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[@wealthmatica](/creator/twitter/wealthmatica)
"@Ashton_1nvests OH Hello $ZETA someone liked the report ๐Ÿ˜‰"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944945744181649579) 2025-07-15 02:22:55 UTC 1980 followers, XXX engagements


"$CRM will be an Agentic super-platform undervalued"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943787207157764315) 2025-07-11 21:39:18 UTC 2002 followers, XXX engagements


"2) Salesforce Unlocking the Agentforce $CRM is leveraging Data Cloud and Agentforce XXX to deliver an Agentic Ecosystem. While the stock price has faced headwinds $CRM's FCF/share growth remains excellent fuelling their shift toward sophisticated AI-first platforms. ๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943987820365775356) 2025-07-12 10:56:28 UTC 1981 followers, XXX engagements


"Who is waiting for the Saturday weekly $FUBO Youtube update video by @StockResearchWk ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943770924832240051) 2025-07-11 20:34:36 UTC 1996 followers, 2705 engagements


"@PronkDaniel Hey man Ive been there. ๐Ÿ˜‚ Ever find yourself thinking about an earnings call and the context of which they were discussing a specific subject then question your outlook and just end up delist being to an entire call for a third time ๐Ÿ˜…"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945250660343062852) 2025-07-15 22:34:33 UTC 1996 followers, XX engagements


"@MMoney642 I think $OKTA is a wonderful play on Agentic AI IAM verification. Everyone will need it for their agents"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942673559937020309) 2025-07-08 19:54:04 UTC 1999 followers, XXX engagements


"$ZETA SBC concerns Lets chat In addition to aggressively buying back shares we have also decided to significantly reduce dilution and stock-based compensation. As such we're introducing a new guidance item this quarter stock-based compensation expense (1/4)๐Ÿงต"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942188544585609426) 2025-07-07 11:46:47 UTC 1988 followers, 2824 engagements


"All people are talking about are: - $RKLB - $ZETA - $IREN - $LMND I dont know which is more popular for retail ๐Ÿ˜‚"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945863117696590137) 2025-07-17 15:08:14 UTC 2004 followers, XXX engagements


"@TacticzH @gainify_io Yes yes it is happy to add $BN"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945140095226359855) 2025-07-15 15:15:12 UTC 1981 followers, XXX engagements


"Brookfield is an asset-management titian A decade of $BN growth โž” Total assets up โž” Book value per share rising โž” Stock price trends reveal valuation shifts Aligning market sentiment with fundamentals helps identify long term value of this asset-heavy behemoth @gainify_io"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945124941818474917) 2025-07-15 14:14:59 UTC 2002 followers, 1351 engagements


"We're at $SPY ATHs and we're still seeing $NVDA and $AMD get a bid by the market. Looking forward which semiconductor stock are you adding to your portfolio in 2025 Will $AMD begin to outpace $NVDA in FCF/share"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945149806583669216) 2025-07-15 15:53:47 UTC 1990 followers, XXX engagements


"Holy $BN someone call Pronk. @PronkDaniel"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945976402190176705) 2025-07-17 22:38:23 UTC 2004 followers, 1412 engagements


"Ive been doing some DD on the Davoodi v. Zeta Global securities case. It's important to me as a $ZETA shareholder. There's been a lot of speculation but not much clarity. Heres the real status of the lawsuit right now based on court records and SEC filings. ๐Ÿงต๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943998186822979603) 2025-07-12 11:37:40 UTC 2002 followers, 13.3K engagements


"Expanding on $ZETA SBC forecasts: for 2025 we expect our normal core share count dilution to be X% to X% and for 2026 we expect to improve further to X% to 4%. This is a significant reduction from XX% total dilution in 2024 (2/4)"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942188547987153362) 2025-07-07 11:46:48 UTC 1988 followers, XXX engagements


"@MMoney642 Whats your thoughts on that $ZETA position Are you building it still or just a speculative single digit hold"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945984140827836489) 2025-07-17 23:09:08 UTC 2004 followers, 1412 engagements


"Doing DD on some new names along the AI Value Chain this weekend: ๐Ÿ‘‡ - $ACMR - $PATH - $IOT - $SYM - $MVST - $TENB - $S - $ANSYS Ill let you know what I think in a couple days. ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1941493153498005844) 2025-07-05 13:43:33 UTC 2001 followers, 1322 engagements


"Wonderful thread here. Id like to bring some attention to $BN (Brookfield). MM highlights some data that doesnt necessarily get talked about enough"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942232136590958672) 2025-07-07 14:40:00 UTC 1981 followers, 1013 engagements


"Most top analysts have UPGRADED $SPOT (Spotify) to hit $800/share or more.๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945472292038779246) 2025-07-16 13:15:14 UTC 2003 followers, XXX engagements


"8) Knowing "why" is the North Star of personalization. $ZETA helps businesses understand what drives success igniting a personalization flywheel that transforms intelligence into action & accelerates growth. The results in compounding predictable growth. Enterprises NEED this"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859668410077384) 2025-07-17 14:54:31 UTC 2002 followers, XXX engagements


"Comparing $ZETA to it's peers it's clearly disconnected from the pack based on a P/E multiple. Interesting.๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946157799060169204) 2025-07-18 10:39:11 UTC 2004 followers, 1112 engagements


"$GOOGL is obviously trading significantly lower than it's peers but it's also quite below the $SPY average P/E. I'm personally bullish $GOOG long-term. What are your thoughts is $GOOG a dying company ๐Ÿ˜…"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946163468387676257) 2025-07-18 11:01:43 UTC 2004 followers, XXX engagements


"Trying to post a massive $ZETA thread right now but X is absolutely struggling to upload the videos. Apologies for the clunky thread upload"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945848458683818104) 2025-07-17 14:09:59 UTC 2002 followers, XXX engagements


"$ZETA has broken through the 150ma after-hours. ๐Ÿ‘€ 50ma: $XXXXX 150ma: $XXXXX 200ma: $XXXXX Closing just below the 150ma it'll be interesting to see if we break above FIRM tomorrow on volume. this is important to note. volume"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945979279755313249) 2025-07-17 22:49:49 UTC 2003 followers, 1116 engagements


"About one month ago I published this 18-page paper on $ZETA ๐Ÿ“„ Shortly after the stock took off I appreciate all the 2557 people who took the time to read it"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945422673334394929) 2025-07-16 09:58:04 UTC 1999 followers, 1586 engagements


"$GOOGL and $BN have signed the worlds largest clean hydro deal. This will make up to 3000MW to power U.S. data centers with 24/7 energy. Id call this a major milestone in the $GOOG AI and cloud infrastructure arms race"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945152502942384473) 2025-07-15 16:04:30 UTC 1990 followers, 1402 engagements


"7) Unpacking $ZETA's intent score this is where it gets technical. By leveraging comprehensive data to understand customer needs & detect early churn signals. X. Drive deep engagement. X. Boost LOYALTY. = Unlock measurable ROI. $ZETA is defining the future of marketing.๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859666132570514) 2025-07-17 14:54:31 UTC 2002 followers, XXX engagements


"I know a lot of people sidestep $ADBE because it has the optics of a 'slower grower' or a 'dying business'. I think they're wrong. $ADBE bolsters some awesome numbers for a large company and tailwinds: - 5yr Revenue CAGR: XXXX% - FCF Yield: X% - AI Tailwinds of Firefly"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945451540195500373) 2025-07-16 11:52:46 UTC 2002 followers, 1056 engagements


"What would you consider a FAIR entry point for $NFLX ๐Ÿค”๐Ÿ’ญ"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946012732022505819) 2025-07-18 01:02:45 UTC 2002 followers, XXX engagements


"4) Focusing on $ZETA's MOAT & growth vector: Who what where when why Personalization = Competitive Advantage. Enterprises excelling in personalization grow 2.5x faster. $ZETA's golden record & GenAI are transforming industries boosting NPS & revenue. This is how๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859657106350267) 2025-07-17 14:54:29 UTC 2002 followers, XXX engagements


"$ZETA investors do yourself a favour. Watch these videos. Seriously"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945587616197267889) 2025-07-16 20:53:29 UTC 2002 followers, 2475 engagements


"@Tech_Investor20 When does $ZETA come into frame. it should"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944944855337025580) 2025-07-15 02:19:23 UTC 1981 followers, XXX engagements


"$ZETA's Gross Profit expansion has been nothing but rapid.๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945849836244173101) 2025-07-17 14:15:27 UTC 2002 followers, XXX engagements


"2) $ZETA's Data Platform is uniquely valuable bridging Data Processing (CDP) & Data Control (Data Cloud). Unification = Actionable Intelligence It unlocks insights on existing consumers identifies best prospects & delivers relevant interactions driving maximum potential"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859651464986737) 2025-07-17 14:54:27 UTC 2002 followers, XXX engagements


"Several new analyst forecasts published on $GOOGL / $GOOG today: - Cantor Fitz: Maintained HOLD raised PT to $196/share - Needham: Maintained STRONG BUY raised PT to $210/share"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945474500788666578) 2025-07-16 13:24:00 UTC 2002 followers, 1533 engagements


"@alc2022 If youd like a jump start I have an 18-page paper I wrote on $ZETA about a month ago. ๐Ÿ“"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945648724098589036) 2025-07-17 00:56:18 UTC 1996 followers, 1467 engagements


"Let's talk AI. $GOOGL will be the go-to Agentic ecosystem. $AMZN will be the industrial robotics leader. $META MSL will drive AI experiences and apps. $HOOD drives AI investing innovations. $CRWD provides the AI cloud cyber security. $BN is building AI Infra"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946196298119483616) 2025-07-18 13:12:10 UTC 2004 followers, XXX engagements


"If $ADBE and $CRM hit or go under a 6x P/S ratio wow talk about opportunities"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945494884309422230) 2025-07-16 14:45:00 UTC 1997 followers, XXX engagements


"Here's one that's been on my AI shortlist for some time. $OKTA is a leader in IAM verification a core mechanism of user/AI Agent identify verification. As a result; $OKTA has been printing cash. FCF/share has absolutely exploded in the last few years. 5y FCF/share CAGR of 65%"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945529653264822631) 2025-07-16 17:03:10 UTC 2003 followers, XXX engagements


"@WalterA09213626 Nobody provides an End-2-end ecosystem akin to $ZETA from my research. Specialists in CDPs would be the trio including Imagino and Braze. $TTD is great for demand side ads. End-2-and systems that exist but are behind technologically: $CRM $ADBE $ORCL & $HUBS"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945527471866065188) 2025-07-16 16:54:30 UTC 1996 followers, XXX engagements


"Portfolio update half way through July Up XXXXX% YTD ๐ŸŸข Core holdings: $AMZN $HIMS $GOOGL $META $SPOT. Secondary: $HOOD $RKLB $ZETA $SOFI $CRWD $BN $SHOP $FUBO. - Ive scaled into $ZETA heavily the last XX days. - I have not sold anything Watching: $CRM & $ADBE"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945093754144088539) 2025-07-15 12:11:03 UTC 2004 followers, 7406 engagements


"3) The $ZETA Actionable Intelligence loop fuels growth literally. X. Data-driven AI ๐Ÿ”„ AI-driven data. X. Identifier identity signals. It's all about actionable identity the foundation for personalized marketing & $ZETA's competitive edge. This rolls into the AI thesis"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859653960708287) 2025-07-17 14:54:28 UTC 2002 followers, XXX engagements


"$BN is almost up XX% in the last month ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943332879141871940) 2025-07-10 15:33:58 UTC 1980 followers, XXX engagements


"@DividendNGrowth I absolutely loved this interview. Revealed A LOT about the man behind the name $ZETA"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945257468050722919) 2025-07-15 23:01:36 UTC 1996 followers, XXX engagements


"$BAC have just UPGRADED $RKLB (Rocket Lab) to $50/share They join Citigroup with the $XXXXX price target.๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945473011508785599) 2025-07-16 13:18:05 UTC 1999 followers, XXX engagements


"Looks like $WNDR.TO approved the acquisition by $HOOD. Canada is getting Robinhood sooner than they thought ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945985035389030497) 2025-07-17 23:12:41 UTC 2002 followers, XXX engagements


"Since Q4 2022 $FUBO has significantly grown their Gross Margin at quite the clip. Analysts estimate the avg streaming service Gross Margins in the 3040% range. That's about XXX years for $FUBO to reach XX% (around Q1/Q2 2027). ๐Ÿ‘ˆ @gainify_io"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945155252535033916) 2025-07-15 16:15:26 UTC 1996 followers, 1327 engagements


"Interesting movement from $AMD analysts. Goldman reiterates a HOLD rating at $XXX. HSBC issues an UPGRADE to a STRONG BUY at $XXX. Not sure about you but I am bullish AI inference. ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943326169027285140) 2025-07-10 15:07:18 UTC 1986 followers, 1154 engagements


"This part was specifically geat to hear ๐Ÿ‘‡ Part of the improvement will be driven by David Steve Gerber and myself not participating in the annual equity grant process in 2025 and instead we'll have our compensation tied to longer-term goals. (3/4)"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942188550713459090) 2025-07-07 11:46:49 UTC 1986 followers, XXX engagements


"$ZETA's growing revenues at a delightful rate. The company bolsters a 5yr CAGR of XX% (ttm). $ZETA's Valuations: FWD PE: XXXXX 2026 PE: XXXXX Price to Sales: XXXX MarTech Industry Avg (Top X public competitors): FWD PE: XXXX 2026 PE: XXXX Price to Sales: 7.08"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945270687838458316) 2025-07-15 23:54:08 UTC 2002 followers, 4193 engagements


"3) Adobe AI is Creative too $ADBE continues to dominate digital media with Firefly and AI-integrated Creative Cloud 2025. This innovation drives strong revenue and consistent FCF. $ADBE's core business is fundamentally healthy even as the stock trades lower and lower. ๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943987822534213988) 2025-07-12 10:56:29 UTC 1982 followers, XXX engagements


"Price tends to follow FCF over time. When a stock price detaches from it's fundamentals you have to ask yourself. Is this an opportunity staring me in the face $ZETA"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944725757768421523) 2025-07-14 11:48:46 UTC 2002 followers, 3292 engagements


"@therealzarie That $META news about Prometheus is VERY bullish for $AMD and $NVDA"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944785417041072560) 2025-07-14 15:45:50 UTC 1971 followers, XXX engagements


"Currently trading at a SBC Adj. Free Cash Flow Yield of XXXX% $CRM looks like a potential opportunity in my eyes. - Agentic Applications - AI Sales Agents - Tailwinds of these new Revenue vectors FCF/share (adjusted for SBC) is an absolute rocket very attractive chart"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942179101973913625) 2025-07-07 11:09:16 UTC 1981 followers, 1026 engagements


"Cantor Fitzgerald maintains their buy rating of $AMZN but UPGRADES target to $260/share today July 16th.๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945473725870063810) 2025-07-16 13:20:56 UTC 2002 followers, 1730 engagements


"2) So what's $ZETA's stance They "deny all allegations" and say the claims are "without merit". No hearings are scheduled. No procedural calendar is public. Anyone saying the case will be dismissed by Q3/Q4 is just speculating timelines nothings confirmed"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943998197837574220) 2025-07-12 11:37:42 UTC 1982 followers, XXX engagements


"@therealzarie Sub $XXX is a great entry in my opinion. That boxed pullback window youve highlight is spot on ๐Ÿ‘€ $ELF"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945493975638446508) 2025-07-16 14:41:23 UTC 1992 followers, XXX engagements


"All time highs for the year ๐Ÿ‘€ $AMZN $HIMS $GOOGL $HIMS $META Now compose my top five holdings"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945900543731232886) 2025-07-17 17:36:57 UTC 2002 followers, 1525 engagements


"Possibility 3: Early Settlement Talks. maybe Sometimes long gaps like this hint at private negotiations. No confirmation this is happening. I outline $ZETA's position below but this is one scenario that fits the radio silence. Still speculative obviously"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943998195660358131) 2025-07-12 11:37:42 UTC 1982 followers, XXX engagements


"$NOW just broke down below the 200ma again Every time ServiceNow has popped below this line in the last X years it's been a great buying opportunity. Whatcha think Are you interesting in this compounder"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943325397447303340) 2025-07-10 15:04:14 UTC 1992 followers, 1863 engagements


"I've had $DUOL on my watchlist for about X months now. Considered an entry during the tariff dip but I paused. I've been tracking FCF/share v. Stock Price I find this chart. interesting to say the least. What are you thinking is Duolingo an opportunity at these levels๐Ÿค”"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944767403138679008) 2025-07-14 14:34:15 UTC 1999 followers, 1858 engagements


"@WordBroWord Use to be Amazon at XX% but other positions have literally skyrocketed. $RKLB $HOOD $SOFI $HIMS"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945788193984405773) 2025-07-17 10:10:31 UTC 1992 followers, XXX engagements


"@DividendNGrowth Indeed I have Posted this couple weeks back ๐Ÿ‘€ Investors could learn A LOT from this single interview"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945521081491800323) 2025-07-16 16:29:06 UTC 1999 followers, XX engagements


"Fact: XX% of Fortune XXX companies are $ZETA clients"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946008370026328174) 2025-07-18 00:45:25 UTC 2004 followers, 1457 engagements


"@bdinvestingg I still think youre missing out on $ZETA - 5yr revenue CAGR of XX% - FWD PE of 19x - PS of 3x Should give it a second look. ๐Ÿ‘€"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945297081268101380) 2025-07-16 01:39:00 UTC 1997 followers, XXX engagements


"$ZETA's mission: Accelerate brand growth Lets roll into the thesis. Data Intelligence Impact How does $ZETA take data and turn it into a powerful engine for growth Lets learn together. Ive put together this thread for YOU.๐Ÿ‘‡ (1/8)๐Ÿงต"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859648914936284) 2025-07-17 14:54:27 UTC 2004 followers, 3055 engagements


"Check out the size of this data center. ๐Ÿ‘€ $META"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944854335210577976) 2025-07-14 20:19:41 UTC 1992 followers, XXX engagements


"@PeuterToon For $FUBO I would think it's likely at this point. This admin is open to business it seems"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945150111991967906) 2025-07-15 15:55:00 UTC 1990 followers, XXX engagements


"Zeta Global $ZETA Stock Analysis Report ๐Ÿ“ As promised my 18-page analysis & personal thesis on $ZETA Global. I believe this company is a striking opportunity Hardware Cloud LLMs Agentic Solutions Automation ๐Ÿ”— View Here: ๐Ÿ‘ˆ"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1936386130603311508) 2025-06-21 11:30:04 UTC 2002 followers, 74.1K engagements


"Here's a quick overview of $ZETA's ownership disposition What are your thoughts"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942905698590843385) 2025-07-09 11:16:30 UTC 2000 followers, 3537 engagements


"Thats it FOR NOW. I plan on making more of these threads breaking down the technical aspects of $ZETA. Very time consuming. I want to get it right. Stay tuned Ill be sure to post more soon. ๐Ÿ”œ"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859670486167668) 2025-07-17 14:54:32 UTC 2002 followers, XXX engagements


"Price v. EPS is such a valuation metric. Along with $GOOGL and $CRM I would highly consider $ADBE as one of the most attractive blue-chip stocks on the market right now. Do you have $ADBE in your portfolio right now or are you planning to add it ๐Ÿ‘‡ (chart: @gainify_io)"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944784725941358626) 2025-07-14 15:43:05 UTC 2004 followers, 2477 engagements


"@mind1nvestor Whats next ๐Ÿ‘€ $BAC raise to $XX this morning"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945494151413252261) 2025-07-16 14:42:05 UTC 2001 followers, XXX engagements


"6) $ZETA is closing the personalization gap highlighted above. Driving higher win rates & expanding marketing use cases. $ZETA has a 50%+ RFP win rate. Theyre unlocking unimagined opportunities & deepening customer relationships. This is actually happening now"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859661967630606) 2025-07-17 14:54:30 UTC 2002 followers, XXX engagements


"Great read for anyone interested in $BN. ๐Ÿ˜ฎ๐Ÿ’จ"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944718045928120368) 2025-07-14 11:18:07 UTC 1980 followers, 1842 engagements


"Dev Kantesaria leads the pack this year with one of the best performing portfolios among super investors. I've always been a huge fan of Dev and his investment wide MOAT style. Some of his key holdings are $FICO $SPGI $MA $INTU $V $MCO. A true legend Source: @gainify_io๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944892478244438151) 2025-07-14 22:51:15 UTC 2002 followers, 1958 engagements


"@NewcomerInvest We so freaking back aren't we $BN"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945979386836009039) 2025-07-17 22:50:15 UTC 2002 followers, XXX engagements


"@Futurenvesting I would like to nominate: $ZETA I wrote this 18-pager about a month ago. I think you would enjoy it.๐Ÿ‘‡@Futurenvesting"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944867170514821319) 2025-07-14 21:10:41 UTC 1977 followers, 1012 engagements


"$SHOP getting a run today; spotted it building volume a few days ago. Happy I added $75US ($100CAD) earlier this year during the tariff dip"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945892280197345656) 2025-07-17 17:04:07 UTC 1999 followers, XXX engagements


"Weird day for $CRWD. Anyone know what happened in Cybersecurity today"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1943449817830822034) 2025-07-10 23:18:38 UTC 1985 followers, 1539 engagements


"$ZETA When OCF syncs with revenue: X. Core operations scale X. Fixed costs get absorbed X. Sales marketing & infrastructure costs dont outpace revenue. In SaaS businesses this signals nearing the "efficiency curve" where each $X revenue yields higher % cash flow"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944744095873659228) 2025-07-14 13:01:38 UTC 1992 followers, 3799 engagements


"Price Target UPGRADES rolling in for $META today and yesterday: - Cantor Fitzgerald: Maintained BUY PT $828/share - Canaccord Genuity: Maintained STRONG BUY PT $850/share - $BAC: Maintained STRONG BUY PT $775/share"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945475293587677433) 2025-07-16 13:27:09 UTC 2000 followers, XXX engagements


"5) MarTech is difficult. Data is abundant but intelligence is not. XX% of data is new XX% of CMOs attributes data. This creates a huge personalization gap. XX% of consumers want personalized experiences but only XX% of companies get it right. $ZETA is the solution๐Ÿ‘‡"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1945859659530658275) 2025-07-17 14:54:29 UTC 2002 followers, XXX engagements


"UPDATE: $ZETA filed for dismissal on July 11th this is a huge step towards this legal saga coming to a CLOSE"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1944093110847344824) 2025-07-12 17:54:51 UTC 2002 followers, 8719 engagements


"$ZETA's revenue projections look quite strong moving into 2027. - 5Y Revenue CAGR: XX% ttm - XX Consecutive Quarterly BEATs. Management is locked in to perform and bring results to shareholders. @gainify_io"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1946155759458193852) 2025-07-18 10:31:05 UTC 2004 followers, XXX engagements


"We recognize that stock-based compensation expense and dilution are important topics for our investors and we're taking significant steps to improve both. - Chris Greiner $ZETA CFO (4/4) (Source: Q1 XX earnings call)"  
![@wealthmatica Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1820052265945710593.png) [@wealthmatica](/creator/x/wealthmatica) on [X](/post/tweet/1942188557705400483) 2025-07-07 11:46:50 UTC 1986 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@wealthmatica "@Ashton_1nvests OH Hello $ZETA someone liked the report ๐Ÿ˜‰"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 02:22:55 UTC 1980 followers, XXX engagements

"$CRM will be an Agentic super-platform undervalued"
@wealthmatica Avatar @wealthmatica on X 2025-07-11 21:39:18 UTC 2002 followers, XXX engagements

"2) Salesforce Unlocking the Agentforce $CRM is leveraging Data Cloud and Agentforce XXX to deliver an Agentic Ecosystem. While the stock price has faced headwinds $CRM's FCF/share growth remains excellent fuelling their shift toward sophisticated AI-first platforms. ๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 10:56:28 UTC 1981 followers, XXX engagements

"Who is waiting for the Saturday weekly $FUBO Youtube update video by @StockResearchWk ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-11 20:34:36 UTC 1996 followers, 2705 engagements

"@PronkDaniel Hey man Ive been there. ๐Ÿ˜‚ Ever find yourself thinking about an earnings call and the context of which they were discussing a specific subject then question your outlook and just end up delist being to an entire call for a third time ๐Ÿ˜…"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 22:34:33 UTC 1996 followers, XX engagements

"@MMoney642 I think $OKTA is a wonderful play on Agentic AI IAM verification. Everyone will need it for their agents"
@wealthmatica Avatar @wealthmatica on X 2025-07-08 19:54:04 UTC 1999 followers, XXX engagements

"$ZETA SBC concerns Lets chat In addition to aggressively buying back shares we have also decided to significantly reduce dilution and stock-based compensation. As such we're introducing a new guidance item this quarter stock-based compensation expense (1/4)๐Ÿงต"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 11:46:47 UTC 1988 followers, 2824 engagements

"All people are talking about are: - $RKLB - $ZETA - $IREN - $LMND I dont know which is more popular for retail ๐Ÿ˜‚"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 15:08:14 UTC 2004 followers, XXX engagements

"@TacticzH @gainify_io Yes yes it is happy to add $BN"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 15:15:12 UTC 1981 followers, XXX engagements

"Brookfield is an asset-management titian A decade of $BN growth โž” Total assets up โž” Book value per share rising โž” Stock price trends reveal valuation shifts Aligning market sentiment with fundamentals helps identify long term value of this asset-heavy behemoth @gainify_io"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 14:14:59 UTC 2002 followers, 1351 engagements

"We're at $SPY ATHs and we're still seeing $NVDA and $AMD get a bid by the market. Looking forward which semiconductor stock are you adding to your portfolio in 2025 Will $AMD begin to outpace $NVDA in FCF/share"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 15:53:47 UTC 1990 followers, XXX engagements

"Holy $BN someone call Pronk. @PronkDaniel"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 22:38:23 UTC 2004 followers, 1412 engagements

"Ive been doing some DD on the Davoodi v. Zeta Global securities case. It's important to me as a $ZETA shareholder. There's been a lot of speculation but not much clarity. Heres the real status of the lawsuit right now based on court records and SEC filings. ๐Ÿงต๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 11:37:40 UTC 2002 followers, 13.3K engagements

"Expanding on $ZETA SBC forecasts: for 2025 we expect our normal core share count dilution to be X% to X% and for 2026 we expect to improve further to X% to 4%. This is a significant reduction from XX% total dilution in 2024 (2/4)"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 11:46:48 UTC 1988 followers, XXX engagements

"@MMoney642 Whats your thoughts on that $ZETA position Are you building it still or just a speculative single digit hold"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 23:09:08 UTC 2004 followers, 1412 engagements

"Doing DD on some new names along the AI Value Chain this weekend: ๐Ÿ‘‡ - $ACMR - $PATH - $IOT - $SYM - $MVST - $TENB - $S - $ANSYS Ill let you know what I think in a couple days. ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-05 13:43:33 UTC 2001 followers, 1322 engagements

"Wonderful thread here. Id like to bring some attention to $BN (Brookfield). MM highlights some data that doesnt necessarily get talked about enough"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 14:40:00 UTC 1981 followers, 1013 engagements

"Most top analysts have UPGRADED $SPOT (Spotify) to hit $800/share or more.๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 13:15:14 UTC 2003 followers, XXX engagements

"8) Knowing "why" is the North Star of personalization. $ZETA helps businesses understand what drives success igniting a personalization flywheel that transforms intelligence into action & accelerates growth. The results in compounding predictable growth. Enterprises NEED this"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:31 UTC 2002 followers, XXX engagements

"Comparing $ZETA to it's peers it's clearly disconnected from the pack based on a P/E multiple. Interesting.๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 10:39:11 UTC 2004 followers, 1112 engagements

"$GOOGL is obviously trading significantly lower than it's peers but it's also quite below the $SPY average P/E. I'm personally bullish $GOOG long-term. What are your thoughts is $GOOG a dying company ๐Ÿ˜…"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 11:01:43 UTC 2004 followers, XXX engagements

"Trying to post a massive $ZETA thread right now but X is absolutely struggling to upload the videos. Apologies for the clunky thread upload"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:09:59 UTC 2002 followers, XXX engagements

"$ZETA has broken through the 150ma after-hours. ๐Ÿ‘€ 50ma: $XXXXX 150ma: $XXXXX 200ma: $XXXXX Closing just below the 150ma it'll be interesting to see if we break above FIRM tomorrow on volume. this is important to note. volume"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 22:49:49 UTC 2003 followers, 1116 engagements

"About one month ago I published this 18-page paper on $ZETA ๐Ÿ“„ Shortly after the stock took off I appreciate all the 2557 people who took the time to read it"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 09:58:04 UTC 1999 followers, 1586 engagements

"$GOOGL and $BN have signed the worlds largest clean hydro deal. This will make up to 3000MW to power U.S. data centers with 24/7 energy. Id call this a major milestone in the $GOOG AI and cloud infrastructure arms race"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 16:04:30 UTC 1990 followers, 1402 engagements

"7) Unpacking $ZETA's intent score this is where it gets technical. By leveraging comprehensive data to understand customer needs & detect early churn signals. X. Drive deep engagement. X. Boost LOYALTY. = Unlock measurable ROI. $ZETA is defining the future of marketing.๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:31 UTC 2002 followers, XXX engagements

"I know a lot of people sidestep $ADBE because it has the optics of a 'slower grower' or a 'dying business'. I think they're wrong. $ADBE bolsters some awesome numbers for a large company and tailwinds: - 5yr Revenue CAGR: XXXX% - FCF Yield: X% - AI Tailwinds of Firefly"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 11:52:46 UTC 2002 followers, 1056 engagements

"What would you consider a FAIR entry point for $NFLX ๐Ÿค”๐Ÿ’ญ"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 01:02:45 UTC 2002 followers, XXX engagements

"4) Focusing on $ZETA's MOAT & growth vector: Who what where when why Personalization = Competitive Advantage. Enterprises excelling in personalization grow 2.5x faster. $ZETA's golden record & GenAI are transforming industries boosting NPS & revenue. This is how๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:29 UTC 2002 followers, XXX engagements

"$ZETA investors do yourself a favour. Watch these videos. Seriously"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 20:53:29 UTC 2002 followers, 2475 engagements

"@Tech_Investor20 When does $ZETA come into frame. it should"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 02:19:23 UTC 1981 followers, XXX engagements

"$ZETA's Gross Profit expansion has been nothing but rapid.๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:15:27 UTC 2002 followers, XXX engagements

"2) $ZETA's Data Platform is uniquely valuable bridging Data Processing (CDP) & Data Control (Data Cloud). Unification = Actionable Intelligence It unlocks insights on existing consumers identifies best prospects & delivers relevant interactions driving maximum potential"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:27 UTC 2002 followers, XXX engagements

"Several new analyst forecasts published on $GOOGL / $GOOG today: - Cantor Fitz: Maintained HOLD raised PT to $196/share - Needham: Maintained STRONG BUY raised PT to $210/share"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 13:24:00 UTC 2002 followers, 1533 engagements

"@alc2022 If youd like a jump start I have an 18-page paper I wrote on $ZETA about a month ago. ๐Ÿ“"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 00:56:18 UTC 1996 followers, 1467 engagements

"Let's talk AI. $GOOGL will be the go-to Agentic ecosystem. $AMZN will be the industrial robotics leader. $META MSL will drive AI experiences and apps. $HOOD drives AI investing innovations. $CRWD provides the AI cloud cyber security. $BN is building AI Infra"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 13:12:10 UTC 2004 followers, XXX engagements

"If $ADBE and $CRM hit or go under a 6x P/S ratio wow talk about opportunities"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 14:45:00 UTC 1997 followers, XXX engagements

"Here's one that's been on my AI shortlist for some time. $OKTA is a leader in IAM verification a core mechanism of user/AI Agent identify verification. As a result; $OKTA has been printing cash. FCF/share has absolutely exploded in the last few years. 5y FCF/share CAGR of 65%"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 17:03:10 UTC 2003 followers, XXX engagements

"@WalterA09213626 Nobody provides an End-2-end ecosystem akin to $ZETA from my research. Specialists in CDPs would be the trio including Imagino and Braze. $TTD is great for demand side ads. End-2-and systems that exist but are behind technologically: $CRM $ADBE $ORCL & $HUBS"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 16:54:30 UTC 1996 followers, XXX engagements

"Portfolio update half way through July Up XXXXX% YTD ๐ŸŸข Core holdings: $AMZN $HIMS $GOOGL $META $SPOT. Secondary: $HOOD $RKLB $ZETA $SOFI $CRWD $BN $SHOP $FUBO. - Ive scaled into $ZETA heavily the last XX days. - I have not sold anything Watching: $CRM & $ADBE"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 12:11:03 UTC 2004 followers, 7406 engagements

"3) The $ZETA Actionable Intelligence loop fuels growth literally. X. Data-driven AI ๐Ÿ”„ AI-driven data. X. Identifier identity signals. It's all about actionable identity the foundation for personalized marketing & $ZETA's competitive edge. This rolls into the AI thesis"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:28 UTC 2002 followers, XXX engagements

"$BN is almost up XX% in the last month ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-10 15:33:58 UTC 1980 followers, XXX engagements

"@DividendNGrowth I absolutely loved this interview. Revealed A LOT about the man behind the name $ZETA"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 23:01:36 UTC 1996 followers, XXX engagements

"$BAC have just UPGRADED $RKLB (Rocket Lab) to $50/share They join Citigroup with the $XXXXX price target.๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 13:18:05 UTC 1999 followers, XXX engagements

"Looks like $WNDR.TO approved the acquisition by $HOOD. Canada is getting Robinhood sooner than they thought ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 23:12:41 UTC 2002 followers, XXX engagements

"Since Q4 2022 $FUBO has significantly grown their Gross Margin at quite the clip. Analysts estimate the avg streaming service Gross Margins in the 3040% range. That's about XXX years for $FUBO to reach XX% (around Q1/Q2 2027). ๐Ÿ‘ˆ @gainify_io"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 16:15:26 UTC 1996 followers, 1327 engagements

"Interesting movement from $AMD analysts. Goldman reiterates a HOLD rating at $XXX. HSBC issues an UPGRADE to a STRONG BUY at $XXX. Not sure about you but I am bullish AI inference. ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-10 15:07:18 UTC 1986 followers, 1154 engagements

"This part was specifically geat to hear ๐Ÿ‘‡ Part of the improvement will be driven by David Steve Gerber and myself not participating in the annual equity grant process in 2025 and instead we'll have our compensation tied to longer-term goals. (3/4)"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 11:46:49 UTC 1986 followers, XXX engagements

"$ZETA's growing revenues at a delightful rate. The company bolsters a 5yr CAGR of XX% (ttm). $ZETA's Valuations: FWD PE: XXXXX 2026 PE: XXXXX Price to Sales: XXXX MarTech Industry Avg (Top X public competitors): FWD PE: XXXX 2026 PE: XXXX Price to Sales: 7.08"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 23:54:08 UTC 2002 followers, 4193 engagements

"3) Adobe AI is Creative too $ADBE continues to dominate digital media with Firefly and AI-integrated Creative Cloud 2025. This innovation drives strong revenue and consistent FCF. $ADBE's core business is fundamentally healthy even as the stock trades lower and lower. ๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 10:56:29 UTC 1982 followers, XXX engagements

"Price tends to follow FCF over time. When a stock price detaches from it's fundamentals you have to ask yourself. Is this an opportunity staring me in the face $ZETA"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 11:48:46 UTC 2002 followers, 3292 engagements

"@therealzarie That $META news about Prometheus is VERY bullish for $AMD and $NVDA"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 15:45:50 UTC 1971 followers, XXX engagements

"Currently trading at a SBC Adj. Free Cash Flow Yield of XXXX% $CRM looks like a potential opportunity in my eyes. - Agentic Applications - AI Sales Agents - Tailwinds of these new Revenue vectors FCF/share (adjusted for SBC) is an absolute rocket very attractive chart"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 11:09:16 UTC 1981 followers, 1026 engagements

"Cantor Fitzgerald maintains their buy rating of $AMZN but UPGRADES target to $260/share today July 16th.๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 13:20:56 UTC 2002 followers, 1730 engagements

"2) So what's $ZETA's stance They "deny all allegations" and say the claims are "without merit". No hearings are scheduled. No procedural calendar is public. Anyone saying the case will be dismissed by Q3/Q4 is just speculating timelines nothings confirmed"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 11:37:42 UTC 1982 followers, XXX engagements

"@therealzarie Sub $XXX is a great entry in my opinion. That boxed pullback window youve highlight is spot on ๐Ÿ‘€ $ELF"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 14:41:23 UTC 1992 followers, XXX engagements

"All time highs for the year ๐Ÿ‘€ $AMZN $HIMS $GOOGL $HIMS $META Now compose my top five holdings"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 17:36:57 UTC 2002 followers, 1525 engagements

"Possibility 3: Early Settlement Talks. maybe Sometimes long gaps like this hint at private negotiations. No confirmation this is happening. I outline $ZETA's position below but this is one scenario that fits the radio silence. Still speculative obviously"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 11:37:42 UTC 1982 followers, XXX engagements

"$NOW just broke down below the 200ma again Every time ServiceNow has popped below this line in the last X years it's been a great buying opportunity. Whatcha think Are you interesting in this compounder"
@wealthmatica Avatar @wealthmatica on X 2025-07-10 15:04:14 UTC 1992 followers, 1863 engagements

"I've had $DUOL on my watchlist for about X months now. Considered an entry during the tariff dip but I paused. I've been tracking FCF/share v. Stock Price I find this chart. interesting to say the least. What are you thinking is Duolingo an opportunity at these levels๐Ÿค”"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 14:34:15 UTC 1999 followers, 1858 engagements

"@WordBroWord Use to be Amazon at XX% but other positions have literally skyrocketed. $RKLB $HOOD $SOFI $HIMS"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 10:10:31 UTC 1992 followers, XXX engagements

"@DividendNGrowth Indeed I have Posted this couple weeks back ๐Ÿ‘€ Investors could learn A LOT from this single interview"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 16:29:06 UTC 1999 followers, XX engagements

"Fact: XX% of Fortune XXX companies are $ZETA clients"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 00:45:25 UTC 2004 followers, 1457 engagements

"@bdinvestingg I still think youre missing out on $ZETA - 5yr revenue CAGR of XX% - FWD PE of 19x - PS of 3x Should give it a second look. ๐Ÿ‘€"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 01:39:00 UTC 1997 followers, XXX engagements

"$ZETA's mission: Accelerate brand growth Lets roll into the thesis. Data Intelligence Impact How does $ZETA take data and turn it into a powerful engine for growth Lets learn together. Ive put together this thread for YOU.๐Ÿ‘‡ (1/8)๐Ÿงต"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:27 UTC 2004 followers, 3055 engagements

"Check out the size of this data center. ๐Ÿ‘€ $META"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 20:19:41 UTC 1992 followers, XXX engagements

"@PeuterToon For $FUBO I would think it's likely at this point. This admin is open to business it seems"
@wealthmatica Avatar @wealthmatica on X 2025-07-15 15:55:00 UTC 1990 followers, XXX engagements

"Zeta Global $ZETA Stock Analysis Report ๐Ÿ“ As promised my 18-page analysis & personal thesis on $ZETA Global. I believe this company is a striking opportunity Hardware Cloud LLMs Agentic Solutions Automation ๐Ÿ”— View Here: ๐Ÿ‘ˆ"
@wealthmatica Avatar @wealthmatica on X 2025-06-21 11:30:04 UTC 2002 followers, 74.1K engagements

"Here's a quick overview of $ZETA's ownership disposition What are your thoughts"
@wealthmatica Avatar @wealthmatica on X 2025-07-09 11:16:30 UTC 2000 followers, 3537 engagements

"Thats it FOR NOW. I plan on making more of these threads breaking down the technical aspects of $ZETA. Very time consuming. I want to get it right. Stay tuned Ill be sure to post more soon. ๐Ÿ”œ"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:32 UTC 2002 followers, XXX engagements

"Price v. EPS is such a valuation metric. Along with $GOOGL and $CRM I would highly consider $ADBE as one of the most attractive blue-chip stocks on the market right now. Do you have $ADBE in your portfolio right now or are you planning to add it ๐Ÿ‘‡ (chart: @gainify_io)"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 15:43:05 UTC 2004 followers, 2477 engagements

"@mind1nvestor Whats next ๐Ÿ‘€ $BAC raise to $XX this morning"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 14:42:05 UTC 2001 followers, XXX engagements

"6) $ZETA is closing the personalization gap highlighted above. Driving higher win rates & expanding marketing use cases. $ZETA has a 50%+ RFP win rate. Theyre unlocking unimagined opportunities & deepening customer relationships. This is actually happening now"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:30 UTC 2002 followers, XXX engagements

"Great read for anyone interested in $BN. ๐Ÿ˜ฎ๐Ÿ’จ"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 11:18:07 UTC 1980 followers, 1842 engagements

"Dev Kantesaria leads the pack this year with one of the best performing portfolios among super investors. I've always been a huge fan of Dev and his investment wide MOAT style. Some of his key holdings are $FICO $SPGI $MA $INTU $V $MCO. A true legend Source: @gainify_io๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 22:51:15 UTC 2002 followers, 1958 engagements

"@NewcomerInvest We so freaking back aren't we $BN"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 22:50:15 UTC 2002 followers, XXX engagements

"@Futurenvesting I would like to nominate: $ZETA I wrote this 18-pager about a month ago. I think you would enjoy it.๐Ÿ‘‡@Futurenvesting"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 21:10:41 UTC 1977 followers, 1012 engagements

"$SHOP getting a run today; spotted it building volume a few days ago. Happy I added $75US ($100CAD) earlier this year during the tariff dip"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 17:04:07 UTC 1999 followers, XXX engagements

"Weird day for $CRWD. Anyone know what happened in Cybersecurity today"
@wealthmatica Avatar @wealthmatica on X 2025-07-10 23:18:38 UTC 1985 followers, 1539 engagements

"$ZETA When OCF syncs with revenue: X. Core operations scale X. Fixed costs get absorbed X. Sales marketing & infrastructure costs dont outpace revenue. In SaaS businesses this signals nearing the "efficiency curve" where each $X revenue yields higher % cash flow"
@wealthmatica Avatar @wealthmatica on X 2025-07-14 13:01:38 UTC 1992 followers, 3799 engagements

"Price Target UPGRADES rolling in for $META today and yesterday: - Cantor Fitzgerald: Maintained BUY PT $828/share - Canaccord Genuity: Maintained STRONG BUY PT $850/share - $BAC: Maintained STRONG BUY PT $775/share"
@wealthmatica Avatar @wealthmatica on X 2025-07-16 13:27:09 UTC 2000 followers, XXX engagements

"5) MarTech is difficult. Data is abundant but intelligence is not. XX% of data is new XX% of CMOs attributes data. This creates a huge personalization gap. XX% of consumers want personalized experiences but only XX% of companies get it right. $ZETA is the solution๐Ÿ‘‡"
@wealthmatica Avatar @wealthmatica on X 2025-07-17 14:54:29 UTC 2002 followers, XXX engagements

"UPDATE: $ZETA filed for dismissal on July 11th this is a huge step towards this legal saga coming to a CLOSE"
@wealthmatica Avatar @wealthmatica on X 2025-07-12 17:54:51 UTC 2002 followers, 8719 engagements

"$ZETA's revenue projections look quite strong moving into 2027. - 5Y Revenue CAGR: XX% ttm - XX Consecutive Quarterly BEATs. Management is locked in to perform and bring results to shareholders. @gainify_io"
@wealthmatica Avatar @wealthmatica on X 2025-07-18 10:31:05 UTC 2004 followers, XXX engagements

"We recognize that stock-based compensation expense and dilution are important topics for our investors and we're taking significant steps to improve both. - Chris Greiner $ZETA CFO (4/4) (Source: Q1 XX earnings call)"
@wealthmatica Avatar @wealthmatica on X 2025-07-07 11:46:50 UTC 1986 followers, XXX engagements

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