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Other Losing Stocks To Avoid: • Accenture, Atlassian, HubSpot • 50% after weak guidance • UiPath—AI does automation better

Felix Prehn 🐶

111,249 subscribers

95,928 просмотров • 6 месяцев назад •via X (Twitter)

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After testing 50+ AI tools, here's the truth: The winners aren't using ChatGPT for everything. They're using: → Manus for video creation (does 80/20 of the work) → DataButton for full-stack apps → GenSpark for data processing → N8N for workflow automation → Perplexity Labs for storyboarding Each tool has ONE job. Each does it perfectly. Stop forcing one tool to do everything. Save this strategy, you'll build better systems. 🔧 Want the SOP? DM me. 💬

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My thesis on $PATH in 60 seconds: Everyone thinks agentic AI kills UiPath. I think it's the opposite. AI agents are powerful but useless without orchestration. Someone has to deploy them, govern them, and connect them to the 50 different systems inside a Fortune 500 company. That's what UiPath built with Maestro - an orchestration layer that integrates AI agents from Anthropic, OpenAI, and Google into real enterprise workflows. They're not competing with the models. They're the layer those models need to actually work. The numbers: - $1.78B ARR, growing 11% YoY - Q3 revenue $411M, up 16% - First GAAP profitable quarter in company history - 85% gross margins - $1.7B cash on the balance sheet - 10,600+ customers, 65% of the Fortune 500 The stock is $10.71. Down 84% from its IPO. Founder CEO Daniel Dines came back and is rebuilding the company around agentic automation. Watch his breakdown below - he explains exactly why AI makes UiPath more relevant, not less. I just opened shares and LEAPs. If agentic AI is real, the orchestration layer wins.

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33,102 просмотров • 8 месяцев назад

Last week $TEAM outlined a new AI bull case for SaaS, as a source of context to generate better, faster, cheaper AI outcomes. Atlassian demod how Claude Code by itself underperformed an identical instance of Claude Code, on an identical prompt, when the other instance had access to their Teamwork Graph (TWG) which has access to past project files, messages, documents, code bases, employee data, and system integrations (slack, outlook, etc). The added context pointed Claude to the right information to solve the task faster, whereas the instance without context thought more, read more, hallucinated, and got the task incorrect after spending 2x more tokens and running an extra minute. Since token spend is quickly becoming many multiples of traditional software cost for coding use cases (Jira at $10-12/seat vs Anthropic spend per seat in the several hundreds a month), Atlassian makes a compelling case that context pays for itself many times over by helping customers to get more value out of their expensive AI tokens. $MSFT easily has the strongest advantage as a source of differentiated context. Video worth watching.

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