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@sigmazerocap Avatar @sigmazerocap Sigma Zero Capital

Sigma Zero Capital posts on X about $meli, fud, brazil, stocks the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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Social Influence

Social category influence finance stocks countries cryptocurrencies technology brands

Social topic influence $meli #42, fud #56, brazil #1694, stocks, inflation #986, ai, $zeta, investment, alpha, bullish #1516

Top accounts mentioned or mentioned by @contrariancurse @scurvecap @bucketshopcap @taobanker @atelicinvest @dkhos @leveragedbunny @4drant @arkalos77 @dalibali2 @plantmath1 @gohardcapital @optionsly @alexeimartov @investornick @masayoshisson @venusinox1 @upslopecapital @romstocks @hiteshkar

Top assets mentioned MercadoLibre Inc (MELI) ZetaChain (ZETA) Sea Limited (SE) Marvell Technology Inc (MRVL) Salesforce Inc (CRM) Braze, Inc. Class A Common Stock (BRZE) Twilio, Inc. (TWLO) Adobe, Inc. (ADBE) HUBSPOT, INC. (HUBS) Micron Technology, Inc. (MU) Netflix Inc (NFLX) DLocal Limited Class A Common Shares (DLO)

Top Social Posts

Top posts by engagements in the last XX hours

"I don't understand all the competitive FUD around $MELI and $SE. These companies still operate in large and underpenetrated markets. Brazil eCommerce penetration is only 15%. SEA is 20%. There's a lot room for both and they should be investing here. Just look at the US -- where even in a more mature and slower-growing market the rise of Shein/Temu (pre-tariffs) & WMT eCom did not impact AMZN in a material negative way. AMZN retail growth remained durable (decel from law of larger numbers) and their margins still expanded - both ahead of initial expectations"
X Link 2025-11-30T01:07Z 3981 followers, 14.4K engagements

"I'm back in $MRVL. 2026-2028 will be great for optical / CPO / networking the Celestial acquisition is timely and I expect 2027 growth acceleration. I don't care much for the custom ASIC FUD and non-stop debate -- I think truth will be in the middle and their custom ASIC business will be fine with free call option if it outperforms given valuation today. But I rather own them for their networking + XPU attach business which I think investors under-appreciate. Also the only semi stock with DC exposure trading at 25x earnings"
X Link 2025-12-12T18:16Z 3981 followers, 4801 engagements

"We can all argue about AI spend consumer spend trade policies but nothing matters for stocks beyond the direction of inflation over the next X months. Core PCE has accelerated each of last X months (including Dec data so far). Im still fully in equities but its hard to foresee a lot of momentum stocks ripping if inflation continues to worsen"
X Link 2025-12-12T22:04Z 3981 followers, 2418 engagements

"I've re-entered $ZETA. The stock is in a weird spot where adtech and SaaS investors alike don't understand it because its the only platform that uniquely extends across both use cases (DSP/CDP and marketing cloud). As a result despite a XX% organic rev growth profile at 12x EBITDA it trades far below both slower-growing adtech and SaaS peers. TTD is at 18x while XX% growth SaaS are 5-10x revenue (vs. 2.5x for $ZETA). There's simply no other SaaS company growing north of XX% trading at 2.5x (if you find me one please let me know). Yet everything I read from customer POVs continues to indicate"
X Link 2025-10-16T17:32Z 3961 followers, 10.2K engagements

"The reality is most of SaaS is ex-growth and will trend towards trading at terminal multiples even if margins increase. If margins dont increase expect only further downside. Only accelerations will drive a re-rating from here"
X Link 2025-11-26T04:18Z 3961 followers, 4952 engagements

"I think best-in-breed martech will be one of the better places to be in SaaS - especially those without seat count overhangs. Avoid $CRM $ADBE that are consistently losing share and own stocks like $BRZE $TWLO and $ZETA instead. Undecided on $HUBS - not a fan of CEO"
X Link 2025-12-09T22:56Z 3961 followers, 4322 engagements

"I think a repeatable winning investment strategy is simply betting on the early enablers of secular themes before they hit the apex of the adoption or growth curve. This is probably my favorite source of idea / alpha generation as it avoids complex reasoning and analysis-paralysis that often leads to subpar returns. Keeping ideas and investment theses simple is maybe one of the most under-rated under-followed and under-appreciated practices in the hedge fund industry despite the fact that virtually every investing GOAT follows it. Food for thought. Happy Thanksgiving"
X Link 2025-11-28T00:45Z 3980 followers, 7565 engagements

"Contra-pod ideas are the best ideas when you're not stuck with tunnel vision and have the freedom to think longer-term (where the alpha is)"
X Link 2025-11-29T20:13Z 3981 followers, 10.1K engagements

"At this rate it seems like XX% of single PM funds that come from pedigree (i.e Tiger Cub Citadel/P72/BAM spin-out) fail over any reasonable time period. Why is that I have my theories"
X Link 2025-12-10T03:47Z 3982 followers, 82.7K engagements

"Real question is when does $NFLX become a long again or have they showed their hand and this should ultimately trade at a shitco media multiple"
X Link 2025-12-10T21:25Z 3981 followers, 7180 engagements

"Mexico adding XX% tariffs on China and other Asian nations -- bullish for $MELI bearish for $DLO and China eCommerce. Brazil could follow suit as well as its being contemplated"
X Link 2025-12-11T18:00Z 3981 followers, 1708 engagements

"I learned this deeply in 2022 when inflation ticked up and nothing else mattered. If inflation show signs of moderating back towards X points then its limit up. But impossible to know"
X Link 2025-12-12T22:06Z 3983 followers, XXX engagements