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Sam Badawi
@Sam_Badawi
Stock analyst & creator. Interviews + deep dives on stocks, fundamentals & AI. Origins of Alpha + Quarterly Conviction on YouTube | Beta opens Dec 1 ⤵️
Joined March 2020
699 Following    56.7K Followers
Zeta Global $ZETA has officially entered the FedRAMP Marketplace with its government-focused marketing platform, potentially opening a new revenue opportunity across U.S. federal agencies. While still in the initial implementation phase without certification, this is an important step toward expanding beyond commercial enterprise customers. Established companies like Palantir $PLTR, Salesforce $CRM, Microsoft $MSFT, Adobe $ADBE, and ServiceNow $NOW already have FedRAMP-certified offerings. Zeta’s entry is particularly interesting given its existing partnership with Palantir and its broader ambitions in AI infrastructure. I’ve been long Zeta since 2025 and remain bullish on its long-term potential. This news surfaced yesterday, but the opportunity is bigger than a single announcement and adds to my conviction as Zeta continues expanding into new markets.
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