By skyforbes 
PATH is reporting earnings tonight so feel free to wait until after if you’re nervous. My thesis is their Maestro software will be the leading enterprise orchestration layer for agentic automation over the next few years. Just ramping up so I expect to see greater acceleration in Q1 and Q2 of next year. Great cash position and margins. Had a nice run recently then pulled back, so I took the opportunity to add more, will likely be $50+ in the next couple years. Position:
8300 shares and 10k in 2027 calls in my Roth