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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
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.
Leaps on ANET, PATH, CLBT, ZETA
Acquisitions. And that's my major concern. RZLV makes no distinction between acquisition growth or organic growth. Take ZETA Global for example. The growth distinction is clearly made in their reports. This is why I'm planning my exit accordingly. Hoping for $9, will likely drop at $7 and change unless there's major catalysts at play. Overall there's some fundamental issues with this stock that should deter any perspective investors.
Too late to get into ZETA?
Sometimes yes sometimes no. I'm not the average WSBer. I sell a lot more options than I buy, and when I do go long on options it's always leap calls or leap debit spreads. I have leaps on NOW which just started to work out. Most of my trading money is in AI/HPC stocks, NBIS and IREN have been big winners for me this past year, and KEEL and DGXX are starting to kick off. KEEL could have big potential if their CEO actually executes what he says and signs 3 contracts this year for their sites. That's my biggest bet that I consider a really high risk holding, have a lot of shares and some 7 leap calls and big stack of 10/12 debit spreads I got dirt cheap months ago. I've been focusing all of my research on the upstart AI datacenter names. I missed memory, space, etc. Started small trade in RDDT in 140s. I've been eyeing ZETA, incredible growth but pretty unloved for some reason, need to dig into the company more but probably will pick up leaps if I can't find red flags.
There's a solid YTer who broke down the fundamental issues with this stock. #1. Dilution. Stock gains momentum, guaranteed dilution from Dan. They've publicly stated they will raise capital for acquisitions. #2. No quarterly earnings report. They don't do it. They aren't US based and don't report quarterly. #3. No distinction between organic growth vs acquisition growth. This paired with #1 is why so many of us are sketched out. Concerning #3, take ZETA Global for example. Another Agentic AI company who has been crushing it for years, especially this quarter. They differentiate their growth. And that's the issue with Rezolve. How much are they actually earning from their product? Sure they keep beating earnings, but they've also been burning loads of cash on acquisitions, which is also why they keep pushing offerings and diluting. There's no transparency concerning how successful their product is or what demand the market has for it when growth distinction isn't made. I have 1,000 shares right below $4. I had shorted it right before their last offering, bought the dip a day or so later, then got hit with the offering news and have been stuck since. If we see any momentum through 2026 I'll exit at $9. Trying to use this stock to cover a work certification that's costing me $4k put of pocket. Paying monthly, just want to recover the cost. Not trying to get rich or beat the world, just beat the bank's interest. Not at all opposed to an exit around the high $7's either, given how volatile this stock is and how unsound their structure is (ie #1, #2 and #3). That said, I've been killing it with RGTI, QUBT and RDW lately, so it's entirely possible I just let this ride long term. If they actually addressed those other issues I outlined, it'd drastically shift investor interest (positively IMO). In the meantime, my advice to not let this stock eat up more than 5% of your portfolio. Lots of potential for short interest (nearly 40% of it's daily volume), but it will take major fundamental structural changes to solidify a higher rate. Additionally it needs break out news to catch fire and run. If you're not in this stock, your money is better elsewhere. If you are, prepare your exit now and don't get emotional with this BS.
Where’s my ZETA people
The parabolic summer rise of NOW, ZETA and SOFI stock is upon us ladies and gentlemen…
🫵’s a bitch like ZETA phi beta
Ok, this is funny, three are in my top five (ASTS, PCT, ZETA other two are AUR & QS.)
If I had to choose I’d say PCT, LMND and then ZETA
Interesting to find ZETA here. What's your thoughts on this stock?
I pretty much size to conviction, ASTS, PCT, ZETA, LMND are my core. ASTS and PCT are my highest convictions personally but everything I own is because I believe in them. MRLN and IMSR are early and high risk but will rerate quickly if they begin proving out more, always willing to re evaluate a position if something changes
Large position in ZETA - what is your thesis there? Any concerns AI will take their business?
Haha that’s when ASTS LMND and ZETA where all like 20-40% higher. Hope to get back there soon
$ZETA pumps harder than my ex’s new boyfriend, then finishes just as fast.
ZETA-using Ai and our data to know what we will do and act on it in real time. Ran a DCF model and has fair market value at 27.
Maybe ZETA really could be the next PLTR?
I mean, power to you. I was eying this at 80, not so much at $100. DJT buying means fuck all, when I think the transaction is was pennies. This has been in a free fall before the rush to semis. So not sure how they correlate. I’m heavy MSFT, so I don’t mind. But this chart looks ass. Everything is at 12 month lows, ZETA included.
I got burnt on ZETA before but that was my fault for using margin lol NOW looks like a solid play though 🤔
If you wanna listen, new recent positions are CLF, MBLY, SONY, ZETA, RUN, and I’m thinking I want to buy silver this week.
Stick to setups you can identify well and have success taking. There’s so many! I’ve been fucking with a combo setup that has been working. Big volume on an up move, usually is on an earnings catalyst/news event/ or is a day or so after (I have a custom alert that flags about a dozen names every week) for insane volume on up moves. I then sift through the names. I will also look at the chart, and look through the earnings report. I buy the ones with good earnings and reporting that close green on the day. I will wait to buy the ones that have good earnings but close red on the day. Usually the ones that close green continue higher the next day or stay strong enough to just add to and not get stopped out. Stocks that close red usually just need to be watched for a few days and like clock work an upside reversal comes and the move higher resumes. Shit like stock buy backs, partnership agreements with big players, gov contracts, improving margins, double and triple digit growth, guidance raises, earnings beats are good signals that funds will be placing bids in the coming days and weeks, therefore I want to be involved. CRSR, CLF, ZETA, MBLY, SONY, IREN, MRAM and a number of other names hit this week or recently that have my attention or I’m already involved in. There’s an infinite ways to play at this casino, and it’s both daunting and exciting to figure out how and what kind of games you want to play!
Yes, I have my own thesis. I’ve been long $ZETA since the stock was in the $30s, and I’ve continued to average down as the risk/reward became more attractive. For me, the thesis is not based on hype or a short-term trade. It is based on execution. Zeta has now delivered 19 consecutive beat-and-raise quarters, while continuing to grow revenue, expand large customer relationships, and increase customer monetization. What I like is the combination of top-line growth, operating leverage, improving free cash flow, and a clearer path toward GAAP profitability. SBC and dilution are still key items to monitor, but the direction matters: if stock-based compensation keeps becoming less relevant as a percentage of revenue and the company continues to scale profitably, the equity story becomes much cleaner. So my view is simple: $ZETA is still a high-execution story, but if management keeps compounding revenue, expanding enterprise customers, improving margins, and controlling dilution, I believe the market may eventually value it more like a durable AI-driven marketing platform rather than just another small-cap software name.
ZETA with a great report, am buying. Also again, don’s sleep on CLF
TEAM, TWLO, ZETA all mooning, IGV is back on the menu baby.
Probably $DLO and $ZETA have the best shot for me right now. I’d be pretty happy with 5x in 4 years. Have done about 20x with $RKLB and maybe 15x with $RYCEY so I’m not expecting that with them from here, not by the end of the decade. Still holding and buying both on drops in small amounts though.
What’re your thoughts on ZETA?
More $TTD, $BULL, and $ZETA. Building on a $PGY position as well.
I bought NOW and RDDT recently but mostly just built more into ROOT, ZETA, PCT as well in the lows
I mostly bought up more ROOT, PCT, ZETA, and RDDT at the recent drop
Got lucky and loaded up on NBIS in the 90s which has served as a solid backbone for gains. MSFT has been a good winner so far too. My higher beta buys have been ZETA and RZLV - when I say served me well I mean being able to buy them at dirt cheap prices. You’re right - I currently have paper losses on those two names but remain confident they will sharply turn the corner.
Added 10 shares of CRM recently and bag holding a little RBRK and ZETA as well. Large long position in shares for MSFT for years also.
Wishing a terrible day to whoever told me to buy ZETA
I jumped in IBRX today. Also (not a penny) RIVN and ZETA (at the drop).
lol okay respect the confidence. honestly SMCI and DKNG i get it - those have been beaten to death so the premium's there. but man idk about selling weeklies on ZETA and OSCR, those feel spicy to me. i've gotten absolutely wrecked on low float stuff moving 20% in a day before. that said your SLV and SOFI picks seem more reasonable. i actually sold some SOFI CSPs last month and it worked out pretty well.
thank u for letting me know its time to full port ZETA
I'm selling weeklies with high IV. I like to play with fire. SMCI $21 puts DKNG $22 puts SLV $63 puts SOFI $15.5 puts ZETA $15.5 puts OSCR $12 puts
You know what I love about the market? I dont give a fuck who you are. You cannot ever predict it and anyone can be a winner. Keep the dream alive boys. I am sitting cash right now waiting to drop 50k on some calls. ONDS calls past week drop like -80%. Been eye balling them. I am looking really hard at. ONDS. UNH AND ZETA. one of those will take my money, I been a pussy and waiting for the right entry.
I trade off charts so this dip hasn’t affected me at all. Currently long ARM, ZETA, and short EUR/GBP
A lot of stocks are not near their highs. Just bought ARM and ZETA purely off their charts.
Depends on how many DTE. Like my ZETA call I’m gonna roll to same expiry up until probably 180 DTE