--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/43287800.md" description: "The big boss is charging up, and the little brother won't fall behind either; to be honest, there is a probability that MSFT will eventually go acquire PATH. Whoever takes it over gets direct access to the enterprise automation execution layer. As for whether it reaches hundreds of billions, tens of billions can always be given, and the business volume can always be calculated. There's not much more to say; calculate the total market size and the orders they capture, and the picture basically emerges. A moat? Is a market that Microsoft can't even enter considered a moat? Buy if you want, sell if you want, it's that simple.Some bros say I'm inciting others to buy this stock, well, I'm inciting others to make money; ultimately, I'm saying don't buy, but if you want to buy, buy; if you don't buy, go elsewhere. I'm already actively suppressing the hype. Let's talk reason: is this company making money or losing money? For peers in robotics, aren't their P/E and P/S ratios relatively low? Do they have a moat?We don't claim our products are exactly the same, but there is some overlap in our business, and we understand them. This type of product has low substitutability; what accumulates is data assets. Listen if you understand, otherwise forget it. I generally hope most people think for themselves. If you don't want to think and just want to ask questions, then don't think, and don't buy." datetime: "2026-08-08T02:06:14.000Z" locales: - [en](https://longbridge.com/en/topics/43287800.md) - [zh-CN](https://longbridge.com/zh-CN/topics/43287800.md) - [zh-HK](https://longbridge.com/zh-HK/topics/43287800.md) author: "[奇迹的交易员cola](https://longbridge.com/en/profiles/10743314.md)" --- # The big boss is charging up, and the little brothe… ### Related Stocks - [PATH.US](https://longbridge.com/en/quote/PATH.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) ## Comments (17) - **锦绣盈怀 · 2026-08-08T14:51:54.000Z**: I can't hold at 15 anymore; I never seem to get a doubling. - **新用戶_dVTLAA · 2026-08-08T13:44:10.000Z**: Thanks, Brother Cola, for the analysis - **无限幻想 · 2026-08-08T13:36:53.000Z**: Those who please everyone are mediocrities. - **水击三千里 · 2026-08-08T09:43:14.000Z**: Knowing he cannot save others, yet still persisting in his outcry, Mr. Le. - **齊天弼馬溫 · 2026-08-08T05:17:52.000Z · 👍 1**: 😂 Copying others' work without doing your own homework easily leads to this kind of mindset. - **Tsinghe · 2026-08-08T04:24:15.000Z**: Thanks co-shao, I opened a position at 9.5 and have been holding it ever since. Just wish I had bought more 🤓🤓🤓 - **今夜很黑 · 2026-08-08T04:00:18.000Z**: Even complaining about being fed - **一发入魂 · 2026-08-08T03:30:06.000Z**: It's all my fault, I'm sorry everyone. The fact that it didn't go up in the next second is my doing. Please don't scold me, don't scold me, I'll get depressed 🤪 - **股魔大霍** (2026-08-08T03:33:11.000Z): To be blunt, those brokerages are still deceiving people. Have they been infighting? 🤔🤪Might as well just play the villain then 🤡🤡 - **股魔大霍 · 2026-08-08T03:27:41.000Z · 👍 1**: Coke, let me teach you a sentence: You can't make everyone happy, so just make sure no one is satisfied 🗿🗿It might be a bit harsh, but never let yourself be drained by pleasing only a few people. - **超卖就买超买就卖** (2026-08-08T03:59:16.000Z): What kind of bird language is this? It's all two extremes. - **股魔大霍** (2026-08-08T05:24:43.000Z): You might have misunderstood. Being dissatisfied doesn't mean you need to make others angry or disliked, nor does ignoring them out of disdain. Just like most people are dissatisfied with their own jo - **幸运币 · 2026-08-08T02:20:00.000Z · 👍 2**: 🤡Stop scolding, stop scolding - **奇迹的交易员cola** (2026-08-08T02:26:46.000Z): I'm not talking about you, it's another bro who keeps asking me if I should sell every time the price drops 😅 If he wants to sell, let him; if not, fine 🌚 He asks every time, then never sells. I'm a - **海苔贝贝** (2026-08-08T07:14:44.000Z): Hahahaha, this is hilarious. I'm really afraid he'll make money. - **周树人的交易员 · 2026-08-08T02:17:48.000Z · 👍 4**: Every time Cola mentions a company, he first analyzes it in his own way, then evaluates the overlap with the existing portfolio to make a judgment, and finally waits patiently while continuously observing🤔 - **奇迹的交易员cola** (2026-08-08T02:24:42.000Z): If you ask me whether it will rise tomorrow, I really don't have much to say about it 😅 If the company is losing money, or the sector is poor, or if the market is expected to shrink continuously, I w