โBringing together containerized architecture and AI in the context of marketing will transform this industry.โ - Alex Karp, co-founder and CEO of Palantir Technologies
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Today we announced that the biggest deal in @ZetaGlobal history. @PalantirTech and Zeta Global are partnering to create the next generation of of artificial intelligence infrastructure to power enterprise technology stacks. As part of this partnership, we are rearchitecting Zeta's Data Cloud on Palantirโs Foundry, with Athena by Zetaโข at the core, creating a joint go to market strategy to all of their and our enterprise customers.
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This is a major milestone for both companies and I am so proud of the team for the hard work that got us to today. $zeta
LG ๐๐๐
Read more here:
https://t.co/vsY6ZEVEF1
@Investinc_Intel The bear case gets weaker every quarter.
If Athena adoption shows up in Q2, net income hits a new high, and guidance gets raised, I'm not sure how $ZETA stays at 3.5x sales for much longer.
@Ashton_1nvests Yes, as a shareholder with a solid cost basis, I'd actually be more interested in seeing Financial Services continue moving toward 40%+ of revenue than I would be seeing another quarter of aggressive lending growth.
Here's my interview with Christian Monberg. CTO of Zeta Global.
Inside Zeta's Technology Stack & AI Strategy.
This conversation dives into the infrastructure powering $ZETA. We discuss...
Zeta's owned data infrastructure.
- The future of the OpenAI partnership.
- The Business Intelligence segment.
- The company's technology stack.
- Building a consumer ontology.
- Its long-term AI strategy.
- The SaaS narrative.
From proprietary data to enterprise AI, this interview explores what differentiates $ZETA beneath the surface.
๐ Full interview: https://t.co/IICjf3ra8J
Always a pleasure, @chrismonberg.
$ZETA
Here's my interview with Christian Monberg. CTO of Zeta Global.
Inside Zeta's Technology Stack & AI Strategy.
This conversation dives into the infrastructure powering $ZETA. We discuss...
Zeta's owned data infrastructure.
- The future of the OpenAI partnership.
- The Business Intelligence segment.
- The company's technology stack.
- Building a consumer ontology.
- Its long-term AI strategy.
- The SaaS narrative.
From proprietary data to enterprise AI, this interview explores what differentiates $ZETA beneath the surface.
๐ Full interview: https://t.co/IICjf3ra8J
Always a pleasure, @chrismonberg.
$ZETA
Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80โ$85
Near 52-week lows. Agentic AI platform still printing revenue. Market overreacted to selloff.
2. $BE ~$254 | Buy zone: $160โ$180
$2.6B Nebius fuel cell deal validates the thesis. AI power demand is just starting.
3. $SNDK ~$1,645 | Buy zone: $1,100โ$1,200
Flash memory demand exploding as AI storage cycle accelerates hard.
4. $NVDA ~$205 | Buy zone: $165โ$180
Off the highs but AI capex cycle just entered year three. Pullback is the gift.
5. $QCOM ~$204 | Buy zone: $180โ$190
Jensen just publicly endorsed $QCOM. ByteDance ASIC deal massively underappreciated catalyst.
6. $ORCL ~$202 | Buy zone: $160โ$170
Earnings tonight. Cloud RPO backlog growing 80%+. Bears get destroyed after this print.
7. $INTC ~$106 | Buy zone: $80โ$90
Google sourcing 3M chips in 2028. Turnaround trade with explosive upside from here.
8. $GOOG ~$360 | Buy zone: $300โ$320
AI Search monetization + cloud + Waymo. Most undervalued hyperscaler on the board.
9. $MSFT ~$400 | Buy zone: $360โ$370
Copilot enterprise rollout just hit NHS 505K employees. Azure AI is compounding daily.
10. $META ~$586 | Buy zone: $520โ$530
$145B capex plan + Llama dominance = AI moat nobody's pricing in correctly right now.
11. $AAOI ~$163 | Buy zone: $100โ$120
Optical interconnects are the AI bottleneck. AAOI is the pick-and-shovel inside the wall.
12. $LITE ~$807 | Buy zone: $600โ$700
Northland just raised PT to $1,200. Photonics supercycle is real and Lumentum owns it.
13. $PLTR ~$132 | Buy zone: $120โ$125
85% YoY revenue growth. US gov + enterprise flywheel locked in. Dip buyers always win.
14. $MRVL ~$264 | Buy zone: $180โ$200
Jensen called it the next trillion-dollar company. S&P 500 inclusion = forced buying incoming.
15. $AMD ~$461 | Buy zone: $360โ$380
MI300X shipments accelerating. Hyperscaler diversification away from NVDA benefits AMD most.
16. $IREN ~$53 | Buy zone: $30โ$35
Nvidia took a 30M share option at $70. That's a floor signal from the most credible source.
17. $NBIS ~$214 | Buy zone: $160โ$170
Hyper-growth AI cloud. $1.7B UK expansion. BofA just raised PT to $280. Too cheap here.
โป๏ธ RESHARE this post and write 1 comment, I'll DM you my top 3 for 10x-20x we can buy later this month.
Most people spend their time chasing headlines, predicting crashes, and looking for the next hot trade.
Meanwhile, the biggest winners are usually just holding great businesses and letting time do the heavy lifting.
Patience is still the ultimate edge.
#Stocks
NO ONE IS PREPARED FOR WHAT $ZETA IS ABOUT TO DO
I see a huge cup and handle pattern loading. Beautiful rounding bottom so far
Let's get to the Open AI news high at $25 first. That's my first target
Rip to $25, then 3-6 weeks of consolidation between $20-$25 forming a flag
July-August it breaks the flag and rips to ATHs above $40
$ZETA is ready for it's $PLTR moment
Don't miss this one. Not financial advice
@TheValueTrade $Now for me. Has the cleaner compounding model, higher switching costs, stronger enterprise expansion, and a more durable SaaS-style growth profile.