Video 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.
Watch the full PATH Q3 2026 Earnings Call Live Stream Here! https://youtube.com/live/Greev9gO-Aw?feature=share
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