Alex Samuels @ASpappichulo

It's confirmed: $ZETA Global is developing a Public Sector business. "With Karp, I said we're working with enterprises and COUNTRIES... listen, I see a public sector business for us. We're already building it." – David Steinberg, CEO & Founder $ZETA

Nick @wealthmatica

a week ago

I’m speechless… Q: Is there a pathway into the public sector, for example: Zeta may help the FED… “The answer is yes. We’re already working on that…” – David Steinberg, CEO $ZETA

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dip has been bought. $7500 in my solo 401k...idea here was to buy semis that are really getting hurt or names that I don't mind holding for a decade and are near their 52-week lows semis getting hurt bad: $SMCI $TSM $AVGO $NBIS out of these 4, SMCI is the one I like the least but it's also touching the 3month low and DELL has taken enough of a beating for SMCI to get a rebound if there is any bounce within server racks the two large cap semis like $TSM and $AVGO I can see myself holding for a very long time as they are relatively safe and have real moats, $NBIS should bounce here but maybe more neocloud fears hurt it...the diversification of their business is some hedge to the pure GPU licensing business the other 3 $TSLA $RKLB $SOFI i can imagine holding for a long time and 40% drawdowns feel like enough pain but I believe they all 3 will be fine in the long term, Tesla's short term catalyst is the roadster event, Rocketlab is down aggressively from $150 so I see that being a spot where some buyers step in even with the neutron delays, and $SOFI should benefit if yields come down but obviously rate hikes are an issue for them and every bank didn't do much in my regular brokerage...bought most of the SaaS dips months ago with $PLTR $ZETA $SHOP $RDDT and have not been playing semis outside of $NVDA and $AVGO really...still holding the $DRAM $INTC and $BE position I bought in August which are either slightly up/flat since then maybe we are headed another leg lower before the midterms but time will tell now 🤷‍♂️

amit @amitisinvesting

a week ago

so…is anyone buying the dip lol

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I believe $ZETA x $PLTR will eventually help the Federal Reserve... In my latest Substack, I explore this concept. Kevin Warsh has recently assembled a new task force. This task force has one goal – identify new data sources and methodologies to arm the FOMC with a better arsenal for improved decisioning. To Warsh's point... - Private industry does it. - The FED has been notoriously late. - Current data-points are laggard or void. Change MUST happen. I believe there is a world where the enriched governmental position $PLTR possesses, historical relationships between Warsh and Karp, and public $PLTR data contract with the FED – open the door for $ZETA's real-time touch point with the American consumer to feed the Ontology. Though this architecture, the FED would privacy compliment, real-time contextual and transactional data on nearly every American adult (240M). Here's my substack! Enjoy the free read: wealthmatica.substack.com/p/did-zeta-jus… I hope we can look back to this post one day and smile when it becomes a confirmed reality. Tick tock... P.s. it may flag hot for some AI test due to the copy and paste of quotes or citations with context. The thought experiment, research and content are all written by me.

“Palantir has 800+ clients… ALL of them will be able to push a button through Foundry, and turn on the Zeta Marketing Platform.” – David Steinberg, CEO $ZETA

David A Steinberg @dsteinberg10000

3 months ago

Great speaking with @MariaBartiromo this morning on @FoxBusiness about what is driving @ZetaGlobal momentum. We discussed our Q2 results, why we believe intelligent AI infrastructure is the next chapter for enterprise software, and how our partnerships with Palantir, OpenAI and

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My 3-year bull cases: $ZETA → $120 $OSCR → $150 $PLTR → $400 $SOFI → $70 $NBIS → $550 $MSFT → $775 $META → $1,450 Bookmark it.

The single greatest piece of cinema the Palantir $PLTR community has ever produced. Thank you @amitisinvesting for capturing this live and as always thank you @GarciaCap for the glorious edit. Forever Rest in Palantard @KrisPatel99, $504, soon.

$ZETA Everyone loves comparing their stock picks to $PLTR. It’s annoying and unsubstantiated. But here’s why $ZETA is an exception. Solving a Unique Problem Zeta’s CEO, David Steinberg (@dsteinberg10000), said it best: “The only way to build a really great company is to solve a problem nobody else has solved.” That’s what Palantir did. Zeta’s problem: Marketing was fragmented across 17 different vendors, each with its own UI, reporting system, and costs. Zeta’s solution: One platform. One interface. One reporting layer. One “cloud.” That’s exactly what Palantir did for enterprise data. Governments and companies were drowning in silos. Palantir built Foundry to unify them. Zeta is doing the same thing for marketing. Understanding What You See Steinberg again: “Everything is in one place. You can see every single touchpoint on a consumer… it really changes the game.” This is Zeta’s data clarity moment, the same way Palantir delivers operational clarity. Both $PLTR and $ZETA follow the same principle: •Solve a unique, painful problem •Consolidate complexity into one platform •Provide understandable visibility to make better decisions Pivoting While Staying True to You Steinberg admitted Zeta has pivoted “two or three times,” but always stayed anchored in “first-party, permission-based, regulatory-compliant data.” Palantir has pivoted industries: defense, healthcare, finance. But its core thesis never changes: data is only valuable if it’s governed and usable. Both companies think longterm about regulation, compliance, and trust. (IL-6!) Early AI Conviction Zeta went all in on AI in 2017. While competitors only started “7-8 months ago, Zeta has been at it for 7-8 years.” Palantir was building AI/ML pipelines nearly a decade before the hype cycle. Today’s positioning comes from years of groundwork. Early AI adoption means you’re ahead of the competition. Data Privacy & Trust Zeta acquired companies with massive data clouds (Disqus, for example). At the time, Disqus was the world’s largest commenting platform, and its business model was selling customer data. Steinberg made the controversial call to stop selling that data and instead compile it inside Zeta’s cloud to train their AI. Palantir has always stood firm, the data belongs to the customer, not Palantir. No selling, no third-parties. Customers Don’t Just Want Zeta: They Need It Every company will eventually need Palantir. It’s not “if,” it’s “when.” The same is becoming true for Zeta. •“44% of the Fortune 100 use the Zeta Marketing Platform.” You don’t have the world’s largest and best companies using your products unless it’s of value to them. Ambition at Scale $ZETA recently crossed $1B rev for the year and Palantir for the quarter. Both want to 10x from here. Both want to expand internationally. Both want to dominate their entire market. Steinberg’s vision: “My goal is to get this to a 10 billion dollar business with a 30 percent operating margin, and with a very large conversion of operating margin to free cash flow.” “We have 550 million global people opted in to our data cloud today. 242 million of them are in the US.” That’s massive. The Palantir Name Drop!!! And here’s my FAVORITE part, Steinberg himself name dropped Palantir: “You’ve got companies like Palantir that do a great job at business intelligence.” He even liked a comment I made comparing Zeta’s customer acquisition and data handling to Palantir’s style. Final Thoughts Yes, these are two very different companies. Different markets. Different customer bases. Different products. But the approach is eerily similar. Both tackle fragmented industries with unified platforms. Both bet on AI before it was cool. Both obsess over data privacy and regulatory trust. Both want global domination. That’s why $ZETA isn’t just another lazy $PLTR comparison. I couldn’t be more excited for ZETA’s future

$ZETA I want to start doing simple breakdown to help myself and others understand the company better. CDP (Customer Data Platform): Think of this as a customer spreadsheet that updates itself. It collects data from all sources (websites, email, purchases, tv, apps, etc) Figures out WHO the customer is Stores your info and creates a profile. Example: - You visit The North Face - You browse jackets - Yet, you end up adding shoes to your cart but don’t buy. - Open an e-mail later on. Without a CDP, all that data is fragmented and not tied to one person. Bc of that it takes time and extra resources that may just be wasted. Marketing Cloud/ESPs: This is the HOW we target an individual. (E-mail, SMS, IG ads, etc.) If they did X, do Y. Example: - This customer looked at jackets and shoes and they are more prone to click on IG ads than e-mails. - Send out IG ads of these products. - If they still don’t buy, send out more ads, but with discounts. Programmatic: Automatic targeted ads This shows related ads based on where you are most likely to engage (websites, apps, streams, etc) Example: You end up not buying anything you were looking at. Later in the day/week as you are watching Netflix, scrolling IG, reading a blog, you see these items everywhere. And why is it able to follow you on all these different sites? Because $ZETA has been deciding on who and how someone should be targeted based on behavior. Most companies use 3 different vendors for each of these systems. This is the importance of all the data being stored on ONE platform (OneZeta). It’s not fragmented - there’s no guessing, there’s no latency, there’s no waste.

$ZETA Talked with Nick yesterday and he inspired this write up. Think about how fast this company is evolving. Just one year ago, I remember talking with @wealthmatica and @TheRonnieVShow about Zeta primarily as an AI-powered marketing technology company. Zeta could take trillions of consumer signals, understand who a customer is, predict what they may want next, down to the individual SKU, and then help a company determine when, where and how to reach them. That’s fine and all, but kinda boring. But look at what Zeta is becoming now. It isn’t just about understanding the consumer anymore. 1. Customer Intelligence Zeta’s Data Cloud and SuperGraph allow businesses to understand customer identity, behavior, intent and purchasing signals across hundreds of millions of consumers, then they turn that intelligence into marketing actions. 2. Athena Athena takes that enormous amount of data and makes it conversational and actionable. Instead of executives digging through dashboards and reports, they can now just talk and ask: “Where are we losing customers?” “Which customer segment should we target next?” “Where should we move our marketing budget?” “What return should we expect before spending the money?” Athena analyzes the underlying data, identifies opportunities, predicts outcomes and recommends the next action. And increasingly, AI agents can execute and optimize those workflows themselves. 3. Business + Operational Intelligence This is where the $PLTR partnership is BIG: Zeta’s Data Cloud is being rearchitected on Palantir Foundry, connecting Zeta’s customer intelligence with the operational data of the enterprise. Now imagine Athena being able to understand not only what customers want, but also what is happening inside the business. Inventory. Supply chain. Pricing. Operations. Customer behavior. Marketing performance. All connected. The question changes from: “Who should we advertise this product to?” to something much larger: “Given everything happening across our customers AND our business, what should we do next?” Zeta has gone from describing itself as an AI Marketing Cloud to an intelligent AI infrastructure company. Customer intelligence to predictive intelligence to agentic execution to enterprise intelligence. This all happened this year and it’s only August folks.

I have made over a MILLION in the last 2 MONTHS My SECRET is having a watchlist for each sector to catch rotations EARLY HERE IS THE SECTOR ROTATION WATCHLIST: Memory: $MU $SNDK $WDC $STX Semis: $NVDA $AMD $ARM $INTC Networking: $AVGO $MRVL $CRDO Photonics: $AAOI $LITE $COHR $NVTS $GLW Infrastructure: $DELL $SMCI Data Centers: $IREN $CIFR $APLD $NBIS Software: $MSFT $NOW $SNOW Defense: $PLTR $KTOS $AVAV Drones: $ONDS $DPRO $UMAC Robotics: $OUST $SYM $TSLA Space: $ASTS $RKLB $RDW $LUNR Quantum: $IONQ $QBTS $RGTI Nuclear: $OKLO Fintech: $HOOD $SOFI $AFRM Copper: $FCX $SCCO $TECK Autonomous: $JOBY $ACHR

🚨 BREAKING: Claude can now run Stock Market research like a top consulting firm (for free). Here are 10 Claude prompts that replace $100K/year stock analysts. (Save this 🔖 for future reference.)

Only ~5% of SpaceX stock is floating right now ~95% $SPCX is still locked Most don’t realize bearish pressure often comes later, when insiders finally get liquidity Unlock schedule below ⬇️

🚨 SPACEX: THE BIGGEST EXIT LIQUIDITY IN HISTORY SpaceX is up 70% from IPO. Everyone is FOMOing hard. But almost nobody is talking about the real reason. Only 4% of shares are available to the public. So they can paint any price they want. The playbook never changes: Hold 96% in your pocket. Drop a few crumbs into the market. Pull the chart wherever you want. But now it’s wrapped as "the biggest IPO in history." And Wall Street has already found their FORCED buyers. On June 13, SPCX was rushed into the MSCI indices. This means every passive fund worldwide is now obligated to buy it. Not because they believe in Elon Musk. Because that's how the system works: If it's in the index, you must buy it. We're talking about $15–20 trillion in passive funds. Massive forced demand + tiny float = perfect pump. But the lock-ups are coming: August: first 20% unlock November: another big wave Day 180: everything unlocked In other words, early investors will exit in 1–2 months, not in 6 months like most people think. And who will they sell to? Retail and those funds that were just forced into the stock. No one is arguing that SpaceX isn't a real company with a real future. Moon bases, Mars, orbital data centers: all of this might happen. But not anytime soon. Right now, something else is happening. The US stock market is going through a wild overvaluation of everything. SpaceX is just the biggest example. They are selling a dream about space today, at a price that won't make sense for another 15 to 20 years. And as always, the crowd will buy the top just to fund the exit. Remember, I've called every major turn for the last 10 years, including short BTC from $111K in October. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

Kalshi Finance @Kalshi_Finance

4 months ago

BREAKING: SpaceX reached a $3 trillion valuation in after-hours trading The company's revenue in 2025 was $18.7 billion

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wtf did Buffett just tweet!? are we buying the dip or what?

Kalshi @Kalshi

5 months ago

JUST IN: Stock market now close to "extreme fear"

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$NVDA CEO Jensen Huang is literally telling you what stocks to buy. Here are 8 companies he's publicly endorsed, invested in, or spotlighted onstage in the last year: 1. $MRVL - Marvell Technology At Computex on June 2, Jensen brought Marvell's CEO onstage and said "Ladies and gentlemen, the next trillion-dollar company." Stock surged 32% that session. Marvell designs the custom connectivity silicon that ties AI data centers together.

@JasonL_Capital @FilipsMoneyX When did he mention PLTR?

PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS. The document is over 100 pages and has thousands of trades. This is one of the first times we've seen a sitting President actively trade securities and not just sit in corporate debt, index funds, or treasuries. Here are some of the names that Trump bought: $PLTR, $HOOD, $NVDA, $SOFI, $MSFT, $AAPL, $DIS, $V, $ULTA, $JPM, $COIN, $LYFT, $AMZN.

They gave Claude $157 and full access to a PC with one mission: make money on Polymarket. 23 trades later, it turned into $20,425 24 hours $157 → $15,741 $257 → $3,259 All BTC 5-minute markets. Check this wallet - polymarket.com/0x54c56ac8f442… This isn’t a movie. This is already happening.

Kirill @kirillk_web3

7 months ago

CLAUDE FULL COURSE 4 HOURS This is the most detailed Claude guide I’ve seen online. Bookmark this before you forget. 4 hours. Build tools. Automate work. Learn how people build bots and systems. Claude → Tools → Automation → Products → Money

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@grok @grok whats your favourite high risk high reward stock

@grok whats your favourite stock

@grok Whats your favourite high risk high reward stock