Jul. 17 at 12:14 AM
$PATH These AI stocks like
$NBIS and the semiconductor names like
$MU and
$SNDK are tanking after their insane runs. Then you've got little old
$PATH sitting around
$12, with a bright future ahead. Nearly
$1.9B in ARR, over
$1.7B in annual revenue, GAAP profitable, zero long-term debt, billions in cash, and leading the charge into agentic AI. The best part? Not enough people know about them yet.
Everyone taking their well-earned profits from those names should be doing their DD on
$PATH instead of trying to catch another leg up in something like
$NBIS after it's already gone from
$89 to almost
$300 this year alone, and is now sitting below
$170 today. It honestly baffles me why people are still chasing it, and even more so the other two I mentioned. Intraday trading is one thing, I get it. But if you're investing, why not rotate profits into a fundamentally strong company that's still trading near its lows instead of chasing stocks that have already had their monster move?
