Summit Capital

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[Summit Capital @summitcapitaI]

Welcome to Summit Capital.

This isn’t just another finance page throwing around tickers and hype. I built this because too many people are gambling in the markets without actually knowing what they’re doing, and they end up paying the price for it later.

Here, we do things differently. Every post is backed by real research. Actual numbers, real analysis, and timeless lessons that help you think deeper, not just react to noise. The goal isn’t to tell you what to buy. It’s to help you learn how to think like an investor.

I’ve spent the last few years studying the markets obsessively, building a portfolio that’s consistently outperformed, and running a fast-growing investor community that’s now 500+ strong. We talk stocks, earnings, psychology, mindset, macro trends… you name it. If you want to go deeper and connect with others on the same path, the link to join the Discord is in my bio.

This page is an extension of that mission. If you care about your future and want to actually learn how to invest — not just chase the next shiny thing — you’ll fit right in here.

Follow along, stick around, and let’s build something real.

— Trevor (Summit Capital)

[Trevor Heslop @trevhesinvests]

1) The June jobs report was rough: 57K jobs added vs 114K expected

May also got revised down another 43K, so the last two months have been weaker than first reported

Unemployment dipped to 4.2%, but that's mostly people leaving the labor force, not more hiring.

[Trevor Heslop @trevhesinvests]

"AI will kill $ZETA"

Meanwhile Zeta Global...

[Trevor Heslop @trevhesinvests]

$PGY IS RIPPING

Don’t forget the people that were banging the table when this was an $11 stock

We are still SO early

Long Pagaya. Congrats shareholders

[Trevor Heslop @trevhesinvests]

"The stock market is the only store where customers run out when things go on sale" - Warren Buffett

[Wealthmatica @wealthmatica]

Marketing Technology is a MASSIVE TAM…

We’re talking $2.4T by 2033.

Interestingly enough, this industry is dominated by legacy players who are NOT prepared for the rapid growth ahead.

Marketing Cloud growth:

- Salesforce: does not specify
- Adobe: does not specify
- Oracle: does not specify
- SAP: does not specify

See - for many of these legacy players, the growth has become so minimal (low-single digit) - that they drop MC into a broader revenue category.

The problem is, these platforms are what I call “frankenstacks”. Separate platforms, separate datasets, and multi-governance systems. This causes ridiculous latency.

We are now embarking into the agentic AI era. Enterprises need decisions, and they need them FAST.

These legacy players are literally not built for the rapid decisioning within the marketing sector. On the flip side, there are alternatives - alternatives like $ZETA for example.

$ZETA was built for this era.

First and foremost, $ZETA was built as a UNIFIED platform ecosystem. This was intentional to avoid latency or “data-dipping”.

At the foundation is their very own unique and proprietary dataset. This is where data is ingested and subsequently informs their identity profile system (the SuperGraph). This is idealistic for the AI era, because agents don’t need to leave an ecosystem to get access to the raw data.

On top of the data foundation is their data-cloud. $ZETA calls this their SuperGraph. At this level, the enterprise CRM data lives alongside $ZETA’s very own dataset - together, they create a unique ID code to capture every person who is in the market for the entries product or service.

The third element on top of the data- cloud, is the orchestration layer. $ZETA calls this Athena. Athena produces intelligence - a conductor of decisioning for all things marketing or BI. Back to the Agentic era topic - this is brilliant, because Athena is capable of inference without using LLMs. Athena is what you would call a MLM (dubbed by David Steinberg) - it’s a hyper specific model focused on the orchestration and intelligence generation informed by the data found within $ZETA’s ecosystem.

Finally, the top layer of the stack belongs to the omnichannel activation channels. This is just a fancy way to say “all marketing channels”.

$ZETA is agnostic - they don’t care who or where, they will deploy ads if it means it’ll get you (the enterprise) a better return on investment. They can activate across…

- $NFLX
- $SPOT
- $GOOGL
- $META
- $WMT
- $RDDT
- $PINS
- OpenAI
- SMS
- Email
- OpenWeb
- CTV
- And many many more.

Looking top-down, $ZETA has created a stack that is positioned to dominate the Agentic AI era.

No latency.
No LLMs.
No mega token bill.

The marketing world is evolving rapidly. Enterprises will allocate spend that can give them an edge, confidence and a superior return on investment.

The path to MarTech dominance is real-time INTELLIGENCE.

$ZETA

[Trevor Heslop @trevhesinvests]

$PLTR hasn't been this oversold on its RSI since December 2022...

The stock is up over 1,500% since then

I think Palantir is looking more and more like a buy lately, although short-term momentum remains bearish

Are you buying Palantir here?

[Trevor Heslop @trevhesinvests]

I had VERY cool full circle moment last night and I wanted to make a short post about it

Ever since I started investing in mid-2022, there were 2 YouTubers I watched consistently: @HolySmokas & @joecarlsonshow

Last night, I had the opportunity to join Joseph on The Joseph Carlson Show where he did an audit of my portfolio

We went over my strategy, my current pitfalls, and my thesis behind every single stock that I own

Joseph is a super down-to-earth guy and truly deserves all of the success that has come his way

He's inspired me and many others in the investing world, and I highly recommend you give him a follow!

Thank you, Joseph, for having me on the show. I'm extremely grateful for the opportunity and look forward to what the future holds.

[Wealthmatica @wealthmatica]

The $ZETA x $PLTR partnership is more significant than I first thought...

Snowflake does not play a hand in this conversation.

In reality, the ZDC (Zeta's data cloud) will be re-built on-top of Foundry, thus merging their Ontology with Zeta’s SuperGraph. This is enterprise intelligence on steroids, I'm not kidding.

Let’s start at the top.

To understand the direction of the enterprise stack you must look to the foundational layer of data ingestion, specifically down to the classification of the data. The enterprise stack can be broken into two core layers of intelligence:

- Operational intelligence (supply-side data)

- Consumer intelligence (demand-side data)

Operational data can be defined as the objects, employees and sequences that inform the enterprise of what their business is doing. On the other hand, you have consumer systems collecting signals, interactions and sales data establishing how business is performing. These are distinctly two different sides of the same enterprise brain.

Remember this for later in this post.

Originally I suspected due to the timely announcement of the Snowflake OSI partnership, $ZETA and $PLTR would utilize the joint development bridge designed by $SNOW to facilitate this relationship. No, I was wrong.

It’s 100X better.

$ZETA will indeed be re-architecting its core cloud database on top of $PLTR’s Foundry. This means, all of Zeta’s current clients will likely routed through this ecosystem unless they opt to utilize other cloud platforms. This may seem confusing, but it’s actually expected, as $ZETA is an agnostic provider after all.

The move to Foundry has several benefits, both for $ZETA and $PLTR. But ultimately, the real winner here is the enterprise client. Put a pin in that, we will come back to it at the end of this post.

Walking through how this will work…

View this partnership as the unification of two sides of the same brain. Except, this is the brain which produces enterprise grade intelligence. From operational intelligence, to consumer and business intelligence – through this agreement, the enterprise will create outcomes it has never obtained before.

$ZETA still owns their proprietary data-rails. Think Disqus, LiveIntent, Marigold, etc. On the flip side of the coin, $PLTR still owns the operational relationship with the enterprise – ingesting millions of raw data-points in real-time. What becomes shared, is the Intelligence layer.

You see, $ZETA has produced a “Consumer-like Ontology” called the SuperGraph. In Essence, a massive profile database enriched by real-time signals of intent and ID touch-points for 552M global people – these are proprietary, nobody else can produce this data. In this, $ZETA has created best-in-class business intelligence for marketing purposes when paired with an enterprise client datasets. This is where $PLTR comes in…

$PLTR has produced the world class “Digital Twin” ontology for government/enterprise operational applications. Ingesting millions of raw, unstructured and real-time data points funnelling them into Foundry. It is in this practice, $PLTR is able to produce operational intelligence, actioning insights, directives, or optimizations for an enterprise – thus becoming their native real-time operating system. However, something has been missing for both $ZETA and $PLTR.

$ZETA produces demand-side intelligence.

$PLTR produces supply-side intelligence.

The ultimate enterprise stack would consist of an intelligence generation mechanism that would be informed not only from the demand-side, but also the supply-side. Therefore creating a holistic approach to intelligence generation.

1/2

[Trevor Heslop @trevhesinvests]

$NFLX weekly buy signal fired in late February...

Last time this indicator triggered on the weekly chart was July 2022 at $19, & the stock went on to run over 5x from that price

While the broader market sold off hard in March and has since recovered, $NFLX had already bottomed ahead of everyone else

The stock price is sitting at $77 right now, the same level it was at during the crash lows

Short term momentum is bearish and the 21 EMA crossed below the 100, so there could be more chop ahead...

But the weekly signal, the price structure, and the historical track record all point in the same direction

This one is on my radar!

[Trevor Heslop @trevhesinvests]

$NFLX is looking like a very interesting opportunity at these levels in terms of risk-reward

It's down to the same price it was during the market crash earlier this year

The rest of the market has recovered and reached new ATH's, but $NFLX has lagged... I see this as an opportunity here

[Trevor Heslop @trevhesinvests]

I've been building something I've wanted for a long time...

I'm working on an interactive portfolio dashboard that lets you dive into every company I own; not just what I own, but why!

The goal is to make my entire investing process transparent, including:

• My thesis for every holding
• Valuation & stock price projections
• Key risks
• What would make me buy more, trim, or sell
• Company updates as the thesis evolves

This is still a work in progress, so I'd love your feedback please!

If you could add one feature to a dashboard like this, what would it be?

@summitcapitaI

[Wealthmatica @wealthmatica]

$ZETA shareholders.

You have to bookmark these quotes, they are very important to remember.

1. Business intelligence is the end-game.

“we think of ourselves as an AI-driven business intelligence company that started focusing on marketing because it's a $1 trillion TAM”

– David Steinberg, $ZETA CEO

[Summit Capital @summitcapitaI]

$ONDS is a buy here

$ZETA is a buy here

$NOW is a buy here

$ASTS is a buy here

$META is a buy here

$SOFI is buy here

$MSFT is a buy here

[Trevor Heslop @trevhesinvests]

The market is sleeping on these 5 stocks...

All 5 are generating more free cash flow relative to their price than at any point in the last 5 years🧵

1. $NOW | ServiceNow

FCF Yield: ~5% | 5-year average: ~2%

ServiceNow is the operating system for enterprise IT. Companies don't cancel it, they expand it

FCF yield just hit a multi-year high, & AI is a direct tailwind

Every workflow automation use case runs through their platform

[Wealthmatica @wealthmatica]

$GOOGL $ZETA

Google's consumer moat is absurdly wide.

In hindsight, the idea that Search was about to "die" feels almost comical.

Take it from a CEO who sees consumer data 24/7...

“The LLM actually doesn’t know a lot about the person – yet.

I don’t see OpenAI disintermediate Google Search any time soon … We see their data every moment, of every day.

They [OpenAI] actually have a small percentage of their users that are logged in.

I’m not suggesting they don’t know stuff, but I would say it’s about 1% of what Google knows about you.

I see the data from both … nobody knows more about the consumer than Google at this point.”

– David Steinberg, $ZETA CEO

A massive contextual reminder...

Zeta Global has a 1:1 partnership with OpenAI, of which, no other company on the planet has access to this level of data. If you want the inside scoop, there you have it!

(Source: ViviaTech 2026)

$ZETA

[Wealthmatica @wealthmatica]

I suspect $ZETA is about to announce something special tomorrow at Cannes Lions.

It’s the world’s biggest marketing event.

Keep your eyes open. 👀

P.S. I bought more today.

$ZETA

[Ty @TradingDeskTy]

Anthony Noto buying more shares is no suprise.

• Members: 13.7 Million (+40.9% CAGR)
• Products: 20 Million
• Revenue: $4.77B (+44.7% CAGR)

$SOFI trading at $17 is a gift.

[Trevor Heslop @trevhesinvests]

🚨BREAKING: THE FED HAS LEFT INTEREST RATES UNCHANGED🚨

WARSH'S FIRST PRESS CONFERENCE AT 2:30PM ET

"The Federal Open Market Committee approved the following statement for release by a 12 – 0 vote:

The Committee decided to maintain the target range for the federal funds rate at 3-1/2 to 3-3/4 percent, in support of the Federal Reserve's dual mandate. The Committee reaffirmed its policy of maintaining ample reserves in the banking system.

Economic activity is expanding at a solid pace despite elevated uncertainty that owes, in part, to the conflict in the Middle East. Productivity growth and capital investment are strong. Job gains have kept pace with the workforce, and the unemployment rate has changed little.

Inflation remains elevated relative to the Committee's 2 percent goal, in part reflecting supply shocks that have driven price increases in certain sectors, including energy. The Committee will deliver price stability."

[Wealthmatica @wealthmatica]

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

[Wealthmatica @wealthmatica]

Did you know, $ZETA is going to be FY GAAP EPS positive for the first time ever in 2026.

Expect this chart to take off like a rocket.

$ZETA