[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jakebrowatzke Jake Browatzke π Jake Browatzke π posts on X about $path, $lmnd, ai, $paths the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::244848653/interactions)  - X Week XXXXXXX +10% - X Month XXXXXXXXX +155% - X Months XXXXXXXXX +1,247% - X Year XXXXXXXXX +745% ### Mentions: XX [#](/creator/twitter::244848653/posts_active)  - X Week XXX -XX% - X Month XXX +99% - X Months XXXXX +939% - X Year XXXXX +535% ### Followers: XXXXXX [#](/creator/twitter::244848653/followers)  - X Week XXXXXX +5.90% - X Month XXXXXX +9.60% - X Months XXXXXX +35% - X Year XXXXXX +38% ### CreatorRank: XXXXXXX [#](/creator/twitter::244848653/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) #5807 [cryptocurrencies](/list/cryptocurrencies) #2602 [stocks](/list/stocks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [technology brands](/list/technology-brands) XXXX% [social networks](/list/social-networks) XXXX% [exchanges](/list/exchanges) #3758 **Social topic influence** [$path](/topic/$path) #3, [$lmnd](/topic/$lmnd) #74, [ai](/topic/ai) 5.31%, [$paths](/topic/$paths) #1, [$four](/topic/$four) #4, [$odd](/topic/$odd) #1, [if you](/topic/if-you) 1.93%, [10x](/topic/10x) #3, [bullish](/topic/bullish) #221, [ceo](/topic/ceo) #1946 **Top accounts mentioned or mentioned by** [@danieldines](/creator/undefined) [@uipath](/creator/undefined) [@yochana42437421](/creator/undefined) [@davyinvests](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@neo8634](/creator/undefined) [@letushead](/creator/undefined) [@guyaltman](/creator/undefined) [@aviagrawaal](/creator/undefined) [@bjmtweets](/creator/undefined) [@howtoinvest_jb](/creator/undefined) [@neil_x10](/creator/undefined) [@gialloxmr](/creator/undefined) [@100acresranch](/creator/undefined) [@jminvestment0](/creator/undefined) [@paperbaginvest](/creator/undefined) [@slipperyklown](/creator/undefined) [@neilx10](/creator/undefined) [@the_greenseeker](/creator/undefined) [@under10sniper](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [4 (FOUR)](/topic/$four) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Tesla, Inc. (TSLA)](/topic/$tsla) [Palantir (PLTR)](/topic/$pltr) [Monero (XMR)](/topic/$xmr) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [The Root Network (ROOT)](/topic/$root) [Bitcoin (BTC)](/topic/bitcoin) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Rubrik, Inc. (RBRK)](/topic/$rbrk) ### Top Social Posts Top posts by engagements in the last XX hours "After XXX hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in" [X Link](https://x.com/jakebrowatzke/status/1989962381062242772) 2025-11-16T07:42Z 39.9K followers, 156.1K engagements "Here is my recommendation for content to watch if you only have X hours to research $PATH X. Interview #1 with CEO and Founder Daniel Dines: X. Interview #2 with CEO and Founder Daniel Dines: X. Last earnings call for lots of color on how the business is doing today: X. Product demo of $PATH's new AI orchestration platform Maestro: X. Interview of myself about my research and thoughts on $PATH: X. Customer interview about saving 550000 hours of work per year with UIPath: X. Customer interview about making better executive decisions thanks to AI insights from UIPath: X. Customer interview" [X Link](https://x.com/jakebrowatzke/status/1990253585649533373) 2025-11-17T03:00Z 39.9K followers, 83.2K engagements "It's becoming clear to me that people don't actually know what $PATH does π 1.7k likes on this post and people are saying in the comments that Tesla will beat UiPath in humanoid robot software ππ" [X Link](https://x.com/jakebrowatzke/status/1995765322675003405) 2025-12-02T08:01Z 39.9K followers, 15.8K engagements "$PATH Q3 FY26 earnings expectations (for tomorrow after market close): Analysts expect XXXX% growth in earnings to XXXX per share and XXXX% growth in revenue to $XXXXXX million. What is known - Over the last four quarters UiPath has surpassed consensus EPS estimates every time. In the most recently reported quarter actual EPS was about XXXX versus an estimate near XXXX and revenue was about XXXXX million versus estimates around 347348 million both representing clear beats. Recent analyst commentary describes the latest report as a beat and raise quarter with management lifting full year" [X Link](https://x.com/jakebrowatzke/status/1995934937304674478) 2025-12-02T19:15Z 39.9K followers, 8338 engagements "$PATH CEO and Founder @danieldines tells Bloomberg that analysts are "totally wrong" in thinking that UiPath's subscription business is threatened by AI. AI "actually helps IMPROVE our subscription business" he explains to Wallstreet. For them to understand why they would need to understand Maestro. But that would take actual leg work. Better to just wait for the stock to go up and then buy it because everyone else is π" [X Link](https://x.com/jakebrowatzke/status/1996846679585108077) 2025-12-05T07:38Z 39.9K followers, 22.4K engagements "Our expected 5-year return on my X biggest positions A XX% CAGR (compound annual growth rate) 3.7x's your value over X years. $LMND is right at a XX% CAGR a great buy and hold that will destroy the overall market. $PATH is disrespectfully undervalued offering a 6.7x returnπ" [X Link](https://x.com/jakebrowatzke/status/1997022266568392850) 2025-12-05T19:16Z 39.9K followers, 6210 engagements "$PATH will break $XX $LMND will break $XX It's not a matter of if but when My guess is soon" [X Link](https://x.com/jakebrowatzke/status/1997043949199061481) 2025-12-05T20:42Z 39.9K followers, 8165 engagements "$ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells for an EV (enterprise value) to look through earnings of 10.9x while guiding for multiple years of 20%+ topline growth through the launch of four new upcoming brands" [X Link](https://x.com/jakebrowatzke/status/1988259809867518274) 2025-11-11T14:57Z 39.9K followers, 18.2K engagements "@HolySmokas +$3.82M You should look into $PATH btw. $LMND too on any pullbacks" [X Link](https://x.com/jakebrowatzke/status/1996692081155494262) 2025-12-04T21:24Z 39.9K followers, 5023 engagements "Just bought +$387k $PATH shares. I have no opinion about where we're headed short term but long-term we're still in my "buy heavy daily" range. UiPaths expected 5-year return is still the highest in our spreadsheet" [X Link](https://x.com/jakebrowatzke/status/1996983079076757933) 2025-12-05T16:40Z 39.9K followers, 16.4K engagements "Our model now expects a XX% growth rate exiting 2026 (next year) ramping up to XX% within X years before deceleration begins. In my opinion this is still a highly conservative model as it assumes that $PATH continues to lose substantial automation market share in this fast growing market. This assumption is extremely bearish in my opinion because UiPath has the best AI orchestration product on the market today" [X Link](https://x.com/jakebrowatzke/status/1997005251396743359) 2025-12-05T18:08Z 39.9K followers, 3728 engagements "In a few years but people will look back and say to themselves "Imagine if I could go back in time and buy $PATH under a $10B market cap." Some things are obvious in hindsight to all but only in foresight to some. π’" [X Link](https://x.com/jakebrowatzke/status/1997025842329739551) 2025-12-05T19:30Z 39.9K followers, 8071 engagements "UiPath's founder and CEO Daniel Dines has hinted that $PATH IS moving toward outcome based deals just like $PLTR does. When you can provide such insane incredmental profit to customers it's the only fair way to price. And it makes selling a piece of cake as customers only need to pay out of directly created savings. Thus customers take on zero risk. Daniel mentioned outcome based pricing in this interview during Fusion and again during the Q3 earnings call this week" [X Link](https://x.com/jakebrowatzke/status/1997380272703303755) 2025-12-06T18:59Z 39.9K followers, 9609 engagements "Thank you Jesus for not treating me as my sins deserve. Help me to glorify your name π $PATH up XX% so far today π₯π" [X Link](https://x.com/jakebrowatzke/status/1996628869248606260) 2025-12-04T17:13Z 39.9K followers, 28.9K engagements "BREAKING: We've finished updating our $PATH model after Q3 earnings. Fair value for $PATH today is $XX based on a XX% discount rate on our 5-year price target of $XXXXXX Fair value is $XX today based on a XX% discount rate on our 10-year price target of $XXXXXX. THANK YOU FOR YOUR ATTENTION TO THIS MATTER" [X Link](https://x.com/jakebrowatzke/status/1997003075748614404) 2025-12-05T18:00Z 39.9K followers, 41K engagements "$PATH's story has day X vibes. No one is paying attention. Analysts don't show up to calls. They are the underdog. This is how every heroes' journey starts. The stock is down -XX% yet Maestro's first large deployment will save a customer $67M a year. Countdown to liftoff π" [X Link](https://x.com/jakebrowatzke/status/1997563095359865129) 2025-12-07T07:05Z 39.9K followers, 4839 engagements "I now own XXX% of Oddity $ODD Israeli entrepreneurs are some of the best in the world ππ (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) π" [X Link](https://x.com/jakebrowatzke/status/1987905033967419565) 2025-11-10T15:27Z 39.6K followers, 9387 engagements "When a company is trading 10x earnings it yields a XX% return per year to owners WITHOUT top line growth. $FOUR $ODD and $PATH ALL trade at an EV (enterprise value) to look through earnings (expected profit margin at maturity applied to trailing twelve month revenue) of 10.4x-11.1x All are growing top line 20%+ long term. This is why I am confident all will yield 30%+ annualized returns from here" [X Link](https://x.com/jakebrowatzke/status/1988264734747918338) 2025-11-11T15:17Z 39.6K followers, 10.7K engagements "Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand X will launch in 2026" [X Link](https://x.com/jakebrowatzke/status/1988281268065497431) 2025-11-11T16:22Z 39.6K followers, 10.5K engagements "Companies with AI data training flywheels will dominate every category in the coming agentic age. The opportunity for disruption has never been greater $ODD" [X Link](https://x.com/jakebrowatzke/status/1988309242823274533) 2025-11-11T18:13Z 39.6K followers, 4650 engagements "Congrats to all $ODD shareholders on great earnings Triple beat and guidance raise on the launch of a new brand to compete against $HIMS π₯ Stock up XX% so far in after-hours π I own 40k+ shares" [X Link](https://x.com/jakebrowatzke/status/1991255947235217627) 2025-11-19T21:23Z 39.6K followers, 6874 engagements "$FOUR up X% ππ" [X Link](https://x.com/jakebrowatzke/status/1991912859211878905) 2025-11-21T16:53Z 39.7K followers, 9413 engagements "$PATH is guiding for net new ARR growth to return to re-acceleration by Q4. I totally understand wanting to wait but you won't be buying the stock at $XX. If you're okay with that and want to be absolutely sure waiting for the Maestro story to play out will still yield you incredible returns. But missing the first 2x turns a 100x into a 50x. Also I want to stress that this is one of the most trustworthy managements out there. I've been following them for several years. When things were about to get worse in 2024 @danieldines clearly told us he expected continued deterioration. So when he's" [X Link](https://x.com/jakebrowatzke/status/1993741604851741105) 2025-11-26T18:00Z 39.6K followers, 26K engagements "@Futureztocks No i haven't sold any more $LMND" [X Link](https://x.com/jakebrowatzke/status/1995953933848904113) 2025-12-02T20:31Z 39.6K followers, XXX engagements "@thexerxers @Neil_X10 I was holding $HIMS mostly before $LMND" [X Link](https://x.com/jakebrowatzke/status/1996632357601005583) 2025-12-04T17:27Z 39.6K followers, XXX engagements "@RevnoProduction Still XX% in $LMND but almost all $PATH" [X Link](https://x.com/jakebrowatzke/status/1996632723579179066) 2025-12-04T17:28Z 39.7K followers, 1094 engagements "The aha moment is taking a step back and realizing that if a single early deployment of Maestro can save a company $200M over X years from a single workflow and $PATH's current total ARR is only $1.8B where do you think things go long term Deployed throughout that entire company (say 10x more use cases) UiPath could create $2B in value over X years for a single customer. Even if you think this example is crazy think about how much bigger UiPath will become across even the XXX customers currently paying over $1M a year if $PATH could save all $100m. That's $33B in savings over X years. How" [X Link](https://x.com/jakebrowatzke/status/1996772066364674393) 2025-12-05T02:42Z 39.7K followers, XXX engagements "This is why I love being invested in $LMND's @shai_wininger and $PATH's @danieldines. If you can't get over Daniel's accent and the fact that he's speaking his non-native tongue to see how insanely high his IQ is then you aren't paying enough attention to his words. He's a humble genius" [X Link](https://x.com/jakebrowatzke/status/1997018529971781975) 2025-12-05T19:01Z 39.7K followers, 1003 engagements "@qualtrim Daniel Dines and his team have started to cook. Big shoutout to $PATH's CTO as well another Ex-Microsoft genius" [X Link](https://x.com/jakebrowatzke/status/1997019323471482922) 2025-12-05T19:04Z 39.6K followers, XXX engagements "Contrary to popular belief AI will not make human workers obsolete but instead will give them superpowers. That's why I'm long $FVRR π Fiverr trades at an EV to look through earnings of just 3.7x while growing topline double digits" [X Link](https://x.com/jakebrowatzke/status/1983219567708029271) 2025-10-28T17:09Z 39.8K followers, 4423 engagements "It's wild to me that while many stocks are at or near 52-week highs A crazy number are also sitting near 52-week and even all-time lows. while simultaneously bringing in record revenue and profit π€― For example: $FVRR $FOUR and $HNST I've rarely seen an "overvalued" market with this level of screaming opportunity" [X Link](https://x.com/jakebrowatzke/status/1983611837271728153) 2025-10-29T19:08Z 39.8K followers, 15.4K engagements "π YouTube knows the hours i put in better than anyone" [X Link](https://x.com/jakebrowatzke/status/1996507342981251137) 2025-12-04T09:10Z 39.7K followers, 3988 engagements "10x YTD without options π€―" [X Link](https://x.com/jakebrowatzke/status/1996523483279262156) 2025-12-04T10:14Z 39.8K followers, 91.4K engagements "Just added XXX new members to the $PATH investor community π Welcome everyone Hope you're all having a wonderful day β€" [X Link](https://x.com/jakebrowatzke/status/1996630626758545644) 2025-12-04T17:20Z 39.7K followers, 6783 engagements "While pullbacks are always possible and I don't recommend leverage or options it is not too late to buy $PATH We are still at dirt cheap valuations with an accelerating growth rate currently at XX% which is still higher today than the new EV/to look through earnings of 15x after today's pop. This is not one of those situations where you've missed it. You're still VERY early in the @UiPath agentic AI orchestration story. I will personally continue buying shares over the next few days and weeks" [X Link](https://x.com/jakebrowatzke/status/1996641287466856471) 2025-12-04T18:02Z 39.8K followers, 13.6K engagements "@bjmtweets @tfanalytics1 You are very wrong on this one Brian. I am sensing an attempted self validation of a missed opportunity. But this sort of thinking will only guarantee the opportunity is indeed missed" [X Link](https://x.com/jakebrowatzke/status/1996733847539765271) 2025-12-05T00:10Z 39.8K followers, XXX engagements "Obviously our model can and will be off but it should be directionally correct. (For $PATH for example it is likely greatly underappreciating the actual growth rate they will be able to reach) But I still find the exercise highly valuable because it helps me to think about things in a much longer time frame than most of the market putting small moves into perspective" [X Link](https://x.com/jakebrowatzke/status/1997023120960455156) 2025-12-05T19:19Z 39.7K followers, 2062 engagements "@Ironic_Ape @TweetVals I bought a little $LMND back today π We'll break $XX eventually" [X Link](https://x.com/jakebrowatzke/status/1997050352848216557) 2025-12-05T21:08Z 39.7K followers, 1176 engagements "$LMND's co-founder keeps posting about humanoid robots. My opinion is that besides the fact that they're super cool he sees humanoids as a huge future insurance opportunity" [X Link](https://x.com/jakebrowatzke/status/1993018497774035198) 2025-11-24T18:06Z 39.8K followers, 25.8K engagements "@ShakaStocks Haha that wasn't me. I have a feeling some big institutions are buying. A hedge fund that owns over $100M of $LMND shares recently DM'd me asking for my $PATH thesis" [X Link](https://x.com/jakebrowatzke/status/1995541237739196642) 2025-12-01T17:11Z 39.8K followers, XXX engagements "$PATH's TAM is $XX trillion today $LMND's TAM is $X trillion today Both of these companies can still 100x-1000x from their current sizes" [X Link](https://x.com/jakebrowatzke/status/1995965351637745803) 2025-12-02T21:16Z 39.8K followers, 3990 engagements "@MadsLRosendal I think $PATH is eating their lunch. Thankfully only a few hours before we get confirmation either way" [X Link](https://x.com/jakebrowatzke/status/1996229538590675317) 2025-12-03T14:46Z 39.8K followers, 1104 engagements "@nicrypto Many years back I helped my parents buy some BTC and ETH on Coinbase. This year we moved everything to Kraken and converted it entirely into $XMR" [X Link](https://x.com/jakebrowatzke/status/1997506746538226143) 2025-12-07T03:21Z 39.9K followers, XXX engagements "Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin" [X Link](https://x.com/jakebrowatzke/status/1986428471761899971) 2025-11-06T13:40Z 39.8K followers, 155.4K engagements "Peter Lynch's primary rule of thumb was that a fairly valued company should have its P/E ratio equal to its earnings growth rate which means a PEG (Price Earnings Growth) ratio of X or below is ideal. $FOUR stock PEG ratio: XXXX THANK YOU FOR YOUR ATTENTION TO THIS MATTER" [X Link](https://x.com/jakebrowatzke/status/1987340164834701727) 2025-11-09T02:03Z 39.8K followers, 12.9K engagements "$FOUR has touched near its technical support line. Great buy zone Fundamentally great deal as it's selling for $5.7B and guiding for $1B in free cash flow runrate exiting 2027" [X Link](https://x.com/jakebrowatzke/status/1990815266033250759) 2025-11-18T16:12Z 39.8K followers, 3619 engagements "There seems to be a sentiment that there is no proof that $PATH's Maestro is going to be a winner in the market. First I would disagree that there haven't been signs in the numbers yet. (Image shows how this was the first Q2 in four years with quarter over quarter acceleration from Q1 as Q2 is historically $Path's worst quarter of the year.) We also have videos of @danieldines clearly saying $PATH is seeing more customer interest for automation than EVER before. Daniel is someone I fully trust. When things were about to get worse a few years ago he told us explicitly that he expected things" [X Link](https://x.com/jakebrowatzke/status/1992680434778444021) 2025-11-23T19:43Z 39.8K followers, 9006 engagements "NEXT 10X AI STOCK - $PATH Q3 2026 Earnings Live" [X Link](https://x.com/jakebrowatzke/status/1996303540722024808) 2025-12-03T19:40Z 39.9K followers, 50.8K engagements "@Rothmus This doesn't work for Bitcoin if you bought you're BTC through a KYC'd exchange. However buying $XMR on Kraken then moving it to a Monero wallet like @cakewallet and a simple "I'm sorry honey. I lost my Monero in the prediction markets" and it's over. Untraceable" [X Link](https://x.com/jakebrowatzke/status/1997155303352377438) 2025-12-06T04:05Z 39.9K followers, 3384 engagements "Back in Jun 2024 @alc2022 was on to something regarding $PATH. He wasn't wrong. He was seeing everything clearly - way ahead of the curve. But being too early can feel like being wrong. Now UiPath's Maestro is out it works and customers love it. The time has finally come π" [X Link](https://x.com/jakebrowatzke/status/1997573459237626138) 2025-12-07T07:46Z 39.9K followers, 20.2K engagements "@DarioBundi From their Q3 earnings call. $67m a year is $200m over X years which they mentioned" [X Link](https://x.com/jakebrowatzke/status/1997726314036707466) 2025-12-07T17:54Z 39.9K followers, XX engagements "Q4 is going to be insane for $PATH Not because Maestro revenue will be kicking in meaningfully yet. The guide is for another quarter of around XX% revenue growth in Q4 so I expect only a X% acceleration to around XX% on a nice topline beat for a final sleepy quarter before things get really exciting. Remember management has said multiple times that Maestro will not begin contributing meaningfully until next year. "Wait I thought you said Q4 would be insane" Q4 will be insane because it's going to be the first quarter we get guidance for calendar year 2026 (FY27). Guidance is what gets" [X Link](https://x.com/jakebrowatzke/status/1997744555798483332) 2025-12-07T19:06Z 39.9K followers, 22.7K engagements "Happy Monday everyone $PATH DCA continues. +$630k" [X Link](https://x.com/jakebrowatzke/status/1998044666223382737) 2025-12-08T14:59Z 39.9K followers, 3244 engagements "I have unpinned the $PATH Q3 earnings livestream from the community. In total we had 13000+ people watch live on X 9k watch the X replay and another 13k watch on YouTube for 35k total viewers. My guess is we increased the reach of $PATH's earnings call by an order of magnitude. Hope everyone had a chance to watch who wanted" [X Link](https://x.com/jakebrowatzke/status/1998046959731446263) 2025-12-08T15:08Z 39.9K followers, 3786 engagements "@mattscottcap That's a good one. Perhaps $PATH $LMND $FOUR" [X Link](https://x.com/jakebrowatzke/status/1998055241317572760) 2025-12-08T15:41Z 39.9K followers, XXX engagements "Full portfolio update as of Dec 8th: Still adding as many $PATH shares as possible under $XX while we only trade around 15x look through earnings (which is a steal in my opinion). Holding $LMND. Re-added my positions in $ODD and $FOUR though likely won't worry about growing them until their 5-year forward return expectations get higher than $PATH's either via $PATH going up a ton in the short term or $ODD and $FOUR pulling back more. Hope everyone appreciates the transparency β€π" [X Link](https://x.com/jakebrowatzke/status/1998057537413746799) 2025-12-08T15:50Z 39.9K followers, 5285 engagements "@DAVYinvests It's very underrated. Not quite the explosive economy transforming potential of $PATH but they're building some very strong brands with powerful subscription based business models. I'm a big fan of recurring revenue solid growth and cheap valuations" [X Link](https://x.com/jakebrowatzke/status/1998060695833694304) 2025-12-08T16:02Z 39.9K followers, XXX engagements "I would be so sad if $PATH was acquired for 11x sales. Yes it would be nearly a double from today's price but I'm here for the 50x-100x π" [X Link](https://x.com/jakebrowatzke/status/1998062759422955541) 2025-12-08T16:10Z 39.9K followers, 4796 engagements
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@jakebrowatzke Jake Browatzke πJake Browatzke π posts on X about $path, $lmnd, ai, $paths the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #5807 cryptocurrencies #2602 stocks XXXX% automotive brands XXXX% technology brands XXXX% social networks XXXX% exchanges #3758
Social topic influence $path #3, $lmnd #74, ai 5.31%, $paths #1, $four #4, $odd #1, if you 1.93%, 10x #3, bullish #221, ceo #1946
Top accounts mentioned or mentioned by @danieldines @uipath @yochana42437421 @davyinvests @caesarcapitalz @neo8634 @letushead @guyaltman @aviagrawaal @bjmtweets @howtoinvest_jb @neil_x10 @gialloxmr @100acresranch @jminvestment0 @paperbaginvest @slipperyklown @neilx10 @the_greenseeker @under10sniper
Top assets mentioned UiPath, Inc. (PATH) Lemonade, Inc. (LMND) 4 (FOUR) ODDITY Tech Ltd. Class A Ordinary Shares (ODD) Hims & Hers Health, Inc. (HIMS) Tesla, Inc. (TSLA) Palantir (PLTR) Monero (XMR) Coinbase Global, Inc. (COIN) The Root Network (ROOT) Bitcoin (BTC) Confluent, Inc. Class A Common Stock (CFLT) Rubrik, Inc. (RBRK)
Top posts by engagements in the last XX hours
"After XXX hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in"
X Link 2025-11-16T07:42Z 39.9K followers, 156.1K engagements
"Here is my recommendation for content to watch if you only have X hours to research $PATH X. Interview #1 with CEO and Founder Daniel Dines: X. Interview #2 with CEO and Founder Daniel Dines: X. Last earnings call for lots of color on how the business is doing today: X. Product demo of $PATH's new AI orchestration platform Maestro: X. Interview of myself about my research and thoughts on $PATH: X. Customer interview about saving 550000 hours of work per year with UIPath: X. Customer interview about making better executive decisions thanks to AI insights from UIPath: X. Customer interview"
X Link 2025-11-17T03:00Z 39.9K followers, 83.2K engagements
"It's becoming clear to me that people don't actually know what $PATH does π
1.7k likes on this post and people are saying in the comments that Tesla will beat UiPath in humanoid robot software ππ"
X Link 2025-12-02T08:01Z 39.9K followers, 15.8K engagements
"$PATH Q3 FY26 earnings expectations (for tomorrow after market close): Analysts expect XXXX% growth in earnings to XXXX per share and XXXX% growth in revenue to $XXXXXX million. What is known - Over the last four quarters UiPath has surpassed consensus EPS estimates every time. In the most recently reported quarter actual EPS was about XXXX versus an estimate near XXXX and revenue was about XXXXX million versus estimates around 347348 million both representing clear beats. Recent analyst commentary describes the latest report as a beat and raise quarter with management lifting full year"
X Link 2025-12-02T19:15Z 39.9K followers, 8338 engagements
"$PATH CEO and Founder @danieldines tells Bloomberg that analysts are "totally wrong" in thinking that UiPath's subscription business is threatened by AI. AI "actually helps IMPROVE our subscription business" he explains to Wallstreet. For them to understand why they would need to understand Maestro. But that would take actual leg work. Better to just wait for the stock to go up and then buy it because everyone else is π"
X Link 2025-12-05T07:38Z 39.9K followers, 22.4K engagements
"Our expected 5-year return on my X biggest positions A XX% CAGR (compound annual growth rate) 3.7x's your value over X years. $LMND is right at a XX% CAGR a great buy and hold that will destroy the overall market. $PATH is disrespectfully undervalued offering a 6.7x returnπ"
X Link 2025-12-05T19:16Z 39.9K followers, 6210 engagements
"$PATH will break $XX $LMND will break $XX It's not a matter of if but when My guess is soon"
X Link 2025-12-05T20:42Z 39.9K followers, 8165 engagements
"$ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells for an EV (enterprise value) to look through earnings of 10.9x while guiding for multiple years of 20%+ topline growth through the launch of four new upcoming brands"
X Link 2025-11-11T14:57Z 39.9K followers, 18.2K engagements
"@HolySmokas +$3.82M You should look into $PATH btw. $LMND too on any pullbacks"
X Link 2025-12-04T21:24Z 39.9K followers, 5023 engagements
"Just bought +$387k $PATH shares. I have no opinion about where we're headed short term but long-term we're still in my "buy heavy daily" range. UiPaths expected 5-year return is still the highest in our spreadsheet"
X Link 2025-12-05T16:40Z 39.9K followers, 16.4K engagements
"Our model now expects a XX% growth rate exiting 2026 (next year) ramping up to XX% within X years before deceleration begins. In my opinion this is still a highly conservative model as it assumes that $PATH continues to lose substantial automation market share in this fast growing market. This assumption is extremely bearish in my opinion because UiPath has the best AI orchestration product on the market today"
X Link 2025-12-05T18:08Z 39.9K followers, 3728 engagements
"In a few years but people will look back and say to themselves "Imagine if I could go back in time and buy $PATH under a $10B market cap." Some things are obvious in hindsight to all but only in foresight to some. π’"
X Link 2025-12-05T19:30Z 39.9K followers, 8071 engagements
"UiPath's founder and CEO Daniel Dines has hinted that $PATH IS moving toward outcome based deals just like $PLTR does. When you can provide such insane incredmental profit to customers it's the only fair way to price. And it makes selling a piece of cake as customers only need to pay out of directly created savings. Thus customers take on zero risk. Daniel mentioned outcome based pricing in this interview during Fusion and again during the Q3 earnings call this week"
X Link 2025-12-06T18:59Z 39.9K followers, 9609 engagements
"Thank you Jesus for not treating me as my sins deserve. Help me to glorify your name π $PATH up XX% so far today π₯π"
X Link 2025-12-04T17:13Z 39.9K followers, 28.9K engagements
"BREAKING: We've finished updating our $PATH model after Q3 earnings. Fair value for $PATH today is $XX based on a XX% discount rate on our 5-year price target of $XXXXXX Fair value is $XX today based on a XX% discount rate on our 10-year price target of $XXXXXX. THANK YOU FOR YOUR ATTENTION TO THIS MATTER"
X Link 2025-12-05T18:00Z 39.9K followers, 41K engagements
"$PATH's story has day X vibes. No one is paying attention. Analysts don't show up to calls. They are the underdog. This is how every heroes' journey starts. The stock is down -XX% yet Maestro's first large deployment will save a customer $67M a year. Countdown to liftoff π"
X Link 2025-12-07T07:05Z 39.9K followers, 4839 engagements
"I now own XXX% of Oddity $ODD Israeli entrepreneurs are some of the best in the world ππ (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) π"
X Link 2025-11-10T15:27Z 39.6K followers, 9387 engagements
"When a company is trading 10x earnings it yields a XX% return per year to owners WITHOUT top line growth. $FOUR $ODD and $PATH ALL trade at an EV (enterprise value) to look through earnings (expected profit margin at maturity applied to trailing twelve month revenue) of 10.4x-11.1x All are growing top line 20%+ long term. This is why I am confident all will yield 30%+ annualized returns from here"
X Link 2025-11-11T15:17Z 39.6K followers, 10.7K engagements
"Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand X will launch in 2026"
X Link 2025-11-11T16:22Z 39.6K followers, 10.5K engagements
"Companies with AI data training flywheels will dominate every category in the coming agentic age. The opportunity for disruption has never been greater $ODD"
X Link 2025-11-11T18:13Z 39.6K followers, 4650 engagements
"Congrats to all $ODD shareholders on great earnings Triple beat and guidance raise on the launch of a new brand to compete against $HIMS π₯ Stock up XX% so far in after-hours π I own 40k+ shares"
X Link 2025-11-19T21:23Z 39.6K followers, 6874 engagements
"$FOUR up X% ππ"
X Link 2025-11-21T16:53Z 39.7K followers, 9413 engagements
"$PATH is guiding for net new ARR growth to return to re-acceleration by Q4. I totally understand wanting to wait but you won't be buying the stock at $XX. If you're okay with that and want to be absolutely sure waiting for the Maestro story to play out will still yield you incredible returns. But missing the first 2x turns a 100x into a 50x. Also I want to stress that this is one of the most trustworthy managements out there. I've been following them for several years. When things were about to get worse in 2024 @danieldines clearly told us he expected continued deterioration. So when he's"
X Link 2025-11-26T18:00Z 39.6K followers, 26K engagements
"@Futureztocks No i haven't sold any more $LMND"
X Link 2025-12-02T20:31Z 39.6K followers, XXX engagements
"@thexerxers @Neil_X10 I was holding $HIMS mostly before $LMND"
X Link 2025-12-04T17:27Z 39.6K followers, XXX engagements
"@RevnoProduction Still XX% in $LMND but almost all $PATH"
X Link 2025-12-04T17:28Z 39.7K followers, 1094 engagements
"The aha moment is taking a step back and realizing that if a single early deployment of Maestro can save a company $200M over X years from a single workflow and $PATH's current total ARR is only $1.8B where do you think things go long term Deployed throughout that entire company (say 10x more use cases) UiPath could create $2B in value over X years for a single customer. Even if you think this example is crazy think about how much bigger UiPath will become across even the XXX customers currently paying over $1M a year if $PATH could save all $100m. That's $33B in savings over X years. How"
X Link 2025-12-05T02:42Z 39.7K followers, XXX engagements
"This is why I love being invested in $LMND's @shai_wininger and $PATH's @danieldines. If you can't get over Daniel's accent and the fact that he's speaking his non-native tongue to see how insanely high his IQ is then you aren't paying enough attention to his words. He's a humble genius"
X Link 2025-12-05T19:01Z 39.7K followers, 1003 engagements
"@qualtrim Daniel Dines and his team have started to cook. Big shoutout to $PATH's CTO as well another Ex-Microsoft genius"
X Link 2025-12-05T19:04Z 39.6K followers, XXX engagements
"Contrary to popular belief AI will not make human workers obsolete but instead will give them superpowers. That's why I'm long $FVRR π Fiverr trades at an EV to look through earnings of just 3.7x while growing topline double digits"
X Link 2025-10-28T17:09Z 39.8K followers, 4423 engagements
"It's wild to me that while many stocks are at or near 52-week highs A crazy number are also sitting near 52-week and even all-time lows. while simultaneously bringing in record revenue and profit π€― For example: $FVRR $FOUR and $HNST I've rarely seen an "overvalued" market with this level of screaming opportunity"
X Link 2025-10-29T19:08Z 39.8K followers, 15.4K engagements
"π YouTube knows the hours i put in better than anyone"
X Link 2025-12-04T09:10Z 39.7K followers, 3988 engagements
"10x YTD without options π€―"
X Link 2025-12-04T10:14Z 39.8K followers, 91.4K engagements
"Just added XXX new members to the $PATH investor community π Welcome everyone Hope you're all having a wonderful day β€"
X Link 2025-12-04T17:20Z 39.7K followers, 6783 engagements
"While pullbacks are always possible and I don't recommend leverage or options it is not too late to buy $PATH We are still at dirt cheap valuations with an accelerating growth rate currently at XX% which is still higher today than the new EV/to look through earnings of 15x after today's pop. This is not one of those situations where you've missed it. You're still VERY early in the @UiPath agentic AI orchestration story. I will personally continue buying shares over the next few days and weeks"
X Link 2025-12-04T18:02Z 39.8K followers, 13.6K engagements
"@bjmtweets @tfanalytics1 You are very wrong on this one Brian. I am sensing an attempted self validation of a missed opportunity. But this sort of thinking will only guarantee the opportunity is indeed missed"
X Link 2025-12-05T00:10Z 39.8K followers, XXX engagements
"Obviously our model can and will be off but it should be directionally correct. (For $PATH for example it is likely greatly underappreciating the actual growth rate they will be able to reach) But I still find the exercise highly valuable because it helps me to think about things in a much longer time frame than most of the market putting small moves into perspective"
X Link 2025-12-05T19:19Z 39.7K followers, 2062 engagements
"@Ironic_Ape @TweetVals I bought a little $LMND back today π We'll break $XX eventually"
X Link 2025-12-05T21:08Z 39.7K followers, 1176 engagements
"$LMND's co-founder keeps posting about humanoid robots. My opinion is that besides the fact that they're super cool he sees humanoids as a huge future insurance opportunity"
X Link 2025-11-24T18:06Z 39.8K followers, 25.8K engagements
"@ShakaStocks Haha that wasn't me. I have a feeling some big institutions are buying. A hedge fund that owns over $100M of $LMND shares recently DM'd me asking for my $PATH thesis"
X Link 2025-12-01T17:11Z 39.8K followers, XXX engagements
"$PATH's TAM is $XX trillion today $LMND's TAM is $X trillion today Both of these companies can still 100x-1000x from their current sizes"
X Link 2025-12-02T21:16Z 39.8K followers, 3990 engagements
"@MadsLRosendal I think $PATH is eating their lunch. Thankfully only a few hours before we get confirmation either way"
X Link 2025-12-03T14:46Z 39.8K followers, 1104 engagements
"@nicrypto Many years back I helped my parents buy some BTC and ETH on Coinbase. This year we moved everything to Kraken and converted it entirely into $XMR"
X Link 2025-12-07T03:21Z 39.9K followers, XXX engagements
"Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin"
X Link 2025-11-06T13:40Z 39.8K followers, 155.4K engagements
"Peter Lynch's primary rule of thumb was that a fairly valued company should have its P/E ratio equal to its earnings growth rate which means a PEG (Price Earnings Growth) ratio of X or below is ideal. $FOUR stock PEG ratio: XXXX THANK YOU FOR YOUR ATTENTION TO THIS MATTER"
X Link 2025-11-09T02:03Z 39.8K followers, 12.9K engagements
"$FOUR has touched near its technical support line. Great buy zone Fundamentally great deal as it's selling for $5.7B and guiding for $1B in free cash flow runrate exiting 2027"
X Link 2025-11-18T16:12Z 39.8K followers, 3619 engagements
"There seems to be a sentiment that there is no proof that $PATH's Maestro is going to be a winner in the market. First I would disagree that there haven't been signs in the numbers yet. (Image shows how this was the first Q2 in four years with quarter over quarter acceleration from Q1 as Q2 is historically $Path's worst quarter of the year.) We also have videos of @danieldines clearly saying $PATH is seeing more customer interest for automation than EVER before. Daniel is someone I fully trust. When things were about to get worse a few years ago he told us explicitly that he expected things"
X Link 2025-11-23T19:43Z 39.8K followers, 9006 engagements
"NEXT 10X AI STOCK - $PATH Q3 2026 Earnings Live"
X Link 2025-12-03T19:40Z 39.9K followers, 50.8K engagements
"@Rothmus This doesn't work for Bitcoin if you bought you're BTC through a KYC'd exchange. However buying $XMR on Kraken then moving it to a Monero wallet like @cakewallet and a simple "I'm sorry honey. I lost my Monero in the prediction markets" and it's over. Untraceable"
X Link 2025-12-06T04:05Z 39.9K followers, 3384 engagements
"Back in Jun 2024 @alc2022 was on to something regarding $PATH. He wasn't wrong. He was seeing everything clearly - way ahead of the curve. But being too early can feel like being wrong. Now UiPath's Maestro is out it works and customers love it. The time has finally come π"
X Link 2025-12-07T07:46Z 39.9K followers, 20.2K engagements
"@DarioBundi From their Q3 earnings call. $67m a year is $200m over X years which they mentioned"
X Link 2025-12-07T17:54Z 39.9K followers, XX engagements
"Q4 is going to be insane for $PATH Not because Maestro revenue will be kicking in meaningfully yet. The guide is for another quarter of around XX% revenue growth in Q4 so I expect only a X% acceleration to around XX% on a nice topline beat for a final sleepy quarter before things get really exciting. Remember management has said multiple times that Maestro will not begin contributing meaningfully until next year. "Wait I thought you said Q4 would be insane" Q4 will be insane because it's going to be the first quarter we get guidance for calendar year 2026 (FY27). Guidance is what gets"
X Link 2025-12-07T19:06Z 39.9K followers, 22.7K engagements
"Happy Monday everyone $PATH DCA continues. +$630k"
X Link 2025-12-08T14:59Z 39.9K followers, 3244 engagements
"I have unpinned the $PATH Q3 earnings livestream from the community. In total we had 13000+ people watch live on X 9k watch the X replay and another 13k watch on YouTube for 35k total viewers. My guess is we increased the reach of $PATH's earnings call by an order of magnitude. Hope everyone had a chance to watch who wanted"
X Link 2025-12-08T15:08Z 39.9K followers, 3786 engagements
"@mattscottcap That's a good one. Perhaps $PATH $LMND $FOUR"
X Link 2025-12-08T15:41Z 39.9K followers, XXX engagements
"Full portfolio update as of Dec 8th: Still adding as many $PATH shares as possible under $XX while we only trade around 15x look through earnings (which is a steal in my opinion). Holding $LMND. Re-added my positions in $ODD and $FOUR though likely won't worry about growing them until their 5-year forward return expectations get higher than $PATH's either via $PATH going up a ton in the short term or $ODD and $FOUR pulling back more. Hope everyone appreciates the transparency β€π"
X Link 2025-12-08T15:50Z 39.9K followers, 5285 engagements
"@DAVYinvests It's very underrated. Not quite the explosive economy transforming potential of $PATH but they're building some very strong brands with powerful subscription based business models. I'm a big fan of recurring revenue solid growth and cheap valuations"
X Link 2025-12-08T16:02Z 39.9K followers, XXX engagements
"I would be so sad if $PATH was acquired for 11x sales. Yes it would be nearly a double from today's price but I'm here for the 50x-100x π"
X Link 2025-12-08T16:10Z 39.9K followers, 4796 engagements
/creator/twitter::jakebrowatzke