Investing📈| Building an early retirement portfolio💰| Not financial advice |
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Joined December 2023
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Musk predicts $SPCX will ~50X in <10 years
Roth MKM reiterates a Buy rating on $ZETA, with a price target of $55.00. The company’s shares closed last Friday at $33.09. 🚀
Zeta Global Introduces AthenaOS Enterprise Platform
Zeta Global ($ZETA) said Thursday it has introduced its enterprise operating system, AthenaOS, combining enterprise knowledge with predictive customer behavior models.
AthenaOS is currently in internal testing, with a public beta set for later this year and general availability planned for Q1 2027, the company said.
Zeta also introduced a headless integration tool, Athena MCP, at its Zeta Live 2026.
Separately, Zeta said it is collaborating with Fireworks to build Athena Inference Model using Nvidia's ($NVDA) Nemotron architecture. It said the inference model will be part of the AthenaOS beta later this year.
$ZETA $NVDA
Zeta Live 2026: Zeta Introduces AthenaOS, the Enterprise Intelligence Operating System that Turns Intelligence into Growth
Built on the Zeta Data Cloud, AthenaOS combines enterprise knowledge with Zeta intelligence, dynamically builds around a business objective and learns from every outcome to drive smarter decisions, faster actions and measurable growth
Athena MCP, Zeta's headless solution, brings Zeta intelligence into the applications, agents and workflows where enterprise teams already work
New Athena Inference Model (AIM), developed in collaboration with Fireworks using NVIDIA
Nemotron, brings specialized Al to specific AthenaOS use cases
Zeta has begun work on development of a specialized AIM chip with partners to deliver faster intelligence more efficiently through a capital-light approach
Zeta Global $ZETA to Acquire Senso, Adding Al Engineering and Frontier-Model Connectivity to Its Intelligent Al Infrastructure
$ZETA has entered into a definitive agreement to acquire Senso, a Y Combinator-backed Al engineering company whose technology helps power Zeta's Generative Engine Optimization (GEO) offering. The acquisition will bring additional technology in-house, add Al engineering talent and deepen its connectivity to frontier models.
“4 of the biggest announcements we’re ever gonna make as a company…” $ZETA live 🕰️
The team has no shortage of ideas when it comes to Zeta Live. Some are an easy yes, some take a little more convincing, and some are probably better left as surprises. There’s a lot happening behind the scenes as we get ready for next week, and I can’t wait to see it come to life. #ZetaLive26 $zeta
LG 🚀🚀🚀
Man City are cooked💀☠️
🚨 MAJOR BREAKING: Premier League confirm an independent Commission has found Manchester City GUILTY OF ALL CHARGES related to serious breaches of the Premier League’s financial rules over a nine-season period, and the majority of charges in relation to its failure to co-operate with the League’s investigation.
The club has the right to appeal the independent Commission’s findings and has until Friday 2 October to exercise that right.
The Premier League Board’s intention is that the full process (including any appeals and publication of relevant decisions) is concluded as soon as possible.
The independent Commission found that between Seasons 2009/10 and 2017/18:
- Manchester City arranged ‘sham’ contracts (which misrepresented the true agreement between the parties) with a number of its commercial partners, as well as relying on ‘sham’ agreements with others, to artificially inflate the club’s revenues and reduce its costs
- The club filed misstated accounts and concealed the true state of its finances from its auditors and football regulators
- Manchester City was significantly in breach of both the Premier League’s and UEFA’s spending limits
- During the Premier League’s investigation, Manchester City committed multiple breaches of its duties of co-operation and utmost good faith towards the League (three of the four alleged breaches were upheld)
The analyst behind AppLovin drop… $APP
Edgewater says AppLovin $APP is entering a “show-me” phase as growth normalizes.
The firm says MAX is nearing a functional ceiling, market share growth is less consistent, and “competition is impacting APP’s net spreads at the margin.”
4Q26/2027 estimates are moving lower.
As always Mr $ZETA delivering the goods with this great write up✍️
Check it out!
Zeta Global: The Master Thesis
Here’s my latest Substack thesis paper. An updated take on my $ZETA Global thesis.
Everything you need to know…
- KPIs
- MOAT.
- Infographics.
- Financial Model.
- Value Proposition.
- Management’s Roadmap.
Of course, entirely FREE.
Substack article link 🔗: wealthmatica.substack.com/p/…
Please enjoy,
Nick.
Global expansion underway!🚀
Let’s go $ZETA
Today, we announced a new @ZetaGlobal hub in London, strengthening our presence in the U.K. and bringing our Intelligent AI Infrastructure to more enterprises across the market and help us grow even faster in the UK and Europe.
I am also excited to welcome our new U.K. President, Lalitha Stables. She brings experience from HubSpot, Salesforce and Google and will lead the strategy behind our continued growth in the U.K. $zeta
LG 🚀🚀🚀
businesswire.com/news/home/2…
Apple $AAPL announcing the release of the iPhone 18 Pro, while quietly taking down the iPhone 17 Pro… because it’s essentially the exact same phone, but in different colours with an extra 100 slapped on top🥲
Palantir $PLTR and Nebius $NBIS partner to deliver a complete sovereign Al stack to Palantir customers
Palantir names Nebius its preferred sovereign
Al infrastructure partner, bringing Nebius compute and inference inside the Palantir perimeter
Strategic partnership based on shared vision that open models and looped customer data create the smartest domain intelligence and provide better security
Companies will work together to bring new Al capacity online faster
Great $VOYG interview here with their CEO
Check it out!
Official Interview: Dylan Taylor | @dylan
Voyager Technologies CEO on Starlab, Golden Dome, Palantir & the Moon.
Here's the summary...
In this 35 minute interview we dove into the future of the company and Voyager's roadmap to become a $10B business:
1:00 Background & Life
1:35 Core thesis of Voyager
3:17 Energetics monopoly
6:10 Golden Dome & Defense
8:42 Guidance: Organic 25% CAGR
9:56 Agentic AI spectrum platform
12:35 LEO & space edge computing
15:35 Orbital datacenter supply chain
19:09 Datacenters on the Moon
20:18 Starlab's revenue potential
22:00 Starlab's operating platform
25:07 Starlab's 2029 timeline
26:04 Does Starlab need NASA?
27:35 Astrobic & Lunar
30:34 Lunar power generation
33:08 How large can Voyager be?
Thank you, @dylan for coming on the podcast. It was a pleasure and we'll do it again soon!
$VOYG
One holds two people, the other holds 4 people.
You’ve also selected priority pick up vs UberX which carries an additional charge.
Although CyberCab is great. It’s not a like for like comparison.
Not a bad YTD so far💪💰
The drop on the graph was the decision to sell/reduce some holdings to fully pay off my mortgage - a decision I had been debated a while but ultimately I think I wise one, and more importantly piece of mind now being fully debt free🏡
The YTD gains helped along by $ZETA
LFG🚀
Since when did paintwork have anything to do with the ability to fight in combat
This is what a defeated aircraft carrier looks like.
The USS Abraham Lincoln arrived in Thailand, covered in rust and clearly visible fractures.
It did not even have a working elevator for the planes. There are usually 4 of them. The planes are visible on deck, but should be in the hangar in the deck below.
The carrier could not continue fighting against Iran. Tired and broken. Leaking toilets.
Why look for the next big AI stock when you can still own Nvidia $NVDA at a current forward P/E of 18, with incredible economics while growing 106% YoY