@wealthmatica Avatar @wealthmatica Wealthmatica

Wealthmatica posts on X about $zeta, ai, meta, $amzn the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence stocks #2462 cryptocurrencies #2798 technology brands 23.58% finance 22.17% countries 1.65% social networks 1.65% financial services 0.94% currencies 0.71% automotive brands 0.47% celebrities 0.47%

Social topic influence $zeta #12, ai 12.26%, meta 8.02%, $amzn #56, $meta #154, ceo #2202, zeta global #12, $path #28, stocks #1425, $pgy #36

Top accounts mentioned or mentioned by @lajit6384 @qualityinvest5 @topsecretstocks @endicottinvests @moneyloanruns @theronnievshow @trevhesinvests @alex70848763197 @grok @widemoatczar @meetblossomapp @financejack44 @gubloinvestor @wheelieinvestor @investorcity4u @bde2021 @arbitool @dragonmaxgoku @kajiastic @lazaroinvestor

Top assets mentioned ZetaChain (ZETA) Amazon.com, Inc. (AMZN) Metadium (META) Zeta Global Holdings Corp. (ZETA) UiPath, Inc. (PATH) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Nebius Group N.V. Class A Ordinary Shares (NBIS) Alphabet Inc Class A (GOOGL) RAI Finance (SOFI) AppLovin Corporation (APP) Duolingo, Inc. (DUOL) fuboTV Inc. (FUBO) Palomar Holdings, Inc. Common stock (PLMR) Hims & Hers Health, Inc. (HIMS) Adobe, Inc. (ADBE) Palantir Technologies Inc. (PLTR) Salesforce Inc (CRM) The Root Network (ROOT) Fair Isaac, Corp. (FICO) Trade Desk, Inc. (TTD) Root, Inc. (ROOT) Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER) Netflix Inc (NFLX) Now Coin (NOW) Meta Platforms, Inc. (META) Advanced Micro Devices (AMD) Brookfield Corporation (BN) S&P Global Inc (SPGI) Snap, Inc. (SNAP) Spotify Technology (SPOT) Robinhood Markets, Inc. (HOOD) Shopify Inc (SHOP) Grab Holdings Limited Class A Ordinary Shares (GRAB) Toast, Inc. (TOST) Mastercard, Inc. (MA) Reddit, Inc. (RDDT)

Top Social Posts

Top posts by engagements in the last [--] hours

"We give access to one of the largest proprietary data-clouds in the world really only second to Meta Google and Amazon. Chris Greiner $ZETA CFO"
X Link 2026-02-10T11:07Z 13.9K followers, 28.5K engagements

"My $ZETA thesis in one image. Fast forward 3-5 years how are you not bullish $ZETA"
X Link 2026-02-10T13:00Z 13.9K followers, 23K engagements

"Here's the UiPath thesis in just TWO images. Long Agnostic Agentic Automation. $PATH"
X Link 2026-02-11T13:36Z 13.9K followers, [----] engagements

"5) $ADSK - Autodesk: -32.8% - P/FCF: 23.5x - Revenue: +18.3% YoY"
X Link 2026-02-14T13:10Z 13.9K followers, 12K engagements

"I think $ZETA can eat $TTD's lunch. Heres why To put it simply $TTD has built a business model based on network effects and network liquidity. Essentially people have to be to utilizing the network for it to retains its value. When $TTD loses clients it dramatically impacts the quality of their data. Because they dont OWN any data its open-source. This is the conundrum for $TTD. First-party proprietary (Owned) databases are starting to become preferential as they have the ability to produces higher yielding identity profiles for marketers to utilize. Ultimately a higher return on ad spend"
X Link 2026-02-15T14:52Z 13.9K followers, [----] engagements

"I wanted to know some more names that added to $ZETA significantly in Q2. Here were the largest significant adds. [--]. Marshall Wace LLP +1047.5% 🟢 [--]. Canada Pension Plan (CPP) +441% 👀 [--]. UBS Group +317.1%🟢 [--]. Susquehanna Intl Group +266.6% 🟢 [--]. Greenvale Capital +178% 🟢 [--]. Granite Investment +167.4% 🟢 [--]. Wells Fargo & Company +166.9% 🟢 The fact the Canadian pension plan invested in $ZETA I find is interesting. https://twitter.com/i/web/status/1962884291165086100 https://twitter.com/i/web/status/1962884291165086100"
X Link 2025-09-02T14:24Z 13.8K followers, [----] engagements

"Palomar Holdings $PLMR Stock Analysis 📝 My 30-page deep-dive is live. Palomar has built predictability in catastrophe insurance a $3.5B reinsurance fortress dual profit engine & 50%+ EPS growth. A compounding machine hiding in plain sight. 🔗: https://jmp.sh/uJPsqpqE https://jmp.sh/uJPsqpqE"
X Link 2025-10-24T20:00Z 13.9K followers, 53.6K engagements

"High growth stocks I hold: [--]. $DUOL - Duolingo [--]. $ZETA - Zeta Global [--]. $PLMR - Palomar [--]. $HIMS - Hims & Hers [--]. $SOFI - SoFi Technologies High growth stocks I would buy: [--]. $ROOT - Root Inc [--]. $DAVE - Dave Inc [--]. $GRAB - Grab [--]. $PATH - UiPath [--]. $S - SentinelOne"
X Link 2025-10-26T02:46Z 13.9K followers, 50.2K engagements

"The $ZETA opportunity is getting kind of silly. - FWD P/E: 19x - P/S Ratio: 3.4x - Revenue: +35% CAGR - Forrester leader in AI marketing innovation $ZETA is the break-away disruptive MarTech candidate that the market is overlooking"
X Link 2025-10-31T13:26Z 13.9K followers, 20.9K engagements

"$FUBO reports Q3 earnings $368.6 million 4% BEAT 🟢 -$0.06 EPS 33% BEAT 🟢 Big news for the company"
X Link 2025-11-03T12:06Z 13.9K followers, 25.3K engagements

"OpenAI + Zeta Global Partnership. Looking forward to hear more about this OpenAI + $ZETA partnership in the coming days. We know for a fact CNBC and other networks will want the inside scoop with David. Stay tuned for more information. 😎 OPENAI + $ZETA PARTNERSHIP On Athena: We are Partnering with OpenAI as it relates to the Voice interface and were excited about that David Steinberg $ZETA CEO Source: Q3 $ZETA call OPENAI + $ZETA PARTNERSHIP On Athena: We are Partnering with OpenAI as it relates to the Voice interface and were excited about that David Steinberg $ZETA CEO Source: Q3 $ZETA call"
X Link 2025-11-04T23:55Z 13.9K followers, 13.4K engagements

"Here are FOUR stocks I'm buying at great valuations. [--]. $ZETA Zeta Global - Growth 26% - FWD P/E 19x [--]. $ROOT Root Inc. - Growth 27% - FWD P/E 30x [--]. $PLMR Palomar - Growth 65% - FWD P/E 15x [--]. $META Meta Platforms - Growth 26% - FWD P/E 20x"
X Link 2025-11-07T19:28Z 13.8K followers, 21.6K engagements

"Shift4 has my attention its cheap a small cap and a compounding machine. $FOUR"
X Link 2025-12-05T11:23Z 13.5K followers, [----] engagements

"These [--] CAPEX-light AI / SaaS stocks are mispriced right now a) High margins. b) Low reinvestment. c) Explosive operating leverage. [--]. $ZETA - Zeta Global - FWD P/E 19.02x - [----] Revenue Guide 34% YoY"
X Link 2025-12-12T22:55Z 13.8K followers, 30.5K engagements

"4. $ROOT - Root Inc. - TTM P/E 22.89x - New Partnership UW +44% YoY"
X Link 2025-12-12T22:55Z 13.5K followers, [----] engagements

"$PATH is a $25 stock. These were my original $PATH projections - No dilution. - No buybacks. - ARR growth of 17.525% YoY. - A modest 6.0-6.5x Price/ARR. Base case = $23.50 Bull case = $27.08 WHEN $PATH re-accelerates $25 is ridiculously reasonable"
X Link 2026-01-04T13:42Z 13.8K followers, 17.6K engagements

"$PATH is my latest BUY. I dive into all these projections and full $PATH deep-dive on my substack. Read if youd like always free. https://open.substack.com/pub/wealthmatica/p/uipath-inc-stock-report-and-analysisselection=b37d43b0-1196-4e85-b9f8-9e366de3541c&r=4q0fj0&utm_medium=ios https://open.substack.com/pub/wealthmatica/p/uipath-inc-stock-report-and-analysisselection=b37d43b0-1196-4e85-b9f8-9e366de3541c&r=4q0fj0&utm_medium=ios"
X Link 2026-01-04T13:42Z 13.7K followers, [----] engagements

"I buy technological leaders. Here are FOUR technological leaders in rapidly growing industries to watch for [----]. [--]. $ZETA - Zeta Global: Marketing Technology - Industry Growth: 19.9% CAGR - Zeta Global Growth: 25.7% YoY Grand View Research expects the MarTech industry to grow to $1.38 trillion by [----] (that's a 19.9% CAGR). Some of the core drivers they mention are AI/ML-powered personalization as the industry moves towards UNIFIED MarTech stacks that centralize data and workflows. Sounds familiar $ZETA positions itself as the AI-powered marketing cloud lead innovator. It already leverages"
X Link 2026-01-10T13:51Z 13.5K followers, 46.5K engagements

"Yes $ZETA has rallied +20% in the last [--] trading days. This is correct. Question is. Is $ZETA still cheap - Peers P/S ratio = 6.0x - $ZETA P/S ratio = 4.9x You tell me"
X Link 2026-01-10T23:00Z 13.5K followers, 26.3K engagements

"@Fry142142 Two spots: - - https://youtu.be/l3bhzlkSsoQsi=C5TdXq7Aq5HpIdMu https://open.substack.com/pub/wealthmatica/p/zeta-global-stock-report-and-analysisr=4q0fj0&utm_medium=ios&shareImageVariant=overlay https://youtu.be/l3bhzlkSsoQsi=C5TdXq7Aq5HpIdMu https://open.substack.com/pub/wealthmatica/p/zeta-global-stock-report-and-analysisr=4q0fj0&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-11T10:40Z 13.5K followers, [---] engagements

"Most people dont UNDERSTAND how technologically advanced $ZETA really is. And honestly Its kind of ridiculous how far ahead they are. To put it simply $ZETA isnt doing one thing well its doing three: - Retain existing customers - Grow existing customers - Acquire new customers Most competitors can only deliver ONE of these. Thats the difference. But why It's because of $ZETA's proprietary first-party data combined with a fully unified ecosystem $ZETA is uniquely positioned to execute all three use cases at once. I don't think you get it nobody else in MarTech can do this. Dont take it from"
X Link 2026-01-14T00:25Z 13.5K followers, 30.4K engagements

"At the moment there is no public list of companies that $ZETA serves but we can read between the lines: - TKO Group - Bloomberg - T-Mobile - Verizon - GM - BMW - United Airlines - SouthWest - MLB - Westham United - Hilton - Delta Airlines Specially tech/SaaS. - Snowflake - Yahoo Im not sure who would be the next customer. but hopefully this gives you context. https://twitter.com/i/web/status/2011250693026287843 https://twitter.com/i/web/status/2011250693026287843"
X Link 2026-01-14T01:35Z 13.8K followers, [---] engagements

"HUGE news. My $ZETA Global article just got featured on Yahoo Finance. In the words of David Steinberg LFG 🔥"
X Link 2026-01-14T22:15Z 13.5K followers, 48.2K engagements

"If you think $ZETA = ads youre already off track. [--]. Zeta Global isnt a tool. [--]. Its an integrated growth engine. Heres a clean breakdown of how the system actually works step by step. 🧵 1) $ZETA starts upstream: it gives brands/clients access to owned permissioned first-party data. In fact one of the largest 1P data-lakes in the world. Next to $META (walled garden) $GOOGL (walled-garden) and $AMZN we are the ONLY marketing cloud that has its own proprietary data-set. Chris Greiner $ZETA CFO Let's break this down. There are FIVE core owned channels of which $ZETA collects 1P data. below I"
X Link 2026-01-17T01:34Z 13.5K followers, 108.8K engagements

"@investingbyGenZ I mention some in that post but here are some more: - $SOFI - $KLAR - $V - Avant - LendingClub - US Bank - Prosper - Top [--] undisclosed auto lenders"
X Link 2026-01-20T11:12Z 13.5K followers, [---] engagements

"These are TWO small-cap stocks I am VERY tempted to add right now. [--]. $MDA: Geo-Intel + Space Technologies Revenue: +45% YoY Backlog Demand: $4.4 billion [--]. $PGY: AI-driven Loan Highway Revenue: +36% YoY Lending Partners: [--] with [--] more pending. You'll hear more about these"
X Link 2026-01-21T13:09Z 13.8K followers, 18.9K engagements

"$FUBO has been flat for FIVE quarters. This is either the biggest accumulation phase in the company's history or the biggest indicator to get the heck out. You tell me. $FUBO"
X Link 2026-01-23T15:41Z 13.5K followers, [----] engagements

"Daily $ZETA fact: Marketing tech is a $650B market growing at 20% CAGR. Zeta Global leads innovation per Forrester and is the only scaled platform outside the walled gardens with a true first-party intent database. As a result $ZETA sells outcomes. $ZETA"
X Link 2026-01-23T19:52Z 13.5K followers, 12.6K engagements

"ATHENA fixes a huge problem in marketing. The cost to experiment. Athenas Simulator mode lets a client test strategies before a dollar is deployed. - Lower risk. - Faster iteration. - Far superior ROAS. Thats a data MOAT driven edge. $ZETA"
X Link 2026-01-25T12:00Z 13.5K followers, [----] engagements

"@meetblossomapp I have to start research $SEZL. I know @KyleAdamsStocks is a massive fan. Numbers looks great"
X Link 2026-01-25T17:50Z 13.4K followers, [----] engagements

"I hope you're paying attention. $META earnings are the tell. - Avg Price per Ad: +6% YoY - Ad Revenue Growth: +24% YoY - Revenue Guide Q1/26: +30% YoY Meta has always been the bellwether indicator for $ZETA earnings. We're in for a Q4 blow out"
X Link 2026-01-29T12:21Z 13.4K followers, 19K engagements

"@meetblossomapp $PATH is ridiculously cheap right now"
X Link 2026-01-29T20:43Z 13.4K followers, [----] engagements

"$META has been the only green-light for me today in my portfolio. I did make some BUYS - $PATH +7% - $MSFT (wife's account) Reminder you can track all of my moves live and up to date on Blossom. Here 👉 https://getblossom.onelink.me/SOfu/wealthmatica https://getblossom.onelink.me/SOfu/wealthmatica"
X Link 2026-01-29T21:01Z 13.5K followers, [----] engagements

"@JohnTinsman @meetblossomapp $TOST is on my watch list too John. What matters for $PATH is the re-acceleration of ARR. Maestro will be that catalyst"
X Link 2026-01-29T21:08Z 13.4K followers, [---] engagements

"Goldman Sachs reiterates their $ZETA Price Target of $26/share. That's a 33.5% upside from here. Too low. $46/share is a fair projection"
X Link 2026-01-30T13:42Z 13.5K followers, 18.1K engagements

"If $ZETA hits the 50weekEMA Ill be adding heavily. 50weekEMA = $18.45 Eyes on earnings remember $META is a massive bellwether for MarTech/AdTech"
X Link 2026-01-30T16:13Z 13.4K followers, 12.5K engagements

"Go on SELL me your Nebius shares. Added $NBIS +13% Management is guiding for 7X ARR growth this year alone How is $NIBS not a buy"
X Link 2026-01-31T00:10Z 13.8K followers, [----] engagements

"3. $SE Sea Limited: -68.74% - P/FCF: 46.1x - FWD P/E: 25.4x - Revenue: 38.30% YoY"
X Link 2026-01-31T13:28Z 13.8K followers, 13.3K engagements

"4. $META Meta Platforms: -10.02% - P/S: 8.9x - FWD P/E: [----] - Revenue: 23.8% YoY"
X Link 2026-01-31T13:28Z 13.4K followers, 10.9K engagements

"5. $MSFT Microsoft Corp: -22.53% - P/S: 10.4x - FWD P/E: 24.5x - Revenue: 16.72%"
X Link 2026-01-31T13:28Z 13.7K followers, 10.6K engagements

"6. $MA Mastercard: -10.47% - P/FCF: 29.6x - FWD P/E: 27.6x - Revenue: 16.42% YoY"
X Link 2026-01-31T13:28Z 13.7K followers, 10.7K engagements

"7. $INTU Intuit Inc: -38.69% - P/FCF: 21.8x - FWD P/E: 20.4x - Revenue: 17.14% YoY"
X Link 2026-01-31T13:28Z 13.5K followers, 11.5K engagements

"8. $CSU Constellation Software: -52.59% - P/FCF: 14.8x - FWD P/E: 22.6x - Revenue: 15.11% YoY"
X Link 2026-01-31T13:28Z 13.6K followers, 10.7K engagements

"9. $ADSK AutoDesk: -26.57% - P/FCF: 23.7x - FWD P/E: 21.8x - Revenue: 15.86% YoY"
X Link 2026-01-31T13:28Z 13.6K followers, 10.9K engagements

"If a company told you it could turn EVERY dollar you spend on ads into $7 of revenue Would you believe it Thats the $ZETA promise"
X Link 2026-01-31T14:45Z 13.5K followers, 23.3K engagements

"Pagaya is the hidden juggernaut of FinTech Were talking about $21 billion dollars of loans which is almost [--] million customers. Gal Krubiner $PGY CEO"
X Link 2026-01-31T20:53Z 13.6K followers, 13.1K engagements

"Mastercard is looking attractive. VAS is growing at a 26% CAGR and sit sin a $500 billion TAM with minimal exposure. - FWD P/E of 27x That's valuation range hasn't been seen since [----] era. Looks like a massive runway to me $MA Mastercard is quietly becoming a payments OS. Value-Added Services (cybersecurity data fraud) grew +26% this quarter. That's a $500B TAM with 6.5% penetration. $MA https://t.co/VLwNWvPBuh Mastercard is quietly becoming a payments OS. Value-Added Services (cybersecurity data fraud) grew +26% this quarter. That's a $500B TAM with 6.5% penetration. $MA"
X Link 2026-01-31T21:00Z 13.5K followers, 12.7K engagements

"In my opinion contrarian of course $DUOL is a buy for the long term. 🤷♂"
X Link 2026-01-31T22:08Z 13.5K followers, [----] engagements

"Agentic AI and AI Platforms are the [----] battleground. Winners will have [--] traits: 1P data Tollbooth revenue Agentic Application These FOUR stocks are great opportunities. 1) $ZETA - Zeta Global Deal: $18.58/share - AI marketing platform + 1P database. - Agentic Application. https://twitter.com/i/web/status/2017941940663197800 https://twitter.com/i/web/status/2017941940663197800"
X Link 2026-02-01T12:43Z 13.8K followers, 17.5K engagements

"2) $PGY Pagaya Technologies Deal: $19.39/share - AI loan approval highway + 1P database. - Tollbooth revenue engine"
X Link 2026-02-01T12:43Z 13.8K followers, [----] engagements

"3) $PATH UiPath Inc. Deal: $12.59/share - AI orchestration platform. - 1P data training"
X Link 2026-02-01T12:43Z 13.8K followers, [----] engagements

"4) $NBIS Nebius Group Deal: $85.19/share - AI Platform + 1P database. - Tollbooth revenue"
X Link 2026-02-01T12:43Z 13.8K followers, [----] engagements

"Trump appointed Kevin Warsh is bullish on Cryptocurrency AI and America Crypto somehow means secret and currency suggests its money its SOFTWARE the coolest neatest software Fed Chair Nominee Kevin Warsh $ETH $BTC $BMNR $MSTR"
X Link 2026-02-01T13:33Z 13.6K followers, 26.9K engagements

"$DUOL is now trading at it's cheapest P/FCF ratio. EVER. Duolingo is now under it's IPO close price at $134/share. Now sitting at a P/FCF ratio of 18.6x. That's the cheapest P/FCF valuation in the companies history. Are you buying $DUOL https://t.co/i7DOm07HCL Duolingo is now under it's IPO close price at $134/share. Now sitting at a P/FCF ratio of 18.6x. That's the cheapest P/FCF valuation in the companies history. Are you buying $DUOL https://t.co/i7DOm07HCL"
X Link 2026-02-01T15:00Z 13.4K followers, 11.5K engagements

"Daily $ZETA Fact: Roughly 45% of the Marketing Technology TAM in [----] was OFFLINE marketing. This is Omnichannel marketing shines. $ZETA offers a true OWNED omnichannel channel marketing solution by deploying ads outside of the digital realm. This is a competitive edge"
X Link 2026-02-01T20:01Z 13.8K followers, [----] engagements

"I may be responsible for 95% of said X mentions 😅 $ZETA I like when I see a tech company growing topline while cutting job postings. $ZETA is pulling 35%+ growth with 22% fewer open roles while web traffic X mentions and investor chatter explode higher. https://t.co/tedoaofWCf I like when I see a tech company growing topline while cutting job postings. $ZETA is pulling 35%+ growth with 22% fewer open roles while web traffic X mentions and investor chatter explode higher. https://t.co/tedoaofWCf"
X Link 2026-02-01T20:11Z 13.5K followers, 10.2K engagements

"How are you not bullish We are now seeing a major AI acceleration. I expect [----] to be a year where this wave accelerates even further Guiding +30% YoY growth. Mark Zuckerberg $META CEO"
X Link 2026-02-01T20:15Z 13.5K followers, [----] engagements

"@HolySmokas $zetA Global"
X Link 2026-02-01T21:47Z 13.5K followers, [----] engagements

"This quote made me think of $PATH immediately. "I just think the fact that agents are really starting to work now is quite profound. .there's a BIG delta between the people who do it and do it WELL and the people who don't." Mark Zuckerberg $META CEO"
X Link 2026-02-02T12:37Z 13.6K followers, 11.3K engagements

"@thatsmyquant_ When $PATH re-accelerates there will be a massive re-rating. People forget it was added to the S&P400 MidCap"
X Link 2026-02-02T12:53Z 13.4K followers, [---] engagements

"$META has a 73% monopoly of the Smart Glasses TAM. In [----] AI glasses sales grew by over 250%. This industry is growing at a 27.3% CAGR. $META"
X Link 2026-02-02T13:05Z 13.5K followers, 29.6K engagements

"BREAKING: Vanguard buys more $ZETA shares. Latest 13F documents released on Jan 29th indicate Vanguard added over [--] million shares. - Added: +1.32 million shares - Increased Position: +6.1% - Ownership: 10.15% Small for Vanguard but more institutional ownership is BULLSIH"
X Link 2026-02-02T14:42Z 13.6K followers, 35.3K engagements

"$ZETA trades at 16.64x P/EBITDA [--] of [---] tech companies grew 20%+ CAGR for four years the other [--] trade at +50x P/EBITDA. David Steinberg $ZETA CEO"
X Link 2026-02-02T20:09Z 13.6K followers, 89.7K engagements

"@BullTradeFinder Its ridiculously cheap if it continues to grow at a 20% CAGR through [----] and beyond $ZETA"
X Link 2026-02-02T20:30Z 13.5K followers, [----] engagements

"@CarilonCapital $ZETA worth $15-20/share"
X Link 2026-02-03T01:10Z 13.5K followers, [----] engagements

"I see you [--]. $ZETA = 44% [--]. $PGY = 63% Not $PLTR level but still impressive Palantir $PLTR just reported a Rule of [--] score of 127% https://t.co/XcM0IStPvM Palantir $PLTR just reported a Rule of [--] score of 127% https://t.co/XcM0IStPvM"
X Link 2026-02-03T01:20Z 13.6K followers, 17.4K engagements

"@JM_Investment0 Ive never heard of $PTC either What the heck is it"
X Link 2026-02-03T01:24Z 13.4K followers, [---] engagements

"@Ashton_1nvests Just wait until Q4 $ZETA print"
X Link 2026-02-03T01:24Z 13.5K followers, [---] engagements

"$FUBO reports Q1 [----] earnings $1.549B in revenue (+40% YoY) 🟢 Subscribers: +322% YoY Hulu Tv Merger was a success so far. Big news for the company"
X Link 2026-02-03T12:08Z 13.8K followers, [----] engagements

"$ZETA is hiring a new role "Director of Product Management GenAI & Applied Research" It seems the company is doubling down on it's research and development specifically Go-to-Market of products. Perhaps Athena is the first Agentic AI evolution. 👀 $ZETA"
X Link 2026-02-03T12:51Z 13.6K followers, [----] engagements

"$FUBO = FUBAR TV (everythings broken)"
X Link 2026-02-03T13:13Z 13.8K followers, [----] engagements

"Daily $ZETA Fact: MarTech competitors are often Frankenstein-stacks after years of adding acquisitions into their ecosystem. $ZETA is a single unified ecosystem with a first-party database. Differentiator. Due to this advantage $ZETA can guide for +34% YoY [----] growth"
X Link 2026-02-03T14:26Z 13.6K followers, [----] engagements

"Here are two companies that are fundamentally exploding to the upside. Meanwhile the stock is selling off. [--]. $ZETA: Zeta Global -13% [--]. $PGY: Pagaya Technologies -14% This disconnect can not last forever"
X Link 2026-02-03T15:00Z 13.6K followers, 22.8K engagements

"$PLTR is the ultimate cash-machine. I know $ZETA is taking notes. Palantir has a new largest cash balance ever with zero long-term debt. Their cash pile now sits at $7.2 billion. $PLTR https://t.co/Cd8tWAARkj Palantir has a new largest cash balance ever with zero long-term debt. Their cash pile now sits at $7.2 billion. $PLTR https://t.co/Cd8tWAARkj"
X Link 2026-02-03T17:42Z 13.6K followers, [----] engagements

"@qualtrim $ZETA will hit these levels one day"
X Link 2026-02-03T17:43Z 13.6K followers, [----] engagements

"I am buying this dip. Added +7% $ZETA Fundamentally nothing has changed. Thank you for the buying opportunity $ZETA"
X Link 2026-02-03T19:47Z 13.6K followers, [----] engagements

"SaaS is getting murdered. So is $ZETA. And this is exactly why thesis work is a superpower as a retail investor. When you truly understand a company sell-offs like this dont create stress or panic. - You dont act irrationally. - You make logical decisions. - You can instantly tell if the thesis is broken or if price is just breaking. If youre a long-term investor you cant borrow conviction. I'm serious Ronnie talks about this too. You have to earn it though research and hard work. Don't gamble your money I can say this with certainty. Im buying this dip no hesitation. (not financial advice"
X Link 2026-02-03T19:57Z 13.6K followers, 29.7K engagements

"@qualtrim On my watch list. $FICO"
X Link 2026-02-03T21:11Z 13.5K followers, [---] engagements

"Lisa Su crushes $AMD earnings. - EPS +40% YoY (BEAT) - Revenue +34% YoY (BEAT) - Data Center +40% YoY (BEAT) Guide. - Revenue Mid: $9.8b (31.8% YoY) $AMD $AMD (Advanced Micro Devices) #earnings are out: https://t.co/YhIuW1lKCH $AMD (Advanced Micro Devices) #earnings are out: https://t.co/YhIuW1lKCH"
X Link 2026-02-03T21:25Z 13.6K followers, 28.7K engagements

"$ZETA may be down bad But the redemption arc will be massive. "In the last three years we've taken our average customer form ONE channel to about THREE channels." - David Steinberg $ZETA CEO"
X Link 2026-02-03T23:42Z 13.6K followers, 14.6K engagements

"Watch my full interview with $ZETA CEO on YouTube https://youtu.be/H5wLG1ha7zYsi=cAjkTxWngZFtBwcB https://youtu.be/H5wLG1ha7zYsi=cAjkTxWngZFtBwcB"
X Link 2026-02-03T23:50Z 13.5K followers, [----] engagements

"@FinanceJack44 I cant believe $SPGI dropped this much Tbh I like $FICO the most"
X Link 2026-02-04T01:33Z 13.5K followers, [---] engagements

"@DividendDynasty $FICO is a solid buy"
X Link 2026-02-04T01:36Z 13.5K followers, [---] engagements

"Google thesis - Cloud Margins at 23.7% - RPO at $155B (+46% QoQ) - Cloud re-accelerating (+34% YoY) - API usage skyrocketing (+143% in [--] months) $GOOGL $GOOG"
X Link 2026-02-04T01:43Z 13.6K followers, [----] engagements

"David N. Farr Director of $IBM just bought $304k worth of shares"
X Link 2026-02-04T11:23Z 13.7K followers, [----] engagements

"Pagaya is silly cheap. If you remove the $215M net cash drain from mandatory loan retention you get a more realistic FCF picture. Q3 was the FIRST profitable quarter on True FCF basis. True P/FCF = 14.5x No posiiton. yet. $PGY"
X Link 2026-02-04T11:39Z 13.8K followers, [----] engagements

"Institutions have not stopped buying $ZETA. - $11.50/share = buying. - $15.60/share = buying. - $21.50/share = buying. - $24.40/share = buying. Smart money hasn't stopped buying this company. WHY"
X Link 2026-02-04T12:15Z 13.7K followers, 16.5K engagements

"BREAKING: Bank of America buys more $ZETA shares. Latest 13F documents released on Feb 3rd indicate that $BAC just 2X their position - Added: +1 million shares - Increased Position: +123% - Ownership: 0.76% Again another small add however more institutional confidence"
X Link 2026-02-04T12:38Z 13.8K followers, 67.2K engagements

"Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT"
X Link 2026-02-04T13:11Z 13.7K followers, [----] engagements

"Uber may have missed EPS but Free Cash Flow is launching to the moon. Q4 FCF hit $2.76B. - FCF +31% QoQ (+$660M) - FCF +67% YoY (+$1.1B) $UBER $UBER (Uber Technologies) #earnings are out: https://t.co/0PHLAZczW7 $UBER (Uber Technologies) #earnings are out: https://t.co/0PHLAZczW7"
X Link 2026-02-04T13:25Z 13.7K followers, 12K engagements

"CloudX news. To not waste your time let me answer the pressing question. Does this impact $ZETA No. The stock selling off on this news is quite funny and another testimony to the market NOT understanding the $ZETA thesis and how the company functions at it's core. Let me explain why this is non-issue for $ZETA: [--]. Different Lanes. - $ZETA is an enterprise marketing cloud. Their customers are a CMO at a massive brand like American eagle. The core MOAT and purpose is to FIND the customer who wants to buy the product. - CloudX on the hand is a Mobile Ad Stack. Their customer is a Mobile App Dev"
X Link 2026-02-04T14:26Z 13.6K followers, [----] engagements

"This is the stupidest sell-off I have ever seen in my life. $ZETA - 3% at open on this news"
X Link 2026-02-04T14:32Z 13.7K followers, [----] engagements

"@squawksquare Just buy $ZETA and forget about this madness"
X Link 2026-02-04T14:54Z 13.6K followers, [----] engagements

"Hey David. I hope you guys are using that $200 million stock-buyback program AGRESSIVELY right now. $ZETA"
X Link 2026-02-04T15:20Z 13.7K followers, 47K engagements

"I may need to buy some $AMD. Does the market not realize Lisa Su loves to sandbag $AMD"
X Link 2026-02-04T16:39Z 13.6K followers, 19.9K engagements

"1P Data ID-matching is the MOAT. "The enterprise doesn't know that much about their customer . we know far more than they do because of our DATA cloud." David Steinberg $ZETA CEO $ZETA has a MOAT. This is one of the most CRITICAL sequences in that core differentiation: 1P Identity Pairing. $ZETA 1P data + Client 1P data = deterministic outcomes. I explain how in this video 👇 https://t.co/huyTnqTnOk $ZETA has a MOAT. This is one of the most CRITICAL sequences in that core differentiation: 1P Identity Pairing. $ZETA 1P data + Client 1P data = deterministic outcomes. I explain how in this video"
X Link 2026-02-04T20:02Z 13.5K followers, 12.2K engagements

"There is way too much speculation in this thesis at the end of the day. As for my intention if the stock spiked to $10/share - I wouldve liquidated book value or 50% of my position. The rest of the shares I wouldve sat on until we have complete $DIS buyout. The problem is We have no clue wtf is happening - and Im not gambling anymore https://twitter.com/i/web/status/2019374073596219725 https://twitter.com/i/web/status/2019374073596219725"
X Link 2026-02-05T11:34Z 13.8K followers, [--] engagements

"The rhetoric out of companies like $GOOGL is quite exciting for myself as a $ZETA investor. Heres why One of $ZETA's best value propositions is that its agnostic essentially they dont care who or how to deploy the ad. They deploy the ad on the platform with the best likelihood of success and ROI for their Enterprise Client. Therefore When companies like $GOOGL $META or $AMZN suggest they are innovating heavily to bring AI into their native Advertising stack this peaks my interest Remember the better $META $GOOGL and $AMZN are at Advertising internally the better ROI $ZETA can offer. Take a"
X Link 2026-02-05T12:03Z 13.5K followers, [----] engagements

"I mean. Don't blame me I didn't say it $ZETA $PLTR"
X Link 2026-02-05T12:08Z 13.7K followers, 18K engagements

"Article here: https://seekingalpha.com/article/4865926-zeta-global-the-palantir-of-marketing-upgradesource=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com https://seekingalpha.com/article/4865926-zeta-global-the-palantir-of-marketing-upgradesource=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com"
X Link 2026-02-05T12:09Z 13.5K followers, [----] engagements

"The $ZETA opportunity is getting kind of wild. - FWD P/E: 18x - P/S Ratio: 3.4x - Revenue: +35% CAGR - Free Cash Flow: +70% CAGR - Forrester leader in AI marketing innovation $ZETA the AI MarTech beneficiary with the largest 1st-party intent database outside of the MAG7"
X Link 2026-02-05T12:54Z 13.6K followers, 44.3K engagements

"Small $ZETA nibble this morning. Added +3% Average is dropping slightly. I suspect a 18th BEAT and RAISE for $ZETA in a few weeks. I just sold 100% of $FUBO goodbye. -50% loss on a small allocation I have better use for capital. I'll be buying TWO stocks tomorrow. - $ZETA - Something (new). You can always follow my portfolio LIVE on the Blossom app here: https://t.co/yoIp2UoMjX https://t.co/Vf1R9ujSPU I just sold 100% of $FUBO goodbye. -50% loss on a small allocation I have better use for capital. I'll be buying TWO stocks tomorrow. - $ZETA - Something (new). You can always follow my"
X Link 2026-02-05T14:59Z 13.5K followers, [----] engagements

"This was written by $ZETA's Chief Technology Officer in a Forbes article. "Ill go as far as saying that data and AI "observability" and governance audit tools will be fully baked into AI tools as a standard. This is the moment agentic AI graduates from pilot to production." - Chris Monberg $ZETA CTO $ZETA $PATH companies like this are at the nucleolus of the Agentic age. Good luck better against them. https://twitter.com/i/web/status/2019467658408657312 https://twitter.com/i/web/status/2019467658408657312"
X Link 2026-02-05T17:46Z 13.8K followers, [----] engagements

"$NVDA's valuation can't go unnoticed. - FWD PE: 22.3x - TTM FCF: 36% CAGR - TTM Revenue: 65% CAGR - Cash Balance: $60.6 billion If the price keeps slipping I may need to consider a position again. Cheapest MAG7 multiple on a FWD basis"
X Link 2026-02-05T18:58Z 13.7K followers, [----] engagements

"Amazon AWS just delivered HUGE numbers. - AWS Growth +24% YoY (BEAT) - CapEx Guide = $200b $AMZN"
X Link 2026-02-05T21:08Z 13.6K followers, [----] engagements

"Amazon Advertising just printed. - Ad Revenue +23% YoY This is a HUGE bellwether for Ad/MarTech. I'm looking at you $ZETA. $AMZN"
X Link 2026-02-05T21:16Z 13.8K followers, 16.3K engagements

"Are you seeing what I'm seeing - $RDDT Ad revenues 75% YoY (BEAT) - $AMZN Ad revenues 23% YoY (BEAT) - $META Ad revenues 24% YoY (BEAT) Sub theme developing. Ad/MarTech take notice $ZETA Amazon Advertising just printed. - Ad Revenue +23% YoY This is a HUGE bellwether for Ad/MarTech. I'm looking at you $ZETA. $AMZN https://t.co/Y7z0Uk6GCl Amazon Advertising just printed. - Ad Revenue +23% YoY This is a HUGE bellwether for Ad/MarTech. I'm looking at you $ZETA. $AMZN https://t.co/Y7z0Uk6GCl"
X Link 2026-02-05T21:17Z 13.6K followers, 11.6K engagements

"@EndicottInvests Whats the latest valuation of Clickhouse"
X Link 2026-02-05T22:02Z 13.6K followers, [----] engagements

"@HolySmokas Jeremy youre a walking $NKE billboard brother 😂"
X Link 2026-02-05T22:36Z 13.8K followers, [---] engagements

"I want to win Mr. President $QQQ $VOO"
X Link 2026-02-06T10:09Z 13.9K followers, [----] engagements

"$ZETA is always [--] steps ahead. "Cloud computing abstracted hardware. Generative UI will abstract the software itself." - Chris Monberg $ZETA CTO"
X Link 2026-02-06T10:48Z 13.8K followers, [----] engagements

"$ENPH President & CEO just bought another [----] shares. Recorded on Febuary 5th 2026"
X Link 2026-02-06T14:02Z 13.5K followers, [----] engagements

"What if OpenAI acquires $ZETA. there has been this narrative that the LLMs are going to come in and take all our business by partnering with them that comes off the table." David Steinberg $ZETA CEO"
X Link 2026-02-06T21:45Z 13.8K followers, 17.7K engagements

"@LongGameEquity By OpenAI or $ZETA"
X Link 2026-02-06T22:25Z 13.4K followers, [---] engagements

"Tannor honestly that was freaking awesome. I cant think of a more valuable interview at this moment. Great work to both you and @FunOfInvesting. 👏 In the first quarter our revenue growth is 35% I would be incredibly disappointed if our first quarter was the fastest quarter of the year. Anthony Noto $SOFI https://twitter.com/i/web/status/2019913419818750047 https://twitter.com/i/web/status/2019913419818750047"
X Link 2026-02-06T23:17Z 13.5K followers, [----] engagements

"@Gubloinvestor Yeah youre right. $ZETA"
X Link 2026-02-06T23:24Z 13.4K followers, [---] engagements

"Big Portoflio update tomorrow I made some changes. [--]. Bought a new stock. [--]. Doubled down on a stock. [--]. Sold out 100% of ANOTHER stock. What a humbling week I am now much better positioned. I just sold 100% of $FUBO goodbye. -50% loss on a small allocation I have better use for capital. I'll be buying TWO stocks tomorrow. - $ZETA - Something (new). You can always follow my portfolio LIVE on the Blossom app here: https://t.co/yoIp2UoMjX https://t.co/Vf1R9ujSPU I just sold 100% of $FUBO goodbye. -50% loss on a small allocation I have better use for capital. I'll be buying TWO stocks tomorrow."
X Link 2026-02-06T23:41Z 13.6K followers, [----] engagements

"Interesting. Both $NBIS & $PATH are carrying a +13% short float"
X Link 2026-02-07T00:00Z 13.8K followers, 26.3K engagements

"@Gubloinvestor $ZETA had a 12% short float two months ago its now just under 10% FYI"
X Link 2026-02-07T00:36Z 13.4K followers, [----] engagements

"@WheelieInvestor Were aligned"
X Link 2026-02-07T02:20Z 13.4K followers, [---] engagements

"Youll be able to use Athena on your iPhone. Youll be able to use Athena in the Android environment. Youll be able to do anywhere OpenAI is. David Steinberg $ZETA CEO"
X Link 2026-02-07T02:24Z 13.4K followers, [----] engagements

"@brent_e_trader Nothing more than $META $GOOGL or $AMZN. Frankly OpenAI $RDDT or $SNAP"
X Link 2026-02-07T12:55Z 13.4K followers, [---] engagements

"$NBIS is a unique company. I think there is +150% upside here and the market doesn't see it yet. Let me explain. $NBIS has several key equity stakes in private companies. Some of which are becoming quite successful. Valuations: - ClickHouse = $15B - Toloka AI = $0.5B - TripleTen = $0.4B - AVride = $3.5B $NBIS has a combined equity of approximately $7.8B. See this is where things get interesting. Because when the educated eye looks at this scenario you'll find out that the market is under-pricing the CORE AI business relatively CHEAP. Question is how cheap. Let's find out."
X Link 2026-02-07T14:09Z 13.8K followers, 65.2K engagements

"@EndicottInvests @QualityInvest5 Id argue $TEAM is as critical for my company as $CRM"
X Link 2026-02-07T14:49Z 13.7K followers, [----] engagements

"We tried to get rid of $CRM couldnt. We actually enjoy $TEAM infra. Problem is legacy ticket items on Jira. This is corporate governance and operational data that is hard to migrate. This is why Im bullish on $PATH above all SaaS names. I reckon corporations will proceed with business as per usual and adopt human-level automations/agentic orchestration technologies grounded in historic corporate governance. https://twitter.com/i/web/status/2020149439243960672 https://twitter.com/i/web/status/2020149439243960672"
X Link 2026-02-07T14:55Z 13.6K followers, [---] engagements

"@QualityInvest5 Use it frequently"
X Link 2026-02-07T20:36Z 13.8K followers, [---] engagements

"@Kross_Roads I like it"
X Link 2026-02-07T21:05Z 13.5K followers, [---] engagements

"@Kross_Roads Indeed it is. Ill say it $NBIS is the superior AI cloud"
X Link 2026-02-07T21:39Z 13.5K followers, [---] engagements

"@Spiralout_one @waltek192 @YUNG_ECON $NBIS is building cites with gas-power integrated on prem. - Missouri - New Jersey These both will have integrated behind the meter gas turbine power generation facilities. $NBIS will have power"
X Link 2026-02-07T21:41Z 13.5K followers, [---] engagements

"@StocksInSox Last valuation was $15B no"
X Link 2026-02-07T21:41Z 13.7K followers, [---] engagements

"@Stockfins Im fed up $PGY is completely in my realm of competency so its a better choice for me personally. $HIMS and their healthcare exposure was always borderline for me. $PGY and $SOFI is a much better pairing for me in FinTech"
X Link 2026-02-07T21:43Z 13.5K followers, [---] engagements

"@TheRonnieVShow Im so bullish"
X Link 2026-02-07T21:45Z 13.5K followers, [----] engagements

"AI will not kill all SaaS. AI will especially not kill $ZETA. DATA is the ultimate MOAT"
X Link 2026-02-07T21:55Z 13.8K followers, 10.8K engagements

"@NotA_Bull I have another retirement account loaded with QQQ"
X Link 2026-02-08T01:28Z 13.5K followers, [---] engagements

"@slipperyklown Great names $ZETA for me is a higher conviction play. $PATH is also fantastic"
X Link 2026-02-08T11:09Z 13.5K followers, [---] engagements

"Heres the $PGY indicator - $SOFI Originations +46% YoY - LendingClub Originations +40% YoY - Ally Auto Originations +6% YoY - OneMain Auto Originations +15% YoY I started a position last week now 6% of my portfolio. Im now long $PGY"
X Link 2026-02-08T12:07Z 13.7K followers, [----] engagements

"@DariuszD20 @KabraxFX It wont kill $ZETA"
X Link 2026-02-08T12:15Z 13.5K followers, [---] engagements

"FICO typically uses about 20-30 variables from credit reports. $PGY's AI processes 1000's of variables. - All bank transactions. - Employment history. - All cash flows. $PGY"
X Link 2026-02-08T13:02Z 13.8K followers, 10.1K engagements

"Fantastic Substack. $ZETA investors should read 👇 The Company That Knows [---] Million Americans Better Than Anyone: A Deep Dive on Zeta Global https://t.co/kuHW2Rizjs My latest substack article is now live available to everyone In this article I explain exactly what $ZETA does and why they are set up for success in the https://t.co/YbQH77IQ9E The Company That Knows [---] Million Americans Better Than Anyone: A Deep Dive on Zeta Global https://t.co/kuHW2Rizjs My latest substack article is now live available to everyone In this article I explain exactly what $ZETA does and why they are set up for"
X Link 2026-02-08T13:06Z 13.5K followers, [----] engagements

"@SrInTech @TheRayMyers The remaining portion of the LPB is all $SOFI originated this isnt done by a third party such as $PGY"
X Link 2026-02-08T14:17Z 13.5K followers, [---] engagements

"@meetblossomapp Yikes. Although $ORCL is tempting here"
X Link 2026-02-08T15:00Z 13.5K followers, [----] engagements

"@xhchc247 Doesnt replace $FICO whole different lane"
X Link 2026-02-08T16:08Z 13.5K followers, [---] engagements

"@Davis_C15 You and me both"
X Link 2026-02-08T16:36Z 13.5K followers, [---] engagements

"@FinanceJack44 To put it ridiculously simply I prefer $NBIS because of their equity stakes and full-stack approach"
X Link 2026-02-08T17:49Z 13.5K followers, [---] engagements

"Daily $ZETA Fact: By the end of the decade $ZETA will have 10% wallet-share of all marketing spend. Guess what its only a $4b company. Put that into perspective. $ZETA $ADBE $ZETA $BRZE $ZETA $CRM $ZETA $APP $ZETA $TTD First-party data = results"
X Link 2026-02-08T18:22Z 13.5K followers, [----] engagements

"Holy crap $META is in a league of it's own. Their ARPU just hit $57.03. Whilst other platforms like $RDDT hit $18.14 and $SNAP hit $12.51. That's 3x larger than Reddit and 4.5x larger than SnapChat. Reminder $META trades at a 22x FWD P/E. Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META https://t.co/NemkNRI6PF Meta's average revenue per user hit an all-time high of $57.03. In U.S. and Canada ARPU hit $78.37. That's 11x the "rest of the world". $META https://t.co/NemkNRI6PF"
X Link 2026-02-08T19:34Z 13.6K followers, 11.6K engagements

"@WheelieInvestor Thank you man I appreciate you. Great substack by the way. And I mean that"
X Link 2026-02-08T19:51Z 13.5K followers, [---] engagements

"@DividendDynasty I dont think I have enough shares in all seriousness. Ill add more next week"
X Link 2026-02-08T20:46Z 13.6K followers, [---] engagements

"@DazePhilipp Wont argue with that but $PLTR doesnt do MarTech"
X Link 2026-02-09T01:02Z 13.5K followers, [---] engagements

"@FindleysFinance Monetization strategies are very similar thats the business comparison - thats all"
X Link 2026-02-09T11:45Z 13.5K followers, [--] engagements

""But but AI is going to destroy $ZETA." Average Account Value: 15% CAGR $ZETA"
X Link 2026-02-09T12:00Z 13.8K followers, 10.7K engagements

"$PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) - FRLPC: $131M (+12% YoY) Great quarter for Pagaya Technologies watch-out for more partnerships with large banks"
X Link 2026-02-09T12:16Z 13.8K followers, 41.2K engagements

"Management is guiding a VERY cautious Q1. - Network Volume: -7% to flat. - Revenue: +13-20% YoY - GAAP Net Income: +233-678% YoY Net income is a shining light however. $PGY $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) - FRLPC: $131M (+12% YoY) Great quarter for Pagaya Technologies watch-out for more partnerships with large banks. https://t.co/r8ZDdkGhiG $PGY reports Q4 [----] earnings $335M revenue (+20.1% YoY) $0.80EPS (BEAT) 🟢 - Network Volume: $2.7 billion (+3% YoY) - FRLPC: $131M (+12% YoY) Great quarter for Pagaya"
X Link 2026-02-09T12:27Z 13.8K followers, 10.1K engagements

"Pagaya is guiding 23-85% YoY GAAP net income growth in [----] We expect a GAAP net profitability minimum of over $100m in [----]. - Gal Krubliner $PGY CEO"
X Link 2026-02-09T14:18Z 13.8K followers, 14.2K engagements

"To the $ZETA bears: The "alleged" wrongfully obtained data you claim to be "widespread" is only attributable for 1% or less of today 1P data IDs. I can't wait for the day this lawsuit is squashed"
X Link 2026-02-09T17:26Z 13.6K followers, [----] engagements

"Im running GAAP profitability scenarios for $ZETA To get $0.01 GAAP EPS they need roughly $95.9M Adj. EBITDA. Average BEAT = 7.2% Median BEAT = 6.4% $ZETA guided $91.1M thats only a +5.3% beat. Heres my BULL case: - ($15m) of acquisition expenses"
X Link 2026-02-09T18:36Z 13.8K followers, 19.2K engagements

"Heres my BASE case: - ($17.5m) of acquisition expenses $ZETA"
X Link 2026-02-09T18:36Z 13.7K followers, [----] engagements

"Heres my BEAR case: - ($20m) of acquisition expenses If we BEAT by 6% in any scenario we are PROFITABLE. All are using a projected diluted share count of 272M (which accounts for the 5.3M shares issued for the Marigold closing and standard Q4 dilution) $ZETA"
X Link 2026-02-09T18:36Z 13.7K followers, [----] engagements

"Trimmed $GOOGL today. Added to my $META position"
X Link 2026-02-09T21:06Z 13.8K followers, [----] engagements

"Earnings is in about 2-weeks. $ZETA is back to post short-report valuations. - 17x FWD P/E - 3.4x P/S I'm looking forward to the Q4 print. Im running GAAP profitability scenarios for $ZETA To get $0.01 GAAP EPS they need roughly $95.9M Adj. EBITDA. Average BEAT = 7.2% Median BEAT = 6.4% $ZETA guided $91.1M thats only a +5.3% beat. Heres my BULL case: - ($15m) of acquisition expenses https://t.co/SyDMyxdlPb Im running GAAP profitability scenarios for $ZETA To get $0.01 GAAP EPS they need roughly $95.9M Adj. EBITDA. Average BEAT = 7.2% Median BEAT = 6.4% $ZETA guided $91.1M thats only a +5.3%"
X Link 2026-02-10T00:18Z 13.8K followers, 10K engagements

"@mvcinvesting Great acquisition"
X Link 2026-02-10T14:35Z 13.6K followers, [---] engagements

"So $NBIS is acquiring Tavily. I like this decision and a lot. Nebius is essentially saying "Yes we are doubling down on full-stack optionality - AI agents will be native to our stack". They already have Token Factory which is an inference platform. Travily has real-time web access. DO THE MATH. Tavily + Token Factory = rapid Agent deployment. Tavily already has massive clients like IBM Cohere MongoDB Monday etc. They have allegedly over 700k-1M users world wide too. $NBIS is just another step closer to the ultimate bundled AI cloud platform. I am VERY fond of acquisitions like this"
X Link 2026-02-10T14:54Z 13.8K followers, [----] engagements

"$ZETA is just SCREAMING opportunity right now. Rue #1: When price disconnects from fundamentals pay attention. $ZETA [--]. $ZETA - Zeta Global: -54% https://t.co/2cq2bh8QN7 [--]. $ZETA - Zeta Global: -54% https://t.co/2cq2bh8QN7"
X Link 2026-02-10T18:21Z 13.8K followers, 13.2K engagements

"@HokeyPokeyDaddy I'm quarter-ported in $ZETA already lol"
X Link 2026-02-10T18:22Z 13.6K followers, [---] engagements

"@joecarlsonshow Murder on the street"
X Link 2026-02-10T18:30Z 13.6K followers, [----] engagements

"@GreenPipsEthan Its the rotation out of SaaS. $ZETA is caught up in that cross fire. Nobody really understands the business"
X Link 2026-02-10T20:26Z 13.6K followers, [---] engagements

"@P_Earns24 Definitely will - $SPGI is one of the wide MOAT companies that doesnt go on sale often"
X Link 2026-02-10T21:12Z 13.6K followers, [---] engagements

"@ZetaGlobal @dsteinberg10000 Lets go guys"
X Link 2026-02-10T21:21Z 13.6K followers, [----] engagements

"Yeah yeah the calls at 4:30 Two weeks out I know Were gonna be SO live for this $ZETA Q4 EARNINGS FEB 24TH @TheRonnieVShow @Davis_C15 @EndicottInvests @samsolid57 @QualityInvest5 Our 4Q and full-year [----] financial results will be announced on Tuesday February [--] after market close. Join the live webcast that day at 4:30pm ET to hear from our Co-Founder Chairman and CEO @dsteinberg10000 and CFO Chris Greiner. https://t.co/zrJfnWDpDx Our 4Q and full-year [----] financial results will be announced on Tuesday February [--] after market close. Join the live webcast that day at 4:30pm ET to hear from"
X Link 2026-02-10T23:57Z 13.7K followers, 14.7K engagements

"@alexcapital01 @TheRonnieVShow @Davis_C15 @EndicottInvests @samsolid57 @QualityInvest5 Nor can I. I apologize to anyone who sees me post about $ZETA daily. This has become my passion 😅"
X Link 2026-02-11T00:13Z 13.6K followers, [---] engagements

"I ran the numbers. I firmly believe $NBIS could be a $170/share stock. Its SIGNIFICANTLY undervalued for its rapid growth rate. They have to hit guidance. $NBIS $NBIS is a unique company. I think there is +150% upside here and the market doesn't see it yet. Let me explain. $NBIS has several key equity stakes in private companies. Some of which are becoming quite successful. Valuations: - ClickHouse = $15B - Toloka AI = $0.5B - https://t.co/UOGIqCzTsc $NBIS is a unique company. I think there is +150% upside here and the market doesn't see it yet. Let me explain. $NBIS has several key equity"
X Link 2026-02-11T01:43Z 13.8K followers, 20.2K engagements

"@R1chardMaur1ce Negative Nelly Ricardo"
X Link 2026-02-11T01:44Z 13.6K followers, [---] engagements

"@AviAgrawaal @howtoinvest_jb No to does not they've seen opportunities to acquire data-assets so they did. Acquiring Marigold Enterprises for $ZETA is equivalent to $META trying to acquire $SNAP. One-time window. Massive asset long-term"
X Link 2026-02-11T13:14Z 13.6K followers, [---] engagements

"@investorcity4U SaaS carnage"
X Link 2026-02-11T14:56Z 13.6K followers, [----] engagements

"@ahedinsson1 ClaudeCode headlines"
X Link 2026-02-11T15:20Z 13.6K followers, [---] engagements

"@lajit6384 Claude"
X Link 2026-02-11T15:40Z 13.6K followers, [----] engagements

"@bdinvestingg $PATH does a different type of robotics than the rest of these companies"
X Link 2026-02-11T15:57Z 13.6K followers, [----] engagements

"Bill Ackman initiates a position in $META Platforms The stock is -16.5% from all-time highs. $META"
X Link 2026-02-11T16:35Z 13.7K followers, [----] engagements

"Link: https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf"
X Link 2026-02-11T16:36Z 13.8K followers, [----] engagements

"@trevhesinvests Bullish for $META shareholders"
X Link 2026-02-11T16:44Z 13.6K followers, [---] engagements

"@TheRealBirnbaum Yes but its not going to be impacted by this AI thesis. AI is a the ultimate tailwind for $ZETA"
X Link 2026-02-11T20:54Z 13.7K followers, [---] engagements

"@PurdyFinances $PATH stock is dying yeah"
X Link 2026-02-11T21:30Z 13.7K followers, [---] engagements

"Took another GUT punch today in the markets Portfolio: -4.4% 🩸 - $ZETA down 7.2% - $META down 0.17% - $NBIS down 3.5% - $GOOGL down 2.5% - $AMZN down 1.5% Its hellish out there for SaaS investors. Track my moves on Blossom App if youre curious: https://getblossom.onelink.me/SOfu/wealthmatica https://getblossom.onelink.me/SOfu/wealthmatica"
X Link 2026-02-11T21:44Z 13.8K followers, 12.2K engagements

"Reminder $NBIS is guiding for a $1.1b ARR for FY25. Next year they have guided for $7-9b ARR (+355% YoY) AI platforms are in DEMAND. $NBIS"
X Link 2026-02-11T22:45Z 13.8K followers, [----] engagements

"@Vsia21651 Something that I consistently think about is the TSM guide. Theyre guiding a +45% CAGR from 2025-2029. The demand theyre seeing is unreal"
X Link 2026-02-11T23:19Z 13.7K followers, [---] engagements

"@qualtrim $UBER's on my watch list. Under $70 is a steal"
X Link 2026-02-11T23:31Z 13.7K followers, [----] engagements

"$NBIS smashes their $1.1b ARR guide and delivers $1.25b ARR - Maintains $7-9b ARR FY26 - Guides for [--] sites FY26 - More than [---] GW $NBIS"
X Link 2026-02-12T12:09Z 13.8K followers, [----] engagements

"$NBIS YoY numbers continued. - CapEx: +404% YoY - ARR FY: 14x YoY - Cash Position: $3.7 billion - Net Income: $29m (POSITIVE) AI Core Business. +802% YoY in Q4 [----] alone. 😮💨"
X Link 2026-02-12T12:22Z 13.8K followers, [----] engagements

"$NBIS: Core AI business revenue increase was +802% YoY in Q4 [----] alone. Accounting for approximately 94% of total revenue in Q4"
X Link 2026-02-12T12:31Z 13.8K followers, [----] engagements

"@Seeking_Profits So true give me your shares"
X Link 2026-02-12T12:51Z 13.7K followers, [---] engagements

"$APP is down because of their guide. They're projecting +18% YoY for Q1. A year ago they did +40% YoY in Q1 [----]. Deterministic data-sets and 1st-part data MOATs will prevail. 3rd-party or PROBABILISTIC data is NOT enough anymore. Long $ZETA"
X Link 2026-02-12T15:05Z 13.6K followers, [---] engagements

"@daddyg67 I didnt tank the market man - Im buying personally - you do your own thing"
X Link 2026-02-12T16:45Z 13.8K followers, [----] engagements

"@saminvesting675"
X Link 2026-02-12T20:18Z 13.8K followers, [----] engagements

"@BlackDirective @TideTrader_ Leave Ronnie be He's a great guy"
X Link 2026-02-12T22:13Z 13.8K followers, [--] engagements

"@qualtrim I think I rather own $NFLX at these levels than $SPOT"
X Link 2026-02-12T22:14Z 13.8K followers, [----] engagements

"@investorcity4U Not exactly it tanked relative to other positions"
X Link 2026-02-12T22:25Z 13.8K followers, [---] engagements

"@qualtrim Keeping in mind BV is difficult to quantify software/cloud IP. The stock trades under $200/share. What a DEAL right now for $AMZN"
X Link 2026-02-13T12:50Z 13.8K followers, [----] engagements

"@TacticzH Yeah just the SaaS sell off hitting $ZETA. Baby is gone out the window. Still in free fall 😂"
X Link 2026-02-13T13:23Z 13.8K followers, [---] engagements

"bingo Yeah very solid business. Whats your thoughts on the lawsuit pending regarding the identity bridging allegations I dove into how the technology works frankly they could be smacked with a hefty fine and dont do it anymore order for their data scrapping from $META https://twitter.com/i/web/status/2022314120687563054 https://twitter.com/i/web/status/2022314120687563054"
X Link 2026-02-13T14:17Z 13.8K followers, [---] engagements

"@MJ___92 As of right now $APP"
X Link 2026-02-13T14:34Z 13.8K followers, [---] engagements

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