Aug. 5 at 12:18 PM
$PATH love it or hate it, it was always about the fundamentals. Still is. Is it a
$100 usd stock? No… fair value
$18-25. Like I said 2Q ago, narrative did shift, a company going bankrupt is now perceived as a business with a real shot of finding a real niche in the new AI world. If they actually can show topline growth and go from having a shot to being real price should be in this range.
Real compounding growth which is at least 1 year from now (taking for granted AI products are real and market accepted). To take this any further.
Next Q is crucial. (It always is)