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# ![@DAVYinvests Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1463630502276083728.png) @DAVYinvests DAVY

DAVY posts on X about $path, $odd, ai, business the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1463630502276083728/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +83%
- X Months XXXXXXXXX +1,071%
- X Year XXXXXXXXX +81,389%

### Mentions: XX [#](/creator/twitter::1463630502276083728/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +466%
- X Year XXX +4,793%

### Followers: XXXXX [#](/creator/twitter::1463630502276083728/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:followers.svg)

- X Week XXXXX +5.40%
- X Month XXXXX +17%
- X Months XXXXX +1,010%

### CreatorRank: XXXXXXX [#](/creator/twitter::1463630502276083728/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1463630502276083728/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[$path](/topic/$path) #10, [$odd](/topic/$odd) #4, [ai](/topic/ai), [business](/topic/business), [agentic](/topic/agentic) #153, [$lmnd](/topic/$lmnd) #298, [$hims](/topic/$hims) #127, [$pypl](/topic/$pypl) #1569, [il makiage](/topic/il-makiage) #4, [products](/topic/products)

**Top accounts mentioned or mentioned by**
[@spike1567](/creator/undefined) [@wearycenturion](/creator/undefined) [@cedarstresearch](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@bjmtweets](/creator/undefined) [@ironicape](/creator/undefined) [@wealthmatica](/creator/undefined) [@theronnievshow](/creator/undefined) [@kabraxfx](/creator/undefined) [@investingbygenz](/creator/undefined) [@foliotrail](/creator/undefined) [@arrangray9](/creator/undefined) [@henryinvests](/creator/undefined) [@longoption](/creator/undefined) [@thelonginvest](/creator/undefined) [@jonahlupton](/creator/undefined) [@neilx10](/creator/undefined) [@sumeet2692](/creator/undefined) [@contrarcap](/creator/undefined) [@mmmtwealth](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [The Root Network (ROOT)](/topic/$root) [Goldman Sachs (GS)](/topic/goldman-sachs) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [ZetaChain (ZETA)](/topic/$zeta) [4 (FOUR)](/topic/$four) [IBM (IBM)](/topic/ibm) [Palantir (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last XX hours

"Saying $PATH is undervalued or overvalued without any context on a discounted cash flow is meaningless. Base Case Currently is $XX intrinsic value. I used a rough estimate of WACC but beta is low around XXXX so I think this is reasonable. As you can see the terminal value will depend heavily on the growth rates for the next X years. UI Path will need to retain their RPA business and cross sell into Maestro + their other Agentic products. Even if we completely reduce their growth rates the intrinsic value could fall into the $12-15 range. This is exactly why I've been saying there is little"  
[X Link](https://x.com/DAVYinvests/status/1995155719948063121)  2025-11-30T15:39Z 6420 followers, 26.1K engagements


"@investwithsheng Ive looked into it previously. My consensus (as simple as it may sound) was that their business would be heavily impacted by AI. Its similar to $DUOL for me. I understand why people like it but I cant definitely tell you the terminal value of the business"  
[X Link](https://x.com/DAVYinvests/status/1995877892308582673)  2025-12-02T15:29Z 6413 followers, XXX engagements


"$PATH UiPath Delivers Strong Q3 FY2026 Results and Accelerates Agentic Automation Innovation UiPaths third quarter highlights: ✅ Revenue: $411M up XX% YoY ✅ ARR: $1.782B up XX% YoY ✅ Achieved first GAAP-profitable Q3 with $13M operating income ✅ Non-GAAP operating income: $88M ✅ Net cash flow from operations: $28M Whats driving this momentum Enterprises are scaling AI and automation strategies and UiPath is leading the way with a unified platform that combines deterministic automation agentic automation and orchestration.all in a trusted governed system. Recent Innovations & Partnerships:"  
[X Link](https://x.com/DAVYinvests/status/1996329334777254250)  2025-12-03T21:22Z 6419 followers, 8510 engagements


"$PATH I believe UiPaths trajectory is stronger than most investors realize. I wanted to get ahead of the curve by explaining how MCP and A2A impact Maestro before bearish narratives start forming. One of the most under discussed developments in enterprise AI is the rapid proliferation of specialized AI agents. Large organizations are now deploying agents from multiple vendors simultaneously: Microsoft Copilot Salesforce Einstein Google Gemini agents OpenAI custom GPTs Anthropic Claude and others. While this creates tremendous capability it also introduces a significant integration challenge:"  
[X Link](https://x.com/DAVYinvests/status/1996674972303888843)  2025-12-04T20:16Z 6417 followers, 6284 engagements


"Could be a $ROOT quarter. Ive stated multiple times that I think were early. Management will likely keep sandbagging until they get concrete data on how deployment is going with Maestro. My personal opinion is we see some progress with Maestro this year but nothing material to the numbers. The inflection point will be when they stop sandbagging guidance - which may be next quarter. Deployment takes time and usually lasts several months to educate enterprises. Im confident we will see growth with maestro but not completely sure on the time frame. In the meantime as long as RPA NRR stays 108%"  
[X Link](https://x.com/DAVYinvests/status/1995900485006495815)  2025-12-02T16:58Z 6347 followers, XXX engagements


"Im noticing a theme I was extremely bearish on $HIMS for the longest time but ended up buying heavily under $XX. The regulatory risk around compounded meds and telehealth felt massive. I stayed away from $LMND for over a year because the valuation never made sense to me.no matter how much I liked the vision the loss ratios and cash burn were significant. And I basically ignored $PATH for most of 2024/ early 2025. I was convinced they were just a legacy RPA business in secular decline with no real path to relevance in the agentic AI world. In hindsight: - $HIMS turned out to be one of my best"  
[X Link](https://x.com/DAVYinvests/status/1994392921555034210)  2025-11-28T13:08Z 6360 followers, 13.6K engagements


"People wont be buying $PYPL until its $80+. At that point it will likely still be a buy"  
[X Link](https://x.com/DAVYinvests/status/1995547628688269798)  2025-12-01T17:36Z 6359 followers, 9045 engagements


"$PATH Double beat"  
[X Link](https://x.com/DAVYinvests/status/1996326755670368755)  2025-12-03T21:12Z 6358 followers, 28.2K engagements


"Management Oran Holtzman (CEO Co-Founder Chairman) -Co-founded in 2013 -Leads tech/beauty innovation -Heavily involved in Oddity Labs developments (i.e Brand X and 4). Oran maintains significant share ownership which signals strong alignment with shareholders in my opinion and a personal stake in the company's success. Lindsay Drucker Mann (CFO) -16+ yrs at Goldman Sachs -Led Consumer Tech ECM IPOs like Peloton/Bumble. Lindsay brings robust financial acumen from her background at Goldman Sachs and has a played an important role in scaling Oddity's operations. Insider Ownership: 20+% (but"  
[X Link](https://x.com/DAVYinvests/status/1976994924282208257)  2025-10-11T12:54Z 6392 followers, XXX engagements


"What is ODDITY Oddity first caught my eye after investing in $HIMS (which has many similarities). The business comprises two main segments: IL MAKIAGE: A premium makeup brand with AI-powered shade matching and a strong DTC presence. SpoiledChild: A science-backed anti-aging and wellness brand with subscription-based products and personalized recommendations. This dual brand strategy creates a flywheel effect where data from millions of users fuels product innovation driving customer retention and new brand launches. The Oddity Labs department is utilized to create new formulations and"  
[X Link](https://x.com/DAVYinvests/status/1976994932666548297)  2025-10-11T12:54Z 6392 followers, XXX engagements


"How does ODDITY make money ODDITY generates revenue through its DTC platform leveraging its two core brands. 1) Product Sales (85%) Revenue from direct sales of IL MAKIAGE and SpoiledChild products driven by e-commerce and subscription models. Average order value (AOV) is $XX with a 30%+ repeat purchase rate. 2) Value-Added Services (15%) -Subscriptions: Recurring revenue from Spoiled Childs monthly delivery model. -Personalization Fees: Premium AI-driven product matching and consultations. -Partnerships: Collaborations with beauty influencers (Jeremy Scott and Alyson Hannigan) and"  
[X Link](https://x.com/DAVYinvests/status/1976994935308956098)  2025-10-11T12:54Z 6392 followers, XXX engagements


"Competitive Edge AI-Powered Personalization AI matches products to XX% of users skin tones and needs outperforming manual methods. This drives a XX% higher conversion rate than industry averages. Data-Driven Flywheel With X million+ users data lake fuels product innovation and marketing creating a self-reinforcing growth loop. Direct-to-Consumer Efficiency Bypassing retail middlemen Oddity achieves higher gross margins vs. traditional beauty brands. Think of $ELF that needs to invest heavily in retail channels like Target. ODDITY Labs Innovation/Revela The $XX million lab investment (2024)"  
[X Link](https://x.com/DAVYinvests/status/1976994940015030453)  2025-10-11T12:54Z 6392 followers, XXX engagements


"Powerful Trusted Brands IL MAKIAGE: #1 DTC makeup brand in the U.S. (eMarketer 2025) with 1.5m followers on Instagram. Spoiled Child: Fastest-growing wellness brand 484k followers on Instagram as of October 2025. Trust: Ranked #5 in beauty brand trust globally (Interbrand 2025). Yet some claim Oddity is fadingthe data says otherwise"  
[X Link](https://x.com/DAVYinvests/status/1976994949716472118)  2025-10-11T12:55Z 6392 followers, XXX engagements


"New SEC Filing on $ODD Brand Launch ODDITY has just launched METHODIQ a groundbreaking platform that reimagines medical care with AI driven precision and accessibility. What makes METHODIQ different ✅ AI-powered skin analysis ✅ Computer vision progress tracking ✅ XX core products + 100+ tailored treatment plans ✅ Backed by years of research and collaboration with board-certified dermatologists Looking forward to hearing more about the new brands on earnings tomorrow"  
[X Link](https://x.com/DAVYinvests/status/1990791162257387642)  2025-11-18T14:36Z 6397 followers, 3569 engagements


"$ODD Exceptional quarter 🟢Exceeded guidance across all metrics 🟢Double-digit growth for IL MAKIAGE & SpoiledChild 🟢METHODIQ brand launched (Nov) 🟢Expansion of ODDITY LABS platform Q3 2025 Performance Net Revenue: $148M (24% YoY) Gross Margin: XXXX% (+170 bps) Adjusted EBITDA: $29M (16% YoY) Adjusted EPS: $XXXX (vs. $XXXX prior year) Cash Position: $793M + $200M credit facilities Updated FY2025 Outlook Revenue: $806809M (2425%) Gross Margin: XXXX% Adj. EBITDA: $161163M Adj. EPS: $2.102.12 Improving margin and rev growth in a terrible tariff environment with a weakening consumer is"  
[X Link](https://x.com/DAVYinvests/status/1991258630520283453)  2025-11-19T21:33Z 6389 followers, 2111 engagements


"Added $30k worth more of $ODD today"  
[X Link](https://x.com/DAVYinvests/status/1993714171092066462)  2025-11-26T16:11Z 6397 followers, 2560 engagements


"Ive been talking about $PATH a lot recently. Not sorry about that but I do own other positions: In order of largest to smallest: $PATH $LMND $HIMS $PYPL $OSCR $ODD $ZETA $GAMB Im waiting for $PATH earnings Wednesday to see if I want to buy more. If it goes down and thesis remains in tact - I will likely buy more. Ive always kept a concentrated positioning in 2-3 companies but there have been many good opportunities now. I will likely be consolidating my portfolio in the near future"  
[X Link](https://x.com/DAVYinvests/status/1995113093001596966)  2025-11-30T12:50Z 6381 followers, 6911 engagements


"@attaloya Ive had ROOT. Great company and its trading cheap. I just reallocated to $ODD as I have too much insurance in my portfolio"  
[X Link](https://x.com/DAVYinvests/status/1995164882489241833)  2025-11-30T16:15Z 6397 followers, XXX engagements


"$PATH Added around $134k worth today. Up to almost 53k shares. I'm not too worried about price action in the short term especially after earnings (its irrelevant to the LT thesis). Only focused on progress with Maestro. We shall find out soon"  
[X Link](https://x.com/DAVYinvests/status/1995578384529981791)  2025-12-01T19:38Z 6401 followers, 8675 engagements


"$PATH UiPath: Margin Expansion + Durable Moat Financial Snapshot Stock Based Compensation (SBC): Still elevated at $78M per quarter but trending down. The $500M buyback offsets dilution. Once IPO era grants roll off and the stock stabilizes SBC normalization will be a major tailwind for GAAP profitability. Gross Margins: 80-84% overall XX% for software Net Revenue Retention (NRR): 108110% (down from XXX% a year ago but still strong). Non-GAAP Operating Margin: Hit XX% last quarter; UiPath has already shown it can reach 30%+ (Q4 FY2025 was 32%). My Target: 2530% in XX years feels realistic as"  
[X Link](https://x.com/DAVYinvests/status/1995959550055215606)  2025-12-02T20:53Z 6400 followers, 3426 engagements


"Totally fair shoutout to @neil_x10 his bear case on $PATH is the best Ive seen because its grounded in the $LMND model which is a purpose built AI native stack from day one. That approach is powerful when youre a insuretech with no legacy baggage but its extremely rare in the enterprise world. Rewriting decades of systems navigating regulatory change control securing budget across dozens of silos and managing multi year integration risk is simply not realistic for the vast majority of large organizations. Thats exactly where UiPaths value proposition lives. Most enterprises arent looking to"  
[X Link](https://x.com/DAVYinvests/status/1996243017108218178)  2025-12-03T15:39Z 6383 followers, 13.9K engagements


"$PYPL Finished listening to Jamie at UBS yesterday and honestly it left me more rattled than I expected. Shes usually pretty dry and measured but even by her standards this felt heavy on caution. The quotes that stuck with me: - Trade down behavior is still very consistent. - Average order values are lower pretty much across the board. - Branded checkout in Q4 tracking a couple points slower than the Q3 run rate we just reported. - Repeated the line about the lower income consumer being under pressure and said theyre seeing it in real time heading into the holidays. She also flagged the China"  
[X Link](https://x.com/DAVYinvests/status/1996577353602843011)  2025-12-04T13:48Z 6400 followers, 2978 engagements


"@JM_Investment0 Cant argue with this. I do think $FOUR has some balance sheet risk (even though bulls would disagree with me) but likely will have more upside in the short term"  
[X Link](https://x.com/DAVYinvests/status/1997694017245737436)  2025-12-07T15:45Z 6383 followers, 1673 engagements


"My job within the finance sector has moved from XX% automation to around XX% within the past year. Whether its through Microsoft co-pilot python anaplan or alteryx. Maybe its time to give $PATH another look. I used it briefly early on in my career but wasnt a big fan. That was years ago and I have a hard time believing they dont take some market share from here"  
[X Link](https://x.com/DAVYinvests/status/1986772232798888149)  2025-11-07T12:26Z 6405 followers, 35.8K engagements


"$ODD Had more time to look into their Q3. Not discounting their Q3 but playing devils advocate here. Key Observations Share-based compensation (+$9.2m YoY🔴) Boosted OCF artificially (non cash add back) but expected in a growth phase. I will continue to monitor it because sustained increases could mask underlying cash trends along with potential dilution. Trade payables ($25.2m YoY🟡) Largest headwind; flipped from source (+$6.0m) to use ($19.2m). Likely timing of supplier payments or terms normalization not inherently negative but worth tracking for a potential liquidity impact in the"  
[X Link](https://x.com/DAVYinvests/status/1991944335747944600)  2025-11-21T18:58Z 6397 followers, 2636 engagements


"@WinnerInvestor $PYPL is the safest bet at these valuations IMO. Ive built out my $PATH position unless it goes down more but been adding more $ODD to DCA"  
[X Link](https://x.com/DAVYinvests/status/1994451544155005415)  2025-11-28T17:01Z 6397 followers, XXX engagements


"@TheLongInvest $PATH and $ODD"  
[X Link](https://x.com/DAVYinvests/status/1994763310156402702)  2025-11-29T13:40Z 6397 followers, 2258 engagements


"$PATH What can Sales and Marketing tell us about the business and why did I incorporate margin pressure in my DCF (Hint - higher cost might be better) 2Q 2026: $166.3M 2Q 2025: $194.3M XXXX% reduction There are a couple of ways of looking at this: 1) The Optimistic Side Cost Optimization: UiPath is becoming more efficient in acquiring and retaining customers. Improved ROI: Lower spend with higher revenue indicates stronger brand equity better targeting and possibly increased reliance on organic growth or partner channels. Profitability Focus: This aligns with the significant improvement in"  
[X Link](https://x.com/DAVYinvests/status/1995487132152901937)  2025-12-01T13:36Z 6410 followers, 4759 engagements


"$PATH Open interest on 2027 & 2028 leaps looks a bit high for company that "won't show any growth" in the coming years. Must be a glitch"  
[X Link](https://x.com/DAVYinvests/status/1995879198477435365)  2025-12-02T15:34Z 6409 followers, 5854 engagements


"$LMND often gets dismissed as overvalued by investors who glance at the usual metrics5-8 forward sales (depending on reinsurance changes) 10-11 book value still negative EBITDA and stop there. What that quick take misses is that the stock isnt trading on todays earnings its trading on a rapidly improving terminal value thats starting to come into focus. Even though I prefer a X year DCF there is a lot of value in a XX year outlook here. Heres why the multiple is making more sense with each passing quarter: X. Car insurance is scaling faster than expected Car in force premium (IFP) grew XX %"  
[X Link](https://x.com/DAVYinvests/status/1996190389640778144)  2025-12-03T12:10Z 6399 followers, 26.3K engagements


"$PATH The legacy RPA take on UiPath is still complete nonsense. Quick context before I start: 1) UiPath hasnt been just RPA in years. Its a full agentic platform that runs traditional bots any LLM and autonomous agents together under Maestro. 2) Everyone (management sell side every long) has said a million times that Maestro wont move revenue materially for a few more quarters. No one is hiding that. Now the actual point. Half the timeline instantly decided this is a dying RPA company using AI lipstick to slow churn. That narrative falls apart the second you look at the numbers or the actual"  
[X Link](https://x.com/DAVYinvests/status/1996552821383069849)  2025-12-04T12:11Z 6418 followers, 10.1K engagements


"Probably was the bottom on $HIMS"  
[X Link](https://x.com/DAVYinvests/status/1996635655108284673)  2025-12-04T17:40Z 6419 followers, 4039 engagements


"$PATH The gap between todays X forward sales multiple and a potential XXX (or higher) comes down to one thing imosales model evolution. Since Ive yet to see a bear thesis on this platform that actually lines up with what Im hearing or seeing Ill try to give some perspective from my POV but lets set some context first: 1) RPA and Agentic can still provide XX% + growth with minimal maestro adoption. There needs to be a sales funnel that is conditioned to feed this growth. 2) Daniel Dines has said multiple times that he wants to grow his talent internally. I believe this is partially the reason"  
[X Link](https://x.com/DAVYinvests/status/1998015992690020699)  2025-12-08T13:05Z 6419 followers, 4089 engagements


"@jakebrowatzke $ODD 🤝"  
[X Link](https://x.com/DAVYinvests/status/1998059004526821719)  2025-12-08T15:56Z 6420 followers, 1351 engagements


"Buys today $100k to $LMND and $100k to $PATH. Yes Im still buying at these levels"  
[X Link](https://x.com/DAVYinvests/status/1998789162502336925)  2025-12-10T16:17Z 6420 followers, 1928 engagements


"$PATH UiPath Thesis -What do they do -Strategic Positioning -Expanding TAM and Structural Tailwinds -Technology Differentiation -Adoption and Stickiness -Partnerships -Financial Overview "The unknown can be scary. Create a culture around understanding and celebrating automation and its purpose so your employees can learn to embrace it rather than fear it." Daniel Dines (CEO)"  
[X Link](https://x.com/DAVYinvests/status/1988278518640157016)  2025-11-11T16:11Z 6411 followers, 66.4K engagements


"If theres so much competition with Agentic orchestration why is Microsoft forming a partnership with $PATH Microsoft already has their own co pilot and agentic embedded ecosystem. Theres legitimately a ton of competition in agentic orchestration right now especially IBM Watson. Everyones got their own agent framework their own this is the one true way pitch and a slide deck that says theyll own the enterprise in XX months. So when Microsoft who already has copilot studio semantic kernel Azure AI Agent Service the whole embedded ecosystem turns around and does this deep multi year partnership"  
[X Link](https://x.com/DAVYinvests/status/1994785497676231061)  2025-11-29T15:08Z 6413 followers, 15.7K engagements


"1/ Why I think $PATH has almost no real downside left but absolutely stupid upside if they execute Lets start with the obvious: the discourse around this stock is completely broken. Bulls are treating it like the next $PLTR on steroids pricing in a perfect outcome before most of the story has even played out. Bears are doing the opposite hyper focused on every short term flaw questioning the core product and acting like the company is one bad quarter from irrelevance. Both camps are wrong in useful ways. Im not in either trench. I just care whether the risk/reward still makes sense after the"  
[X Link](https://x.com/DAVYinvests/status/1996928144524091874)  2025-12-05T13:02Z 6420 followers, 15.9K engagements


"$PATH Hands On Experience with UiPath ROI (this is part of my resume pitch btw). A few years ago I led the restructuring finance workstream for a multi billion dollar CPG company that had finally reached the breaking point with its legacy systems. The brief from the CFO was pretty straightforward put a hard number on how much the manual workarounds were costing us and find a modernization path that actually worked inside our capital constraints. We started with the textbook solution which was a complete core system replacement that would harmonize decades old ERP instances custom code and an"  
[X Link](https://x.com/DAVYinvests/status/1997323645576675468)  2025-12-06T15:14Z 6418 followers, 23.1K engagements


"Post Q3 FY2026 $PATH Valuation trying to stay grounded and technical Bulls will call me conservative bears will call me delusional heres my middle of the road take. Quick recap: - Price $XXXXX $10.4B market cap $8.9B EV - TTM revenue $1.555B - ARR $1.782B (+11% YoY) - NRR stuck at XXX% for three straight quarters - TTM non GAAP op margin XX% FCF margin XXXX% - $1.52B net cash essentially zero debt - First GAAP profitable quarter in company history Q3 was solid but growth is still XXX% forward looking. FY2026 guidance only implies 1112%ish revenue growth and management was pretty clear:"  
[X Link](https://x.com/DAVYinvests/status/1997668975161872651)  2025-12-07T14:06Z 6420 followers, 8876 engagements


"$PATH is no longer just RPA Many still think of UiPath solely as robotic process automation. In reality the company has spent years evolving into a full spectrum intelligent automation platform complete with process mining task mining document understanding and arguably most important a robust agentic AI framework. The March 2025 acquisition of Peak AI accelerates that transformation dramatically. Peak brings a mature Decision Intelligence platform purpose built for autonomous outcome driven AI agents in high impact commercial domains: - Inventory AI optimizes stock across purchasing"  
[X Link](https://x.com/DAVYinvests/status/1998422984189440273)  2025-12-09T16:02Z 6420 followers, 2744 engagements


"I havent sold any $PATH shares. Ive had a couple of people say that Im being paid to promote the stock and that I sold after earnings. Lets just be clear: 1) I dont have enough followers to do that. 2) I have hands on experience with using UI Path in my career and have followed it for many years. 3) Ive waited to assume a position until recently because I was waiting for more information to come out. 4) I dont constantly post my portfolio on here bc I dont answer to anyone else. 5) I buy with the intention to hold for many years especially with UI path being the inflection next year. 6) I"  
[X Link](https://x.com/DAVYinvests/status/1998450664565817661)  2025-12-09T17:52Z 6420 followers, 7612 engagements