The creator has recently bought Adobe and is adding more shares, believing there is significant upside potential despite a recent decline.
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ZETA Is AI | Earnings
The creator discusses Zeta Global Holdings (ZETA), highlighting its long-standing integration of AI and its potential to benefit from the AI trend. Despite a recent stock price decline, the company shows strong revenue growth, consistent guidance beats, and a clear long-term strategy with ambitious targets for revenue, EBITDA, and free cash flow. The creator believes ZETA is undervalued, with significant upside potential based on its current valuation metrics and future growth prospects, and plans to add to their existing position.
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The creator is actively adding to their Reddit position, believing it has substantial upside potential.
PayPal is mentioned as a 'ish' position that has decreased in value.
Duolingo is mentioned as another 'watcher' position the creator is monitoring.
ELF is mentioned as another 'watcher' position the creator is monitoring.
Zeta Global acquired Maragold's enterprise business, including a loyalty platform, to enhance its data ingestion capabilities for AI algorithms.
Zeta Global (ZETA) is a strong buy due to its AI integration, consistent growth, undervalued status, and significant upside potential, with the creator planning to increase their position.
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