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Why I am incredibly bullish in 2026 and beyond and interesting stocks to watch
$1,510,891.00 in one month. Up 8,376% AMA
$ZETA is going to go retarded today
Did I Discover The Biggest Opportunity In The Market? (Part 2)
Did I Discover The Biggest Opportunity In The Market?
What is the AI economy, what is it growing into?
$ZETA breakout looking real as fuck — ProfInvestor just said bears are about to get heemed 😭🚀
Zeta Global (ZETA): AI Marketing Play with Serious Upside Potential
Looking to get back in $ZETA but $META was a better buy… in for $87K
$ZETA puts. Bought them 5 mins before closing
i am holding these stocks, i just bought this week. advice if its good or not portfolio
Trades I took today as a systematic option seller (10/16) with reasons
Any metalheads wanna learn the stock market together?
ZETA just dropped a 70% FCF surge, margin expansion, and a platform play that’s actually working, why isn’t anyone talking about this
🚀💎🦍 $ZETA — THE DEEP F***ING VALUE TECH PLAY HIDING IN PLAIN SIGHT
The reason $ZETA is surging (the market ignored this information during ER). Also, the short report that cut valuation in half is bullshit 👍
Does anyone know why ZETA has spiked the last two day?
$ZETA being squeezed today. I like the stock
What’s going on with stocks like OSCR, CRCL, CRWV, ASTS, ZETA? All up huge as of recently off of… hype? Or??
Unveiling the Potential of Zeta Global: Riding the AI Marketing Technology Wave
$LAC Lithium Americas / $TSLA | High Conviction Clues Leading to a Partnership.
Mentions
Got FSLR, BMY, PFE, PAX, ZETA, AEP today - 3 month spreads
I went full port on ZETA. I have no idea what the business does, but it barely dropped in the recent AI wipeout, which makes me bullish on it
everyone used to shit on ZETA and look where it's at now...unbothered, untouched, we deserve it
wait...when and why did ZETA get to all-time highs? 😳 this was a ridiculed meme twitter stock
$ZETA - $175 by Q1-27🤫 RemindMe! February 21, 2027
ZETA already has 51 of the Fortune 100 companies. This thing is gonna rip. 5X potential
Buy ZETA before we never see the 30s again
WOLF and ZETA. Seen this call out on x so many times but never bought any
I having a feeling ZETA will make new ATHs this month or next
32 resistance became support for ZETA
Anyone else in ZETA?
32 resistance has become support for ZETA
u/music_is_gud I know it's not rocket science, but today when it rallied ZETA bounced off the resistance line I had drawn weeks ago
u/music_is_gud brooo the descending wedges on the ZETA chart look so obvious in hindsight smh
Oh I already had ZETA lol it showed up on my screener last Sunday
Yes I did! It's similar to my style but more complex. I'll probably revisit it more than once as there are a lot of different patterns to look out for beyond the simple wedge pop. Stocks-wise, I'm interested in seeing what INTC does tomorrow. Admittedly I'm bagholding right now and not looking for new trades as much as I should. Kinda bummed that I missed that big move on ZETA today. wbu?
Why is ZETA selling off
Honestly ZETA is a good buy here
But if it were me and you wanted to just invest it somewhere without touching then I’d put it on a few different LEAPs. 2 year expiration on HOOD BE ZETA IONQ AMZN. $80k—>$500k
I have 5 stock… today, reduced from roughly 12 three years ago. In my sequence of purchasing of what I still own. 2023 NVDA 2,500 shares trimmed to 1,000. 2025 NBIS 4,000 @ $70 2025 IREN 6,000 @ 35 2026 ZETA 6,000 @ $20 2026 DUOT 6,000 @ $13 Invest more where you think the increase will occur the fastest and always look at the next stock you want to buy, set a trim price for the ones you own to fuel the new purchases. I started investing after a long break, only 3 years, only $300k down and never added, over $1.5M currently. So, example, my target price for trimming will be $150 for IREN and $500 NBIS and looking at cyber security and or photonics whist keeping the majority of the holding I own. So simply have conviction and buy more in what you believe in, even ETF’s work the same.
Definitely long term. They’re partnered with/customers are all the big boys. Regardless I’ll go long on them. Trying to limit my tech bucket lol too many good opportunities. For now I’m going NBIS, BE and P - might throw ZETA in there too for a diff flavor
Yeah, I bought a lot of SAAS stock in June and July because they were cheap compared to semiconductors. And now they all have ran so much so they have given me some between 50% to 200% returns each. and now most of them are above fair value but only some of them are at their fair value, such as MSFT, CRM, WDAY, ADBE, INTU. Already sold out of PATH, TEAM, NOW, SAP, ZETA, ESTC, ADBE and INTU bcz of their overvaluation or sustainability issues. And only holding onto MSFT, CRM and WDAY. Simply because they are still slightly below their fair value. But none of those stocks even come close to where semiconductors such as AVGO are trading, AVGO is trading at half the value of the cheapest SAAS stock right now. So no SAAS is definitely not the answer. The closest competitor would be the industrials. But I don’t think even that beats the semiconductor valuations right now.
It's going to slow down. And the business itself is unsustainable. They are developing frontier models because if they stop developing more advanced models, they cease to be special. Chinese AI companies these daysncan easily distill what they've released in a month or two. And the reason they've been growing this fast is exactly because of Chinese companies buying Indian accounts to distill their models. A third of that revenue growth is what's going to continue to drive up development cost and eat away their margins. It's either let the Chinese models put them out of business or keep releasing better and better models that get incrementally more expensive to train to sustain that growth. The current business model is unprofitable and unsustainable, that's why OpenAI is partnering with companies like ZETA, where the value creation is.
Dang how did you find ZETA I thought only I knew about that one!
Anyone holding ZETA? Curious if it will break $30 tomorrow and potentially experience some gamma pressure.
$ZETA or $SOFI what’s better to invest in or nun?
$ZETA or $SOFI what’s better to invest in or nun?
Ah I couldn’t tell what were your past positions vs currently open. So you still have PLTR, DRAM, NBIS, ZETA calls open?
How many 25$ ZETA calls you had?
PLTR and ZETA was pretty much my port
Between PLTR and ZETA was about 700k
Everyone's calling fake because of the 4/12 thing, and fair enough, but I actually don't think it is fake and that's what's bothering me. PLTR went up nearly 20% on Monday. Calls into that print like a slot machine. ZETA moved too. The trades are mechanically perfectly possible and the strikes are the ones you'd pick if you were bullish and reckless, which he was, and it worked. The bit nobody seems to be reading is his own replies. Someone asks how rich he is and points out his post history shows him up and down millions, multiple times, over the last year. He doesn't deny it. He says check my past posts. Someone else asks how he does it and he says "gambling with conviction." That's the actual information in this post and it isn't the $1.5m. If you've been up and down millions repeatedly, you don't have an edge. You have a large account and a big enough position size that variance looks like skill on the way up. The same sizing that made him a million and a half this month is the sizing that hands it back, and by his own admission it already has, more than once. So the honest version of this post isn't "I made $1.5m." It's "I have found a way to convert a large account into a very exciting graph." Not being sniffy about it, he can do what he likes with his money and I'd have taken the trade if I'd had the stomach. Just noticing that half this thread is asking for his discord and the man himself has told you twice, in writing, that it's a coin flip he happens to be up on. Congrats though. Genuinely. Fuck you as well, obviously.
Eating handsomely from my ZETA calls and SPY puts 😎
Made money on Open put and ZETA call Going full degen with calls in SNDK and DRAM Ill be at the dumpster tomorrow.
Ehmmm $ZETA? How tf did this turn from a -6% to +3%? Anyway can we now fly to +20%?
Did ZETA miss earnings? Why is it down?
ZETA better have a killer earnings call, I wasn’t aware she was a BETA
RIP $ZETA – REV GROWTH OF 44% Y/Y – GREW SUPER SCALED COUNT TO 197 – FREE CASH FLOW GREW 73% Y/Y – GAAP NET INCOME POSITIVE – 20th CONSECUTIVE QUARTER OF BEAT AND RAISE Down
Sold all my ZETA calls right before market close, HOLY FUCK I just dodged a bullet
the fuck is ZETA doing they were great results
I literally bought puts on $ZETA at close solely because Twitter people were hyping them up way too much. This is the best strategy hahahaha
i also have SNOW, PLTR, ZETA and ORCL (but they are more of a neo cloud). I also like MDB might wait for a pullback though
Hope they mention the partnership with $ZETA on the call o.o
Calls: INOD, KTOS, APP, VST, and ZETA
na i also on DDOG, SNOW and ZETA
WM and CTAS are night and day from NOW and UBER, which are night and day from IOT and ZETA for example...
I will only accept QQQ blood red open only if RDDT and ZETA keep ripping tha fuck up! Aight, we good?
Sir, you are very biased against PLTR. I've taken a fuck ton of profits over the past 2 years but it's still 30% of my position due to how much it's grown. When the CEO said they are going to hit 15-18b FCF in 28 (assuming 51% FCF margin) and they're already projected to get to 7b revenue after growing 71% this year and guiding for another 100% growth next year, they'd at least have to hit another 100% growth in 28 to get to 15b FCF. I was initially skeptical when I heard it on CNBC, because it'd mean the stock is actually undervalued at the current price and I did not believe it'd be possible for them to maintain that kind of growth. But after seeing their ZETA partnership and also digging more into their customers' revenue contribution, I'm now starting to get bullish again because there is indeed a path toward that FCF within the timeframe they've given. They've also been under-promising and over-delivering since they launched AIP. I don't get why you say the management can't be trusted when you don't provide any actual reasoning. This is Alex Karp we're talking about, not Elon.
ZETA easy. 50% revenue growth, owns 1st party data on a scale similar to META and MSFT led by incredible founder CEO, about to have first quarter of profit, beat revenue estimate’s every single quarter since being public, I could go on but really I think this could 10x in 5-10 years
ZETA is saving my portfolio
Sold my ZETA shares at 18 so it’ll probably go to like $45 in a month, thank me later.
Looking at ZETA chart guessing you bought high sold at a loss, ofc your fomo investing strategy made you lose money you neanderthal.
Went from 5k - 1k last week due to my first time doing odte and not even putting my mind that I can just buy options for later dates like a idiot now I’m starting from 1k and I got in on PLTR @125 and ZETA need to get to 2k for Margin Lmao
someone said $ZETA with lots of scary technical words so I bought £3k
Whats your opinion on ZETA? I am gonna full port soon I think lol
Agree data is big. All SF startups are just data labeling companies right now Idk about $ZETA. Let us know
Just because you lost money on ZETA doesn't mean the rest of us shouldn't lose money on ZETA
Anyone else thinks ZETA is boiling up for big movement? $40 post earnings target
Wow so many people dismissing $ZETA. Was the same with $pltr (not saying they are the exact same model) but this stock has tremendous upside, and is trading under 3 P/s. This is a $30 stock by EOD. Ofc anything can happen but this opportunity is asymmetric but WSB can stay asleep.
I can recoup 50% of my losses if ZETA runs to 25-26. Let's see
Ah yes, I lost a lot of money on ZETA before. Good luck
more stocks to buy tomorrow final edition of the night BKR CRM DPC COIN ZETA QNT SOLS
I like money. I invested in ZETA. I made more money. Simple
Why’d you go for ZETA?
Tbh your comment comes off as more arrogant. But if you’d like a list of stocks I would like to keep buying at lower levels I’m happy to share. ZETA ASTS ROOT LMND PCT IMSR MRLN, and NOW there ya go!
Finally ZETA on wallstreetbets. Stock needs some more well overdue recognition.
Some companies I like right now. NOW, VEEV, SAP, TYL, TRI, HUBS, APP, and maybe ZETA. I also like DDOG and CRWD but their valuations are crazy stupid right now.
I don't have a strong understanding in hardware in general that's why I'm not in them. But also to say MU wasn't priced on bottleneck is crazy. I wonder how many bottleneck bros would agree with that statement considering that's literally how the business is so profitable this year. Your historical PE was in single digit for the most part before this trade started because it was cyclical and the market never cared, not because the growth didn't exist. If the market simply assigns every company a fair multiple, then no stock would be undervalued despite their execution. ZETA shouldn't be below $20, NVDA shouldn't be dipping below $200. But that's not the case. When the market likes something, they overbuy it, and when it falls out of favor, the PE just goes free fall even though nothing's changed about the company even if your company is still putting up decent growth. Best examples of this would be PLTR and NVDA.
twitter is still pedalling ZETA and HIMS in the big ol' 20266 LMAO 😭😭😭
No thanks, I’ll wait to pick NOW up at $75 and ZETA at $15…
Buy NOW and ZETA. Just entered bull phase.
META isn't going so bought ZETA too hoping to not be a BETA
$ZETA joins partnership with $PLTR, huge news for the ZETA fan club
Post sounds regarded so probs not going to outperform as 95% + don’t over the long run. Can tell bro doesn’t understand statistics, just looks backwards at chart going up. With that being said RDDT, APP, ZETA, NOW.
NOW, ZETA, MSFT at these prices, META at these prices, SOFI (weaker conviction), PLTR at these prices. Lots of great software on discount
Good! We made some $$$ along the way with 25C on ZETA
Sold all my calls for Arista today and moving all the profits into leaps for PATH, ZETA and CLBT (NFA, might’ve been the worst thing I’ve ever done yolo)
Fuck PLTR, Fuck HOOD, Fuck ZETA, Fuck MSFT, Fuck NOW, Fuck CRM, Fuck SOFI, and Fuck you all.