@Davis_C15

cardiovascular sonographer🫀 $PLTR and $ZETA 🇳🇴🇺🇸

Joined October 2012
  • Tweets14.3K
  • Following386
  • Followers3.4K
1.3KMedia
Amit and I ran into a very familiar friend while walking Time Square. $PLTR ♥️
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If you’re wondering how $PLTR closed green today, well…
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@michellebakes_ @amitisinvesting
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“Salesforce and Braze will spend the next two years integrating. Zeta will spend them extending its lead.” $ZETA
David A Steinberg
@dsteinberg10000Oct 20
We believe the Salesforce-Braze acquisition will be an incredible catalyst for Zeta. Please see this analyst briefing for more information. $ZETA LG 🚀🚀🚀 Read more here: investors.zetaglobal.com/new…

Zeta Global Releases Statement on Salesforce’s Intent to Acquire Braze

ZETA GLOBAL | INVESTOR BRIEFING Salesforce / Braze October 20, 2026 Our Reaction Salesforce's acquisition of Braze creates a significant competitive opportunity for Zeta at a pivotal moment in...

investors.zetaglobal.com
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What a beautiful shelf forming at $180+ 🥵
TrendSpider
@TrendSpiderOct 20
$PLTR back like nothing happened...
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Davis. retweeted
Nick
@wealthmaticaOct 19
Enterprise frontier alpha-maxxing. $ZETA x $PLTR
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Working on my second Substack! Why $GPIX and $GPIQ are my favorite income-generating ETFs, their tax advantages, pros and cons, and how their total returns stack up against traditional index ETFs like $SPY and $QQQ.
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You know it’s a bad day in the markets when you gotta look at @KobeissiLetter page to figure out wtf is going on 🥲 (I love you guys)
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Look, dividends are boring, but on days like this, I’m glad I have a decently sized dividend portfolio. $PLTR $ZETA vs $VOO $GPIX $GPIQ -5.5% vs -0.45%
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Little did I know this post was for me 🥲
이재명
@Jaemyung_LeeOct 13
살아야지요. 어떻게든 사셔야 합니다. 힘드시면 109번 전화를 하십시오. 사실 길, 살아야 하는 이유를 함께 찾아드릴 것입니다.
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I attended ZetaLive 2026 and wanted to break down simply what Zeta does and why these four announcements matter. I talk about AthenaOS, MCP, AIM, and custom silicon chips in plain English and what they could mean for the future of $ZETA Substack article link 🔗: davischeney.substack.com/p/z… This is my first true writeup ever and I'd love to hear you thoughts!
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South Korea always on some bs over there. Get a grip 🙄
The Kobeissi Letter
@KobeissiLetterOct 15
BREAKING: South Korea's stock market extends losses to over -8% on the day, triggering a level 1 circuit breaker. Trading has been halted for 20 minutes amid the intense selling pressure. A level 2 circuit breaker would occur next at a -15% drop.
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$ZETA Live Reaction | Ft @wealthmatica & @Davis_C15 We talked about the 4 big PR announcements and then some! Enjoy! youtu.be/fT3rzJoTLRk

Zeta Live Reaction | Ft @wealthmatica & Davis

Nicks Substack - https://wealthmatica.substack.com/Davis X: @Davi...

youtube.com
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MAKE THEM WEAR THE CHORE COAT DR. KARP
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Working on a layman write up on $ZETA and Zeta Live since @wealthmatica likes to use too many big fancy words for my primitive brain
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Credit where credit is due, I would’ve never thought to ask this had Nick not written about it!
Nick
@wealthmaticaOct 13
I’m speechless… Q: Is there a pathway into the public sector, for example: Zeta may help the FED… “The answer is yes. We’re already working on that…” – David Steinberg, CEO $ZETA
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licensed vibe investors $PLTR 🔮
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I agree with Amit agreeing with Steve
amit
@amitisinvestingOct 11
$ONDS I agree with much of what Steve is saying here below. Have been looking deeper into Ondas as well. The biggest issue is dilution, which obviously has kept the stock down. It’s been the biggest bear case. However, the combination of a $1.5T defense budget + the broader defense conglomerate that Ondas is creating (funded via dilution) + 52-week lows + rapid growth with GAAP net income on the horizon makes this interesting. The biggest thing getting my attention with Ondas is the $PLTR Palantir partnership and I am diving deeper into why/how both companies are working together in order to scale the broader OS that is coming together as a result of the combination. Open to hearing more perspectives on this name, I know there is a passionate retail base that is likely very annoyed because of dilution but I am trying to envision what it takes for Ondas to be a $25B company one day and how much growth could be achieved synergistically with their acquisitions to make it happen.
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Hi @sydney_sweeney did you know Palantir and Zeta are at 52 week all time highs and I’m a partial owner of each? 🫶🏼
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My net worth, reputation and conviction is in these two men and their companies. Couldn’t feel better about it! $PLTR x $ZETA 🚀
David A Steinberg
@dsteinberg10000Oct 10
One of my favorite moments from #ZetaLive26 was looking out into the crowd when Alex Karp took the stage and seeing a sea of Zeta x Palantir hats. The partnership is truly epic, but what matters now is closing an additional $100M with decision-makers overseeing more than $200B a year in marketing and technology spend sitting in the room. $zeta LG 🚀🚀🚀
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