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[@TechInvestor123](/creator/twitter/TechInvestor123)
"$FFIV blames the recent breach for weak guidance but the real story looks secular. Hyperscalers are commoditizing load balancing and $NET / $AKAM are squeezing F5s security edge. 1q rev growth turning negative FY26 EPS down mid-singles. Stock -X% AH"  
[X Link](https://x.com/TechInvestor123/status/1982917399323001242) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-27T21:08Z XXX followers, XXX engagements


"If $PATH is such an amazing under appreciated #AI agent orchestration layer why do insiders keep dumping stock 🤔"  
[X Link](https://x.com/TechInvestor123/status/1983873820596240625) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-30T12:29Z XXX followers, XXX engagements


"@MMMTwealth If $PATH is so undervalued why is their own management dumping shares"  
[X Link](https://x.com/TechInvestor123/status/1984032210719215811) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-30T22:58Z XXX followers, XXX engagements


"@investwithsheng Most $PATH partners and customers I talk to are flat or down. Seeing consolidation to $NOW and $MSFT (bundling agents/RPA for free) major pricing pressure on core RPA 50%+ shelfware from slow deployments/weak ROI and no real edge on agents"  
[X Link](https://x.com/TechInvestor123/status/1984321443115778331) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-31T18:07Z XXX followers, XXX engagements


"@JKeynesAlpha Talk to large $PATH partners or customers. $MSFT s giving RPA away $NOW s taking infra and UiPaths AI agents are mostly OpenAI wrappers with weak traction. Field calls point to license compression and slower bot growth across the board"  
[X Link](https://x.com/TechInvestor123/status/1982143634003669150) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-25T17:54Z XXX followers, XXX engagements


"$EXTR down XX% on higher component costs amid semi shortages. $CSCO cutting prices and $HPE s more aggressive post-Mist add pressure. Tough 2H comps from tariff pull-forwards mean more downside risk"  
[X Link](https://x.com/TechInvestor123/status/1983572370548777026) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-29T16:31Z XXX followers, XXX engagements


"Everyone talks about $NVDA but few realize $SNPS is just as critical to the AI hardware revolution. They design the designers. Earnings noise thesis change. $SNPS and $NVDA are aligned as AI-driven chip design takes off. This pullbacks a gift. 💎"  
[X Link](https://x.com/TechInvestor123/status/1983574032583704638) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-29T16:37Z XXX followers, XXX engagements


"@venuguntupli7 Interesting take. Curious why you see $PATH as the orchestration layer. Most customers and partners I speak with are pretty bearish with many diversifying more toward $MSFT and $NOW and $PATH losing share to cheaper agents over time. Whats the bull case Im missing"  
[X Link](https://x.com/TechInvestor123/status/1983593678842032362) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-29T17:56Z XXX followers, XXX engagements


"The more I dig in the more $PATH looks like AI roadkill. The $NVDA OpenAI and $SNOW partnerships feel more like press releases than products superficial and premature years away from any real impact if ever"  
[X Link](https://x.com/TechInvestor123/status/1981390910207189477) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-23T16:03Z XXX followers, XXX engagements


"If $MRVL s AWS story checks out its a buy. 20+ AI socket wins 20%+ growth runway and one of the best ways to play hyperscalers going after $NVDA with their own chips"  
[X Link](https://x.com/TechInvestor123/status/1983247618303009276) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-28T19:00Z XXX followers, XXX engagements


"@tfanalytics1 Why is $PATH mgmt dumping stock"  
[X Link](https://x.com/TechInvestor123/status/1983875340947599428) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-30T12:35Z XXX followers, XXX engagements


"@futurist_lens Why is $PATH mgmt dumping stock"  
[X Link](https://x.com/TechInvestor123/status/1983875677440110912) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-30T12:36Z XXX followers, XXX engagements


"$PATH bulls expecting Jensen to mention UiPath at $NVDA GTC is wild. He probably thinks about $PATH as much as his next breath but he did name-check $SNPS because Synopsys powers the GPU innovation engine"  
[X Link](https://x.com/TechInvestor123/status/1983958850261684555) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-30T18:07Z XXX followers, XXX engagements


"@investwithsheng Why is $PATH management selling stock so aggressively"  
[X Link](https://x.com/TechInvestor123/status/1984288827457052707) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-31T15:58Z XXX followers, XXX engagements


"@investwithsheng $PATH partner services/sales are down meaningfully some 30%+. Many are shifting toward $NOW and $MSFT for growth. If the optimism you mentioned showed up in partner or customer feedback Id be long but its not. ROI weakness seems tied to core RPA not Maestro"  
[X Link](https://x.com/TechInvestor123/status/1984351982027751870) [@TechInvestor123](/creator/x/TechInvestor123) 2025-10-31T20:09Z XXX followers, XXX engagements


"@elonmusk Are you using Cadence $CDNS or Synopses $SNPS for your chip design software"  
[X Link](https://x.com/TechInvestor123/status/1985014639344648493) [@TechInvestor123](/creator/x/TechInvestor123) 2025-11-02T16:02Z XXX followers, XX engagements