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![jhinvest11 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1694035650297647105.png) investingperiodization [@jhinvest11](/creator/twitter/jhinvest11) on x XXX followers
Created: 2025-07-24 21:02:41 UTC

@MMMTwealth If they cut SBC as a percentage of revenue consistently and marginally the stock will do very well

In the end GAAP profit is what actually drives a stocks performance

$ZETA ‘s valuation offers huge amounts of upside due to GAAP profits being early stage

$ZETA thesis in short


XXX engagements

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[Post Link](https://x.com/jhinvest11/status/1948489035577426301)