Jun. 4 at 8:44 AM
$PATH $SPY $CRM $TLT $BTC.X
Staying away from generic easily replicated DATA based software companies; sticking with quality agent, infrastructure and POLICING:
PATH is 10-20X …at least
$110 company…they have contracts with bigger software companies for implementation of AI agents invluding new pure AI companies…Path has the infrastructure, the customers (80% of FORTUNE 500 companies) and the safeguards in place for proper implementation of AI agents—they are the Agent makers; the infrastructure behind it, and the policing of agents…absolute steal under
$50 plus…