Feels like everyone's looking for NVDA-like growth
Market reaction to $UiPath(PATH)$ 's decent 1QFY25 results & weak 2Q guidance tells us how this corner of the market (AI) is priced to perfection and leaves little room for error.
Attaching AI to your company's business focus is a double-edged sword that can attract a huge swathe of investors but also scare a significant number away with just a hint of slowing business.
Feels like everyone's looking for $NVIDIA Corp(NVDA)$ -like growth and execution right now.
https://x.com/BrianTycangco/status/1796193114798846424
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- Neexio·05-31It's quite a double-edged sword.LikeReport