Matt Nachtrab

Posts are not investment advice. Reposted or liked content does not mean I agree with or support what is written in the content. posts are opinions.

[Matt Nachtrab @MattNachtrab]

@TomFitton Concerning. What they don’t realize is by censoring they are hurting the party they are trying to help.

[Matt Nachtrab @MattNachtrab]

@bennyjohnson I hope we get some really clear evidence

[Matt Nachtrab @MattNachtrab]

@LeaderJohnThune Save act please

[Matt Nachtrab @MattNachtrab]

@sarahtexe Truth bomb. I don’t get it.

[Matt Nachtrab @MattNachtrab]

@WSJ https://t.co/slMTPQ1sKs

[Kim "Katie" USA @KimKatieUSA]

🚨 Eyewitness says the driver was told multiple times to stop by ICE agents. He then put the car in drive and DROVE AT THE ICE OFFICER.

There you have it, direct eyewitness confirms the suspect weaponized his vehicle.

Source: @PressHerald

[Matt Nachtrab @MattNachtrab]

@Riley_Gaines_ How could American woman vote for any Muslim? Clearly the Muslim faith is centuries behind the rights that we have fought for woman in the US

[Matt Nachtrab @MattNachtrab]

@Breaking911 How many died under Obama? It was about 56 and they didn’t have all this crazy protesting.

[Matt Nachtrab @MattNachtrab]

@MobofJoggers Did it hit the dog?

[Matt Nachtrab @MattNachtrab]

@LangmanVince I support it

[Matt Nachtrab @MattNachtrab]

This is the exact problem in healthcare AND education. There are way more people not adding production to teaching and healthcare

[Daniel @danielgothits]

America is literally being strangled to death by this

[Ashton Invests @Ashton_1nvests]

Okay hold on…

Let me get this straight.

$ZETA is partnered with OpenAI to power Athena.

It is rebuilding its Data Cloud on Palantir Foundry, with management believing the partnership could eventually generate more than $100 million in annual revenue.

It is also working alongside Snowflake to create a universal data standard for AI-powered marketing.

Meanwhile, revenue grew 50% last quarter, management raised full-year guidance to roughly 37% growth, and the company has now delivered 19 consecutive beat-and-raise quarters.

And despite all of that, $ZETA is trading at roughly:

- 20x forward earnings
- A 0.77 PEG ratio

Am I missing something here?

Because the disconnect between the company’s execution, future opportunity, and current valuation still looks massive.

[Matt Nachtrab @MattNachtrab]

@SecRubio We need to formally defund and delegitimize the ICC.

[Matt Nachtrab @MattNachtrab]

@PompeyPedro Why couldn’t he pass it with the outside of his left foot?

[Matt Nachtrab @MattNachtrab]

@RonDeSantis @CGasparino Omg it’s all in their head. Stop worrying so much about what people COULD be thinking or feeling.

[Matt Nachtrab @MattNachtrab]

What a ride for $orcl the last year? Seems to be at a key level here.

[Matt Nachtrab @MattNachtrab]

Is anyone having a high level of frustration working with AI? I am finding that I loop a lot with nearly AI engine. ChatGPT seems to be getting slower. With claude code I am just looping and need to correct it a lot and it does lots of stupid things. By the time I am done with a moderately complex task with AI, I feel frustrated and anxious.

[Matt Nachtrab @MattNachtrab]

Let’s look at the system, break it down and fix it. Some concerning things to me are:
1. Medicare and Medicaid flood 100bs into a system causing massive dislocations
2. ACA does the same thing with millions in “subscribers “ that never file a claim
3. Medical organizations “administrative” costs have blown through the roof while direct expense to doctors have stayed relatively flat
4. Non profits dominate healthcare systems
5. The US pays for most pharmaceutical development then also pay the most while the world gets it at severe discounts.

We can bend all these curves in the right direction and it will get fixed. Fraud can be removed VERY rapidly, then we can see where we are actually at.

[Matt Nachtrab @MattNachtrab]

@ManCity_Es He could have tapped it over with the outside of his left foot. I think he just panicked.

[Matt Nachtrab @MattNachtrab]

@drayinvests My concern with them is potential headwind from government revenue. Do we think a democratic leadership will continue their government spend? But their FCF is absolutely sick and maybe they will diversify government spend in Middle East and other areas.

[Matt Nachtrab @MattNachtrab]

You picked their peak. One question would be did they really earn their price during those 5 years preceding? Their earnings has fallen from $6b in 2024 to a forecast of 3b for 2026. To me it looks like a covid boom and bust honestly. Their profit doubled in 2021, flatlined then has been tanking.