â–¶ Submind YouTube summaries
Thumbnail for Could THIS Be the Next AI Stock to Watch!?🚨

Could THIS Be the Next AI Stock to Watch!?🚨

Watch on YouTube

Video summary

The speaker argues that the artificial intelligence sector is far from its peak and remains in an early stage of development, contrary to warnings from prominent investors like Michael Burry. While many focus solely on chip and memory stocks, the true potential lies in applications that drive business efficiency by maximizing value with minimal input. The video highlights a specific company addressing this need through AI sales agents that operate continuously around the clock, unlike human representatives who are limited by working hours and language barriers. These AI agents can communicate in over 32 languages simultaneously, ensuring that no lead is missed due to time zone differences or after-hours inquiries, thereby capturing revenue opportunities that traditional workflows often fail to secure. This particular company, identified as Sales Closer with tickers SCAI in Canada and SCTLF in the United States, specializes in automating revenue generation through conversational AI that engages prospects throughout the entire sales lifecycle. The platform enables real-time, personalized interactions across voice, video, and digital channels, handling tasks such as lead qualification, product demonstrations, and follow-ups without increasing headcount. By bridging the gap between customer intent and actual conversation, the technology solves the critical problem of lost deals caused by delays in human response times. The market opportunity is significant, with projections indicating that the global sales and marketing software market will nearly double from $58 billion in 2025 to approximately $98 billion by 2032, driven by the shift of AI agents from experimental tools to core revenue infrastructure. Financially, the company has demonstrated strong growth, reporting a 90% year-over-year revenue increase in fiscal Q3 '26 to reach about $370,000, with gross margins hovering around 71-72%. The business has achieved global diversification, splitting its revenue evenly between US and international markets including Canada and the UK. Recent developments include strategic deployments in the Latin American insurance sector, a hospitality initiative at a major North American resort, and partnerships in the wellness industry across the Middle East and Asia. Furthermore, the company has secured intellectual property protection with ten US patent applications, three of which are granted, specifically covering hybrid session management that allows users to seamlessly switch between text chat, voice calls, and visual avatars without losing conversational context. Despite the excitement surrounding these technological advancements and financial metrics, the speaker emphasizes that investing in AI carries inherent risks and does not guarantee immediate massive gains for every stock. The core value proposition remains the solution to real-world problems where businesses are constrained by human capacity and the demand for instant engagement has become the new standard. As companies like this one begin closing key deals and integrating their AI agents alongside existing sales development representatives, they are setting a new industry norm for efficiency and scalability. Investors are encouraged to add such companies to their watch lists as part of a broader strategy that looks beyond hardware to the deep layers of software applications driving the next wave of economic growth in the AI trade.
Read the full video transcript
So, I've been saying for a while now, guys, the AI trade is far from over. We're probably in the third, fourth inning, maybe even earlier than that, right? In fact, I've been doubling down on a lot of investments in the AI space as a lot of these stocks have seen weakness, and they're actually already starting to rebound. And listen, AI is all about efficiency, as we know, making things easier, making, you know, businesses way more efficient. They're able to produce way more value with less input, right? That's kind of the idea um with AI, part of the idea. And there's this company that I've been watching, tracking very closely recently, and they're doing exactly that, making businesses way more efficient. And they have to do with this company, AI sales agents. Think about it. These, you know, sales representatives for a lot of businesses, right? They cost 80 to 120,000 dollars per year per person, right? And often times, listen, they speak one, two languages if that, you know, they work eight hours a day, which, I mean, listen, humans can only work so much, but the thing is with AI, guys, AI works nonstop, 24/7, right? You know, this company produces AI sales agents that actually speak over 32 different languages. It's a game changer. And like I said, guys, I genuinely believe we're in the early stages of this trade, even though people like Michael Burry, the media, a lot of other big investors are trying to spook you out of this trade. I think there's a lot more room to go, and the AI trade is very deep. It's not just, oh, you know, chip stocks, memory stocks. It goes a lot deeper than that. So, let's dive into this company I'm watching now, like I said, very closely. I've been diving deeper into them. Let's go. So, the company's called Salesforce AI, ticker SCAI in Canada and SCTLF in the United States and this video is made on their behalf and they're an AI software company focused on automating and scaling revenue generation through conversational AI. Again, the AI trade goes a lot deeper than oh, the chips, oh, memory stocks. It goes a lot deeper than that, right? Businesses are actually using AI to make everyday life a lot more efficient for, you know, personal use. That's a whole 'nother topic, but obviously for businesses themselves. And this company's platform enables businesses to deploy AI-powered virtual sales agents, right? That engage prospects and customers across the sales life cycle. And another thing worth mentioning here, guys, when you have humans running sales, right? Handling leads, think about it. They only work 8 hours a day, like I said before, right? So, let's say a lead comes in after hours, maybe they're at home doing whatever, right? They might miss that lead. They might not answer till the next morning and that, you know, that lead might go to a competitor, some other business, you know? So, that's a lost revenue for that business, you know what I mean? So, if you have these 24/7 agents, they can handle calls, they can handle everything around the clock. That's the key here. And Sales Closers agents conduct real-time personalized interactions across voice, video, and digital channels including lead qualification, product demonstrations, follow-ups, and meeting scheduling. And by augmenting core sales functions, the platform helps organizations increase capacity, accelerate pipeline velocity, and improve conversion rates without a corresponding increase in head count. And like we touched upon a second ago, right? 30 seconds ago, the real problem here is missed sales. Companies do not lose deals because they lack the tools, right? They lose deals because they miss moments. And revenue is lost in the gaps between intent and conversation. And that's where AI, and in this case, Salesforce product comes into play. And Salesforce main vision here is autonomous sales execution, right? Sales is no longer limited by head count or time zones or language barriers, right? That's That's the key with AI. And every lead receives immediate, consistent execution. And AI owns the work until a real sales conversation is complete. And guys, the market opportunity here is hard to ignore, right? AI agents are shifting from experimentation to core revenue infrastructure. And Sales Closer captures and defines the execution layer inside this expanding market. And we can see here 44% market growth rate. That's the CAGR by 2032. That's expected, right? We can see as of 2025, the global sales and marketing software market is 58 billion. It was 58 billion dollars. And it's projected to hit almost 100 billion dollars, 98 billion dollars, um to be exact. And again, this is a projection. Um that's the projected AI agents market by 2032. And it all comes back to revenue teams being constrained, right? They're constrained right now. Inbound demands exceed human capacity, right? SDR scaling, sales development representative scaling is expensive and inefficient. Again, we're seeing some of these, you know, costing 80 to 120,000 dollars, um you know, for some of these SDRs and delays directly reduce conversion, like we talked about. And listen, guys, in this world that we're living in where everything's instant, you know, you expect responses immediately, you know, gone are the days where, you know, you can go home, shut, you know, shut your office office door, and worry about it tomorrow. Everything is, you know, the world's connected non-stop, 24/7. So, buyers expect instant engagement, you know, when they inquire about something from your business, whatever may be, they want something immediately, right? That is the new standard at this point in time, and conversion depends on real-time interaction, and traditional workflows just cannot keep up. And I'm not saying businesses are going to completely get rid of, um, you know, their sales development representatives. That's not the case. I mean, there's going to be humans in every business in the sales department, obviously, right? But, using your agents alongside of these these AI agents alongside of the SDRs, that is going to be the new standard, and businesses are finally starting to catch on. They have been. Now, listen, guys, SalesLoft is not some concept AI company with no revenues, right? They're actually making money on the top line right now. They grew revenue 90% year-over-year in fiscal Q3 '26 to about 370K, $370,000, and that grew 235% year-over-year on a 9-month basis to $1.12 million with a gross margin of about 71% in the quarter, and 72.6% for the 9-month period. And the CEO of the company said Q3 fiscal '26 was their full first quarter operating as a stand-alone public company and they saw continued progress against the trajectory that they set at the listing. And as of right now, the United States customers represent approximately 50% of Q3 fiscal 2026 revenue with international customers including Canada, the UK, and other customers or markets rather, accounting for approximately the other 50% reflecting the company's continued global revenue mix. That's key. And as of June 30th, 2026, they had about $3.8 million of cash on the balance sheet with total liabilities of around $800,000. And we got some key business developments in that last earnings report, guys. On May 29th, 2026, the company began deploying its conversational AI platform with a Latin American operating unit of global life insurance conglomerate intended to support life insurance customer engagement and onboarding workflows. Very key here, guys. Again, it's all about efficiency. And on June 5th, 2026, the company announced its first hospitality deployment at a 270-room North American beachfront resort property affiliated with one of the largest hotel companies globally applying its AI voice agents to after-hours room service intake through a direct integration with the property's Oracle Hospitality point of sale platform. And on top of that, July 27th, the company announced an engagement with Zenox Solutions, right? A software provider serving the wellness, spa, and resort sectors to support Zenox's international business development activities across the Middle East and Asia. And listen to this, Sales Closer also filed a new US patent application covering hybrid session management across text, voice, and avatar channels. The application describes a method for preserving full conversational context across modalities within a single session allowing a sales closer AI agent essentially to retain everything discussed regardless of which channel a prospect is using at any given moment. I mean, this is this is big, guys. In practice, the technology allows a prospect to begin a conversation with a sales closer AI agent through text to chat on a website, continue that same conversation by voice, and engage further through a visual avatar all without repeating information or losing continuity. That's it's so key, guys. And the agent carries the full context of this interaction, the interaction, right? With it as the prospect moves across channels. And the capability covered by the new filing is already deployed and in active use within the sales closer platform, and users can currently interact with a single AI agent across text chat, voice, and visual avatars within one continuous session with conversation context maintained throughout. And this filing brings sales closer's US patent portfolio to 10 applications, three of which have been granted, where earlier filings address capability within individual channels including conversational flow editing and voicemail and IVR detection, this filing is intended to extend that coverage, right, to the connective layer between channels. The continuity of a single session as a user moves across modalities. That's a major problem um that they're trying to solve right now. They have the patents filed. This is big news. So, I'm excited about this company, guys. And again, it's, you know, the the AI trade is so deep. Like I've said throughout this video, like I've said in many of my videos, it's not about chips only. It goes a lot deeper than that. And this is just one of the layers of the AI trade that I think, you know, there there's a lot of potential. And I'm not saying the stock's going to go to the moon or, you know, all stocks are going to go up. Obviously, there's risk. We don't know what's happen, but these businesses are solving real-life problems. And this company here is closing some key deals, like we covered um in this video. And I'm excited about it. I'm watching them very closely. Again, the company trades in Canada under ticker SCAI and in the United States under ticker SCLTF. Add them to your watch list. And full disclosure, guys, I'm not a financial advisor. Currently, I own zero shares of the stock, um which is subject to change, of course. All of you guys in my Patreon, you get all my trade alerts, my buys, all my, you know, portfolio updates. So, you'll see what trades I do make. Check it out. Link down below. Shameless plug. Uh but yeah, I'm excited about Sales Closer. So, what do you guys think? I mean, the markets have been nuts, man. Let me know in the comments. Hit the like button. Make sure to subscribe. Do all that good stuff. And uh yeah, I'll catch you guys in the next video. I appreciate you all for tuning in as always. Cheers. Got my good old coffee here. As always, guys, I'll see you in the next video.