#  @Adddamm AW AW posts on X about $path, agentic, $paths, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::301923505/interactions)  - [--] Week [------] -26% - [--] Month [-------] +62% - [--] Months [-------] +24,469% - [--] Year [-------] +383,486% ### Mentions: [--] [#](/creator/twitter::301923505/posts_active)  - [--] Month [--] -59% - [--] Months [---] +3,360% - [--] Year [---] +8,800% ### Followers: [---] [#](/creator/twitter::301923505/followers)  - [--] Week [---] +6% - [--] Month [---] +30% - [--] Months [---] +58% - [--] Year [---] +13% ### CreatorRank: [---------] [#](/creator/twitter::301923505/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [celebrities](/list/celebrities) **Social topic influence** [$path](/topic/$path) #62, [agentic](/topic/agentic) #1554, [$paths](/topic/$paths), [in the](/topic/in-the), [ai](/topic/ai), [strong](/topic/strong), [$rklb](/topic/$rklb), [cash flow](/topic/cash-flow), [flow](/topic/flow), [stocks](/topic/stocks) **Top accounts mentioned or mentioned by** [@cyberprincerwo](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@uipath](/creator/undefined) [@nanalyzetweets](/creator/undefined) [@wealthmatica](/creator/undefined) [@aschulz888](/creator/undefined) [@hypergrowth102](/creator/undefined) [@valuemaverick](/creator/undefined) [@vinceisbullish](/creator/undefined) [@wearycenturion](/creator/undefined) [@midascabal](/creator/undefined) [@bourboncap](/creator/undefined) [@ashton1nvests](/creator/undefined) [@binhtrans](/creator/undefined) [@grindeoptions](/creator/undefined) [@aviagrawaal](/creator/undefined) [@chartwavetrade](/creator/undefined) [@alexisinv08](/creator/undefined) [@unrivaledinvest](/creator/undefined) [@mitchmartan98](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Duolingo, Inc. (DUOL)](/topic/$duol) [Microsoft Corp. (MSFT)](/topic/microsoft) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Neutron (NTRN)](/topic/neutron) [Chainlink (LINK)](/topic/chainlink) [Avalanche (AVAX)](/topic/$avax) ### Top Social Posts Top posts by engagements in the last [--] hours "@vinceisbullish I bought some VIX calls as a hedge too. The middle east tensions have me nervous" [X Link](https://x.com/Adddamm/status/1842575258836140298) 2024-10-05T14:39Z [---] followers, [--] engagements "@vinceisbullish The fact that this kinda flew under the radar is also a telling sign. Electron launches are just becoming a regular thing now - a great place to be as Neutron test launch keeps getting closer" [X Link](https://x.com/Adddamm/status/1860866383963177255) 2024-11-25T02:01Z [---] followers, [--] engagements "This is huge news Neutron maiden flight license issued by the FCC. Issued today and expires on 1/1/26 👀 which means $RKLB is definitely targeting a [----] maiden launch $RKLB 🚀 (#rocketlab) FCC license granted for launch - NEUTRON MAIDEN FLIGHT All operations shall be limited to telemetry tracking and launch vehicle communications for **a single Neutron launch vehicle launch from Launch Complex [--] in Wallops Island VA**. This https://t.co/LNZvn9fUQz $RKLB 🚀 (#rocketlab) FCC license granted for launch - NEUTRON MAIDEN FLIGHT All operations shall be limited to telemetry tracking and launch" [X Link](https://x.com/Adddamm/status/1944885853420953934) 2025-07-14T22:24Z [---] followers, [---] engagements "@cyberprince_rwo @Longshot_Long Same. I'm 80% AVAX 20% LINK. Let's gooo" [X Link](https://x.com/Adddamm/status/1947118410472522046) 2025-07-21T02:16Z [---] followers, [--] engagements "@cyberprince_rwo Short-term profit taking from people selling the stablecoin legislation news. Timing short-term moves is not a game I'm interested in. Longer-term trends are much more intuitive and easier to predict. It's clear that the paradigm is shifting toward rapid real-world adoption. Up" [X Link](https://x.com/Adddamm/status/1948041612355117228) 2025-07-23T15:24Z [---] followers, [---] engagements "@avax The people want red back" [X Link](https://x.com/Adddamm/status/1948567685563855284) 2025-07-25T02:15Z [---] followers, [--] engagements "@drakeondigital Agree. I think it's pretty obvious $PATH stock price will go up when the market sees more adoption of their new agentic AI enterprise workflow management software. The question is not if it's WHEN that turning point will be where the market gets excited about them again" [X Link](https://x.com/Adddamm/status/1948814927483077028) 2025-07-25T18:37Z [---] followers, [---] engagements "@sachinvats @UiPath Respectfully disagree. Enterprises are just now beginning to get comfortable with the idea of AI agents being part of their workforce. This a paradigm shift that is just beginning. Bullish on $PATH" [X Link](https://x.com/Adddamm/status/1963786770929090657) 2025-09-05T02:10Z [---] followers, [---] engagements "@cyberprince_rwo @chainlink It legitimizes $AVAX concept of allowing enterprises to create their own custom subnets. This is bullish for AVAX as they are already established and have a permissionless architecture" [X Link](https://x.com/Adddamm/status/1964377892386930711) 2025-09-06T17:19Z [---] followers, [---] engagements "$PATH is a bet on mass adoption of agentic AI automation by enterprises with a built-in hedge against a weakening labor market" [X Link](https://x.com/Adddamm/status/1965617652514308493) 2025-09-10T03:25Z [---] followers, [---] engagements "@cyberprince_rwo Has no competition for now. You really think as crypto explodes no one will try to come for $LINK's lunch" [X Link](https://x.com/Adddamm/status/1965805822916858349) 2025-09-10T15:53Z [---] followers, [---] engagements "@cyberprince_rwo I'm bullish on $LINK I just don't buy that their moat is as big as everyone says it is" [X Link](https://x.com/Adddamm/status/1965812773000298774) 2025-09-10T16:21Z [---] followers, [---] engagements "$PATH is locked in. Bullish. The turning point in the early days of UiPath was shifting our mindset - instead of building the next big feature that made sense to us as developers we built what our customers needed. This same philosophy is what enables us to help customers surpass the exploratory and POC The turning point in the early days of UiPath was shifting our mindset - instead of building the next big feature that made sense to us as developers we built what our customers needed. This same philosophy is what enables us to help customers surpass the exploratory and POC" [X Link](https://x.com/Adddamm/status/1966202634932727912) 2025-09-11T18:10Z [---] followers, [---] engagements "@footyhead32 @danushman The future of enterprise worklow automation is a hybrid of RPA and agentic AI. $PATH already has the lead on RPA marketshare and is migrating their customers toward agentic workflow orchestration that includes both agentic and RPA nodes" [X Link](https://x.com/Adddamm/status/1967623649202245793) 2025-09-15T16:16Z [---] followers, [--] engagements "Prediction: stock market will sell-off in Q4 after rate cut euphoria wears off. Remember rate cuts don't happen when the economy is strong. Rising unemployment rate and inflation concerns are not a good combo #stagflation" [X Link](https://x.com/Adddamm/status/1967982932825608398) 2025-09-16T16:04Z [---] followers, [---] engagements "@cyberprince_rwo Add UiPath $PATH" [X Link](https://x.com/Adddamm/status/1973067777528270937) 2025-09-30T16:49Z [---] followers, [---] engagements "@OGCapital25 @jakebrowatzke Long-term PATH investor here. To address your last point on Mr. Dines. Once you get used to listening to him you realize that all the points he makes are spot on. His delivery is just slower so it gets people less excited. Probably part of the reason why the stock has lagged" [X Link](https://x.com/Adddamm/status/1975156242793562295) 2025-10-06T11:08Z [---] followers, [--] engagements "Two spacecraft built by $RKLB are on their way to Mars via the @NASA/ UC Berkley (@ucbssl) ESCAPADE mission Blue and Gold the satellites we built for @NASA and @ucbssl are now more than a million kilometers from Earth 🛰🛰 Follow their journey to Mars on @NASA Eyes. https://t.co/TZGkkiorCC https://t.co/BnOktQDiJ5 Blue and Gold the satellites we built for @NASA and @ucbssl are now more than a million kilometers from Earth 🛰🛰 Follow their journey to Mars on @NASA Eyes. https://t.co/TZGkkiorCC https://t.co/BnOktQDiJ5" [X Link](https://x.com/Adddamm/status/1992691503286960374) 2025-11-23T20:27Z [---] followers, [---] engagements "@jakebrowatzke Totally agree. I'm making a big bet now like you are. The secular trend of workflow automation will be massive - I expect that narrative to become mainstream in [----]. This is just a bet that $PATH will grab a sizeable piece of that growing pie" [X Link](https://x.com/Adddamm/status/1993747073821495385) 2025-11-26T18:21Z [---] followers, [---] engagements "@cyberprince_rwo $PATH - earnings on Wednesday. They are a leader in the massive emerging secular trend of agentic workflow orchestration. Super bullish" [X Link](https://x.com/Adddamm/status/1995552880929939821) 2025-12-01T17:57Z [---] followers, [---] engagements "@cyberprince_rwo $PATH crushed their print" [X Link](https://x.com/Adddamm/status/1996328326504513602) 2025-12-03T21:18Z [---] followers, [---] engagements "If $PATH sees a selloff from any Fed hawkishness I'm adding more" [X Link](https://x.com/Phathom_/status/1998827129677418733) 2025-12-10T18:48Z [---] followers, [---] engagements "@weary_centurion Listened to it and thought the same thing. Ashim and Daniel compliement each other well as leaders of $PATH" [X Link](https://x.com/Phathom_/status/1999269156894413109) 2025-12-12T00:04Z [---] followers, [--] engagements "Doubled my $PATH position today. If $PATH sees a selloff from any Fed hawkishness I'm adding more. If $PATH sees a selloff from any Fed hawkishness I'm adding more" [X Link](https://x.com/Phathom_/status/1999285604777853201) 2025-12-12T01:10Z [---] followers, [---] engagements "$PATH is one of the best hedges against a weakening labor market" [X Link](https://x.com/Phathom_/status/1999552331894190328) 2025-12-12T18:50Z [---] followers, [---] engagements "@XFinancialX I think the recent rally back above $60 was driven by the SpaceX IPO news. I'm personally not selling calls until we get new all-time highs but I understand your thinking" [X Link](https://x.com/Phathom_/status/1999664548639351291) 2025-12-13T02:15Z [---] followers, [---] engagements "A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow orchestration to "do more with less"" [X Link](https://x.com/Phathom_/status/2000617768320708765) 2025-12-15T17:23Z [---] followers, [---] engagements "Key $PATH takeaways from last week's interview with UiPath CFO/COO Ashim Gupta at the Barclays Global Technology Conference. I am even more bullish after hearing him knock this interview out of the park. - Company achieved Q3 GAAP profitability and is on track for full-year GAAP profit proving disciplined investment can coexist with growth. - Agentic adoption is in the "early innings" with over [---] companies experimenting moving to pilots and generating initial orders. - Confirmed that agentic AI is a net positive enabling full process automation and "pulling through" higher demand for core" [X Link](https://x.com/Phathom_/status/2000808466797978068) 2025-12-16T06:01Z [---] followers, [---] engagements "2026 will be very bullish for $PATH. Even if the broader market is down due to macroeconomic concerns (e.g. rising unemployment rate and rising inflation) - that is the main value proposition of UiPath - automating processes so companies can do more without raising headcount. A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow orchestration to "do more with less". A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow" [X Link](https://x.com/Phathom_/status/2000984298027991238) 2025-12-16T17:40Z [---] followers, [---] engagements "The key to outperforming the market is to concentrate your portfolio in a small number of high-conviction names. I did this with $RKLB when I loaded up in the $4-5 range in [----] due to recognizing the emerging space economy and Rocket Lab's unique position as an end-to-end space company. I'm still sitting on all of those RKLB shares but for the past year I have been doing research on the second name to go heavy on. After a lot of research the stock I have recently decided to load up on is $PATH. It is now 47% of my portfolio with RKLB making up the other 53%. Here are the key reasons for my" [X Link](https://x.com/Phathom_/status/2001311435398230343) 2025-12-17T15:20Z [---] followers, [--] engagements "Love to see the $RKLB shout-out from NASA. Cool looking satelites launched on the most badass little rocket around - Electron. NASAs DiskSat is gearing up to launch into low Earth orbit Four plate-shaped spacecraft will demonstrate a new small spacecraft technology that aims to lower mission costs and expand access to space. The launch window opens Dec [--] at 12am ET. Live coverage from https://t.co/MQlCxXXUZ7 NASAs DiskSat is gearing up to launch into low Earth orbit Four plate-shaped spacecraft will demonstrate a new small spacecraft technology that aims to lower mission costs and expand" [X Link](https://x.com/Phathom_/status/2001476598441099320) 2025-12-18T02:16Z [---] followers, [---] engagements "@StanBrand @jakebrowatzke Yes $PATH is not tethered to one specific LLM. They already announced partnerships with OpenAI and Google Gemini. They use different LLMs for different tasks behind the scenes. And I believe they allow users of Maestro to choose the LLMs they want to use as well" [X Link](https://x.com/Phathom_/status/2001806408610635912) 2025-12-19T00:06Z [---] followers, [---] engagements "@michaelsikand $PATH. Agentic workflow orchestration will be on everyone's radar in 2026" [X Link](https://x.com/Phathom_/status/2001843028605161906) 2025-12-19T02:32Z [---] followers, [----] engagements "Largest contract in $RKLB history 🚀 BREAKING 🚨 Rocket Lab has been awarded an $805m contract to build [--] satellites for SDAs Tracking Layer Tranche [--] Long $RKLB https://t.co/yDziNO39xP BREAKING 🚨 Rocket Lab has been awarded an $805m contract to build [--] satellites for SDAs Tracking Layer Tranche [--] Long $RKLB https://t.co/yDziNO39xP" [X Link](https://x.com/Phathom_/status/2002076363650720027) 2025-12-19T17:59Z [---] followers, [--] engagements "2026 will be the year of. - Neutron 🚀 ( $RKLB ) - Agentic workflow orchestration 🤖 ( $PATH )" [X Link](https://x.com/Phathom_/status/2003137633137143857) 2025-12-22T16:16Z [---] followers, [---] engagements "BREAKING: $PATH joining S&P MidCap [---] effective Jan 2nd. Great way to start the new year" [X Link](https://x.com/Phathom_/status/2003621876665311556) 2025-12-24T00:20Z [---] followers, [---] engagements "I don't diversify. I observe the market and load up on stocks when the alpha is too good to pass up. Currently I have two positions.and they're by far the bulk of my net worth. Heading into [----] my portfolio is made up of Rocket Lab and UiPath. Here's why I'm so bullish. First some thoughts on $RKLB: -Being an end-to-end space company is essentially "future proof". There is no world I can think of where there won't be continued rapidly growing demand for Rocket Lab's services (barring some sort of catastrophic event that makes LEO less useable). -The space economy is growing for many reasons" [X Link](https://x.com/Phathom_/status/2003691388853014661) 2025-12-24T04:57Z [---] followers, [--] engagements "I don't diversify. I observe the market and load up on stocks when the alpha is too good to pass up. Heading into [----] my portfolio is made up of $RKLB and $PATH. Here's why I'm so bullish. First some thoughts on $RKLB: - Being an end-to-end space company is essentially "future proof". There is no world I can think of where there won't be continued rapidly growing demand for Rocket Lab's services (barring some sort of catastrophic event that makes LEO less useable). - The space economy is growing for many reasons including but not limited to: national security (e.g. Golden Dome) AI datacenter" [X Link](https://x.com/Phathom_/status/2003818201570762758) 2025-12-24T13:21Z [---] followers, [---] engagements "Could we get a $PATH short squeeze to start the new year I think so and here's why: It was just announced yesterday after-hours that UiPath is being added to the S&P MidCap [---] index. This will force institutions that track the index (think passive mutual funds and ETFs) to buy shares of PATH. Rough math says that about [--] million shares will need to be bought. We're already seeing the stock pop pre-market on the news but the real index buying probably won't happen until near market close December [--] (the last trading day before Jan 2nd) as funds add PATH to prepare for the inclusion in the" [X Link](https://x.com/Phathom_/status/2003835948010799474) 2025-12-24T14:31Z [---] followers, [---] engagements "$PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve" [X Link](https://x.com/Phathom_/status/2003907824561295612) 2025-12-24T19:17Z [---] followers, [---] engagements "The market is beginning to notice $PATH. $PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve. $PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve" [X Link](https://x.com/Phathom_/status/2003908579280241105) 2025-12-24T19:20Z [---] followers, [---] engagements "I think there's a good chance we see a new $PATH 52-week high by Jan 2nd driven by passive indexes being forced to buy shares now that PATH is being added to the S&P MidCap [---] (effective Jan 2nd). Trade: Long Jan 2nd $18 calls" [X Link](https://x.com/Phathom_/status/2004577826767565143) 2025-12-26T15:39Z [---] followers, [---] engagements "There was massive $PATH volume on Christmas Eve. It looks like there may have been some large dark pool purchases as well as hedge funds front-run PATH being added to the S&P MidCap [---] (effective Jan 2nd). My guess is we get a run to a new 52-week high by end of next week" [X Link](https://x.com/Phathom_/status/2004580658094424449) 2025-12-26T15:50Z [---] followers, [---] engagements "Anyone else think we could get a nice run in $PATH this week leading up to their inclusion in the S&P MidCap [---] on Friday Jan 2nd" [X Link](https://x.com/Phathom_/status/2005371944821231791) 2025-12-28T20:15Z [---] followers, [---] engagements "After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already started to front-run it as evident by larger than usualy volume - on Christmas Eve the volume was 30% higher than the average and that was on a HALF trading day. Hedge funds front-run the buying before the passive funds are forced to buy the shares leading to a quick profit. Passive funds (think mutual funds and ETFs) that track the S&P MidCap [---] will be forced to re-balance their positions by buying PATH no" [X Link](https://x.com/Phathom_/status/2005378484403884047) 2025-12-28T20:41Z [---] followers, [---] engagements "$PATH is starting get noticed. [----] will be a big year. I look forward to checking back on these polls a year from now 😅 Which AI software stock will outperform in [----] I look forward to checking back on these polls a year from now 😅 Which AI software stock will outperform in 2026" [X Link](https://x.com/Phathom_/status/2005432661503086932) 2025-12-29T00:16Z [---] followers, [---] engagements "@JM_Investment0 $PATH ftw" [X Link](https://x.com/Phathom_/status/2005433115733545080) 2025-12-29T00:18Z [---] followers, [---] engagements "@midascabal $PATH. Has the least downside risk. And a weaker macro environment such as higher unemployment actually helps their narrative" [X Link](https://x.com/Phathom_/status/2005614095333298258) 2025-12-29T12:17Z [---] followers, [---] engagements "$PATH is building a technological moat by having a highly auditable agentic orchestration platform that combines Agents + RPA + Humans. They already have over 10K enterprise customers that they will roll this out to. On top of that they have a very strong GTM strategy via partnerships with Deloitte and SAP. Daniel Dines was the first to dominate RPA and many are betting he'll be one of the first to dominate agentic orchestration as well. https://twitter.com/i/web/status/2005629446967959803 https://twitter.com/i/web/status/2005629446967959803" [X Link](https://x.com/Phathom_/status/2005629446967959803) 2025-12-29T13:18Z [---] followers, [---] engagements "My gut says $PATH will end this week at a new 52-week high" [X Link](https://x.com/PhathomResearch/status/2005650700995580100) 2025-12-29T14:42Z [---] followers, [---] engagements "$PATH thesis in a nutshell. - Genius technical founder/CEO who has already dominated the RPA market (legacy UiPath business) and is now going after the agentic orchestration market. - New Maestro orchestration platform leverages RPA dominance coupled with industry-leading agentic automation. -Why now Agentic automation is a massive paradigm shift that is just now starting to enter the workforce. This provides a great entry point into $PATH with years of runway. - Growing legacy business (16% YoY growth in 3Q) without very little of that coming from their new Maestro platform (meaning much" [X Link](https://x.com/PhathomResearch/status/2005659427123212730) 2025-12-29T15:17Z [---] followers, [----] engagements "@MarkFromPublic Agentic Workflow Orchestration. $PATH" [X Link](https://x.com/Phathom_/status/2005661681503076627) 2025-12-29T15:26Z [---] followers, [---] engagements "@nanalyzetweets They are still sitting on $1.5B of cash with zero debt. I'm all for the R&D spend. Their Maestro platform is where this has been going primarily for the past [--] months. They are in a great position entering 2026" [X Link](https://x.com/Phathom_/status/2005665234456051893) 2025-12-29T15:40Z [---] followers, [--] engagements "Could we see $PATH at $20 by end of week" [X Link](https://x.com/PhathomResearch/status/2005687906736955837) 2025-12-29T17:10Z [---] followers, [---] engagements "$PATH is being added to the S&P MidCap [---] on Friday January 2nd. This news was announced last week and some retail and hedge funds are front-running it (buying ahead of the index inclusion). On Dec 31st I expect heavy buying from the passive funds that will be forced to hold PATH since its now included in the index. https://twitter.com/i/web/status/2005689702293098896 https://twitter.com/i/web/status/2005689702293098896" [X Link](https://x.com/Phathom_/status/2005689702293098896) 2025-12-29T17:17Z [---] followers, [---] engagements "@nanalyzetweets NRR decline has stabilized. That's step [--]. Growth is next. It's clear to me that they will be one of the big winners in the agentic automation space. If you wait for NRR growth you miss the gift of an entry point that is $PATH below $20. The cat will be out of the bag soon" [X Link](https://x.com/Phathom_/status/2005692476175310919) 2025-12-29T17:28Z [---] followers, [---] engagements "@nanalyzetweets Of course I'm talking about $PATH. Your chart is misleading as it doesn't show the most recent [--] quarters. They are currently in fiscal year [----]. The past [--] quarters (Q1-Q3 2026) they have had NRR of 108% 108% and 107% respectively. So yes I would say it has stabilized" [X Link](https://x.com/Phathom_/status/2005697412514627708) 2025-12-29T17:48Z [---] followers, [---] engagements "@nanalyzetweets Since you conveniently left out the most recent [--] quarters - here's an updated chart for you. As I said feel free to wait for the NRR to start increasing again - but by then you will be missing the boat" [X Link](https://x.com/Phathom_/status/2005703434314604719) 2025-12-29T18:12Z [---] followers, [--] engagements "This is the chart that current $PATH bulls are excited about. And it's the same chart that $PATH bears are not yet paying attention to. Has NRR started to increase yet - no. But does it clearly show the sign of a bottom - yes. If you wait for NRR to start increasing you will have missed the boat on sub-$20 prices. https://twitter.com/i/web/status/2005704056757453015 https://twitter.com/i/web/status/2005704056757453015" [X Link](https://x.com/Phathom_/status/2005704056757453015) 2025-12-29T18:14Z [---] followers, [---] engagements "$PATH closing flat for the day with a lot of volume trading hands. 25% higher than an average day while the overall market had light volume today. This means a new floor is being set for $PATH and the stock getting ready to take off. 🚀 I still think we could see a new 52-week high by end of week. #Bullish https://twitter.com/i/web/status/2005747142460068215 https://twitter.com/i/web/status/2005747142460068215" [X Link](https://x.com/PhathomResearch/status/2005747142460068215) 2025-12-29T21:05Z [---] followers, [----] engagements "@BourbonCap $PATH and $RKLB 🚀" [X Link](https://x.com/Phathom_/status/2005752368856719772) 2025-12-29T21:26Z [---] followers, [---] engagements "This narrative is totally outdated. $PATH Q3 [----] ARR was up 11% YoY while the Q3 [----] Revenue was up 16% YoY. The exact opposite as the nuance described here. This is a perfect example of investors assuming that $PATH of today is the same as the $PATH of last year.either update your research or don't be suprised when you miss the boat. This person is not alone - most of the market is still asleep.which is why the stock is so cheap. While it's recently become popular with the fintwit lot we've been covering Uipath $PATH for nearly six years and have observed poor execution. Let's hope this is" [X Link](https://x.com/Phathom_/status/2005771800253456467) 2025-12-29T22:43Z [---] followers, [---] engagements "@BourbonCap $PATH. Agentic Workflow Automation narrative will be big in 2026" [X Link](https://x.com/Phathom_/status/2005786018298093783) 2025-12-29T23:40Z [---] followers, [----] engagements "$PATH is will be the leader. The points in this post are outdated. NRR is no longer "plummeting". It has been flat for [--] quarters in a row and is at a clear inflection point. Also Q3 revenue and ARR were both in the double digits with YoY revenue growth outpacing ARR growth at 16% and 11% respectively. https://twitter.com/i/web/status/2005802676991209922 https://twitter.com/i/web/status/2005802676991209922" [X Link](https://x.com/Phathom_/status/2005802676991209922) 2025-12-30T00:46Z [---] followers, [---] engagements "@Ashton_1nvests $PATH. [--] words. Agentic Workflow Orchestration" [X Link](https://x.com/PhathomResearch/status/2005805510784696712) 2025-12-30T00:57Z [---] followers, [---] engagements "You're kidding me right This reply and your two $PATH bear posts today can't literally just be quoting snippets from your own article from [--] months ago Why aren't you looking at their most recent quarters You claim you've been following this company for the past [--] years - if that's true and you still don't see the obvious inflection point the company is at that's concerning. You stated their NRR is plummeting yet it has been flat for the past [--] quarters - and this is without meaningful revenue contribution from their new Maestro platform. They had double digit Y-Y revenue growth in Q3 - not" [X Link](https://x.com/PhathomResearch/status/2005811600582926609) 2025-12-30T01:22Z [---] followers, [---] engagements "@nanalyzetweets I've been very clear what facts I disagree with.for starters your points are all [--] months old and no longer relevant. Anyway since you're a professional who follows $PATH I guess have fun watching the obvious thesis play out" [X Link](https://x.com/Phathom_/status/2005815265024438647) 2025-12-30T01:36Z [---] followers, [---] engagements "$PATH was flat today on above average volume. The stock is being added to the S&P MidCap [---] index effective Friday. Hedge fund are front running this add which is why volume is up. I expect buying to continue and the stock to be higher by end of week when its officially added to the index. https://twitter.com/i/web/status/2005842315953222044 https://twitter.com/i/web/status/2005842315953222044" [X Link](https://x.com/Phathom_/status/2005842315953222044) 2025-12-30T03:24Z [---] followers, [---] engagements "Over time it's good for PATH's liquidity because there will be many passive funds (think mutual funds and ETFs that track this index) that will always need to buy and hold PATH shares. It should also put it on more institutions' radars if they are paying attention to new additions to the index. In the short-term it's something to be excited about because there should be lots of initial buying of PATH by these passive funds as they calibrate their holdings to align with the index which will now include PATH. https://twitter.com/i/web/status/2005899293849260409" [X Link](https://x.com/Phathom_/status/2005899293849260409) 2025-12-30T07:10Z [---] followers, [--] engagements "$PATH is poised to breakout to a new 52-week high this week 🚀 Lots of volume has traded hands as hedge funds have front run $PATH's inclusion in the S&P MidCap [---] effective this Friday. The passive funds will be buying $PATH heavy tomorrow" [X Link](https://x.com/Phathom_/status/2006010542868013383) 2025-12-30T14:32Z [---] followers, [---] engagements "This person is using an outtdated chart. They conveniently exclude the most recent [--] quarters and are pushing an incorrect narrative that $PATH NRR is still plummeting. 👇 I put an updated chart in the comments that clearly shows NRR stabilization and is setting $PATH up for an inflection point that will cause massive upward re-pricing. https://twitter.com/i/web/status/2006036564774682973 https://twitter.com/i/web/status/2006036564774682973" [X Link](https://x.com/PhathomResearch/status/2006036564774682973) 2025-12-30T16:16Z [---] followers, [----] engagements "Tomorrow is a big day for $PATH: the last trading day before they're officially listed on the S&P MidCap [---] Index. That means lots of buying by passive funds tomorrow that are forced to re-balance their portfolio to align with the index. HIGH volume and HIGHER bids 🚀" [X Link](https://x.com/Phathom_/status/2006070419426599325) 2025-12-30T18:30Z [---] followers, [---] engagements "Another strong volume day for $PATH. 81% of normal trading volume during the holiday lull when many stocks are barely trading half their usual volume. #bullish Down 1% today the day before the passive funds load up. I think we get a big green candle tomorrow" [X Link](https://x.com/PhathomResearch/status/2006111869619089699) 2025-12-30T21:15Z [---] followers, [---] engagements "Passive funds that track the S&P MidCap [---] will be required to buy $PATH shares toward market close today. Expect MASSIVE volume and bids into the close. Passive funds mandate is to track the index movement which is why they don't front run the news - their goal is to minimize tracking error so they want the shares at the close today so that they own them at the open on Jan 2nd when $PATH is officially included in the index. Hedge funds likely front ran this already and some locked in a quick profit yesterday - which is why we saw some selling pressure yesterday." [X Link](https://x.com/Phathom_/status/2006347896933740943) 2025-12-31T12:53Z [---] followers, [---] engagements "The day has come.passive funds that track the index will be forced to buy MASSIVE amounts of $PATH. Expect volume spikes into the close. After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already started to front-run it as evident by larger than usualy volume - on Christmas Eve the volume After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already" [X Link](https://x.com/Phathom_/status/2006352563361435871) 2025-12-31T13:11Z [---] followers, [---] engagements "Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I will try to compile my findings on the dynamics at play but it seems to me that a good chunk of the higher $PATH volume we saw over the past few days was from institutions buying shares to then sell them to the passive funds via dark pools (private sales not visible to retail) so it wouldn't move the price in the public markets. These dark pool sales may have occurred at the" [X Link](https://x.com/PhathomResearch/status/2006478715148988899) 2025-12-31T21:32Z [---] followers, [----] engagements "@KWANG_YAsuGoten Long-term you can't go wrong with $PATH shares" [X Link](https://x.com/Phathom_/status/2006484269997420635) 2025-12-31T21:55Z [---] followers, [---] engagements "There's the MASSIVE volume from passive funds buying $PATH but without the price action. #darkpools Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I will try to compile my findings on the dynamics at play but Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I" [X Link](https://x.com/Phathom_/status/2006485445774106688) 2025-12-31T21:59Z [---] followers, [---] engagements "@BinhTrans 💯 passive funds holding shares is great for $PATH" [X Link](https://x.com/Phathom_/status/2006501975492604269) 2025-12-31T23:05Z [---] followers, [---] engagements "@unusual_whales $PATH. Agentic Workflow Orchestration is a paradigm shift" [X Link](https://x.com/Phathom_/status/2006818916216222192) 2026-01-01T20:04Z [---] followers, [----] engagements "$PATH is primed for a massive gap up in [----]. Turning points like this combined with topline growth acceleration lead to life-changing stock reratings. $PATH https://t.co/bdzk9TxllH Turning points like this combined with topline growth acceleration lead to life-changing stock reratings. $PATH https://t.co/bdzk9TxllH" [X Link](https://x.com/PhathomResearch/status/2007084960235372779) 2026-01-02T13:41Z [---] followers, [---] engagements "@GrindeOptions $PATH. Agentic Workflow Orchestration will be a major narrative" [X Link](https://x.com/PhathomResearch/status/2007086806211383455) 2026-01-02T13:49Z [---] followers, [---] engagements "Very strong volume again on $PATH today. Holding above the 50-day MA. Should be setting up for another move up. #bullish" [X Link](https://x.com/PhathomResearch/status/2007166545336906034) 2026-01-02T19:06Z [---] followers, [---] engagements "Nope check out my lengthy post I made on Dec [--]. The funds bought at the close on Dec [--]. Volume was 70M shares for the day (triple the average) - however most of it was bought through dark pools from other institutions so unfortunately no price action. Today I think we're getting some people selling the news. That's a great setup though - weaker hands sell tons of shares to long-term holders at these prices. I just bought more today. At the end of the day the fundamentals of the business are most important but tracking volume and price action are a good way to keep pulse on the market. It" [X Link](https://x.com/PhathomResearch/status/2007174824192352654) 2026-01-02T19:39Z [---] followers, [--] engagements "So I did some more digging into the recent volume activity surrounding $PATH being added to the S&P MidCap [---] Index. Thread👇" [X Link](https://x.com/PhathomResearch/status/2007454120521748590) 2026-01-03T14:08Z [---] followers, [----] engagements "🧵(1/4) First off for some quick background info: On December 23rd after market close it was announced that @UiPath was being added to the S&P MidCap [---] Index effective Jan 2nd [----]. This meant that passive funds needed to acquire the necessary shares of $PATH at the end of the Dec [--] trading day (last trading day before the index inclusion). This caused an initial increase in buying volume on Dec 24th and Dec 26th - much of which was from institutions buying shares to then sell the shares to passive funds on December [--] [----]. https://twitter.com/i/web/status/2007454122874728933" [X Link](https://x.com/PhathomResearch/status/2007454122874728933) 2026-01-03T14:08Z [---] followers, [---] engagements "🧵(2/4) As seen below there was abnormally high volume on Dec 24th and Dec 29th as institutions loaded up shares. Christmas Eve saw 34.6M shares traded and this was during a HALF trading session due to the holiday" [X Link](https://x.com/PhathomResearch/status/2007454124527218921) 2026-01-03T14:08Z [---] followers, [---] engagements "🧵(3/4) On New Year's Eve right after the closing bell over 34M shares of $PATH were sold to passive funds via dark pools. This allowed passive funds to buy the shares they needed at market value without having to bid up the price - standard practice across institutions buying this type of volume. https://twitter.com/i/web/status/2007454126645317854 https://twitter.com/i/web/status/2007454126645317854" [X Link](https://x.com/PhathomResearch/status/2007454126645317854) 2026-01-03T14:08Z [---] followers, [---] engagements "🧵(4/4) Key Takeaways: - The accumulation of shares for the passive funds happened over the course of a few days during the holidays as other institutions accumulated the shares for them - There is limited price action at the moment the passive funds bought all of the shares at market close on Dec [--] because the transaction was done via dark pools (private exchanges) - A larger portion of $PATH's float is now sitting in passive funds' portfolios - this should be beneficial to the share price over time as there is now a smaller supply of actively traded shares - Jan 2nd (the day of index" [X Link](https://x.com/PhathomResearch/status/2007454129019302215) 2026-01-03T14:08Z [---] followers, [---] engagements "$PATH doesn't rely on RPA. Efficient agentic orchestration does. If PATH thought the most efficient way to build orchestration was to scrap RPA and go full agentic they would. The truth is RPA + Agentic + Humans = Safe Efficient Auditable Enterprise-grade Workflow Orchestration. The question you should be asking is do you want to rely on companies that haven't already dominated RPA first - since the combination of robots and agents will be so critical $PATH is extremely well positioned considering they already dominate RPA. The natural progression is to have agents call RPA processes instead" [X Link](https://x.com/PhathomResearch/status/2007504776842375346) 2026-01-03T17:30Z [---] followers, [---] engagements "That's because automating enterprise processes is scary if not done right. You need proper controls auditability humans-in-the-loop RPA and agents integration. This is both a reason to be somewhat cautious about how quickly revenue will ramp but also a reason to be bullish about how sticky these $PATH's customers will be. Since launching Maestro on April [--] [----] they have been doing many POCs to get their companies to make the leap to agentic automation. It's the paradigm shift happening right before our eyes. $PATH isn't late - they're in the curl of the wave at the perfect time." [X Link](https://x.com/PhathomResearch/status/2007513168843575722) 2026-01-03T18:03Z [---] followers, [--] engagements "True I definitely expect competition to heat up over time but the fact that Google still can't figure out it shows we're still very early. While Google and Claude will inevitably build some level of orchestration into their native platforms $PATH has already gone to market with Maestro and will see revenue growth in the coming fiscal year. That's what I'm banking on from an investment perspective. Said differently if $PATH were trading at high multiples and success was already heavily priced in I would be more concerned. But they're priced so cheap that when the inflection point becomes clear" [X Link](https://x.com/PhathomResearch/status/2007527123825639903) 2026-01-03T18:58Z [---] followers, [---] engagements "It's a good thing $PATH's new platform doesn't require RPA to operate then. Maestro allows users to build as many agents and API integrations as they want (not RPA). In the meantime RPA is still very much needed to satisfy the needs of businesses with legacy technology so Maestro handles that too. https://twitter.com/i/web/status/2007537688853860552 https://twitter.com/i/web/status/2007537688853860552" [X Link](https://x.com/PhathomResearch/status/2007537688853860552) 2026-01-03T19:40Z [---] followers, [---] engagements "@AviAgrawaal @bjmtweets Maybe - but even if so eventually is the key word. $PATH has market share to gain in the meantime" [X Link](https://x.com/PhathomResearch/status/2007556348352049547) 2026-01-03T20:55Z [---] followers, [--] engagements "There seems to be a misconception floating around that $PATH's new Maestro platform requires customers to use RPA. This is not true. PATH has built a hybrid platform that allows the use of agents robots and human-in-the-loop. Data entry and extraction can be done via either APIs or RPA. If a company's data sytems allows for it workflows can be built that do not leverage any RPA. But the fact of the matter is that many companies today are still reliant on legacy technology where these types of dataflows are not possible throughout the entirety of a workflow - this where RPA fills a necessary" [X Link](https://x.com/PhathomResearch/status/2007576861606281305) 2026-01-03T22:16Z [---] followers, [----] engagements "Thanks. It's from my own research. I was very close to launching an automation business built using UiPath so I did a massive deep dive. I ended up not doing the business (because I decided I did not want to make the leap into building a start-up) but after all the research I did my conviction in $PATH grew even more. Ironically the money I was going to put toward the start-up I just used to buy more PATH shares. https://twitter.com/i/web/status/2007815875261276287 https://twitter.com/i/web/status/2007815875261276287" [X Link](https://x.com/PhathomResearch/status/2007815875261276287) 2026-01-04T14:06Z [---] followers, [---] engagements "@palamut28992 @jakebrowatzke There's 2100+ people in the $PATH community on X and rapidly growing" [X Link](https://x.com/PhathomResearch/status/2007952549391880450) 2026-01-04T23:09Z [---] followers, [---] engagements "New Year. New Phathom. Will be stepping up my game this year. High quality content for retail investors. New threads weekly. Next post drops soon. I'll give you a hint: the real moat $PATH is building is not even being talked about yet" [X Link](https://x.com/PhathomResearch/status/2008360979545895301) 2026-01-06T02:12Z [---] followers, [---] engagements "$PATH is building a new moat that very few people are talking about it. Access to third-party application data + Data Fabric + Enterprise Knowledge Graph = Contextual Enterprise Intelligence Moat Thread below👇" [X Link](https://x.com/PhathomResearch/status/2008726994645823784) 2026-01-07T02:26Z [---] followers, [----] engagements "$PATH has clear ambitions to be the largest agnostic agentic enterprise automation solution in the world. The key word here is #agnostic. UiPath will connect with virtually any agent in an enterprise regardless of whether that agent is native to UiPath or developed by a third party. Watch below as Graham Sheldon UiPath's Chief Product Officer explains some of the partnerships that UiPath announced in [----] to ensure they stay connected with the most popular third-party agents. https://twitter.com/i/web/status/2008726996713406851 https://twitter.com/i/web/status/2008726996713406851" [X Link](https://x.com/PhathomResearch/status/2008726996713406851) 2026-01-07T02:26Z [---] followers, [----] engagements "With all of these connections to third-party agents how is $PATH going to manage all of the data from third parties This is where UiPath's #DataFabric comes in. Announced in [----] this is the answer to how Maestro is able to seamlessly access an enterprise's data - including those from third party applications and agents . As this UiPath developer explains below Data Fabric is runtime real-time which means the data is immediately accessible when needed during execution. https://twitter.com/i/web/status/2008726998793757075 https://twitter.com/i/web/status/2008726998793757075" [X Link](https://x.com/PhathomResearch/status/2008726998793757075) 2026-01-07T02:26Z [---] followers, [---] engagements "With seamless access to an enterprise's data how will $PATH make the most of this unique position to empower agents to be contextually grounded in tons of data sourced from many different applications This is where #EnterpriseKnowledgeGraph comes in. Knowledge Graph sits on top of Data Fabric to add a contextual layer that makes agents exponentially more aware of its enterprise's data. Announced at UiPath's #Fusion2025 conference in Las Vegas this is one of the flagship products of #UiPathLabs. Watch below as this Senior Developer at UiPath gives a brief explanation." [X Link](https://x.com/PhathomResearch/status/2008727105232605399) 2026-01-07T02:27Z [---] followers, [---] engagements "Key Takeaways: - $PATH is very aware of its unique position as an agnostic agentic workflow provider that is at the top orchestration layer of an enterprise - in order to capitalize on this position UiPath understands that it needs to be the nervous system that makes all agents in an enterprise more contextually intelligent - UiPath launched Data Fabric in [----] as a way to seamlessly access third-party application data in runtime real-time - meaning there is no stale data as live data is always pulled at the moment it's needed - While today's agentic workflows are in their early stages the" [X Link](https://x.com/PhathomResearch/status/2008727107715670489) 2026-01-07T02:27Z [---] followers, [---] engagements "@ChartWaveTrade 100%. I also think PATH volume finally normalized after the buying/selling from the S&P MidCap [---] inclusion. Now it's off to the races. I just dropped a thread about a new moat for $PATH that no one is talking about. Let me know your thoughts" [X Link](https://x.com/PhathomResearch/status/2008749013005463584) 2026-01-07T03:54Z [---] followers, [---] engagements "@dogehippie It is definitely undervalued. I just posted a thread on $PATH's moat that no one is talking about yet" [X Link](https://x.com/PhathomResearch/status/2008751215212196289) 2026-01-07T04:03Z [---] followers, [---] engagements "@jrouldz Well done. [----] is the year the market wakes up to $PATH" [X Link](https://x.com/PhathomResearch/status/2008757973556801660) 2026-01-07T04:29Z [---] followers, [---] engagements "@alexisinv08 Glad you found this insightful. I am very intrigued by $PATH and am covering them now. I plan to share more research each week" [X Link](https://x.com/PhathomResearch/status/2008760900740878461) 2026-01-07T04:41Z [---] followers, [---] engagements "@alexisinv08 @ChartWaveTrade Much appreciated. $PATH is very underappreciated and misunderstood right now. Glad you found it helpful" [X Link](https://x.com/PhathomResearch/status/2008761281612783714) 2026-01-07T04:43Z [---] followers, [---] engagements "@AviAgrawaal That would be great. The market needs to understand the big ambitions of $PATH" [X Link](https://x.com/PhathomResearch/status/2008766746295943589) 2026-01-07T05:04Z [---] followers, [---] engagements "@realroseceline @wealthmatica $PATH is a very misunderstood company. If interested I just dropped a thread that highlights a new moat few people are talking about yet" [X Link](https://x.com/PhathomResearch/status/2008810688383512796) 2026-01-07T07:59Z [---] followers, [--] engagements "@_j__f There are definitely some similarities between $PATH and $PLTR. As the market starts to understand the bigger picture UiPath I expect their valuation multiple to expand" [X Link](https://x.com/PhathomResearch/status/2008889023440548196) 2026-01-07T13:10Z [---] followers, [---] engagements "New $PATH thread dropping this weekend. Hint: investors aren't the only ones taking advantage of the market's overselling of PATH over the years" [X Link](https://x.com/PhathomResearch/status/2009643318687461590) 2026-01-09T15:07Z [---] followers, [----] engagements "@BinhTrans I also think $PATH will beat their revenue guidance - by how much is still TBD. They have a track record of underpromising and overdelivering" [X Link](https://x.com/PhathomResearch/status/2009722273083658623) 2026-01-09T20:21Z [---] followers, [---] engagements "I think $RKLB controls their own destiny more than most space companies. MSR would have been huge but once Neutron goes live it opens up their ability to build and launch their own constellation. Not sure what service they will decide to get into but space services with vertical integration is a huge TAM that most companies will never have the opportunity to unlock. Not to mention their growing market share in defense contracts. https://twitter.com/i/web/status/2009796293070131400 https://twitter.com/i/web/status/2009796293070131400" [X Link](https://x.com/PhathomResearch/status/2009796293070131400) 2026-01-10T01:15Z [---] followers, [--] engagements "@UnrivaledInvest Great video. You mentioned that $PATH could eventually try to be more of an intelligence provider - not just automation. I think this is their longer-term plan. If you haven't heard about their Data Fabric & Enterprise Knowledge Graph I recently posted a thread about it" [X Link](https://x.com/PhathomResearch/status/2009831966636413107) 2026-01-10T03:37Z [---] followers, [---] engagements "$PATH was fortunate enough to go public in [----] when tech stocks commanded very high multiples. Since then the stock has been beaten up but the company has taken advantage of that with large share buybacks. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2010168279038603549) 2026-01-11T01:53Z [---] followers, [--] engagements "Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. During this time tech stocks were in a state of euphoria during the market rally off of COVID lows (seen in chart below)" [X Link](https://x.com/PhathomResearch/status/2010168281257390528) 2026-01-11T01:54Z [---] followers, [--] engagements "In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share" [X Link](https://x.com/PhathomResearch/status/2010168283358736538) 2026-01-11T01:54Z [---] followers, [--] engagements "Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive number since going public; however the market wasn't too impressed as the stock barely budged. At this point the stock simply stopped going down but it was still sitting near all-time lows. This is the point that PATH" [X Link](https://x.com/PhathomResearch/status/2010168285459828971) 2026-01-11T01:54Z [---] followers, [--] engagements "For anyone concerned about Daniel Dines selling portions of his shares the more impactful story is the large amount of shares that $PATH has bought back over the last [--] months. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2010174798455025898) 2026-01-11T02:19Z [---] followers, [--] engagements "Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. During this time tech stocks were in a state of euphoria during the market rally off of COVID lows (seen in chart below)" [X Link](https://x.com/PhathomResearch/status/2010174800375980434) 2026-01-11T02:19Z [---] followers, [--] engagements "In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share" [X Link](https://x.com/PhathomResearch/status/2010174803010040026) 2026-01-11T02:19Z [---] followers, [--] engagements "Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive number since going public; however the market wasn't too impressed as the stock barely budged. At this point the stock simply stopped going down but it was still sitting near all-time lows. This is the point that PATH" [X Link](https://x.com/PhathomResearch/status/2010174805643850049) 2026-01-11T02:19Z [---] followers, [--] engagements "In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share" [X Link](https://x.com/PhathomResearch/status/2010375634741043534) 2026-01-11T15:37Z [---] followers, [--] engagements "Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive quarter since going public. Despite the inflection point in free cash flow the stock price remained near all-time lows. After a couple more quarters of continued free cash flow generation PATH put a plan in place to" [X Link](https://x.com/PhathomResearch/status/2010375637068812780) 2026-01-11T15:37Z [---] followers, [--] engagements "The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2010379710837174310) 2026-01-11T15:54Z [---] followers, 10.1K engagements "Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. At this time the tech stock market was in a state of euphoria after rallying 98% off of COVID lows" [X Link](https://x.com/PhathomResearch/status/2010379713521365030) 2026-01-11T15:54Z [---] followers, [---] engagements "In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share" [X Link](https://x.com/PhathomResearch/status/2010379716193317152) 2026-01-11T15:54Z [---] followers, [---] engagements "Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive quarter since going public. After a couple more consecutive quarters of positive free cash flow PATH put a plan in place to start aggressively buying back shares. https://twitter.com/i/web/status/2010379719074607251" [X Link](https://x.com/PhathomResearch/status/2010379719074607251) 2026-01-11T15:54Z [---] followers, [---] engagements "In September [----] in the midst of their first year of positive free cash flow the board of $PATH approved up to a $500M stock buyback program. A year later the board approved a second $500M stock buyback program. The numbers are astonishing PATH was able to buyback almost 3x the amount of shares they sold in [----] (during their series F and IPO) but at a 79% discount. https://twitter.com/i/web/status/2010379721947697426 https://twitter.com/i/web/status/2010379721947697426" [X Link](https://x.com/PhathomResearch/status/2010379721947697426) 2026-01-11T15:54Z [---] followers, [---] engagements "Thanks to $PATH's strong free cash flow they were able to buyback $800 million worth of shares without borrowing a penny. They still maintain a cash balance of well over a billion dollars with zero debt. And while many speculative tech stocks are going through significant dilution driven by share-based compensation the PATH share count has actually decreased 6% over the past [--] quarters. https://twitter.com/i/web/status/2010379724237713839 https://twitter.com/i/web/status/2010379724237713839" [X Link](https://x.com/PhathomResearch/status/2010379724237713839) 2026-01-11T15:54Z [---] followers, [---] engagements "Key Takeaways: - $PATH went public at the perfect time when market valuations were high allowing the company to raise substantial funds to invest in the business - After the IPO PATH's share price became distressed for a number of factors; however once the company began generating positive free cash flow they started aggressively buying back shares - Share buybacks are a big signal by company leadership and the board that they have confidence in the long-term prospects of the company - said differently the stock was so cheap that PATH viewed buying back shares as one of the best possible uses" [X Link](https://x.com/PhathomResearch/status/2010379726926282791) 2026-01-11T15:54Z [---] followers, [---] engagements "@commonsenseplay Founders selling a portion of their shares over time isn't unusual. The bigger story is the massive amount of share buybacks $PATH has been doing. I just dropped a thread on this" [X Link](https://x.com/PhathomResearch/status/2010397805068865842) 2026-01-11T17:06Z [---] followers, [--] engagements "@neo8634 @Venu_7_ Founders selling portions of their shares over time is not unusual. The massive share buybacks that $PATH has been doing is a bigger deal in my opinion. Just dropped a thread on this" [X Link](https://x.com/PhathomResearch/status/2010398275313221825) 2026-01-11T17:07Z [---] followers, [--] engagements "New $PATH thread dropped today. This one focuses on the massive buybacks the company has been doing. Let me know if you have questions or comments" [X Link](https://x.com/PhathomResearch/status/2010438352273842255) 2026-01-11T19:47Z [---] followers, [---] engagements "The $PATH buybacks no one is talking about 👇 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price." [X Link](https://x.com/PhathomResearch/status/2010758779261137284) 2026-01-12T17:00Z [---] followers, [----] engagements "@MitchMartan98 Yes too low but moving in the right direction (up from $16). Sell side analysts are generally slower to raise PTs on a turnaround because they don't want to risk being wrong on the timing. Wall Street is still pretty clueless on $PATH" [X Link](https://x.com/PhathomResearch/status/2010761195889050085) 2026-01-12T17:10Z [---] followers, [---] engagements "@MitchMartan98 I think today's selloff may be more macro driven as the market decides whether or not to sell off high-beta riskier stocks. The good thing about investing based on fundamentals is that the short-term market noise doesn't change the thesis" [X Link](https://x.com/PhathomResearch/status/2011122426218791103) 2026-01-13T17:05Z [---] followers, [---] engagements "If you liked $PATH yesterday based on fundamentals you should like it more today being 10% cheaper" [X Link](https://x.com/PhathomResearch/status/2011137618617254200) 2026-01-13T18:05Z [---] followers, [----] engagements "@AverageDude37 Agentic adoption is unfolding as we speak. If you wait for the pop in guidance from Maestro contribution you miss a big portion of the initial re-pricing of the stock. The base case is the market simply realizing RPA isn't "dead"" [X Link](https://x.com/PhathomResearch/status/2011154105562251553) 2026-01-13T19:11Z [---] followers, [--] engagements "@BarkInvesting The bigger focus should be the amount of shares $PATH has been buying back. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management" [X Link](https://x.com/PhathomResearch/status/2011225413985640618) 2026-01-13T23:54Z [---] followers, [---] engagements "@chamy5 If you want to talk about scale check out all the shares $PATH has been buying back. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH" [X Link](https://x.com/PhathomResearch/status/2011225674883957183) 2026-01-13T23:55Z [---] followers, [---] engagements "@weary_centurion Well said. A lot of the FUD seems to come from AI-generated articles that just scrape SEC filings for insider sales. $PATH has also been doing massive share buybacks. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling'" [X Link](https://x.com/PhathomResearch/status/2011417191489663321) 2026-01-14T12:36Z [---] followers, [---] engagements "As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation assistant that provides no-code automation solutions to help perform everyday work tasks. As a $PATH investor below are my two cents: - We are entering the early days of product differentiation in the agentic workflow automation space. The announcement of Claude Cowork represents the first signs of a bottoms up vs." [X Link](https://x.com/PhathomResearch/status/2011663975126024193) 2026-01-15T04:57Z [---] followers, [----] engagements "@xmanreturn I imagine it's just a matter of time before $PATH announces Claude Cowork integration with Maestro. https://x.com/i/status/2011663975126024193 As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation https://x.com/i/status/2011663975126024193 As investors we must pay attention to changing external factors that may impact our investment theses. These factors include" [X Link](https://x.com/PhathomResearch/status/2011690620470108336) 2026-01-15T06:43Z [---] followers, [---] engagements "Based on $PATH's existing partnership with Anthropic I wouldn't be surprised to hear about Cowork integration in the near future. As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago" [X Link](https://x.com/PhathomResearch/status/2011812320679223575) 2026-01-15T14:46Z [---] followers, [----] engagements "When market sentiment shifts against one of your long-term high-conviction plays you have to ask: Is the drop warranted Or does the market have it wrong I've been digging into this with $PATH. New thread dropping this weekend" [X Link](https://x.com/PhathomResearch/status/2012336735296868814) 2026-01-17T01:30Z [---] followers, [----] engagements "BREAKING: Failure occurred in Neutron's stage [--] tank during pressure testing. $RKLB to provide further details during next earnings call. Phathom Research take: it's not surprising to see tests fail during rocket development. The risk to watch is if this meaningfully impacts Neutron's timeline to launch. Update on Neutron Stage [--] qualification testing. https://t.co/zBEUlXHHWf Update on Neutron Stage [--] qualification testing. https://t.co/zBEUlXHHWf" [X Link](https://x.com/PhathomResearch/status/2014137254046785886) 2026-01-22T00:45Z [---] followers, [---] engagements "Happy to see @UiPath getting the message out about how Maestro can be configured to automate specific workflows like procure-to-pay. More of this please @matalla $PATH Bring smarter workflows to life. 🧠🔀 Watch how #AgenticAutomation transforms the procure-to-pay process: https://t.co/rvRG8gErDL https://t.co/ep49ulZEui Bring smarter workflows to life. 🧠🔀 Watch how #AgenticAutomation transforms the procure-to-pay process: https://t.co/rvRG8gErDL https://t.co/ep49ulZEui" [X Link](https://x.com/PhathomResearch/status/2014151295796433091) 2026-01-22T01:41Z [---] followers, [----] engagements "$RKLB closed green. And $PATH back above $15. Not a bad day" [X Link](https://x.com/PhathomResearch/status/2014452462564839592) 2026-01-22T21:37Z [---] followers, [---] engagements "The market just loudly said "SPB we trust you." $RKLB closed green the day after they dropped a press release announcing a Neutron Stage [--] test failure" [X Link](https://x.com/PhathomResearch/status/2014453833833873469) 2026-01-22T21:43Z [---] followers, [---] engagements "@daveginvesting Huge show of faith by the market. Faith in SPB and the $RKLB team" [X Link](https://x.com/PhathomResearch/status/2014462661157617775) 2026-01-22T22:18Z [---] followers, [---] engagements "@jarad1821 @LiebermanAustin 100%. Finding alpha often means being early. You have to battle through the noise and naysayers. A strong initial thesis is often the difference maker" [X Link](https://x.com/PhathomResearch/status/2015199304479113261) 2026-01-24T23:05Z [---] followers, [--] engagements "One way to find alpha is to connect the dots before the market does. Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below👇" [X Link](https://x.com/PhathomResearch/status/2015550700613234947) 2026-01-25T22:21Z [---] followers, [--] engagements "Finding alpha is about connecting the dots before the broader market. Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2015557409821847694) 2026-01-25T22:48Z [---] followers, [--] engagements "Let the 🦛 eat. $RKLB Neutron's Hungry Hippo captive fairing has arrived at Launch Complex [--] in Virginia ready to go through checkouts and pre-launch testing. https://t.co/8yL26o5DU0 Neutron's Hungry Hippo captive fairing has arrived at Launch Complex [--] in Virginia ready to go through checkouts and pre-launch testing. https://t.co/8yL26o5DU0" [X Link](https://x.com/PhathomResearch/status/2015913544835821970) 2026-01-26T22:23Z [---] followers, [---] engagements "Good question. Too early to know for sure but here's my two cents. As outcome-based or consumption-based pricing becomes a substantial part of $PATH's business it will probably make quarterly PATH revenue a little less predictable. The good news for PATH is that it also allows for more upside if their customers start flowing more volume through PATH workflows. Said differently there will now be another way to increase revenue outside of simply raising prices or selling more subscriptions - by customers simply adding new workflows that drives more volume. The downside is that PATH revenue" [X Link](https://x.com/PhathomResearch/status/2015933472150258096) 2026-01-26T23:42Z [---] followers, [---] engagements "$PATH earnings release set for March 11th after the bell. I'm optimistic that a strong quarter/Maestro contributions in FY27 guidance will send the stock back into the $20s with no turning back" [X Link](https://x.com/anyuser/status/2021797692372910366) 2026-02-12T04:05Z [---] followers, [----] engagements "@InvestwithDoc Barclays 23rd Annual Global Technology Conference :: UiPath Inc. (PATH) https://share.google/vKKt5hzGco8u29eNZ https://share.google/vKKt5hzGco8u29eNZ" [X Link](https://x.com/PhathomResearch/status/2001854740662247605) 2025-12-19T03:18Z [---] followers, [--] engagements "I have been saying this for a while - RPA is not dead. The reality for many businesses is that automating interactions with UIs is still a huge pain point that RPA solves. This video about xAI's Macrohard plans below validates that. What does this mean for $PATH They're in the perfect spot. Full article in comments 👇 https://twitter.com/i/web/status/2013396473811963906 https://twitter.com/i/web/status/2013396473811963906" [X Link](https://x.com/PhathomResearch/status/2013396473811963906) 2026-01-19T23:41Z [---] followers, [----] engagements "$PATH is in the perfect spot to capitalize on the growing market of agents. https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2013397616269103212) 2026-01-19T23:46Z [---] followers, [----] engagements "Spot on. $PATH meets customers "where they are" as opposed to forcing them to change their existing stack. UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It can connect to all of them move UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It" [X Link](https://x.com/PhathomResearch/status/2014402574519062924) 2026-01-22T18:19Z [---] followers, [----] engagements "Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2015556566292787590) 2026-01-25T22:45Z [---] followers, [----] engagements ""Giving prompted roles to models and then orchestrating them gives better results than any single frontier model." -Satya Nadella Microsoft CEO at Davos [----]. This validates $PATH's approach to being a leader in agnostic workflow orchestration" [X Link](https://x.com/PhathomResearch/status/2015556567416898042) 2026-01-25T22:45Z [---] followers, [---] engagements ""As a percentage of GDP [--] years from now where will tech be It will be higher. There's a lot of intense competition but it's not as zero-sum as some people make it out to be." -Satya Nadella Microsoft CEO at Davos [----] In other words the rising tide of AI adoption will lift many ships in the space. As an investor looking for alpha I take this as meaning $PATH's revenue multiple should be priced for growth. The market is slow to recognize this but [----] will likely be the year it becomes clear" [X Link](https://x.com/PhathomResearch/status/2015556624249676197) 2026-01-25T22:45Z [---] followers, [---] engagements "Key Takeaways: - During Davos [----] you can draw parallels between Satya Nadella's remarks and the vision that Daniel Dines has laid out for $PATH since mid-2024. - While there are many competing LLMs and agent builders Satya Nadella stated that orchestration of models and agents will be much more powerful than any single LLM. This validates $PATH's foundational shift to being an agnostic agentic workflow orchestrator. - When it comes to competition in the space the overall TAM is expected to grow rapidly meaning this is not a "zero-sum game". As the overall workflow automation pie gets bigger" [X Link](https://x.com/PhathomResearch/status/2015556626002923811) 2026-01-25T22:45Z [---] followers, [---] engagements "Finding alpha is about connecting the dots quicker than the broader market. $PATH Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2015559929285816719) 2026-01-25T22:58Z [---] followers, [----] engagements "@MontanaMatos 100%. Hearing Alex Karp and Satya at Davos and the xAI leak (re: Macrohard) over the past couple weeks - it all points to $PATH being positioned extremely well" [X Link](https://x.com/PhathomResearch/status/2015572616791171282) 2026-01-25T23:48Z [---] followers, [---] engagements "Yep I agree that it will all come back to IRR. And maybe not all flows will be consumption-based but in the financial services industry flows like loan originations most likely will. The sales pitch could be that a lender used to spend "X" on human labor to originate a loan - now that's automated so it should be worth paying UiPath "Y" per application that goes through the workflow. If "Y" is significantly less than "X" and provides a better decisioning process that's the value proposition. So in this case the cost of paying $PATH will become part of the lender's unit cost for decisioning" [X Link](https://x.com/PhathomResearch/status/2016242438852292786) 2026-01-27T20:10Z [---] followers, [--] engagements ""We haven't come across a partner like UiPath" Allegis Group does over $14B in annual revenue. This is just the beginning.👀 $PATH Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0 Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0" [X Link](https://x.com/PhathomResearch/status/2016378812896813384) 2026-01-28T05:12Z [---] followers, [----] engagements "@vander_lane Great point. The market hasn't yet connected the dots on $PATH. This is how you find alpha" [X Link](https://x.com/PhathomResearch/status/2016498189717717136) 2026-01-28T13:06Z [---] followers, [---] engagements "The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. What does this mean The market continues to be weary of software companies that they view as potentially threatened by AI. $NOW revenue growth acceleration is flattening and the market is contracting their price-to-forward sales accordingly. https://twitter.com/i/web/status/2016862169405456604" [X Link](https://x.com/PhathomResearch/status/2016862169405456604) 2026-01-29T13:13Z [---] followers, [----] engagements "$PATH is being dragged down pre-market by $NOW and the continued software sell-off. I expect unimpressive price action for $PATH until their Q4 earnings call in March (barring some sort of other news catalyst). This presents a great time to accumulate shares for long-term investors. The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. The software sell-off continues" [X Link](https://x.com/PhathomResearch/status/2016867487803908161) 2026-01-29T13:34Z [---] followers, [----] engagements "$NOW is leading the SaaS sell-off today. $PATH is still getting lumped in. But PATH's revenue multiple is so cheap I think they have to hit a floor soon (I'm shocked it even made it into the $13s pre-market). I still think we see a major reversal in PATH trajectory after the next earnings call and it gaps up. https://twitter.com/i/web/status/2016870117678669924 https://twitter.com/i/web/status/2016870117678669924" [X Link](https://x.com/PhathomResearch/status/2016870117678669924) 2026-01-29T13:44Z [---] followers, [---] engagements "@juiceboxlines @KrRishabh_ $PATH hit $19.84 after their last earnings report. I could easily see new 52-week highs (i.e. move into the $20s) with no looking back" [X Link](https://x.com/PhathomResearch/status/2016883550100861244) 2026-01-29T14:38Z [---] followers, [---] engagements "@therealandyha Absolutely. Software stocks are a stock picker's market right now. Some selloffs are justified but $PATH has no business being this cheap. Price-to-sales of 4x while revenue growth is accelerating and the overall TAM is growing is wild" [X Link](https://x.com/PhathomResearch/status/2017460299780006303) 2026-01-31T04:49Z [---] followers, [---] engagements "$PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". While it's interesting to see tens of thousands of agents pulling data connecting to APIs and making posts to the platform I view most of the "social" aspect as a marketing gimmick considering these agents are not socially aware. The viral factor is that Moltbook is creating a platform where all of these agents can" [X Link](https://x.com/PhathomResearch/status/2018078194906140996) 2026-02-01T21:45Z [---] followers, [----] engagements "$PATH is the anti #moltbook. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network"" [X Link](https://x.com/PhathomResearch/status/2018129741304283311) 2026-02-02T01:10Z [---] followers, [---] engagements "@jminvesting Yeah I hope CTOs around the world are paying attention to OpenClaw and asking themselves how they can have agentic automation in their enterprise without the security risks.enter $PATH" [X Link](https://x.com/PhathomResearch/status/2018167400533762282) 2026-02-02T03:39Z [---] followers, [---] engagements "@wealthmatica @thatsmyquant_ Absolutely. Patiently waiting for the market to stop sleeping on $PATH. I think their next earnings report in March may be the catalyst we've been waiting for" [X Link](https://x.com/PhathomResearch/status/2018388197768581202) 2026-02-02T18:17Z [---] followers, [---] engagements "An underappreciated aspect of rocket development is infrastructure buildout to scale production. $RKLB is putting on a masterclass. Very excited to see Neutron hit the pad this year and ultimately scale production. Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we employed for Electron now one of the most frequently launched https://t.co/4QAFTvPti2 Introducing a disruptive new launch capability requires more than just building a new" [X Link](https://x.com/PhathomResearch/status/2018815526286619072) 2026-02-03T22:35Z [---] followers, [---] engagements "Technical Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is greatly benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology." [X Link](https://x.com/PhathomResearch/status/2018885900470485235) 2026-02-04T03:14Z [---] followers, [--] engagements "Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology." [X Link](https://x.com/PhathomResearch/status/2018889225735664072) 2026-02-04T03:27Z [---] followers, [----] engagements "This is why $PATH is an easy buy. Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows" [X Link](https://x.com/PhathomResearch/status/2018892111383273762) 2026-02-04T03:39Z [---] followers, [----] engagements "@ASchulz888 100% agree. $PATH is currently my highest conviction investment" [X Link](https://x.com/PhathomResearch/status/2018902505057587282) 2026-02-04T04:20Z [---] followers, [---] engagements "At minimum upselling existing customers makes them a safe buy with upside. But I believe they're setup to be a leader in agentic orchestration too - potential massive multi-bagger with very little downside risk from current levels. We'll know soon if their agentic orchestration is gaining traction. https://x.com/i/status/2018889225735664072 https://x.com/i/status/2018889225735664072" [X Link](https://x.com/PhathomResearch/status/2018905982651306427) 2026-02-04T04:34Z [---] followers, [---] engagements "@amitisinvesting Check out $PATH. Very little downside with lots of upside. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is" [X Link](https://x.com/PhathomResearch/status/2018927018151125115) 2026-02-04T05:58Z [---] followers, [---] engagements "Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. This tells me $12 is likely close to the bottom for $PATH. https://twitter.com/i/web/status/2019128348249632861 https://twitter.com/i/web/status/2019128348249632861" [X Link](https://x.com/PhathomResearch/status/2019128348249632861) 2026-02-04T19:18Z [---] followers, [----] engagements "@petervasquez9 Yeah so $PATH ended with 73% higher volume than an average day. And it's price closed up 1.48%. Could be a signal that we're nearing a bottom. No guarantees but I like the looks of it" [X Link](https://x.com/PhathomResearch/status/2019196051916529790) 2026-02-04T23:47Z [---] followers, [---] engagements "$PATH ended with 73% higher volume than an average day. And its price closed up 1.48%. No guarantees of a bottom but I like the looks of it. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That" [X Link](https://x.com/PhathomResearch/status/2019196935006220653) 2026-02-04T23:50Z [---] followers, [----] engagements "@MarketMatrixs $PATH Wave [--] catalyst will likely be Q4 ER in March.assuming continued revenue growth acceleration and strong guidance for FY 2027" [X Link](https://x.com/PhathomResearch/status/2019201622774079518) 2026-02-05T00:09Z [---] followers, [---] engagements "The market is preparing for the new Fed chair nominee Kevin Warsh. This is a very informative video by @UnrivaledInvest that could help explain some of the multiple compression we're currently seeing in tech. Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp" [X Link](https://x.com/PhathomResearch/status/2019205508490539015) 2026-02-05T00:24Z [---] followers, [---] engagements "@wealthmatica Might want to consider more $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this" [X Link](https://x.com/PhathomResearch/status/2019213662351946208) 2026-02-05T00:57Z [---] followers, [---] engagements "Sorry but I have to keep it real. $DUOL doesn't have a moat. And the elephant in the room.no one learns to speak languages fluently using $DUOL anyway. Not trying to kick the stock while it's down but I honestly don't see the moat or allure. We're quickly entering a world where anyone can vibe code a custom app quickly that's tailored to their specific needs. All of the data $DUOL has won't matter if individuals just use an agent to build themselves a custom learning app. Can someone tell me why I'm wrong https://twitter.com/i/web/status/2019247458157519249" [X Link](https://x.com/PhathomResearch/status/2019247458157519249) 2026-02-05T03:11Z [---] followers, [----] engagements "And to pile on to my $DUOL rant. The only argument I can see for a moat is that their customer data is so deep and vast that they can build the world's leading foundational educational model.this would truly be valuable. But does anyone believe the customer data collected by $DUOL is that valuable for deep learning Maybe I'm missing something but based on the extent of my interaction with $DUOL.the data they collect isn't earth shattering. I would imagine Khan Academy Kaplan and other educational platforms probably have much richer educational data that could be used for deeper foundational" [X Link](https://x.com/PhathomResearch/status/2019266079042744542) 2026-02-05T04:25Z [---] followers, [---] engagements "@KrRishabh_ 💯. This has now become a stock picker's market for software stocks. They're not all built equal. The sell-off is warranted for some and not for others. As you know I am with you on $PATH" [X Link](https://x.com/PhathomResearch/status/2019274948871884829) 2026-02-05T05:00Z [---] followers, [---] engagements "Thanks for the response - I appreciate the dialouge. The reason why I ask what $DUOL's moat is: if they don't have one they're bound to see their user base and/or margins decline over time. On your first point about gamification and dopamine loops. I don't disagree that $DUOL does that well but there are many other gaming apps that have mastered this too. If many others have figured out the nuances of gamification and dopamine loops then it's not a strong moat for $DUOL. What is stopping another mobile gaming company from leveraging their dopamine loop expertise and using AI to quickly" [X Link](https://x.com/PhathomResearch/status/2019400155804393704) 2026-02-05T13:18Z [---] followers, [---] engagements "@hypergrowth102 $PATH is my highest conviction investment. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2019420039292809656) 2026-02-05T14:37Z [---] followers, [----] engagements "@bedroomboogie @hypergrowth102 https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2019420136198046120) 2026-02-05T14:37Z [---] followers, [---] engagements "@bedroomboogie @hypergrowth102 "Nonsense already from the header". What an insightful response you provided. Did you even read the article Your argument of there not being "top AI researchers at $PATH" isn't even one of the points made in the article so I'm assuming you didn't read it. Have a good day" [X Link](https://x.com/PhathomResearch/status/2019422511377903897) 2026-02-05T14:47Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Adddamm AW
AW posts on X about $path, agentic, $paths, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -26%
- [--] Month [-------] +62%
- [--] Months [-------] +24,469%
- [--] Year [-------] +383,486%
Mentions: [--] #
- [--] Month [--] -59%
- [--] Months [---] +3,360%
- [--] Year [---] +8,800%
Followers: [---] #
- [--] Week [---] +6%
- [--] Month [---] +30%
- [--] Months [---] +58%
- [--] Year [---] +13%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance technology brands countries cryptocurrencies currencies celebrities
Social topic influence $path #62, agentic #1554, $paths, in the, ai, strong, $rklb, cash flow, flow, stocks
Top accounts mentioned or mentioned by @cyberprincerwo @jakebrowatzke @uipath @nanalyzetweets @wealthmatica @aschulz888 @hypergrowth102 @valuemaverick @vinceisbullish @wearycenturion @midascabal @bourboncap @ashton1nvests @binhtrans @grindeoptions @aviagrawaal @chartwavetrade @alexisinv08 @unrivaledinvest @mitchmartan98
Top assets mentioned UiPath, Inc. (PATH) Rocket Lab USA, Inc. Common Stock (RKLB) Duolingo, Inc. (DUOL) Microsoft Corp. (MSFT) Now Coin (NOW) Alphabet Inc Class A (GOOGL) Palantir Technologies Inc. (PLTR) Neutron (NTRN) Chainlink (LINK) Avalanche (AVAX)
Top Social Posts
Top posts by engagements in the last [--] hours
"@vinceisbullish I bought some VIX calls as a hedge too. The middle east tensions have me nervous"
X Link 2024-10-05T14:39Z [---] followers, [--] engagements
"@vinceisbullish The fact that this kinda flew under the radar is also a telling sign. Electron launches are just becoming a regular thing now - a great place to be as Neutron test launch keeps getting closer"
X Link 2024-11-25T02:01Z [---] followers, [--] engagements
"This is huge news Neutron maiden flight license issued by the FCC. Issued today and expires on 1/1/26 👀 which means $RKLB is definitely targeting a [----] maiden launch $RKLB 🚀 (#rocketlab) FCC license granted for launch - NEUTRON MAIDEN FLIGHT All operations shall be limited to telemetry tracking and launch vehicle communications for a single Neutron launch vehicle launch from Launch Complex [--] in Wallops Island VA. This https://t.co/LNZvn9fUQz $RKLB 🚀 (#rocketlab) FCC license granted for launch - NEUTRON MAIDEN FLIGHT All operations shall be limited to telemetry tracking and launch"
X Link 2025-07-14T22:24Z [---] followers, [---] engagements
"@cyberprince_rwo @Longshot_Long Same. I'm 80% AVAX 20% LINK. Let's gooo"
X Link 2025-07-21T02:16Z [---] followers, [--] engagements
"@cyberprince_rwo Short-term profit taking from people selling the stablecoin legislation news. Timing short-term moves is not a game I'm interested in. Longer-term trends are much more intuitive and easier to predict. It's clear that the paradigm is shifting toward rapid real-world adoption. Up"
X Link 2025-07-23T15:24Z [---] followers, [---] engagements
"@avax The people want red back"
X Link 2025-07-25T02:15Z [---] followers, [--] engagements
"@drakeondigital Agree. I think it's pretty obvious $PATH stock price will go up when the market sees more adoption of their new agentic AI enterprise workflow management software. The question is not if it's WHEN that turning point will be where the market gets excited about them again"
X Link 2025-07-25T18:37Z [---] followers, [---] engagements
"@sachinvats @UiPath Respectfully disagree. Enterprises are just now beginning to get comfortable with the idea of AI agents being part of their workforce. This a paradigm shift that is just beginning. Bullish on $PATH"
X Link 2025-09-05T02:10Z [---] followers, [---] engagements
"@cyberprince_rwo @chainlink It legitimizes $AVAX concept of allowing enterprises to create their own custom subnets. This is bullish for AVAX as they are already established and have a permissionless architecture"
X Link 2025-09-06T17:19Z [---] followers, [---] engagements
"$PATH is a bet on mass adoption of agentic AI automation by enterprises with a built-in hedge against a weakening labor market"
X Link 2025-09-10T03:25Z [---] followers, [---] engagements
"@cyberprince_rwo Has no competition for now. You really think as crypto explodes no one will try to come for $LINK's lunch"
X Link 2025-09-10T15:53Z [---] followers, [---] engagements
"@cyberprince_rwo I'm bullish on $LINK I just don't buy that their moat is as big as everyone says it is"
X Link 2025-09-10T16:21Z [---] followers, [---] engagements
"$PATH is locked in. Bullish. The turning point in the early days of UiPath was shifting our mindset - instead of building the next big feature that made sense to us as developers we built what our customers needed. This same philosophy is what enables us to help customers surpass the exploratory and POC The turning point in the early days of UiPath was shifting our mindset - instead of building the next big feature that made sense to us as developers we built what our customers needed. This same philosophy is what enables us to help customers surpass the exploratory and POC"
X Link 2025-09-11T18:10Z [---] followers, [---] engagements
"@footyhead32 @danushman The future of enterprise worklow automation is a hybrid of RPA and agentic AI. $PATH already has the lead on RPA marketshare and is migrating their customers toward agentic workflow orchestration that includes both agentic and RPA nodes"
X Link 2025-09-15T16:16Z [---] followers, [--] engagements
"Prediction: stock market will sell-off in Q4 after rate cut euphoria wears off. Remember rate cuts don't happen when the economy is strong. Rising unemployment rate and inflation concerns are not a good combo #stagflation"
X Link 2025-09-16T16:04Z [---] followers, [---] engagements
"@cyberprince_rwo Add UiPath $PATH"
X Link 2025-09-30T16:49Z [---] followers, [---] engagements
"@OGCapital25 @jakebrowatzke Long-term PATH investor here. To address your last point on Mr. Dines. Once you get used to listening to him you realize that all the points he makes are spot on. His delivery is just slower so it gets people less excited. Probably part of the reason why the stock has lagged"
X Link 2025-10-06T11:08Z [---] followers, [--] engagements
"Two spacecraft built by $RKLB are on their way to Mars via the @NASA/ UC Berkley (@ucbssl) ESCAPADE mission Blue and Gold the satellites we built for @NASA and @ucbssl are now more than a million kilometers from Earth 🛰🛰 Follow their journey to Mars on @NASA Eyes. https://t.co/TZGkkiorCC https://t.co/BnOktQDiJ5 Blue and Gold the satellites we built for @NASA and @ucbssl are now more than a million kilometers from Earth 🛰🛰 Follow their journey to Mars on @NASA Eyes. https://t.co/TZGkkiorCC https://t.co/BnOktQDiJ5"
X Link 2025-11-23T20:27Z [---] followers, [---] engagements
"@jakebrowatzke Totally agree. I'm making a big bet now like you are. The secular trend of workflow automation will be massive - I expect that narrative to become mainstream in [----]. This is just a bet that $PATH will grab a sizeable piece of that growing pie"
X Link 2025-11-26T18:21Z [---] followers, [---] engagements
"@cyberprince_rwo $PATH - earnings on Wednesday. They are a leader in the massive emerging secular trend of agentic workflow orchestration. Super bullish"
X Link 2025-12-01T17:57Z [---] followers, [---] engagements
"@cyberprince_rwo $PATH crushed their print"
X Link 2025-12-03T21:18Z [---] followers, [---] engagements
"If $PATH sees a selloff from any Fed hawkishness I'm adding more"
X Link 2025-12-10T18:48Z [---] followers, [---] engagements
"@weary_centurion Listened to it and thought the same thing. Ashim and Daniel compliement each other well as leaders of $PATH"
X Link 2025-12-12T00:04Z [---] followers, [--] engagements
"Doubled my $PATH position today. If $PATH sees a selloff from any Fed hawkishness I'm adding more. If $PATH sees a selloff from any Fed hawkishness I'm adding more"
X Link 2025-12-12T01:10Z [---] followers, [---] engagements
"$PATH is one of the best hedges against a weakening labor market"
X Link 2025-12-12T18:50Z [---] followers, [---] engagements
"@XFinancialX I think the recent rally back above $60 was driven by the SpaceX IPO news. I'm personally not selling calls until we get new all-time highs but I understand your thinking"
X Link 2025-12-13T02:15Z [---] followers, [---] engagements
"A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow orchestration to "do more with less""
X Link 2025-12-15T17:23Z [---] followers, [---] engagements
"Key $PATH takeaways from last week's interview with UiPath CFO/COO Ashim Gupta at the Barclays Global Technology Conference. I am even more bullish after hearing him knock this interview out of the park. - Company achieved Q3 GAAP profitability and is on track for full-year GAAP profit proving disciplined investment can coexist with growth. - Agentic adoption is in the "early innings" with over [---] companies experimenting moving to pilots and generating initial orders. - Confirmed that agentic AI is a net positive enabling full process automation and "pulling through" higher demand for core"
X Link 2025-12-16T06:01Z [---] followers, [---] engagements
"2026 will be very bullish for $PATH. Even if the broader market is down due to macroeconomic concerns (e.g. rising unemployment rate and rising inflation) - that is the main value proposition of UiPath - automating processes so companies can do more without raising headcount. A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow orchestration to "do more with less". A weaker labor market in [----] will be bullish for $PATH as companies double-down on automation and look for ways to use agentic workflow"
X Link 2025-12-16T17:40Z [---] followers, [---] engagements
"The key to outperforming the market is to concentrate your portfolio in a small number of high-conviction names. I did this with $RKLB when I loaded up in the $4-5 range in [----] due to recognizing the emerging space economy and Rocket Lab's unique position as an end-to-end space company. I'm still sitting on all of those RKLB shares but for the past year I have been doing research on the second name to go heavy on. After a lot of research the stock I have recently decided to load up on is $PATH. It is now 47% of my portfolio with RKLB making up the other 53%. Here are the key reasons for my"
X Link 2025-12-17T15:20Z [---] followers, [--] engagements
"Love to see the $RKLB shout-out from NASA. Cool looking satelites launched on the most badass little rocket around - Electron. NASAs DiskSat is gearing up to launch into low Earth orbit Four plate-shaped spacecraft will demonstrate a new small spacecraft technology that aims to lower mission costs and expand access to space. The launch window opens Dec [--] at 12am ET. Live coverage from https://t.co/MQlCxXXUZ7 NASAs DiskSat is gearing up to launch into low Earth orbit Four plate-shaped spacecraft will demonstrate a new small spacecraft technology that aims to lower mission costs and expand"
X Link 2025-12-18T02:16Z [---] followers, [---] engagements
"@StanBrand @jakebrowatzke Yes $PATH is not tethered to one specific LLM. They already announced partnerships with OpenAI and Google Gemini. They use different LLMs for different tasks behind the scenes. And I believe they allow users of Maestro to choose the LLMs they want to use as well"
X Link 2025-12-19T00:06Z [---] followers, [---] engagements
"@michaelsikand $PATH. Agentic workflow orchestration will be on everyone's radar in 2026"
X Link 2025-12-19T02:32Z [---] followers, [----] engagements
"Largest contract in $RKLB history 🚀 BREAKING 🚨 Rocket Lab has been awarded an $805m contract to build [--] satellites for SDAs Tracking Layer Tranche [--] Long $RKLB https://t.co/yDziNO39xP BREAKING 🚨 Rocket Lab has been awarded an $805m contract to build [--] satellites for SDAs Tracking Layer Tranche [--] Long $RKLB https://t.co/yDziNO39xP"
X Link 2025-12-19T17:59Z [---] followers, [--] engagements
"2026 will be the year of. - Neutron 🚀 ( $RKLB ) - Agentic workflow orchestration 🤖 ( $PATH )"
X Link 2025-12-22T16:16Z [---] followers, [---] engagements
"BREAKING: $PATH joining S&P MidCap [---] effective Jan 2nd. Great way to start the new year"
X Link 2025-12-24T00:20Z [---] followers, [---] engagements
"I don't diversify. I observe the market and load up on stocks when the alpha is too good to pass up. Currently I have two positions.and they're by far the bulk of my net worth. Heading into [----] my portfolio is made up of Rocket Lab and UiPath. Here's why I'm so bullish. First some thoughts on $RKLB: -Being an end-to-end space company is essentially "future proof". There is no world I can think of where there won't be continued rapidly growing demand for Rocket Lab's services (barring some sort of catastrophic event that makes LEO less useable). -The space economy is growing for many reasons"
X Link 2025-12-24T04:57Z [---] followers, [--] engagements
"I don't diversify. I observe the market and load up on stocks when the alpha is too good to pass up. Heading into [----] my portfolio is made up of $RKLB and $PATH. Here's why I'm so bullish. First some thoughts on $RKLB: - Being an end-to-end space company is essentially "future proof". There is no world I can think of where there won't be continued rapidly growing demand for Rocket Lab's services (barring some sort of catastrophic event that makes LEO less useable). - The space economy is growing for many reasons including but not limited to: national security (e.g. Golden Dome) AI datacenter"
X Link 2025-12-24T13:21Z [---] followers, [---] engagements
"Could we get a $PATH short squeeze to start the new year I think so and here's why: It was just announced yesterday after-hours that UiPath is being added to the S&P MidCap [---] index. This will force institutions that track the index (think passive mutual funds and ETFs) to buy shares of PATH. Rough math says that about [--] million shares will need to be bought. We're already seeing the stock pop pre-market on the news but the real index buying probably won't happen until near market close December [--] (the last trading day before Jan 2nd) as funds add PATH to prepare for the inclusion in the"
X Link 2025-12-24T14:31Z [---] followers, [---] engagements
"$PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve"
X Link 2025-12-24T19:17Z [---] followers, [---] engagements
"The market is beginning to notice $PATH. $PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve. $PATH shares had 30% more shares traded today than the normal average daily volume. And today was only a half day of trading due to Christmas Eve"
X Link 2025-12-24T19:20Z [---] followers, [---] engagements
"I think there's a good chance we see a new $PATH 52-week high by Jan 2nd driven by passive indexes being forced to buy shares now that PATH is being added to the S&P MidCap [---] (effective Jan 2nd). Trade: Long Jan 2nd $18 calls"
X Link 2025-12-26T15:39Z [---] followers, [---] engagements
"There was massive $PATH volume on Christmas Eve. It looks like there may have been some large dark pool purchases as well as hedge funds front-run PATH being added to the S&P MidCap [---] (effective Jan 2nd). My guess is we get a run to a new 52-week high by end of next week"
X Link 2025-12-26T15:50Z [---] followers, [---] engagements
"Anyone else think we could get a nice run in $PATH this week leading up to their inclusion in the S&P MidCap [---] on Friday Jan 2nd"
X Link 2025-12-28T20:15Z [---] followers, [---] engagements
"After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already started to front-run it as evident by larger than usualy volume - on Christmas Eve the volume was 30% higher than the average and that was on a HALF trading day. Hedge funds front-run the buying before the passive funds are forced to buy the shares leading to a quick profit. Passive funds (think mutual funds and ETFs) that track the S&P MidCap [---] will be forced to re-balance their positions by buying PATH no"
X Link 2025-12-28T20:41Z [---] followers, [---] engagements
"$PATH is starting get noticed. [----] will be a big year. I look forward to checking back on these polls a year from now 😅 Which AI software stock will outperform in [----] I look forward to checking back on these polls a year from now 😅 Which AI software stock will outperform in 2026"
X Link 2025-12-29T00:16Z [---] followers, [---] engagements
"@JM_Investment0 $PATH ftw"
X Link 2025-12-29T00:18Z [---] followers, [---] engagements
"@midascabal $PATH. Has the least downside risk. And a weaker macro environment such as higher unemployment actually helps their narrative"
X Link 2025-12-29T12:17Z [---] followers, [---] engagements
"$PATH is building a technological moat by having a highly auditable agentic orchestration platform that combines Agents + RPA + Humans. They already have over 10K enterprise customers that they will roll this out to. On top of that they have a very strong GTM strategy via partnerships with Deloitte and SAP. Daniel Dines was the first to dominate RPA and many are betting he'll be one of the first to dominate agentic orchestration as well. https://twitter.com/i/web/status/2005629446967959803 https://twitter.com/i/web/status/2005629446967959803"
X Link 2025-12-29T13:18Z [---] followers, [---] engagements
"My gut says $PATH will end this week at a new 52-week high"
X Link 2025-12-29T14:42Z [---] followers, [---] engagements
"$PATH thesis in a nutshell. - Genius technical founder/CEO who has already dominated the RPA market (legacy UiPath business) and is now going after the agentic orchestration market. - New Maestro orchestration platform leverages RPA dominance coupled with industry-leading agentic automation. -Why now Agentic automation is a massive paradigm shift that is just now starting to enter the workforce. This provides a great entry point into $PATH with years of runway. - Growing legacy business (16% YoY growth in 3Q) without very little of that coming from their new Maestro platform (meaning much"
X Link 2025-12-29T15:17Z [---] followers, [----] engagements
"@MarkFromPublic Agentic Workflow Orchestration. $PATH"
X Link 2025-12-29T15:26Z [---] followers, [---] engagements
"@nanalyzetweets They are still sitting on $1.5B of cash with zero debt. I'm all for the R&D spend. Their Maestro platform is where this has been going primarily for the past [--] months. They are in a great position entering 2026"
X Link 2025-12-29T15:40Z [---] followers, [--] engagements
"Could we see $PATH at $20 by end of week"
X Link 2025-12-29T17:10Z [---] followers, [---] engagements
"$PATH is being added to the S&P MidCap [---] on Friday January 2nd. This news was announced last week and some retail and hedge funds are front-running it (buying ahead of the index inclusion). On Dec 31st I expect heavy buying from the passive funds that will be forced to hold PATH since its now included in the index. https://twitter.com/i/web/status/2005689702293098896 https://twitter.com/i/web/status/2005689702293098896"
X Link 2025-12-29T17:17Z [---] followers, [---] engagements
"@nanalyzetweets NRR decline has stabilized. That's step [--]. Growth is next. It's clear to me that they will be one of the big winners in the agentic automation space. If you wait for NRR growth you miss the gift of an entry point that is $PATH below $20. The cat will be out of the bag soon"
X Link 2025-12-29T17:28Z [---] followers, [---] engagements
"@nanalyzetweets Of course I'm talking about $PATH. Your chart is misleading as it doesn't show the most recent [--] quarters. They are currently in fiscal year [----]. The past [--] quarters (Q1-Q3 2026) they have had NRR of 108% 108% and 107% respectively. So yes I would say it has stabilized"
X Link 2025-12-29T17:48Z [---] followers, [---] engagements
"@nanalyzetweets Since you conveniently left out the most recent [--] quarters - here's an updated chart for you. As I said feel free to wait for the NRR to start increasing again - but by then you will be missing the boat"
X Link 2025-12-29T18:12Z [---] followers, [--] engagements
"This is the chart that current $PATH bulls are excited about. And it's the same chart that $PATH bears are not yet paying attention to. Has NRR started to increase yet - no. But does it clearly show the sign of a bottom - yes. If you wait for NRR to start increasing you will have missed the boat on sub-$20 prices. https://twitter.com/i/web/status/2005704056757453015 https://twitter.com/i/web/status/2005704056757453015"
X Link 2025-12-29T18:14Z [---] followers, [---] engagements
"$PATH closing flat for the day with a lot of volume trading hands. 25% higher than an average day while the overall market had light volume today. This means a new floor is being set for $PATH and the stock getting ready to take off. 🚀 I still think we could see a new 52-week high by end of week. #Bullish https://twitter.com/i/web/status/2005747142460068215 https://twitter.com/i/web/status/2005747142460068215"
X Link 2025-12-29T21:05Z [---] followers, [----] engagements
"@BourbonCap $PATH and $RKLB 🚀"
X Link 2025-12-29T21:26Z [---] followers, [---] engagements
"This narrative is totally outdated. $PATH Q3 [----] ARR was up 11% YoY while the Q3 [----] Revenue was up 16% YoY. The exact opposite as the nuance described here. This is a perfect example of investors assuming that $PATH of today is the same as the $PATH of last year.either update your research or don't be suprised when you miss the boat. This person is not alone - most of the market is still asleep.which is why the stock is so cheap. While it's recently become popular with the fintwit lot we've been covering Uipath $PATH for nearly six years and have observed poor execution. Let's hope this is"
X Link 2025-12-29T22:43Z [---] followers, [---] engagements
"@BourbonCap $PATH. Agentic Workflow Automation narrative will be big in 2026"
X Link 2025-12-29T23:40Z [---] followers, [----] engagements
"$PATH is will be the leader. The points in this post are outdated. NRR is no longer "plummeting". It has been flat for [--] quarters in a row and is at a clear inflection point. Also Q3 revenue and ARR were both in the double digits with YoY revenue growth outpacing ARR growth at 16% and 11% respectively. https://twitter.com/i/web/status/2005802676991209922 https://twitter.com/i/web/status/2005802676991209922"
X Link 2025-12-30T00:46Z [---] followers, [---] engagements
"@Ashton_1nvests $PATH. [--] words. Agentic Workflow Orchestration"
X Link 2025-12-30T00:57Z [---] followers, [---] engagements
"You're kidding me right This reply and your two $PATH bear posts today can't literally just be quoting snippets from your own article from [--] months ago Why aren't you looking at their most recent quarters You claim you've been following this company for the past [--] years - if that's true and you still don't see the obvious inflection point the company is at that's concerning. You stated their NRR is plummeting yet it has been flat for the past [--] quarters - and this is without meaningful revenue contribution from their new Maestro platform. They had double digit Y-Y revenue growth in Q3 - not"
X Link 2025-12-30T01:22Z [---] followers, [---] engagements
"@nanalyzetweets I've been very clear what facts I disagree with.for starters your points are all [--] months old and no longer relevant. Anyway since you're a professional who follows $PATH I guess have fun watching the obvious thesis play out"
X Link 2025-12-30T01:36Z [---] followers, [---] engagements
"$PATH was flat today on above average volume. The stock is being added to the S&P MidCap [---] index effective Friday. Hedge fund are front running this add which is why volume is up. I expect buying to continue and the stock to be higher by end of week when its officially added to the index. https://twitter.com/i/web/status/2005842315953222044 https://twitter.com/i/web/status/2005842315953222044"
X Link 2025-12-30T03:24Z [---] followers, [---] engagements
"Over time it's good for PATH's liquidity because there will be many passive funds (think mutual funds and ETFs that track this index) that will always need to buy and hold PATH shares. It should also put it on more institutions' radars if they are paying attention to new additions to the index. In the short-term it's something to be excited about because there should be lots of initial buying of PATH by these passive funds as they calibrate their holdings to align with the index which will now include PATH. https://twitter.com/i/web/status/2005899293849260409"
X Link 2025-12-30T07:10Z [---] followers, [--] engagements
"$PATH is poised to breakout to a new 52-week high this week 🚀 Lots of volume has traded hands as hedge funds have front run $PATH's inclusion in the S&P MidCap [---] effective this Friday. The passive funds will be buying $PATH heavy tomorrow"
X Link 2025-12-30T14:32Z [---] followers, [---] engagements
"This person is using an outtdated chart. They conveniently exclude the most recent [--] quarters and are pushing an incorrect narrative that $PATH NRR is still plummeting. 👇 I put an updated chart in the comments that clearly shows NRR stabilization and is setting $PATH up for an inflection point that will cause massive upward re-pricing. https://twitter.com/i/web/status/2006036564774682973 https://twitter.com/i/web/status/2006036564774682973"
X Link 2025-12-30T16:16Z [---] followers, [----] engagements
"Tomorrow is a big day for $PATH: the last trading day before they're officially listed on the S&P MidCap [---] Index. That means lots of buying by passive funds tomorrow that are forced to re-balance their portfolio to align with the index. HIGH volume and HIGHER bids 🚀"
X Link 2025-12-30T18:30Z [---] followers, [---] engagements
"Another strong volume day for $PATH. 81% of normal trading volume during the holiday lull when many stocks are barely trading half their usual volume. #bullish Down 1% today the day before the passive funds load up. I think we get a big green candle tomorrow"
X Link 2025-12-30T21:15Z [---] followers, [---] engagements
"Passive funds that track the S&P MidCap [---] will be required to buy $PATH shares toward market close today. Expect MASSIVE volume and bids into the close. Passive funds mandate is to track the index movement which is why they don't front run the news - their goal is to minimize tracking error so they want the shares at the close today so that they own them at the open on Jan 2nd when $PATH is officially included in the index. Hedge funds likely front ran this already and some locked in a quick profit yesterday - which is why we saw some selling pressure yesterday."
X Link 2025-12-31T12:53Z [---] followers, [---] engagements
"The day has come.passive funds that track the index will be forced to buy MASSIVE amounts of $PATH. Expect volume spikes into the close. After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already started to front-run it as evident by larger than usualy volume - on Christmas Eve the volume After market close on December 23rd it was announced that $PATH had been chosen to be added to the S&P MidCap [---] Index. This will be effective Friday Jan 2nd but hedge funds already"
X Link 2025-12-31T13:11Z [---] followers, [---] engagements
"Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I will try to compile my findings on the dynamics at play but it seems to me that a good chunk of the higher $PATH volume we saw over the past few days was from institutions buying shares to then sell them to the passive funds via dark pools (private sales not visible to retail) so it wouldn't move the price in the public markets. These dark pool sales may have occurred at the"
X Link 2025-12-31T21:32Z [---] followers, [----] engagements
"@KWANG_YAsuGoten Long-term you can't go wrong with $PATH shares"
X Link 2025-12-31T21:55Z [---] followers, [---] engagements
"There's the MASSIVE volume from passive funds buying $PATH but without the price action. #darkpools Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I will try to compile my findings on the dynamics at play but Hey $PATH community. Today was an admitted learning moment for me. Like many of you I was underwhelmed by today's final day of trading leading up to $PATH's inclusion in the S&P MidCap [---] Index (effective Jan 2nd). I"
X Link 2025-12-31T21:59Z [---] followers, [---] engagements
"@BinhTrans 💯 passive funds holding shares is great for $PATH"
X Link 2025-12-31T23:05Z [---] followers, [---] engagements
"@unusual_whales $PATH. Agentic Workflow Orchestration is a paradigm shift"
X Link 2026-01-01T20:04Z [---] followers, [----] engagements
"$PATH is primed for a massive gap up in [----]. Turning points like this combined with topline growth acceleration lead to life-changing stock reratings. $PATH https://t.co/bdzk9TxllH Turning points like this combined with topline growth acceleration lead to life-changing stock reratings. $PATH https://t.co/bdzk9TxllH"
X Link 2026-01-02T13:41Z [---] followers, [---] engagements
"@GrindeOptions $PATH. Agentic Workflow Orchestration will be a major narrative"
X Link 2026-01-02T13:49Z [---] followers, [---] engagements
"Very strong volume again on $PATH today. Holding above the 50-day MA. Should be setting up for another move up. #bullish"
X Link 2026-01-02T19:06Z [---] followers, [---] engagements
"Nope check out my lengthy post I made on Dec [--]. The funds bought at the close on Dec [--]. Volume was 70M shares for the day (triple the average) - however most of it was bought through dark pools from other institutions so unfortunately no price action. Today I think we're getting some people selling the news. That's a great setup though - weaker hands sell tons of shares to long-term holders at these prices. I just bought more today. At the end of the day the fundamentals of the business are most important but tracking volume and price action are a good way to keep pulse on the market. It"
X Link 2026-01-02T19:39Z [---] followers, [--] engagements
"So I did some more digging into the recent volume activity surrounding $PATH being added to the S&P MidCap [---] Index. Thread👇"
X Link 2026-01-03T14:08Z [---] followers, [----] engagements
"🧵(1/4) First off for some quick background info: On December 23rd after market close it was announced that @UiPath was being added to the S&P MidCap [---] Index effective Jan 2nd [----]. This meant that passive funds needed to acquire the necessary shares of $PATH at the end of the Dec [--] trading day (last trading day before the index inclusion). This caused an initial increase in buying volume on Dec 24th and Dec 26th - much of which was from institutions buying shares to then sell the shares to passive funds on December [--] [----]. https://twitter.com/i/web/status/2007454122874728933"
X Link 2026-01-03T14:08Z [---] followers, [---] engagements
"🧵(2/4) As seen below there was abnormally high volume on Dec 24th and Dec 29th as institutions loaded up shares. Christmas Eve saw 34.6M shares traded and this was during a HALF trading session due to the holiday"
X Link 2026-01-03T14:08Z [---] followers, [---] engagements
"🧵(3/4) On New Year's Eve right after the closing bell over 34M shares of $PATH were sold to passive funds via dark pools. This allowed passive funds to buy the shares they needed at market value without having to bid up the price - standard practice across institutions buying this type of volume. https://twitter.com/i/web/status/2007454126645317854 https://twitter.com/i/web/status/2007454126645317854"
X Link 2026-01-03T14:08Z [---] followers, [---] engagements
"🧵(4/4) Key Takeaways: - The accumulation of shares for the passive funds happened over the course of a few days during the holidays as other institutions accumulated the shares for them - There is limited price action at the moment the passive funds bought all of the shares at market close on Dec [--] because the transaction was done via dark pools (private exchanges) - A larger portion of $PATH's float is now sitting in passive funds' portfolios - this should be beneficial to the share price over time as there is now a smaller supply of actively traded shares - Jan 2nd (the day of index"
X Link 2026-01-03T14:08Z [---] followers, [---] engagements
"$PATH doesn't rely on RPA. Efficient agentic orchestration does. If PATH thought the most efficient way to build orchestration was to scrap RPA and go full agentic they would. The truth is RPA + Agentic + Humans = Safe Efficient Auditable Enterprise-grade Workflow Orchestration. The question you should be asking is do you want to rely on companies that haven't already dominated RPA first - since the combination of robots and agents will be so critical $PATH is extremely well positioned considering they already dominate RPA. The natural progression is to have agents call RPA processes instead"
X Link 2026-01-03T17:30Z [---] followers, [---] engagements
"That's because automating enterprise processes is scary if not done right. You need proper controls auditability humans-in-the-loop RPA and agents integration. This is both a reason to be somewhat cautious about how quickly revenue will ramp but also a reason to be bullish about how sticky these $PATH's customers will be. Since launching Maestro on April [--] [----] they have been doing many POCs to get their companies to make the leap to agentic automation. It's the paradigm shift happening right before our eyes. $PATH isn't late - they're in the curl of the wave at the perfect time."
X Link 2026-01-03T18:03Z [---] followers, [--] engagements
"True I definitely expect competition to heat up over time but the fact that Google still can't figure out it shows we're still very early. While Google and Claude will inevitably build some level of orchestration into their native platforms $PATH has already gone to market with Maestro and will see revenue growth in the coming fiscal year. That's what I'm banking on from an investment perspective. Said differently if $PATH were trading at high multiples and success was already heavily priced in I would be more concerned. But they're priced so cheap that when the inflection point becomes clear"
X Link 2026-01-03T18:58Z [---] followers, [---] engagements
"It's a good thing $PATH's new platform doesn't require RPA to operate then. Maestro allows users to build as many agents and API integrations as they want (not RPA). In the meantime RPA is still very much needed to satisfy the needs of businesses with legacy technology so Maestro handles that too. https://twitter.com/i/web/status/2007537688853860552 https://twitter.com/i/web/status/2007537688853860552"
X Link 2026-01-03T19:40Z [---] followers, [---] engagements
"@AviAgrawaal @bjmtweets Maybe - but even if so eventually is the key word. $PATH has market share to gain in the meantime"
X Link 2026-01-03T20:55Z [---] followers, [--] engagements
"There seems to be a misconception floating around that $PATH's new Maestro platform requires customers to use RPA. This is not true. PATH has built a hybrid platform that allows the use of agents robots and human-in-the-loop. Data entry and extraction can be done via either APIs or RPA. If a company's data sytems allows for it workflows can be built that do not leverage any RPA. But the fact of the matter is that many companies today are still reliant on legacy technology where these types of dataflows are not possible throughout the entirety of a workflow - this where RPA fills a necessary"
X Link 2026-01-03T22:16Z [---] followers, [----] engagements
"Thanks. It's from my own research. I was very close to launching an automation business built using UiPath so I did a massive deep dive. I ended up not doing the business (because I decided I did not want to make the leap into building a start-up) but after all the research I did my conviction in $PATH grew even more. Ironically the money I was going to put toward the start-up I just used to buy more PATH shares. https://twitter.com/i/web/status/2007815875261276287 https://twitter.com/i/web/status/2007815875261276287"
X Link 2026-01-04T14:06Z [---] followers, [---] engagements
"@palamut28992 @jakebrowatzke There's 2100+ people in the $PATH community on X and rapidly growing"
X Link 2026-01-04T23:09Z [---] followers, [---] engagements
"New Year. New Phathom. Will be stepping up my game this year. High quality content for retail investors. New threads weekly. Next post drops soon. I'll give you a hint: the real moat $PATH is building is not even being talked about yet"
X Link 2026-01-06T02:12Z [---] followers, [---] engagements
"$PATH is building a new moat that very few people are talking about it. Access to third-party application data + Data Fabric + Enterprise Knowledge Graph = Contextual Enterprise Intelligence Moat Thread below👇"
X Link 2026-01-07T02:26Z [---] followers, [----] engagements
"$PATH has clear ambitions to be the largest agnostic agentic enterprise automation solution in the world. The key word here is #agnostic. UiPath will connect with virtually any agent in an enterprise regardless of whether that agent is native to UiPath or developed by a third party. Watch below as Graham Sheldon UiPath's Chief Product Officer explains some of the partnerships that UiPath announced in [----] to ensure they stay connected with the most popular third-party agents. https://twitter.com/i/web/status/2008726996713406851 https://twitter.com/i/web/status/2008726996713406851"
X Link 2026-01-07T02:26Z [---] followers, [----] engagements
"With all of these connections to third-party agents how is $PATH going to manage all of the data from third parties This is where UiPath's #DataFabric comes in. Announced in [----] this is the answer to how Maestro is able to seamlessly access an enterprise's data - including those from third party applications and agents . As this UiPath developer explains below Data Fabric is runtime real-time which means the data is immediately accessible when needed during execution. https://twitter.com/i/web/status/2008726998793757075 https://twitter.com/i/web/status/2008726998793757075"
X Link 2026-01-07T02:26Z [---] followers, [---] engagements
"With seamless access to an enterprise's data how will $PATH make the most of this unique position to empower agents to be contextually grounded in tons of data sourced from many different applications This is where #EnterpriseKnowledgeGraph comes in. Knowledge Graph sits on top of Data Fabric to add a contextual layer that makes agents exponentially more aware of its enterprise's data. Announced at UiPath's #Fusion2025 conference in Las Vegas this is one of the flagship products of #UiPathLabs. Watch below as this Senior Developer at UiPath gives a brief explanation."
X Link 2026-01-07T02:27Z [---] followers, [---] engagements
"Key Takeaways: - $PATH is very aware of its unique position as an agnostic agentic workflow provider that is at the top orchestration layer of an enterprise - in order to capitalize on this position UiPath understands that it needs to be the nervous system that makes all agents in an enterprise more contextually intelligent - UiPath launched Data Fabric in [----] as a way to seamlessly access third-party application data in runtime real-time - meaning there is no stale data as live data is always pulled at the moment it's needed - While today's agentic workflows are in their early stages the"
X Link 2026-01-07T02:27Z [---] followers, [---] engagements
"@ChartWaveTrade 100%. I also think PATH volume finally normalized after the buying/selling from the S&P MidCap [---] inclusion. Now it's off to the races. I just dropped a thread about a new moat for $PATH that no one is talking about. Let me know your thoughts"
X Link 2026-01-07T03:54Z [---] followers, [---] engagements
"@dogehippie It is definitely undervalued. I just posted a thread on $PATH's moat that no one is talking about yet"
X Link 2026-01-07T04:03Z [---] followers, [---] engagements
"@jrouldz Well done. [----] is the year the market wakes up to $PATH"
X Link 2026-01-07T04:29Z [---] followers, [---] engagements
"@alexisinv08 Glad you found this insightful. I am very intrigued by $PATH and am covering them now. I plan to share more research each week"
X Link 2026-01-07T04:41Z [---] followers, [---] engagements
"@alexisinv08 @ChartWaveTrade Much appreciated. $PATH is very underappreciated and misunderstood right now. Glad you found it helpful"
X Link 2026-01-07T04:43Z [---] followers, [---] engagements
"@AviAgrawaal That would be great. The market needs to understand the big ambitions of $PATH"
X Link 2026-01-07T05:04Z [---] followers, [---] engagements
"@realroseceline @wealthmatica $PATH is a very misunderstood company. If interested I just dropped a thread that highlights a new moat few people are talking about yet"
X Link 2026-01-07T07:59Z [---] followers, [--] engagements
"@_j__f There are definitely some similarities between $PATH and $PLTR. As the market starts to understand the bigger picture UiPath I expect their valuation multiple to expand"
X Link 2026-01-07T13:10Z [---] followers, [---] engagements
"New $PATH thread dropping this weekend. Hint: investors aren't the only ones taking advantage of the market's overselling of PATH over the years"
X Link 2026-01-09T15:07Z [---] followers, [----] engagements
"@BinhTrans I also think $PATH will beat their revenue guidance - by how much is still TBD. They have a track record of underpromising and overdelivering"
X Link 2026-01-09T20:21Z [---] followers, [---] engagements
"I think $RKLB controls their own destiny more than most space companies. MSR would have been huge but once Neutron goes live it opens up their ability to build and launch their own constellation. Not sure what service they will decide to get into but space services with vertical integration is a huge TAM that most companies will never have the opportunity to unlock. Not to mention their growing market share in defense contracts. https://twitter.com/i/web/status/2009796293070131400 https://twitter.com/i/web/status/2009796293070131400"
X Link 2026-01-10T01:15Z [---] followers, [--] engagements
"@UnrivaledInvest Great video. You mentioned that $PATH could eventually try to be more of an intelligence provider - not just automation. I think this is their longer-term plan. If you haven't heard about their Data Fabric & Enterprise Knowledge Graph I recently posted a thread about it"
X Link 2026-01-10T03:37Z [---] followers, [---] engagements
"$PATH was fortunate enough to go public in [----] when tech stocks commanded very high multiples. Since then the stock has been beaten up but the company has taken advantage of that with large share buybacks. Thread below 👇"
X Link 2026-01-11T01:53Z [---] followers, [--] engagements
"Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. During this time tech stocks were in a state of euphoria during the market rally off of COVID lows (seen in chart below)"
X Link 2026-01-11T01:54Z [---] followers, [--] engagements
"In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share"
X Link 2026-01-11T01:54Z [---] followers, [--] engagements
"Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive number since going public; however the market wasn't too impressed as the stock barely budged. At this point the stock simply stopped going down but it was still sitting near all-time lows. This is the point that PATH"
X Link 2026-01-11T01:54Z [---] followers, [--] engagements
"For anyone concerned about Daniel Dines selling portions of his shares the more impactful story is the large amount of shares that $PATH has bought back over the last [--] months. Thread below 👇"
X Link 2026-01-11T02:19Z [---] followers, [--] engagements
"Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. During this time tech stocks were in a state of euphoria during the market rally off of COVID lows (seen in chart below)"
X Link 2026-01-11T02:19Z [---] followers, [--] engagements
"In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share"
X Link 2026-01-11T02:19Z [---] followers, [--] engagements
"Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive number since going public; however the market wasn't too impressed as the stock barely budged. At this point the stock simply stopped going down but it was still sitting near all-time lows. This is the point that PATH"
X Link 2026-01-11T02:19Z [---] followers, [--] engagements
"In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share"
X Link 2026-01-11T15:37Z [---] followers, [--] engagements
"Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive quarter since going public. Despite the inflection point in free cash flow the stock price remained near all-time lows. After a couple more quarters of continued free cash flow generation PATH put a plan in place to"
X Link 2026-01-11T15:37Z [---] followers, [--] engagements
"The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇"
X Link 2026-01-11T15:54Z [---] followers, 10.1K engagements
"Background: $PATH had their final private round of funding (series F) in February [----] and went public shortly after in April [----]. At this time the tech stock market was in a state of euphoria after rallying 98% off of COVID lows"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"In [----] between the series F round and going public $PATH generated $1.5B in cash by selling stock at an average price of $59 per share"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"Following the IPO the $PATH share price proceeded to decline for a number of reasons (e.g. post-IPO cooldown Ukraine war impacting sales in CIS region Chief Revenue officer leaving in [----] revenue growth deceleration). During the selloff PATH was still burning cash as seen in the chart below. Then in the quarter-ended January [----] PATH printed their first free cash flow positive quarter since going public. After a couple more consecutive quarters of positive free cash flow PATH put a plan in place to start aggressively buying back shares. https://twitter.com/i/web/status/2010379719074607251"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"In September [----] in the midst of their first year of positive free cash flow the board of $PATH approved up to a $500M stock buyback program. A year later the board approved a second $500M stock buyback program. The numbers are astonishing PATH was able to buyback almost 3x the amount of shares they sold in [----] (during their series F and IPO) but at a 79% discount. https://twitter.com/i/web/status/2010379721947697426 https://twitter.com/i/web/status/2010379721947697426"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"Thanks to $PATH's strong free cash flow they were able to buyback $800 million worth of shares without borrowing a penny. They still maintain a cash balance of well over a billion dollars with zero debt. And while many speculative tech stocks are going through significant dilution driven by share-based compensation the PATH share count has actually decreased 6% over the past [--] quarters. https://twitter.com/i/web/status/2010379724237713839 https://twitter.com/i/web/status/2010379724237713839"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"Key Takeaways: - $PATH went public at the perfect time when market valuations were high allowing the company to raise substantial funds to invest in the business - After the IPO PATH's share price became distressed for a number of factors; however once the company began generating positive free cash flow they started aggressively buying back shares - Share buybacks are a big signal by company leadership and the board that they have confidence in the long-term prospects of the company - said differently the stock was so cheap that PATH viewed buying back shares as one of the best possible uses"
X Link 2026-01-11T15:54Z [---] followers, [---] engagements
"@commonsenseplay Founders selling a portion of their shares over time isn't unusual. The bigger story is the massive amount of share buybacks $PATH has been doing. I just dropped a thread on this"
X Link 2026-01-11T17:06Z [---] followers, [--] engagements
"@neo8634 @Venu_7_ Founders selling portions of their shares over time is not unusual. The massive share buybacks that $PATH has been doing is a bigger deal in my opinion. Just dropped a thread on this"
X Link 2026-01-11T17:07Z [---] followers, [--] engagements
"New $PATH thread dropped today. This one focuses on the massive buybacks the company has been doing. Let me know if you have questions or comments"
X Link 2026-01-11T19:47Z [---] followers, [---] engagements
"The $PATH buybacks no one is talking about 👇 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price."
X Link 2026-01-12T17:00Z [---] followers, [----] engagements
"@MitchMartan98 Yes too low but moving in the right direction (up from $16). Sell side analysts are generally slower to raise PTs on a turnaround because they don't want to risk being wrong on the timing. Wall Street is still pretty clueless on $PATH"
X Link 2026-01-12T17:10Z [---] followers, [---] engagements
"@MitchMartan98 I think today's selloff may be more macro driven as the market decides whether or not to sell off high-beta riskier stocks. The good thing about investing based on fundamentals is that the short-term market noise doesn't change the thesis"
X Link 2026-01-13T17:05Z [---] followers, [---] engagements
"If you liked $PATH yesterday based on fundamentals you should like it more today being 10% cheaper"
X Link 2026-01-13T18:05Z [---] followers, [----] engagements
"@AverageDude37 Agentic adoption is unfolding as we speak. If you wait for the pop in guidance from Maestro contribution you miss a big portion of the initial re-pricing of the stock. The base case is the market simply realizing RPA isn't "dead""
X Link 2026-01-13T19:11Z [---] followers, [--] engagements
"@BarkInvesting The bigger focus should be the amount of shares $PATH has been buying back. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management"
X Link 2026-01-13T23:54Z [---] followers, [---] engagements
"@chamy5 If you want to talk about scale check out all the shares $PATH has been buying back. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH"
X Link 2026-01-13T23:55Z [---] followers, [---] engagements
"@weary_centurion Well said. A lot of the FUD seems to come from AI-generated articles that just scrape SEC filings for insider sales. $PATH has also been doing massive share buybacks. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling'"
X Link 2026-01-14T12:36Z [---] followers, [---] engagements
"As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation assistant that provides no-code automation solutions to help perform everyday work tasks. As a $PATH investor below are my two cents: - We are entering the early days of product differentiation in the agentic workflow automation space. The announcement of Claude Cowork represents the first signs of a bottoms up vs."
X Link 2026-01-15T04:57Z [---] followers, [----] engagements
"@xmanreturn I imagine it's just a matter of time before $PATH announces Claude Cowork integration with Maestro. https://x.com/i/status/2011663975126024193 As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation https://x.com/i/status/2011663975126024193 As investors we must pay attention to changing external factors that may impact our investment theses. These factors include"
X Link 2026-01-15T06:43Z [---] followers, [---] engagements
"Based on $PATH's existing partnership with Anthropic I wouldn't be surprised to hear about Cowork integration in the near future. As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago Claude made a big splash by releasing their preview of Cowork an agentic work delegation As investors we must pay attention to changing external factors that may impact our investment theses. These factors include technological developments at adjacent companies. Two days ago"
X Link 2026-01-15T14:46Z [---] followers, [----] engagements
"When market sentiment shifts against one of your long-term high-conviction plays you have to ask: Is the drop warranted Or does the market have it wrong I've been digging into this with $PATH. New thread dropping this weekend"
X Link 2026-01-17T01:30Z [---] followers, [----] engagements
"BREAKING: Failure occurred in Neutron's stage [--] tank during pressure testing. $RKLB to provide further details during next earnings call. Phathom Research take: it's not surprising to see tests fail during rocket development. The risk to watch is if this meaningfully impacts Neutron's timeline to launch. Update on Neutron Stage [--] qualification testing. https://t.co/zBEUlXHHWf Update on Neutron Stage [--] qualification testing. https://t.co/zBEUlXHHWf"
X Link 2026-01-22T00:45Z [---] followers, [---] engagements
"Happy to see @UiPath getting the message out about how Maestro can be configured to automate specific workflows like procure-to-pay. More of this please @matalla $PATH Bring smarter workflows to life. 🧠🔀 Watch how #AgenticAutomation transforms the procure-to-pay process: https://t.co/rvRG8gErDL https://t.co/ep49ulZEui Bring smarter workflows to life. 🧠🔀 Watch how #AgenticAutomation transforms the procure-to-pay process: https://t.co/rvRG8gErDL https://t.co/ep49ulZEui"
X Link 2026-01-22T01:41Z [---] followers, [----] engagements
"$RKLB closed green. And $PATH back above $15. Not a bad day"
X Link 2026-01-22T21:37Z [---] followers, [---] engagements
"The market just loudly said "SPB we trust you." $RKLB closed green the day after they dropped a press release announcing a Neutron Stage [--] test failure"
X Link 2026-01-22T21:43Z [---] followers, [---] engagements
"@daveginvesting Huge show of faith by the market. Faith in SPB and the $RKLB team"
X Link 2026-01-22T22:18Z [---] followers, [---] engagements
"@jarad1821 @LiebermanAustin 100%. Finding alpha often means being early. You have to battle through the noise and naysayers. A strong initial thesis is often the difference maker"
X Link 2026-01-24T23:05Z [---] followers, [--] engagements
"One way to find alpha is to connect the dots before the market does. Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below👇"
X Link 2026-01-25T22:21Z [---] followers, [--] engagements
"Finding alpha is about connecting the dots before the broader market. Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇"
X Link 2026-01-25T22:48Z [---] followers, [--] engagements
"Let the 🦛 eat. $RKLB Neutron's Hungry Hippo captive fairing has arrived at Launch Complex [--] in Virginia ready to go through checkouts and pre-launch testing. https://t.co/8yL26o5DU0 Neutron's Hungry Hippo captive fairing has arrived at Launch Complex [--] in Virginia ready to go through checkouts and pre-launch testing. https://t.co/8yL26o5DU0"
X Link 2026-01-26T22:23Z [---] followers, [---] engagements
"Good question. Too early to know for sure but here's my two cents. As outcome-based or consumption-based pricing becomes a substantial part of $PATH's business it will probably make quarterly PATH revenue a little less predictable. The good news for PATH is that it also allows for more upside if their customers start flowing more volume through PATH workflows. Said differently there will now be another way to increase revenue outside of simply raising prices or selling more subscriptions - by customers simply adding new workflows that drives more volume. The downside is that PATH revenue"
X Link 2026-01-26T23:42Z [---] followers, [---] engagements
"$PATH earnings release set for March 11th after the bell. I'm optimistic that a strong quarter/Maestro contributions in FY27 guidance will send the stock back into the $20s with no turning back"
X Link 2026-02-12T04:05Z [---] followers, [----] engagements
"@InvestwithDoc Barclays 23rd Annual Global Technology Conference :: UiPath Inc. (PATH) https://share.google/vKKt5hzGco8u29eNZ https://share.google/vKKt5hzGco8u29eNZ"
X Link 2025-12-19T03:18Z [---] followers, [--] engagements
"I have been saying this for a while - RPA is not dead. The reality for many businesses is that automating interactions with UIs is still a huge pain point that RPA solves. This video about xAI's Macrohard plans below validates that. What does this mean for $PATH They're in the perfect spot. Full article in comments 👇 https://twitter.com/i/web/status/2013396473811963906 https://twitter.com/i/web/status/2013396473811963906"
X Link 2026-01-19T23:41Z [---] followers, [----] engagements
"$PATH is in the perfect spot to capitalize on the growing market of agents. https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP"
X Link 2026-01-19T23:46Z [---] followers, [----] engagements
"Spot on. $PATH meets customers "where they are" as opposed to forcing them to change their existing stack. UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It can connect to all of them move UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It"
X Link 2026-01-22T18:19Z [---] followers, [----] engagements
"Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇"
X Link 2026-01-25T22:45Z [---] followers, [----] engagements
""Giving prompted roles to models and then orchestrating them gives better results than any single frontier model." -Satya Nadella Microsoft CEO at Davos [----]. This validates $PATH's approach to being a leader in agnostic workflow orchestration"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
""As a percentage of GDP [--] years from now where will tech be It will be higher. There's a lot of intense competition but it's not as zero-sum as some people make it out to be." -Satya Nadella Microsoft CEO at Davos [----] In other words the rising tide of AI adoption will lift many ships in the space. As an investor looking for alpha I take this as meaning $PATH's revenue multiple should be priced for growth. The market is slow to recognize this but [----] will likely be the year it becomes clear"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
"Key Takeaways: - During Davos [----] you can draw parallels between Satya Nadella's remarks and the vision that Daniel Dines has laid out for $PATH since mid-2024. - While there are many competing LLMs and agent builders Satya Nadella stated that orchestration of models and agents will be much more powerful than any single LLM. This validates $PATH's foundational shift to being an agnostic agentic workflow orchestrator. - When it comes to competition in the space the overall TAM is expected to grow rapidly meaning this is not a "zero-sum game". As the overall workflow automation pie gets bigger"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
"Finding alpha is about connecting the dots quicker than the broader market. $PATH Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇"
X Link 2026-01-25T22:58Z [---] followers, [----] engagements
"@MontanaMatos 100%. Hearing Alex Karp and Satya at Davos and the xAI leak (re: Macrohard) over the past couple weeks - it all points to $PATH being positioned extremely well"
X Link 2026-01-25T23:48Z [---] followers, [---] engagements
"Yep I agree that it will all come back to IRR. And maybe not all flows will be consumption-based but in the financial services industry flows like loan originations most likely will. The sales pitch could be that a lender used to spend "X" on human labor to originate a loan - now that's automated so it should be worth paying UiPath "Y" per application that goes through the workflow. If "Y" is significantly less than "X" and provides a better decisioning process that's the value proposition. So in this case the cost of paying $PATH will become part of the lender's unit cost for decisioning"
X Link 2026-01-27T20:10Z [---] followers, [--] engagements
""We haven't come across a partner like UiPath" Allegis Group does over $14B in annual revenue. This is just the beginning.👀 $PATH Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0 Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0"
X Link 2026-01-28T05:12Z [---] followers, [----] engagements
"@vander_lane Great point. The market hasn't yet connected the dots on $PATH. This is how you find alpha"
X Link 2026-01-28T13:06Z [---] followers, [---] engagements
"The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. What does this mean The market continues to be weary of software companies that they view as potentially threatened by AI. $NOW revenue growth acceleration is flattening and the market is contracting their price-to-forward sales accordingly. https://twitter.com/i/web/status/2016862169405456604"
X Link 2026-01-29T13:13Z [---] followers, [----] engagements
"$PATH is being dragged down pre-market by $NOW and the continued software sell-off. I expect unimpressive price action for $PATH until their Q4 earnings call in March (barring some sort of other news catalyst). This presents a great time to accumulate shares for long-term investors. The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. The software sell-off continues"
X Link 2026-01-29T13:34Z [---] followers, [----] engagements
"$NOW is leading the SaaS sell-off today. $PATH is still getting lumped in. But PATH's revenue multiple is so cheap I think they have to hit a floor soon (I'm shocked it even made it into the $13s pre-market). I still think we see a major reversal in PATH trajectory after the next earnings call and it gaps up. https://twitter.com/i/web/status/2016870117678669924 https://twitter.com/i/web/status/2016870117678669924"
X Link 2026-01-29T13:44Z [---] followers, [---] engagements
"@juiceboxlines @KrRishabh_ $PATH hit $19.84 after their last earnings report. I could easily see new 52-week highs (i.e. move into the $20s) with no looking back"
X Link 2026-01-29T14:38Z [---] followers, [---] engagements
"@therealandyha Absolutely. Software stocks are a stock picker's market right now. Some selloffs are justified but $PATH has no business being this cheap. Price-to-sales of 4x while revenue growth is accelerating and the overall TAM is growing is wild"
X Link 2026-01-31T04:49Z [---] followers, [---] engagements
"$PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". While it's interesting to see tens of thousands of agents pulling data connecting to APIs and making posts to the platform I view most of the "social" aspect as a marketing gimmick considering these agents are not socially aware. The viral factor is that Moltbook is creating a platform where all of these agents can"
X Link 2026-02-01T21:45Z [---] followers, [----] engagements
"$PATH is the anti #moltbook. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network""
X Link 2026-02-02T01:10Z [---] followers, [---] engagements
"@jminvesting Yeah I hope CTOs around the world are paying attention to OpenClaw and asking themselves how they can have agentic automation in their enterprise without the security risks.enter $PATH"
X Link 2026-02-02T03:39Z [---] followers, [---] engagements
"@wealthmatica @thatsmyquant_ Absolutely. Patiently waiting for the market to stop sleeping on $PATH. I think their next earnings report in March may be the catalyst we've been waiting for"
X Link 2026-02-02T18:17Z [---] followers, [---] engagements
"An underappreciated aspect of rocket development is infrastructure buildout to scale production. $RKLB is putting on a masterclass. Very excited to see Neutron hit the pad this year and ultimately scale production. Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we employed for Electron now one of the most frequently launched https://t.co/4QAFTvPti2 Introducing a disruptive new launch capability requires more than just building a new"
X Link 2026-02-03T22:35Z [---] followers, [---] engagements
"Technical Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is greatly benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology."
X Link 2026-02-04T03:14Z [---] followers, [--] engagements
"Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology."
X Link 2026-02-04T03:27Z [---] followers, [----] engagements
"This is why $PATH is an easy buy. Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows"
X Link 2026-02-04T03:39Z [---] followers, [----] engagements
"@ASchulz888 100% agree. $PATH is currently my highest conviction investment"
X Link 2026-02-04T04:20Z [---] followers, [---] engagements
"At minimum upselling existing customers makes them a safe buy with upside. But I believe they're setup to be a leader in agentic orchestration too - potential massive multi-bagger with very little downside risk from current levels. We'll know soon if their agentic orchestration is gaining traction. https://x.com/i/status/2018889225735664072 https://x.com/i/status/2018889225735664072"
X Link 2026-02-04T04:34Z [---] followers, [---] engagements
"@amitisinvesting Check out $PATH. Very little downside with lots of upside. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is"
X Link 2026-02-04T05:58Z [---] followers, [---] engagements
"Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. This tells me $12 is likely close to the bottom for $PATH. https://twitter.com/i/web/status/2019128348249632861 https://twitter.com/i/web/status/2019128348249632861"
X Link 2026-02-04T19:18Z [---] followers, [----] engagements
"@petervasquez9 Yeah so $PATH ended with 73% higher volume than an average day. And it's price closed up 1.48%. Could be a signal that we're nearing a bottom. No guarantees but I like the looks of it"
X Link 2026-02-04T23:47Z [---] followers, [---] engagements
"$PATH ended with 73% higher volume than an average day. And its price closed up 1.48%. No guarantees of a bottom but I like the looks of it. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That"
X Link 2026-02-04T23:50Z [---] followers, [----] engagements
"@MarketMatrixs $PATH Wave [--] catalyst will likely be Q4 ER in March.assuming continued revenue growth acceleration and strong guidance for FY 2027"
X Link 2026-02-05T00:09Z [---] followers, [---] engagements
"The market is preparing for the new Fed chair nominee Kevin Warsh. This is a very informative video by @UnrivaledInvest that could help explain some of the multiple compression we're currently seeing in tech. Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp"
X Link 2026-02-05T00:24Z [---] followers, [---] engagements
"@wealthmatica Might want to consider more $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this"
X Link 2026-02-05T00:57Z [---] followers, [---] engagements
"Sorry but I have to keep it real. $DUOL doesn't have a moat. And the elephant in the room.no one learns to speak languages fluently using $DUOL anyway. Not trying to kick the stock while it's down but I honestly don't see the moat or allure. We're quickly entering a world where anyone can vibe code a custom app quickly that's tailored to their specific needs. All of the data $DUOL has won't matter if individuals just use an agent to build themselves a custom learning app. Can someone tell me why I'm wrong https://twitter.com/i/web/status/2019247458157519249"
X Link 2026-02-05T03:11Z [---] followers, [----] engagements
"And to pile on to my $DUOL rant. The only argument I can see for a moat is that their customer data is so deep and vast that they can build the world's leading foundational educational model.this would truly be valuable. But does anyone believe the customer data collected by $DUOL is that valuable for deep learning Maybe I'm missing something but based on the extent of my interaction with $DUOL.the data they collect isn't earth shattering. I would imagine Khan Academy Kaplan and other educational platforms probably have much richer educational data that could be used for deeper foundational"
X Link 2026-02-05T04:25Z [---] followers, [---] engagements
"@KrRishabh_ 💯. This has now become a stock picker's market for software stocks. They're not all built equal. The sell-off is warranted for some and not for others. As you know I am with you on $PATH"
X Link 2026-02-05T05:00Z [---] followers, [---] engagements
"Thanks for the response - I appreciate the dialouge. The reason why I ask what $DUOL's moat is: if they don't have one they're bound to see their user base and/or margins decline over time. On your first point about gamification and dopamine loops. I don't disagree that $DUOL does that well but there are many other gaming apps that have mastered this too. If many others have figured out the nuances of gamification and dopamine loops then it's not a strong moat for $DUOL. What is stopping another mobile gaming company from leveraging their dopamine loop expertise and using AI to quickly"
X Link 2026-02-05T13:18Z [---] followers, [---] engagements
"@hypergrowth102 $PATH is my highest conviction investment. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-05T14:37Z [---] followers, [----] engagements
"@bedroomboogie @hypergrowth102 https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-05T14:37Z [---] followers, [---] engagements
"@bedroomboogie @hypergrowth102 "Nonsense already from the header". What an insightful response you provided. Did you even read the article Your argument of there not being "top AI researchers at $PATH" isn't even one of the points made in the article so I'm assuming you didn't read it. Have a good day"
X Link 2026-02-05T14:47Z [---] followers, [---] engagements
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