# ![@wealthmatica Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1820052265945710593.png) @wealthmatica Wealthmatica

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

### Engagements: [-------] [#](/creator/twitter::1820052265945710593/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820052265945710593/c:line/m:interactions.svg)

- [--] Week [-------] -20%
- [--] Month [---------] -19%
- [--] Months [----------] +999%
- [--] Year [----------] +1,492%

### Mentions: [---] [#](/creator/twitter::1820052265945710593/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820052265945710593/c:line/m:posts_active.svg)

- [--] Week [---] +7.60%
- [--] Month [---] -17%
- [--] Months [-----] +132%
- [--] Year [-----] +531%

### Followers: [------] [#](/creator/twitter::1820052265945710593/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820052265945710593/c:line/m:followers.svg)

- [--] Week [------] +2.30%
- [--] Month [------] +22%
- [--] Months [------] +371%
- [--] Year [------] +2,785%

### CreatorRank: [------] [#](/creator/twitter::1820052265945710593/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1820052265945710593/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #360 [cryptocurrencies](/list/cryptocurrencies)  #1282 [technology brands](/list/technology-brands)  #1936 [finance](/list/finance)  #1759 [countries](/list/countries)  2.24% [social networks](/list/social-networks)  1.92% [financial services](/list/financial-services)  0.96% [celebrities](/list/celebrities)  0.64% [automotive brands](/list/automotive-brands)  0.32% [products](/list/products)  0.32%

**Social topic influence**
[$zeta](/topic/$zeta) #6, [ai](/topic/ai) #559, [$nbis](/topic/$nbis) #73, [meta](/topic/meta) 9.27%, [$meta](/topic/$meta) #291, [$path](/topic/$path) #15, [$amzn](/topic/$amzn) #4, [$pgy](/topic/$pgy) #28, [ceo](/topic/ceo) #56, [zeta global](/topic/zeta-global) #6

**Top accounts mentioned or mentioned by**
[@lajit6384](/creator/undefined) [@endicottinvests](/creator/undefined) [@moneyloanruns](/creator/undefined) [@rokajoska](/creator/undefined) [@meetblossomapp](/creator/undefined) [@investorcity4u](/creator/undefined) [@qualityinvest5](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@saminvesting675](/creator/undefined) [@trevhesinvests](/creator/undefined) [@topsecretstocks](/creator/undefined) [@alex70848763197](/creator/undefined) [@davisc15](/creator/undefined) [@stockresearchwk](/creator/undefined) [@qualtrim](/creator/undefined) [@financejack44](/creator/undefined) [@krossroads](/creator/undefined) [@gubloinvestor](/creator/undefined) [@wheelieinvestor](/creator/undefined) [@widemoatczar](/creator/undefined)

**Top assets mentioned**
[ZetaChain (ZETA)](/topic/$zeta) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Metadium (META)](/topic/$meta) [UiPath, Inc. (PATH)](/topic/$path) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [RAI Finance (SOFI)](/topic/$sofi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [fuboTV Inc. (FUBO)](/topic/$fubo) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Adobe, Inc. (ADBE)](/topic/$adbe) [Netflix Inc (NFLX)](/topic/$nflx) [Advanced Micro Devices (AMD)](/topic/$amd) [AppLovin Corporation (APP)](/topic/$app) [Meta Platforms, Inc. (META)](/topic/meta-platforms) [Iris Energy Limited (IREN)](/topic/$iren) [Brookfield Corporation (BN)](/topic/$bn) [S&P Global Inc (SPGI)](/topic/$spgi) [Root, Inc. (ROOT)](/topic/root-inc) [The Root Network (ROOT)](/topic/$root) [Oracle Corporation (ORCL)](/topic/$orcl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Now Coin (NOW)](/topic/$now) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Snap, Inc. (SNAP)](/topic/$snap) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Sezzle Inc. Common Stock (SEZL)](/topic/$sezl) [MercadoLibre Inc (MELI)](/topic/$meli) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Braze Inc. (BRZE)](/topic/$brze) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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](https://x.com/wealthmatica/status/1981812945802645975)  2025-10-24T20:00Z 13.3K 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](https://x.com/wealthmatica/status/1982277670512509174)  2025-10-26T02:46Z 13.5K 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](https://x.com/wealthmatica/status/1984250514985603240)  2025-10-31T13:26Z 13.3K 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](https://x.com/wealthmatica/status/1985317782502740456)  2025-11-03T12:06Z 13.3K followers, 25.3K 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](https://x.com/wealthmatica/status/1986878402696249674)  2025-11-07T19:28Z 13.5K followers, 21.6K engagements


"Shift4 has my attention its cheap a small cap and a compounding machine. $FOUR"  
[X Link](https://x.com/wealthmatica/status/1996903133486944645)  2025-12-05T11:23Z 13.5K followers, [----] engagements


"4. $ROOT - Root Inc. - TTM P/E 22.89x - New Partnership UW +44% YoY"  
[X Link](https://x.com/wealthmatica/status/1999614119805354268)  2025-12-12T22:55Z 13.5K followers, [----] engagements


"Theres one company actually building the European stack $NBIS - Nebius Group. We have to build a stack here in Germany that enables our industry to participate in the next evolution of industrialization"  
[X Link](https://x.com/wealthmatica/status/2000378035535802834)  2025-12-15T01:31Z 13.3K followers, 22.9K engagements


"2026 = Agentic AI and AI derivatives. Here are my FIVE stock picks for [----] starting with [--]. $ZETA - Zeta Global - Projected Growth: +34% YoY I believe $ZETA is perfectly positioned going into [----]. Not only for it being a natural Agentic AI platform pick but rather for a series of reasons: - GAAP profitability is around the corner. - Legal case dismissal/resolution. - Looming OpenAI partnership. Each of these variables add a multiplier onto $ZETA's potential upside for [----]. It goes into the new year a battle-hardened MarTech leader ready to chew up wallet-share."  
[X Link](https://x.com/wealthmatica/status/2007236227343204725)  2026-01-02T23:43Z 13.3K followers, 51.5K 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](https://x.com/wealthmatica/status/2009986571521470947)  2026-01-10T13:51Z 13.5K followers, 46.5K engagements


"3. $MDA.TO - MDA Space: Satellites & AI Geo-Intelligence - Industry Growth: 31.0% CAGR - MDA Space Growth: 45.1% YoY This opportunity can be split into two core segments; satellite fab and AI geospatial. Grand View Research projects that the Satellite fabrication market will grow to $57.2 billion by [----] or a 16.1% CAGR. In parallel MarketUS projections AI Geospatial exploding to $1.16 billion by [----] a 31% CAGR. The driver here is AI + real-time data gives governments and companies real-time decisioning. $MDA.TO slots into these sectors as a pure-leader in space-satellite technology. In fact"  
[X Link](https://x.com/wealthmatica/status/2009986577431240889)  2026-01-10T13:51Z 13.3K followers, [----] engagements


"4. $NBIS - Nebius Group: AI Data Centers - Industry Growth: 27.1% CAGR - Nebius Group Growth: 237.4% YoY MarketUS has projected that the AI Data Center market will grow to %157.3 billion by [----]. That's a whopping 27% CAGR. Key note: The US market ALONE is growing at a 26.4% CAGR. The core driving theme of this demand is GPU data centers (as we all expected). See this opportunity that makes sense to many of us. GPU data center demand makes up 55%+ of the entire market mainly seen through the MAG7 build out. But why $NBIS and why now to put it plainly $NBIBS is a GPU-first AI cloud platform."  
[X Link](https://x.com/wealthmatica/status/2009986581017367037)  2026-01-10T13:51Z 13.3K followers, [----] 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](https://x.com/wealthmatica/status/2010124619513246208)  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](https://x.com/wealthmatica/status/2010300694423847401)  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](https://x.com/wealthmatica/status/2011233134080299075)  2026-01-14T00:25Z 13.5K followers, 30.4K engagements


"HUGE news. My $ZETA Global article just got featured on Yahoo Finance. In the words of David Steinberg LFG 🔥"  
[X Link](https://x.com/wealthmatica/status/2011562868483994042)  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](https://x.com/wealthmatica/status/2012337713597276170)  2026-01-17T01:34Z 13.5K followers, 108.8K engagements


"MENTALITY. Let me remind you this is the CEO of $ZETA Global"  
[X Link](https://x.com/wealthmatica/status/2013401986037624900)  2026-01-20T00:03Z 13.5K followers, 13.5K 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](https://x.com/wealthmatica/status/2013570361271492779)  2026-01-20T11:12Z 13.5K followers, [---] engagements


"Its highly likely were going to continue to see buying opportunities in [----]. Im targeting companies with the following traits: - High Quality - Ideally Founder CEO - Clear differentiation Id add to these positions [--]. $ZETA 23% [--]. $NBIS 11% [--]. $PATH 9% [--]. $META 8% [--]. $AMZN 12% On my watch-list are these stocks and their ideal allocation sizes - $PGY (6% position) - $MDA (6% position) - $MELI (10%+ position) I now lack space exposure and Im new on making it a feature in the portfolio eventually. Thats $MDA. $MELI is just a clinical compounding machine. I think this is a high quality business"  
[X Link](https://x.com/wealthmatica/status/2013756059857420757)  2026-01-20T23:30Z 13.3K followers, 16.5K engagements


"$ZETA is about to SMASH Q4. Recently $ZETA has BEAT revenue guide by 4.5% on average. - Mid-Guide = $380.5M - Q4 Projection = $397.4M +26% YoY If FCF Margin stays flat at 14% we're in for a treat. - Q4 Projection = $55.6M +77% YoY If Adj EBITDA BEATS by the average of 10% we're in for a blow out. - Mid-Guide = $91.1M - Q4 Projection = $100.2M +42.3% YoY Follow up post coming soon. $ZETA https://twitter.com/i/web/status/2014337858597777549 https://twitter.com/i/web/status/2014337858597777549"  
[X Link](https://x.com/wealthmatica/status/2014337858597777549)  2026-01-22T14:02Z 13.3K followers, 33.3K 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](https://x.com/wealthmatica/status/2014725152026611734)  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](https://x.com/wealthmatica/status/2014788285101478154)  2026-01-23T19:52Z 13.5K followers, 12.6K engagements


"Daily $ZETA fact: $ZETA is the REAL omnichannel marketing platform. Other companies like $TTD $ADBE and $CRM all claim to have OWNED and complete omnichannel capabilities. They do not. $ZETA retains: - Owned Channels. - Owned first-party data. - One unified ecosystem. - Online & Offline channels. The competition relies on customer data plugin-add-ons and 3rd-party omnichannel capabilities. $ZETA will eat up marketshare rapidly. https://twitter.com/i/web/status/2015031830064337041 https://twitter.com/i/web/status/2015031830064337041"  
[X Link](https://x.com/wealthmatica/status/2015031830064337041)  2026-01-24T12:00Z 13.3K followers, [----] 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](https://x.com/wealthmatica/status/2015394218772943005)  2026-01-25T12:00Z 13.5K followers, [----] engagements


"FACT: None of this works without $ZETA Globals 550M consumer first-party intent database. That data asset is the engine"  
[X Link](https://x.com/wealthmatica/status/2015399615667827113)  2026-01-25T12:21Z 13.5K followers, [----] engagements


"@meetblossomapp I have to start research $SEZL. I know @KyleAdamsStocks is a massive fan. Numbers looks great"  
[X Link](https://x.com/wealthmatica/status/2015482305947525631)  2026-01-25T17:50Z 13.4K followers, [----] engagements


"Tariff headlines are back. Heres what Im avoiding / watching / targeting into the volatility $MU = Overvalued $PLTR = Overvalued $TSLA = Overvalued $RKLB = Overvalued $ORCL = Overvalued $MSFT = Overvalued $TSM = Fair value $AMD = Fair value $MELI = Fair value $NOW = Fair value $NFLX = Fair value $ASML = Fair value $NVDA = Fair value $GOOG = Fair value $PGY = Undervalued $SEZL = Undervalued $NBIS = Undervalued $ZETA = Undervalued $PATH = Undervalued $UBER = Undervalued $META = Undervalued $DUOL = Undervalued $AMZN = Undervalued Cash reserves are critical."  
[X Link](https://x.com/wealthmatica/status/2015594152050774480)  2026-01-26T01:14Z 13.3K followers, 161.2K engagements


"These are the FOUR rerate candidates on my list. I own three. Might add the fourth: [--]. $PGY [--]. $NBIS [--]. $ZETA [--]. $PATH When fundamentals are disconnected from price pay attention"  
[X Link](https://x.com/wealthmatica/status/2015772821025182067)  2026-01-26T13:04Z 13.3K followers, 20K engagements


"$PATH thesis in one image. AI Agents are useless in the enterprise environment without anchored orchestration and governance that can be AUDITED. Agents without orchestration = hype. Orchestration + governance = ROI. $PATH"  
[X Link](https://x.com/wealthmatica/status/2015926805127905390)  2026-01-26T23:16Z 13.4K followers, 20.1K engagements


"If youre trying to outperform stop picking stocks first. Pick the industry [--]. AI Data Centers = 27.1% CAGR - $NBIS - $IREN - $CRWV [--]. AI Geo-Intelligence = 31.0% CAGR - $PL - $MDA - $BKSY [--]. Marketing Technology = 20% CAGR - $ZETA (the best) - $BRZE - $ADBE [--]. Intelligent Process Automation = 22.6% CAGR - $PATH - $MSFT - $PEGA https://twitter.com/i/web/status/2016255608953983360 https://twitter.com/i/web/status/2016255608953983360"  
[X Link](https://x.com/wealthmatica/status/2016255608953983360)  2026-01-27T21:02Z 13.3K followers, 31.7K engagements


"Its no secret David Steinberg has studied what worked for Palantir. AIPCon demos helped $PLTR turn AI into something tangible. $ZETA should do the same: AthenaCon - Live demos - Sandbox environments - 12-hour investor + client test drive Would you show up $ZETA Yes great idea. No waste of time. Yes great idea. No waste of time"  
[X Link](https://x.com/wealthmatica/status/2016271825999630786)  2026-01-27T22:07Z 13.3K followers, [----] engagements


"I've been thinking about this. $GOOGL owns over 1.3% of $PATH making up about 4% of their portfolio. That's worth almost $100M. There is NO way a company like $GOOGL invests into a company like $PATH without being convinced they are developing significant technological leaps in IPA applications. I reckon they've added. https://twitter.com/i/web/status/2016491290750235057 https://twitter.com/i/web/status/2016491290750235057"  
[X Link](https://x.com/wealthmatica/status/2016491290750235057)  2026-01-28T12:39Z 13.5K followers, 36.6K engagements


"Daily $ZETA fact: The [----] targets set back in [----] were absolutely crushed. - FCF: 58% 74% actual - Revenue: 22% 30% actual - Adj. EBITDA: 33% 45% actual Now $ZETA is guiding to 2028: - FCF: 39% - Revenue: 20% - Adj. EBITDA: 28% If they keep under-promising like this the guide is the freaking floor. I hope youre catching on. https://twitter.com/i/web/status/2016511245625459016 https://twitter.com/i/web/status/2016511245625459016"  
[X Link](https://x.com/wealthmatica/status/2016511245625459016)  2026-01-28T13:58Z 13.4K followers, 18.7K engagements


"$MDA is undervalued underrated and under-the-radar"  
[X Link](https://x.com/wealthmatica/status/2016539229157720359)  2026-01-28T15:49Z 13.3K followers, [----] engagements


"Tell me how this isnt bullish for Robinhood & SoFi TRUMP: Visa is creating a brand new platform to allow credit card holders to deposit their cash-back rewards directly into TrumpAccounts. $HOOD $SOFI"  
[X Link](https://x.com/wealthmatica/status/2016555895115718894)  2026-01-28T16:56Z 13.3K followers, 40.9K engagements


"$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](https://x.com/wealthmatica/status/2016655198991659059)  2026-01-28T23:30Z 13.3K followers, 27.6K 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](https://x.com/wealthmatica/status/2016849172939325494)  2026-01-29T12:21Z 13.4K followers, 19K engagements


"Meta and Microsoft just lit the AI capex arms race on fire. - $META [----] capex: $115B +59% YoY - $MSFT [----] capex: $120B +86% YoY 1) More compute buildout = more data center landlords: $NBIS $CRWV $IREN $AMZN & $GOOGL 2) More data centers = more compute suppliers: $NVDA $AMD $AMZN & $GOOGL The AI super-cycle isnt ending. Its just getting started. Welcome to the Agentic era. Welcome to [----]. https://twitter.com/i/web/status/2016904166522966448 https://twitter.com/i/web/status/2016904166522966448"  
[X Link](https://x.com/wealthmatica/status/2016904166522966448)  2026-01-29T16:00Z 13.3K followers, [----] engagements


"@meetblossomapp $PATH is ridiculously cheap right now"  
[X Link](https://x.com/wealthmatica/status/2016975567145312462)  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](https://x.com/wealthmatica/status/2016979980236853423)  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](https://x.com/wealthmatica/status/2016981693106634777)  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](https://x.com/wealthmatica/status/2017232062575518193)  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](https://x.com/wealthmatica/status/2017269891821117653)  2026-01-30T16:13Z 13.4K followers, 12.5K engagements


"Portfolio Update: January [----] 📆 BAD DAY Allocation weights: [--]. $ZETA 22% [--]. $GOOGL 14% [--]. $NBIS 12% [--]. $AMZN 12% [--]. $META 12% [--]. $PATH 10% [--]. $SOFI 5% [--]. $BN 4% [--]. $HIMS 4% [--]. $FUBO 3% My portfolio is always live on Blossom. https://getblossom.onelink.me/SOfu/wealthmatica https://getblossom.onelink.me/SOfu/wealthmatica"  
[X Link](https://x.com/wealthmatica/status/2017349750668804410)  2026-01-30T21:30Z 13.3K followers, 16.2K 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](https://x.com/wealthmatica/status/2017390080214577551)  2026-01-31T00:10Z 13.4K followers, [----] engagements


"4. $META Meta Platforms: -10.02% - P/S: 8.9x - FWD P/E: [----] - Revenue: 23.8% YoY"  
[X Link](https://x.com/wealthmatica/status/2017590737194332267)  2026-01-31T13:28Z 13.4K followers, 10.9K engagements


"7. $INTU Intuit Inc: -38.69% - P/FCF: 21.8x - FWD P/E: 20.4x - Revenue: 17.14% YoY"  
[X Link](https://x.com/wealthmatica/status/2017590744727376185)  2026-01-31T13:28Z 13.5K followers, 11.5K 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](https://x.com/wealthmatica/status/2017610207166165114)  2026-01-31T14:45Z 13.5K followers, 23.3K 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](https://x.com/wealthmatica/status/2017704446780756015)  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](https://x.com/wealthmatica/status/2017721745914929562)  2026-01-31T22:08Z 13.5K followers, [----] engagements


"4) $NBIS Nebius Group Deal: $85.19/share - AI Platform + 1P database. - Tollbooth revenue"  
[X Link](https://x.com/wealthmatica/status/2017941948040900610)  2026-02-01T12:43Z 13.5K followers, [----] 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](https://x.com/wealthmatica/status/2017976242893439236)  2026-02-01T15:00Z 13.4K followers, 11.5K 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](https://x.com/wealthmatica/status/2018054586880188489)  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](https://x.com/wealthmatica/status/2018055604447687038)  2026-02-01T20:15Z 13.5K followers, [----] engagements


"@HolySmokas $zetA Global"  
[X Link](https://x.com/wealthmatica/status/2018078735124004885)  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](https://x.com/wealthmatica/status/2018302828247212262)  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](https://x.com/wealthmatica/status/2018306656971431999)  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](https://x.com/wealthmatica/status/2018309909796762043)  2026-02-02T13:05Z 13.5K followers, 29.6K engagements


"@GT97322191 They lose money from reality labs not specifically Ray-Band"  
[X Link](https://x.com/wealthmatica/status/2018364813508804907)  2026-02-02T16:44Z 13.3K followers, [---] engagements


"@Davis_C15 @amitisinvesting @EndicottInvests Whats going on here"  
[X Link](https://x.com/wealthmatica/status/2018388328421240988)  2026-02-02T18:17Z 13.3K followers, [---] engagements


"@BullTradeFinder Its ridiculously cheap if it continues to grow at a 20% CAGR through [----] and beyond $ZETA"  
[X Link](https://x.com/wealthmatica/status/2018421768994574625)  2026-02-02T20:30Z 13.5K followers, [----] engagements


"$FUBO Q1 [----] earnings report LIVE show. I'll be LIVE tomorrow 7:15am EST. - Pre-call coverage. - Earnings release. - Live Call on X. Join me and @StockResearchWk as per usual another quarter. Will we get a guide for the NewCo 👀"  
[X Link](https://x.com/wealthmatica/status/2018491760985395601)  2026-02-03T01:08Z 13.4K followers, [----] engagements


"@CarilonCapital $ZETA worth $15-20/share"  
[X Link](https://x.com/wealthmatica/status/2018492329250726302)  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](https://x.com/wealthmatica/status/2018494806264029513)  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](https://x.com/wealthmatica/status/2018495722002202782)  2026-02-03T01:24Z 13.4K followers, [---] engagements


"@Ashton_1nvests Just wait until Q4 $ZETA print"  
[X Link](https://x.com/wealthmatica/status/2018495789509607680)  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](https://x.com/wealthmatica/status/2018657906863059312)  2026-02-03T12:08Z 13.5K followers, [----] engagements


"$FUBO = FUBAR TV (everythings broken)"  
[X Link](https://x.com/wealthmatica/status/2018674184755286205)  2026-02-03T13:13Z 13.5K 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](https://x.com/wealthmatica/status/2018692659716542854)  2026-02-03T14:26Z 13.6K followers, [----] 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](https://x.com/wealthmatica/status/2018741968260452471)  2026-02-03T17:42Z 13.6K followers, [----] engagements


"@qualtrim On my watch list. $FICO"  
[X Link](https://x.com/wealthmatica/status/2018794521367343286)  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](https://x.com/wealthmatica/status/2018797904060920029)  2026-02-03T21:25Z 13.6K followers, 28.7K engagements


"@beastmode647518 Yeah political spend will be a massive tailwind to benefit all of Mar/Ad tech"  
[X Link](https://x.com/wealthmatica/status/2018804435154260415)  2026-02-03T21:50Z 13.3K followers, [---] engagements


"@penandpaper525 $ZETA is more MarTech than SaaS. The market will rerate tho category"  
[X Link](https://x.com/wealthmatica/status/2018831383049744790)  2026-02-03T23:38Z 13.3K followers, [---] engagements


"@nikoliasgoninus Just the start of the $AMD super cycle"  
[X Link](https://x.com/wealthmatica/status/2018832940797399073)  2026-02-03T23:44Z 13.5K followers, [----] engagements


"Watch my full interview with $ZETA CEO on YouTube https://youtu.be/H5wLG1ha7zYsi=cAjkTxWngZFtBwcB https://youtu.be/H5wLG1ha7zYsi=cAjkTxWngZFtBwcB"  
[X Link](https://x.com/wealthmatica/status/2018834390588022927)  2026-02-03T23:50Z 13.5K followers, [----] engagements


"@LazaroInvestor Im also buying more $ZETA"  
[X Link](https://x.com/wealthmatica/status/2018836407351914745)  2026-02-03T23:58Z 13.3K followers, [---] engagements


"@FinanceJack44 I cant believe $SPGI dropped this much Tbh I like $FICO the most"  
[X Link](https://x.com/wealthmatica/status/2018860553129873890)  2026-02-04T01:33Z 13.5K followers, [---] engagements


"@DividendDynasty $FICO is a solid buy"  
[X Link](https://x.com/wealthmatica/status/2018861083986137423)  2026-02-04T01:36Z 13.5K followers, [---] engagements


"@MMMTwealth What an opportunity"  
[X Link](https://x.com/wealthmatica/status/2018997525928448116)  2026-02-04T10:38Z 13.3K followers, [---] engagements


"@MMMTwealth I comfortably added to $ZETA yesterday and frankly I likely will again today. How about you"  
[X Link](https://x.com/wealthmatica/status/2019001581933335026)  2026-02-04T10:54Z 13.3K followers, [---] engagements


"@InvestorDenis Yeah its priced for death"  
[X Link](https://x.com/wealthmatica/status/2019043315040334160)  2026-02-04T13:40Z 13.3K followers, [---] 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](https://x.com/wealthmatica/status/2019054973426823332)  2026-02-04T14:26Z 13.6K followers, [----] engagements


"@squawksquare Just buy $ZETA and forget about this madness"  
[X Link](https://x.com/wealthmatica/status/2019061957840511353)  2026-02-04T14:54Z 13.6K followers, [----] engagements


"@EndicottInvests I feel like an overweight child at an all-you-can-eat buffet. Too many options"  
[X Link](https://x.com/wealthmatica/status/2019064852774310130)  2026-02-04T15:05Z 13.3K followers, [----] engagements


"@EndicottInvests Id like more $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019066068984099165)  2026-02-04T15:10Z 13.3K followers, [---] 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](https://x.com/wealthmatica/status/2019139554356392425)  2026-02-04T20:02Z 13.5K followers, 12.2K engagements


"@meetblossomapp Cheap. Cash flow machine. I guarantee we see that @BillAckman added to his $UBER position in the next 13F listing"  
[X Link](https://x.com/wealthmatica/status/2019145895523094537)  2026-02-04T20:27Z 13.3K followers, [---] engagements


"@investorcity4U AWS will print"  
[X Link](https://x.com/wealthmatica/status/2019157869455896710)  2026-02-04T21:15Z 13.3K followers, [---] engagements


"I'll say it. $ZETA has one of the most attractive MOATs in MarTech"  
[X Link](https://x.com/wealthmatica/status/2019181518053118220)  2026-02-04T22:49Z 13.3K followers, [----] engagements


"@StockResearchWk Things happen $FUBO was always massively speculative. Im cheering from the sidelines. By the way $ZETA welcomes you with open arms. 👀"  
[X Link](https://x.com/wealthmatica/status/2019202820142948402)  2026-02-05T00:14Z 13.3K followers, [---] engagements


"@meetblossomapp Cloud revenue growth going to 50% YoY minimum next quarter"  
[X Link](https://x.com/wealthmatica/status/2019203677186310377)  2026-02-05T00:17Z 13.3K followers, [---] engagements


"@saminvesting675 You know me too well There is a fourth option. A sleeper"  
[X Link](https://x.com/wealthmatica/status/2019203753048518751)  2026-02-05T00:17Z 13.3K followers, [---] engagements


"@brent_e_trader Its possible. I think yesterday shook out a lot of people form high BETA"  
[X Link](https://x.com/wealthmatica/status/2019362760786866315)  2026-02-05T10:49Z 13.3K followers, [---] engagements


"@brent_e_trader They simply cant do what $ZETA is doing because $ZETA has the massive first party intent data MOAT and owned channel distribution"  
[X Link](https://x.com/wealthmatica/status/2019364295918936416)  2026-02-05T10:55Z 13.3K 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](https://x.com/wealthmatica/status/2019381301686481157)  2026-02-05T12:03Z 13.5K followers, [----] 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](https://x.com/wealthmatica/status/2019382823732539620)  2026-02-05T12:09Z 13.5K followers, [----] engagements


"Google Cloud just hit 30.1% Operating Margin. For context AWS is at 34.6%. $GOOGL $AMZN Two years ago Google Cloud made $266M in operating income. Just reported $5.3B at a 30.1% margin. Thats a 20x revolution. $GOOGL $GOOG https://t.co/z2v2ZdKCRh Two years ago Google Cloud made $266M in operating income. Just reported $5.3B at a 30.1% margin. Thats a 20x revolution. $GOOGL $GOOG https://t.co/z2v2ZdKCRh"  
[X Link](https://x.com/wealthmatica/status/2019387731009479062)  2026-02-05T12:28Z 13.4K followers, [----] engagements


"@rokajoska No complaints here $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019394325902455167)  2026-02-05T12:55Z 13.3K followers, [---] engagements


"@DG_Invests You're locked and loaded. $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019416866952032570)  2026-02-05T14:24Z 13.3K followers, [----] 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](https://x.com/wealthmatica/status/2019425598612074767)  2026-02-05T14:59Z 13.5K followers, [----] engagements


"@hypergrowth102 Non-issue for both. In fact its hilarious because its actually an accelerator. This technology makes $ZETA deliver better ROI and $PATH incorporates stronger native models to their orchestration layer. Win win win"  
[X Link](https://x.com/wealthmatica/status/2019425995212877914)  2026-02-05T15:00Z 13.3K followers, [----] engagements


"Contrarian opinion Perhaps a late February SCOTUS tariff decision will lead to a V-shape recovery"  
[X Link](https://x.com/wealthmatica/status/2019428235424195011)  2026-02-05T15:09Z 13.3K followers, [----] engagements


"@rokajoska Send it down to $13.50/share Ill buy more"  
[X Link](https://x.com/wealthmatica/status/2019444702106337587)  2026-02-05T16:15Z 13.3K followers, [--] engagements


"@LowCapsBigValue Like"  
[X Link](https://x.com/wealthmatica/status/2019451619109175588)  2026-02-05T16:42Z 13.3K followers, [--] engagements


"Go ahead read the article yourself - perhaps your perception of AI and $ZETA may change. https://www.forbes.com/councils/forbestechcouncil/2026/01/23/the-year-agentic-ai-stops-being-a-science-project/ https://www.forbes.com/councils/forbestechcouncil/2026/01/23/the-year-agentic-ai-stops-being-a-science-project/"  
[X Link](https://x.com/wealthmatica/status/2019467660660981906)  2026-02-05T17:46Z 13.4K followers, [----] engagements


"@Davis_C15 @EndicottInvests @Kross_Roads Ha not going to happen Ill be buying $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019478912779112531)  2026-02-05T18:31Z 13.3K followers, [---] engagements


"Amazon AWS just delivered HUGE numbers. - AWS Growth +24% YoY (BEAT) - CapEx Guide = $200b $AMZN"  
[X Link](https://x.com/wealthmatica/status/2019518417443983488)  2026-02-05T21:08Z 13.6K followers, [----] engagements


"@Superioresearch @Kross_Roads @EndicottInvests my thoughts exactly So the market is now pricing $NBIS as a $12.8b company (without factoring AVride or any other equity stakes)"  
[X Link](https://x.com/wealthmatica/status/2019533959076659207)  2026-02-05T22:09Z 13.3K followers, [---] engagements


"$AMZN AWS backlog: $244b up +40% YoY and 22% on the quarter"  
[X Link](https://x.com/wealthmatica/status/2019545812963832144)  2026-02-05T22:56Z 13.4K followers, [----] engagements


"$ZETA now trades at it's cheapest valuation in recent memory. [----] = 2.88x P/S raito [----] = 2.90x P/S ratio Free cash flow has increase by 160% since. I'm loading the BOATS. 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. https://t.co/HfRE9SpjN0 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"  
[X Link](https://x.com/wealthmatica/status/2019750873807585451)  2026-02-06T12:31Z 13.5K followers, 23.8K engagements


"@waddupzzz The UI is just a vehicle to attribute the data and deploy the ad campaigns. $ZETA owns both ends of the toll-highway. Someone can rebuild the highway but you will always need to hit an on-ramp or off-ramp"  
[X Link](https://x.com/wealthmatica/status/2019752960511656230)  2026-02-06T12:40Z 13.4K followers, [---] engagements


"@lajit6384 You and I literally think a like 😂 If I were to increase my acquisition odds it would be around a [--] percentile (up from 20%). I stumbled on some info yesterday that makes me suspect this too"  
[X Link](https://x.com/wealthmatica/status/2019753272735625567)  2026-02-06T12:41Z 13.4K followers, [---] engagements


"$ENPH President & CEO just bought another [----] shares. Recorded on Febuary 5th 2026"  
[X Link](https://x.com/wealthmatica/status/2019773613067423944)  2026-02-06T14:02Z 13.5K followers, [----] engagements


"@LongGameEquity By OpenAI or $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019900328586469883)  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](https://x.com/wealthmatica/status/2019913419818750047)  2026-02-06T23:17Z 13.5K followers, [----] engagements


"@Gubloinvestor Yeah youre right. $ZETA"  
[X Link](https://x.com/wealthmatica/status/2019915225601081600)  2026-02-06T23:24Z 13.4K followers, [---] engagements


"@Gubloinvestor $ZETA had a 12% short float two months ago its now just under 10% FYI"  
[X Link](https://x.com/wealthmatica/status/2019933152337359281)  2026-02-07T00:36Z 13.4K followers, [----] engagements


"@WheelieInvestor Were aligned"  
[X Link](https://x.com/wealthmatica/status/2019959369736265845)  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](https://x.com/wealthmatica/status/2019960459923976584)  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](https://x.com/wealthmatica/status/2020119348409426387)  2026-02-07T12:55Z 13.4K followers, [---] engagements


"Forward $NBIS price projections. 🔵 Base: $224/share (+160%) 🟢 Bull case: $384/share (+346%) In this chart I plotted the yellow line which represents the EV/ARR multiple in all scenarios. [--]. Present at $1.1B ARR = 11x EV/ARR [--]. Forward at $8B ARR = 1.5x EV/ARR [--]. Base Case = 6.0x EV/ARR [--]. Bull Case = 11x EV/ARR Each of these capture different scenarios. #1 captures what the market prices the current EV at present $1.1B ARR. #2 captures what the market is pricing the EV at forward ARR values $8B mid-range. #3 captures what the price would be if the market gave EV a FWD ARR multiple of 6x. #4"  
[X Link](https://x.com/wealthmatica/status/2020137856002384166)  2026-02-07T14:09Z 13.5K followers, [----] engagements


"Some more back of the hand math. If $NBIS simply re-rates to match $IREN's current 4.4x multiple on that $8B ARR: $8B ARR x 4.4x = $35.2B EV + $7.8B Equity stakes + $0.7B Net Cash = $43.7B theoretical Market Cap At 252M shares that implies a price of $173/share. That is +100% upside just to reach where its closest peer is trading today. https://twitter.com/i/web/status/2020137858527289736 https://twitter.com/i/web/status/2020137858527289736"  
[X Link](https://x.com/wealthmatica/status/2020137858527289736)  2026-02-07T14:09Z 13.5K 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](https://x.com/wealthmatica/status/2020149439243960672)  2026-02-07T14:55Z 13.6K followers, [---] engagements


"@Kross_Roads I like it"  
[X Link](https://x.com/wealthmatica/status/2020242551073366029)  2026-02-07T21:05Z 13.5K followers, [---] engagements


"@Kross_Roads Indeed it is. Ill say it $NBIS is the superior AI cloud"  
[X Link](https://x.com/wealthmatica/status/2020250983448957382)  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](https://x.com/wealthmatica/status/2020251491743973572)  2026-02-07T21:41Z 13.5K 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](https://x.com/wealthmatica/status/2020252215114351070)  2026-02-07T21:43Z 13.5K followers, [---] engagements


"@StichL83 @Kross_Roads Go check my page I just did a valuation breakdown this morning"  
[X Link](https://x.com/wealthmatica/status/2020252468551250117)  2026-02-07T21:44Z 13.5K followers, [--] engagements


"@TheRonnieVShow Im so bullish"  
[X Link](https://x.com/wealthmatica/status/2020252545680027659)  2026-02-07T21:45Z 13.5K followers, [----] engagements


"@NotA_Bull I have another retirement account loaded with QQQ"  
[X Link](https://x.com/wealthmatica/status/2020308739778281719)  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](https://x.com/wealthmatica/status/2020455048640111049)  2026-02-08T11:09Z 13.5K followers, [---] engagements


"@DariuszD20 @KabraxFX It wont kill $ZETA"  
[X Link](https://x.com/wealthmatica/status/2020471487472263281)  2026-02-08T12:15Z 13.5K followers, [---] engagements


"$SOFI Loan Platform Business did $3.7 billion of non-originated loans last quarter. Thats 49.3% of total LPB. I believe the secret sauce is $PGY. $SOFI has core lending partnerships with - Blue Owl - Edge Focus - Fortress Investment AND a partnership with Pagaya Tech"  
[X Link](https://x.com/wealthmatica/status/2020478972610363436)  2026-02-08T12:45Z 13.4K followers, [----] 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](https://x.com/wealthmatica/status/2020484437297783083)  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](https://x.com/wealthmatica/status/2020502322003239020)  2026-02-08T14:17Z 13.5K followers, [---] engagements


"@meetblossomapp Yikes. Although $ORCL is tempting here"  
[X Link](https://x.com/wealthmatica/status/2020512949094527156)  2026-02-08T15:00Z 13.5K followers, [----] engagements


"@xhchc247 Doesnt replace $FICO whole different lane"  
[X Link](https://x.com/wealthmatica/status/2020530260651995284)  2026-02-08T16:08Z 13.5K followers, [---] engagements


"@Davis_C15 You and me both"  
[X Link](https://x.com/wealthmatica/status/2020537138186457136)  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](https://x.com/wealthmatica/status/2020555716172345542)  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](https://x.com/wealthmatica/status/2020563935536037899)  2026-02-08T18:22Z 13.5K followers, [----] engagements


"@WheelieInvestor Thank you man I appreciate you. Great substack by the way. And I mean that"  
[X Link](https://x.com/wealthmatica/status/2020586230484967462)  2026-02-08T19:51Z 13.5K followers, [---] engagements


"@DazePhilipp Wont argue with that but $PLTR doesnt do MarTech"  
[X Link](https://x.com/wealthmatica/status/2020664512408359027)  2026-02-09T01:02Z 13.5K followers, [---] engagements


"@FindleysFinance Monetization strategies are very similar thats the business comparison - thats all"  
[X Link](https://x.com/wealthmatica/status/2020826405156913249)  2026-02-09T11:45Z 13.5K followers, [--] 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](https://x.com/wealthmatica/status/2020837059246891112)  2026-02-09T12:27Z 13.6K followers, 10.1K engagements


"Trimmed $GOOGL today. Added to my $META position"  
[X Link](https://x.com/wealthmatica/status/2020967668136992974)  2026-02-09T21:06Z 13.6K followers, [----] engagements


"@mvcinvesting Great acquisition"  
[X Link](https://x.com/wealthmatica/status/2021231530845024633)  2026-02-10T14:35Z 13.6K 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](https://x.com/wealthmatica/status/2021963844835586174)  2026-02-12T15:05Z 13.6K followers, [---] engagements


"AWS CEO said: Today by all estimates less than 20% of workloads are on the cloud. Were in an AI super-cycle. The fact that $AMZN is guiding for $200b of CapEx spending and has $240b in backlog Demand is ridiculous. $AMZN "We will be capacity constrained for the next couple of years. We will sell every single server and every single bit. We will wish that we had more." Matt Garman AWS CEO $AMZN https://t.co/LZU9C5XTHW "We will be capacity constrained for the next couple of years. We will sell every single server and every single bit. We will wish that we had more." Matt Garman AWS CEO $AMZN"  
[X Link](https://x.com/wealthmatica/status/2022451786049564861)  2026-02-13T23:24Z 13.7K followers, [----] engagements


"Interesting. Both $NBIS & $PATH are carrying a +13% short float"  
[X Link](https://x.com/wealthmatica/status/2019924070356381822)  2026-02-07T00:00Z 13.7K followers, 26.3K engagements


"$BN Brookfield just reported Q4 [---] earnings Total DE: $5.39b (+10.7% YoY) Wealth Solutions: - Distributable Earnings: $1.7b (+24% YoY) Asset Management: - Fee-Related Earnings: $3.0b (+22% YoY) $BN Intrinsic value per share at approximately $68"  
[X Link](https://x.com/wealthmatica/status/2021928775663943787)  2026-02-12T12:46Z 13.7K followers, 20.1K engagements


"We've seen this story before. This is a company with a FCF margin of just 12%. Fast forward to [----] a FCF margin of +20% - just imagine how ATTRACTIVE this chart will be. $ZETA"  
[X Link](https://x.com/wealthmatica/status/2021955731902071051)  2026-02-12T14:33Z 13.7K followers, [----] engagements


"@TacticzH Yeah just the SaaS sell off hitting $ZETA. Baby is gone out the window. Still in free fall 😂"  
[X Link](https://x.com/wealthmatica/status/2022300496816443852)  2026-02-13T13:23Z 13.7K followers, [---] engagements


"@foliotrail The tick is that $APP owns the market place to bid for ads"  
[X Link](https://x.com/wealthmatica/status/2022318501378048076)  2026-02-13T14:34Z 13.7K followers, [---] engagements


"@ManuInvests Just imagine what that would look like A 20% Top-line $AMZN"  
[X Link](https://x.com/wealthmatica/status/2022468452276146583)  2026-02-14T00:30Z 13.7K 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](https://x.com/wealthmatica/status/1962884291165086100)  2025-09-02T14:24Z 13.7K followers, [----] engagements


"Let's look past the SaaS madness. [----] success = Agentic AI platforms. - MarTech: 19.9% CAGR - IPA market: 22.6% CAGR These two companies LEAD innovation within their industries. Im confident in $ZETA and $PATH"  
[X Link](https://x.com/wealthmatica/status/2020101484671881286)  2026-02-07T11:45Z 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](https://x.com/wealthmatica/status/2021701968054333563)  2026-02-11T21:44Z 13.7K followers, 12.1K 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](https://x.com/wealthmatica/status/2021717316883689886)  2026-02-11T22:45Z 13.7K followers, [----] engagements


"$BN spent over $1 billion to repurchase [--] million $BN common shares at a weighted average price per share of $35.96. HOLY SMOKES"  
[X Link](https://x.com/wealthmatica/status/2021928778554126673)  2026-02-12T12:46Z 13.7K followers, [----] engagements


"I vibe-coded $UBER bro trust me. Short that sh*t. $UBER Stock: -16%"  
[X Link](https://x.com/wealthmatica/status/2022042168727392561)  2026-02-12T20:16Z 13.7K followers, 60.2K engagements


"@WideMoatCzar Im thinking I vibe code $FICO"  
[X Link](https://x.com/wealthmatica/status/2022402444337254681)  2026-02-13T20:08Z 13.7K followers, [---] engagements


"Today by all estimates less than 20% of workloads are on the cloud. Matt Garman AWS CEO $AMZN"  
[X Link](https://x.com/wealthmatica/status/2022470134397284411)  2026-02-14T00:37Z 13.7K followers, [----] engagements


"My $ZETA thesis in one image. Fast forward 3-5 years how are you not bullish $ZETA"  
[X Link](https://x.com/wealthmatica/status/2021207525006127107)  2026-02-10T13:00Z 13.7K followers, 21.9K engagements


"SaaS stupidity This company is so FREAKING cheap. Wow it makes no sense at all. $ZETA: $14.80/share"  
[X Link](https://x.com/wealthmatica/status/2021987435165757669)  2026-02-12T16:39Z 13.7K followers, 84.2K engagements


"Guess what. I added more $ZETA today. Added +8% at $14.75/share. We're looking at a stock that has been thrown out with the bath water: - P/S = 3.0x - FWD P/E = 15x - Revenue = +34% YoY It's 1/4 of my portfolio. This is going to work or I am going down with the ship"  
[X Link](https://x.com/wealthmatica/status/2022074163058683983)  2026-02-12T22:23Z 13.7K followers, 21.8K engagements


"We're not even in a market "correction" yet. $NVDA down -11.9% $GOOG down -11.6% $MSFT down -27.6% $AMZN down -22.8% $ORCL down -54.7% $NFLX down -43.4% $PLTR down -37.7% $SPY down -2.49% $QQQ down -5.85%"  
[X Link](https://x.com/wealthmatica/status/2022296616489656584)  2026-02-13T13:07Z 13.7K followers, 13.9K engagements


"Holy smokes BULLISH $AMZN. Even with all of this investment my best estimate is that we will be capacity constrained for the next couple of years. We will sell EVERY SINGLE server and every single bit and we will wish that we had more Matt Garman AWS CEO $AMZN JUST IN: AWS CEO on AI CapEx spend were thinking about how do we have enough capacity for [----] but also much of this is building capacity for [----] and even [----]. Matt Garmann AWS CEO $AMZN https://t.co/B1IriJKBHx JUST IN: AWS CEO on AI CapEx spend were thinking about how do we have enough capacity for [----] but also much of this is"  
[X Link](https://x.com/wealthmatica/status/2022321770062070069)  2026-02-13T14:47Z 13.7K followers, 292.1K engagements


"Ha watch out Dara. I am coming for your bag. #vibecoding $UBER I vibe-coded $UBER bro trust me. Short that sh*t. $UBER Stock: -16% https://t.co/i4OJpjab4I I vibe-coded $UBER bro trust me. Short that sh*t. $UBER Stock: -16% https://t.co/i4OJpjab4I"  
[X Link](https://x.com/wealthmatica/status/2022375951946973490)  2026-02-13T18:22Z 13.7K followers, [----] engagements


"Update. Welcome to RideNow"  
[X Link](https://x.com/wealthmatica/status/2022387978023375077)  2026-02-13T19:10Z 13.7K followers, 11.5K engagements


"Daily $ZETA Fact: They have an impressive MOAT. To put it simply $ZETA says "I know exactly who this is; it's John Smith he's currently [--] and shopping for a blue F-150 Super Duty [----] truck oh and he has a [---] credit score. Competition says "I don't know who this is but this device or devices behaves exactly like someone who is about to download a puzzle game or buy a pair of sneakers." Good luck competition. $ADBE $CRM $TTD $ORCL $HUBS $BRZE https://twitter.com/i/web/status/2022419771237818517 https://twitter.com/i/web/status/2022419771237818517"  
[X Link](https://x.com/wealthmatica/status/2022419771237818517)  2026-02-13T21:17Z 13.7K followers, [----] engagements


"I believe X content creation is the strongest vector for growth in [----]. Heres my analytics and audience from the last [--] weeks - USA: 39% - Canada: 9.5% - Germany 6.9%"  
[X Link](https://x.com/wealthmatica/status/2022474965451444544)  2026-02-14T00:56Z 13.7K followers, [----] engagements


"A lot of stocks are overpriced right now I'd argue these are not. FOUR undervalued AI stocks that are a must watch for 2026: [--]. $NBIS - Nebius Group - AI Datacloud + AI Platform"  
[X Link](https://x.com/wealthmatica/status/2002718267081892062)  2025-12-21T12:30Z 13.7K followers, 136.2K engagements


"Wow. $UBER has trip coverage of roughly 95% of the US population. Network MOAT"  
[X Link](https://x.com/wealthmatica/status/2019036212179435676)  2026-02-04T13:11Z 13.7K 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](https://x.com/wealthmatica/status/2019485807489208693)  2026-02-05T18:58Z 13.7K followers, [----] engagements


"AI will not kill all SaaS. AI will especially not kill $ZETA. DATA is the ultimate MOAT"  
[X Link](https://x.com/wealthmatica/status/2020255206890700811)  2026-02-07T21:55Z 13.7K followers, 10.8K engagements


""But but AI is going to destroy $ZETA." Average Account Value: 15% CAGR $ZETA"  
[X Link](https://x.com/wealthmatica/status/2020830047230165123)  2026-02-09T12:00Z 13.7K followers, 10.7K engagements


"I wanted to reply to this video and say GREAT job covering $ZETA at a very top-level. Much respect @howtoinvest_jb. However I do have a rebuttal for the bear scenario regarding $META. Ultimately I think it comes down to a misconception regarding ad-activation and how to delineate that function between rivals. First I want to establish this baseline: [--]. $ZETA Global: - Unified platform. - True-omnichannel. - Agnostic (not a walled-garden). - Owned & Paid activation channels. - Massive 1st-party intent data MOAT. - Developing a LARGE SKU data MOAT. [--]. $META $GOOGL $AMZN - Unified platform. -"  
[X Link](https://x.com/wealthmatica/status/2021557619022877072)  2026-02-11T12:11Z 13.7K followers, 12.6K 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](https://x.com/wealthmatica/status/2021919657792561248)  2026-02-12T12:09Z 13.7K followers, [----] engagements


"AI narrative has obliterated Software this year. $CRM 13.8x P/FCF $HUBS 17.2x P/FCF $NOW 22.8x P/FCF $ADBE 10.9x P/FCF Call your "SaaS bro" make sure he's OK"  
[X Link](https://x.com/wealthmatica/status/2021970047456227740)  2026-02-12T15:30Z 13.7K followers, [----] engagements


"@qualtrim I think I rather own $NFLX at these levels than $SPOT"  
[X Link](https://x.com/wealthmatica/status/2022071936134918588)  2026-02-12T22:14Z 13.7K followers, [----] engagements


"@J4n_Kuzni4r @TheLongInvest No"  
[X Link](https://x.com/wealthmatica/status/2022386415821353172)  2026-02-13T19:04Z 13.7K followers, [--] engagements


"@Mindset4Money_X @QualityInvest5 $5/share series C"  
[X Link](https://x.com/wealthmatica/status/2022400695723581755)  2026-02-13T20:01Z 13.7K followers, [---] engagements


"Palomar is a Free Cash Flow machine. - EPS: +50% CAGR - Revenue: +50% CAGR - FCF/share: +88% CAGR - Profit Margin: +22% 👈 - Cash: $1.19 billion USD - Market Cap: $3 billion USD - P/E ratio: 19x - FWD P/E ratio: 14x How are you not interested $PLMR 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://t.co/gLczJDphDO https://t.co/i4KEZTV1NH Palomar Holdings $PLMR Stock Analysis 📝 My 30-page"  
[X Link](https://x.com/wealthmatica/status/1982077184719122757)  2025-10-25T13:30Z 13.7K followers, 25.1K 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](https://x.com/wealthmatica/status/2007809864026710313)  2026-01-04T13:42Z 13.7K followers, [----] engagements


"Im looking at a NEW small-cap stock. Its VERY cheap - FWD P/E 14.8x - P/FCF 12.5x (SBC factored) - Revenue Growth +30% YoY - 2Y TTM FCF Growth +700% I consider this specific company more attractive than $HIMS & $DUOL. Substack coming soon"  
[X Link](https://x.com/wealthmatica/status/2012140127989256214)  2026-01-16T12:29Z 13.7K followers, 35.2K 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](https://x.com/wealthmatica/status/2013962087471411422)  2026-01-21T13:09Z 13.6K followers, 18.9K engagements


"Here are [--] high-quality compounding machines with 20% revenue growth. Guess what they're on SALE right now [--]. $DUOL Duolingo: -75.40% - P/FCF: 17.62x - FWD P/E: 30.5x - Revenue: 41.08% YoY"  
[X Link](https://x.com/wealthmatica/status/2017590729111921045)  2026-01-31T13:28Z 13.7K followers, 91.3K engagements


"2. $NFLX Netflix Inc: -37.75% - P/FCF: 37.2x - FWD P/E: 26.6x - Revenue: 17.61% YoY"  
[X Link](https://x.com/wealthmatica/status/2017590731863478442)  2026-01-31T13:28Z 13.7K followers, 12.6K engagements


"5. $MSFT Microsoft Corp: -22.53% - P/S: 10.4x - FWD P/E: 24.5x - Revenue: 16.72%"  
[X Link](https://x.com/wealthmatica/status/2017590739606085952)  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](https://x.com/wealthmatica/status/2017590742131089693)  2026-01-31T13:28Z 13.7K followers, 10.7K engagements


"8. $CSU Constellation Software: -52.59% - P/FCF: 14.8x - FWD P/E: 22.6x - Revenue: 15.11% YoY"  
[X Link](https://x.com/wealthmatica/status/2017590747810103689)  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](https://x.com/wealthmatica/status/2017590750351860206)  2026-01-31T13:28Z 13.6K followers, 10.9K 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](https://x.com/wealthmatica/status/2017702791913844981)  2026-01-31T20:53Z 13.6K followers, 13.1K 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](https://x.com/wealthmatica/status/2017941940663197800)  2026-02-01T12:43Z 13.7K followers, 17.5K engagements


"2) $PGY Pagaya Technologies Deal: $19.39/share - AI loan approval highway + 1P database. - Tollbooth revenue engine"  
[X Link](https://x.com/wealthmatica/status/2017941943490134373)  2026-02-01T12:43Z 13.7K followers, [----] engagements


"3) $PATH UiPath Inc. Deal: $12.59/share - AI orchestration platform. - 1P data training"  
[X Link](https://x.com/wealthmatica/status/2017941945633440224)  2026-02-01T12:43Z 13.7K 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](https://x.com/wealthmatica/status/2017954472584962440)  2026-02-01T13:33Z 13.6K followers, 26.9K 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](https://x.com/wealthmatica/status/2018052037183689065)  2026-02-01T20:01Z 13.7K followers, [----] engagements

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