Jeff Clauser

@BarbellFi Sure you do.

Have a buddy who is 42 years old Spends 100% of his income Literally has $0 saved or invested When I asked him about his plan This is what he told me…. His parents own a $2 million house When they die he’s selling the house And that’s his retirement fund 😳

@jakebrowatzke Dogging people that have printed money in memory stocks is certainly a choice. Especially after the massive draw down in software stocks. Amazing. Clearly butt hurt you have missed out on massive gains.

@jakebrowatzke Sounds like a guy who missed the massive move in MU.

@jakebrowatzke Imagine if you didn’t buy all software stocks and branched out to areas that are printing money.

@jakebrowatzke Maybe it’s the 30 yr crossing over 5%?

This bull market is too much. We're likely on a bubble. $PATH is all the way up to $9.37 or 5.5x look through earnings.

@jakebrowatzke Someone is puking up stock today.

@trevhesinvests lol. Heads I win, tails I win post. Had PATH gone up after your post, you wouldn’t stop talking about it. What a clown.

Where did I say "I've invested into PATH"? I'm just looking at the charts and trying to spark some conversation Jeff, no need to get your panties in a bunch. Trying spreading positivity next time, it might make you feel better about yourself because you're clearly in a slump right now. Take care best of luck to you

$PATH looks like a solid opportunity here: - Green weekly buy diamond @ $10 2 weeks ago - Signal line (purple) is curling and reversing trend, about to cross over the MACD line - Momentum histogram has flipped bullish - Stock is trading at the bottom of the Bollinger Bands Anyone picking up $PATH here?

@coiledspringcap According to Trump prices are lower. 🤣🤣

The inflation issue is getting worse. This should not be a surprise given oil remains in the triple digits. PPI today increased the most since 2022. When cost prices increase, consumers get passed the difference. Inflation reaccelerating is causing bond yields to increase. Unless an off ramp to higher inflation is visible soon, this is going to be a problem for the market. For now, it's being ignored, but for how long? $IWM #stocks #SPX #stockmarket #investing #trading $ES $QQQ $SPY $TNX $RSP #DeMark

@trevhesinvests Your profile says “long term investor”. Miss the big move? LOL. Try reading some Stan Weinstein.

@JeffClauser Just looking at the indicators. Every time we got the buy signal (green diamond), the stock has run up afterwards. Also, if you wait until conditions improve to get in, you will miss the big move.

@trevhesinvests Stock is in a clear stage 4 decline. Why not wait until conditions improve?

@JeffClauser Enlighten me with your wisdom, Jeff.

@landofthe80s Dumb as fuck

What are your thoughts on Weekend at Bernie's?

@GuuGod777 @UiPath It’s has 63.1B in assets. This purchase is nothing. LMAO. Clowns.

I was looking through the 13F's for @UiPath and this one caught my eye. I know there is a lot of controversy surrounding this state but if a massive public pension fund that is managing over $90B in assets is willing to invest in $PATH, then so am I. These type of institutions don't gamble. They invest wisely! Might be smart to follow suit...

@TheStockerMan Might get rerated down to 5 too.

$PATH will get rerated as soon as next earnings imo, and here’s why. The market still thinks $PATH is old-school RPA getting replaced by AI. I think that’s completely wrong. $PATH is becoming the execution layer for enterprise AI. Maestro is the key. AI agents are great at reasoning, but enterprises don’t just need reasoning. They need agents that can actually execute workflows across legacy systems, approvals, compliance, audit trails, humans-in-the-loop, and real business processes. That’s exactly where $PATH fits. Last quarter, they did $481M in revenue, +14% YoY, $1.85B in ARR, 107% net retention, 85%+ gross margins, $150M non-GAAP operating income, and $182M in adjusted FCF. They also authorized another $500M buyback. The stock is being priced like AI is a threat, but $PATH is positioning itself as the infrastructure that helps enterprises actually deploy AI safely at scale. If next earnings show even a hint that Maestro and agentic automation is driving stronger adoption, better ARR growth, or better customer expansion, I think the rerate happens fast. The market just needs proof that $PATH is not being disrupted by AI.

@jakebrowatzke @vishal_better He’s definitely proven that as he’s been at the helm the stock is down 93% with a massive 1 for 50 reverse split. Surprised he hasn’t been fired.

@Wendi_Irlbeck Not playing sports won’t fix this. LOL.

An even bigger crisis is academics. NAEP data shows reading scores keep declining: in 2024, fewer than 1/3 of 4th and 8th graders are proficient in reading, with 40% of 4th graders now below basic level—the highest ever. Millions of kids can’t read or write proficiently at grade level. Travel weekends eat into sleep (kids 6–12 need 9–12 hours; teens 8–10 for optimal brain function, per AASM/CDC), nutrition, and actual learning time. Studies show meeting sleep + nutrition guidelines independently boosts academic performance far more than extra tournaments. Sports build grit and teamwork, but they shouldn’t come at the expense of literacy and health. I would like to see a strong focus on prioritizing sleep, real meals, and reading/writing first these are the true game-changers for long-term success. Balance over burnout especially at this age‼️ It’s wild we are even having this conversation for 10-12 U! There’s plenty of time to grind > 16 YO. Let kids be kids.

Youth sports is on life support. If you think it’s fine, you’re not paying attention. Kids age 10-12 are playing way too many tournaments and travel ball. Parents treat it like the World Series. They need less travel, more rest, fueling, and actual development. They’re 12 YO. The data backs it up: ❌70% of kids drop out of organized sports by age 13. ❌Professionalization (year-round single-sport focus, heavy travel/tournaments) drives overuse injuries, overtraining, and burnout. ❌Nearly 1 in 10 youth athletes experience burnout; up to 35% deal with overtraining. ❌Early specialization before 12-13 raises injury and burnout risks significantly. Multi-sport kids who rest and play for fun stick around longer and develop better. Let them be kids. Prioritize recovery, fun, and long-term health over trophies. The best athletes often sample multiple sports early and specialize later. Who else sees this?

@Wendi_Irlbeck 70% have always dropped out by age 13. Middle and High Schools can only roster so many kids. The ones that were playing for something to do, don’t make the teams. Life support? Comments like that immediately disqualify you from any intelligent conversation

@jakebrowatzke NVDA might like a word.

Will all these data centers do anything? Like perhaps powering the work of software companies? I like $LMND, $BETR, $PATH, $MNDY and $ZETA here - the final link in the AI chain, the link the market forgot.

@Mabiverse123 @therogueoracle @jakebrowatzke Maybe. The trade has been super strong for the last 12-18 months though.

@JeffClauser @therogueoracle @jakebrowatzke In a way you have to operate in your circle of competence until that expands further. Also getting in semi now is tough, you are showing up 1:30am to the party that may still run for 2-3 more hours but could end just as quickly.

@therogueoracle @jakebrowatzke That’s the big question and why the stocks are hammered. I also suggest looking at some of Stan Weinstein stage analysis. Alot of these are in Stage 4 purgatory - which can last longer than you may think.

@JeffClauser @jakebrowatzke good points, these may all be very great well run companies, the question I have is does the entire software sector continued to get obliterated this summer with each new AI model release