# ![@tfanalytics1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1686124855098331137.png) @tfanalytics1 Tech capital

Tech capital posts on X about $path, ai, company, in the the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1686124855098331137/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686124855098331137/c:line/m:interactions.svg)

- [--] Week [------] -92%
- [--] Month [---------] +2,992%
- [--] Months [---------] +9,904%
- [--] Year [---------] +8,145%

### Mentions: [--] [#](/creator/twitter::1686124855098331137/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686124855098331137/c:line/m:posts_active.svg)

- [--] Week [--] +15%
- [--] Month [--] +38%
- [--] Months [---] +1,338%
- [--] Year [---] +559%

### Followers: [---] [#](/creator/twitter::1686124855098331137/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686124855098331137/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] +7.90%
- [--] Months [---] +244%
- [--] Year [---] +395%

### CreatorRank: [---------] [#](/creator/twitter::1686124855098331137/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686124855098331137/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42% [finance](/list/finance)  29% [technology brands](/list/technology-brands)  15% [countries](/list/countries)  9% [social networks](/list/social-networks)  7% [cryptocurrencies](/list/cryptocurrencies)  2% [financial services](/list/financial-services)  2% [travel destinations](/list/travel-destinations)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$path](/topic/$path) #38, [ai](/topic/ai) 18%, [company](/topic/company) 10%, [in the](/topic/in-the) 8%, [if you](/topic/if-you) 6%, [agentic](/topic/agentic) 5%, [$rddt](/topic/$rddt) #145, [$pltr](/topic/$pltr) 5%, [path](/topic/path) 5%, [russia](/topic/russia) 5%

**Top accounts mentioned or mentioned by**
[@jayinkyiv](/creator/undefined) [@grok](/creator/undefined) [@wearycenturion](/creator/undefined) [@montanamatos](/creator/undefined) [@matthijsfinance](/creator/undefined) [@guyverhofstadt](/creator/undefined) [@lagarde](/creator/undefined) [@valdombre](/creator/undefined) [@marcelolima](/creator/undefined) [@mizzomix](/creator/undefined) [@fiscalai](/creator/undefined) [@pray4equity](/creator/undefined) [@chitchatstocks](/creator/undefined) [@ekwufinance](/creator/undefined) [@zerohedge](/creator/undefined) [@davidskrueger](/creator/undefined) [@grindeoptions](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@vanderlane](/creator/undefined) [@wealthmatica](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Micron Technology, Inc. (MU)](/topic/$mu) [Helium IOT (IOT)](/topic/$iot) [Microsoft Corp. (MSFT)](/topic/$msft) [Uber Technologies, Inc. (UBER)](/topic/$uber) [HSBC Holdings PLC (HSBC)](/topic/$hsbc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I am curious how much did $path pay for WorkFusion. WorkFusion raised a stunning near-$400 million with half of that in a Series F in [----]. Last round was last year at what seems to be a valuation of $270 million although I am not sure that is correct. We will have a better idea when $path releases its results. Maybe we will know something next quarter results if analysts ask some questions but I think most likely when it reports results for the first fiscal quarter of [----]. WorkFusion clients includes some of the largest banks including Deutsche Bank ScotiaBank and Standard Bank."  
[X Link](https://x.com/tfanalytics1/status/2019822786487689404)  2026-02-06T17:17Z [---] followers, [----] engagements


"$path does have a lot of cash on the balance sheet and generates a decent amount every quarter. They can use that cash for buybacks or do M&A. I think this deal should not have eaten too much of cash otherwise they would have disclosed. We will find out more soon for sure"  
[X Link](https://x.com/anyuser/status/2019845651144859759)  2026-02-06T18:48Z [---] followers, [---] engagements


"Before acquiring WorkFusion $path acquired Peak AI in another move at verticalization into retail automation. $path paid a good price for the company in my view - $40 million for about $11.6 million in revenues as of [----]. Peak AI had raised $120 million in total. Given that WorkFusion is also a tuck-in acquisition I don't think $path paid more than $100 million for it probably about $70-$80 million. I think these opportunistic acquisitions are a great strategy. The company is acquiring deep automation expertise in various verticals at what seems to be very low prices. Of course that is if"  
[X Link](https://x.com/anyuser/status/2019863843535548567)  2026-02-06T20:00Z [---] followers, [----] engagements


"Here is a chart from Janelle Teng on SaaS and their current profitability and improvement in profitability since [----]. $path had the third-highest improvement in free cash flow margin since [----] after $S and $IOT. Yet the stock does not reflect that improvement"  
[X Link](https://x.com/anyuser/status/2020252736667939198)  2026-02-07T21:46Z [---] followers, [----] engagements


"Trust in SaaS fundamentals is so low that if some tech guy comes tomorrow and says soon everyone will be vibe coding their own operating system $msft would tumble 50%"  
[X Link](https://x.com/anyuser/status/2021718799179768054)  2026-02-11T22:51Z [---] followers, [---] engagements


"Great talk by Jensen Huang related to the software selloff. It does not make much sense to me. I see this as a repeat of the Deepseek hysteria. I am holding my bags. Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" Interview date: [--] February [----] https://t.co/SgWZVIf4nT Jensen Huang: Market is wrong about software stocks "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself""  
[X Link](https://x.com/anyuser/status/2019057110089080945)  2026-02-04T14:35Z [---] followers, [---] engagements


"$path is expected to earn [--] cents per share in FY [----] which ends next quarter. This means the stock is trading at a P/E ratio of [----]. These are the current numbers not in five years or ten years. If you exclude the cash on the balance sheet then this company trades at 13.7x current earnings. In FY [----] which is the current [----] year $path is expected to earn [--] cents which is very conservative. This means the company trades at a valuation of 12x FY [----] earnings. https://twitter.com/i/web/status/2019436081016447016 https://twitter.com/i/web/status/2019436081016447016"  
[X Link](https://x.com/anyuser/status/2019436081016447016)  2026-02-05T15:40Z [---] followers, [----] engagements


"With respect for most other software providers what $path does is solving some of the hardest automation problems. AI will not build the code for that. A CRM or a are easier to build and they could be disrupted if they don't think of new things to add where barriers to entry are hard. http://Monday.com http://Monday.com"  
[X Link](https://x.com/anyuser/status/2019445457966014853)  2026-02-05T16:18Z [---] followers, [----] engagements


"Yesterday $path was up when the market was very much down. I believe one reason for that was the company bought back shares. In days like this $path should be more aggressive im acquiring shares to effectively create a floor under the stock"  
[X Link](https://x.com/anyuser/status/2019472753263292638)  2026-02-05T18:06Z [---] followers, [----] engagements


"In other words rumors of softwares death are greatly exaggerated With respect for most other software providers what $path does is solving some of the hardest automation problems. AI will not build the code for that. A CRM or a https://t.co/83d7IVHD5r are easier to build and they could be disrupted if they don't think of new things to add https://t.co/FPgWAosukw With respect for most other software providers what $path does is solving some of the hardest automation problems. AI will not build the code for that. A CRM or a https://t.co/83d7IVHD5r are easier to build and they could be disrupted"  
[X Link](https://x.com/anyuser/status/2019474087966330916)  2026-02-05T18:11Z [---] followers, [---] engagements


"$path just acquired agentic AI company WorkFusion to strengthen its automation solution for AML and KYC operations in financial services. This is another step towards the company verticalizing its business which is paramount in the AI era. As software investor Orlando Bravo said recently in an FT piece: Most software companies know a specific vertical a specific process a specific function so well that there are three to five companies in the world that know it and about [--] individuals in the world that really really know it. That is the franchise. That is the value. That is what you cannot"  
[X Link](https://x.com/anyuser/status/2019769306570002713)  2026-02-06T13:45Z [---] followers, [----] engagements


"Sk Hynix is up 300% since this tweet. Unfortunately I exited during the market selloff in February and moved on. A great opportunity that I missed. Now everyone can't have enough memory. Apparently there is a shortage of memory and everyone wants it. That is the moment when I don't buy. SK Hynix $000660 trades at 6x [----] earnings which seems extremely cheap for a company that pretty much is the leader in high bandwidth memory (HBM). Market thinks memory is commoditized but HBM might not be. Samsung is trying to break in and cant. Even Micron Technology $MU SK Hynix $000660 trades at 6x 2025"  
[X Link](https://x.com/anyuser/status/2019825526890811820)  2026-02-06T17:28Z [---] followers, [---] engagements


"I bought $rddt today. The stock is down 46% since peaking in the summer of last year and has been hit in the most recent market selloff. A strong earnings report has not insulated the stock. The truth is that the company delivered a flawless earnings report with 70% revenue growth rising DAU and ARPU improving profitability more than 90% gross margins improving advertising efficiency. All in all a great report. Investors still think this is a $snap or $pins waiting to happen. I don't think so. The management team is delivering the goods. https://twitter.com/i/web/status/2020875904709198203"  
[X Link](https://x.com/anyuser/status/2020875904709198203)  2026-02-09T15:02Z [---] followers, [----] engagements


"It is very rare to have such numbers like $rddt and your stock to get a beating. This is happening even as sell-side analysts pretty unanimously have strong buys on the stock. If you think the stock is overvalued just look at this chart. Reddit is most undervalued when looking at [----] analyst estimated earnings which are conservative. I think the market thinks $rddt is just a pawn in the Big Boys' game. It's either $googl's or OpenAI's bitch. But look $meta has been Apple's and Android bitch for a long time. They have continuously printed cash. For $rddt AI is a tailwind not a headwind. It"  
[X Link](https://x.com/anyuser/status/2021627580273627562)  2026-02-11T16:49Z [---] followers, [----] engagements


"RT @MarceloLima: "Look software is oversold. We're getting a lot of calls from LPs and big institutions saying do you still have room Ar"  
[X Link](https://x.com/anyuser/status/2021913558674813142)  2026-02-12T11:45Z [---] followers, [--] engagements


"One of the main reason some parts of the market are getting crushed is the Fed. The market thinks Kevin Warsh is a hawk. I dont blame it given Warshs history of opposing neverending QEs. However Warsh will take a different approach now and cut rates because of AI productivity. Market seems to be betting the other way. https://twitter.com/i/web/status/2022091652316160348 https://twitter.com/i/web/status/2022091652316160348"  
[X Link](https://x.com/anyuser/status/2022091652316160348)  2026-02-12T23:33Z [---] followers, [---] engagements


"Did anyone notice this $path partnership announcement with Veeva Systems This is a great move into healthcare and life sciences. It got buried with the earnings news"  
[X Link](https://x.com/tfanalytics1/status/1998074234363609097)  2025-12-08T16:56Z [---] followers, [----] engagements


"@Mizzomix That is not a bad vision. Anthropic was one of the first LLM providers they partnered with"  
[X Link](https://x.com/tfanalytics1/status/2019934560893415631)  2026-02-07T00:41Z [---] followers, [--] engagements


"@Matthijsfinance I know friend. I was joking about the vibe-coding part"  
[X Link](https://x.com/tfanalytics1/status/2020067858018103614)  2026-02-07T09:31Z [---] followers, [--] engagements


"I think software companies will have to get their shit together and cut doling out shares to employees like free candy. AI is the one event that should speed up the transitiom from market darlings anything allowed to running actual profitable businesses with consistently high GAAP net operating margins. Very rare to see a tech company switching their financial reporting to now include SBC expense. Great to see. $UBER https://t.co/csd83JP0kf Very rare to see a tech company switching their financial reporting to now include SBC expense. Great to see. $UBER https://t.co/csd83JP0kf"  
[X Link](https://x.com/anyuser/status/2020228936899174803)  2026-02-07T20:11Z [---] followers, [---] engagements


"@fiscal_ai Not the stock seemingly. Up just 200%"  
[X Link](https://x.com/tfanalytics1/status/2020604728145588487)  2026-02-08T21:04Z [---] followers, [--] engagements


"Asking the same question. I think reasons include: social media not hot space perception $rddt is $googls bitch perception its going to be disrupted by AI perception this is some meme-playground not a serious company perception growth wont continue for long. All these might prove wrong at which point the stock will skyrocket. https://twitter.com/i/web/status/2020650327502983495 https://twitter.com/i/web/status/2020650327502983495"  
[X Link](https://x.com/tfanalytics1/status/2020650327502983495)  2026-02-09T00:05Z [---] followers, [---] engagements


"@Pray4Equity The more I use $rddt the more convinced I become in how good it really is in getting great insights on niche topics from real humans"  
[X Link](https://x.com/tfanalytics1/status/2021202162878194110)  2026-02-10T12:38Z [---] followers, [---] engagements


"9x for 70% growth with 90% gross margins is expensive for you If you assume growth will flatline next year then yes. But they seem to have momentum Assuming your numbers are correct and $rddt grows only 30% next year at a profit margin of 35% this stock trades at a forward PE of 25x. Is that expensive for you https://twitter.com/i/web/status/2021857081054146888 https://twitter.com/i/web/status/2021857081054146888"  
[X Link](https://x.com/tfanalytics1/status/2021857081054146888)  2026-02-12T08:01Z [---] followers, [---] engagements


"@chitchatstocks $path"  
[X Link](https://x.com/tfanalytics1/status/2022313491470647469)  2026-02-13T14:14Z [---] followers, [---] engagements


"@ekwufinance Tell me one thing that HSBC said in the past and came true. This is the real test"  
[X Link](https://x.com/tfanalytics1/status/2001815010314719428)  2025-12-19T00:41Z [---] followers, [--] engagements


"@zerohedge Cramer says to buy Nvidia if OpenAI raises such a big round. Could not figure out myself. Great chap this Cramer guy"  
[X Link](https://x.com/tfanalytics1/status/2001815393350898148)  2025-12-19T00:42Z [---] followers, [---] engagements


"@DavidSKrueger Go on Vkontakte or Baidu. They will surely donate. What the heck Just go to CCP directly and call Putin directly. Theyll answer and will donate"  
[X Link](https://x.com/tfanalytics1/status/2001816495832354843)  2025-12-19T00:46Z [---] followers, [--] engagements


"Are people just now figuring out that Agents are unreliable and easy to break An agent should not be making decisions only assessments which then need to be reviewed by a human. How is this Slop going to break $paths RPA bots. RPA bots are unbreakable. This gives me confidence Daniel Dines approach and strategy is the right one. LLM agents are not a panacea they should be used to complement and enhance RPA automations"  
[X Link](https://x.com/tfanalytics1/status/2002294694395720092)  2025-12-20T08:27Z [---] followers, [----] engagements


"@GrindeOptions Expectations of interest rate cuts by the Fed have gone down. Were in the good news for the economy is bad news for the market"  
[X Link](https://x.com/tfanalytics1/status/2003513186893598884)  2025-12-23T17:09Z [---] followers, [---] engagements


"Weve gone full circle now. Removing communist narco-dictators is now damaging. The right way is to spend billions on NGOs to promote democratic and DEI values while narco-traffickers continue unabated. Was the Afghanistan debacle Middle East blowing up and Ukraine being attacked not damage done during the Biden administration. In what unicorn world you think you live Wake up https://twitter.com/i/web/status/2007883176908038269 https://twitter.com/i/web/status/2007883176908038269"  
[X Link](https://x.com/tfanalytics1/status/2007883176908038269)  2026-01-04T18:33Z [---] followers, [--] engagements


"Great chart of @jakebrowatzke. $path revenue growth decelerated dramatically in recent years while $pltr reaccelerated quickly after a 2022-23 lull. I would be surprised if $path traded at the same valuation as $pltr but a tripling or quadrupling of EV/ARR is definitely in the realm of possibilities if growth reaccelerates which it will. So all in all a five-bagger made up of a re-rating of the stock plus revenue acceleration definitely possible in the next 1-2 years. A *SMALL* divergence of fundamentals and stock price Featuring: $PATH and $PLTR https://t.co/AtUQ8qk15K A *SMALL* divergence"  
[X Link](https://x.com/tfanalytics1/status/2008565326116458824)  2026-01-06T15:44Z [---] followers, [----] engagements


"There wasn't any significant $path news today to warrant such a big move. But let's see if it keeps going up and trading sideways. I presume that some of the passive funds have started buying the stock"  
[X Link](https://x.com/tfanalytics1/status/2008655020242464857)  2026-01-06T21:40Z [---] followers, [----] engagements


"@vander_lane Absolutely true. But I do expect some strength just based on the S&P [---] MidCap inclusion. Lets see if this is that. True that market has been broadly up but $path was up much more"  
[X Link](https://x.com/tfanalytics1/status/2008807484702814337)  2026-01-07T07:46Z [---] followers, [---] engagements


"They are indeed in different parts of the software market with maybe some small overlap but in this case we compare just the growth rates and stock price action of these two stocks. Were not comparing the actual businesses. It is a fair comparison when looking through these lens. https://twitter.com/i/web/status/2008808353003090245 https://twitter.com/i/web/status/2008808353003090245"  
[X Link](https://x.com/tfanalytics1/status/2008808353003090245)  2026-01-07T07:50Z [---] followers, [--] engagements


"@wealthmatica Fire I am suspecting that some of these AI juggernauts might be interested in an acquisition. $path has immense experience in enterprise automation that few if any company has"  
[X Link](https://x.com/tfanalytics1/status/2009414770718540028)  2026-01-08T23:59Z [---] followers, [---] engagements


"Maybe I am wrong but I think this $path win is very much due to great talent and also immense experience in enterprise automation. @UiPaths ScreenAgent ranked #1 on OSWorld verified benchmark (https://t.co/tRSgawWaGw) Its energizing to build enterprise grade agents capable of executing end to end tasks. Truly autonomous agents with human supervision and control. #CUAs #osworld #autonomousagents https://t.co/AKwFldYc7N @UiPaths ScreenAgent ranked #1 on OSWorld verified benchmark (https://t.co/tRSgawWaGw) Its energizing to build enterprise grade agents capable of executing end to end tasks."  
[X Link](https://x.com/tfanalytics1/status/2009419113165447337)  2026-01-09T00:17Z [---] followers, [----] engagements


"@andrewhesselden Is Europe an opportunity Is Europes economy growing or growth does not matter anymore only re-distribution"  
[X Link](https://x.com/tfanalytics1/status/2010466274950914140)  2026-01-11T21:38Z [---] followers, [--] engagements


"Everything they do is wrong. A very sad state of affairs. And now if you want to criticize your continent into action like deregulation tax cuts and spending cuts they say you are MAGA and far right. So I should support the socialist policies that are destroying Europe into oblivion and for whoch therr is plenty of historical evidence that they dont work. I struggle to point to any policies in the past [--] years that have helped the ordinary citizens. https://twitter.com/i/web/status/2010488822690091277 https://twitter.com/i/web/status/2010488822690091277"  
[X Link](https://x.com/tfanalytics1/status/2010488822690091277)  2026-01-11T23:07Z [---] followers, [---] engagements


"@weary_centurion If you want to implement AI in your organization beyond a chatbot $path isnthe way to go"  
[X Link](https://x.com/tfanalytics1/status/2010765496107340255)  2026-01-12T17:27Z [---] followers, [---] engagements


"@MitchMartan98 Not aure they have much traction im ecommerce but could this be something for $path to look into"  
[X Link](https://x.com/tfanalytics1/status/2010767503761305602)  2026-01-12T17:35Z [---] followers, [---] engagements


"This is good news. We need more defense startups that are successful so we rely less on the old contractors and foreign manufacturers. I just really hope the EU bureauacrats dont find a way to destroy the momentum with some stupid policies designed to maintain the clout of the old guard as they usually do. https://twitter.com/i/web/status/2011027073674920206 https://twitter.com/i/web/status/2011027073674920206"  
[X Link](https://x.com/tfanalytics1/status/2011027073674920206)  2026-01-13T10:46Z [---] followers, [--] engagements


"@weary_centurion I see much of the enterprise SaaS is also down. Snowflake for instance. I think this is more of a threat to coding startups relying on Claude like Lovable and Cursor"  
[X Link](https://x.com/tfanalytics1/status/2011165466916737101)  2026-01-13T19:56Z [---] followers, [---] engagements


"@CliffordAsness Mark Ruffalo is a dangerous clown. Mark please stay in your clown lane and dont get involved in things you dont understand"  
[X Link](https://x.com/tfanalytics1/status/2011166068489007426)  2026-01-13T19:58Z [---] followers, [---] engagements


"For everyone selling $path because of this know that this has the potential to disrupt coding startups like Cursor and Lovable Labs not $patn. $path does not do that. They are focused on legacy software automations and now also on AI agents and orchestration. There is nothing here to suggest Anthropic is moving in that direction. https://twitter.com/i/web/status/2011167553930904058 https://twitter.com/i/web/status/2011167553930904058"  
[X Link](https://x.com/tfanalytics1/status/2011167553930904058)  2026-01-13T20:04Z [---] followers, [----] engagements


"@weary_centurion @danieldines While there might be some bearish signals this aint one of those"  
[X Link](https://x.com/tfanalytics1/status/2011382326471639132)  2026-01-14T10:18Z [---] followers, [---] engagements


"@FT What Germanys trade surplus doing"  
[X Link](https://x.com/tfanalytics1/status/2011383679873110186)  2026-01-14T10:23Z [---] followers, [---] engagements


"@ArranGray9 What do you mean That they are incentivized to go after $path market"  
[X Link](https://x.com/tfanalytics1/status/2011494046716277169)  2026-01-14T17:42Z [---] followers, [---] engagements


"SaaS growth rates have plummeted dramatically and this might explain some of the broad pessimism about some names including $path. $path just now started growing at the same rate as the broad SaaS industry. I think for the market to recognize the value it needs to break out of the SaaS herd with at least 20%-25% growth rates. I happen to think higher growth than that is possible. https://twitter.com/i/web/status/2011520459968569777 https://twitter.com/i/web/status/2011520459968569777"  
[X Link](https://x.com/tfanalytics1/status/2011520459968569777)  2026-01-14T19:27Z [---] followers, [----] engagements


"@riyadosofian Lol. If I ever listened to growth estimates from analysts. When $pltr was growing 12% how many analysts predicted it would grow by 60% in two years or even by 30%"  
[X Link](https://x.com/tfanalytics1/status/2011707777044136318)  2026-01-15T07:51Z [---] followers, [----] engagements


"I've seen some X users questioning the $path bull case. One argument was why people are getting excited for a company that "analysts" expect to grow high single digits over the next years. I think analysts are wrong. And I expect growth rate at $path to improve into high 20s or 30s in the coming quarters and years. The case to not trust analysts could be made by looking at $pltr. In June [----] analysts forecasted Palantir will grow revenue by 2% (not a typo 2%) year-over-year in Q4 [----] and by 10% in FY [----]. Guess what same analysts now project 62% growth in Q4 [----] and 53% for FY2025. When"  
[X Link](https://x.com/tfanalytics1/status/2011759704154812926)  2026-01-15T11:17Z [---] followers, [----] engagements


"I was speaking with a venture capitalist recently here in London at a pan-European fund. We both agreed that the best news the tech scene has received from European governments has been BACKTRACKING ON BAD POLICY. I don't think I remember when was the last time the tech scene has received good news from the government in the form of good policy. How can European tech win when the government is either clueless on what needs to be done or deliberately wants to destroy the local tech scene. https://twitter.com/i/web/status/2011937710785904676 https://twitter.com/i/web/status/2011937710785904676"  
[X Link](https://x.com/tfanalytics1/status/2011937710785904676)  2026-01-15T23:05Z [---] followers, [---] engagements


"@paulg Only if beyond wokeness means doubling down on woke and somehow calling it beyond wokeness Like Beyond Meat"  
[X Link](https://x.com/tfanalytics1/status/2011942061973381186)  2026-01-15T23:22Z [---] followers, [---] engagements


"@JayinKyiv @grok is there any evidence of Russia spending money on environmental lobbying to make fracking illegal And have the Russians financed the Green Party in Germany"  
[X Link](https://x.com/tfanalytics1/status/2011951603872333975)  2026-01-16T00:00Z [---] followers, [---] engagements


"@JayinKyiv Indeed Russia and the Greens are aligned. All the Green policies favored Russia and empowered it to start the war in Ukraine"  
[X Link](https://x.com/tfanalytics1/status/2011952153967956303)  2026-01-16T00:02Z [---] followers, [---] engagements


"@grok @JayinKyiv Go deeper into Green party and gazprom. What can be safely inferred"  
[X Link](https://x.com/tfanalytics1/status/2011952485917766134)  2026-01-16T00:03Z [---] followers, [--] engagements


"@Malamut2 @JayinKyiv Wolfgang. Ask Grok. Russia via Gazprom has at least financed several green NGOs to oppose nuclear. Greens and Russia are aligned. Greens are traitors that have brought misery upon the German people. But continue to live in denial"  
[X Link](https://x.com/tfanalytics1/status/2011954234195915023)  2026-01-16T00:10Z [---] followers, [--] engagements


"@Boggleface @JayinKyiv @grok What is MO Anyway it seems clear that Russia and the Greens have had the same goals"  
[X Link](https://x.com/tfanalytics1/status/2012092558982430877)  2026-01-16T09:20Z [---] followers, [--] engagements


"@MontanaMatos The bears are winning for now. Is that Anthropic news so substantial"  
[X Link](https://x.com/tfanalytics1/status/2012298435844563171)  2026-01-16T22:58Z [---] followers, [--] engagements


"@LizWebsterSBF We have no chance with people that think like you. Britain needs unshackling. Low regulation low taxes and low government spending. Weve already been in Europe and how did that turn out Weve had [--] years of socialist policies. That needs binned"  
[X Link](https://x.com/tfanalytics1/status/2012492278401474761)  2026-01-17T11:48Z [---] followers, [---] engagements


"I lived the kind of socialism you havent had in your worst nightmares. Socialism is the worst way to organize a society. The best workers are punished and as a result you end up with a society of losers where no one wants to work and progress. People need to be free with a minimal social safety net rooted in common sense not in gender and climate change studies financed by the Chinese and the Russians. https://twitter.com/i/web/status/2012594120917725439 https://twitter.com/i/web/status/2012594120917725439"  
[X Link](https://x.com/tfanalytics1/status/2012594120917725439)  2026-01-17T18:33Z [---] followers, [--] engagements


"You are going to look like Venezuela going against a much more powerful US. You have no cards because you and your kin have decimated the European economy with socialism regulation and net zero that coincidentally played very well into Russia and Chinas hands. And even now you are still refusing to back down on your stupid policies. Bring great policies that will allow people to build great businesses and work hard fast. Then you will have a chance to stand on your own. Else our great continent will be screwed. This is why Russia and America are fucking with you because Europe is weak and you"  
[X Link](https://x.com/tfanalytics1/status/2012604118787915854)  2026-01-17T19:13Z [---] followers, [---] engagements


"@guyverhofstadt Lol. You decimated and lobbied against the construction of datacenters and now you want to keep the data in the EU Where are you going to keep it Inscribed in stones. You cant fucking stop building things and claim to be powerful. Start building things"  
[X Link](https://x.com/tfanalytics1/status/2012616332739580144)  2026-01-17T20:01Z [---] followers, [---] engagements


"@StockMarketNerd Why did analysts miss $pltr They project the past into the future. How can they be right Not all analysts to be fair but most of them. I've seen some X users questioning the $path bull case. One argument was why people are getting excited for a company that "analysts" expect to grow high single digits over the next years. I think analysts are wrong. And I expect growth rate at $path to improve into high 20s or https://t.co/BiTieeFEOC I've seen some X users questioning the $path bull case. One argument was why people are getting excited for a company that "analysts" expect to"  
[X Link](https://x.com/tfanalytics1/status/2013184881015017703)  2026-01-19T09:40Z [---] followers, [---] engagements


"@olddog100ua What about the Green Deal Wasnt that a successful Russian operation"  
[X Link](https://x.com/tfanalytics1/status/2013397812570943850)  2026-01-19T23:47Z [---] followers, [---] engagements


"@Lagarde @CNN More talking no doing. There is no growth. China is eating the German industry yet you still live in the Fukuyama world"  
[X Link](https://x.com/tfanalytics1/status/2014066309332336679)  2026-01-21T20:03Z [---] followers, [--] engagements


"@cnnipr @ecb @Lagarde @richardquest This is so funny"  
[X Link](https://x.com/tfanalytics1/status/2014079608941875691)  2026-01-21T20:56Z [---] followers, [---] engagements


"@MarvinTBaumann So if I go and say Diversity is NOT our strength will I be ostracized"  
[X Link](https://x.com/tfanalytics1/status/2014096989172928588)  2026-01-21T22:05Z [---] followers, [---] engagements


"@guyverhofstadt It unshot itself in the foot. You are indeed a free trade fundamentalist. You are going to destroy the European economy in the name of your misguided free trade ideology"  
[X Link](https://x.com/tfanalytics1/status/2014099381285261644)  2026-01-21T22:14Z [---] followers, [---] engagements


"@SweeterDreams5 @mario4thenorth @MarkJCarney Some are but most are afraid because they still want to win. And these communist thugs like Carney are smart because they are not saying it outright so it's easy to get confused. I am also a liberal but I'd rather have Trumpism than socialism Carneyism or communism"  
[X Link](https://x.com/tfanalytics1/status/2014102791246037378)  2026-01-21T22:28Z [---] followers, [--] engagements


"@olebirkolesen Have you done the SWOT analysis of Europe Our gal Christine Lagarde thinks we should do a BIG SWOT analysis"  
[X Link](https://x.com/tfanalytics1/status/2014104306190876911)  2026-01-21T22:34Z [---] followers, [--] engagements


"@adamscochran I'd change a leader speaking bullshit eloquently like Marx Commie for a freestyler that talks like in the streets that brings 5% growth. Results matter more than empty "beautiful" rhetoric"  
[X Link](https://x.com/tfanalytics1/status/2014108084923253063)  2026-01-21T22:49Z [---] followers, [--] engagements


"@valdombre You should thank the British and make Quebec English and ban French language"  
[X Link](https://x.com/tfanalytics1/status/2014141819982950778)  2026-01-22T01:03Z [---] followers, [----] engagements


"@Natuxart @valdombre I am not based in Canada or America. I just need English to be in America. What is an example of a "useful language" to you"  
[X Link](https://x.com/tfanalytics1/status/2014381311218110565)  2026-01-22T16:55Z [---] followers, [--] engagements


"I recently saw a survey of enterprises where there was a notable surge in demand for automation tools like $path and IT management software like $now. This was amid some realization that ROI on AI has been small or non-existent. To achieve ROI you neded AI plus the right tools like $path. Lets see. https://twitter.com/i/web/status/2014415145808883835 https://twitter.com/i/web/status/2014415145808883835"  
[X Link](https://x.com/tfanalytics1/status/2014415145808883835)  2026-01-22T19:09Z [---] followers, [---] engagements


"@SenSanders Marx is proud of you. You should join hands with Marx Commie of Canada aka Mark Carney and sing "Kumbaya diversity is our strength.""  
[X Link](https://x.com/tfanalytics1/status/2014480084804006387)  2026-01-22T23:27Z [---] followers, [--] engagements


"When reality hits lets keep lying to ourselves instead of facing reality. I have friends and family in the US immigrants like me. Their houses are four times bigger for the same price and their salaries are three times higher for the same position. Wtf are you talking about Keep finding solace in charts that you yourself dont understand"  
[X Link](https://x.com/tfanalytics1/status/2014493377195085896)  2026-01-23T00:20Z [---] followers, [---] engagements


"@Marquis_de_Sap @gabriel_zucman Yeah Marx Commie aka Mark Carney took the red part and wrote an entire book about it"  
[X Link](https://x.com/tfanalytics1/status/2014499544935891359)  2026-01-23T00:44Z [---] followers, [--] engagements


"@Telegraph It is losing its economic might. No resiliency there. Utter weakness across the board"  
[X Link](https://x.com/tfanalytics1/status/2014657273470025826)  2026-01-23T11:11Z [---] followers, [---] engagements


"Interesting snippet from $path CFO and COO Ashim Gupta on Agentic AI adoption and potential ways to monetize. To make inroads into this new AI era I am increasingly of the opinion that a great way to kickstart growth is through outcome-based pricing. Adoption can increase quickly and it sends a strong signal to the customer that "we only win when you win." On the latest earnings call I heard Daniel Dines saying the company is considering outcome-based pricing. It is encouraging that $path is open-minded about how to monetize this new technology."  
[X Link](https://x.com/tfanalytics1/status/2015528274810790203)  2026-01-25T20:52Z [---] followers, [----] engagements


"@D27357 I think it might not be as easy as it sounds but I guess they should be trying it. Not much downside for customers but I guess $path might want to have control over the deployment"  
[X Link](https://x.com/tfanalytics1/status/2015550352158765088)  2026-01-25T22:20Z [---] followers, [---] engagements


"@optionscjp I never understood why $duol will win in the AI era but I have not looked deep into it"  
[X Link](https://x.com/tfanalytics1/status/2015867216462328231)  2026-01-26T19:19Z [---] followers, [---] engagements


"@palamut28992 @LiebermanAustin @grok Peak AI is owned by $path so there you go"  
[X Link](https://x.com/tfanalytics1/status/2015919355687522499)  2026-01-26T22:46Z [---] followers, [---] engagements


"SK Hynix $000660 trades at 6x [----] earnings which seems extremely cheap for a company that pretty much is the leader in high bandwidth memory (HBM). Market thinks memory is commoditized but HBM might not be. Samsung is trying to break in and cant. Even Micron Technology $MU trades at 12x [----] earnings. Think SK hynix undervalued because its listed in Korea. 100% upside just if valuation stays the same this year. More if stock is re-rated"  
[X Link](https://x.com/tfanalytics1/status/1878764888530559004)  2025-01-13T11:23Z [---] followers, [---] engagements


"Software stocks like $path are aching because of AI. The market thinks AI will obliterate software as companies will start building software themselves instead of paying Big Bucks for a SaaS subscription. But Thoma Bravo the PE giant thinks this is a good time to shop for software. Here is an interesting quote: Software is not at all about the code or about the technology. Software is about your domain knowledge said Bravo. Most software companies know a specific vertical a specific process a specific function so well that there are three to five companies in the world that know it and about"  
[X Link](https://x.com/tfanalytics1/status/2016274155503587589)  2026-01-27T22:16Z [---] followers, [----] engagements


"$uipath is an extremely undervalued stock that is poised to win in the Agentic AI space. If Agentic AI is the next phase of AI advancement UiPath is slated to benefit. The company trades at a dirt-cheap price. If they re-accelerate revenue substantially say to double digit growth then you're going to have multiple expansion. Could be an easy two-three-bagger in the next year from current prices but I don't see why they can't go much higher. https://twitter.com/i/web/status/1975178725529371011 https://twitter.com/i/web/status/1975178725529371011"  
[X Link](https://x.com/tfanalytics1/status/1975178725529371011)  2025-10-06T12:37Z [---] followers, [----] engagements


"Well deserved for $path to join S&P MidCap [---]. Good Christmas gift for $path shareholders. The reason $path was included has chiefly to do with ita improvement in profitability. Currently the largest ETF based on the S&P MidCap [---] Index is the iShares Core S&P Mid-Cap ETF which has about $104 billion in AUM. https://twitter.com/i/web/status/2003604311268286654 https://twitter.com/i/web/status/2003604311268286654"  
[X Link](https://x.com/tfanalytics1/status/2003604311268286654)  2025-12-23T23:11Z [---] followers, [----] engagements


"I am looking now into On24 Inc $ontf. This company makes software for webinars. I have used the product and think they have one of the best software for webinars much better than Zoom $zm for instance but it is pricey and largely beneficial for large organizations. $ontf is dirt cheap. It trades at 2x cash on the balance sheet EV/Revenue of just 0.5x. They have been repurchasing shares with the share count decreasing from [--] million to about [--] million. The problem with the company has been very high sales and marketing expenses and it has been losing money on a GAAP basis although it has"  
[X Link](https://x.com/tfanalytics1/status/2004539580008083859)  2025-12-26T13:07Z [---] followers, [---] engagements


"Here is where $path sits in the S&P [---] MidCap Index between largest constituent $cien $31 billion market cap and smallest $asgn $2.1 billion market cap. $path is in the top half but at the bottom as 147th largest company by market cap in the index. At this market cap it means Vanguard will buy for its S&P [---] Index passive fund somewhere between $12 million and $13 million shares which is substantial. But the more the stock rises the more an index fund must buy. So when the stock goes up passives put upward pressure on the stock and downward pressure when the it goes down. Of course to have"  
[X Link](https://x.com/tfanalytics1/status/2009328055869681731)  2026-01-08T18:15Z [---] followers, [----] engagements


"There is no way around it. Anthropic's Claude Cowork has hit the sentiment around SaaS stocks including $path. The sentiment was already pretty low so to speak. The narrative that the market is embracing is that companies will not need to buy software from third parties because they will be able to build it cheaply with coding agents like Claude which are indeed the best in the market. It wasn't the Cowork actual product that hit sentiment but more the fact that Cowork was built 100% with Claude Code. The narrative says that companies will choose to build code themselves instead of relying on"  
[X Link](https://x.com/tfanalytics1/status/2012306752788742299)  2026-01-16T23:31Z [---] followers, [----] engagements


"Morgan Stanley commentary on channel checks on $path: "Checks remained consistent quarter-over-quarter with performance in-line with expectations though commentary still suggesting some level of pressure on growth. More positively commentary was positive regarding the companys agentic portfolio with one partner highlighting it has opened more net new and upsell opportunities. That said it sounds as though these opportunities are still at a more conversational level relative to meaningful deployments. While federal uncertainty is a risk we think estimate setup skews attractive but remain on"  
[X Link](https://x.com/tfanalytics1/status/2015408496116715830)  2026-01-25T12:56Z [---] followers, [----] engagements


"@MontanaMatos I am stunned. The market values $path like it's going out of business"  
[X Link](https://x.com/tfanalytics1/status/2016202722169508249)  2026-01-27T17:32Z [---] followers, [---] engagements


"In all new flats there aren't ground rents anyway. But curiously enough if you rent a flat that has a ground rent charge then service charges would typically be lower than a flat without grount rent charges. So in the end the flat owners get screwed either through ex. ground rent of [---] pounds plus [----] pounds service charges or [----] pounds service charges. Seriously go and check Rightmove and you'll be amazed how this "cap" does absolutely nothing. https://twitter.com/i/web/status/2016271316668813604 https://twitter.com/i/web/status/2016271316668813604"  
[X Link](https://x.com/tfanalytics1/status/2016271316668813604)  2026-01-27T22:05Z [---] followers, [---] engagements


"@_zifan_wang Prepare for half salary and higher tax"  
[X Link](https://x.com/tfanalytics1/status/2016276927888150735)  2026-01-27T22:27Z [---] followers, [---] engagements


"@Peter_Taleb @MontanaMatos We should have an open mind about that. I see the opposite but maybe there is something I am missing"  
[X Link](https://x.com/tfanalytics1/status/2016437912485699807)  2026-01-28T09:07Z [---] followers, [--] engagements


"I don't think that's a key number we should look at but I get maybe the market is looking at that number. I think $path is focusing on large enterprises which it should have done a long time ago. So revenue growth is coming from large existing accounts that expand their spend with $path. It's like $pltr Palantir does not do small accounts. $path has so many customers due to previous strategy of "a robot for every employee" which has not worked well. https://twitter.com/i/web/status/2016465716510069184 https://twitter.com/i/web/status/2016465716510069184"  
[X Link](https://x.com/tfanalytics1/status/2016465716510069184)  2026-01-28T10:57Z [---] followers, [---] engagements


"This is painful to watch. One macro reason I invested in $path was my thesis that AI will move up the value chain from infrastructure to software and the market will recognize that. $path was perfectly positioned to take advantage of this move with Agentic AI automation and orchestration. Needless to say the market does not believe this is the case. In fact the market thinks value continues to reside in the infrastructure layer and the AI application layer (most companies in the application layer are actually private). Software the market thinks is getting decimated by AI. And it could be so"  
[X Link](https://x.com/tfanalytics1/status/2016541177575592259)  2026-01-28T15:57Z [---] followers, [----] engagements


"@Ngoc1Long I think some SaaS will be decimated. The market needs to figure which ones will get decimated and which ones wont"  
[X Link](https://x.com/tfanalytics1/status/2016596706716991830)  2026-01-28T19:38Z [---] followers, [---] engagements


"Look implementing automations in a large enteprise context may require [--] people and [--] months of work and then constant updates upgrades. If some dude built an electric car in his garage he is not a threat to Tesla. He is a threat if he scales production at a cheap enough price but that is incredibly hard to do. Same with automations at scale"  
[X Link](https://x.com/tfanalytics1/status/2019689751985463480)  2026-02-06T08:28Z [---] followers, [--] engagements


"From Grok: Choose n8n if you're focused on API-driven workflows cost savings or self-hostingideal for technical teams or smaller organizations. Choose UiPath for heavy UI/desktop automation in regulated or large-scale environments where budget allows for premium enterprise features. Many users combine tools: n8n for integrations and UiPath for RPA-specific tasks. https://twitter.com/i/web/status/2019730484868129170 https://twitter.com/i/web/status/2019730484868129170"  
[X Link](https://x.com/tfanalytics1/status/2019730484868129170)  2026-02-06T11:10Z [---] followers, [--] engagements

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