[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

# ![@jakebrowatzke Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::244848653.png) @jakebrowatzke Jake Browatzke 🚀

Jake Browatzke 🚀 posts on X about $path, ai, $lmnd, $four the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::244848653/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244848653/c:line/m:interactions.svg)

- X Week XXXXXXX +39%
- X Month XXXXXXXXX +51%
- X Months XXXXXXXXX +1,226%
- X Year XXXXXXXXX +757%

### Mentions: XX [#](/creator/twitter::244848653/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244848653/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXX +70%
- X Months XXXXX +912%
- X Year XXXXX +538%

### Followers: XXXXXX [#](/creator/twitter::244848653/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244848653/c:line/m:followers.svg)

- X Week XXXXXX +7.10%
- X Month XXXXXX +9.10%
- X Months XXXXXX +36%
- X Year XXXXXX +41%

### CreatorRank: XXXXXXX [#](/creator/twitter::244848653/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244848653/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3337 [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$path](/topic/$path) #3, [ai](/topic/ai) 7.91%, [$lmnd](/topic/$lmnd) #77, [$four](/topic/$four) #2, [$odd](/topic/$odd) #1, [$paths](/topic/$paths) #1, [ceo](/topic/ceo) #2856, [bullish](/topic/bullish) #246, [$hims](/topic/$hims) #142, [$fvrr](/topic/$fvrr) #2

**Top accounts mentioned or mentioned by**
[@danieldines](/creator/undefined) [@uipath](/creator/undefined) [@yochana42437421](/creator/undefined) [@davyinvests](/creator/undefined) [@aviagrawaal](/creator/undefined) [@bjmtweets](/creator/undefined) [@howtoinvest_jb](/creator/undefined) [@caesarcapitalz](/creator/undefined) [@neil_x10](/creator/undefined) [@neo8634](/creator/undefined) [@mattscottcap](/creator/undefined) [@paperbaginvest](/creator/undefined) [@slipperyklown](/creator/undefined) [@neilx10](/creator/undefined) [@this_investor](/creator/undefined) [@under10sniper](/creator/undefined) [@the_greenseeker](/creator/undefined) [@chill_investing](/creator/undefined) [@fundstrat](/creator/undefined) [@letushead](/creator/undefined)

**Top assets mentioned**
[UiPath, Inc. (PATH)](/topic/$path) [Lemonade, Inc. (LMND)](/topic/$lmnd) [4 (FOUR)](/topic/$four) [ODDITY Tech Ltd. Class A Ordinary Shares (ODD)](/topic/$odd) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Monero (XMR)](/topic/$xmr) [The Root Network (ROOT)](/topic/$root) [Palantir (PLTR)](/topic/$pltr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Confluent, Inc. Class A Common Stock (CFLT)](/topic/$cflt) [Rubrik, Inc. (RBRK)](/topic/$rbrk) [Zcash (ZEC)](/topic/zcash) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global, Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last XX hours

"Our expected 5-year return on my X biggest positions A XX% CAGR (compound annual growth rate) 3.7x's your value over X years. $LMND is right at a XX% CAGR a great buy and hold that will destroy the overall market. $PATH is disrespectfully undervalued offering a 6.7x return🚀"  
[X Link](https://x.com/jakebrowatzke/status/1997022266568392850)  2025-12-05T19:16Z 40K followers, 6247 engagements


"Just bought +$387k $PATH shares. I have no opinion about where we're headed short term but long-term we're still in my "buy heavy daily" range. UiPaths expected 5-year return is still the highest in our spreadsheet"  
[X Link](https://x.com/jakebrowatzke/status/1996983079076757933)  2025-12-05T16:40Z 40K followers, 16.5K engagements


"BREAKING: We've finished updating our $PATH model after Q3 earnings. Fair value for $PATH today is $XX based on a XX% discount rate on our 5-year price target of $XXXXXX Fair value is $XX today based on a XX% discount rate on our 10-year price target of $XXXXXX. THANK YOU FOR YOUR ATTENTION TO THIS MATTER"  
[X Link](https://x.com/jakebrowatzke/status/1997003075748614404)  2025-12-05T18:00Z 40K followers, 41.5K engagements


"UiPath's founder and CEO Daniel Dines has hinted that $PATH IS moving toward outcome based deals just like $PLTR does. When you can provide such insane incredmental profit to customers it's the only fair way to price. And it makes selling a piece of cake as customers only need to pay out of directly created savings. Thus customers take on zero risk. Daniel mentioned outcome based pricing in this interview during Fusion and again during the Q3 earnings call this week"  
[X Link](https://x.com/jakebrowatzke/status/1997380272703303755)  2025-12-06T18:59Z 40K followers, 9821 engagements


"$PATH's story has day X vibes. No one is paying attention. Analysts don't show up to calls. They are the underdog. This is how every heroes' journey starts. The stock is down -XX% yet Maestro's first large deployment will save a customer $67M a year. Countdown to liftoff 🚀"  
[X Link](https://x.com/jakebrowatzke/status/1997563095359865129)  2025-12-07T07:05Z 40K followers, 5000 engagements


"@mattscottcap That's a good one. Perhaps $PATH $LMND $FOUR"  
[X Link](https://x.com/jakebrowatzke/status/1998055241317572760)  2025-12-08T15:41Z 40K followers, 1499 engagements


"I would be so sad if $PATH was acquired for 11x sales. Yes it would be nearly a double from today's price but I'm here for the 50x-100x 🚀"  
[X Link](https://x.com/jakebrowatzke/status/1998062759422955541)  2025-12-08T16:10Z 40K followers, 17K engagements


"$ODD is the #1 direct to consumer cosmetic brand on earth. They use AI to perfectly match product to skin tone to make the online shopping experience easy. Makeup is a perfect forever repeat consumer product. Once a girl finds what she likes she can buy it for life. It sells for an EV (enterprise value) to look through earnings of 10.9x while guiding for multiple years of 20%+ topline growth through the launch of four new upcoming brands"  
[X Link](https://x.com/jakebrowatzke/status/1988259809867518274)  2025-11-11T14:57Z 40K followers, 18.3K engagements


"NEWS FLASH @themotleyfool $PATH MAESTRO IS THE NEWER GENERATIVE AI PLATFORM "RPA is being disrupted" is OLD OUTDATED FUD. And it's wrong. Try harder"  
[X Link](https://x.com/jakebrowatzke/status/1995941273656864893)  2025-12-02T19:40Z 40K followers, 5036 engagements


"Back in Jun 2024 @alc2022 was on to something regarding $PATH. He wasn't wrong. He was seeing everything clearly - way ahead of the curve. But being too early can feel like being wrong. Now UiPath's Maestro is out it works and customers love it. The time has finally come 🚀"  
[X Link](https://x.com/jakebrowatzke/status/1997573459237626138)  2025-12-07T07:46Z 40K followers, 23.6K engagements


"Q4 is going to be insane for $PATH Not because Maestro revenue will be kicking in meaningfully yet. The guide is for another quarter of around XX% revenue growth in Q4 so I expect only a X% acceleration to around XX% on a nice topline beat for a final sleepy quarter before things get really exciting. Remember management has said multiple times that Maestro will not begin contributing meaningfully until next year. "Wait I thought you said Q4 would be insane" Q4 will be insane because it's going to be the first quarter we get guidance for calendar year 2026 (FY27). Guidance is what gets"  
[X Link](https://x.com/jakebrowatzke/status/1997744555798483332)  2025-12-07T19:06Z 40K followers, 26.3K engagements


"Happy Monday everyone $PATH DCA continues. +$630k"  
[X Link](https://x.com/jakebrowatzke/status/1998044666223382737)  2025-12-08T14:59Z 40K followers, 5527 engagements


"By 2029 $PATH could be a $130+ stock trading 30x-45x forward earnings This conservative base case assumes they reach XX% revenue growth next year followed by XX% XX% XX% and a guide for XX% forward revenue growth and XX% net margins going into calendar 2030. Personally I think they have the #1 product in a ravenous market that could propell them to destroy these growth targets. In my bull case DCF using a XX% discount rate $PATH is worth over $XXX TODAY"  
[X Link](https://x.com/jakebrowatzke/status/1998264133607686639)  2025-12-09T05:31Z 40K followers, 12.6K engagements


"Bought more $PATH 🥳🚀 While I'd love a pullback I don't try to time short-term moves when I'm so bullish on the long term so I'm deploying margin daily while allowing room to buy even heavier if a pullback happens"  
[X Link](https://x.com/jakebrowatzke/status/1998427001032495518)  2025-12-09T16:18Z 40K followers, 10.7K engagements


"I'm feeling quite bullish about all the top calls I'm seeing. Plus $LMND $PATH and $FVRR are all far from all-time highs 🚀"  
[X Link](https://x.com/jakebrowatzke/status/1971674177502601441)  2025-09-26T20:32Z 40K followers, 3439 engagements


"It's wild to me that while many stocks are at or near 52-week highs A crazy number are also sitting near 52-week and even all-time lows. while simultaneously bringing in record revenue and profit 🤯 For example: $FVRR $FOUR and $HNST I've rarely seen an "overvalued" market with this level of screaming opportunity"  
[X Link](https://x.com/jakebrowatzke/status/1983611837271728153)  2025-10-29T19:08Z 40K followers, 15.4K engagements


"@WheelandDeal_ $PATH 10x-100x feels highly likely. It's my #2. I also believe $FOUR $FVRR $HIMS and $HNST will become XX baggers within XX years"  
[X Link](https://x.com/jakebrowatzke/status/1983698352962507109)  2025-10-30T00:51Z 40K followers, 1145 engagements


"$HIMS now shows an equal X year return to $LMND in our DCF model. While it's possible $LMND flies XX% tomorrow on what will be a HUGE quarter of revenue growth acceleration I must make my decisions based entirely on the valuation metrics of today. Thus I Sold $1M of $LMND (remaining position is still XXX% of my net liquidity $6M) and Bought $1M $HIMS (position restablished) + $500k $ROOT (new position) + $160k $PATH + $110k $FVRR + $45k $FOUR + $430k $ODD (new position) Overall I increased my margin exposure to the market today. I do expect to get hate for this move (especially after Lemonade"  
[X Link](https://x.com/jakebrowatzke/status/1985747944750928070)  2025-11-04T16:36Z 40K followers, 135.1K engagements


"Theoretical are fun but here's my actual $15M* portfolio: - $7.5M $LMND - $4.1M $PATH - $1.4M $FOUR - $706k $HIMS - $516K $ROOT *includes some margin"  
[X Link](https://x.com/jakebrowatzke/status/1986428471761899971)  2025-11-06T13:40Z 40K followers, 155.4K engagements


"Honestly I own too many stocks. When my portfolio exceeds X it's a sign I lack the clarity I need to continue annualizing XXX% returns. Considering concentrating $FVRR $ODD $ROOT and $HIMS ➡ into $PATH and $FOUR Never put money in your 7th best idea over your best idea"  
[X Link](https://x.com/jakebrowatzke/status/1986431138244833438)  2025-11-06T13:51Z 40K followers, 4872 engagements


"For all those holding $ZEC coin please know that the ECC (team behind Zcash) has a history of pushing updates to the coin covertly to fix blockchain breaking bugs before announcing them or their fix to the public proving its centralization. Also during a period between 2018 and 2019 the ECC had an exploit that allowed them to create unlimited shield $ZEC entirely undetected. We would not know this vulnerability was exploited unless more $ZEC was unshielded than has ever been shielded in total which of course any exploiter would never be stupid enough to do and thus destroy their golden goose."  
[X Link](https://x.com/jakebrowatzke/status/1986600453698715993)  2025-11-07T01:03Z 40K followers, 3280 engagements


"Peter Lynch's primary rule of thumb was that a fairly valued company should have its P/E ratio equal to its earnings growth rate which means a PEG (Price Earnings Growth) ratio of X or below is ideal. $FOUR stock PEG ratio: XXXX THANK YOU FOR YOUR ATTENTION TO THIS MATTER"  
[X Link](https://x.com/jakebrowatzke/status/1987340164834701727)  2025-11-09T02:03Z 40K followers, 12.9K engagements


"I now own XXX% of Oddity $ODD Israeli entrepreneurs are some of the best in the world 🙏🚀 (Hopefully this will make anyone who is antisemitic unfollow me so that you will not benefit in my stock picks) 😉"  
[X Link](https://x.com/jakebrowatzke/status/1987905033967419565)  2025-11-10T15:27Z 40K followers, 9439 engagements


"When a company is trading 10x earnings it yields a XX% return per year to owners WITHOUT top line growth. $FOUR $ODD and $PATH ALL trade at an EV (enterprise value) to look through earnings (expected profit margin at maturity applied to trailing twelve month revenue) of 10.4x-11.1x All are growing top line 20%+ long term. This is why I am confident all will yield 30%+ annualized returns from here"  
[X Link](https://x.com/jakebrowatzke/status/1988264734747918338)  2025-11-11T15:17Z 40K followers, 10.7K engagements


"Companies with AI data training flywheels will dominate every category in the coming agentic age. The opportunity for disruption has never been greater $ODD"  
[X Link](https://x.com/jakebrowatzke/status/1988309242823274533)  2025-11-11T18:13Z 40K followers, 4663 engagements


"$FOUR has touched near its technical support line. Great buy zone Fundamentally great deal as it's selling for $5.7B and guiding for $1B in free cash flow runrate exiting 2027"  
[X Link](https://x.com/jakebrowatzke/status/1990815266033250759)  2025-11-18T16:12Z 40K followers, 3692 engagements


"Congrats to all $ODD shareholders on great earnings Triple beat and guidance raise on the launch of a new brand to compete against $HIMS 🔥 Stock up XX% so far in after-hours 🚀 I own 40k+ shares"  
[X Link](https://x.com/jakebrowatzke/status/1991255947235217627)  2025-11-19T21:23Z 40K followers, 6884 engagements


"There seems to be a sentiment that there is no proof that $PATH's Maestro is going to be a winner in the market. First I would disagree that there haven't been signs in the numbers yet. (Image shows how this was the first Q2 in four years with quarter over quarter acceleration from Q1 as Q2 is historically $Path's worst quarter of the year.) We also have videos of @danieldines clearly saying $PATH is seeing more customer interest for automation than EVER before. Daniel is someone I fully trust. When things were about to get worse a few years ago he told us explicitly that he expected things"  
[X Link](https://x.com/jakebrowatzke/status/1992680434778444021)  2025-11-23T19:43Z 39.9K followers, 9007 engagements


"$LMND's co-founder keeps posting about humanoid robots. My opinion is that besides the fact that they're super cool he sees humanoids as a huge future insurance opportunity"  
[X Link](https://x.com/jakebrowatzke/status/1993018497774035198)  2025-11-24T18:06Z 39.8K followers, 25.8K engagements


"$XMR will outlive every fiat currency on earth"  
[X Link](https://x.com/jakebrowatzke/status/1994683748936552682)  2025-11-29T08:23Z 40K followers, 5792 engagements


"It's becoming clear to me that people don't actually know what $PATH does 😅 1.7k likes on this post and people are saying in the comments that Tesla will beat UiPath in humanoid robot software 😂💀"  
[X Link](https://x.com/jakebrowatzke/status/1995765322675003405)  2025-12-02T08:01Z 39.9K followers, 15.8K engagements


"$PATH DCA continues Only 132k shares away from X million 🥳"  
[X Link](https://x.com/jakebrowatzke/status/1995927927087923492)  2025-12-02T18:47Z 40K followers, 15.6K engagements


"$PATH Q3 FY26 earnings expectations (for tomorrow after market close): Analysts expect XXXX% growth in earnings to XXXX per share and XXXX% growth in revenue to $XXXXXX million. What is known - Over the last four quarters UiPath has surpassed consensus EPS estimates every time. In the most recently reported quarter actual EPS was about XXXX versus an estimate near XXXX and revenue was about XXXXX million versus estimates around 347348 million both representing clear beats. Recent analyst commentary describes the latest report as a beat and raise quarter with management lifting full year"  
[X Link](https://x.com/jakebrowatzke/status/1995934937304674478)  2025-12-02T19:15Z 39.9K followers, 8343 engagements


"$PATH's TAM is $XX trillion today $LMND's TAM is $X trillion today Both of these companies can still 100x-1000x from their current sizes"  
[X Link](https://x.com/jakebrowatzke/status/1995965351637745803)  2025-12-02T21:16Z 40K followers, 3999 engagements


"I do NOT plan on stopping after I reach X million $PATH shares"  
[X Link](https://x.com/jakebrowatzke/status/1995977908876444083)  2025-12-02T22:06Z 40K followers, 5678 engagements


"$PATH's CEO and Founder @DanielDines already destroyed all the competition once in RPA. UiPath is #1 in market share the largest by a solid margin. He should be the front runner in peoples minds about winning agentic automation but he is entirely counted out which is insane"  
[X Link](https://x.com/jakebrowatzke/status/1995983846727155823)  2025-12-02T22:30Z 40K followers, 10.7K engagements


"@MadsLRosendal I think $PATH is eating their lunch. Thankfully only a few hours before we get confirmation either way"  
[X Link](https://x.com/jakebrowatzke/status/1996229538590675317)  2025-12-03T14:46Z 40K followers, 1109 engagements


"Just passed 900k total $PATH shares 🙌🚀 Added another $250k of UiPath today and am still buying. For those wondering I'm not nervous about earnings at all. At this valuation there is VERY LITTLE risk. Will be live for the earnings call in a few hours"  
[X Link](https://x.com/jakebrowatzke/status/1996255440183677331)  2025-12-03T16:29Z 40K followers, 14.9K engagements


"This sort of volume growth on a stock that's been bottomed out for X 1/2 years tells you something big is happening. $PATH will run out of sellers soon enough. I believe one more quarter of growth acceleration could be the final straw that causes a sustained breakout"  
[X Link](https://x.com/jakebrowatzke/status/1996260417245487491)  2025-12-03T16:49Z 40K followers, 9811 engagements


"10x YTD without options 🤯"  
[X Link](https://x.com/jakebrowatzke/status/1996523483279262156)  2025-12-04T10:14Z 40K followers, 91.5K engagements


"Thank you Jesus for not treating me as my sins deserve. Help me to glorify your name 🙏 $PATH up XX% so far today 🔥🚀"  
[X Link](https://x.com/jakebrowatzke/status/1996628869248606260)  2025-12-04T17:13Z 40K followers, 29K engagements


"@bjmtweets @tfanalytics1 You are very wrong on this one Brian. I am sensing an attempted self validation of a missed opportunity. But this sort of thinking will only guarantee the opportunity is indeed missed"  
[X Link](https://x.com/jakebrowatzke/status/1996733847539765271)  2025-12-05T00:10Z 39.8K followers, XXX engagements


"In a few years but people will look back and say to themselves "Imagine if I could go back in time and buy $PATH under a $10B market cap." Some things are obvious in hindsight to all but only in foresight to some. 😢"  
[X Link](https://x.com/jakebrowatzke/status/1997025842329739551)  2025-12-05T19:30Z 40K followers, 8107 engagements


"$PATH will break $XX $LMND will break $XX It's not a matter of if but when My guess is soon"  
[X Link](https://x.com/jakebrowatzke/status/1997043949199061481)  2025-12-05T20:42Z 40K followers, 8201 engagements


"@Rothmus This doesn't work for Bitcoin if you bought you're BTC through a KYC'd exchange. However buying $XMR on Kraken then moving it to a Monero wallet like @cakewallet and a simple "I'm sorry honey. I lost my Monero in the prediction markets" and it's over. Untraceable"  
[X Link](https://x.com/jakebrowatzke/status/1997155303352377438)  2025-12-06T04:05Z 40K followers, 3392 engagements


"@nicrypto Many years back I helped my parents buy some BTC and ETH on Coinbase. This year we moved everything to Kraken and converted it entirely into $XMR"  
[X Link](https://x.com/jakebrowatzke/status/1997506746538226143)  2025-12-07T03:21Z 40K followers, XXX engagements


"@DarioBundi From their Q3 earnings call. $67m a year is $200m over X years which they mentioned"  
[X Link](https://x.com/jakebrowatzke/status/1997726314036707466)  2025-12-07T17:54Z 40K followers, XX engagements


"@investingluc ❤ Great post. I XXX% agree you must concentrate in your highest conviction investments to escape the rat race. As Buffett said (or something like this) "no one has gotten rich from their 20th best idea but many have gotten rich from their best idea.""  
[X Link](https://x.com/jakebrowatzke/status/1998078533034476013)  2025-12-08T17:13Z 40K followers, XXX engagements


"@ShakaStocks Haha that wasn't me. I have a feeling some big institutions are buying. A hedge fund that owns over $100M of $LMND shares recently DM'd me asking for my $PATH thesis"  
[X Link](https://x.com/jakebrowatzke/status/1995541237739196642)  2025-12-01T17:11Z 40K followers, XXX engagements


"NEXT 10X AI STOCK - $PATH Q3 2026 Earnings Live"  
[X Link](https://x.com/jakebrowatzke/status/1996303540722024808)  2025-12-03T19:40Z 40K followers, 55.6K engagements


"$PATH CEO and Founder @danieldines tells Bloomberg that analysts are "totally wrong" in thinking that UiPath's subscription business is threatened by AI. AI "actually helps IMPROVE our subscription business" he explains to Wallstreet. For them to understand why they would need to understand Maestro. But that would take actual leg work. Better to just wait for the stock to go up and then buy it because everyone else is 😂"  
[X Link](https://x.com/jakebrowatzke/status/1996846679585108077)  2025-12-05T07:38Z 40K followers, 22.6K engagements


"Our model now expects a XX% growth rate exiting 2026 (next year) ramping up to XX% within X years before deceleration begins. In my opinion this is still a highly conservative model as it assumes that $PATH continues to lose substantial automation market share in this fast growing market. This assumption is extremely bearish in my opinion because UiPath has the best AI orchestration product on the market today"  
[X Link](https://x.com/jakebrowatzke/status/1997005251396743359)  2025-12-05T18:08Z 40K followers, 3775 engagements


"I have unpinned the $PATH Q3 earnings livestream from the community. In total we had 13000+ people watch live on X 9k watch the X replay and another 13k watch on YouTube for 35k total viewers. My guess is we increased the reach of $PATH's earnings call by an order of magnitude. Hope everyone had a chance to watch who wanted"  
[X Link](https://x.com/jakebrowatzke/status/1998046959731446263)  2025-12-08T15:08Z 40K followers, 8361 engagements


"@Polymarket This might actually be smart but as a fundamental libertarian I'm confused by the fact that I feel it's a deeply loving law"  
[X Link](https://x.com/jakebrowatzke/status/1998530651386204357)  2025-12-09T23:10Z 40K followers, XXX engagements


"@HolySmokas +$3.82M You should look into $PATH btw. $LMND too on any pullbacks"  
[X Link](https://x.com/jakebrowatzke/status/1996692081155494262)  2025-12-04T21:24Z 40K followers, 5040 engagements


"That's a good question. There are a few reasons. 1) I think they will yield insane returns (though not quite on par with $PATH). 2) Slight diversification gives me optionally on margin calls. While i think $PATH's re-rating is far from over on extended dips in the future I can sell other positions to fulfill margin calls instead of selling $PATH. 3) I'm human so when other stocks have five and ten year expected returns that are in the range of my favorite i like to force myself to own a small amount of my second and third favorite positions because this practice helps me keep my mind more"  
[X Link](https://x.com/jakebrowatzke/status/1998147404479222201)  2025-12-08T21:47Z 40K followers, XXX engagements


"People truly don't get this yet. $PATH"  
[X Link](https://x.com/jakebrowatzke/status/1998538772250583550)  2025-12-09T23:42Z 40K followers, 4663 engagements


""Just running generative AI alone which is not reliable not deterministic it's not going to work for enterprise processes. But when we deliver that genie and put it in a box and that box is agentic orchestration we can safely harness the power of generative AI." - $PATH CEO and Founder @danieldines That's the thesis ladies and gentleman. @UiPath finally unlocks the power of AI for the enterprise"  
[X Link](https://x.com/jakebrowatzke/status/1998641798688690462)  2025-12-10T06:31Z 40K followers, 1246 engagements


"Q3 $ODD earnings are next week Tuesday I'm excited to hear news regarding the Q4 launch of their new dermatologist brand though 20%+ growth will come solely from Il Makiage and Spoiled Child's continued dominance and international expansion. Brand X will launch in 2026"  
[X Link](https://x.com/jakebrowatzke/status/1988281268065497431)  2025-11-11T16:22Z 40K followers, 10.5K engagements


"After XXX hours of research I'm now as bullish on $PATH as I was about $TSLA and $LMND before I went all in"  
[X Link](https://x.com/jakebrowatzke/status/1989962381062242772)  2025-11-16T07:42Z 40K followers, 159.1K engagements


"Here is my recommendation for content to watch if you only have X hours to research $PATH X. Interview #1 with CEO and Founder Daniel Dines: X. Interview #2 with CEO and Founder Daniel Dines: X. Last earnings call for lots of color on how the business is doing today: X. Product demo of $PATH's new AI orchestration platform Maestro: X. Interview of myself about my research and thoughts on $PATH: X. Customer interview about saving 550000 hours of work per year with UIPath: X. Customer interview about making better executive decisions thanks to AI insights from UIPath: X. Customer interview"  
[X Link](https://x.com/jakebrowatzke/status/1990253585649533373)  2025-11-17T03:00Z 40K followers, 83.4K engagements


"Full portfolio update as of Dec 8th: Still adding as many $PATH shares as possible under $XX while we only trade around 15x look through earnings (which is a steal in my opinion). Holding $LMND. Re-added my positions in $ODD and $FOUR though likely won't worry about growing them until their 5-year forward return expectations get higher than $PATH's either via $PATH going up a ton in the short term or $ODD and $FOUR pulling back more. Hope everyone appreciates the transparency ❤🙏"  
[X Link](https://x.com/jakebrowatzke/status/1998057537413746799)  2025-12-08T15:50Z 40K followers, 29K engagements


"@DAVYinvests It's very underrated. Not quite the explosive economy transforming potential of $PATH but they're building some very strong brands with powerful subscription based business models. I'm a big fan of recurring revenue solid growth and cheap valuations"  
[X Link](https://x.com/jakebrowatzke/status/1998060695833694304)  2025-12-08T16:02Z 40K followers, 1168 engagements


"@MMMTwealth Sounds like your portfolio is solid $ODD is kinda a smaller faster growing and strangely enough cheaper $ELF with an AI core. Makeup brand with killer subscription revenue base. I do think $PATH is still the better buy today but I like Oddity"  
[X Link](https://x.com/jakebrowatzke/status/1998142647483986394)  2025-12-08T21:28Z 40K followers, 1420 engagements


"$PATH's Agentic Powerhouse for End-to-Orchestration: Maestro just got better Within Maestro AI can do any task that's done on a computer and you can chain that task within an end-to-end Maestro orchestration - giving the ability to automate entire job roles. @UiPath's new system called Screen Agent can automate on any UI interface opening up every SaaS product for full AI automation: "Our system builds upon recent advances in agentic computer use and follows the literature in adopting a two-stage architecture that separates high-level reasoning from low-level execution. Specifically the"  
[X Link](https://x.com/jakebrowatzke/status/1998187691092136232)  2025-12-09T00:27Z 40K followers, 17.8K engagements


"@dudu_bitcoin The only truly cypherpunk crypto left is $XMR"  
[X Link](https://x.com/jakebrowatzke/status/1998530971503890764)  2025-12-09T23:11Z 40K followers, XXX engagements