[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.] [@TheFundofX](/creator/twitter/TheFundofX) "Theyre not profitable on a GAAP basis yet. But thats improving too. Q1 2025 net loss was $6.3M down from $20M+ in early 2023. Operating leverage is visible. Adj. EBITDA was $37.2M in Q1 - up XX% YoY"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219975850070514) 2025-07-21 08:59:54 UTC XX followers, XX engagements "WE NEED ANSWERS @amitisinvesting AH $GRAB"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947395437968970045) 2025-07-21 20:37:07 UTC XX followers, XXX engagements "Theres a new name climbing up my watchlist fast. Not one Ive entered yet - but $ZETA is likely to be my next position. Ive spent a good chunk of time this week digging through the financials the story and the roadmap. Heres what Ive found 🧵"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219968312909999) 2025-07-21 08:59:52 UTC XX followers, XXX engagements "Theres been a few accounts that lead me to $ZETA. But Im pretty sure my first introduction came from @MrMikeInvesting. This stock is the front runner of stocks found on X that will be added to my portfolio"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947232178808721919) 2025-07-21 09:48:23 UTC XX followers, XXX engagements "@Mr_Derivatives Made around XXX% on $FUBO before the Disney announcement. Took my profits and ran. Interesting seeing the attention around the company resurface. Could be time for another go"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947314269306978425) 2025-07-21 15:14:35 UTC XX followers, XXX engagements "Zetas biggest bull case They arent just another SaaS platform - they run an integrated operating system with customer acquisition baked in. Clients are seeing real ROAS and lifecycle marketing results. Retention is strong: NRR hovers around 120%+"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219977360081178) 2025-07-21 08:59:54 UTC XX followers, XX engagements "Ownership structure Founder David Steinberg still owns over XX% of the business. Apollo Global owns 23%. Insiders & strategic holders control XX% thats rare alignment. Float is relatively low"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219980245721581) 2025-07-21 08:59:55 UTC XX followers, XX engagements "Risks Still not GAAP profitable Execution risk as they expand internationally Dependence on large customers Highly competitive space: Salesforce Adobe Trade Desk arent asleep But their focus and stack seem to give them a real niche"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219983211053177) 2025-07-21 08:59:56 UTC XX followers, XX engagements "@GabGrowth $GRAB Strong Q2 expected. This coupled with indications of positive future expansions with their huge cash pile and this could really get the stock going"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947272451941134593) 2025-07-21 12:28:25 UTC XX followers, XXX engagements "Their new GenAI layer ZOE could be a game changer. It automates multi-channel campaigns generates dynamic creative and makes decisioning faster. Early signs suggest clients are increasing usage due to improved performance and cost efficiency"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219978811244908) 2025-07-21 08:59:55 UTC XX followers, XX engagements "$ZETA recently hit $808M in trailing twelve month revenue growing at XX% YoY. Guiding for $1B by 2025 which would make them one of the fastest to that mark in martech. Adj. EBITDA margins have expanded from X% in 2021 to over XX% in Q1 2025"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219974277238991) 2025-07-21 08:59:54 UTC XX followers, XXX engagements "Valuation EV/sales: 3.5x EV/EBITDA (2025E): 1415x Market cap: $2.6B 20%+ growth with improving margins Compared to other adtech and martech names this is cheap - especially if they keep compounding at this pace"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219981709500739) 2025-07-21 08:59:55 UTC XX followers, XX engagements "Zetas identity graph includes 240M+ U.S. consumers and 1B+ global devices - entirely based on opted-in first-party data. Thats a huge competitive edge in a post-cookie world. They call it the third cloud - next to CRM and hyperscale clouds"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219972737929470) 2025-07-21 08:59:53 UTC XX followers, XX engagements "Zeta Global is a cloud - based marketing tech platform with a twist: It integrates AI identity graph data omnichannel execution and predictive decisioningall built into a single stack. Think of it as an AI-powered challenger to Adobe Salesforce and legacy CDP/DSP models"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219969759912206) 2025-07-21 08:59:53 UTC XX followers, XX engagements "$OSCR Q2 update is out. Theyre guiding for a $228M net loss this quarter and have raised full year MLR to XX to XX% on higher than expected market risk scores. Positives: 2024 risk adjustment came in $23M better than expected cost trends did ease slightly vs Q1 and full-year revenue guidance was revised upward to $12.0B$12.2B. Negatives: Full-year operating loss guidance widened and utilization remains elevated. More details to come Aug 6"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947606962247540738) 2025-07-22 10:37:39 UTC XX followers, XXX engagements "@EndicottInvests $HIMS Crazy because its nothing compared to some of the drops this stock has seen 😂. Ive doubled down on this position as much as I can without being too concentrated. People trusting the vision and path of the company shouldnt be worrying"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947370355246420348) 2025-07-21 18:57:27 UTC XX followers, XXX engagements "Im watching Q2 results closely. If we continue to see margin expansion ARR growth and strong retention - it may be time to size in. This isnt a momentum play. Its a potential compounder with a sticky product and founder-led execution. $ZETA is one to watch"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219984926613704) 2025-07-21 08:59:56 UTC XX followers, XXX engagements "What drew me in High gross margins (roughly 64%) Consistent 20%+ YoY revenue growth Improving FCF and profitability Big - name enterprise customers Unique first - party data model Inflecting operating leverage"  [@TheFundofX](/creator/x/TheFundofX) on [X](/post/tweet/1947219971244769385) 2025-07-21 08:59:53 UTC XX followers, XX 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.]
@TheFundofX
"Theyre not profitable on a GAAP basis yet. But thats improving too. Q1 2025 net loss was $6.3M down from $20M+ in early 2023. Operating leverage is visible. Adj. EBITDA was $37.2M in Q1 - up XX% YoY"
@TheFundofX on X 2025-07-21 08:59:54 UTC XX followers, XX engagements
"WE NEED ANSWERS @amitisinvesting AH $GRAB" @TheFundofX on X 2025-07-21 20:37:07 UTC XX followers, XXX engagements
"Theres a new name climbing up my watchlist fast. Not one Ive entered yet - but $ZETA is likely to be my next position. Ive spent a good chunk of time this week digging through the financials the story and the roadmap. Heres what Ive found 🧵" @TheFundofX on X 2025-07-21 08:59:52 UTC XX followers, XXX engagements
"Theres been a few accounts that lead me to $ZETA. But Im pretty sure my first introduction came from @MrMikeInvesting. This stock is the front runner of stocks found on X that will be added to my portfolio" @TheFundofX on X 2025-07-21 09:48:23 UTC XX followers, XXX engagements
"@Mr_Derivatives Made around XXX% on $FUBO before the Disney announcement. Took my profits and ran. Interesting seeing the attention around the company resurface. Could be time for another go" @TheFundofX on X 2025-07-21 15:14:35 UTC XX followers, XXX engagements
"Zetas biggest bull case They arent just another SaaS platform - they run an integrated operating system with customer acquisition baked in. Clients are seeing real ROAS and lifecycle marketing results. Retention is strong: NRR hovers around 120%+" @TheFundofX on X 2025-07-21 08:59:54 UTC XX followers, XX engagements
"Ownership structure Founder David Steinberg still owns over XX% of the business. Apollo Global owns 23%. Insiders & strategic holders control XX% thats rare alignment. Float is relatively low" @TheFundofX on X 2025-07-21 08:59:55 UTC XX followers, XX engagements
"Risks Still not GAAP profitable Execution risk as they expand internationally Dependence on large customers Highly competitive space: Salesforce Adobe Trade Desk arent asleep But their focus and stack seem to give them a real niche" @TheFundofX on X 2025-07-21 08:59:56 UTC XX followers, XX engagements
"@GabGrowth $GRAB Strong Q2 expected. This coupled with indications of positive future expansions with their huge cash pile and this could really get the stock going" @TheFundofX on X 2025-07-21 12:28:25 UTC XX followers, XXX engagements
"Their new GenAI layer ZOE could be a game changer. It automates multi-channel campaigns generates dynamic creative and makes decisioning faster. Early signs suggest clients are increasing usage due to improved performance and cost efficiency" @TheFundofX on X 2025-07-21 08:59:55 UTC XX followers, XX engagements
"$ZETA recently hit $808M in trailing twelve month revenue growing at XX% YoY. Guiding for $1B by 2025 which would make them one of the fastest to that mark in martech. Adj. EBITDA margins have expanded from X% in 2021 to over XX% in Q1 2025" @TheFundofX on X 2025-07-21 08:59:54 UTC XX followers, XXX engagements
"Valuation EV/sales: 3.5x EV/EBITDA (2025E): 1415x Market cap: $2.6B 20%+ growth with improving margins Compared to other adtech and martech names this is cheap - especially if they keep compounding at this pace" @TheFundofX on X 2025-07-21 08:59:55 UTC XX followers, XX engagements
"Zetas identity graph includes 240M+ U.S. consumers and 1B+ global devices - entirely based on opted-in first-party data. Thats a huge competitive edge in a post-cookie world. They call it the third cloud - next to CRM and hyperscale clouds" @TheFundofX on X 2025-07-21 08:59:53 UTC XX followers, XX engagements
"Zeta Global is a cloud - based marketing tech platform with a twist: It integrates AI identity graph data omnichannel execution and predictive decisioningall built into a single stack. Think of it as an AI-powered challenger to Adobe Salesforce and legacy CDP/DSP models" @TheFundofX on X 2025-07-21 08:59:53 UTC XX followers, XX engagements
"$OSCR Q2 update is out. Theyre guiding for a $228M net loss this quarter and have raised full year MLR to XX to XX% on higher than expected market risk scores. Positives: 2024 risk adjustment came in $23M better than expected cost trends did ease slightly vs Q1 and full-year revenue guidance was revised upward to $12.0B$12.2B. Negatives: Full-year operating loss guidance widened and utilization remains elevated. More details to come Aug 6" @TheFundofX on X 2025-07-22 10:37:39 UTC XX followers, XXX engagements
"@EndicottInvests $HIMS Crazy because its nothing compared to some of the drops this stock has seen 😂. Ive doubled down on this position as much as I can without being too concentrated. People trusting the vision and path of the company shouldnt be worrying" @TheFundofX on X 2025-07-21 18:57:27 UTC XX followers, XXX engagements
"Im watching Q2 results closely. If we continue to see margin expansion ARR growth and strong retention - it may be time to size in. This isnt a momentum play. Its a potential compounder with a sticky product and founder-led execution. $ZETA is one to watch" @TheFundofX on X 2025-07-21 08:59:56 UTC XX followers, XXX engagements
"What drew me in High gross margins (roughly 64%) Consistent 20%+ YoY revenue growth Improving FCF and profitability Big - name enterprise customers Unique first - party data model Inflecting operating leverage" @TheFundofX on X 2025-07-21 08:59:53 UTC XX followers, XX engagements