Aggregated from 40+ premium financial sources. Click any article to read and translate on Stonkistan.
Bessent sought to calm concerns about a potential energy shock, arguing that oil markets are well supplied even as tensions escalate in the Middle East.
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
Tired of posts about Adobe, Novo, PayPal, and whatever other falling knives people are trying to catch? I have an actual deep value play for you. This stock is down 80% since IPO, which has caused Wall Street to ignore it. They’re sleeping on the company’s fairly recent agentic AI business pivot. UiPath has switched over from robotic process automation to agentic AI. All that stuff everyone is excited about with Claude? UIPath is using Claude, Chat, Gemini etc to design enterprise grade AI agents. You really can’t vibe code your own software if you’re a big company, no matter what Twitter and Reddit tell you. (Comparative advantage and liability reasons, mostly liability reasons) Fortune 500 companies will NEED enterprise grade agents. They will choose to work with UiPath rather than hire software engineers in house. Oh, and UiPath already works with 60% or so of the F500. The stock has been consolidating under $20 for months, and recently got hit by the ridiculous SaaS selloff. I opened a long position in mid January and have since averaged down throughout the crash in the share price. UiPath already has the people, the infrastructure, the customer base, they’re LLM agnostic, and they recently achieved GAAP profitability. Founder CEO who owns over 10% of the stock. Some more numbers: - Forward PE of ~15 - YoY revenue growth of 16% as of their most recent earnings report - Zero interest bearing debt - $1.8B in ARR Point72 recently tripled their position. Earnings next week. Don’t say I didn’t warn you. submitted by /u/JamesSt-Patrick [link] [comments]