Oscar is mentioned as a position in the creator's portfolio that had a rough day, with further discussion planned for a different video.
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Zeta Global ($ZETA) 80% is Just the Start
Sep 25, 2026
The creator discusses Zeta Global ($ZETA), highlighting its recent 83% stock increase as just the beginning. The company's data-driven advertising platform, which offers a competitive advantage over companies like The Trade Desk, is expected to benefit significantly from the upcoming holiday season ad spend. Despite potential concerns about rising interest rates impacting ad budgets, the creator believes Zeta's focus on consumer and retail clients, who rely heavily on advertising, positions it for strong upcoming results.
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Gap is used as an example of a retail company that will be less affected by rising interest rates due to having less debt.
Vistra is mentioned as an example of a larger company with significant debt that will be more negatively affected by rising interest rates compared to retail companies.
The creator contrasts Zeta Global with The Trade Desk, noting that The Trade Desk has performed terribly and is unlikely to turn around because it is just an advertising company without Zeta's data-driven competitive advantage.
Zeta Global ($ZETA) has seen an 83% stock increase in the last 6 months, which the creator believes is just the beginning due to strong growth prospects and the upcoming holiday ad spend season.
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ZETAbuy opened Sep 25, 2026
+12.62%