How Meet Kevin’s view on $PATH changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo6 entries
2026-09-09
“Apple iPhone Duo Event Reaction, Stocks Fall, Drama.”
Speaker likes UiPath as a company; insider control causes high volatility and makes the stock hard to analyze.

somebody you're asking about UI, uh, UiPath. UiPath is down 11% today. Wow. I wonder why. I think I find this actually a really great consumer company. It's I call it more like proumer.

One of the issues that you have with this stock that makes it really hard to know what's going on is you see these volume candles right here. here. I mean, this one on earnings, this one today, this one is heavily controlled by its its owner and they control almost all of the shares.

And so, when they go to sell, and I don't know this, but my guess is when they go to sell, that's when you get this kind of insane movement in the stock. Now, I've been a big fan of this stock since like, I don't know, the $150ish dollar range.

It's done massive moves over the past uh, you know, four years or whatever it's been. Uh, it did go down. It went down to 99 there for a moment. I think this was the 20 Yeah, in 2024.

So, this was sort of like the chip and memory dip that we had over here. Uh even uh your microns and that were having a tough time here. But, uh some of this is just driven by selling pressure on the inside.

Uh I think longer term those create opportunities like this is probably just a lack of selling pressure and then trading momentum up. Like it would got it got pretty overpriced over here at 1,000.

So, you get a lot more volatility on a stock like this that doesn't necessarily have to have a reason other than, you know, someone selling.

2026-09-04Bearish
“Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️”
UiPath has an underlying problem in its earnings report that drove the stock down.

Thoughts on Path being down 19%. Uh we on Path this morning because we went through the earnings and there was a problem in the earnings report. It was down like 8% already this morning, but I hate to say it. you know, I'm very blunt when I look at a stock.

Uh so if if whether whether it's a stock I like or not, I don't care. If the earnings come out and there's a problem, I'm going to say it.

Direction flip
2026-09-02Bullish
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2026-09-02Bullish
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2026-08-28Bullish
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2026-08-28Bullish
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