DG Invests

@Mariusz_Invest Popping off🚀

Ai is real! $AEHR just guided FY27 revenue to 130 to 150 million. Street was at 85. Record bookings of 60.7 million, effective backlog of 100.6 million underwrites it. Cash tripled to 116 million in one quarter. Stock up 27%.

@Aktiehedonist I’ve done that a couple times myself🥲 It’ll all make sense in a decade when💰💰🚀 Great results for $AEHR 🔥

My wife never understands why I put on an earnings call in my headphones while going to bed. Tonight, it will be $AEHR. I’ll probably share a few thoughts on it tomorrow.

It feels good crossing the £100K mark after ~3years of investing. “The first $100,000 is a bitch, but you gotta do it. I don’t care what you have to do – if it means walking everywhere and not eating anything that wasn’t purchased with a coupon, find a way to get your hands on $100,000. After that, you can ease off the gas a little bit.” - Charlie Munger Next stop £200K LFG🚀😎

Oh well, it looks like a Spain v England final then!🏴󠁧󠁢󠁥󠁮󠁧󠁿🤪 ITS COMING HOME🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿

David Steinberg $ZETA CEO’s interview on NYSE TV moments ago🎥 $PLTR x $SNOW

@haddad_jac79558 @wealthmatica David is on NYSE TV soon, you may get some of them answers

Hi Nick @wealthmatica You are literally our eyes and ears when it comes to $ZETA. Thank you for all the work you've put into understanding the company and sharing your research with the investment community. As David appears on CNBC today, here are a few questions I'd love to hear addressed: 1. At what point should investors reasonably expect the partnerships with OpenAI, Snowflake, and Palantir to begin contributing in a measurable way to revenue growth, customer acquisition, or operating margin expansion? More importantly, what specific milestones should investors watch over the next 12 months to know the strategy is working? 2. Does the migration to Palantir Foundry simply reduce infrastructure costs, or does it fundamentally change what Zeta can build? Do you envision solutions emerging that neither company could have developed independently? 3. Looking ahead, does Athena evolve from an AI assistant into an enterprise operating system? Will customers eventually build their own applications inside Athena, and how important is Model Context Protocol (MCP) to that long-term vision? 4. Could Athena ultimately orchestrate third-party AI agents and become the intelligence layer across multiple enterprise applications? 5. Do you envision Athena becoming industry-specific over time—for example, healthcare, financial services, retail, or government? 6. What customer problem does ZBI solve that traditional business intelligence platforms cannot? When do you expect ZBI to become a meaningful contributor to revenue? 7. How should investors think about the OpenAI relationship? Is its greatest value the direct revenue opportunity, the acceleration of Athena's capabilities, or some combination of both? 8. Finally, if you were sitting across the table from the CEO of a Fortune 100 company evaluating Zeta, Salesforce, Adobe, or ServiceNow, what would you say is Zeta's most compelling competitive advantage? Looking forward to today's discussion. Thank you again for everything you do for the community.

$ZETA 👀

Zeta Global $ZETA call volume above normal and directionally bullish Earnings are expected on August 4th.💰 $ZETA

@SparkingFIRENC Slow Horses, Severance and Pluribus are great

Based on how good the shows I watched on Apple TV this weekend were, I see why! $AAPL

@DeepIceValue Disagree with you on memory stocks but each to their own🤝

We are 41 hours away from the market open.. I hope you wont be buying $MU, $HIMS or $SPCX

🚨 BREAKING: The England vs Mexico game on Sunday will now kick off at 7pm UK time due to bad weather

FIFA expected to announce the England v Mexico game is being rescheduled to a 7pm kick off on Sunday, rather than a 1am kick off Monday morning, due to forecasted thunderstorms 😮‍💨😮‍💨🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿

@digitalchampi No

Will I be a millionaire by 40 with these indexes. Investing £25 a day….. Vanguard S&P 500 (Dist) Invesco EQQQ Nasdaq-100 iShares MSCI World ex-US

$IREN investors waiting for deals being signed✍️

The economics are completely different. Klarna is primarily a merchant fee business with mostly 0% interest BNPL loans, resulting in a lower revenue take rate (around 3% of GMV). Affirm earns significantly more per dollar of GMV through longer duration, interest bearing loans and a higher revenue yield. That’s why Affirm can generate similar or even higher revenue on roughly one third of Klarna’s GMV. More importantly, GMV isn’t revenue, and revenue isn’t profit. Markets are valuing future earnings power, margins, and cash flows, not just transaction volume. A business that monetises each dollar of GMV more effectively and is expected to deliver stronger long term profitability can justifiably trade at a much higher valuation despite being smaller by GMV.

Klarna is nearly 4x larger than Affirm and yet the market cap is 4x smaller? Make that make sense. $AFRM $KLAR

@wealthmatica 15x by 3032?😂

House of the Dragon season 3 though😮‍💨🔥 9.5/10 so far from me.

😂😂😂

Don’t get me wrong, I follow plenty of smart investors on here who own Nebius, and many of them know what they own and have done very well with the stock, and others. But I do wonder how many other people on X would continue holding $NBIS if it sold off another ~50% over the coming weeks. It feels like it’s developing a bit of a cult-like following, with a mix of people buying because the price has been going up and others relying on borrowed conviction rather than their own research.

@JUST_KAWS SK Hynix > MU >> Sandisk

Name me a better dynamic duo than $MU and $SNDK Micron forward P/E 9x Sandisk forward P/E 12x I’ll wait…..