UiPath has no real earnings, barely any growth and a ridiculous valuation. x.com 

UiPath shares are unlikely to go up because a 34% short float, especially heavy for a stock priced around $12, will hold the price down. Holders should move on. x.com 

UiPath offers good risk/reward because its investor day confirmed the narrative of rising AI demand, higher retention and growing opportunity, even without the acceleration the market wanted. That lack of acceleration was already known after earnings. The stock's continued weakness reflects healthy market mechanics rather than a broken thesis, and the aim is to buy the best risk/reward, not the best stocks. x.com 

UiPath looks expensive against its cash earnings at $16.01. It trades at 57x cash earnings and 50x next year's, versus the roughly 30x software companies usually get. Fair value is $9.34 to $11.89, about 30x next year's cash earnings give or take 12%, so the stock sits 35% above the high end. This is a levels-only read off reported earnings and revenue estimates, not fundamental work. x.com 

C3.ai has turned out to be a scam for its shareholders, judging by how its stock-based compensation as a share of revenue has fared over the years against SaaS peers Snowflake, Palantir, GitLab and UiPath. x.com 

UiPath's late-July selloff to about $10.20 came from tech-wide risk sentiment and weakness at peers Pega and IBM, not company news, leaving it at about 15x forward earnings. UiPath has moved from legacy RPA to agentic automation, opening a new growth market, and now delivers full-year GAAP profitability, double-digit revenue growth, gross margins above 80% and positive free cash flow. The $10 level is key support, and sizable short interest could fuel sharp rallies on any positive catalyst. … Show more

UiPath is one to avoid until Maestro drives a growth inflection, which has not happened yet. x.com 

Okta's valuation is not justifiable at a P/E of 114 with only 10% revenue growth; it is speculation at its finest. x.com 

UiPath is proving it can grow again while becoming profitable, and a round of layoffs could take the stock from the $10s to the $20s. Revenue rose 17% year over year, up from 13% or less in recent quarters. x.com 

Spotify's premium multiple doesn't fit single-digit reported growth, which is why a clean Q1 beat still sent the stock lower. At about 40x trailing and 32x forward earnings, the bar was a blowout: revenue grew 8% reported to €4.53B, while a record 33% gross margin, €715M operating income and 761M MAUs all beat guidance. Alphabet, Uber and Meta trade at 22-24x forward while growing faster. Spotify is a great business with pricing power, but premium multiples on single-digit growth get re-rated. … Show more