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JB
342 posts
JB
@JB_Invests
Investor from the UK, focusing on US Tech - AI, Space, Memory & Photonics. None of my X posts should be considered financial advice.
Katılım Eylül 2025
49 Takip Edilen408 Takipçiler
🚨 NEW POSITION 🚨
I’m entering a new long-term position into $NU
Here is why:
> $NU growth is compounding hard: record quarterly revenue of $5B with net income of $871M, up 41% YoY, and a customer base above 135 million supported by AI-driven credit decisioning.
> Cheap valuation relative to growth - the stock has fallen 8% over the last 90 days to ~$13.87 and trades down ~18% year to date, while earnings are forecast to grow ~80% over the next two years.
> Capital returns starting. $NU have initiated their first-ever share repurchase program, which is up to $1B over 12 months from June 2026, backed by strong capital generation and fully funded expansion across Brazil, Mexico, Colombia and the US.
> Their price is lagging against fundamentals: EPS has compounded ~87%/year over three years while the share price has only done ~54%/year, so multiple compression has done the de-risking for you.
My PT is $45-$50 by 2030, if they can execute on my expectations.
Long $NU 💵 🇧🇷
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Has $ASTS been broken by $SPCX?
It seems to be dropping like a falling knife…🤨
Despite the fact:
> They’ve been awarded the J-LEO contract with Rakuten, worth $1bn in funding
> Launching 3 new birds into orbit in August to provide better speeds + capacity globally
> Guiding $150-$200m in revenue for FY26, representing 100% revenue growth if they can execute.
Are the market just falling out of love with them or has $SPCX destroyed the whole space sector?
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@wealthmatica 2 weeks of data and they’re already panicking 🙈 great buying opportunity imo
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$APP is down -12%...
BofA reports that AppLovin's new e-commerce footprint is down this month. Reporting:
> May: 950 pixel additions
> June: 750 pixel additions
Bank of America did note "it's too early to extrapolate near-term trend" on $APP's new offering.
I agree.
I think long-term, they will be extremely successful.
What a silly sell-off!
$APP
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Nice open for $ZETA 🤑
$ZETA +5%
$QQQ -1%
What a great start to the week!
JB@JB_Invests
Another bullish partnership for $ZETA They just keep on coming… These partnerships are genuinely groundbreaking for a company with a market cap of still only $5 billion. They’ve now done deals with: > $PLTR > $SNOW > $AMZN (AWS) > And Now: OpenAI They’ve now validated their technology with some of the best companies in the world + consistently beating and raising guidance. Probably the best R/R long term stock I’ve seen in a long time given their potential.
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Another bullish partnership for $ZETA
They just keep on coming…
These partnerships are genuinely groundbreaking for a company with a market cap of still only $5 billion.
They’ve now done deals with:
> $PLTR
> $SNOW
> $AMZN (AWS)
> And Now: OpenAI
They’ve now validated their technology with some of the best companies in the world + consistently beating and raising guidance.
Probably the best R/R long term stock I’ve seen in a long time given their potential.
Wealthmatica@wealthmatica
Confirmed: OpenAI x Zeta Global OpenAI has allowed $ZETA Global to ingest consumer signal data from their platform. This will enrich their data graph to better place ads. (Source: July 6th Status update) $ZETA
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$ASTS Ready for launch🚀
Feels like things are really picking up now....
$100 Soon?😅
AST SpaceMobile@AST_SpaceMobile
BlueBird 11 arrives at Cape Canaveral. BlueBirds 12 and 13 will be following shortly. Next stop, orbital launch in the first half of August.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Execution in motion. Manufacturing at scale. Built in Texas. Broadband from space. A market we invented. 🌎📶📱🇺🇸 #ASTSpaceMobile #Broadband #ConnectingTheUnconnected #BlueBirds
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Now +20% on my $META position.
High-quality company with great fundamentals and cheap.
It was so obvious… $MSFT next?
JB@JB_Invests
I honestly think $MSFT and $META are generational bargains at their current prices. Mag 7 is on sale👇 $META = 13.8x Forward P/E (FY28) $MSFT = 16.4x Forward P/E (FY28) $NVDA also looks to be at a good price. I’ve bought all 3 up heavily recently and will hold long term + add on dips. Great entries here (NFA).
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@ClarkGavinSonia @wealthmatica Sounds like a good plan! I think both have great potential.
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@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 $PLTR position for a little more growth.
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$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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@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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Finally $ZETA has a ticker on X…
I’ve been bullish on this company for a while and it’s good to see FinX has woken up to $ZETA.
They could be one of the industry leaders in data & AI marketing for years to come.
A reminder:
> Q1 2026 revenue up 49.9% YoY, beat estimates by 7%, full-year guidance raised
> Athena AI platform now generally available; agentic interactions up 7x in first week
> Rolling Athena out to agencies via SuperGraph tech, broadening the customer base
> Palantir partnership integrating Zeta’s Data Cloud with Foundry, Athena projected to add $100M+ in annual revenue
> Positioned to benefit from third-party cookie decline in AdTech
This is why I’m long $ZETA
JB@JB_Invests
$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.
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@AlanGlorian We’ve just hit $9 a few weeks back, I don’t think it’s unreasonable to see $10 relatively soon. Particularly given the good news we’ve seen as of late for $AMPG
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Keep buying the dips guys! It’s on sale! @aleabitoreddit @2147mill
$SIVE
JB@JB_Invests
$SIVE -50% over the past month, despite Serenity (@aleabitoreddit) continuing to push this stock to his followers and making vague, sweeping statements suggesting $SIVE is going to 10x over the next few years. ‘Likely’ this and ‘Probably’ that. But this aggressive selling is supposedly just down to ‘The Swedes’ - please do not blindly buy these stocks from X accounts pushing their agenda without doing your own research. It will not end well.
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