Zillow is a strong buy with a low valuation (2.4x sales, forward PE under 11, forward P/FCF under 10) and significant AI integration to improve agent and renter services, content creation, and buyer visualization.
Source Post
3 Hidden AI Revolution Stocks to Buy Now
Jun 24, 2026
The creator discusses the AI stock market, noting that many companies have become overvalued. He highlights three "hidden AI plays" that are part of his portfolio, focusing on companies using AI to enhance their existing businesses rather than those solely built on new AI models. The first stock discussed is Zeta Global, which is presented as an attractive AI play with a more reasonable valuation compared to peers like Palantir.
Linked Mentions
Tickers discussed in this post
Duolingo is a buy as an AI tailwind stock, with AI enhancing its platform and user engagement, leading to long-term growth potential.
Palantir is mentioned as a comparison point for Zeta Global, trading at a much higher valuation (52x sales) despite strong revenue growth.
Zeta Global is highlighted as a hidden AI play with an attractive valuation (3.3x sales) and strong revenue growth (50%), making it a compelling buy.