Meet Kevin 对 $PATH 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
你正在看到 UiPath 的复苏。
You're seeing a recovery in UiPath.
我持有 UiPath，目标价 32 美元，从这里还有 75% 的上涨空间。说实话，我认为这可能更接近 40 到 45 美元。
I've got UIP path at 32 bucks 75% upside from here. Honestly, I think this is probably closer to 40 to 45 bucks.
换句话说，比如 UiPath 说：“嘿，我们正在整合到我们的 RPA（机器人流程自动化）中。我们正在整合代币，我们将开始向客户收取代币费用。”最好的情况是，如果你能提供更便宜的代币，软件的总账单看起来会更低。
in other words, like let's say a UiPath is like, "Hey, we're we're integrating into our RPA uh robotic process automation. we're integrating tokens and we're going to start charging customers for tokens. Best case scenario, the overall bill for the software looks lower if you can provide them cheaper tokens.
UiPath 是另一只从低于 10 美元的低点真正起飞，现在位于 18 美元的股票。
UiPath is another one that's just really taking off off of that uh low sub $10 level now sitting at 18 bucks.
让我们看看还有什么。Path。Path。实际上 Path 下跌了 90 个基点。
Let's go see what else we have. Path. Path. And uh path is actually 90 bips down.
你看到 UiPath 正在复苏。
You're seeing a recovery in UiPath.
当你查看公司的利润率时，无论是 Salesforce、UiPath 还是 Palantir，随着它们将代币整合到所提供的服务中，代币正日益让这些软件公司付出成本。
when you look at margins for companies whether it's at Salesforce or at UiPath or at Palunteer tokens are increasingly costing these software companies money as they integrate tokens into the services that they're offering.
我给 UiPath 的目标价是 32 美元，从这里上涨 75%。老实说，我认为这可能更接近 40 到 45 美元。
I've got UIP path at 32 bucks 75% upside from here. Honestly, I think this is probably closer to 40 to 45 bucks.