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re: a thread for ZETA
Posted on 7/6/26 at 3:30 pm to cgrand
Posted on 7/6/26 at 3:30 pm to cgrand
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If tweet fails to load, click here. quote:
Marketing was our first application and still very important for our clients. Today, we're expanding beyond customer acquisition, retention, and monetization into a fourth use case: business intelligence. We call it the Zeta Business Intelligence (ZBI) Engine, helping organizations make better decisions with AI.
This next chapter is made possible by our partnership with @PalantirTech . Up until now, business intelligence has operated in the rearview mirror. By rearchitecting Zeta's Data Cloud on top of Foundry, we will be able to project business intelligence and decision-making into the future for the first time. This significantly expands the TAM for Zeta and the capabilities for our enterprise clients.
This post was edited on 7/6/26 at 3:35 pm
1
Posted on 7/6/26 at 4:52 pm to cgrand
Posted on 7/6/26 at 6:29 pm to cgrand
one last thing, which sheds a great deal of detail light on the PLTR deal...the zeta data cloud (and thus, Zeta Business Intelligence) will be completely on boarded on to foundry within the next 30-40 days. what does that mean? it means that every PLTR commercial enterprise client can turn on ZETA services with a click of a mouse.
hows that for a foot in the door
Some of Palantir's most notable commercial clients include:
Aerospace & Automotive: Airbus, GE Aerospace, Stellantis, and Waymo.
Financial Services: Wells Fargo, Morgan Stanley, Swiss Re, and Canada Life.
Energy, Utilities & Manufacturing: BP, Rio Tinto, Applied Materials, Samsung, and LG Energy Solution.
Retail & Consumer: Walmart, Amazon, CVS Health, and Chipotle Mexican Grill.
Healthcare & Life Sciences: Centene, Baptist Health, Merck, and AstraZeneca
hows that for a foot in the door
Some of Palantir's most notable commercial clients include:
Aerospace & Automotive: Airbus, GE Aerospace, Stellantis, and Waymo.
Financial Services: Wells Fargo, Morgan Stanley, Swiss Re, and Canada Life.
Energy, Utilities & Manufacturing: BP, Rio Tinto, Applied Materials, Samsung, and LG Energy Solution.
Retail & Consumer: Walmart, Amazon, CVS Health, and Chipotle Mexican Grill.
Healthcare & Life Sciences: Centene, Baptist Health, Merck, and AstraZeneca
Posted on 7/7/26 at 1:01 pm to cgrand
thru heavy resistance at 22.50. A setup and close above here brings 25-26 into view and a 52 week high. Looking good barring any unexpected bad news (related or otherwise)
Posted on 7/8/26 at 9:59 am to cgrand
quote:thanks don!
barring any unexpected bad news
by the way, there’s been some discussion amongst the community as to the possibility that ZETAs transition into business intelligence might put them into competition with the very partner that makes it possible (PLTR).
This guy, who’s been right all along, thinks the company they are going after to disrupt is NOW.
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built on $PLTR 's stack and armed with $PLTR 's ontology. Every decision, action and outcome AthenaOS produces – is BACKED by the Palantir Ontology and Zeta's SuperGraph. This is an overt edge.
Posted on 7/8/26 at 11:35 am to cgrand
ServiceNow has 14B in annual revenue and a market cap of 110B. Zeta has less than 2B in revenue and a market cap of 5B. NOW trades in the 100s and ZETA trades in the 20s
For ZETA to reach the 100s it needs similar revenues and/or an astronomical free cash flow conversion rate, and a higher multiple
so that’s the goal, in my view by 2030
For ZETA to reach the 100s it needs similar revenues and/or an astronomical free cash flow conversion rate, and a higher multiple
so that’s the goal, in my view by 2030
Posted on 7/9/26 at 12:39 pm to cgrand
Loading Twitter/X Embed...
If tweet fails to load, click here. confirmed by Bloomberg
disappointing but priced in. They need to just settle this case and move on. No harm is motion to dismiss but the courts take shareholder claims seriously and discovery on this could be painful and costly (and distracting). All of this followed the culper short report years ago
I’m certain they have insurances for this
Posted on 7/9/26 at 2:17 pm to cgrand
meh I closed my spreads today, seems like there's faster growth in some other names.
Posted on 7/9/26 at 9:36 pm to j1897
Claude updates its position in zeta
unrelated to any particular stock I find this experiment fascinating. The AI model was given a bankroll and instructed to trade however it sees fit. Periodically the lab queries the model to provide analysis. Claude is currently beating the SP500
Loading Twitter/X Embed...
If tweet fails to load, click here. unrelated to any particular stock I find this experiment fascinating. The AI model was given a bankroll and instructed to trade however it sees fit. Periodically the lab queries the model to provide analysis. Claude is currently beating the SP500
Posted on 7/9/26 at 9:53 pm to cgrand
That’s encouraging. Are you not concerned about that lawsuit posted above?
This post was edited on 7/10/26 at 6:28 am
Posted on 7/9/26 at 10:26 pm to supadave3
not really
the lawsuit is one of the things keeping the price depressed so I’m cool with being able to buy at 20 when I get a couple bucks come free. Market didn’t care today obviously
They’ll settle, they always do. These shareholder class actions are the cost of doing business as a public company. Odds are you own something that’s either been sued, are being sued, or will be sued
Earnings on 8/5 will be the key for this thesis
the lawsuit is one of the things keeping the price depressed so I’m cool with being able to buy at 20 when I get a couple bucks come free. Market didn’t care today obviously
They’ll settle, they always do. These shareholder class actions are the cost of doing business as a public company. Odds are you own something that’s either been sued, are being sued, or will be sued
Earnings on 8/5 will be the key for this thesis
Posted on 7/10/26 at 1:37 pm to cgrand
quote:while we wait, here’s a little between the lines theorizing on ZETAs potential to disrupt (with a partner) the healthcare industry
Earnings on 8/5 will be the key for this thesis
LINK
5 minute read, very interesting
the play on ZETA is going to require patience. They have a lot of irons in the fire and not all of them are going to see immediate results. I think you options guys would be better off buying LEAPS rather than short dated calls. Or just buy the shares and sit tight
Posted on 7/10/26 at 2:14 pm to cgrand
also
quote:
Over the last 12 months, the focus has rapidly shifted toward the software layer that allows AI to connect with enterprise data and applications. Instead of simply answering questions, these systems can access company databases, analyze documents, execute multi-step tasks, and automate entire business processes with minimal human input. In other words, AI is evolving from a chatbot into a digital employee. As a result, the enterprise AI market is now expected to exceed $155 billion by 2030.
Posted on 7/13/26 at 10:11 am to cgrand
testing 22.50 again today. Major resistance
aaaand rejected
aaaand rejected
This post was edited on 7/13/26 at 11:30 am
Posted on 7/13/26 at 12:54 pm to cgrand
Been lurking on Money Talk for a little while & learning. Jumped in on ZETA today. Hoping for some beginners luck lol.
Earlier this year op-ed a Roth IRA @ invested it in VTI ETF. Learning slowly as I go.
Earlier this year op-ed a Roth IRA @ invested it in VTI ETF. Learning slowly as I go.
Posted on 7/14/26 at 5:15 pm to cgrand
quote:finally a close above resistance. Hasn’t done that for six weeks since the last run up. If it can stay there 25 is the likely next stop.
testing 22.50 again today. Major resistance
earnings in 3 weeks. It will be a good report. If the market is going to reward ZETA it should be soon.
It’s obvious to me they are going to raise 2027 guidance
Posted on 7/23/26 at 3:28 pm to cgrand
been a shitty couple of days no doubt.
some signs though that their revenue wheel is starting to spin up. this is ZETA controlling (and getting paid for) ad spend on ChatGPT
some signs though that their revenue wheel is starting to spin up. this is ZETA controlling (and getting paid for) ad spend on ChatGPT
Loading Twitter/X Embed...
If tweet fails to load, click here.Posted on 7/23/26 at 3:30 pm to cgrand
if you are bullish this is the rationalization of the current dip. i agree but certainly could be wrong
quote:
$ZETA is selling off on macro concerns and the narrative that more enterprise spending is shifting toward AI CapEx instead of SaaS.
The market is missing that tighter budgets force marketers to consolidate spend around the highest-ROI platforms. As David Steinberg has repeatedly said, these environments are when Zeta performs best. Zeta isn't a cost center; it's a revenue creation center. It helps customers drive more revenue, improve efficiency, and expand profits, creating even more capital to invest in AI infrastructure and CapEx. If anything, today's environment strengthens Zeta's value proposition. This dip looks like an opportunity, not a deterioration in the business.
Posted on 7/23/26 at 10:08 pm to cgrand
This looks like a genuinely attractive opportunity below $20.
It’s right on the very edge of inflection, must like OUST.
It’s right on the very edge of inflection, must like OUST.
Posted on 7/25/26 at 1:00 pm to bayoubengals88
It is frustrating in the short term having conviction on this one and the market doesn’t give a shite. I’m long and strong but anxious for some momentum. This current range is iron tight.
I saw something today that makes sense for yet another revenue stream. There is a customer with nearly unlimited need for accurate and constantly updated consumer data…the Fed. They already partner with PLTR to synthesize publicly available data, ZETA owns a 500+MM individual data set. PLTR could help make a future contract with ZETA happen
I saw something today that makes sense for yet another revenue stream. There is a customer with nearly unlimited need for accurate and constantly updated consumer data…the Fed. They already partner with PLTR to synthesize publicly available data, ZETA owns a 500+MM individual data set. PLTR could help make a future contract with ZETA happen
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