May. 6 at 1:51 PM
$PATH is being treated like AI will replace them, when they’re actually one of the leaders in agentic automation. They already work with enterprise and government clients that need orchestration, compliance, and control layers around AI agents. Feels like the market is pricing worst-case while ignoring how embedded their platform already is.
It screams bear-trap imho. One day this can explode out of nowhere and catch a lot of shorts out!