**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.
(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*".
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.
@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
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.
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🔥🔥🔥
$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…