1. UiPath's stock has dropped ~20% since January, presenting a buying opportunity for long-term investors despite macroeconomic concerns and disappointing Q4 results. 2. UiPath focuses on agentic automation, boasts a large ARR base, and has high gross margins, making it a strong AI investment. 3. The stock is one of few software companies to trade at just ~2x revenue and ~10x FCF, and the company retains a massive ~$1.9 billion net cash pile.