$UiPath(PATH)$ started a position today. This is a little risky but let's see how it plays out. I am so bullish on AI that I take a look at as much companies as possible. UiPath gapped tremendously down after earnings and I think this leads to a great opportunity.

AI + war of talent + atomization is key here. The 2nd cause benefits for clients are tremendous as they unlock resources that are now wasted in finding desperately needed talent as well as taking out human error in many baseline tasks which leads to smoother operating companies. So working with UIPath leads to much more financial benefits then just the initial savings.

I think UiPath could be an awesome takeover candidate for $Salesforce.com(CRM)$ $Microsoft(MSFT)$ or $Amazon.com(AMZN)$ - it would be interesting to see merger talks with $ZoomInfo Technologies Inc.(ZI)$ .

All that leads to a bullish case for me.