Brandon correa

$PATH 🤖 & $MRLN 🛫

[Brandon correa @Brandoncor7079]

**What To Watch for**: big DoD deals, RPO growth, NDR increase, AI agent tokenization fallout & Ungoverned.

BTW on #2. They are not doing it and management knows it's a problem, they mentioned it in Q4 FY26. Atleast they are open minded about it.

[Brandon correa @Brandoncor7079]

(UIPATH) $PATH - Lumpy Revenue To Secular Growth

This is a boring company with possible huge tailwinds. Bears used to say "*AI is eating their lunch*" to now "*they are growing too slow*".

[Brandon correa @Brandoncor7079]

3. **Target Low-Code + "Cross-Platform" Adopters** \- Look how their innovating and scaling time for customers. EX: maestro case & coding agents. Research it. This basically as of now UiPath time to value just like Palantir Bootcamps.

[Brandon correa @Brandoncor7079]

@thekelghor @ShawarmaCapital 😂

[Brandon correa @Brandoncor7079]

Also waiting for $PCT below $7

[Brandon correa @Brandoncor7079]

$MRLN is close to $5, should dip a bit more, waiting patiently until I see below $5.

[Brandon correa @Brandoncor7079]

@SamuelOyed66152 @grok @ChrisOwenG @paper_1929 @im_vakil 😂 I didn’t know they got it like that

[Brandon correa @Brandoncor7079]

@thekelghor @pharmdaz @MerlinAero @YahooFinance I hope it gets close to $5, it would be a steal

[Brandon correa @Brandoncor7079]

@PhathomResearch I think in all sectors, can’t find anything misunderstood like it. It’s almost like it’s the perfect stock, all it needs is +20% growth

[Brandon correa @Brandoncor7079]

@6hibal As a Mexican, sorry we scored a goal on u

[Brandon correa @Brandoncor7079]

Missed $PLTR & $ASTS ?
Here’s $PATH & $MRLN
Similar fundamental parallels, different businesses .

[Brandon correa @Brandoncor7079]

Everyday I research other stocks to see if I find any better opportunities than $PATH and $MRLN. I visualize one of these may 30x in 3 years :) just gotta be patient and be good in life.

[Brandon correa @Brandoncor7079]

@PhathomResearch It’s “undervalued” in a whole another level than most investors think

[Brandon correa @Brandoncor7079]

That’s the best part of investing, there’s always going to be opportunities ❤️ Have a blessed relaxing day!

[Brandon correa @Brandoncor7079]

I’ve bought $PL at $6, $RGTI at $1.47, $AMBQ at $25.50 & $RR at $0.87..
I admit I could’ve made insane money if I didn’t sell so early. I now learned my lesson about patience but have same picking style literally… I’m in $PATH, $MRLN & $PCT.
Let’s gooo🔥🔥🔥

[Brandon correa @Brandoncor7079]

@firwolf9999 Both are in similar situations.

[Brandon correa @Brandoncor7079]

$PATH - vendor-agnostic RPA/automation software
$MRLN - aircraft agnostic ai powered operating system

both have meaningful certification/approval edges that competitors largely lack, especially in their core domains. These act as high barriers in highly regulated industries…