K Dog

every great return starts with a risk worth taking

[David A Steinberg @dsteinberg10000]

“Bringing together containerized architecture and AI in the context of marketing will transform this industry.” - Alex Karp, co-founder and CEO of Palantir Technologies

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 Palantir’s Foundry, with Athena by Zeta™ at the core, creating a joint go to market strategy to all of their and our enterprise customers.

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 🚀🚀🚀

Read more here:

https://t.co/vsY6ZEVEF1

[K Dog @long_strat_fund]

@amitisinvesting Where is $SOFI and $ZETA man both CEOs came on your podcasts and were bullish AF!

[K Dog @long_strat_fund]

@Chartradamus V.I.R. 💯

[K Dog @long_strat_fund]

@TheLongInvest $RR really want to see how the set up plays out after earnings

[K Dog @long_strat_fund]

@Chartradamus Hey VIR I thought you had something in $CEG or you waiting for the right entry?

[K Dog @long_strat_fund]

@mind1nvestor What’s your view on these sectors in terms of rotating into one another ?

[K Dog @long_strat_fund]

@TheLongInvest Remember HIMS HOUSE lost faith. TLI did not 🫡

[David A Steinberg @dsteinberg10000]

Zeta crushed Q1, marking a standout start to the year and our 19th straight beat and raise quarter.
✅$396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business)
✅Super-Scaled Customer count up 19% Y/Y, with Super-Scaled ARPU up 21% Y/Y
✅Achieved the Rule of 67
✅Athena drove greater than 7X more agent interactions and accounted for over 60% of AI platform utilization around Athena

Extremely proud of the @ZetaGlobal team for continuing to deliver and raising the bar quarter after quarter. $zeta

LFG 🚀🚀🚀

Read more here:

https://t.co/rIogxqjlqV

[K Dog @long_strat_fund]

@TheLongInvest This is an outstanding summary 🫡

[K Dog @long_strat_fund]

Why does Donald trump have to be such a c*nt #Hürmüz #oil #spy

[K Dog @long_strat_fund]

@chad_ventures @TheLongInvest He is one of the best and appreciate that’s a subjective view. I still don’t think you should be shitting on his name (or any one else) - you and the several other market commentators provide value, which is appreciated but how each person does it is personal.

[K Dog @long_strat_fund]

@colin_gladman Colin’s puts be printing 💰

[K Dog @long_strat_fund]

@TheLongInvest ❤️🙏 the best on and off the investment pitch

[K Dog @long_strat_fund]

$QQQ $SPY

I’m leaning bearish here.

On QQQ, the 21 EMA has crossed the 9 EMA, which to me signals a shift in short-term market structure and suggests there may be more downside ahead. I think we could see further drawdown, potentially back toward the $540 on QQQ local bottom.

[K Dog @long_strat_fund]

@TheLongInvest $ETH and $JD it’s coming… ⏳

[K Dog @long_strat_fund]

@StockTrader_Max If that is the end of sub wave 3 then that would be a very short wave 3 to get to primary wave 3?

[K Dog @long_strat_fund]

@TheLongInvest 🫡 the only captain I follow

[K Dog @long_strat_fund]

@cantonmeow Consolidate and to the moon 🚀

[K Dog @long_strat_fund]

@TheLongInvest $OSCR and $HIMS