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@jakebrowatzke Avatar @jakebrowatzke Jake Browatzke 🚀

Jake Browatzke 🚀 posts on X about $path, ai, $lmnd, $odd the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies #3164 stocks XXXX% technology brands XXXX% automotive brands XXXX% exchanges XXX% social networks XXXX%

Social topic influence $path #3, ai 9.94%, $lmnd #85, $odd #1, $four #2, $paths #1, bullish #318, $fvrr #7, ceo #1037, $hims #137

Top accounts mentioned or mentioned by @danieldines @uipath @yochana42437421 @davyinvests @aviagrawaal @paperbaginvest @bjmtweets @howtoinvest_jb @caesarcapitalz @neil_x10 @neo8634 @slipperyklown @neilx10 @mattscottcap @this_investor @under10sniper @the_greenseeker @chill_investing @mmmtwealth @fundstrat

Top assets mentioned UiPath, Inc. (PATH) Lemonade, Inc. (LMND) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) 4 (FOUR) Hims & Hers Health, Inc. (HIMS) Monero (XMR) The Root Network (ROOT) Palantir (PLTR) Tesla, Inc. (TSLA) Confluent, Inc. Class A Common Stock (CFLT) Rubrik, Inc. (RBRK) aelf (ELF) Zcash (ZEC) Coinbase Global, Inc. (COIN) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"BREAKING: We've finished updating our $PATH model after Q3 earnings. Fair value for $PATH today is $XX based on a XX% discount rate on our 5-year price target of $XXXXXX Fair value is $XX today based on a XX% discount rate on our 10-year price target of $XXXXXX. THANK YOU FOR YOUR ATTENTION TO THIS MATTER"
X Link 2025-12-05T18:00Z 40K followers, 41.6K engagements

"Full portfolio update as of Dec 8th: Still adding as many $PATH shares as possible under $XX while we only trade around 15x look through earnings (which is a steal in my opinion). Holding $LMND. Re-added my positions in $ODD and $FOUR though likely won't worry about growing them until their 5-year forward return expectations get higher than $PATH's either via $PATH going up a ton in the short term or $ODD and $FOUR pulling back more. Hope everyone appreciates the transparency ❤🙏"
X Link 2025-12-08T15:50Z 40.1K followers, 29.9K engagements

"I would be so sad if $PATH was acquired for 11x sales. Yes it would be nearly a double from today's price but I'm here for the 50x-100x 🚀"
X Link 2025-12-08T16:10Z 40.1K followers, 17.1K engagements

"@MMMTwealth Sounds like your portfolio is solid $ODD is kinda a smaller faster growing and strangely enough cheaper $ELF with an AI core. Makeup brand with killer subscription revenue base. I do think $PATH is still the better buy today but I like Oddity"
X Link 2025-12-08T21:28Z 40K followers, 1481 engagements

"$PATH's Agentic Powerhouse for End-to-Orchestration: Maestro just got better Within Maestro AI can do any task that's done on a computer and you can chain that task within an end-to-end Maestro orchestration - giving the ability to automate entire job roles. @UiPath's new system called Screen Agent can automate on any UI interface opening up every SaaS product for full AI automation: "Our system builds upon recent advances in agentic computer use and follows the literature in adopting a two-stage architecture that separates high-level reasoning from low-level execution. Specifically the"
X Link 2025-12-09T00:27Z 40K followers, 18.5K engagements

"I'm feeling quite bullish about all the top calls I'm seeing. Plus $LMND $PATH and $FVRR are all far from all-time highs 🚀"
X Link 2025-09-26T20:32Z 40K followers, 3439 engagements

"For all those holding $ZEC coin please know that the ECC (team behind Zcash) has a history of pushing updates to the coin covertly to fix blockchain breaking bugs before announcing them or their fix to the public proving its centralization. Also during a period between 2018 and 2019 the ECC had an exploit that allowed them to create unlimited shield $ZEC entirely undetected. We would not know this vulnerability was exploited unless more $ZEC was unshielded than has ever been shielded in total which of course any exploiter would never be stupid enough to do and thus destroy their golden goose."
X Link 2025-11-07T01:03Z 40K followers, 3280 engagements

"$FOUR has touched near its technical support line. Great buy zone Fundamentally great deal as it's selling for $5.7B and guiding for $1B in free cash flow runrate exiting 2027"
X Link 2025-11-18T16:12Z 40K followers, 3692 engagements

"$PATH's TAM is $XX trillion today $LMND's TAM is $X trillion today Both of these companies can still 100x-1000x from their current sizes"
X Link 2025-12-02T21:16Z 40K followers, 3999 engagements

"$PATH's CEO and Founder @DanielDines already destroyed all the competition once in RPA. UiPath is #1 in market share the largest by a solid margin. He should be the front runner in peoples minds about winning agentic automation but he is entirely counted out which is insane"
X Link 2025-12-02T22:30Z 40K followers, 10.7K engagements

"10x YTD without options 🤯"
X Link 2025-12-04T10:14Z 40K followers, 91.5K engagements

"In a few years but people will look back and say to themselves "Imagine if I could go back in time and buy $PATH under a $10B market cap." Some things are obvious in hindsight to all but only in foresight to some. 😢"
X Link 2025-12-05T19:30Z 40K followers, 8107 engagements

"$PATH will break $XX $LMND will break $XX It's not a matter of if but when My guess is soon"
X Link 2025-12-05T20:42Z 40K followers, 8201 engagements

"@nicrypto Many years back I helped my parents buy some BTC and ETH on Coinbase. This year we moved everything to Kraken and converted it entirely into $XMR"
X Link 2025-12-07T03:21Z 40K followers, XXX engagements

"@investingluc ❤ Great post. I XXX% agree you must concentrate in your highest conviction investments to escape the rat race. As Buffett said (or something like this) "no one has gotten rich from their 20th best idea but many have gotten rich from their best idea.""
X Link 2025-12-08T17:13Z 40K followers, XXX engagements

"Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand X will launch in 2026"
X Link 2025-11-11T16:22Z 40K followers, 10.5K engagements

"Congrats to all $ODD shareholders on great earnings Triple beat and guidance raise on the launch of a new brand to compete against $HIMS 🔥 Stock up XX% so far in after-hours 🚀 I own 40k+ shares"
X Link 2025-11-19T21:23Z 40K followers, 6884 engagements

"@ShakaStocks Haha that wasn't me. I have a feeling some big institutions are buying. A hedge fund that owns over $100M of $LMND shares recently DM'd me asking for my $PATH thesis"
X Link 2025-12-01T17:11Z 40K followers, XXX engagements

"$PATH DCA continues Only 132k shares away from X million 🥳"
X Link 2025-12-02T18:47Z 40K followers, 15.6K engagements

"@MadsLRosendal I think $PATH is eating their lunch. Thankfully only a few hours before we get confirmation either way"
X Link 2025-12-03T14:46Z 40K followers, 1109 engagements

"Our model now expects a XX% growth rate exiting 2026 (next year) ramping up to XX% within X years before deceleration begins. In my opinion this is still a highly conservative model as it assumes that $PATH continues to lose substantial automation market share in this fast growing market. This assumption is extremely bearish in my opinion because UiPath has the best AI orchestration product on the market today"
X Link 2025-12-05T18:08Z 40K followers, 3775 engagements

"UiPath's founder and CEO Daniel Dines has hinted that $PATH IS moving toward outcome based deals just like $PLTR does. When you can provide such insane incredmental profit to customers it's the only fair way to price. And it makes selling a piece of cake as customers only need to pay out of directly created savings. Thus customers take on zero risk. Daniel mentioned outcome based pricing in this interview during Fusion and again during the Q3 earnings call this week"
X Link 2025-12-06T18:59Z 40K followers, 9821 engagements

"I now own XXX% of Oddity $ODD Israeli entrepreneurs are some of the best in the world 🙏🚀 (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) 😉"
X Link 2025-11-10T15:27Z 40K followers, 9440 engagements

"When a company is trading 10x earnings it yields a XX% return per year to owners WITHOUT top line growth. $FOUR $ODD and $PATH ALL trade at an EV (enterprise value) to look through earnings (expected profit margin at maturity applied to trailing twelve month revenue) of 10.4x-11.1x All are growing top line 20%+ long term. This is why I am confident all will yield 30%+ annualized returns from here"
X Link 2025-11-11T15:17Z 40K followers, 10.7K engagements

"Companies with AI data training flywheels will dominate every category in the coming agentic age. The opportunity for disruption has never been greater $ODD"
X Link 2025-11-11T18:13Z 40K followers, 4665 engagements

"I do NOT plan on stopping after I reach X million $PATH shares"
X Link 2025-12-02T22:06Z 40K followers, 5678 engagements

"Just passed 900k total $PATH shares 🙌🚀 Added another $250k of UiPath today and am still buying. For those wondering I'm not nervous about earnings at all. At this valuation there is VERY LITTLE risk. Will be live for the earnings call in a few hours"
X Link 2025-12-03T16:29Z 40K followers, 14.9K engagements

"This sort of volume growth on a stock that's been bottomed out for X 1/2 years tells you something big is happening. $PATH will run out of sellers soon enough. I believe one more quarter of growth acceleration could be the final straw that causes a sustained breakout"
X Link 2025-12-03T16:49Z 40K followers, 9810 engagements

"@HolySmokas +$3.82M You should look into $PATH btw. $LMND too on any pullbacks"
X Link 2025-12-04T21:24Z 40K followers, 5040 engagements

"Just bought +$387k $PATH shares. I have no opinion about where we're headed short term but long-term we're still in my "buy heavy daily" range. UiPaths expected 5-year return is still the highest in our spreadsheet"
X Link 2025-12-05T16:40Z 40K followers, 16.5K engagements

"$ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells for an EV (enterprise value) to look through earnings of 10.9x while guiding for multiple years of 20%+ topline growth through the launch of four new upcoming brands"
X Link 2025-11-11T14:57Z 40K followers, 18.3K engagements

"After XXX hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in"
X Link 2025-11-16T07:42Z 40.1K followers, 159.7K engagements

"Here is my recommendation for content to watch if you only have X hours to research $PATH X. Interview #1 with CEO and Founder Daniel Dines: X. Interview #2 with CEO and Founder Daniel Dines: X. Last earnings call for lots of color on how the business is doing today: X. Product demo of $PATH's new AI orchestration platform Maestro: X. Interview of myself about my research and thoughts on $PATH: X. Customer interview about saving 550000 hours of work per year with UIPath: X. Customer interview about making better executive decisions thanks to AI insights from UIPath: X. Customer interview"
X Link 2025-11-17T03:00Z 40.1K followers, 83.5K engagements

"$XMR will outlive every fiat currency on earth"
X Link 2025-11-29T08:23Z 40K followers, 5800 engagements

"When I look at $PATH I see a global AI automation company about to transform the world economy trading just 11.2x EV/look through earnings. (Applying a XX% net profit margin on trailing twelve month revenue to understand the price I would be paying for the business if it was a mature slow grower.) When most people look at $PATH they see a company that WAS good at automation before AI and is now irrelevant ("aI cAn dO iT NoW") trading 387x earnings (because they just flipped GAAP profitable this year). I see the next Palantir. They see the next Yahoo. After XXX hours of research I see a $PATH"
X Link 2025-12-01T18:50Z 40K followers, 13.6K engagements

"It's becoming clear to me that people don't actually know what $PATH does 😅 1.7k likes on this post and people are saying in the comments that Tesla will beat UiPath in humanoid robot software 😂💀"
X Link 2025-12-02T08:01Z 40K followers, 15.8K engagements

"$PATH Q3 FY26 earnings expectations (for tomorrow after market close): Analysts expect XXXX% growth in earnings to XXXX per share and XXXX% growth in revenue to $XXXXXX million. What is known - Over the last four quarters UiPath has surpassed consensus EPS estimates every time. In the most recently reported quarter actual EPS was about XXXX versus an estimate near XXXX and revenue was about XXXXX million versus estimates around 347348 million both representing clear beats. Recent analyst commentary describes the latest report as a beat and raise quarter with management lifting full year"
X Link 2025-12-02T19:15Z 40K followers, 8355 engagements

"NEWS FLASH @themotleyfool $PATH MAESTRO IS THE NEWER GENERATIVE AI PLATFORM "RPA is being disrupted" is OLD OUTDATED FUD. And it's wrong. Try harder"
X Link 2025-12-02T19:40Z 40K followers, 5039 engagements

"Just bought another 14000 $PATH shares. Greatful for this closing weakness 🔥🔥"
X Link 2025-12-02T20:59Z 40K followers, 4178 engagements

"NEXT 10X AI STOCK - $PATH Q3 2026 Earnings Live"
X Link 2025-12-03T19:40Z 40.1K followers, 55.7K engagements

"$PATH CEO and Founder @danieldines tells Bloomberg that analysts are "totally wrong" in thinking that UiPath's subscription business is threatened by AI. AI "actually helps IMPROVE our subscription business" he explains to Wallstreet. For them to understand why they would need to understand Maestro. But that would take actual leg work. Better to just wait for the stock to go up and then buy it because everyone else is 😂"
X Link 2025-12-05T07:38Z 40.1K followers, 22.6K engagements

"@Rothmus This doesn't work for Bitcoin if you bought you're BTC through a KYC'd exchange. However buying $XMR on Kraken then moving it to a Monero wallet like @cakewallet and a simple "I'm sorry honey. I lost my Monero in the prediction markets" and it's over. Untraceable"
X Link 2025-12-06T04:05Z 40.1K followers, 3395 engagements

"After finishing this interview with @karpathy I'm more convinced than ever that true AGI is still a decade or more away. Progress seemed so fast with the release of ChatGPT because AI research had largely been done away from the public eye prior to this point. Now that it is being done in public it's much easier to see the actual rate of progress and shortcomings. LLMs will keep getting better quickly but we are still many breakthroughs away from an AI that can reach self-improving escape velocity and true general intelligence. The entire economy can still be transformed WITHOUT AGI thanks to"
X Link 2025-12-07T04:54Z 40.1K followers, 5610 engagements

"$PATH's story has day X vibes. No one is paying attention. Analysts don't show up to calls. They are the underdog. This is how every heroes' journey starts. The stock is down -XX% yet Maestro's first large deployment will save a customer $67M a year. Countdown to liftoff 🚀"
X Link 2025-12-07T07:05Z 40.1K followers, 5018 engagements

"Back in Jun 2024 @alc2022 was on to something regarding $PATH. He wasn't wrong. He was seeing everything clearly - way ahead of the curve. But being too early can feel like being wrong. Now UiPath's Maestro is out it works and customers love it. The time has finally come 🚀"
X Link 2025-12-07T07:46Z 40.1K followers, 23.7K engagements

"@DarioBundi From their Q3 earnings call. $67m a year is $200m over X years which they mentioned"
X Link 2025-12-07T17:54Z 40K followers, XX engagements

"Happy Monday everyone $PATH DCA continues. +$630k"
X Link 2025-12-08T14:59Z 40.1K followers, 5588 engagements

"I have unpinned the $PATH Q3 earnings livestream from the community. In total we had 13000+ people watch live on X 9k watch the X replay and another 13k watch on YouTube for 35k total viewers. My guess is we increased the reach of $PATH's earnings call by an order of magnitude. Hope everyone had a chance to watch who wanted"
X Link 2025-12-08T15:08Z 40K followers, 8452 engagements

"@mattscottcap That's a good one. Perhaps $PATH $LMND $FOUR"
X Link 2025-12-08T15:41Z 40.1K followers, 1512 engagements

"@DAVYinvests It's very underrated. Not quite the explosive economy transforming potential of $PATH but they're building some very strong brands with powerful subscription based business models. I'm a big fan of recurring revenue solid growth and cheap valuations"
X Link 2025-12-08T16:02Z 40K followers, 1173 engagements

"Is this guy the @PaperBagInvest of $PATH"
X Link 2025-12-09T00:42Z 40K followers, 11K engagements

"By 2029 $PATH could be a $130+ stock trading 30x-45x forward earnings This conservative base case assumes they reach XX% revenue growth next year followed by XX% XX% XX% and a guide for XX% forward revenue growth and XX% net margins going into calendar 2030. Personally I think they have the #1 product in a ravenous market that could propell them to destroy these growth targets. In my bull case DCF using a XX% discount rate $PATH is worth over $XXX TODAY"
X Link 2025-12-09T05:31Z 40K followers, 13.7K engagements

"Bought more $PATH 🥳🚀 While I'd love a pullback I don't try to time short-term moves when I'm so bullish on the long term so I'm deploying margin daily while allowing room to buy even heavier if a pullback happens"
X Link 2025-12-09T16:18Z 40K followers, 11.5K engagements

"People truly don't get this yet. $PATH"
X Link 2025-12-09T23:42Z 40.1K followers, 6203 engagements

""Just running generative AI alone which is not reliable not deterministic it's not going to work for enterprise processes. But when we deliver that genie and put it in a box and that box is agentic orchestration we can safely harness the power of generative AI." - $PATH CEO and Founder @danieldines That's the thesis ladies and gentleman. @UiPath finally unlocks the power of AI for the enterprise"
X Link 2025-12-10T06:31Z 40.1K followers, 5650 engagements

"$PATH analysts currently expect them to grow revenue XXX% next year. Meanwhile $PATH just grew XX% in Q3 a 3rd quarter of acceleration and UiPath is guiding for Maestro to start meaningfully contributing to revenue next year. If I didn't know any better I would think the analysts aren't even showing up to earnings calls. oh wait. They aren't"
X Link 2025-12-10T07:55Z 40.1K followers, 12.1K engagements

"Contrary to popular belief AI will not make human workers obsolete but instead will give them superpowers. That's why I'm long $FVRR 🚀 Fiverr trades at an EV to look through earnings of just 3.7x while growing topline double digits"
X Link 2025-10-28T17:09Z 40K followers, 4427 engagements

"It's wild to me that while many stocks are at or near 52-week highs A crazy number are also sitting near 52-week and even all-time lows. while simultaneously bringing in record revenue and profit 🤯 For example: $FVRR $FOUR and $HNST I've rarely seen an "overvalued" market with this level of screaming opportunity"
X Link 2025-10-29T19:08Z 40K followers, 15.4K engagements

"@WheelandDeal_ $PATH 10x-100x feels highly likely. It's my #2. I also believe $FOUR $FVRR $HIMS and $HNST will become XX baggers within XX years"
X Link 2025-10-30T00:51Z 40K followers, 1147 engagements

"$HIMS now shows an equal X year return to $LMND in our DCF model. While it's possible $LMND flies XX% tomorrow on what will be a HUGE quarter of revenue growth acceleration I must make my decisions based entirely on the valuation metrics of today. Thus I Sold $1M of $LMND (remaining position is still XXX% of my net liquidity $6M) and Bought $1M $HIMS (position restablished) + $500k $ROOT (new position) + $160k $PATH + $110k $FVRR + $45k $FOUR + $430k $ODD (new position) Overall I increased my margin exposure to the market today. I do expect to get hate for this move (especially after Lemonade"
X Link 2025-11-04T16:36Z 40K followers, 135.1K engagements

"Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin"
X Link 2025-11-06T13:40Z 40.1K followers, 155.4K engagements

"Honestly I own too many stocks. When my portfolio exceeds X it's a sign I lack the clarity I need to continue annualizing XXX% returns. Considering concentrating $FVRR $ODD $ROOT and $HIMS ➡ into $PATH and $FOUR Never put money in your 7th best idea over your best idea"
X Link 2025-11-06T13:51Z 40K followers, 4875 engagements

"Peter Lynch's primary rule of thumb was that a fairly valued company should have its P/E ratio equal to its earnings growth rate which means a PEG (Price Earnings Growth) ratio of X or below is ideal. $FOUR stock PEG ratio: XXXX THANK YOU FOR YOUR ATTENTION TO THIS MATTER"
X Link 2025-11-09T02:03Z 40K followers, 12.9K engagements

"Thank you Jesus for not treating me as my sins deserve. Help me to glorify your name 🙏 $PATH up XX% so far today 🔥🚀"
X Link 2025-12-04T17:13Z 40K followers, 29K engagements

"Our expected 5-year return on my X biggest positions A XX% CAGR (compound annual growth rate) 3.7x's your value over X years. $LMND is right at a XX% CAGR a great buy and hold that will destroy the overall market. $PATH is disrespectfully undervalued offering a 6.7x return🚀"
X Link 2025-12-05T19:16Z 40K followers, 6251 engagements

"Q4 is going to be insane for $PATH Not because Maestro revenue will be kicking in meaningfully yet. The guide is for another quarter of around XX% revenue growth in Q4 so I expect only a X% acceleration to around XX% on a nice topline beat for a final sleepy quarter before things get really exciting. Remember management has said multiple times that Maestro will not begin contributing meaningfully until next year. "Wait I thought you said Q4 would be insane" Q4 will be insane because it's going to be the first quarter we get guidance for calendar year 2026 (FY27). Guidance is what gets"
X Link 2025-12-07T19:06Z 40.1K followers, 26.3K engagements

"That's a good question. There are a few reasons. 1) I think they will yield insane returns (though not quite on par with $PATH). 2) Slight diversification gives me optionally on margin calls. While i think $PATH's re-rating is far from over on extended dips in the future I can sell other positions to fulfill margin calls instead of selling $PATH. 3) I'm human so when other stocks have five and ten year expected returns that are in the range of my favorite i like to force myself to own a small amount of my second and third favorite positions because this practice helps me keep my mind more"
X Link 2025-12-08T21:47Z 40K followers, XXX engagements

"@Polymarket This might actually be smart but as a fundamental libertarian I'm confused by the fact that I feel it's a deeply loving law"
X Link 2025-12-09T23:10Z 40K followers, XXX engagements

"@dudu_bitcoin The only truly cypherpunk crypto left is $XMR"
X Link 2025-12-09T23:11Z 40K followers, 2553 engagements

"If you can't endure a little volatility on a potentially life changing stock stay out of the kitchen. The $PATH AI orchestration thesis is just getting started and will take months to years to fully pay out. Look at discounts like a hunter and remember we're going to crush Wallstreet numbers next year"
X Link 2025-12-10T16:21Z 40.1K followers, 4134 engagements