$PATH

2.4K members Est. Sep 8, 2025 Updated Feb 10, 2026
Jake Browatzke 🚀 @jakebrowatzke · Feb 6
BREAKING: Home Security Company ADT reactivates 100+ previously failed automations thanks to $PATH Maestro's AI agent orchestration 🔥

This is A HUGE confirmation of my thesis! AI is a MASSIVE tailwind for @UiPath, making their automations an order of magnitude more powerful 🚀 https://t.co/n33aRf30uq
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Jake Browatzke 🚀 @jakebrowatzke · Feb 2
$PATH is the Clawd bot orchestration layer for large enterprises.

Everything happening recently is proving the UiPath thesis 🚀
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Jake Browatzke 🚀 @jakebrowatzke · Feb 1
Seems bullish for $PATH that the fastest growing segment of IBM's software business in Q4 was due to huge customer demand for agentic business automation. 🤔🚀

In IBM's Q4 2025 earnings call transcript
Arvind Krishna discusses the software business performance, highlighting the
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Jake Browatzke 🚀 @jakebrowatzke · Jan 29
At the end of a bull market participants ignore bad news, but at the end of a bear market good news is ignored.

$PATH stock is 100% in a 5 year bear market. Good news is not sticking.

There have recently been two pumps for $PATH since their launch of Maestro for AI agent https://t.co/CRNOv2tI2D
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Jake Browatzke 🚀 @jakebrowatzke · Jan 29
$PATH will be the biggest market surprise of 2026 to everyone except the UiPath retail investor community
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Chris Millas @ChrisMMillas · Jan 28
Yesterday I increased my $PATH position.

I now own 29,414 shares at an average price of ~$16.12.

My conviction has literally never been stronger.

I truly believe 2026 is going to be an inflection point for UiPath. https://t.co/qnP62Stdux
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Jake Browatzke 🚀 @jakebrowatzke · Jan 23
News: $PATH now automates >90% of Siam Food Services' 30k monthly orders

"Automation has given us speed and accuracy. Agentic AI will give us foresight and the ability to make smarter decisions without waiting for human intervention." - Natthee Siripitaya, Head of IT at Siam https://t.co/IYF4EQe3Fg
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Jake Browatzke 🚀 @jakebrowatzke · Jan 18
$PATH now trades at an EV (enterprise value) of $6.43B

They're doing $1.8B+ in ARR (annual recurring revenue) growing double digits and have ~84% gross margins

40%+ net margin potential company trading at a forward EV/sales of 3.6x

No debt. GAAP profitable. Genius founder CEO. https://t.co/R5BbUu1jUO
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Jake Browatzke 🚀 @jakebrowatzke · Jan 17
Throwback to when $PATH was with $73.39 a share and ARR (annual recurring revenue) was only $653M

Today ARR is $1.8B+ (3x higher) and $PATH trades for $14.32 (5x lower).

$1.5B in cash. No debt. They just became GAAP profitable.

#1 AI orchestration layer w/ accelerating growth. https://t.co/bQBEhPAEoI
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Jake Browatzke 🚀 @jakebrowatzke · Jan 15
Buy broken stocks, not broken companies.

$PATH's Revenue 📈
$PATH's Market cap 🔻 https://t.co/UJYlZqcHre
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Jake Browatzke 🚀 @jakebrowatzke · Jan 15
$PATH's Q3 earnings gap has filled.

When Maestro starts contributing meaningfully to revenue growth this year we will see gap ups that NEVER fill.

That's when Wall Street FOMO will finally start. https://t.co/rTKyowMUhW
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Jake Browatzke 🚀 @jakebrowatzke · Jan 15
"UiPath is the dominant player in the RPA market with an estimated 57% market share, which is higher than Microsoft in second place at 17%. Since the company was founded in 2005, it has built an impressive customer base of 10,860 subscribing customers, including two-thirds of the
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Jake Browatzke 🚀 @jakebrowatzke · Jan 15
$PATH is now back at the price it traded at PRIOR to Q3 earnings.

Maestro upside is completely free.

Better - $PATH's core business pays you for the privilege of getting the agentic AI upside, trading at a look through EV (enterprise value) to earnings of ~10.2x https://t.co/LawM0MK7RA
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Jake Browatzke 🚀 @jakebrowatzke · Jan 14
$PATH stock could easily 10x from here within 5 years

This does not mean I have any idea what the stock will do tomorrow. It does mean I will take advantage of what the stock does tomorrow.
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Jake Browatzke 🚀 @jakebrowatzke · Jan 14
$PATH is now priced like Q3 revenue growth acceleration did not happen

Maestro isn't about to meaningfully accelerate revenue growth further

And Wallstreet analysts know what they're taking about it.

Reality telling me a different story than market prices signals opportunity.
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Jake Browatzke 🚀 @jakebrowatzke · Jan 14
Who cares if a gap fills or not? $PATH is a $72 stock trading >$16
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Jake Browatzke 🚀 @jakebrowatzke · Jan 13
If $PATH is down today because of the new Claude agent announcement, it proves the markets still has no idea what Uipath even does

Maestro is a fully agent agnostic orchestration layer, meaning the better agents AI companies release - the more useful orchestrating them together
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Jake Browatzke 🚀 @jakebrowatzke · Jan 12
$PATH sells efficiency

AI agents make their automations smarter and more capable

$10M+ Maestro contacts will start coming in later this year. We're headed to new all times highs 🚀
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Jake Browatzke 🚀 @jakebrowatzke · Jan 11
$PATH is setup for the greatest capitalist run in history 🚀
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Jake Browatzke 🚀 @jakebrowatzke · Jan 9
$PATH could be the greatest public market investing opportunity of the second half of the roaring 20s 🚀
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Jake Browatzke 🚀

@jakebrowatzke

Unworthy servant of Jesus Christ, the Creator of the simulation who entered the game He made, died for our mistakes, and became the only path to eternal life.

42.5K Followers
19 Contributions

Chris Millas

@ChrisMMillas

Investor. Advisor @MeliuzBitcoin. Business. Spirituality. Psychology. Philosophy. Temporary notes, mostly to Self. $BTC $MSTR $WMTX $PATH $DUOL

16.3K Followers
1 Contributions
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Jan 28, 2026 2.3K

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