Regarding the data aspect, you've already covered

Regarding the data aspect, you've already covered most of what my younger brother wanted to say. Let me add a bit from the narrative perspective 🕊️

Not to disparage, but from a technological empowerment standpoint, compared to Palantir, $UiPath(PATH.US) can have a greater impact in the physical world because it directly enhances material productivity. At its current valuation and potential growth rate, even if the short-term P/E hits 200, converting to a long-term perspective would only be 20~30.

Moreover, its business structure is excellent, and its business niche is superb. The structure speaks for itself—SaaS, subscription models, or technical deployments—these licensing-based models require light investment and can continuously generate massive cash flow. In terms of niche, no matter who ultimately wins the robotics competition, as an arms dealer, it will still make money.

As long as there isn't a financial tsunami or an AI bubble burst in the next two years—even with macroeconomic turbulence but no cliff-like decline—it's highly likely to become the next trillion-dollar company.

一发入魂

$UiPath(PATH.US)

@Miracle Trader cola cola is quite busy, so I'll briefly explain why I think today's rise is conservative. Later, cola can also supplement some points I didn't mention.

Actually, as profits turned positive, we saw the P/E ratio is over 40, which made us a bit nervous. How can such a high P/E ratio support the stock price? So we started hesitating to buy.

But if you study the financial report carefully, you'll find that since Q4 last year, the operating income hasn't grown, and even Q1 and Q2 saw a significant decline. Q3 had 14M less operating income compared to Q4 last year. Just looking at this, it doesn't seem to justify a P/E of 40. So, a turning point should appear. Then, looking at the net profit, compared to Q4 last year, with similar operating income, last year's Q4 made 50M, while this year made nearly 200M. What does this mean? The market's recognition of the platform's value instantly returned, meaning the platform's reuse cost keeps decreasing. As long as operating income grows, profits will keep rising. This is huge market value and the best proof of the platform's development value.

Based on the current ratio and contract expansion, with the same stock price, using a calculator, the P/E ratio could drop to single digits next quarter. So, this is my personal reasoning for continuing to hold.

My personal skills are not great. Look at my return ranking—it's a probability game for the future, not necessarily correct. Look at my return ranking and trust yourself.