UIPath: Generative AI Loser or Ultimate Winner?
Manage episode 455508651 series 3595562
In lucky Episode 13 (recorded December 8, 2024), The Stock Jocks give their bull/bear treatment to UIPath ($PATH). Bruce plays Bull and makes the pitch that Robotic Process Animation specialist UIPath can become a long-term winner from Generative AI. Meanwhile, Gordo takes the role of Bear, and George hosts. In the news segment, the Jocks touch on Rubrik ($RBRK), SentinalOne $S (and in turn CrowdStrike ($CRWD)), the ServiceTitan $TTAN IPO, and $SMCI.
13 episodi