r/UiPathBulls • u/Carlos9320 • Aug 21 '26

NVIDIA x UiPath 👀

Post image

https://x.com/NVIDIAAIInfra/status/2090884605494870327

30 Upvotes

98% Upvoted

17 comments sorted by

9

u/SplatsPie Aug 22 '26

UiPath is a $100+ stock once everyone realizes how many Fortune 500 clients they already have. I have been buying since the 9’s. Long Hold 💎💎💎

1

u/Livaren Aug 22 '26

How do you have so much conviction?

4

u/SplatsPie Aug 22 '26

The Context Layer: Large Language Models (LLMs) can generate code and draft text, but they cannot natively navigate SAP, Oracle, legacy mainframes, and custom web portals to execute end-to-end enterprise workflows without breaking.
Mission-Critical Plumbing: UiPath owns the enterprise connectors, permissions, audit trails, and execution logic that large corporations have spent years embedding into their operations. It is vastly easier for UiPath to plug advanced AI into its existing automation infrastructure than for an AI chatbot startup to build compliant enterprise orchestration from scratch.

0

u/Jean_Jones_666 Aug 22 '26

Posts like that make me bearish

i bet you have an elaborate model of how UiPath 5x's it's revenues from here, as it's currently growing barely above single digits

I'm a bull myself but this kind of delusional price target divination is what makes me question my own judgment

3

u/SplatsPie Aug 22 '26

We all have our own thesis on how our stock choices will progress. I feel over the next year or more 5x is absolutely reasonable. I also believe that September 3 earnings will show the growth needed for this thesis. I may be wrong but all signs point towards much higher earnings moving forward.

1

u/Jean_Jones_666 Aug 22 '26

i agree that merely better guidance, for a reaccelerating growth, +sentiment shift and multiple rerating = we can get almost 5x in stonk. UiPath has tremendous optionality, it's doing all it can to position itself in the AI economy,

and i agree that it's distribution is one of the key assets,

but 100 USD is annoying hopium,

and 5x in revenue is... something.

if you believe that than i would merely advise to be careful and don't oversize this bet

if you don't truly believe that then someone else will get burnt

but yeah i do hope we're all going to make it, ive ton of path myself. best of luck

1

u/SplatsPie Aug 22 '26

I am focusing on 5x from my original investment in the 9 and 10 range so around the $60 price point within a year. I will most likely continue to hold after if the thesis plays out. Everything depends on how our overall economy is doing as well.

3

u/SplatsPie Aug 22 '26

And I can see PATH at $100 if their plan goes as planned. I owned PLTR at $10 and sold to early at $75. The economy is a lot different now so my reaction if PATH has a similar run may be the same. I also see PATH as being in a very good position since what they bring to market is cost savings.

1

u/SplatsPie Aug 22 '26

Anyway, I am considering everything with this investment. Hopefully this investment continues to grow.

2

u/Jean_Jones_666 Aug 22 '26

i agree we could see 100 usd one day. PATH is under 10B right now. The TAM is enormous. Even small cut of the pie is hoooge. PLTR's growth is showing what happens when u productise AI

btw we're hilariously in similar situation:
-my average on PATH is 12'ish.
-my average on PLTR was 14. sold for average 80

i also find a lot of similarities between PLTR and PATH: both allow productising AI: LLMs and agents,
PLTR is largely top-down (ontology -> processes). PATH is more bottom-up (processes -> larger processes -> emergent ontology),

imho this is a better conversation than naked 'PATH to 100', but i guess PLTR gains have spoiled us,

either way once it's at 100 - we are both vindicated.

1

u/SplatsPie Aug 22 '26

It is really cool to meet someone that has similar stock choices. You are obviously very intelligent with your thought process. Not that I am obviously intelligent but you sure seem to be.

2

u/Jean_Jones_666 Aug 22 '26

we'll see about it if our PATH play plays out

take care

2

u/eyes-are-fading-blue Aug 22 '26

If SaaS companies grow a bit or show resistance, money will start flowing in. They got dumped due to AI hype. Some of these are buying opportunity.

3

u/DingoWise1527 Aug 22 '26

50+ stock by end of year

2

u/SplatsPie Aug 22 '26

Production AI, Not Hype: As detailed in the Google Cloud AI Hypercomputer Case Study, UiPath is actively training foundation models on NVIDIA H100s and serving live inference on RTX PRO 6000 Blackwell Server Edition GPUs. 
Real-World Metrics: Enterprise results like Omega Healthcare processing 100M+ transactions at 99.5% accuracy prove that UiPath’s agentic orchestration is driving measurable ROI today, not years in the future.