Pagaya announces a $368M AAA Personal Loan Resecuritization… here’s what you need to know: This was the FIRST EVER Fitch Ratings, rating = $PGY is now dual AAA (with Kroll Bond Rating Agency) What this means: - Pagaya’s loans are even more proven - It has top-tier credit

The short interest in software is at a fresh all-time high

What Zeta Global Actually Does — and Why Claude Can’t Displace It Most people know $ZETA as an “AI marketing platform,” but that phrase doesn’t fully capture what the company actually does. $ZETA is the AI Marketing Cloud — it brings together identity, intelligence, and

$EOSE This Little-Known $7 Energy Stock Is Sitting on a $23 Billion Pipeline Why a misunderstood battery manufacturing company could be the most interesting trade of 2026. theinvestorchannel.substack.com/p/the-little-k…

In most storage systems, installed capacity ≠ usable capacity. Energy gets stranded because controls are designed around the weakest module—so systems are oversized to compensate. By managing imbalance at the module level, DawnOS™ allows Eos systems to deliver virtually all

Our 1Q 2026 financial results will be announced on Thursday, April 30 after market close. Join our Co-Founder, Chairman, and CEO David A Steinberg and CFO Chris Greiner for a live broadcast that day at 4:30pm ET. More details here: zetaglobal.com/zeta-global-to…

We will be LIVE for this earnings report folks. Huge quarter incoming for $ZETA

$ZETA's real MOAT… - 1P intent data-lake. - 1P data pairing. I walk through this entire process live on Stock Tank. If you’re a shareholder, you NEED to understand how this works. Ask me any question you’d like.

Imbalance doesn’t have to cascade. When a single module falls out of balance, DawnOS™ isolates it and routes around the issue. Keeping the string online with less than 1% impact. Most modules recover on their own and are automatically reintegrated. No technician. No restart.

Does AI encroach on the data ingestion MOAT $ZETA has developed? No, I believe it does not. Let’s explore why! In the post attached below, I previously hinted towards $ZETA's proprietary intent data being only ‘one side’ of the coin. Yes, Disqus. The other side is ID

At the end of the day, the biggest value we drive is for our customers. 600% ROAD We have the people, data, and technology to keep raising the bar and winning in the marketplace . Thank you Ann Ann Berry for a great fireside chat and amazing energy at PossibleEvent this

$ZETA This is an interesting one… David was asked about the track record of 18 consecutive beat & raise quarters… “I will tell you, and I have to be very careful here - we are winning in the market place in a meaningful way.” *CUT* Yes, they cut the video. Perhaps David

The year is off to a strong start with Zeta’s 1Q results, achieving our 19th straight beat and raise quarter📈 Today, we announced: 🌟 $396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business) 🌟 Super-Scaled Customer count up

$ZETA guide for 21% core revenue growth next quarter and FLAT Marigold revenue. They BEAT Marigold revenues guide by 17.1%. - Q2 Guide: 36% YoY If they do the same amount of Marigold revenues in Q2, they will hit $428.1 million. That's 38.6% YoY without ANY core revenues

So $ZETA is casually crushing Rule of 67, while the market still thinks your grandma can vibe code Athena AI with a few API calls, match it against trillions of data points on 245M Americans, and return $6 for every $1 customers spend. Cool thing.

Post-report $ZETA thoughts… - The team is executing. - The product is superior. - New customers are signing up. - New Ad Agencies are signing up. - Core business revenues are growing. - Core + Acquisition revenues are RAPIDLY growing. The trend towards sustain profitability

zetachain:native had explosive NEW client growth... Let's take a look under the hood. The company reported an impressive quarter, we all saw the topline number: 50% YoY. Of that 50% growth: - Acquisition related: 21% YoY - Core Organic: 29% YoY Let's dive deeper... Of that