jonny donuts

@TheStockerMan Ok and what do you think happens when there is no maestro adoption and rev growth comes in sub 10%… claiming to be an AI play with a new product that has no revenue and no adoption while core business displaced = ☠️

$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.

@ChrisMMillas Best performing factor baskets today: 1. AI at Risk 2. Expensive software 3. High Beta 12M Losers. Imagine thinking your company is going up for any reason other than it’s a piece of shit on a day where turds floated to the top of the tub 😂

Here’s why this is bullish for $PATH and the reason why the stock is likely spiking today. 1. GitHub just validated the market and confirmed that orchestrating AI agents at scale is real, complex and in demand. That’s exactly the problem UiPath is built to solve. When a certification exists for a role, enterprises start budgeting for it and that budget flows into tools. UiPath is the enterprise orchestration layer the exact work that GH-600 describes. 2. Talent scarcity will drive platform adoption. Studies show that demand for agentic AI developers already outpaces supply by 2-4x, with agentic AI roles specifically facing a 50%+ supply shortfall and 35-40% annual growth projected. Enterprises can’t and won’t wait. They will buy platforms that abstract away the complexity. Low-code orchestration will become more valuable when engineers who can build from scratch are hard or impossible to hire. Certified developers will need a platform. UiPath is the platform.​​​​​​​​​​​​​​​​ 3. UiPath sits above the tool layer. GH-600 is built around GitHub’s ecosystem which Microsoft benefits from. But enterprises running Copilot in dev still have SAP, Salesforce and other legacy systems that Copilot can’t touch. UiPath orchestrates across all of them. In short, this is effectively confirmation that what Daniel Dines has been saying for two years is true. The agentic AI Developer is no longer a buzzword role but a real engineering function that enterprises are now hiring for at scale. UiPath has been building infrastructure for that function for over two decades and is the Gold Standard. No other company comes close.

@ChrisMMillas @KonradJaku11615 lol. you think that UiPath, a company with no moat and no growth, is as irreplaceable the process of investing… PATH bros worse than the PYPL bros. At least PayPal is a real business haha. “Path is cheap!” Then quotes a Sales multiple… look at the chart of PYPL and its P/E

@KonradJaku11615 I respectfully disagree. You will always need a platform that can provide the appropriate guardrails. Even if you are right, AGI will render *everything* obsolete, including investing, in which case there's nothing to worry about in the first place.

No-one likes $PATH at $9. In a few years, everyone will love $PATH at $69.

@laytrayder @ChrisMMillas Happy to

@JonnyD0nuts @ChrisMMillas short it then

Between 2021 and 2023, $PLTR's revenue growth decelerated. From 2024 onwards, revenue reaccelerated and began growing at >30%. I believe we're seeing a similar dynamic with $PATH. It is approaching an inflection point.

@matv921 @antibearthesis Ok. Good luck.

@JonnyD0nuts @antibearthesis Check the last three years and they always beat vs. analyst expectations and since last year they are also profitable - so don’t understand your concerns and hate :-)

$NOW might be the biggest AI mispricing in the market. Bill McDermott says ServiceNow can become a $1T company by 2030. $NVDA CEO Jensen Huang says it could 100x. Anthropic says it’s essential infrastructure. OpenAI is integrating deeply with it. Amazon Web Services, Microsoft Azure, and Google Cloud are all expanding partnerships. And vibecoding an alternative would probably cost 10x more than just using ServiceNow.

@matv921 @antibearthesis Massively decelerating revenues… massive beats since 2022? How’s that fared for the stock? Why will it be any different this quarter? Sub 10% growth? Massive AI tailwinds? What’s the retail obsession w this stock?

@antibearthesis True - but actually they a profitable and since 2022 always earnings beats. Let’s see

@jakebrowatzke You’re levered long in a stock quite literally being replaced by AI, which had decelerating revs for multiple years, and you’re going to sit here and talk about “memory factories?” Huh?

@jakebrowatzke You can’t help anyone… including yourself lmao

@PhathomResearch Maybe a good earnings print can get you back to $10!

@PhathomResearch There’s is no debate. The debate is the market. You are wrong and i am right. If path is $13 after earnings you’ll still be Down and I’ll still be up.

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.

@PhathomResearch @dmmorales13 Imagine thinking path is down because people short it… news flash. Every stock has shorts.

@dmmorales13 🎯 The true short interest is even higher when you account for the buybacks.

@PhathomResearch Where are the tailwinds? They aren’t showing up in rev growth that’s for fucking sure. You are retarded and not worth engaging with. Everyone who listens to your retardedness will lose money. Fintwit is a fucking disaster these days. QQQ up 2% a day and u retards pitching PATH?

@PhathomResearch What are the agentic tailwinds lol. Are you fucking kidding me? If there were agentic tailwinds do you think that Phanthom Research is the only guy to be aware of them as the stock goes down 5-10% every single fucking day? You are the axe 🪓? 10% rev growth? Huh?

@PhathomResearch It’s quite literally a 0. There is no reason for this company to exist. It’s a $6B company with no function. A lot of PRs about AI and agentic and no revenue growth, every single metric getting worse, every single channel check getting worse

@PhathomResearch Please provide me one intellectual reason why PATH is a necessary company that isn’t spit out from ChatGPT

@PhathomResearch Hahahaha “who hurt you” is exactly what that little bitch weary centurion said to me before he got halved in PayPal like a fucking guillotine. Good luck bitch boy

@JonnyD0nuts Who hurt you? You sound extremely bitter toward me for no apparent reason. Hope your day gets better. 👋

@PhathomResearch I don’t have a lot to learn, you do. You caught one 10 bagger in a bull market and you think you’re a financial influencer? You’re exactly like that weary centurion loser who thought he belonged in the industry because he made money in 2020. Congrat, you made money in 1 stock.

@JonnyD0nuts $RKLB is another company that would get trolled when it sat at $4-5 per share a couple years ago. I'm up 1600% on that position. If you're judging the strength or weakness of $PATH as a company based on its stock price, you have a lot to learn yet my friend.

@EmotionallyLong @PhathomResearch @UiPath lol. Bunch of meaningless PR for products that don’t drive revenue.

@PhathomResearch @UiPath 27%? 💀 The short squeeze is going to be huge. 👀

🚨BREAKING: $PATH launches native coding agents allowing agents to build automations while leveraging @UiPath governance and scalability with orchestration built-in.