Bunny Lu

A London based part time swing & day trader with medium risk tolerance, interested in U.S market - A happy single parent of super cute little son.

[Bunny Lu @htho_lu]

@0ivankaTrump1 12

[Real Blonde Broker @blondebroker1]

Here’s the tech party map
I mean earnings map😂😉
$TSLA, $GOOGL $META, $MSFT, $AMZN, $AAPL
$MAGS

[Bunny Lu @htho_lu]

@Mr_Derivatives Lol

[Bunny Lu @htho_lu]

@TheRealTci 😂

[Stocker-Man @TheStockerMan]

$PATH is one of the clearest examples of a stock where the fundamentals and the share price are moving in completely opposite directions.

Look at this chart.

Revenue has gone from roughly $336M in 2020 to $1.61B in FY2026.

Free cash flow has gone from deeply negative to positive.

EBITDA has flipped from negative to positive.

The company just posted full-year GAAP profitability for the first time, generated $372M in adjusted free cash flow, and ended the year with $1.69B in cash, cash equivalents, and marketable securities.

Yet the stock is down massively from its highs.

That disconnect is exactly why I think $PATH is getting interesting again.

The market is treating $PATH like an old RPA company that AI is going to replace.

But management is saying the opposite.

Daniel Dines basically said enterprise AI is moving past the “experimentation” phase and into real deployment. And when that happens, companies do not just need a chatbot. They need reliability, governance, orchestration, security, approvals, audit trails, and execution across messy enterprise systems.

That is the key point.

AI agents are powerful, but enterprises cannot just let random agents run wild across finance, healthcare, compliance, customer support, or operations.

They need a control layer.

That is where $PATH wants to sit.

Dines described $PATH as combining deterministic automation, agentic AI, and enterprise-grade orchestration into one platform. In simpler terms: AI can think, but $PATH helps it actually execute work safely inside a business.

That is a very different story than “AI kills $PATH.”

If AI adoption scales, the need for orchestration should scale with it.

And the company is not just talking. They are already pushing into healthcare, financial crime compliance, agentic testing, customer experience, and regulated enterprise workflows.

The stock is priced like the business is dying.

The financials say the business is bigger, more profitable, and more cash-generative than ever.

That is the kind of setup I like.

$PATH does not need perfection from here.

It just needs the market to realize this is not a legacy RPA story anymore.

It is becoming an enterprise AI execution layer.

[Bunny Lu @htho_lu]

@jakebrowatzke In $Path, I believe in an up 😋

[Bunny Lu @htho_lu]

@TheRonnieVShow I have been waiting for Path to boom from I started work until I retired but still - holly molly, why the market ath and every stock moving up but only Path is f*ck slow 😭😭😭😭

[Bunny Lu @htho_lu]

@jakebrowatzke I'm in $Path and watching it still staying strong in these days - it will head back to the race soon when mkt reverse I assume!

[Bunny Lu @htho_lu]

@Mr_Derivatives 😂

[Bunny Lu @htho_lu]

@jakebrowatzke Breaking news, good news - but 10%+ down in 2 days - what's the $PATH?!? 😂

[Ray Myers @TheRayMyers]

$PATH, the Agentic AI Upstart!

Can $PATH compete with $CRM, $NOW, $MSFT, and reignite growth?

-83% 5Y 🔴
-24% YTD 🔴

- Expanding into AgenticAI
- Inflecting Profitability
- 145% EPS Growth
- $1.9B ARR
- 25% 2028 EPS CAGR
- Reasonable Valuation
- 14% Below Consensus Price Target

[Bunny Lu @htho_lu]

@JeebsTX Lol

[Danny Naz @ThePupOfWallSt]

Nvidia CEO Jensen Huang often describes the artificial intelligence economy as a layered stack, beginning with energy and compute and ending with applications that reach consumers and businesses.

At the base sit power providers such as $GEV, $CEG and $TLN, whose electricity feeds the enormous demand created by AI data centers.

Above them are the semiconductor manufacturers, including $NVDA, $AMD, $AVGO, $MU and $TSM, producing the chips that power modern machine learning.

Infrastructure providers like $ORCL and $CRWV supply the data-center capacity, while technology giants $GOOGL, $MSFT, $AMZN and $META build and train large AI models.

At the top of the stack, software and platform companies such as $PLTR, $CRM, $SHOP and $APP translate those models into commercial products.

The implication is clear: the AI boom is not confined to Silicon Valley software. It is a full industrial supply chain, stretching from electricity generation to enterprise software.

[Bunny Lu @htho_lu]

@Mr_Derivatives 😂

[Bunny Lu @htho_lu]

@Mr_Derivatives Kangaroo market 😂

[Investing visuals @InvestingVisual]

Worldwide AI spending will total $2.5 TRILLION in 2026, per Gartner.

Businesses best positioned to benefit from AI:

1 | Power: $GEV, $BE, $EOSE, $CEG, $NXT

2 | Chips: $NVDA, $AMD, $TSM, $ASML, $AVGO

3 | Data centers: $NBIS, $IREN, $CRWV, $ORCL, $ALAB

4 | AI models: $GOOGL, $META, Anthropic, OpenAI, xAI

5 | Software platforms: $PLTR, $MSFT, $RBRK, $CRWD, $NOW

6 | AI apps and agents: $ZETA, $DUOL, $AXON, $GTLB, $PATH

[Bunny Lu @htho_lu]

@Mr_Derivatives Same demand, again 😂

[Bunny Lu @htho_lu]

Merry Christmas 2025 & Happy New Year 2026 - May a new year brings joy & happiness - & trading accounts always stays "blue" 🫶

[Bunny Lu @htho_lu]

@Mr_Derivatives I also want 200 - were we same boat?!?!

[Bunny Lu @htho_lu]

@shortthevix2 When $Bull was 12.9 the price action also the same - high volume + hammer candle (1h) - then we see 7.8 today 😂 - anyway, hope the bottom from now....