Waelthamitca-Trading Assistant
58 posts
Waelthamitca-Trading Assistant
@JASNLudell
ᴄʀʏᴘᴛᴏ • ɴғᴛ’s • ᴘᴍᴇᴛᴀʟs • sᴛᴏᴄᴋs
Mauritius Katılım Aralık 2023
26 Takip Edilen27 Takipçiler
I don’t know what else to tell you…
$ZETA is an insane opportunity.
Buy the stock or not, I don’t care.
I talk about it daily – probably piss most of you off, but I can’t help myself.
It’s my most studied investment. Period.
I have absolute confidence, that in 10 years I’ll look back and this will be the investment that made me a millionaire.
If not…
I’ll take that on the chin.
$ZETA
Wealthmatica@wealthmatica
I like to buy "LEGACY disruptors". Traditional workflow SaaS is dying, and AI-Native infrastructure is taking the crown. Here are 7 legacy killers eating their lunch... 1) Zeta Global: $ZETA Legacy players challenged: Adobe, Salesforce, Oracle, TTD → Marketing/Ad Technology. → First-party data MOAT. → Growing 40% YoY
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
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OK honestly though...
When does $FICO become an obvious buy?
For me, that's around $935/share.
- Forward P/E: 20.7x
$FICO
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
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$NFLX deploying a Conversion API suite was their best decision ever...
"campaigns outperformed benchmarks by more than 75% across financial services, ed tech, and retail clients."
Ads revenue expect to grow by 100% YoY.
$3 BILLION worth.
$NFLX
Qualtrim@qualtrim
Netflix is guiding for $6B of revenue growth. "going from $1.5B of ads revenue last year to $3B this year ... that puts ads at about 25% of 2026 growth." – Spencer Neumann, CFO $NFLX
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
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Mastercard has a massive VAS runway.
VAS = Value-Added Services.
TAM: +$200B
CAGR: +26% YoY
Here are the three core Mastercard TAMs within their VAS category...
1. $MA: Agentic Commerce (The "Agent Suite")
- CAGR (2026-2033): 35.7%
- 2025 U.S. Market Size: $5.7$ Billion
- 2033 U.S. Projected Size: $65.5$ Billion
I believe this is a battle-zone between the likes of multiple BIG players:
- $GOOGL
- $AMZN
- $SHOP
- $MA
- $V
I should mention many are working together to create standard agentic check-out protocols.
Remember, whoever owns the payment rails for AI agents owns the transaction layer.
Wealthmatica@wealthmatica
Holy smokes... That's a wild stat. Mastercard is literally at the same P/FCF levels it was at the bottom of the COVID crash. - Today: 27.4x - COVID Crash: 27.6x The tailwinds are massive too: - Agentic Commerce. - Massive cross-board TAM. - VAS cyber-security expansion. I've considered $MA as an investment before, but this is seriously cheap. "Cheap" compared to historic norms. Free cash flow / share compounds, and valuations continues to slide. We've seen this equation before! $MA
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
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What the heck.
Brian's post made me check out GitLab a bit...
$GTLB market cap = $3.75b.
They also have a cash balance of $1.26 billion.
That's freaking 33.6% of the market cap in cash. Here's the kicker – Yes, GitLab has effectively zero debt!
🤯
$GTLB
Brian McCormick@bjmtweets
Portfolio Update: Increased to 5 positions I like all of these bull cases. $GTLB is one of the few AI beneficiaries without the threat of supply glut or customer concentration and is reasonably insulated from a recession.
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
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Wild stat...
90% of $ZETA's revenue comes from enterprise clients spending MORE than $1 million dollars/year.
Talk about high-quality clientele.
$ZETA
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@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
English
@wealthmatica Get the latest daily trading strategies for free.
👉 WhatsApp: api.whatsapp.com/send/?phone=13…
➡️Copy search input Reply "777" to WhatsApp: +13144458574
English
10 Ad/Mar-Technology companies you must have on your watch list…
1. $NFLX (Netflix)
2. $RDDT (Reddit)
3. $SPOT (Spotify)
4. $APP (AppLovin)
5. $AMZN (Amazon)
6. $ZETA (Zeta Global)
7. $MELI (MercadoLibre)
8. $META (Meta Platforms)
9. $UBER (Uber Technologies)
10. $GOOGL (Alphabet/Google)
1P DATA is the new oil – and these companies own it.
I'd happily buy any of them long-term.
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@JDB_trading I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅
➡️Copy search input Reply “TRADE” to WhatsApp: +17858102460
Here’s the link : api.whatsapp.com/send?phone=178…....
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"First time parallel parking—hit the curb, laughed, tried again. 30 mins later, nailed it! #LearningToDrive #SmallWins"
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Waelthamitca-Trading Assistant retweetledi
"Just did a stand-up set where I accidentally roasted a guy who turned out to be the venue’s owner. Now I’m either getting a free drink… or a lifetime ban. Win-win #ComedyNightFail #StandUpChaos"
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"Level up your skills: Spend 15 mins daily on targeted practice—consistency beats cramming! #SkillGrowth #DailyProgress"
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