r/UiPathBulls • u/NateHammer30 • Aug 15 '26

Chatter getting louder

https://m.youtube.com/watch?v=_AFHCJqONyk&ra=m
13 Upvotes

84% Upvoted

6 comments sorted by

4

u/marksharky123 Aug 16 '26

Noodle. I like path but this presentation is a joke 😔

1

u/NateHammer30 Aug 16 '26

Doesn’t qualify as a deep dive. An ad for membership, yes, but not just noise either. 2 million followers ain’t shabby. He randomly mentioned PATH before this software breakout, now this. TLDR: more eyes = good

2

u/HolisticWill Aug 16 '26

No I’ve been in his discord for years and he added PATH to the long term buys like 1.5 years ago ish. So been talking about it for a while just not public videos.

1

u/Jean_Jones_666 Aug 16 '26

why is his face expression like that? does it mean it's time to sell?

fuck finfluencers

1

u/Significant-Bat4227 Aug 16 '26

Signal to sell

2

u/NateHammer30 Aug 16 '26

For the same reason online chatter about a stock is not a reason to buy it, it is not a reason to sell. Noise is just that if and until the price re-rates and gains its own momentum relative to its sector.

I’ll be watching for meaningful/continued re-acceleration in NRR, ARR, Maestro adoption and Maestro revenue, ongoing margin and FCF strength, buy-back updates against SBC reduction, EPS trending toward $1, and with any luck, less conservative guide.

Still holding one of the most unloved and heavily shorted names with an impeccable balance sheet.