Anthony Iseman

Either retired early or just unemployed. Irresponsibly long $ZETA, $TE, $HOOD, $SOFI

[Anthony Iseman @anthonyiseman]

It's no wonder why $TKO is the only public company that uses $ZETA who speaks glowingly about $ZETA. The UFC and WWE have no real competition. Everyone else is hiding the secret in the sauce...

[Montana Matos @MontanaMatos]

$ZETA is so good that enterprise customers aren’t comfortable sharing they use $ZETA.

It’s their secret weapon.

Why would they tell their competitors?

[Anthony Iseman @anthonyiseman]

I am currently rereading the $ZETA Q1 earnings transcript. I wanted to highlight something CEO David Steinberg said that gets me excited about Q2. It’s regarding his commentary around Athena.

“Athena is currently available to all of our enterprise customers, and its impact is already evident in sales pursuits and results. The number of Athena demos to potential new clients increased dramatically throughout the quarter. The promise of Athena is influencing decision-makers and helping Zeta win deals as customers want to invest in applied AI, not road map AI.”

He goes on to talk about how showcasing Athena is helping $ZETA close deals. This one in particular which we now know is $GAP:

“Athena was a driver in one of the largest deals we have ever closed. The customer is a leading global apparel retailer operating across multiple brands, each with unique customers and over 3,000 locations worldwide. Zeta's platform was purpose-built to handle the complexity required by the largest enterprise companies, and this customer was able to consolidate down from 4 vendors to 1, Zeta. As the legacy Marketing Cloud replacement cycle begins to accelerate, this particular client was a marquee win.”

In the recent @basispointpod with @amitisinvesting and @stevenfiorillo Zeta Global CEO @dsteinberg10000 highlighted that the company closed 3 of the 5 largest enterprise deals in its corporate history.

We also know back in late April, Zeta hosted Athena demos at Possible Event. I’m very curious if they talk about this in their next earnings call. I want to hear if these demos directly led to the 3 large recent deals. This would be extremely bullish and the potential catapult Zeta needed to further accelerate platform adoption.

[Anthony Iseman @anthonyiseman]

@growthrapidly Rate cuts are coming this year. That is the catalyst $SOFI needs to finally make a move. People who think Kevin Warsh is going to be a hawk are silly. They should know by now that for better or for worse Trump gets what he wants lol

[Anthony Iseman @anthonyiseman]

Just like every other technological revolution, AI will create entirely new jobs/careers we can't even imagine today.

In 1990 the idea of a social network was unfathomable. Fast forward to today and $META has 78k employees. $SNAP has 4.4K and TikTok has 57K employees globally.

It's not just employees who work directly for these social networks. You also have to factor secondary and tertiary careers that have been created from these social networks. Content creators and their employees, construction, legal teams, finance etc. There have been millions of jobs created by this one technological innovation. AI will be no different.

[First Squawk @FirstSquawk]

AMAZON CEO BEZOS AT VIVATECH: I KNOW THERE'S A CONCERN THAT AI IS GOING TO MAKE HUMANS REDUDANT, I TOTALLY DISAGREE

[Anthony Iseman @anthonyiseman]

@StealthQE4 Just some pre FOMC jitters. Nothing to worry about.

[Anthony Iseman @anthonyiseman]

@ColesTrades Why so bearish?

[Anthony Iseman @anthonyiseman]

Policy tailwind ✅
Fundamentals are strong ✅
CEO buying hand over fist ✅
Technicals aligned for take off ✅

Are you in $SOFI? If not, why?

[TrendSpider @TrendSpider]

🚨 The CEO of Sofi $SOFI isn't done buying just yet...

He just added another $250K in shares today, bringing his total purchases to $2.25M since March.

[Anthony Iseman @anthonyiseman]

@KennyZufall Buddy, If we get two or three more green days x will be full of them 😂

[Anthony Iseman @anthonyiseman]

@Sam_Badawi Oddly enough I'd go $META to 1000. You have to consider $SNAP has somehow survived a decade without turning a profit. Damn zombie company refuses to die.

[Anthony Iseman @anthonyiseman]

@LiebermanAustin They're not glasses, they're specs. Did you even watch the CEOs interview? 😂

[Anthony Iseman @anthonyiseman]

@buccocapital I think this pretty much sums things up.

[Anthony Iseman @anthonyiseman]

@RyanDetrick The insane volatility of the last 2 years has investors on edge. I've never seen a market whiplash quite like this one.

[Anthony Iseman @anthonyiseman]

@Ashton_1nvests I would say $ZETA $MSFT and $META.

[Anthony Iseman @anthonyiseman]

@TJTheWheelDeal 5150

[Anthony Iseman @anthonyiseman]

The year is 2026. You're the $SNAP CEO and your stock is down ~90% in the last 5 years.

[Anthony Iseman @anthonyiseman]

I am watching Zeus Weekly with @wealthmatica and @TheRonnieVShow and I wanted to add some clarity to the $ZETA moat. There was a little confusion between Nick and Trevor that I think I might be able to clear up.

Yes, as @trevhesinvests noted, one of the keys to the $ZETA moat is the data they collect. They collect trillions of signals across the web and have over 500m unique identities. But as Nick was trying to explain, the moat extends to the “assets” they own. I think a different way of thinking about this is the networks which $ZETA owns and operates.

Data rails/asset = network

These assets/data rails/networks are stand alone tools used by millions of people. Sure, you hypothetically can vibe code any one of these assets away, but you cannot replace the deep networks of LiveIntent and Disqus. Much like you can vibe code a Reddit or Instagram clone over the weekend but you’ll never replace the deep networks they created.

Side note: If you are a $ZETA bull you need to follow @wealthmatica and @TheRonnieVShow. They drop a ton of great info on all things ZETA.

[Wealthmatica @wealthmatica]

Zeta Global x OpenAI: AMA https://t.co/QYJO7pF2Jc

[Anthony Iseman @anthonyiseman]

@WheelieInvestor 🤔

[Anthony Iseman @anthonyiseman]

@danielisdizzy When the SaaS is dead narrative fades. As ridiculous as it sounds $NFLX is being caught in the crossfire as well as not being a part of the broader AI infrastructure theme that is currently in favor.