack of investment in sovereign AI infrastructure is a warning. Without nuclear/LNG buildout, countries risk being strangled by energy costs. Investors must own the builders, not just the tech.

Final Call: Don't Miss the AI-Energy Synergy

Salesforce's Agentforce isn't just a software play—it's a profit catalyst for energy infrastructure. Companies like Goodyear are proving that AI pays, but without the power to run it, this revolution stalls. Buy CRM and pair it with INVX/CUBE now. The AI boom isn't coming—it's here, and the energy companies building its backbone are the next big winners.

Action Plan: Allocate 60% to CRM and 40% to a 50/50 mix of INVX/CUBE. Set a $350 target on CRM and $30 on INVX/$50 on CUBE by 2026.

This is a once-in-a-decade convergence—don't let it pass you by.

Disclosure: Hypothetical positions for illustrative purposes only. Past performance ≠ future results.