realHunter

TO THE MOON

[realHunter @huntRealNumbers]

$PATH #UiPath

[UiPath @UiPath]

Trust, verified. 🔒 We're proud to share we've achieved the DESC certification, validating the UiPath suite of #automation and AI services against the highest cybersecurity standards mandated by the Emirate of Dubai.

[realHunter @huntRealNumbers]

$UNH #UnitedHealthGroup

[Ryan Smith @RyanSmitty197]

$UNH Raises dividend 5%. Less concerned with the 5% but worth taking in the signal. Management definitely sandbagged guidance and as evidenced by the dividend raise, UNH is set up to beat at least for the next 3 qtrs imo.

https://t.co/2SEtP5f3uG

[realHunter @huntRealNumbers]

$HOOD #robinhood

[Blossom @meetblossomapp]

Robinhood insider buys $20 million of stock!

Director Meyer Malka purchased 249,000 shares of Robinhood stock at $80.39/share.

Total stake: 3.49M shares

This is the largest insider buy in years.

$HOOD

[realHunter @huntRealNumbers]

$IBM

[The Stock Trader Hub @StockTraderHub]

All in on $IBM next week 🤑

[realHunter @huntRealNumbers]

$PATH

[Hardik Shah @AIStockSavvy]

$PATH | BofA Securities maintains 𝐔𝐧𝐝𝐞𝐫𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐔𝐢𝐏𝐚𝐭𝐡, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟑 𝐟𝐫𝐨𝐦 $𝟏𝟐

Analyst raises PT on improved execution view but keeps Underperform rating due to long-term AI durability questions and sub-peer growth.

[realHunter @huntRealNumbers]

$PATH #UiPath

[Daniel Dines @danieldines]

Today we announced our first quarter results, with ARR growing 12 percent year-over-year to $1.901 billion.

One year into general availability, our agentic products are moving from pilots into real deployments, with customers standardizing on UiPath as the orchestration and automation execution layer for their enterprise AI transformation.

The next step in that transformation is reducing the distance between an idea for automation and a governed system running it in production. With the launch of UiPath for Coding Agents, we bring coding agents into the full automation lifecycle. This changes the economics of implementation. It reduces the friction between what a customer wants to build and what they can deploy, govern, and scale.

I’m grateful to the UiPath team for the focus and discipline behind this quarter, and to our customers who continue to use our platform to drive real transformation.

[realHunter @huntRealNumbers]

$PATH

[Shay Boloor @StockSavvyShay]

$PATH Q1 EARNINGS

• Revenue $418M vs Est. $397M
• EPS $0.15 vs Est. $0.16
• ARR $1.90B (+12% YoY)
• Net Retention Rate 109%
• Net new ARR: $49M

FY27 Guidance
• Revenue $1.78B vs Est. $1.76B
• ARR $2.06B

Achieved first quarter GAAP profitability for the first time in company history

[realHunter @huntRealNumbers]

$HIMS

[Hims House @himshouse]

🚨 $HIMS INSIDER BUY

Director David B. Wells bought 48.4k shares ($1.2 million) today at $24.235 average

Wells was previously CFO at Netflix

He now owns 224k shares after the purchase

THE FIRST OPEN-MARKET INSIDER BUY IN YEARS!!!

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[CopyRebeldia @CopyRebeldia]

Hoy una industria entera dejó de tener sentido.

Un tío publicó en GitHub un repo que convierte cualquier foto en un mundo 3D explorable: meshes con físicas, splat del fondo, audio ambiente. Todo.

Una imagen entra. Un mundo sale. Cinco minutos.

La gente que se pasó diez años aprendiendo Blender lleva todo el día mirando esto en silencio.

Se llama image-blaster.

[realHunter @huntRealNumbers]

UiPath AgentHack 2026 $PATH #UiPath

Headline new capability: UiPath for Coding Agents — a newly released platform-wide layer on the UiPath Platform that lets developers build, test, deploy, operate, and govern enterprise automations through coding agents, driven by natural language.
•Supported coding agents: Claude Code, Codex, Cursor, Gemini CLI
•Supported agent frameworks: LangChain, CrewAI, AutoGen

Three new technical tracks
1.Maestro BPMN — structured, deterministic process orchestration (BPMN-based)
2.Agentic case management — dynamic, exception-heavy work where workflow paths can’t be pre-modeled
3.Agentic testing — autonomous test generation/execution for AI-driven automations

Architectural takeaway: UiPath is positioning the platform as a governance & orchestration layer on top of third-party coding agents and OSS multi-agent frameworks — agents handle authoring/execution, UiPath handles enterprise-grade deploy/operate/govern (audit, policy, scale, BPMN structure).
Source: PR Newswire (2026.05.15) via Yahoo Finance / TradingView.​​​​​​​​​​​​​​​​

https://t.co/otca3X4uc5

[realHunter @huntRealNumbers]

$HIMS #HIMS

[Gary Black @garyblack00]

$HIMS -10% AH after posting 1Q results below consensus and lower than expected 2Q and FY’26 EBITDA guidance. With GLP-1 competition intensifying, I expect HIMS selling pressures to continue although favorable FY’26 rev guidance and 30% short interest limits upside from shorting.

1Q results:
- Rev $608.1M vs $617.5M est
- EBITDA $44.3M vs $46.1M est
- GM 65.0% vs 71.7% Est
- EPS -$.40 vs +$.02 est (negative for the first time since 2023 3Q).

2Q guidance:
- Rev $680-$700M vs $644.5M est
- EBITDA $35-$55M vs $70.1M est

FY’26 guidance:
- Rev $2.8B-$3.0B vs $2.75B est
- EBITDA $275-$350M vs $319M est and $300-$375M prior guide

Importantly, investors accept management’s optimism that HIMS rev growth will re-accelerate from +4% YoY in 1Q to 18-20% over the next few quarters. I’m skeptical.

[realHunter @huntRealNumbers]

Fired or not?
$HIMS #HIMS

[Hims House @himshouse]

🚨 UPDATE

Friday afternoon: Trump said he has no plans to replace FDA Commissioner Marty Makary

This morning: "Just got a call from inside the administration. Makary is dead in the water. Just a matter of time." -@thackerpd

$HIMS $LLY $NVO

[realHunter @huntRealNumbers]

$PATH #UiPath

[Evan @StockMKTNewz]

Google $GOOGL just released its updated 13F filing which shows all the stocks it owned as of the end of Q1:

Arm Holdings $ARM - 1,960,784 shares
AST SpaceMobile $ASTS - 8,943,486
Autolus $AUTL - 698,262
$BEAM - 321,604
BridgeBio Oncology $BBIO - 2,823,126
CME Group $CME - 3,484,020
Ethos $LIFE - 3,770,156
Figma FIG- 215,582
Freshworks $FRSH - 16,206,643
GitLab $GTLB - 2,724,712
Hyperfine $HYPR - 898,720
Lyell Immunopharma $LYEL - 293,256
Maze Therapeutics $MAZE - 1,388,583
Monte Rosa $GLUE - 684,275
Oscar Health $OSCR - 481,988
PayPay Corp (Tokyo-listed) - 3,125,000
Planet Labs $PL - 35,248,893
Prime Medicine $PRME - 16,562,498
Relay Therapeutics $RLAY - 1,564,173
Revolution Medicines $RVMD - 3,292,525
Sana Biotechnology $SANA - 2,812,500
Spero Therapeutics $SPRO - 889,979
Tempus AI $TEM - 1,551,102
Tenaya Therapeutics $TNYA - 915,705
UiPath $PATH - 7,034,337
Vera Therapeutics $VERA - 241,264

[realHunter @huntRealNumbers]

$HIMS #HimsAndHers

[Hims House @himshouse]

🚨 BREAKING: TRUMP TO FIRE FDA COMMISSIONER MARTY MAKARY

$HIMS $LLY $NVO

[realHunter @huntRealNumbers]

$PATH #UiPath

[Phathom @PhathomResearch]

$PATH dropped a huge press release today announcing their agentic automation solution tailored for government use while simultaneously holding their FUSION conference with Federal government leaders in D.C.

This comes 4 days after the Pentagon announced their plans of taking a multi-vendor AI approach to avoid vendor locking. This is exactly the model-agnostic capability that @UiPath offers.

Probably nothing....

[FSMN @faststocknewss]

WARREN BUFFETT JUST GAVE HIS SHARPEST MARKET WARNING IN YEARS AT THE BERKSHIRE HATHAWAY SHAREHOLDER MEETING

His exact words on today's market:

"The market always feels like a church with a casino attached. People can move between the church and the casino. There are more people in the church and more people in the casino, but the casino has gotten very attractive to people."

"If you're buying one-day options or selling them, that is not speculating. That is gambling. Totally. There's nobody that can explain why they're buying an option for one day."

"We've never had people in a more gambling mood than now."

"That doesn't mean the thing is terrible, but it does mean that the prices for an awful lot of things will look very silly."

The 95-year-old "Oracle of Omaha" is speaking today as Berkshire sits on roughly $380 billion in cash, the largest cash position in the company's history. Greg Abel is running the meeting as CEO for the first time.

When asked what would create a juicy investment opportunity for him, Buffett's answer:

"It's a phone call in some cases."

[realHunter @huntRealNumbers]

$GOOG #Google #Alphabet

[Shay Boloor @StockSavvyShay]

$GOOGL signed a deal to let the Pentagon use its AI models for classified work and “any lawful government purpose.”

Defense spending keeps moving deeper into AI infrastructure.

[realHunter @huntRealNumbers]

$PATH #UiPATH

[João Garcia @jopegasi]

UiPath announces a new partnership with Databricks 🚀

UiPath is now a validated Databricks tech partner, unifying data + AI + automation in a single operational flow.

Real‑time enterprise data, AI agents orchestrated by Maestro, and full governance.

$PATH

[realHunter @huntRealNumbers]

$PATH #UiPATH

[Phathom @PhathomResearch]

Good Find. The technology consulting company, Marlin Alliance, that just landed a $22M RPA contract with the Department of War is heavily using $PATH software to provide its services.

This is often times how enterprise/defense contracts are deployed - via third party consulting companies.

If they are using $PATH RPA, that means more subscription and/or licensing revenue is being gained. Keep the contracts rolling in!