MicroCapDanmark

[MicroCapDanmark @MicroCapDanmark]

@TheRealDanSaedi @wealthmatica 👀

[MicroCapDanmark @MicroCapDanmark]

@dsteinberg10000 @ZetaGlobal @NYSE "Who is AL?"

Great job, i always love to hear your interviews you seem like a real tech enthusiast!

[Football Vault @FootballVault8]

Portugal vs Netherlands, 2006 FIFA World Cup. 🇵🇹🇳🇱

The infamous "Battle of Nuremberg."

A fiery Round of 16 clash that saw 16 yellow cards and 4 red cards, making it the most ill-tempered match in World Cup history.

[SKB @seyikanbai]

Jeremy Doku taking time to share the Gospel before the World Cup kicks off. At this rate, he might just become a pastor after retirement 👏🏼🙏

[MicroCapDanmark @MicroCapDanmark]

@ModestyQueen19 Its not a "Mistake" when you bring a knife and kill someone at a running track.

[MicroCapDanmark @MicroCapDanmark]

@UnotheInvestor 2000? Is it Bull Mcdermott's burner account?

[MicroCapDanmark @MicroCapDanmark]

@Matkinvest @elonmusk Ja mand!!!

[MicroCapDanmark @MicroCapDanmark]

@cyberprince_rwo Zeta!

[Zeta @ZetaGlobal]

Relevance has a shelf life.
An offer that's timely this morning may not be relevant this afternoon.
With LiveClicker by Zeta, email content adapts at the moment of open based on real-time context like time, device, behavior, and inventory.
The impact:
✔ 3x more revenue
✔ 130% higher conversions
✔ 150% higher CTR
Because every open is a new opportunity to be relevant.
https://t.co/SGPj3Kgb5e
$ZETA

[MicroCapDanmark @MicroCapDanmark]

@Postecogniac Prime Dele Alli, Eriksen, Son, Kane!

[MicroCapDanmark @MicroCapDanmark]

@Christi60805497 @ariaradnia Thank you!

Regarding $GRAB , proven model high market share (Moat)
2028 Guidance Adjustet Ebitda 1,5B / EV on 9,4B. Risk in regulation/EM.

[MicroCapDanmark @MicroCapDanmark]

@Footballtweet Great goal but not better than The Peter Møller:
https://t.co/WTGQ0Puj6V

@Footballtweet

[MicroCapDanmark @MicroCapDanmark]

@ariaradnia Pretty biased towards Zeta, but you know applovin better than me.

Imo, if you believe Zeta could be at inflection point regarding operating leverage it could do an "Applovin".

[MicroCapDanmark @MicroCapDanmark]

@wealthmatica $app Founder interview 👀
Or $zeta Athena demo!

[MicroCapDanmark @MicroCapDanmark]

@dsteinberg10000 I missed it, will it be on Youtube at some point? @dsteinberg10000

[Wealthmatica @wealthmatica]

The $ZETA article is now live.

I believe Zeta Global is becoming an ontology layer for Enterprise consumer intelligence.

In this piece, I explore...

- Zeta's Superior Architecture.
- The Stack & Acquisitions.
- Landmark Partnerships.
- My Long-term Thesis.

This article was a great thought experiment, I hope you all enjoy it throughly. I look forward to discussing in the comments.

Substack: https://t.co/dEfR2xRFiL

$ZETA

[MicroCapDanmark @MicroCapDanmark]

@ZeekArkham Always good to have Hulk on your side :D !

[Alpha @AlAlphaResearch]

$ABCL CFO Andrew Booth at Jefferies yesterday calling ABCL635 a potential blockbuster drug during the NK3R Q&A. CFOs at major healthcare conferences don’t use that word by accident.

Think about the context. Veozah launched with a Black Box Warning for liver toxicity and still pulled $234M in 9 months in a market that’s still building. Bayer’s Lynkuet is projecting ~$1B+ in annual sales. Both are small molecules with real limitations. #ABCL635 came back from Phase 1 with zero liver toxicity across all doses from 30mg to 900mg, a half life of 24 days supporting once monthly dosing, and clean target engagement. The dosing headroom Astellas never had is sitting right there.

You don’t say blockbuster in a room full of institutional investors unless you mean it. They know what Veozah did with a Black Box Warning. They know what Lynkuet is projecting. And they’re saying ABCL635 is positioned to compete in that same $6B market with a cleaner profile and more room to push efficacy.

Goldman at 4.3M shares. Baker Bros at 10.8%. Insider purchase after the data. Stifel raised to $8. Cantor initiated Overweight. JonesResearch at $11. And now the CFO calling it a blockbuster at Jefferies. Q3 topline data is still the moment. But the people who know this drug best keep ending up at😉