May. 30 at 5:05 PM
$PATH
The bears miss the structural reality of
$PATH.
Two typical explanations
1.
$PATH growth is too low.
Fact:
$PATH revenue grew over 80% since IPO while the stock collapsed over 80%. The valuation dislocation is hard to ignore. Moreover, the value of each share is becoming more concentrated due to buybacks. And high short interest / float. A setup that does not require rapid growth for price revaluation.
2.No moat in Agentic AI.
Their Agentic AI Moat is real. It’s backed by years of
$MSFT collaboration and trusted Fortune 500 deployments.
More importantly, in an era of soaring AI computing costs and token bottlenecks, RPA offers the perfect synergy: zero-token cost execution with deterministic reliability.
Calm before the squeeze.
