The next $PATH catalyst is this week. Looking at this chart, the disconnect is pretty wild. Revenue is at a record high, up roughly 80% over the last 4 years, while the stock price has completely collapsed from its highs. The part I’m watching closely is the buyback. If $PATH is going to keep buying back stock, I want to see management be aggressive while the stock is still being priced like the business is broken. Because the actual business is not showing that: - Operating income has flipped positive - Revenue is still growing - ARR continues to move higher - The balance sheet gives them room to repurchase shares - AI could actually make $PATH more important, not less important For me, this week is simple: Show accelerating revenue, prove Maestro and agentic automation is gaining traction, keep operating leverage intact, and use the buyback while the stock is still cheap.

@TheStockerMan Big holding of mine but I don't want buybacks. I want aggressive spending into scaling Maestro out and on boarding new clients. Do it fast. They should spend every penny on that to get ahead whilst they still can.