#  @PhathomResearch Phathom Phathom posts on X about $path, agentic, $paths, ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::301923505/interactions)  - [--] Week [------] -26% - [--] Month [-------] +62% - [--] Months [-------] +24,469% - [--] Year [-------] +383,486% ### Mentions: [--] [#](/creator/twitter::301923505/posts_active)  - [--] Month [--] -59% - [--] Months [---] +3,360% - [--] Year [---] +8,800% ### Followers: [---] [#](/creator/twitter::301923505/followers)  - [--] Week [---] +6% - [--] Month [---] +30% - [--] Months [---] +58% - [--] Year [---] +13% ### CreatorRank: [---------] [#](/creator/twitter::301923505/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 82.46% [finance](/list/finance) 37.72% [technology brands](/list/technology-brands) 6.14% [celebrities](/list/celebrities) 0.88% [currencies](/list/currencies) 0.88% **Social topic influence** [$path](/topic/$path) #26, [agentic](/topic/agentic) #897, [$paths](/topic/$paths) #2, [ai](/topic/ai) 14.91%, [strong](/topic/strong) 11.4%, [in the](/topic/in-the) 10.53%, [$duol](/topic/$duol) 8.77%, [business](/topic/business) 7.89%, [balance sheet](/topic/balance-sheet) 7.89%, [llm](/topic/llm) 7.89% **Top accounts mentioned or mentioned by** [@aschulz888](/creator/undefined) [@jakebrowatzke](/creator/undefined) [@wealthmatica](/creator/undefined) [@uipath](/creator/undefined) [@hypergrowth102](/creator/undefined) [@valuemaverick](/creator/undefined) [@danieldines](/creator/undefined) [@slipperyklown](/creator/undefined) [@aiguyohzee](/creator/undefined) [@cyberprincerwo](/creator/undefined) [@wymun21](/creator/undefined) [@krrishabh](/creator/undefined) [@jminvesting](/creator/undefined) [@bedroomboogie](/creator/undefined) [@jjwzll](/creator/undefined) [@cyberprince_rwo](/creator/undefined) [@marketmatrixs](/creator/undefined) [@audittheherd](/creator/undefined) [@paperbaginvest](/creator/undefined) [@joelchilis](/creator/undefined) **Top assets mentioned** [UiPath, Inc. (PATH)](/topic/$path) [Duolingo, Inc. (DUOL)](/topic/$duol) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Microsoft Corp. (MSFT)](/topic/microsoft) [Now Coin (NOW)](/topic/$now) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) ### Top Social Posts Top posts by engagements in the last [--] hours "TLDR: A little over halfway through January and [----] already seems to be the year that enterprise agents will start being built at scale driven by the many large technology companies who now offer http://x.com/i/article/2013339043044392960 http://x.com/i/article/2013339043044392960" [X Link](https://x.com/PhathomResearch/status/2013394067535659517) 2026-01-19T23:32Z [---] followers, 15.2K engagements "Just because a stock is down 50%+ from it's high doesn't make it a good buy. Current fundamentals of a business may be the same but the valuation multiple the market is assigning to it has clearly dropped. For many stocks this drop may very well be warranted. Changes in the macro environment like the new Fed chair nominee or changes in the overall AI landscape can cause the market to assign a lower valuation multiple to a business. As an investor you must take all of this into account as you decide which stocks are truly "cheap" now" [X Link](https://x.com/PhathomResearch/status/2020259831395832055) 2026-02-07T22:14Z [---] followers, [---] engagements "$PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks outpacing SBC driving shareholder value. ✅Growing TAM: Projected 30% CAGR through [----] ✅Growth Catalyst Incoming: Agentic orchestration for enterprises is about to explode. ✅Strong moat: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and governed agentic" [X Link](https://x.com/PhathomResearch/status/2020537926963372255) 2026-02-08T16:39Z [---] followers, 16.6K engagements "Not all stock drops are created equal. For growth stocks we're now in a stock picker's market. Before you buy a stock that is down big you better understand why it's down and have strong reasons for why it will go back up. Just because a stock drops it doesn't make it a good buy" [X Link](https://x.com/PhathomResearch/status/2021601283346432494) 2026-02-11T15:04Z [---] followers, [---] engagements "$PATH earnings release set for March 11th after the bell. I'm optimistic that a strong quarter/Maestro contributions in FY27 guidance will send the stock back into the $20s with no turning back" [X Link](https://x.com/PhathomResearch/status/2021797692372910366) 2026-02-12T04:05Z [---] followers, [----] engagements "$PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". While it's interesting to see tens of thousands of agents pulling data connecting to APIs and making posts to the platform I view most of the "social" aspect as a marketing gimmick considering these agents are not socially aware. The viral factor is that Moltbook is creating a platform where all of these agents can" [X Link](https://x.com/PhathomResearch/status/2018078194906140996) 2026-02-01T21:45Z [---] followers, [----] engagements "$PATH is the anti #moltbook. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network"" [X Link](https://x.com/PhathomResearch/status/2018129741304283311) 2026-02-02T01:10Z [---] followers, [---] engagements "Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology." [X Link](https://x.com/PhathomResearch/status/2018889225735664072) 2026-02-04T03:27Z [---] followers, [----] engagements "This is why $PATH is an easy buy. Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows" [X Link](https://x.com/PhathomResearch/status/2018892111383273762) 2026-02-04T03:39Z [---] followers, [----] engagements "@ASchulz888 100% agree. $PATH is currently my highest conviction investment" [X Link](https://x.com/PhathomResearch/status/2018902505057587282) 2026-02-04T04:20Z [---] followers, [---] engagements "Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. This tells me $12 is likely close to the bottom for $PATH. https://twitter.com/i/web/status/2019128348249632861 https://twitter.com/i/web/status/2019128348249632861" [X Link](https://x.com/PhathomResearch/status/2019128348249632861) 2026-02-04T19:18Z [---] followers, [----] engagements "$PATH ended with 73% higher volume than an average day. And its price closed up 1.48%. No guarantees of a bottom but I like the looks of it. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That" [X Link](https://x.com/PhathomResearch/status/2019196935006220653) 2026-02-04T23:50Z [---] followers, [----] engagements "@MarketMatrixs $PATH Wave [--] catalyst will likely be Q4 ER in March.assuming continued revenue growth acceleration and strong guidance for FY 2027" [X Link](https://x.com/PhathomResearch/status/2019201622774079518) 2026-02-05T00:09Z [---] followers, [---] engagements "Sorry but I have to keep it real. $DUOL doesn't have a moat. And the elephant in the room.no one learns to speak languages fluently using $DUOL anyway. Not trying to kick the stock while it's down but I honestly don't see the moat or allure. We're quickly entering a world where anyone can vibe code a custom app quickly that's tailored to their specific needs. All of the data $DUOL has won't matter if individuals just use an agent to build themselves a custom learning app. Can someone tell me why I'm wrong https://twitter.com/i/web/status/2019247458157519249" [X Link](https://x.com/PhathomResearch/status/2019247458157519249) 2026-02-05T03:11Z [---] followers, [----] engagements "Great point. $PATH has averaged buybacks at $12 per share so the stock is right in their buy range. https://x.com/i/status/2010379710837174310 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. https://x.com/i/status/2010379710837174310 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" [X Link](https://x.com/PhathomResearch/status/2019523588848521221) 2026-02-05T21:28Z [---] followers, [----] engagements "True. And let's not forget $PATH JUST became GAAP profitable in FY26 so they're in the early days of ramping up earnings through higher operational leverage. Based on that i like to still look at their revenue multiple which is only 4x TTM sales. Once the market sees that they're accelerating revenue growth (optmistic for a strong Q4) that could quickly double the multiple to 8x sales which would quickly re-price them to the mid $20s.and that's not even baking in a meaningful increase in revenue from Maestro. https://twitter.com/i/web/status/2019527615577461109" [X Link](https://x.com/PhathomResearch/status/2019527615577461109) 2026-02-05T21:44Z [---] followers, [---] engagements "@jakebrowatzke @AuditTheHerd @slipperyklown @PaperBagInvest @UiPath 100% agree. This is bullish for $PATH" [X Link](https://x.com/PhathomResearch/status/2019578562643210261) 2026-02-06T01:07Z [---] followers, [---] engagements "When I first started looking into $PATH's agentic orchestration platform Maestro I was excited but I was admittedly concerned about how they were going to feasibly implement complex orchestrations across their existing 10K+ enterprise customer base. As Chief Product Officer Graham Sheldon acknowledges below - Maestro is extremely powerful but it can also be difficult to get things setup initially. https://twitter.com/i/web/status/2019593241251774661 https://twitter.com/i/web/status/2019593241251774661" [X Link](https://x.com/PhathomResearch/status/2019593241251774661) 2026-02-06T02:05Z [---] followers, [---] engagements "This concern was alleviated at the [----] Fusion event last fall when $PATH Chief Product Officer Graham Sheldon unveiled their new suite of "turnkey" vertical orchestration solutions. Majority of the legwork in these verticals is pre-configured and grounded in real use cases. This will make it much quicker to get these running for customers meaning less lead-time from lead generation to revenue generation. https://twitter.com/i/web/status/2019593243546030187 https://twitter.com/i/web/status/2019593243546030187" [X Link](https://x.com/PhathomResearch/status/2019593243546030187) 2026-02-06T02:05Z [---] followers, [---] engagements "There are two things that stood out to me from what the $PATH CPO said in the prior video. These solutions are pre-built configurations that are "grounded in real use cases" and "co-developed with industry leaders". Well when do we think this co-development with industry leaders happened Most likely in early [----] with the initial customers that were first brought on as testers during the Maestro private preview. If you read between the lines you'll realize that $PATH is working closely with their largest customers to solve their biggest pain points by building powerful complex agentic" [X Link](https://x.com/PhathomResearch/status/2019593245731246421) 2026-02-06T02:05Z [---] followers, [---] engagements "This video highlights $PATH's eight turnkey vertical solutions that they announced at Fusion [----] last fall. Eight $PATH vertical solutions spanning three key industries - Financial Services Manufacturing and Retail and Healthcare. Note that one of these solutions Peak AI for merchandise pricing and inventory management was acquired by $PATH in [----] - the rest were developed in-house. https://twitter.com/i/web/status/2019593247933268191 https://twitter.com/i/web/status/2019593247933268191" [X Link](https://x.com/PhathomResearch/status/2019593247933268191) 2026-02-06T02:05Z [---] followers, [---] engagements "Key Takeaways - $PATH recognizes that the initial setup of agentic orchestration is complex and time consuming. - To mitigate this they have leveraged the development hours they put in early-on with their largest customers to develop POCs - They have created [--] vertical turnkey solutions solving the most in-demand agentic orchestrations across three key industries - Financial Services Manufacturing and Retail and Healthcare. - These pre-configured orchestrations allow for much quicker product implementation generating operating leverage for $PATH and driving future revenue growth and higher" [X Link](https://x.com/PhathomResearch/status/2019593249942306879) 2026-02-06T02:05Z [---] followers, [---] engagements "New $PATH thread on the massive operating leverage being built. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2019594860102357015) 2026-02-06T02:11Z [---] followers, [----] engagements "This is bullish for $PATH. Not long ago the negative sentiment around PATH was that RPA was dead.well this proves it's not. MacroHard is RPA.with an LLM brain. It's very similar to what PATH is building with ScreenAgent. TLDR; RPA can now read screens and it's going to emulate human interaction with UIs. Elon Musk on MACROHARD: "I'd be surprised if by end of this year the digital human emulation has not been solved. That's what we mean by like the sort of MACROHARD project is can you do anything that a human with access to a computer could do That's the best you can do https://t.co/s5Kpwapy2E" [X Link](https://x.com/PhathomResearch/status/2019605864395452658) 2026-02-06T02:55Z [---] followers, [----] engagements "BREAKING: $PATH just acquired WorkFusion adding yet another vertical with agents specializing in preventing financial crimes/KYC compliance. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2019772550918672732) 2026-02-06T13:57Z [---] followers, [----] engagements "Q4 ER will definitely be telling. Especially around guidance for FY27. I think all signs are pointing to a massive beat and hopefully strong guidance (although management is historically conservative on guidance). Btw re: your concerns about SBC. $PATH is one of the few growth companies where their share count has been decreasing due to all the buybacks outpacing SBC. I made a post about this toward the end of last year. https://x.com/i/status/2010379710837174310 https://x.com/i/status/2010379710837174310" [X Link](https://x.com/PhathomResearch/status/2019782217854050718) 2026-02-06T14:36Z [---] followers, [---] engagements "For those with concerns about share-based compensation dilution.don't forget $PATH has been buying back shares rapidly driving a net DECREASE in shares outstanding. Their buybacks outpace SBC and they likely just bought back more at $12 on this dip. Thanks to $PATH's strong free cash flow they were able to buyback $800 million worth of shares without borrowing a penny. They still maintain a cash balance of well over a billion dollars with zero debt. And while many speculative tech stocks are going through significant https://t.co/AMTCBpLiUI Thanks to $PATH's strong free cash flow they were" [X Link](https://x.com/PhathomResearch/status/2019789215374917767) 2026-02-06T15:04Z [---] followers, [----] engagements "@joelchilis Just keeping an eye on the news feed. I try to share big $PATH news as soon as I hear it" [X Link](https://x.com/PhathomResearch/status/2019830207474201078) 2026-02-06T17:47Z [---] followers, [---] engagements "$PATH has an active buyback program. They've been buying back the past couple years - averaging $12 per share. We won't know for sure how much they bought back in the most recent quarter (Q4) until their ER comes in out March. However I expect a lot of the buybacks occurred the past few days which wouldn't show up until Q1 ER released in June. https://twitter.com/i/web/status/2019833875405427163 https://twitter.com/i/web/status/2019833875405427163" [X Link](https://x.com/PhathomResearch/status/2019833875405427163) 2026-02-06T18:01Z [---] followers, [---] engagements "Welcome aboard $PATH is my highest conviction investment. I wrote this article last month explaining why I think the company is in the perfect position to capitalize on the agentic automation future that's unfolding. I can't speak to $RBRK - haven't done as much research but I'm sure others can help you. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2019841620598788529) 2026-02-06T18:32Z [---] followers, [---] engagements "It's not really my style to put out firm price targets - especially because the multiples the market assigns to companies can be pretty unpredictable at times. But $PATH is currently priced at 4x TTM sales which is very cheap. Once the market realizes their growth engine is back with agentic i think they could re-price to 8x price-to- sales multiple very quickly. That alone would put them in the mid-$20s. That to me is a no-brainer that it'll happen. But I'm not buying because I have a firm price target in mind. I'm buying because of how cheap the stock is and how strong the business is in an" [X Link](https://x.com/PhathomResearch/status/2019844975526310132) 2026-02-06T18:45Z [---] followers, [---] engagements "@wealthmatica $PATH shorts are going to get destroyed after the next ER" [X Link](https://x.com/PhathomResearch/status/2019964533805400084) 2026-02-07T02:40Z [---] followers, [----] engagements "Thanks for this - a very informative article. I'm still concerned about the health of the balance sheet but totally see the argument of why it could be a buy here given all of the growing verticals and a relatively cheap price-to-sales multiple. The VLEO and drone business is very interesting; space manufacturing too. https://twitter.com/i/web/status/2020207591679303794 https://twitter.com/i/web/status/2020207591679303794" [X Link](https://x.com/PhathomResearch/status/2020207591679303794) 2026-02-07T18:46Z [---] followers, [--] engagements "@Aiguyohzee With all due respect you're being distracted by nonsense. Daniel Dines is still the largest shareholder of the company. And the company has been buying back tons of shares. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling'" [X Link](https://x.com/PhathomResearch/status/2020606009744757177) 2026-02-08T21:09Z [---] followers, [--] engagements "@BastianelliLore I was with you until I saw that you're saying $DUOL isn't about to get disrupted. "Learning" from an app on your phone is about to become the dinosaur. disrupted by personal AI assistants" [X Link](https://x.com/PhathomResearch/status/2020609756747231531) 2026-02-08T21:24Z [---] followers, [---] engagements "@Ashton_1nvests $PATH and it's not even close. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP" [X Link](https://x.com/PhathomResearch/status/2020696975210127578) 2026-02-09T03:11Z [---] followers, [---] engagements "@midascabal $PATH. Agentic enterprise orchestration is going to explode. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero" [X Link](https://x.com/PhathomResearch/status/2020769543946490146) 2026-02-09T07:59Z [---] followers, [----] engagements "@YodaStockInvest $PATH at $12-13. https://x.com/i/status/2019850071253086594 Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price https://x.com/i/status/2019850071253086594 Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy" [X Link](https://x.com/PhathomResearch/status/2020770265865822697) 2026-02-09T08:02Z [---] followers, [---] engagements "@ASchulz888 Respectfully disagree - I guess my posts weren't convincing enough 😉. $PATH is my highest conviction play. I think we see $20s after the next earnings calls and that's just the beginning. Best of luck though" [X Link](https://x.com/PhathomResearch/status/2020898111397224900) 2026-02-09T16:30Z [---] followers, [---] engagements "I hear ya. This landscape is rapidly changing. Companies are going to need to adapt to survive. There's no company that will be able to sit still for years in this market without becoming obsolete. The fact that $PATH was one of the first to start working on agentic orchestrations shows that they have what it takes to keep adapting. They have very deep knowledge of pain points of the largest most complex business processes. This is a huge advantage as they plan for the future. https://twitter.com/i/web/status/2020908686386897215 https://twitter.com/i/web/status/2020908686386897215" [X Link](https://x.com/PhathomResearch/status/2020908686386897215) 2026-02-09T17:12Z [---] followers, [---] engagements "@SpaceInvestor_D 100% agree. That's why the upside on a company like $RKLB is so hard to imagine. If your horizon is long enough the TAM could be massive" [X Link](https://x.com/PhathomResearch/status/2021046041060180074) 2026-02-10T02:18Z [---] followers, [---] engagements "@GrindeOptions $PATH without a doubt. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP" [X Link](https://x.com/PhathomResearch/status/2021064046192230746) 2026-02-10T03:29Z [---] followers, [----] engagements "Absolutely. Great article. Both $PLTR and $PATH are working on connecting many systems and agents throughout a company. Their approach is a bit different "digital twin" vs. "real-time orchestration" - but both are extremely valuable to an enterprise. A big difference is that the stock market already figured it out with PLTR and is pricing them at 75x sales. Meanwhile PATH is priced at 4x. https://twitter.com/i/web/status/2021215919901458626 https://twitter.com/i/web/status/2021215919901458626" [X Link](https://x.com/PhathomResearch/status/2021215919901458626) 2026-02-10T13:33Z [---] followers, [---] engagements "@AndrysCharlie @ChrisMMillas Their moat isn't in a specific piece of software. It's in their ability to orchestrate many agents and robots built by many different vendors across complex workflows that follow business rules and complex regulatory frameworks. $PATH is the trust layer" [X Link](https://x.com/PhathomResearch/status/2021264501560004962) 2026-02-10T16:46Z [---] followers, [---] engagements "@daveginvesting Congrats. I am an early $RKLB investor as well and have really enjoyed the ride together with you and the rest of the RKLB Weekly crew.especially in the early days when the stock was at $4-5. Appreciate all your research" [X Link](https://x.com/PhathomResearch/status/2021273187871318097) 2026-02-10T17:20Z [---] followers, [---] engagements "$PATH's moat is not in a specific piece of software that is currently threatened by AI. Their moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop from the top-down. As the barrier to entry to build agents quickly drops and as robots get more ubiquitous this will create even more demand for an agnostic platform to orchestrate it all. As coding custom software gets more commoditized this doesn't threaten $PATH. If a company wanted to create custom software and" [X Link](https://x.com/PhathomResearch/status/2021276734268571807) 2026-02-10T17:35Z [---] followers, [---] engagements "@jakebrowatzke $PATH and $RKLB. Haven't decided on a third yet 🤔" [X Link](https://x.com/PhathomResearch/status/2021351125803524464) 2026-02-10T22:30Z [---] followers, [---] engagements "@cyberprince_rwo Did you really just say smart contracts have no use" [X Link](https://x.com/PhathomResearch/status/2021356672225272030) 2026-02-10T22:52Z [---] followers, [---] engagements "@cyberprince_rwo Luckily I'm too well informed to fall for that noise. Good luck" [X Link](https://x.com/PhathomResearch/status/2021357264347726033) 2026-02-10T22:55Z [---] followers, [---] engagements "Devil's advocate: have you considered that the medium that people choose to learn through will completely change It's not just about AI allowing for cheaper knockoff $DUOL apps but that personalized learning may get bundled within personal AI assistants making learning from apps on your phone obsolete altogether. https://twitter.com/i/web/status/2021429566326100332 https://twitter.com/i/web/status/2021429566326100332" [X Link](https://x.com/PhathomResearch/status/2021429566326100332) 2026-02-11T03:42Z [---] followers, [---] engagements "@CoffeeStocksGuy One more. Orchestration: $PATH https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2021446705380770009) 2026-02-11T04:50Z [---] followers, [---] engagements "@WyMun21 I have Jan [----] $22s" [X Link](https://x.com/PhathomResearch/status/2021702909432410400) 2026-02-11T21:48Z [---] followers, [--] engagements "$PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2019593176064176635) 2026-02-06T02:05Z [---] followers, [----] engagements "Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price to 8x after their next ER putting them back in the mid-$20s. From there the sky's the limit on revenue growth and multiple expansion. We've seen how crazy the market can get with high price multiples when companies are in the right place at the right time. Exciting time to be a $PATH shareholder." [X Link](https://x.com/PhathomResearch/status/2019850071253086594) 2026-02-06T19:05Z [---] followers, [----] engagements "Last night when I dropped this thread $PATH had [--] verticals.this morning they added a 9th - Financial Crime Compliance (e.g. AML and KYC). I expect many more verticals to be added over time via both in-house development and acquisitions. This is operating leverage in the making. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin" [X Link](https://x.com/anyuser/status/2019907643800707356) 2026-02-06T22:54Z [---] followers, [----] engagements "It's genuinely difficult to find a stock that checks all these boxes. $PATH $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing" [X Link](https://x.com/anyuser/status/2020543418921803985) 2026-02-08T17:01Z [---] followers, [----] engagements "$PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for. https://t.co/JCds1ZhfOP https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2021203461866651903) 2026-02-10T12:43Z [---] followers, [----] engagements "$PATH's preparation is about to start paying off. $PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for. $PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for" [X Link](https://x.com/PhathomResearch/status/2021207602923749499) 2026-02-10T13:00Z [---] followers, [----] engagements "$PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop from the top-down. As the barrier to entry to build agents quickly drops and as robots get more ubiquitous this will create even more demand for an agnostic platform to orchestrate it all. As coding custom software gets more commoditized this doesn't threaten $PATH. If a company wanted to create custom software and" [X Link](https://x.com/PhathomResearch/status/2021282731288653944) 2026-02-10T17:58Z [---] followers, [----] engagements "With every new agent that enters the world $PATH's moat gets stronger. $PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop $PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents" [X Link](https://x.com/PhathomResearch/status/2021287709164159332) 2026-02-10T18:18Z [---] followers, [----] engagements "When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of infrastructure is the software infrastructure. These are the software guardrails and environments that the millions of enterprise agents and software robots will actually be deployed in. $PATH has built this software infrastructure for their enterprise customers to actually USE all of the amazing AI tools created by Claude OpenAI Google etc. The more" [X Link](https://x.com/PhathomResearch/status/2021632781831348562) 2026-02-11T17:09Z [---] followers, [----] engagements "Misunderstood fact: $PATH builds enterprise AI software infrastructure. When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of infrastructure is the software When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of" [X Link](https://x.com/PhathomResearch/status/2021633770550448150) 2026-02-11T17:13Z [---] followers, [----] engagements "Know what you're getting with $PATH at these prices. Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely" [X Link](https://x.com/PhathomResearch/status/2021656890812641331) 2026-02-11T18:45Z [---] followers, [----] engagements "100%. Point #2 is basically the thesis for $PATH. AI software infrastructure needs to be laid out before companies can safely and effectively weave agents into their workflows. $PATH provides the guardrails for enterprises to leverage agents while following customized business logic regulatory compliance data governance identity/access controls etc. And humans can and should be a key part of these workflows where the stakes are too high to have an agent make a final decision. PATH makes it easy to have humans in the loop to approve or review specific checkpoints in a workflow." [X Link](https://x.com/PhathomResearch/status/2021990638192144772) 2026-02-12T16:51Z [---] followers, [---] engagements "@InvestwithDoc Barclays 23rd Annual Global Technology Conference :: UiPath Inc. (PATH) https://share.google/vKKt5hzGco8u29eNZ https://share.google/vKKt5hzGco8u29eNZ" [X Link](https://x.com/PhathomResearch/status/2001854740662247605) 2025-12-19T03:18Z [---] followers, [--] engagements "I have been saying this for a while - RPA is not dead. The reality for many businesses is that automating interactions with UIs is still a huge pain point that RPA solves. This video about xAI's Macrohard plans below validates that. What does this mean for $PATH They're in the perfect spot. Full article in comments 👇 https://twitter.com/i/web/status/2013396473811963906 https://twitter.com/i/web/status/2013396473811963906" [X Link](https://x.com/PhathomResearch/status/2013396473811963906) 2026-01-19T23:41Z [---] followers, [----] engagements "$PATH is in the perfect spot to capitalize on the growing market of agents. https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2013397616269103212) 2026-01-19T23:46Z [---] followers, [----] engagements "Spot on. $PATH meets customers "where they are" as opposed to forcing them to change their existing stack. UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It can connect to all of them move UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It" [X Link](https://x.com/PhathomResearch/status/2014402574519062924) 2026-01-22T18:19Z [---] followers, [----] engagements "Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2015556566292787590) 2026-01-25T22:45Z [---] followers, [----] engagements ""Giving prompted roles to models and then orchestrating them gives better results than any single frontier model." -Satya Nadella Microsoft CEO at Davos [----]. This validates $PATH's approach to being a leader in agnostic workflow orchestration" [X Link](https://x.com/PhathomResearch/status/2015556567416898042) 2026-01-25T22:45Z [---] followers, [---] engagements ""As a percentage of GDP [--] years from now where will tech be It will be higher. There's a lot of intense competition but it's not as zero-sum as some people make it out to be." -Satya Nadella Microsoft CEO at Davos [----] In other words the rising tide of AI adoption will lift many ships in the space. As an investor looking for alpha I take this as meaning $PATH's revenue multiple should be priced for growth. The market is slow to recognize this but [----] will likely be the year it becomes clear" [X Link](https://x.com/PhathomResearch/status/2015556624249676197) 2026-01-25T22:45Z [---] followers, [---] engagements "Key Takeaways: - During Davos [----] you can draw parallels between Satya Nadella's remarks and the vision that Daniel Dines has laid out for $PATH since mid-2024. - While there are many competing LLMs and agent builders Satya Nadella stated that orchestration of models and agents will be much more powerful than any single LLM. This validates $PATH's foundational shift to being an agnostic agentic workflow orchestrator. - When it comes to competition in the space the overall TAM is expected to grow rapidly meaning this is not a "zero-sum game". As the overall workflow automation pie gets bigger" [X Link](https://x.com/PhathomResearch/status/2015556626002923811) 2026-01-25T22:45Z [---] followers, [---] engagements "Finding alpha is about connecting the dots quicker than the broader market. $PATH Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2015559929285816719) 2026-01-25T22:58Z [---] followers, [----] engagements "@MontanaMatos 100%. Hearing Alex Karp and Satya at Davos and the xAI leak (re: Macrohard) over the past couple weeks - it all points to $PATH being positioned extremely well" [X Link](https://x.com/PhathomResearch/status/2015572616791171282) 2026-01-25T23:48Z [---] followers, [---] engagements "Yep I agree that it will all come back to IRR. And maybe not all flows will be consumption-based but in the financial services industry flows like loan originations most likely will. The sales pitch could be that a lender used to spend "X" on human labor to originate a loan - now that's automated so it should be worth paying UiPath "Y" per application that goes through the workflow. If "Y" is significantly less than "X" and provides a better decisioning process that's the value proposition. So in this case the cost of paying $PATH will become part of the lender's unit cost for decisioning" [X Link](https://x.com/PhathomResearch/status/2016242438852292786) 2026-01-27T20:10Z [---] followers, [--] engagements ""We haven't come across a partner like UiPath" Allegis Group does over $14B in annual revenue. This is just the beginning.👀 $PATH Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0 Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0" [X Link](https://x.com/PhathomResearch/status/2016378812896813384) 2026-01-28T05:12Z [---] followers, [----] engagements "@vander_lane Great point. The market hasn't yet connected the dots on $PATH. This is how you find alpha" [X Link](https://x.com/PhathomResearch/status/2016498189717717136) 2026-01-28T13:06Z [---] followers, [---] engagements "The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. What does this mean The market continues to be weary of software companies that they view as potentially threatened by AI. $NOW revenue growth acceleration is flattening and the market is contracting their price-to-forward sales accordingly. https://twitter.com/i/web/status/2016862169405456604" [X Link](https://x.com/PhathomResearch/status/2016862169405456604) 2026-01-29T13:13Z [---] followers, [----] engagements "$PATH is being dragged down pre-market by $NOW and the continued software sell-off. I expect unimpressive price action for $PATH until their Q4 earnings call in March (barring some sort of other news catalyst). This presents a great time to accumulate shares for long-term investors. The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. The software sell-off continues" [X Link](https://x.com/PhathomResearch/status/2016867487803908161) 2026-01-29T13:34Z [---] followers, [----] engagements "$NOW is leading the SaaS sell-off today. $PATH is still getting lumped in. But PATH's revenue multiple is so cheap I think they have to hit a floor soon (I'm shocked it even made it into the $13s pre-market). I still think we see a major reversal in PATH trajectory after the next earnings call and it gaps up. https://twitter.com/i/web/status/2016870117678669924 https://twitter.com/i/web/status/2016870117678669924" [X Link](https://x.com/PhathomResearch/status/2016870117678669924) 2026-01-29T13:44Z [---] followers, [---] engagements "@juiceboxlines @KrRishabh_ $PATH hit $19.84 after their last earnings report. I could easily see new 52-week highs (i.e. move into the $20s) with no looking back" [X Link](https://x.com/PhathomResearch/status/2016883550100861244) 2026-01-29T14:38Z [---] followers, [---] engagements "@therealandyha Absolutely. Software stocks are a stock picker's market right now. Some selloffs are justified but $PATH has no business being this cheap. Price-to-sales of 4x while revenue growth is accelerating and the overall TAM is growing is wild" [X Link](https://x.com/PhathomResearch/status/2017460299780006303) 2026-01-31T04:49Z [---] followers, [---] engagements "@jminvesting Yeah I hope CTOs around the world are paying attention to OpenClaw and asking themselves how they can have agentic automation in their enterprise without the security risks.enter $PATH" [X Link](https://x.com/PhathomResearch/status/2018167400533762282) 2026-02-02T03:39Z [---] followers, [---] engagements "@wealthmatica @thatsmyquant_ Absolutely. Patiently waiting for the market to stop sleeping on $PATH. I think their next earnings report in March may be the catalyst we've been waiting for" [X Link](https://x.com/PhathomResearch/status/2018388197768581202) 2026-02-02T18:17Z [---] followers, [---] engagements "An underappreciated aspect of rocket development is infrastructure buildout to scale production. $RKLB is putting on a masterclass. Very excited to see Neutron hit the pad this year and ultimately scale production. Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we employed for Electron now one of the most frequently launched https://t.co/4QAFTvPti2 Introducing a disruptive new launch capability requires more than just building a new" [X Link](https://x.com/PhathomResearch/status/2018815526286619072) 2026-02-03T22:35Z [---] followers, [---] engagements "Technical Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is greatly benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology." [X Link](https://x.com/PhathomResearch/status/2018885900470485235) 2026-02-04T03:14Z [---] followers, [--] engagements "At minimum upselling existing customers makes them a safe buy with upside. But I believe they're setup to be a leader in agentic orchestration too - potential massive multi-bagger with very little downside risk from current levels. We'll know soon if their agentic orchestration is gaining traction. https://x.com/i/status/2018889225735664072 https://x.com/i/status/2018889225735664072" [X Link](https://x.com/PhathomResearch/status/2018905982651306427) 2026-02-04T04:34Z [---] followers, [---] engagements "@amitisinvesting Check out $PATH. Very little downside with lots of upside. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is" [X Link](https://x.com/PhathomResearch/status/2018927018151125115) 2026-02-04T05:58Z [---] followers, [---] engagements "@petervasquez9 Yeah so $PATH ended with 73% higher volume than an average day. And it's price closed up 1.48%. Could be a signal that we're nearing a bottom. No guarantees but I like the looks of it" [X Link](https://x.com/PhathomResearch/status/2019196051916529790) 2026-02-04T23:47Z [---] followers, [---] engagements "The market is preparing for the new Fed chair nominee Kevin Warsh. This is a very informative video by @UnrivaledInvest that could help explain some of the multiple compression we're currently seeing in tech. Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp" [X Link](https://x.com/PhathomResearch/status/2019205508490539015) 2026-02-05T00:24Z [---] followers, [---] engagements "@wealthmatica Might want to consider more $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this" [X Link](https://x.com/PhathomResearch/status/2019213662351946208) 2026-02-05T00:57Z [---] followers, [---] engagements "And to pile on to my $DUOL rant. The only argument I can see for a moat is that their customer data is so deep and vast that they can build the world's leading foundational educational model.this would truly be valuable. But does anyone believe the customer data collected by $DUOL is that valuable for deep learning Maybe I'm missing something but based on the extent of my interaction with $DUOL.the data they collect isn't earth shattering. I would imagine Khan Academy Kaplan and other educational platforms probably have much richer educational data that could be used for deeper foundational" [X Link](https://x.com/PhathomResearch/status/2019266079042744542) 2026-02-05T04:25Z [---] followers, [---] engagements "@KrRishabh_ 💯. This has now become a stock picker's market for software stocks. They're not all built equal. The sell-off is warranted for some and not for others. As you know I am with you on $PATH" [X Link](https://x.com/PhathomResearch/status/2019274948871884829) 2026-02-05T05:00Z [---] followers, [---] engagements "Thanks for the response - I appreciate the dialouge. The reason why I ask what $DUOL's moat is: if they don't have one they're bound to see their user base and/or margins decline over time. On your first point about gamification and dopamine loops. I don't disagree that $DUOL does that well but there are many other gaming apps that have mastered this too. If many others have figured out the nuances of gamification and dopamine loops then it's not a strong moat for $DUOL. What is stopping another mobile gaming company from leveraging their dopamine loop expertise and using AI to quickly" [X Link](https://x.com/PhathomResearch/status/2019400155804393704) 2026-02-05T13:18Z [---] followers, [---] engagements "@hypergrowth102 $PATH is my highest conviction investment. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2019420039292809656) 2026-02-05T14:37Z [---] followers, [----] engagements "@bedroomboogie @hypergrowth102 https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP" [X Link](https://x.com/PhathomResearch/status/2019420136198046120) 2026-02-05T14:37Z [---] followers, [---] engagements "@bedroomboogie @hypergrowth102 "Nonsense already from the header". What an insightful response you provided. Did you even read the article Your argument of there not being "top AI researchers at $PATH" isn't even one of the points made in the article so I'm assuming you didn't read it. Have a good day" [X Link](https://x.com/PhathomResearch/status/2019422511377903897) 2026-02-05T14:47Z [---] followers, [---] engagements "@ASchulz888 Thank you sir. The new $PATH thread I promised is coming soon too" [X Link](https://x.com/PhathomResearch/status/2019437961675436347) 2026-02-05T15:48Z [---] followers, [---] engagements "Jensen was talking about enterprise software not being reinvented every time its needed. For example he's saying a company will likely not code up a new CRM tool on the fly when Salesforce has already built a great tool that can be leveraged by AI agents. $DUOL is a consumer app. There will be less consumers willing to pay a premium for a product that can be easily replicated. Look how much consumers are running wild with @Moltbot already. This is just the beginning of personal AI assistants. You don't think it's a matter of time before people start using their personal AI assistant to" [X Link](https://x.com/PhathomResearch/status/2019468155047829811) 2026-02-05T17:48Z [---] followers, [--] engagements "We're definitely entering uncharted waters. It's a stock picker's market for SaaS stocks. They're not all created equal. The sell-off may be warranted for some and not for others. In my opinion an app that can be bundled into a personal AI assistant is in trouble. $DUOL is the current posterchild for being ripe for disruption by a personal AI assistant. https://twitter.com/i/web/status/2019469103036039453 https://twitter.com/i/web/status/2019469103036039453" [X Link](https://x.com/PhathomResearch/status/2019469103036039453) 2026-02-05T17:52Z [---] followers, [--] engagements "None that I know of now but I'm saying the likelihood is VERY high. Personal AI assistants are going to becoming more mainstream quickly. Moltbot was a disruptor and is just the beginning. I'm not saying $DUOL is dead but their future seems much less certain now. It's possible there becomes an AI assistant app marketplace that Duolingo does well on. Maybe the assistant just leverages Duolingo - but then there's the question - is their technology really so proprietary that an LLM can't just spin up a close knock-off themselves I don't have all the answers I just know it's too speculative for" [X Link](https://x.com/PhathomResearch/status/2019482953391243488) 2026-02-05T18:47Z [---] followers, [--] engagements "You may be right but I think consumer apps are much more likely to be replicated and bundled into an assistant vs. enterprise software. Time will tell how it all plays out but it's too much of a WHAT IF for me to invest personally. Nothing against $DUOL bulls though - I hope it does well. https://twitter.com/i/web/status/2019503543929999596 https://twitter.com/i/web/status/2019503543929999596" [X Link](https://x.com/PhathomResearch/status/2019503543929999596) 2026-02-05T20:09Z [---] followers, [--] engagements "I respect your conviction but saying " $DUOL is the only player that can step in and set a global standard of accessible education" seems like a huge reach. The quality of education from $DUOL is not high. It's just addictive. I respect what $DUOL is offering to people - instead of doomscrolling social media people can learn something on the app. But let's not act like it's some life-changing education you're getting from it. It's a fun habit-forming educational game. Not currently anywhere near replacing school systems or setting a global standard of education." [X Link](https://x.com/PhathomResearch/status/2019506779663605919) 2026-02-05T20:21Z [---] followers, [--] engagements "@Luce_On_TSLA It's very good for $PATH. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital" [X Link](https://x.com/PhathomResearch/status/2019517503362461973) 2026-02-05T21:04Z [---] followers, [---] engagements "@Valuemaverick $PATH has been doing massive buybacks. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in" [X Link](https://x.com/PhathomResearch/status/2019523159423398240) 2026-02-05T21:26Z [---] followers, [---] engagements "@cb_doge Bullish for $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical" [X Link](https://x.com/PhathomResearch/status/2019647966806499532) 2026-02-06T05:42Z [---] followers, [---] engagements "@ASchulz888 I dropped that $PATH thread btw.helps answer how PATH will be able to scale agentic orchestration quicker than you may think. https://x.com/i/status/2019593176064176635 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 https://x.com/i/status/2019593176064176635 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇" [X Link](https://x.com/PhathomResearch/status/2019649376851747282) 2026-02-06T05:48Z [---] followers, [---] engagements "Believe it or not I'm only invested in two stocks at the moment. $PATH and $RKLB (in since [----] - avg. cost $7). I have my eye on some other stocks but I am a high concentration investor. I'm waiting for the $PATH thesis to develop more first before getting into anything else. The risk/reward on $PATH at these levels is insane. https://twitter.com/i/web/status/2019764227104203037 https://twitter.com/i/web/status/2019764227104203037" [X Link](https://x.com/PhathomResearch/status/2019764227104203037) 2026-02-06T13:24Z [---] followers, [---] engagements "@jakebrowatzke Just need to survive to $PATH Q4 ER in March 🙏 I have a good feeling about it" [X Link](https://x.com/PhathomResearch/status/2019768504765817312) 2026-02-06T13:41Z [---] followers, [---] engagements "@danieldines @UiPath @WorkFusion Very excited to see this vertical added to $PATH's suite. Well done" [X Link](https://x.com/PhathomResearch/status/2019791729239421399) 2026-02-06T15:14Z [---] followers, [---] engagements "@D27357 Yeah I'm curious too. We may never know the exact sale price - they didn't disclose the Peak acquisition price either. But we can sort of back into it keeping an eye on investing cash flows" [X Link](https://x.com/PhathomResearch/status/2019824942657990954) 2026-02-06T17:26Z [---] followers, [--] engagements "@Valuemaverick @JJWZLL @MylesShank @jakebrowatzke @wealthmatica It's cheap when you factor in the optionality of a huge catalyst unfolding. The r/r on $PATH with a growing legacy business and the imminent agentic orchestration boom - is why they're cheap. That's what the market is currently missing" [X Link](https://x.com/PhathomResearch/status/2019846758495609284) 2026-02-06T18:52Z [---] followers, [---] engagements "$PATH checks all the boxes: - Technical Founder-led company ✅: Daniel Dines - Cheap current valuation ✅: 4x trailing sales - Strong balance sheet ✅: $1.4B in cash with zero debt - Profitability ✅: GAAP profitable and free cash flow positive - Decreasing share count ✅: Strong buybacks outpacing SBC driving shareholder value. - Growing TAM ✅: Projected 30% CAGR through [----] - Growth Catalyst Incoming ✅: Agentic orchestration for enterprises is about to explode. - Strong moat ✅: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and" [X Link](https://x.com/PhathomResearch/status/2020532679247089969) 2026-02-08T16:18Z [---] followers, [--] engagements "$PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines ✅Cheap current valuation: 4x trailing sales ✅Strong balance sheet: $1.4B in cash with zero debt ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks outpacing SBC driving shareholder value. ✅Growing TAM: Projected 30% CAGR through [----] ✅Growth Catalyst Incoming: Agentic orchestration for enterprises is about to explode. ✅Strong moat: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and governed agentic" [X Link](https://x.com/PhathomResearch/status/2020535382308487368) 2026-02-08T16:29Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PhathomResearch PhathomPhathom posts on X about $path, agentic, $paths, ai the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 82.46% finance 37.72% technology brands 6.14% celebrities 0.88% currencies 0.88%
Social topic influence $path #26, agentic #897, $paths #2, ai 14.91%, strong 11.4%, in the 10.53%, $duol 8.77%, business 7.89%, balance sheet 7.89%, llm 7.89%
Top accounts mentioned or mentioned by @aschulz888 @jakebrowatzke @wealthmatica @uipath @hypergrowth102 @valuemaverick @danieldines @slipperyklown @aiguyohzee @cyberprincerwo @wymun21 @krrishabh @jminvesting @bedroomboogie @jjwzll @cyberprince_rwo @marketmatrixs @audittheherd @paperbaginvest @joelchilis
Top assets mentioned UiPath, Inc. (PATH) Duolingo, Inc. (DUOL) Rocket Lab USA, Inc. Common Stock (RKLB) Microsoft Corp. (MSFT) Now Coin (NOW) Rubrik, Inc. (RBRK) Palantir Technologies Inc. (PLTR)
Top posts by engagements in the last [--] hours
"TLDR: A little over halfway through January and [----] already seems to be the year that enterprise agents will start being built at scale driven by the many large technology companies who now offer http://x.com/i/article/2013339043044392960 http://x.com/i/article/2013339043044392960"
X Link 2026-01-19T23:32Z [---] followers, 15.2K engagements
"Just because a stock is down 50%+ from it's high doesn't make it a good buy. Current fundamentals of a business may be the same but the valuation multiple the market is assigning to it has clearly dropped. For many stocks this drop may very well be warranted. Changes in the macro environment like the new Fed chair nominee or changes in the overall AI landscape can cause the market to assign a lower valuation multiple to a business. As an investor you must take all of this into account as you decide which stocks are truly "cheap" now"
X Link 2026-02-07T22:14Z [---] followers, [---] engagements
"$PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks outpacing SBC driving shareholder value. ✅Growing TAM: Projected 30% CAGR through [----] ✅Growth Catalyst Incoming: Agentic orchestration for enterprises is about to explode. ✅Strong moat: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and governed agentic"
X Link 2026-02-08T16:39Z [---] followers, 16.6K engagements
"Not all stock drops are created equal. For growth stocks we're now in a stock picker's market. Before you buy a stock that is down big you better understand why it's down and have strong reasons for why it will go back up. Just because a stock drops it doesn't make it a good buy"
X Link 2026-02-11T15:04Z [---] followers, [---] engagements
"$PATH earnings release set for March 11th after the bell. I'm optimistic that a strong quarter/Maestro contributions in FY27 guidance will send the stock back into the $20s with no turning back"
X Link 2026-02-12T04:05Z [---] followers, [----] engagements
"$PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". While it's interesting to see tens of thousands of agents pulling data connecting to APIs and making posts to the platform I view most of the "social" aspect as a marketing gimmick considering these agents are not socially aware. The viral factor is that Moltbook is creating a platform where all of these agents can"
X Link 2026-02-01T21:45Z [---] followers, [----] engagements
"$PATH is the anti #moltbook. $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network". $PATH is the anti-Moltbook. TLDR; if Moltbook is giving us a glimpse into the agentic Wild West on the consumer side $PATH's Maestro is showing us what the Sheriff looks like on the enterprise side. There has been a lot of hype around Moltbook - the AI agent "social network""
X Link 2026-02-02T01:10Z [---] followers, [---] engagements
"Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology."
X Link 2026-02-04T03:27Z [---] followers, [----] engagements
"This is why $PATH is an easy buy. Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows"
X Link 2026-02-04T03:39Z [---] followers, [----] engagements
"@ASchulz888 100% agree. $PATH is currently my highest conviction investment"
X Link 2026-02-04T04:20Z [---] followers, [---] engagements
"Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. This tells me $12 is likely close to the bottom for $PATH. https://twitter.com/i/web/status/2019128348249632861 https://twitter.com/i/web/status/2019128348249632861"
X Link 2026-02-04T19:18Z [---] followers, [----] engagements
"$PATH ended with 73% higher volume than an average day. And its price closed up 1.48%. No guarantees of a bottom but I like the looks of it. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That means tons of buyers are coming in and agreeing with sellers to handover the shares at this price. Over [--] million $PATH shares traded so far today. This is 1.5x the average daily volume and we still have almost [--] hours left of regular trading. And the stock price is FLAT. That"
X Link 2026-02-04T23:50Z [---] followers, [----] engagements
"@MarketMatrixs $PATH Wave [--] catalyst will likely be Q4 ER in March.assuming continued revenue growth acceleration and strong guidance for FY 2027"
X Link 2026-02-05T00:09Z [---] followers, [---] engagements
"Sorry but I have to keep it real. $DUOL doesn't have a moat. And the elephant in the room.no one learns to speak languages fluently using $DUOL anyway. Not trying to kick the stock while it's down but I honestly don't see the moat or allure. We're quickly entering a world where anyone can vibe code a custom app quickly that's tailored to their specific needs. All of the data $DUOL has won't matter if individuals just use an agent to build themselves a custom learning app. Can someone tell me why I'm wrong https://twitter.com/i/web/status/2019247458157519249"
X Link 2026-02-05T03:11Z [---] followers, [----] engagements
"Great point. $PATH has averaged buybacks at $12 per share so the stock is right in their buy range. https://x.com/i/status/2010379710837174310 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. https://x.com/i/status/2010379710837174310 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"
X Link 2026-02-05T21:28Z [---] followers, [----] engagements
"True. And let's not forget $PATH JUST became GAAP profitable in FY26 so they're in the early days of ramping up earnings through higher operational leverage. Based on that i like to still look at their revenue multiple which is only 4x TTM sales. Once the market sees that they're accelerating revenue growth (optmistic for a strong Q4) that could quickly double the multiple to 8x sales which would quickly re-price them to the mid $20s.and that's not even baking in a meaningful increase in revenue from Maestro. https://twitter.com/i/web/status/2019527615577461109"
X Link 2026-02-05T21:44Z [---] followers, [---] engagements
"@jakebrowatzke @AuditTheHerd @slipperyklown @PaperBagInvest @UiPath 100% agree. This is bullish for $PATH"
X Link 2026-02-06T01:07Z [---] followers, [---] engagements
"When I first started looking into $PATH's agentic orchestration platform Maestro I was excited but I was admittedly concerned about how they were going to feasibly implement complex orchestrations across their existing 10K+ enterprise customer base. As Chief Product Officer Graham Sheldon acknowledges below - Maestro is extremely powerful but it can also be difficult to get things setup initially. https://twitter.com/i/web/status/2019593241251774661 https://twitter.com/i/web/status/2019593241251774661"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements
"This concern was alleviated at the [----] Fusion event last fall when $PATH Chief Product Officer Graham Sheldon unveiled their new suite of "turnkey" vertical orchestration solutions. Majority of the legwork in these verticals is pre-configured and grounded in real use cases. This will make it much quicker to get these running for customers meaning less lead-time from lead generation to revenue generation. https://twitter.com/i/web/status/2019593243546030187 https://twitter.com/i/web/status/2019593243546030187"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements
"There are two things that stood out to me from what the $PATH CPO said in the prior video. These solutions are pre-built configurations that are "grounded in real use cases" and "co-developed with industry leaders". Well when do we think this co-development with industry leaders happened Most likely in early [----] with the initial customers that were first brought on as testers during the Maestro private preview. If you read between the lines you'll realize that $PATH is working closely with their largest customers to solve their biggest pain points by building powerful complex agentic"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements
"This video highlights $PATH's eight turnkey vertical solutions that they announced at Fusion [----] last fall. Eight $PATH vertical solutions spanning three key industries - Financial Services Manufacturing and Retail and Healthcare. Note that one of these solutions Peak AI for merchandise pricing and inventory management was acquired by $PATH in [----] - the rest were developed in-house. https://twitter.com/i/web/status/2019593247933268191 https://twitter.com/i/web/status/2019593247933268191"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements
"Key Takeaways - $PATH recognizes that the initial setup of agentic orchestration is complex and time consuming. - To mitigate this they have leveraged the development hours they put in early-on with their largest customers to develop POCs - They have created [--] vertical turnkey solutions solving the most in-demand agentic orchestrations across three key industries - Financial Services Manufacturing and Retail and Healthcare. - These pre-configured orchestrations allow for much quicker product implementation generating operating leverage for $PATH and driving future revenue growth and higher"
X Link 2026-02-06T02:05Z [---] followers, [---] engagements
"New $PATH thread on the massive operating leverage being built. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇"
X Link 2026-02-06T02:11Z [---] followers, [----] engagements
"This is bullish for $PATH. Not long ago the negative sentiment around PATH was that RPA was dead.well this proves it's not. MacroHard is RPA.with an LLM brain. It's very similar to what PATH is building with ScreenAgent. TLDR; RPA can now read screens and it's going to emulate human interaction with UIs. Elon Musk on MACROHARD: "I'd be surprised if by end of this year the digital human emulation has not been solved. That's what we mean by like the sort of MACROHARD project is can you do anything that a human with access to a computer could do That's the best you can do https://t.co/s5Kpwapy2E"
X Link 2026-02-06T02:55Z [---] followers, [----] engagements
"BREAKING: $PATH just acquired WorkFusion adding yet another vertical with agents specializing in preventing financial crimes/KYC compliance. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇"
X Link 2026-02-06T13:57Z [---] followers, [----] engagements
"Q4 ER will definitely be telling. Especially around guidance for FY27. I think all signs are pointing to a massive beat and hopefully strong guidance (although management is historically conservative on guidance). Btw re: your concerns about SBC. $PATH is one of the few growth companies where their share count has been decreasing due to all the buybacks outpacing SBC. I made a post about this toward the end of last year. https://x.com/i/status/2010379710837174310 https://x.com/i/status/2010379710837174310"
X Link 2026-02-06T14:36Z [---] followers, [---] engagements
"For those with concerns about share-based compensation dilution.don't forget $PATH has been buying back shares rapidly driving a net DECREASE in shares outstanding. Their buybacks outpace SBC and they likely just bought back more at $12 on this dip. Thanks to $PATH's strong free cash flow they were able to buyback $800 million worth of shares without borrowing a penny. They still maintain a cash balance of well over a billion dollars with zero debt. And while many speculative tech stocks are going through significant https://t.co/AMTCBpLiUI Thanks to $PATH's strong free cash flow they were"
X Link 2026-02-06T15:04Z [---] followers, [----] engagements
"@joelchilis Just keeping an eye on the news feed. I try to share big $PATH news as soon as I hear it"
X Link 2026-02-06T17:47Z [---] followers, [---] engagements
"$PATH has an active buyback program. They've been buying back the past couple years - averaging $12 per share. We won't know for sure how much they bought back in the most recent quarter (Q4) until their ER comes in out March. However I expect a lot of the buybacks occurred the past few days which wouldn't show up until Q1 ER released in June. https://twitter.com/i/web/status/2019833875405427163 https://twitter.com/i/web/status/2019833875405427163"
X Link 2026-02-06T18:01Z [---] followers, [---] engagements
"Welcome aboard $PATH is my highest conviction investment. I wrote this article last month explaining why I think the company is in the perfect position to capitalize on the agentic automation future that's unfolding. I can't speak to $RBRK - haven't done as much research but I'm sure others can help you. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-06T18:32Z [---] followers, [---] engagements
"It's not really my style to put out firm price targets - especially because the multiples the market assigns to companies can be pretty unpredictable at times. But $PATH is currently priced at 4x TTM sales which is very cheap. Once the market realizes their growth engine is back with agentic i think they could re-price to 8x price-to- sales multiple very quickly. That alone would put them in the mid-$20s. That to me is a no-brainer that it'll happen. But I'm not buying because I have a firm price target in mind. I'm buying because of how cheap the stock is and how strong the business is in an"
X Link 2026-02-06T18:45Z [---] followers, [---] engagements
"@wealthmatica $PATH shorts are going to get destroyed after the next ER"
X Link 2026-02-07T02:40Z [---] followers, [----] engagements
"Thanks for this - a very informative article. I'm still concerned about the health of the balance sheet but totally see the argument of why it could be a buy here given all of the growing verticals and a relatively cheap price-to-sales multiple. The VLEO and drone business is very interesting; space manufacturing too. https://twitter.com/i/web/status/2020207591679303794 https://twitter.com/i/web/status/2020207591679303794"
X Link 2026-02-07T18:46Z [---] followers, [--] engagements
"@Aiguyohzee With all due respect you're being distracted by nonsense. Daniel Dines is still the largest shareholder of the company. And the company has been buying back tons of shares. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling'"
X Link 2026-02-08T21:09Z [---] followers, [--] engagements
"@BastianelliLore I was with you until I saw that you're saying $DUOL isn't about to get disrupted. "Learning" from an app on your phone is about to become the dinosaur. disrupted by personal AI assistants"
X Link 2026-02-08T21:24Z [---] followers, [---] engagements
"@Ashton_1nvests $PATH and it's not even close. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP"
X Link 2026-02-09T03:11Z [---] followers, [---] engagements
"@midascabal $PATH. Agentic enterprise orchestration is going to explode. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero"
X Link 2026-02-09T07:59Z [---] followers, [----] engagements
"@YodaStockInvest $PATH at $12-13. https://x.com/i/status/2019850071253086594 Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price https://x.com/i/status/2019850071253086594 Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy"
X Link 2026-02-09T08:02Z [---] followers, [---] engagements
"@ASchulz888 Respectfully disagree - I guess my posts weren't convincing enough 😉. $PATH is my highest conviction play. I think we see $20s after the next earnings calls and that's just the beginning. Best of luck though"
X Link 2026-02-09T16:30Z [---] followers, [---] engagements
"I hear ya. This landscape is rapidly changing. Companies are going to need to adapt to survive. There's no company that will be able to sit still for years in this market without becoming obsolete. The fact that $PATH was one of the first to start working on agentic orchestrations shows that they have what it takes to keep adapting. They have very deep knowledge of pain points of the largest most complex business processes. This is a huge advantage as they plan for the future. https://twitter.com/i/web/status/2020908686386897215 https://twitter.com/i/web/status/2020908686386897215"
X Link 2026-02-09T17:12Z [---] followers, [---] engagements
"@SpaceInvestor_D 100% agree. That's why the upside on a company like $RKLB is so hard to imagine. If your horizon is long enough the TAM could be massive"
X Link 2026-02-10T02:18Z [---] followers, [---] engagements
"@GrindeOptions $PATH without a doubt. https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks https://x.com/i/status/2020537926963372255 $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP"
X Link 2026-02-10T03:29Z [---] followers, [----] engagements
"Absolutely. Great article. Both $PLTR and $PATH are working on connecting many systems and agents throughout a company. Their approach is a bit different "digital twin" vs. "real-time orchestration" - but both are extremely valuable to an enterprise. A big difference is that the stock market already figured it out with PLTR and is pricing them at 75x sales. Meanwhile PATH is priced at 4x. https://twitter.com/i/web/status/2021215919901458626 https://twitter.com/i/web/status/2021215919901458626"
X Link 2026-02-10T13:33Z [---] followers, [---] engagements
"@AndrysCharlie @ChrisMMillas Their moat isn't in a specific piece of software. It's in their ability to orchestrate many agents and robots built by many different vendors across complex workflows that follow business rules and complex regulatory frameworks. $PATH is the trust layer"
X Link 2026-02-10T16:46Z [---] followers, [---] engagements
"@daveginvesting Congrats. I am an early $RKLB investor as well and have really enjoyed the ride together with you and the rest of the RKLB Weekly crew.especially in the early days when the stock was at $4-5. Appreciate all your research"
X Link 2026-02-10T17:20Z [---] followers, [---] engagements
"$PATH's moat is not in a specific piece of software that is currently threatened by AI. Their moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop from the top-down. As the barrier to entry to build agents quickly drops and as robots get more ubiquitous this will create even more demand for an agnostic platform to orchestrate it all. As coding custom software gets more commoditized this doesn't threaten $PATH. If a company wanted to create custom software and"
X Link 2026-02-10T17:35Z [---] followers, [---] engagements
"@jakebrowatzke $PATH and $RKLB. Haven't decided on a third yet 🤔"
X Link 2026-02-10T22:30Z [---] followers, [---] engagements
"@cyberprince_rwo Did you really just say smart contracts have no use"
X Link 2026-02-10T22:52Z [---] followers, [---] engagements
"@cyberprince_rwo Luckily I'm too well informed to fall for that noise. Good luck"
X Link 2026-02-10T22:55Z [---] followers, [---] engagements
"Devil's advocate: have you considered that the medium that people choose to learn through will completely change It's not just about AI allowing for cheaper knockoff $DUOL apps but that personalized learning may get bundled within personal AI assistants making learning from apps on your phone obsolete altogether. https://twitter.com/i/web/status/2021429566326100332 https://twitter.com/i/web/status/2021429566326100332"
X Link 2026-02-11T03:42Z [---] followers, [---] engagements
"@CoffeeStocksGuy One more. Orchestration: $PATH https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-11T04:50Z [---] followers, [---] engagements
"@WyMun21 I have Jan [----] $22s"
X Link 2026-02-11T21:48Z [---] followers, [--] engagements
"$PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇"
X Link 2026-02-06T02:05Z [---] followers, [----] engagements
"Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price to 8x after their next ER putting them back in the mid-$20s. From there the sky's the limit on revenue growth and multiple expansion. We've seen how crazy the market can get with high price multiples when companies are in the right place at the right time. Exciting time to be a $PATH shareholder."
X Link 2026-02-06T19:05Z [---] followers, [----] engagements
"Last night when I dropped this thread $PATH had [--] verticals.this morning they added a 9th - Financial Crime Compliance (e.g. AML and KYC). I expect many more verticals to be added over time via both in-house development and acquisitions. This is operating leverage in the making. $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin"
X Link 2026-02-06T22:54Z [---] followers, [----] engagements
"It's genuinely difficult to find a stock that checks all these boxes. $PATH $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks $PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines. ✅Cheap current valuation: 4x trailing sales. ✅Strong balance sheet: $1.4B in cash with zero debt. ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing"
X Link 2026-02-08T17:01Z [---] followers, [----] engagements
"$PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for. https://t.co/JCds1ZhfOP https://t.co/JCds1ZhfOP"
X Link 2026-02-10T12:43Z [---] followers, [----] engagements
"$PATH's preparation is about to start paying off. $PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for. $PATH is the agnostic trust layer for orchestrating agents robots and humans-in-the-loop across an enterprise. As more agents are introduced by more vendors it validates the vision that CEO Daniel Dines has been preparing for"
X Link 2026-02-10T13:00Z [---] followers, [----] engagements
"$PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop from the top-down. As the barrier to entry to build agents quickly drops and as robots get more ubiquitous this will create even more demand for an agnostic platform to orchestrate it all. As coding custom software gets more commoditized this doesn't threaten $PATH. If a company wanted to create custom software and"
X Link 2026-02-10T17:58Z [---] followers, [----] engagements
"With every new agent that enters the world $PATH's moat gets stronger. $PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents robots and humans-in-the loop $PATH's moat is not in a specific piece of software that is currently threatened by AI. The moat is that they are the agnostic trust layer that allows enterprises to fully unlock their automation potential by orchestrating a limitless number agents"
X Link 2026-02-10T18:18Z [---] followers, [----] engagements
"When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of infrastructure is the software infrastructure. These are the software guardrails and environments that the millions of enterprise agents and software robots will actually be deployed in. $PATH has built this software infrastructure for their enterprise customers to actually USE all of the amazing AI tools created by Claude OpenAI Google etc. The more"
X Link 2026-02-11T17:09Z [---] followers, [----] engagements
"Misunderstood fact: $PATH builds enterprise AI software infrastructure. When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of infrastructure is the software When people talk about AI infrastructure they mainly think very upstream: chips datacenters energy. What about the infrastructure that enterprise customers need to actually deploy all of the new models and agents The most misunderstood piece of"
X Link 2026-02-11T17:13Z [---] followers, [----] engagements
"Know what you're getting with $PATH at these prices. Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely re-price Buying $PATH in the $12s and you get a growing legacy RPA business priced at 4x trailing sales plus the optionality of the massive catalyst that is the agentic orchestration boom. It's a no-brainer buy in my opinion. My guess is the price-to-sales multiple will likely"
X Link 2026-02-11T18:45Z [---] followers, [----] engagements
"100%. Point #2 is basically the thesis for $PATH. AI software infrastructure needs to be laid out before companies can safely and effectively weave agents into their workflows. $PATH provides the guardrails for enterprises to leverage agents while following customized business logic regulatory compliance data governance identity/access controls etc. And humans can and should be a key part of these workflows where the stakes are too high to have an agent make a final decision. PATH makes it easy to have humans in the loop to approve or review specific checkpoints in a workflow."
X Link 2026-02-12T16:51Z [---] followers, [---] engagements
"@InvestwithDoc Barclays 23rd Annual Global Technology Conference :: UiPath Inc. (PATH) https://share.google/vKKt5hzGco8u29eNZ https://share.google/vKKt5hzGco8u29eNZ"
X Link 2025-12-19T03:18Z [---] followers, [--] engagements
"I have been saying this for a while - RPA is not dead. The reality for many businesses is that automating interactions with UIs is still a huge pain point that RPA solves. This video about xAI's Macrohard plans below validates that. What does this mean for $PATH They're in the perfect spot. Full article in comments 👇 https://twitter.com/i/web/status/2013396473811963906 https://twitter.com/i/web/status/2013396473811963906"
X Link 2026-01-19T23:41Z [---] followers, [----] engagements
"$PATH is in the perfect spot to capitalize on the growing market of agents. https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP https://x.com/PhathomResearch/status/2013394067535659517s=20 https://t.co/JCds1ZhfOP"
X Link 2026-01-19T23:46Z [---] followers, [----] engagements
"Spot on. $PATH meets customers "where they are" as opposed to forcing them to change their existing stack. UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It can connect to all of them move UiPath is infrastructure-agnostic. What does that actually mean It means UiPath works with whatever tech stack a company already uses. It doesnt care what cloud providers software applications databases or tools are in place. It"
X Link 2026-01-22T18:19Z [---] followers, [----] engagements
"Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇"
X Link 2026-01-25T22:45Z [---] followers, [----] engagements
""Giving prompted roles to models and then orchestrating them gives better results than any single frontier model." -Satya Nadella Microsoft CEO at Davos [----]. This validates $PATH's approach to being a leader in agnostic workflow orchestration"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
""As a percentage of GDP [--] years from now where will tech be It will be higher. There's a lot of intense competition but it's not as zero-sum as some people make it out to be." -Satya Nadella Microsoft CEO at Davos [----] In other words the rising tide of AI adoption will lift many ships in the space. As an investor looking for alpha I take this as meaning $PATH's revenue multiple should be priced for growth. The market is slow to recognize this but [----] will likely be the year it becomes clear"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
"Key Takeaways: - During Davos [----] you can draw parallels between Satya Nadella's remarks and the vision that Daniel Dines has laid out for $PATH since mid-2024. - While there are many competing LLMs and agent builders Satya Nadella stated that orchestration of models and agents will be much more powerful than any single LLM. This validates $PATH's foundational shift to being an agnostic agentic workflow orchestrator. - When it comes to competition in the space the overall TAM is expected to grow rapidly meaning this is not a "zero-sum game". As the overall workflow automation pie gets bigger"
X Link 2026-01-25T22:45Z [---] followers, [---] engagements
"Finding alpha is about connecting the dots quicker than the broader market. $PATH Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇 Last week at Davos Microsoft CEO Satya Nadella validated $PATH's agnostic approach to agentic orchestration and gave his thoughts on competition in the space. Thread below 👇"
X Link 2026-01-25T22:58Z [---] followers, [----] engagements
"@MontanaMatos 100%. Hearing Alex Karp and Satya at Davos and the xAI leak (re: Macrohard) over the past couple weeks - it all points to $PATH being positioned extremely well"
X Link 2026-01-25T23:48Z [---] followers, [---] engagements
"Yep I agree that it will all come back to IRR. And maybe not all flows will be consumption-based but in the financial services industry flows like loan originations most likely will. The sales pitch could be that a lender used to spend "X" on human labor to originate a loan - now that's automated so it should be worth paying UiPath "Y" per application that goes through the workflow. If "Y" is significantly less than "X" and provides a better decisioning process that's the value proposition. So in this case the cost of paying $PATH will become part of the lender's unit cost for decisioning"
X Link 2026-01-27T20:10Z [---] followers, [--] engagements
""We haven't come across a partner like UiPath" Allegis Group does over $14B in annual revenue. This is just the beginning.👀 $PATH Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0 Hearing Paul Kistner describing our partnership with @AllegisGlobal in this wayis exactly what we strive for. Grateful forcollaborations that push our thinking and make us better. https://t.co/4Ohk4pigt0"
X Link 2026-01-28T05:12Z [---] followers, [----] engagements
"@vander_lane Great point. The market hasn't yet connected the dots on $PATH. This is how you find alpha"
X Link 2026-01-28T13:06Z [---] followers, [---] engagements
"The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. What does this mean The market continues to be weary of software companies that they view as potentially threatened by AI. $NOW revenue growth acceleration is flattening and the market is contracting their price-to-forward sales accordingly. https://twitter.com/i/web/status/2016862169405456604"
X Link 2026-01-29T13:13Z [---] followers, [----] engagements
"$PATH is being dragged down pre-market by $NOW and the continued software sell-off. I expect unimpressive price action for $PATH until their Q4 earnings call in March (barring some sort of other news catalyst). This presents a great time to accumulate shares for long-term investors. The software sell-off continues with $NOW down 9% pre-market after delivering a beat on both the top and bottom line. Q4 and FY [----] came in at 21% Y-Y revenue growth. They are guiding for FY [----] to also be at 21% revenue growth. This is down 2ppt vs. 23% Y-Y growth in FY [----]. The software sell-off continues"
X Link 2026-01-29T13:34Z [---] followers, [----] engagements
"$NOW is leading the SaaS sell-off today. $PATH is still getting lumped in. But PATH's revenue multiple is so cheap I think they have to hit a floor soon (I'm shocked it even made it into the $13s pre-market). I still think we see a major reversal in PATH trajectory after the next earnings call and it gaps up. https://twitter.com/i/web/status/2016870117678669924 https://twitter.com/i/web/status/2016870117678669924"
X Link 2026-01-29T13:44Z [---] followers, [---] engagements
"@juiceboxlines @KrRishabh_ $PATH hit $19.84 after their last earnings report. I could easily see new 52-week highs (i.e. move into the $20s) with no looking back"
X Link 2026-01-29T14:38Z [---] followers, [---] engagements
"@therealandyha Absolutely. Software stocks are a stock picker's market right now. Some selloffs are justified but $PATH has no business being this cheap. Price-to-sales of 4x while revenue growth is accelerating and the overall TAM is growing is wild"
X Link 2026-01-31T04:49Z [---] followers, [---] engagements
"@jminvesting Yeah I hope CTOs around the world are paying attention to OpenClaw and asking themselves how they can have agentic automation in their enterprise without the security risks.enter $PATH"
X Link 2026-02-02T03:39Z [---] followers, [---] engagements
"@wealthmatica @thatsmyquant_ Absolutely. Patiently waiting for the market to stop sleeping on $PATH. I think their next earnings report in March may be the catalyst we've been waiting for"
X Link 2026-02-02T18:17Z [---] followers, [---] engagements
"An underappreciated aspect of rocket development is infrastructure buildout to scale production. $RKLB is putting on a masterclass. Very excited to see Neutron hit the pad this year and ultimately scale production. Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we employed for Electron now one of the most frequently launched https://t.co/4QAFTvPti2 Introducing a disruptive new launch capability requires more than just building a new"
X Link 2026-02-03T22:35Z [---] followers, [---] engagements
"Technical Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is greatly benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows this and they're not wasting time putting that to work - RPA is one their competitive advantages and they're making sure that their "Screen Agent" is at the top of the charts. The thousands of RPA workflows that currently exist at their 10000+ current customers can easily be upsold with much stronger RPA technology."
X Link 2026-02-04T03:14Z [---] followers, [--] engagements
"At minimum upselling existing customers makes them a safe buy with upside. But I believe they're setup to be a leader in agentic orchestration too - potential massive multi-bagger with very little downside risk from current levels. We'll know soon if their agentic orchestration is gaining traction. https://x.com/i/status/2018889225735664072 https://x.com/i/status/2018889225735664072"
X Link 2026-02-04T04:34Z [---] followers, [---] engagements
"@amitisinvesting Check out $PATH. Very little downside with lots of upside. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is"
X Link 2026-02-04T05:58Z [---] followers, [---] engagements
"@petervasquez9 Yeah so $PATH ended with 73% higher volume than an average day. And it's price closed up 1.48%. Could be a signal that we're nearing a bottom. No guarantees but I like the looks of it"
X Link 2026-02-04T23:47Z [---] followers, [---] engagements
"The market is preparing for the new Fed chair nominee Kevin Warsh. This is a very informative video by @UnrivaledInvest that could help explain some of the multiple compression we're currently seeing in tech. Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp Nomination of Warsh as Fed Chair is definitely thought provoking. High caliber pick. That said the focus on potential balance sheet reductions makes me cautious. https://t.co/P5yGDHmmgp"
X Link 2026-02-05T00:24Z [---] followers, [---] engagements
"@wealthmatica Might want to consider more $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this"
X Link 2026-02-05T00:57Z [---] followers, [---] engagements
"And to pile on to my $DUOL rant. The only argument I can see for a moat is that their customer data is so deep and vast that they can build the world's leading foundational educational model.this would truly be valuable. But does anyone believe the customer data collected by $DUOL is that valuable for deep learning Maybe I'm missing something but based on the extent of my interaction with $DUOL.the data they collect isn't earth shattering. I would imagine Khan Academy Kaplan and other educational platforms probably have much richer educational data that could be used for deeper foundational"
X Link 2026-02-05T04:25Z [---] followers, [---] engagements
"@KrRishabh_ 💯. This has now become a stock picker's market for software stocks. They're not all built equal. The sell-off is warranted for some and not for others. As you know I am with you on $PATH"
X Link 2026-02-05T05:00Z [---] followers, [---] engagements
"Thanks for the response - I appreciate the dialouge. The reason why I ask what $DUOL's moat is: if they don't have one they're bound to see their user base and/or margins decline over time. On your first point about gamification and dopamine loops. I don't disagree that $DUOL does that well but there are many other gaming apps that have mastered this too. If many others have figured out the nuances of gamification and dopamine loops then it's not a strong moat for $DUOL. What is stopping another mobile gaming company from leveraging their dopamine loop expertise and using AI to quickly"
X Link 2026-02-05T13:18Z [---] followers, [---] engagements
"@hypergrowth102 $PATH is my highest conviction investment. https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-05T14:37Z [---] followers, [----] engagements
"@bedroomboogie @hypergrowth102 https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP https://x.com/i/status/2013394067535659517 https://t.co/JCds1ZhfOP"
X Link 2026-02-05T14:37Z [---] followers, [---] engagements
"@bedroomboogie @hypergrowth102 "Nonsense already from the header". What an insightful response you provided. Did you even read the article Your argument of there not being "top AI researchers at $PATH" isn't even one of the points made in the article so I'm assuming you didn't read it. Have a good day"
X Link 2026-02-05T14:47Z [---] followers, [---] engagements
"@ASchulz888 Thank you sir. The new $PATH thread I promised is coming soon too"
X Link 2026-02-05T15:48Z [---] followers, [---] engagements
"Jensen was talking about enterprise software not being reinvented every time its needed. For example he's saying a company will likely not code up a new CRM tool on the fly when Salesforce has already built a great tool that can be leveraged by AI agents. $DUOL is a consumer app. There will be less consumers willing to pay a premium for a product that can be easily replicated. Look how much consumers are running wild with @Moltbot already. This is just the beginning of personal AI assistants. You don't think it's a matter of time before people start using their personal AI assistant to"
X Link 2026-02-05T17:48Z [---] followers, [--] engagements
"We're definitely entering uncharted waters. It's a stock picker's market for SaaS stocks. They're not all created equal. The sell-off may be warranted for some and not for others. In my opinion an app that can be bundled into a personal AI assistant is in trouble. $DUOL is the current posterchild for being ripe for disruption by a personal AI assistant. https://twitter.com/i/web/status/2019469103036039453 https://twitter.com/i/web/status/2019469103036039453"
X Link 2026-02-05T17:52Z [---] followers, [--] engagements
"None that I know of now but I'm saying the likelihood is VERY high. Personal AI assistants are going to becoming more mainstream quickly. Moltbot was a disruptor and is just the beginning. I'm not saying $DUOL is dead but their future seems much less certain now. It's possible there becomes an AI assistant app marketplace that Duolingo does well on. Maybe the assistant just leverages Duolingo - but then there's the question - is their technology really so proprietary that an LLM can't just spin up a close knock-off themselves I don't have all the answers I just know it's too speculative for"
X Link 2026-02-05T18:47Z [---] followers, [--] engagements
"You may be right but I think consumer apps are much more likely to be replicated and bundled into an assistant vs. enterprise software. Time will tell how it all plays out but it's too much of a WHAT IF for me to invest personally. Nothing against $DUOL bulls though - I hope it does well. https://twitter.com/i/web/status/2019503543929999596 https://twitter.com/i/web/status/2019503543929999596"
X Link 2026-02-05T20:09Z [---] followers, [--] engagements
"I respect your conviction but saying " $DUOL is the only player that can step in and set a global standard of accessible education" seems like a huge reach. The quality of education from $DUOL is not high. It's just addictive. I respect what $DUOL is offering to people - instead of doomscrolling social media people can learn something on the app. But let's not act like it's some life-changing education you're getting from it. It's a fun habit-forming educational game. Not currently anywhere near replacing school systems or setting a global standard of education."
X Link 2026-02-05T20:21Z [---] followers, [--] engagements
"@Luce_On_TSLA It's very good for $PATH. https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital"
X Link 2026-02-05T21:04Z [---] followers, [---] engagements
"@Valuemaverick $PATH has been doing massive buybacks. https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in capital allocation - buying back 67.7M shares at a 79% discount to their Series F/IPO price. Thread below 👇 https://t.co/94gYdDLAQZ https://x.com/i/status/2010379710837174310 The 'Daniel Dines is selling' narrative is a distraction. While the market is fixated on small insider sales $PATH management has been performing a masterclass in"
X Link 2026-02-05T21:26Z [---] followers, [---] engagements
"@cb_doge Bullish for $PATH https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical reaction. LLM "vision" makes RPA technology significantly smarter. PATH knows https://x.com/i/status/2018889225735664072 Technological Convergence. This is when independently developed technologies come together to equal something much greater than the sum of the parts. $PATH is a benefitting from this digital chemical"
X Link 2026-02-06T05:42Z [---] followers, [---] engagements
"@ASchulz888 I dropped that $PATH thread btw.helps answer how PATH will be able to scale agentic orchestration quicker than you may think. https://x.com/i/status/2019593176064176635 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇 https://x.com/i/status/2019593176064176635 $PATH is generating operating leverage by going vertical. This strategic move will greatly accelerate $PATH's revenue growth and margin expansion in the agentic era. Thread below 👇"
X Link 2026-02-06T05:48Z [---] followers, [---] engagements
"Believe it or not I'm only invested in two stocks at the moment. $PATH and $RKLB (in since [----] - avg. cost $7). I have my eye on some other stocks but I am a high concentration investor. I'm waiting for the $PATH thesis to develop more first before getting into anything else. The risk/reward on $PATH at these levels is insane. https://twitter.com/i/web/status/2019764227104203037 https://twitter.com/i/web/status/2019764227104203037"
X Link 2026-02-06T13:24Z [---] followers, [---] engagements
"@jakebrowatzke Just need to survive to $PATH Q4 ER in March 🙏 I have a good feeling about it"
X Link 2026-02-06T13:41Z [---] followers, [---] engagements
"@danieldines @UiPath @WorkFusion Very excited to see this vertical added to $PATH's suite. Well done"
X Link 2026-02-06T15:14Z [---] followers, [---] engagements
"@D27357 Yeah I'm curious too. We may never know the exact sale price - they didn't disclose the Peak acquisition price either. But we can sort of back into it keeping an eye on investing cash flows"
X Link 2026-02-06T17:26Z [---] followers, [--] engagements
"@Valuemaverick @JJWZLL @MylesShank @jakebrowatzke @wealthmatica It's cheap when you factor in the optionality of a huge catalyst unfolding. The r/r on $PATH with a growing legacy business and the imminent agentic orchestration boom - is why they're cheap. That's what the market is currently missing"
X Link 2026-02-06T18:52Z [---] followers, [---] engagements
"$PATH checks all the boxes: - Technical Founder-led company ✅: Daniel Dines - Cheap current valuation ✅: 4x trailing sales - Strong balance sheet ✅: $1.4B in cash with zero debt - Profitability ✅: GAAP profitable and free cash flow positive - Decreasing share count ✅: Strong buybacks outpacing SBC driving shareholder value. - Growing TAM ✅: Projected 30% CAGR through [----] - Growth Catalyst Incoming ✅: Agentic orchestration for enterprises is about to explode. - Strong moat ✅: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and"
X Link 2026-02-08T16:18Z [---] followers, [--] engagements
"$PATH checks all the boxes: ✅Technical Founder-led company: Daniel Dines ✅Cheap current valuation: 4x trailing sales ✅Strong balance sheet: $1.4B in cash with zero debt ✅Profitability: GAAP profitable and free cash flow positive. ✅Decreasing share count: Strong buybacks outpacing SBC driving shareholder value. ✅Growing TAM: Projected 30% CAGR through [----] ✅Growth Catalyst Incoming: Agentic orchestration for enterprises is about to explode. ✅Strong moat: Over [-----] "sticky" enterprise customers with high switching costs. $PATH has deep legacy system connectivity and governed agentic"
X Link 2026-02-08T16:29Z [---] followers, [--] engagements
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