ASteffie :

delavie : path seems like dying....

Justin Teeburd OP delavie : I get the concern, but I dont think this path is dying just pausing along with the broader market. When the NASDAQ, S&P, and DOW are all dropping 2–3%, even strong plays look weak short term. But the long-term drivers behind robotics, modular energy, and critical minerals havent changed. These sectors are still set to fuel the next industrial and tech evolution. This strategy isnt about the next month it s about owning the infrastructure of the next decade. Patience in drawdowns usually pays off when your thesis is sound.

delavie Justin Teeburd OP : more companies seems to be using Microsoft power automate more. I should understand why as well

Justin Teeburd OP delavie : Solid point. Microsoft Power Automate has definitely gained traction, especially because it's already integrated into the Microsoft ecosystem most companies use like Office 365, Teams, and SharePoint. But UiPath still stands out in enterprise-grade automation, especially for more complex workflows and legacy system integration. Its like comparing a built-in tool to a specialized platform both have their place. I think Power Automate eating up market share is a trend worth watching, but it doesnt necessarily invalidate the long-term potential of UiPath it might just reshape its niche.

Justin Teeburd : no trump killed it itll be back this is a vital company if it pans out right.