Gavin Clark

1.3K posts

Gavin Clark

@ClarkGavinSonia

23 year old | Husband | Investor | Work optional one day 🤞 $AMD $OSCR $ZETA $ABCL DYOR I’m not a financial advisor

Kansas City, MO Katılım Eylül 2020

531 Takip Edilen153 Takipçiler

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Gavin Clark@ClarkGavinSonia·1 Haz

As of this morning 1 June 2026. 300k net worth between my Roth IRA and my individual brokerage account. Exactly a year ago these accounts combined for 92k. Life changing! Plan is to lock in some of these gains and buy a house with acreage🤞

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Gavin Clark@ClarkGavinSonia·15h

@YodaStockInvest Yessir! $ZETA going to carry me to the promise land haha

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YodaStocks@YodaStockInvest·16h

I'm growing increasingly fond of $ZETA. Only a 5B MC with solid growth measures on both revenue and EPS. Very low Forward PE. Looks like an easy growth play to me. Might buy.

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Gavin Clark@ClarkGavinSonia·2d

@InvestingAddict I made life changing money selling 30k of my VOO and putting it into AMD last April around $90. Little bit of luck and now I just bought a farm house on 14 acres. $AMD is the only reason I’m able to buy this property at 23 years old! Very blessed man!

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Investing Addict@InvestingAddict·2d

Stop complaining that you can’t afford a house if you’re sports betting, not saving money, and buying individual stocks instead of index funds.

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Gavin Clark retweetledi

RonnieV@TheRonnieVShow·4d

$OSCR x $ZETA 👀 Listen to what both companies are saying. Oscar CEO Mark Bertolini: “Consumers expect to shop for healthcare like everyday products, on choice, price, and value.” Oscar just launched Lucie, an AI powered marketplace designed to change how consumers shop for healthcare. Now look at Zeta. Its AI platform uses trillions of consumer signals to help companies: • Acquire customers • Lower acquisition costs • Personalize consumer experiences • Understand the full customer journey Zeta is also hiring specifically around Healthcare Data and Audience Applications. Here is where it gets interesting: Oscar wants to build the consumer marketplace for healthcare. Zeta has the identity, intelligence, acquisition, and activation technology that could help scale it. Zeta would not even need to replace Oscar’s existing Salesforce stack. It already integrates with Salesforce Marketing Cloud. There is no confirmed partnership. But the strategic fit between $OSCR and $ZETA is becoming increasingly difficult to ignore. I may be early here, but I am watching this closely into 2027.

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Gavin Clark@ClarkGavinSonia·9 Tem

@JB_Invests @wealthmatica Yessir! $Zeta is my largest holding in my brokerage. Was looking for a little more growth other than $SMH in my Roth. I initiated a $PLTR position for a little more growth.

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JB@JB_Invests·9 Tem

@ClarkGavinSonia @wealthmatica I don’t think you can go too far wrong with either of $ZETA or $PLTR here personally. NFA of course.

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JB@JB_Invests·7 Tem

$ZETA x $PLTR will be an unstoppable force for years to come. Combined, they have some of the best AI software technology on the planet, and $ZETA’s data cloud will be live on $PLTR’s foundry in the next month or so. I’m super bullish on both long term.

Wealthmatica@wealthmatica

$ZETA's data cloud will be live on Foundry in the next 30-40 days. For $PLTR shareholders… This means every one of Zeta’s 600+ enterprise customers becomes a pre-integrated commercial opportunity inside the Palantir ecosystem. You’re looking at a MASSIVE sales flywheel for both companies. $ZETA x $PLTR

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Gavin Clark@ClarkGavinSonia·9 Tem

@wealthmatica Got me down this rabbit hole! Really like what I see just don’t know if I have the cash to buy

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Wealthmatica@wealthmatica·9 Tem

Trump is seeking to approve at $1.5T 2027 defense budget. That's a 42% YoY increase... $VOYG is a critical player in the Golden Dome project and management is guiding a floor 25% CAGR through to 2030. That's without any Starlab space station upside. $VOYG

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Gavin Clark@ClarkGavinSonia·9 Tem

@JackPrescottX @louismosley I have a large chunk into $ABCL as well! I remember within a year ago listening to spaces with yall talking about it. Had to jump in

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Jack Prescott@JackPrescottX·9 Tem

@ClarkGavinSonia @louismosley No, but I love it here. This is my plan: We’ll see if it pays off. Fingers crossed PLTR stays at these levels for just a little while longer

Jack Prescott@JackPrescottX

Alright. My $ABCL position has been fully built out for a long time and I just keep expanding it. I’m for real sticking to my core position this time. But I’ve decided I’m going to build a small second ABCL position on the side via DCA twice a month until ph2 readouts in Q3. Idk how to price this company. I don’t go by conventional metrics - I don’t care if that’s how the market is valuing biotechs in general right now. Anything under $8, I’m gonna DCA. Hoping I can grab a nice little chunk of shares one last time before readouts. Would probably be an extra 5%-10% relative to my core position if I’m lucky. I also believe $PLTR is highly disrespected right now in the $130s and of course am giga-bullish on them and believe it’s only just the beginning. My plan is to take this new batch of ABCL shares I’d be buying over the summer and rotate them into PLTR after what I hope will be a nice jump from strong ph2 readouts. I still have 87.50% of my original PLTR position but as I’ve said before, I would like to get back to at least 90%. This rotation would help me do so.. So basically it’d be kind of like a trade. Worst case scenario, ABCL doesn’t pop the way I think it will, or PLTR runs up too much in the meantime before I can rotate… and I’d just keep holding the new ABCL shares (oh noooooooooo! /s) for the long term. For the situation I’m in, it really feels like a win/win. I’ll be happy with either outcome. Unless ph2 readouts are botched… then I’d be pissed 🤣. Of course, I expect them to be strong. But there’s always unknown unknowns. I continue to believe that I own two of the coolest and most important companies on Earth. I’ve never been more confident in them. It’s only just the beginning.

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Jack Prescott@JackPrescottX·8 Tem

$PLTR 110,000 NHS operations transpired thanks to Palantir’s software Palantir’s @louismosley told The Sun: “Public services are not being delivered in the way that people expect them to be at the level of efficiency and the quantity, and technology has a huge role to play in closing that gap between the expectation and the reality. That’s what Palantir was born to help do. Imagine you’re trying to book a patient into an operating theatre. In the old world, you would find yourself logging in to a series of different IT systems, each of which contained a bit of critical information. So, first you needed to see maybe the list of patients waiting, who’s top of that list. Then you’d have to go into another system, which would be the staff-rostering system, to find out which doctor, which anaesthetist is on call. Then you’d have to log into a third system, which would be the operating theatre schedule, so when is there a slot in the theatre? And then you would probably manually figure out what patient to slot in with, which doctor to be available at what time.” “People get booked in for an operation, they turn up at hospital only to discover that the anaesthetist is no longer available, because actually they’re on holiday … That kind of thing was happening up and down the NHS every day.” …. Now he says it’s a very different story: “With the software that we’ve provided, they now have a single interface where all of that information is brought together seamlessly, and it becomes simple to put patients into the next available slot. Once you have that comprehensive picture, you can begin to layer in also lots of fancy AI, which starts to recommend, ‘Well, given we’ve now got a 45-minute slot that’s turned up here, because so and so has cancelled their operation, who is going to be the right patient to slot in there that makes sure we’re not going to run over time?’. It can get more and more sophisticated, and that increases the efficiency. And, by the way, that’s why the NHS has managed to do 110,000 operations because of the software, which would not otherwise have happened.”

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Gavin Clark@ClarkGavinSonia·9 Tem

@JackPrescottX @louismosley I just started a position yesterday in my Roth IRA. Still considering throwing some at it in my brokerage

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Gavin Clark@ClarkGavinSonia·9 Tem

@investingwithac @KresoOptions $Zeta is my largest holding and $Oscr is second as well! Have around a $15 average in both of them

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Invest with AC@investingwithac·9 Tem

@KresoOptions Mostly $OSCR but with new additions it is being diluted …. $ZETA 2nd :)

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Gavin Clark retweetledi

Invest with AC@investingwithac·8 Tem

Life is easy when you own… $OSCR - Healthcare + AI $ZETA - AI Business/Marketing Intelligence $SOFI - All-in-one financial services Don’t over complicate it.

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Gavin Clark@ClarkGavinSonia·8 Tem

@TheStockerMan Yeah $Zeta is my largest holding in my brokerage. I ended up buying into $Pltr. I’m mainly into $SMH in my Roth so a small position into $Pltr shouldn’t hurt

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Stocker-Man@TheStockerMan·8 Tem

@ClarkGavinSonia I like $PLTR a lot long term, but I wouldn’t chase it aggressively here. For a Roth, I’d probably start $PLTR slowly and DCA, but I still think $ZETA has more upside from these levels if the $PLTR partnership starts converting into real customers.

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Stocker-Man@TheStockerMan·7 Tem

$ZETA just announced the Zeta Business Intelligence Engine, or ZBI, built to help enterprises turn proprietary consumer data into actual business intelligence. The real asset is the data cloud. $ZETA has 450+ scaled enterprise customers, 189 super-scaled customers, and super-scaled customer ARPU is already around 1.7M. Now layer that on top of $PLTR Foundry. Marketing was the first use case: 1) customer acquisition 2) retention 3) monetization But business intelligence becomes the 4th use case. Instead of only helping companies market to customers better, $ZETA is now trying to help enterprises make better decisions using AI and their own proprietary data. That is a much bigger TAM. The CEO also said all clients on $ZETA data platform will be moved over to $PLTR Foundry in the next 30-45 days, and they expect at least one joint customer from $PLTR side this quarter. This is infrastructure migration, joint go-to-market and new product category. And the valuation still does not look crazy. $ZETA is guiding for roughly: $1.785B FY26 revenue $397M adjusted EBITDA $235M free cash flow positive GAAP net income At a ~$5.2B market cap, that is around 2.9x 2026 sales and 13x adjusted EBITDA. For a company growing revenue around 37% this year, expanding margins, generating real FCF, and now plugging into $PLTR’s enterprise ecosystem, I think the market is still underestimating the story. It is slowly becoming an AI intelligence layer for enterprises. And if this $PLTR partnership starts producing real joint customers, the re-rate could get very interesting.

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Gavin Clark@ClarkGavinSonia·8 Tem

@TheStockUp_ My two largest holdings $Zeta and $Oscr! Initiated a small position of $Pltr today in my Roth IRA.

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The Stock Up@TheStockUp_·8 Tem

You are a few stocks away from retiring. $OSCR and $ZETA are generational investments

RonnieV@TheRonnieVShow

My 3-year bull cases: $ZETA → $120 $OSCR → $150 $PLTR → $400 $SOFI → $70 $NBIS → $550 $MSFT → $775 $META → $1,450 Bookmark it.

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Gavin Clark@ClarkGavinSonia·8 Tem

@WSB_redditor @Ashton_1nvests $Zeta

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WSB Redditor@WSB_redditor·8 Tem

@Ashton_1nvests $LMN.V

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Gavin Clark@ClarkGavinSonia·8 Tem

@CGInvesting10 I’m a big believer in Roth IRA. But I can’t get behind the 401k hand cuffs lol. A Roth IRA is all you need for retirement. I funnel every penny into my brokerage, goal is to become work optional much earlier than 59 1/2

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CG Investing@CGInvesting10·8 Tem

Knowing at the age of 22 that I have been building a 401K and a Roth IRA give me so much comfort Even though it’s only $3,000 the amount that will be in those accounts when I retire will easily make me financially free There is no reason to wait to save for retirement