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The Wheelie Investor
@WheelieInvestor
#1# Paralyzed Trader in the World ♿️ ⏐ Agentic Trading ⏐ Building @AgenticTG | NFA
Joined July 2024
1.2K Following    34.8K Followers
$ZETA Earnings Preview - Brought to you by Wheelie's Research Agent Expectations: Revenue: ~$471M, up ~40% YoY Adjusted EPS: $0.28 Recent Positives: AthenaOS launch, specialized AI models with Fireworks using NVIDIA Nemotron, and the Digital Audience acquisition agreement. Palantir Partnership: Zeta is rebuilding its Data Cloud on Foundry, opening a path to eligible enterprise customers. I’m watching for customer wins, implementation progress, and a timeline for meaningful revenue. Options Pricing Skylit Tempest implies a ±17.38% move, versus 12.82% historically. Roughly ±$5.61 around the $32.30 snapshot price. This signals volatility, not direction. I'm watching for how $ZETA is doing with customer acquisition from $PLTR partnership and whether or not they produce a profitable quarter
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