And the market figured it out. $NBIS > $IREN
EmotionallyLong@EmotionallyLong
Unpopular opinion: $NBIS > $IREN Market will figure it out eventually.
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EmotionallyLong
126 posts
EmotionallyLong
@EmotionallyLong
Staying emotionally long while the market tests patience. My portfolio: $PATH $ZETA $NBIS $SOFI 🚀
Katılım Ocak 2026
112 Takip Edilen24 Takipçiler
$PATH up ~5% today after UiPath's DevCon, hackathon launch.
Not a huge deal on its own, but the direction is clear: The focus is shifting from classic RPA toward enterprise AI agents and autonomous workflow automation.
finance.yahoo.com/sectors/techno…
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The Big Surprises:
➡️ $27B Meta Deal: Revealed a massive 5-year contract expansion
➡️ Secured 1.2 GW of power in PA for a new AI mega-factory
➡️ Compute capacity is completely booked out by enterprise clients
➡️ Raised 2026 power target to over 4 GW
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$NBIS Holy sh*t, what a blowout quarter. 👀
✅ Revenue: $399M (+684% YoY)
✅ EBITDA: Flipped positive to +$129.5M (Huge beat)
✅ Cash Position: $9.3B on hand
Shay Boloor@StockSavvyShay
$NBIS ABSOLUTELY DESTROYED THEIR EARNINGS • Revenue $399M vs. Est. $389M • EBITDA $130M vs. Est. $91M • ARR $1.92B vs. Est. $1.81B • AI Cloud Revenue: $390M (+841% YoY) 2026 Guidance • ARR $8.0B vs. Est. $7.2B • Contracted Capacity: 3.5GW
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$PATH
➡️27% short interest 👀
➡️deeply oversold - RSI: 28
➡️first full-year GAAP profitable
➡️aggressive buybacks shrinking float
➡️fresh AI deals - chance of guidance raise
➡️trading near lows with Q1 earnings on May 28
Classic squeeze setup. Risk/reward looks very attractive.
Phathom@PhathomResearch
If anyone is wondering why $PATH is down, look now further than the 27% short interest! Over 1 out of every 4 tradable shares are being sold short. This creates immense downward pressure, but also creates a coil ready to snap upward. The shorts are getting greedy... they will pay soon enough.
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But here's the part that really gets me: every time Anthropic, OpenAI or Google drops a better model, $PATH gets MORE valuable... not less. The orchestration layer stays, the agents just get smarter.
That's a compounding moat... 👀
3/3
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Coding agents are impressive but a nightmare to deploy inside a real company. $PATH just fixed that... any coding agent plugs into their platform and becomes enterprise ready out of the box. Governance, CI/CD, audit trails... all built in.
2/3
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$PATH After looking into it more closely, I think this is really big news... and here’s why.👇1/3
finance.yahoo.com/sectors/techno…
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16$ for $ZETA is ridiculous, it should be at least 28$... Looking at the chart, it seems like there might be a bounce around $14?
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It is becoming increasingly apparent that $PATH is seeking to transform itself from a traditional provider of automation solutions into a leading provider of AI infrastructure for enterprises. I’m getting increasingly bullish with every new development.
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$PATH just announced native integration for coding agents, positioning itself between AI, automation, and enterprise workflows.
Beyond RPA:
➡️ AI agents executing tasks
➡️ enterprise governance
➡️ workflow orchestration
➡️ $OPENAI, $ANTHROPIC, $MSFT integrations
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@PhathomResearch @UiPath 27%? 💀 The short squeeze is going to be huge. 👀
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@EmotionallyLong @UiPath Yeah, the shorts are getting greedy. Over 27% short interest... that's insane. They will pay soon enough.
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and he did it again 👀
May 11 — 15,545 shares (@~$250k)
EmotionallyLong@EmotionallyLong
$SOFI apparently is such a terrible business that CEO Anthony Noto keeps buying more shares 👀 📅 Mar 2 — 56,000 shares (~$1M) 📅 Mar 17 — 28,900 shares (~$500k) 📅 May 8 — 15,878 shares (~$250k)
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@Ashton_1nvests 100%... 17$ is a ridiculous price, given the company's growth.
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$ZETA is still one of the more underrated growth stocks I follow.
The reason I stay bullish is pretty simple: the business keeps executing.
Revenue just grew 50% YoY in Q1 to $396M, they raised full-year 2026 revenue guidance again to roughly $1.78B to $1.79B, and this was their 19th consecutive beat-and-raise quarter. That is not the kind of consistency I like to ignore. On top of that, free cash flow was $41.7M in the quarter, and the company also raised full-year free cash flow guidance to about $234.5M to $235.5M.
What also stands out to me is that this is not just random growth. Zeta grew its super-scaled customer count to 189, up 19% YoY, and super-scaled customer ARPU rose 21% to $1.7M.
That tells me bigger customers are spending more, which is usually a great sign for the strength of the platform.
To me, $ZETA still feels like a sleeper.
You have strong revenue growth, improving cash generation, real AI exposure through the Zeta Marketing Platform and Athena, and a company that keeps raising expectations. The market may still be sleeping on it, but the fundamentals are getting harder to ignore.
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All top Google’s holdings:
$ARM
$PATH
$PL
$ASTS
$TEM
$GTLB
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$PATH is evolving into enterprise AI infrastructure.
If AI agents become mainstream this decade, UiPath could be one of the biggest winners.
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Google’s latest 13F shows where smart money is heading:
➡️AI infrastructure
➡️Automation
➡️Space tech
➡️Biotech
➡️Developer tools
Most interesting holding for me: $PATH
Evan@StockMKTNewz
Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1: Arm Holdings $ARM - 1,960,784 shares AST SpaceMobile $ASTS - 8,943,486 Autolus $AUTL - 698,262 $BEAM - 321,604 BridgeBio Oncology $BBIO - 2,823,126 CME Group $CME - 3,484,020 Ethos $LIFE - 3,770,156 Figma FIG- 215,582 Freshworks $FRSH - 16,206,643 GitLab $GTLB - 2,724,712 Hyperfine $HYPR - 898,720 Lyell Immunopharma $LYEL - 293,256 Maze Therapeutics $MAZE - 1,388,583 Monte Rosa $GLUE - 684,275 Oscar Health $OSCR - 481,988 PayPay Corp (Tokyo-listed) - 3,125,000 Planet Labs $PL - 35,248,893 Prime Medicine $PRME - 16,562,498 Relay Therapeutics $RLAY - 1,564,173 Revolution Medicines $RVMD - 3,292,525 Sana Biotechnology $SANA - 2,812,500 Spero Therapeutics $SPRO - 889,979 Tempus AI $TEM - 1,551,102 Tenaya Therapeutics $TNYA - 915,705 UiPath $PATH - 7,034,337 Vera Therapeutics $VERA - 241,264
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