liebert

@KaraKulak__ nozzle stealth olur umarım

Yeni tasarımı ortaya çıkan millî turbofan motoru TF35000’in, Millî Muharip Uçak KAAN’a entegre edilmiş hâlini görüyoruz. Bir sevgiliyi bekler gibi bekliyoruz. #KAAN #TF35000

@MMMTwealth i'm no longer a bull, will sell at the nearest dead cat bounce.

Fully agree with this take and fwiw I own $PATH. I still see the bull case quite clearly but management have done quite a poor job about getting the market to understand this bull case. When you lower guidance, when NRR drops a bit, and when Anthropic continuously comes out with updates, $PATH bulls like myself can't really get annoyed at moves like today. Management have seemingly done quite little to fight this so far. Am I bearish on $PATH from here? Absolutely not. But cracks are starting to show more than the were 6 months ago and that needs to be considered.

@kralkobra_tr @gokcekatttun @manticoorr bu ölmedi miydi yav

@gokcekatttun @manticoorr Boş zamanda kurtlar vadisi hüsrev ağa editi izliyor olabilir

İran Cumhurbaşkanı Mesud Pezeşkiyan'dan ABD'ye Türkçe gönderme: ▪️Geçme namert köprüsünden bırak alsın sel seni. ▪️Yatma tilki gölgesinde bırak yesin aslan seni.

@ChrisKruegerDev i thought this was banned on ios ? apple rejected my app because of it.

Every new app I release has a backend with redeem codes and a referral system. This allows me to grow each app to at least 1,000 users without any additional marketing.

@DigtalPL @TheRealJoeBagin @EyesUnWoke first bought in august, luckily i sold some shares back in sept rally

@liebertjohanm @TheRealJoeBagin @EyesUnWoke Stop being a crying baby, how long you’ve been holding?

$PATH bear thesis playing out in real time.

@danieldines Idk about that but can you buy stock for once instead of selling it ? pretty please

If you started your company over today with two people. A seller and a builder. Who's the third hire?

@DigtalPL @TheRealJoeBagin @EyesUnWoke the amount of money i lost in this stock makes me mad, they just don't give a fuck about their investors.

@DigtalPL @TheRealJoeBagin @EyesUnWoke The same buzzwords over and over won't make a difference to the market. To the market only one thing matters, is agentic AI going to grow PATH ? so far the answer is no, if you guide for %9 growth that means you are a loser in the AI race i'm sorry.

@DigtalPL @TheRealJoeBagin @EyesUnWoke Get this, if the model gets too good. Then there won't be a need for $PATH

@TheRealJoeBagin @EyesUnWoke Why are they in trouble? Because of Anthropic news? They use their latest model, if model gets better $PATH gets better too

@TheGAOF @danieldines the amount of money i lost in this stock because i thought they could execute, but instead they rug pull their investors each time by sandbagging and selling stock

@danieldines is out raising guidance and defending $PATH stock! Just kidding. He has never done that. Instead, he's destroyed 85% of shareholder value during a tech bull market.

@selindiyorkii Valla ben de aynı appi yapıyorum ;d üzücü oldu biraz

@liebertjohanm Pul oluşturma appi yaptık bugün yayına çıkacak inşallah :)

Eşimle app yapmaya başlayalı 3. Ay ve mevcut tablo bu şekilde. Trip Atar çıktı, Vakta çıktı, şimdi de göz bebeklerimizden Pulify teste gitti. En kısa zamanda o da App Storeda yerini alacak. Herkes evlilikte lojistik diyor kimse birlikte uygulama geliştirmekten bahsetmiyor, biz resmen üretime geçtik. Kavga etmiyoruz diyemem ama en azından kavganın sonunda ortaya bir ürün çıkıyor 😌 Birlikte IKEA gezmek kolaymış, asıl test birlikte sprint planlamak

@SilverOakFin @StockSavvyShay It has nothing to Do with the robot above

$PATH in robotics : Think of it like a “shortcut list” your computer uses to find tools. Why it matters: • You can run robot software instantly • No need to type long file locations • Everything just works from anywhere $PATH = your computer knows where tools are No $PATH = you’re searching every time

$CRM CEO Marc Benioff just shared a video of the Figure 03 robot handling packages on a production line. Another reminder that the AI story is moving beyond software and into physical labor.

@flippyfloppy52 it's sad that they missed their window of opportunity, i'm mulling selling all my positions on -15% loss and moving on but a hard choice really.

@liebertjohanm I reduced a lot in the premarket so I have no reason to be bullish here. I am pondering all sides.

Additional note on $PATH. The hybrid deterministic/probabilistic approach is still an advantage over pure LLM approach. But my problem right now is in figuring out why deterministic guardrails cannot simply be an added feature by Anthropic down the line.

@SilverOakFin @StockSavvyShay PATH isn't even in robotics

@StockSavvyShay I am very interested & intrigued 🧐 It seems $PATH will be a big mover in that case.

PKK'lı şahıslar yüzleri kapalı bir şekilde örgüt kıyafeti ve sembolleri ile İstanbul Şirinevler meydanında ellerini kollarını sallayarak geziyorlar

@ahmedotekin @adylmert Teşekkürler düzelticem bir dahakine ama böyle olması garip aslında pro max ekranı daha büyük

@liebertjohanm @adylmert Bir deneyeyim dedim burada tıkandi app , button ekranda görünmüyor. iPhone 15 pro max kullanıyorum.

2026'da sermayesiz para yapmak için ihtiyacın olanlar tam liste. -claude -basit düzey edit becerisi -ios dev. hesabı -çelik gibi bir irade... (bu şart, beklediğin akışı yaratana kadar pes etmeden ilerlemen için..) app yap. içerik üret. tekrarla.

@JKeynesAlpha Exactly my thoughts, I should have sold all when it rallied in sept. Oh well

$PATH I’d say UiPath needs to demonstrate a really wow product because it seems harder and harder to understand what the moat is for agentic ai when Anthropic is running away with it every day.

@jakebrowatzke Jake what do you think about the newly released Claude computer use isn’t this a direct threat to path ?

What's the most compelling bear cases for $KLAR? Share quality / researched thoughts and I'll follow you! Considering building out a $KLAR position under $PATH because... - Founder CEO with a product that's good for consumers compared to credit cards - Unlocking the most insane AI productivity unlocks I've seen since $LMND (Klarna's employee count is down from over 6,000 in 2022 to under 3,000 today and the CEO projects it will be under 2,000 through natural attrition by 2030). - Trading 0.43x enterprise value/sales seems cheap for a tech company growing 20%-30% top line - 1.9x book value isn't stretched for a bank, compare to $SOFI at 2.05x and $JPM at 2.25x - PEG Ratio (5yr expected) 0.09 - IPO premium completely disappeared and now its trading at ~$5B when it was worth $45B in the private market in 2021. I normally don't like buying companies within a year of IPO when much of the float is still locked up, but I've started nibbling $KLAR and researching it while its down ~75% from its IPO and I want to know the why that's a BAD idea.