$ZETA 0.49 Noisy

Notable posts

• @amitisinvesting bullish 1493 eng

  $PLTR $ZETA BREAKING: Palantir and Zeta announced a strategic partnership to build AI infrastructure for enterprise marketing. - Zeta’s Data Cloud will be rearchitected on Palantir Foundry, combining governed enterprise data with Zeta’s AI decisioning platform. - The goal is to connect operational intelligence, customer intelligence, and real-time marketing execution. - Zeta says the partnership could drive more than $100M in annual revenue in the coming years. The companies say this creates a trusted platform for agentic marketing, where AI can turn enterprise data into faster, measurable outcomes. Nice to see two companies focused specifically on value creation for enterprises partner together to continue enabling more value.

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• @amitisinvesting neutral 1294 eng

  A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in South Korea. The KOSPI fell 9.9%, its worst day since March, as fears grow around potential taxes on unrealized stock gains, heavy retail leverage, and volatility in popular names like $SPCX. The move is also weighing on U.S. memory stocks ahead of $MU earnings, while renewed rate-hike fears from BofA are adding more pressure. 2. Google $GOOGL is replacing Verizon $VZ in the Dow Jones Industrial Average, adding another mega-cap tech name to the historic index. Google now joins Amazon $AMZN, Apple $AAPL, Microsoft $MSFT, and Nvidia $NVDA as Mag 7 companies included in the Dow. 3. U.S. home prices rose 0.3% MoM in May, the fastest monthly gain since January, and 2.5% YoY, the fastest annual growth in six months, per Redfin. Redfin said the increase reflects deals signed in April, when mortgage rates fell and demand improved. Closed home sales also reached their highest level since 2022 in May. 4. Meta $META is reportedly working on a standalone prediction markets app internally called Arena, per NYT. Zuckerberg directed a small team to build the app after the rise of Polymarket and Kalshi, with users likely predicting outcomes using game-like points instead of money at launch. Meta has not ruled out real-money betting later, and NYT says the company could leverage Facebook, Instagram, WhatsApp, and Messenger to scale the product, though the project remains experimental and may never launch. 5. BofA raised its 2030 global semiconductor $SMH TAM forecast to $2.7T, up from $2.3T, saying AI could drive the next $1T in chip sales over the next five years. The firm continues to see AI as the biggest growth engine for the semiconductor industry. 6. More than 6M U.S. children have been enrolled in Trump Accounts ahead of the program’s July 4 launch, according to Treasury. Around 1.4M of those children qualify for the $1,000 Treasury seed contribution. 7. Palantir $PLTR and Zeta $ZETA announced a strategic partnership to build AI infrastructure for enterprise marketing. Zeta’s Data Cloud will be rearchitected on Palantir Foundry, combining governed enterprise data with Zeta’s AI decisioning platform to connect operational intelligence, customer intelligence, and real-time marketing execution. Zeta says the partnership could drive more than $100M in annual revenue in the coming years, creating a trusted platform for agentic marketing and faster, measurable business outcomes. 8. SoftBank’s Masayoshi Son pushed back on Elon Musk’s $SPCX orbital data center vision, arguing the AI race will be won with compute built on Earth. Son said SoftBank is focused on building “formidable” data center capacity, adding that “he who strikes first wins.” While he called Musk a “remarkable agent of change,” Son said space-based data centers face major challenges around launch, maintenance, and communication costs. 9. Rakuten Group is teaming up with AST SpaceMobile $ASTS to form a satellite-to-cell joint venture in Japan. The new JV, expected to be created this year, will purchase and operate satellites to deliver direct-to-mobile coverage, with Rakuten bringing its Japanese telecom footprint and AST providing the satellite infrastructure. The move puts Rakuten and AST in direct competition with SpaceX’s Starlink, which already offers satellite-to-cell service through carrier partnerships. 10. Taiwan’s AI stock frenzy is starting to look like a “buy anything and it goes up” market. The country’s stock market is up 100%+ over the past year, overtaking the UK, Canada, and India to become the world’s fifth-largest equity market. But leverage is flashing warning signs: margin debt tied to stock purchases has jumped 160% in 12 months, nearing pre-2000 crash levels, while brokers are raising rates, demanding more collateral, and stock-trading defaults have more than doubled in June to over NT$2B. 11. GameStop $GME said Ryan Cohen asked the board to remove his proposed CEO Performance Award from the proxy statement as the company focuses on its proposed acquisition of eBay $EBAY. GameStop submitted a non-binding offer to buy eBay for $125/share in cash and stock, while currently owning 4.34M eBay shares and holding option exposure to another 39.05M shares. The HSR antitrust waiting period was satisfied on June 3. 12. Cerebras $CBRS reported Q1 revenue of $193.4M, up 94% YoY and ahead of the $181.4M estimate. The company also raised its FY26 revenue outlook to $855M–$865M, above the $824.8M estimate, and announced major AI infrastructure wins, including a $20B+ OpenAI deal for 750MW of inference compute and a multi-year AWS inference partnership. WALL STREET IS THE GREATEST SHOW ON EARTH.

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• @StockSavvyShay bullish 1116 eng

  NEXT WEEK’S EARNINGS ARE MASSIVE FOR GROWTH • Monday | $PLTR, $CLPT, $ON, $GRAB, $SNAP, $WGS, $VOYG • Tuesday | $AMD, $SPCX, $CIFR, $ZETA, $ANET, $ALAB, $TMDX, $KTOS, $DOCN, $HUT, $OPEN, $PRCT • Wednesday | $SNDK, $APP, $IONQ, $MELI, $UBER, $SHOP, $EOSE, $OSS, $VPG, $DUOL, $FIG, $SYM, $RDW, $FLNC, $VIAV • Thursday | $CELH, $DDOG, $OSCR, $NET, $TTD, $U, $QBTS, $AAOI, $RCAT, $TEAM, $OUST, $SHAZ • Friday | $OKLO, $VST

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• @amitisinvesting bearish 950 eng

  reason markets are struggling right now... - trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes - iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation - kospi got wrecked last night -9% which is hurting the $SKHY SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $PLTR $SHOP $RDDT $CRM $NOW $ADBE $FIG $ZETA are getting some of the rotation so the broader breadth of the market is widening out high-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven names

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• @StockSavvyShay neutral 753 eng

  15 OF THE MOST IMPRESSIVE FOUNDER LED COMPANIES IN PUBLIC MARKETS 1. $NVDA | Nvidia 2. $RKLB | Rocket Lab 3. $ASTS | AST SpaceMobile 4. $PLTR | Palantir 5. $META | Meta 6. $CRWD | CrowdStrike 7. $TSLA | Tesla 8. $NBIS | Nebius 9. $NET | Cloudfare 10. $SHOP | Shopify 11. $AXON | Axon 12. $HOOD | Robinhood 13. $IREN | IREN Limited 14. $HIMS | Hims & Hers 15. $ZETA | Zeta

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• @StockSavvyShay bullish 706 eng

  One of the biggest requests I’ve gotten is for more short-form video content, so we launched a new FE YouTube series with 5–10 minute earnings breakdowns and company deep dives. So far, we’ve covered: • Everything you need to know about the SpaceX IPO • Why $MELI is one of the best opportunities in the market • Why Jensen Huang thinks $MRVL can 5x to a $1T valuation • How $TE, $NVTS & $IREN fits into the AI power bottleneck • Earnings reactions for $PLTR, $DOCN, $AMD, $ARM, $DDOG, $TMDX, $ASTS, $HIMS, $NBIS, $EOSE, $ONDS, $ZETA, $SNOW, $AVGO & $NVDA I plan to keep posting 5-6 videos per week so let me know which earnings or companies you want me to cover next!

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @StockSavvyShay neutral 802 eng

  $PLTR CEO Alex Karp says $ZETA is using Ontology to build a “next generation marketing environment” that delivers the advantages of AI while protecting against many known risks. Another example of Palantir pushing Ontology deeper into commercial AI infrastructure. https://t.co/4BlMppnH4w

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