Cola is still professional.

Since we've come this far, let's talk about the company's main focus on robotic process automation (RPA).

Simply put, you can think of it as using a platform to simulate manual operations with robots. Don't just think of it as robotic arms in factories endlessly tightening screws without human involvement—though that's part of it. More importantly, it's about automation platforms for industries like finance and others.

For example, when I was younger and played games, I found daily tasks too tedious, so I wrote a script to automate them. Didn't that free up my hands? Now, let me ask you another question: With AI being so popular now—whether it's Gemini, GPT, or domestic options like DeepSeek or Doubao—don't you still need to type in questions to get answers?

Have you considered how combining these processes with AI and Path could further improve overall efficiency? That's the core value of the platform.

So I think the company's hundred-billion scale is still understated. If things go extremely well, I genuinely believe we could take a page from PLTR. Both involve AI integration for practical applications, improving efficiency and functionality in both software and hardware.

LongPort - 奇迹的交易员cola
奇迹的交易员cola

Regarding the data aspect, you've already covered most of what my younger brother wanted to say. Let me add a bit from the narrative perspective 🕊️

Not to disparage, but from a technological empowerment standpoint, compared to Palantir, $UiPath(PATH.US) can have a greater impact in the physical world because it directly enhances material productivity. At its current valuation and potential growth rate, even if the short-term P/E hits 200, converting to a long-term perspective would only be 20~30.

Moreover, its business structure is excellent, and its business niche is superb. The structure speaks for itself—SaaS, subscription models, or technical deployments—these licensing-based models require light investment and can continuously generate massive cash flow. In terms of niche, no matter who ultimately wins the robotics competition, as an arms dealer, it will still make money.

As long as there isn't a financial tsunami or an AI bubble burst in the next two years—even with macroeconomic turbulence but no cliff-like decline—it's highly likely to become the next trillion-dollar company.

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