Description
Why I’m betting heavily on UiPath ($PATH) as the ultimate contrarian AI play
In this video, I explain why Wall Street is viewing UiPath backwards: as a victim of AI disruption rather than a primary beneficiary. I detail why I’ve reallocated capital to build a massive position in the stock, using "EV to look-through earnings" to show it's priced for zero growth despite the massive potential of its new AI agents. Finally, I compare UiPath to Palantir, demonstrating how $PATH could rise 1,500% and still trade at a comparable multiple.
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All videos on this channel are for educational and entertainment purposes only. I’m not a financial advisor, and nothing here is investment advice. While I strive to provide accurate and timely information, always do your own research before making any financial decisions. Your money, your responsibility. Invest smart — and stay safe out there!
Chapters:
0:00 The Re-Rating Catalyst & Investment Thesis
2:21 Lemonade vs. UiPath: Market Opportunity
4:31 Finding Opportunity Where Others See Disruption
6:38 Investment Philosophy: Lynch, Buffett & Concentration
9:21 AI Agents: Why "Robots with Brains" Change Everything
12:26 Valuation Deep Dive: EV to Look-Through Earnings
16:02 Profit Margins: Why UiPath Beats Lemonade
18:29 Trading at 11x Earnings vs. The Market
21:52 The Palantir Comparison & Path to Billionaire