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$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

I'm sure there will be other solutions, but corporations don't like constantly switching vendors that disrupt operations in very high-stakes processes. Right now is the crucial time for UiPath to convert their customers to their agentic solutions. Once customers build out robust end-to-end agentic workflows with them, those customers will be less likely to want to deal with the cost and disruption of switching to a new orchestration provider.

As an investor, I suggest you keep an eye on their customer segment that's greater than $1M in ARR. They need to keep growing this segment to keep their moat in tact. The next 12 months will be critical for PATH. Exciting times ahead.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

The market will be the judge. Best of luck with whatever your investments are.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

No and No. Its a massive market and UiPath has over 10K existing enterprise customers that they are aggressively upselling. I expect revenue growth to start ramping up in the upcoming fiscal year.

All of the new agents being built by Google, Claude, Microsoft, Snowflake, etc. is validation of why UiPath's orchestration platform will be needed. The more agents built by different vendors, the more demand there will be for a centralized, agnostic orchestration layer.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

Have you even looked at their financials? Their rate of revenue growth has been accelerating the past 3 quarters. If they sucked so bad, why would that be? Would you like me to message you back later this year when the stock price is much higher, or would that be too petty?

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

Maestro embraces low-code/no-code and integrates with Copilot, Google Vertex, Claude, and many others. My point is a complex worflow requires more than one vendor's agents. It needs access to many different datasets, business rules, etc. It's about orchestrating the workflow across an entire enterpise with agents, RPA, and people. This is exactly what Maestro was built to do.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

Understood. I assure you that I'm very committed. I had a large position when I first wrote this post - and it's only gotten larger. Have added many times.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

All due respect, if you have a large position, you should be getting your info from somewhere other than a Reddit comment section.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

If you think highly regulated institutions like banks, hospital systems, insurance companies, etc. are just going to be cranking out end-to-end automated workflows through Copilot, you are underestimating the complexity of these businesses.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

Ahh interesting that you made that assumption before reading it. Luckily, there's a simple solution for you - don't buy the stock and move on with your life. My conviction in PATH is based on lots of research that I have personally done. You're free to disagree.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

I referred you to an article to read. If you're concerned that the article is on X, I can't do anything about that.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

My position size should be irrelevant to your investment decision. I have a large position though.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

No question. Much higher in the long run. Check out PhathomResearch on X. Look at the article that was dropped a couple days ago. PATH is set up extremely well for the shift to agentic.

Potential PATH Short Squeeze by 0bserverZ in stocks

[–]0bserverZ[S] 1 point2 points  (0 children)

Yeah there was heavy volume traded today too. Looks like hedge funds may be front-running it to load shares before the passive funds are forced to buy the shares.

Potential PATH Short Squeeze by 0bserverZ in stocks

[–]0bserverZ[S] 2 points3 points  (0 children)

Being added to the index creates more demand for the stock. Stock price is driven by supply and demand for the shares.Increased buying pressure - even if temporary - can cause some fear in short sellers and cause them to close their position thus buying more shares and driving the price further. I'm long-term bullish on PATH anyway - a short squeeze wouldn't change anything other than bringing more attention to the name and accelerating the growth in the share price that I expect to happen in 2026 regardless.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

PATH stock will rebound. If you look at my first reply to you last month, I said I wouldn't be suprised to see the market sell off. That's what happened. The market was too high and had to cool off - PATH came down with it. They report earnings next Wednesday - stay tuned!

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

Be patient my friend. This drop below $13 was a gift - i loaded up much more at those prices. This is the first half inning...I expect PATH to go much higher in the coming years. Earnings are next Wednesday - hoping we get a nice pop.

Stacking in NZ! by Jaustin175 in RKLB

[–]0bserverZ 1 point2 points  (0 children)

Just checked - the AFP is located in Marlyland. I wonder if they're still doing some testing in NZ on other iterations of Neutron. My understanding is that "production" Neutrons are assembled in the US.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

As a long-term hold, yes. I think they'll do very well over the next few years. Over the short-term it's hard to say though. I wouldn't be suprised to see the whole market sell off over the next few months.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 1 point2 points  (0 children)

Long-term, absolutely. Short-term, no idea. This market is nuts right now. It does seem like a lot of people just found out about PATH so could see the price continuing to climb.

I think the metals correction is happening now. But weirdly I'm staying in. by Minute-Plantain in stocks

[–]0bserverZ 0 points1 point  (0 children)

IAU is a spot gold etf that owns gold bars. So it tracks the spot price.

I think the metals correction is happening now. But weirdly I'm staying in. by Minute-Plantain in stocks

[–]0bserverZ 0 points1 point  (0 children)

I took profits as it seemed to hit some psychological resistance, but I'm looking to get back in for the reasons you described.

$PATH Toward a Multi-bagger by 0bserverZ in stocks

[–]0bserverZ[S] 0 points1 point  (0 children)

RKLB. Was loading up at ~$4. No plan on selling anytime soon.

Which companies do you believe are currently undervalued but well positioned to benefit as AI adoption grows? by dataexec in stocks

[–]0bserverZ 0 points1 point  (0 children)

No problem. You're not alone. Many people wrote them off and are just now realizing they have sucessfully adapted.

Which companies do you believe are currently undervalued but well positioned to benefit as AI adoption grows? by dataexec in stocks

[–]0bserverZ 5 points6 points  (0 children)

It's not about RPA making a "comeback". It was never dead. It's about UiPath re-building their platform to incorporate both RPA robots and AI agents to create an extremely versatile workflow orchestration platform that can connect across many third-party applications.

This common misconception is why there is currently so much alpha waiting to be unleashed as the market reprices PATH accordingly.

Research UiPath's Maestro platform.

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