Next Gen Investor

🚀 SpaceX’s IPO Is Targeting June 12 After years of speculation, SpaceX is now close to one of the most anticipated IPOs in market history. The company is targeting a Nasdaq debut on June 12 under the ticker SPCX, potentially at a valuation approaching $1.75T. That would instantly place SpaceX among the world’s largest public companies. Today, SpaceX has evolved beyond rockets, and spans: - Defense and government contracts - Starlink satellite connectivity - AI and orbital data ambitions - Launch infrastructure At the same time, investor appetite around AI, defense, and next-generation infrastructure stories remains extremely strong. If the listing proceeds as planned, June 12 could become one of the defining market events of 2026. Not an offer, solicitation, or investment advice. Third-party information.

OpenAI & $ZETA will expand their partnership. All indicators suggest this is going to happen, the only remaining questions are... - Expand how? - and when? Here's my speculation and thoughts on this subject. To quickly summarize how $ZETA returns 600% ROAS for their enterprise customers, it comes down to data resolution and sequencing. 1. Enterprise adds their customer data to CDP. 2. $ZETA matches ID's in their 1P data base to Enterprise. 3. $ZETA then targets consumers with real-time, high resolution, high confidence data matching. All this happens in milliseconds, with 5000+ unique signals/attributes for over 552M IDs globally - in a proprietary, secure and privacy protected domain. Now, with that past us... The OpenAI (ChatGPT) application. How the heck would this work? Well, we know from The Information article recently published that OpenAI is current surveying the entire MarTech/AdTech industry for a suitable, temporary DSP partnership whilst they develop their own internal DSP. Neat. We also know that $ZETA and OpenAI announced a comprehensive partnership that makes Athen native to OpenAI and ChatGPT's language model native to $ZETA. On further partnership expansion, management has said some... interesting things. Check out this quote: “With any partnership – to go from something, to something MUCH bigger – it takes a step one. This is a step one, of what we anticipate to be many steps.” – Chris Greiner, $ZETA CFO. (Source: Needham Growth Summit) David Steinberg, CEO/Foudner, has also said some interesting things that have caught my attention... “There has been this narrative that the LLMs are going to come in and take all our business – by partnering with them, that comes off the table.” – David Steinberg, $ZETA CEO Hmm... clearly there are more comprehensive conversations here that are occurring that we are not privy to. So how will this work? I made a flow-chart graphic that I've attached below, please refer to this now. See I believe what $ZETA is primed to become, is the native enterprise funnel for ad-placement on OpenAI's intra. Yes, pure monetization on ChatGPT (ads). I believe this expanded relationship will allow $ZETA and OpenAI to work together, thus doing something a little more opportunistic... something $ZETA does with others. Triple ID pairing. Refer to the middle icon in the graphic below. What I suspect could be in development, is one of the most lethal, and high-resolution ad-funnels ever created. Here's why. > Enterprise adds data to cloud. > $ZETA ingests clients data + OpenAI's Consumer Data. $ZETA then cross-references all three data sources, think... - Enterpise Client DATA - OpenAI's 1P DATA. - $ZETA's 1P DATA. This is the trifecta of ID resolution. With data-points on millions of people, their bound to find matches within their data-sets to do all three marketing use cases: 1. Retain a customer. 2. Grow a customer. 3. Acquire a new customer. You see, there is this "confidence" issue when enterprises use an Amazon, or a Google DSP. As the $TTD CEO recently put it in his open letter – ironically, it's the company providing the ad-solutions marketing their own grades... Aka, Google and Amazon both tell you how accuracy the data is and the KPIs for your ad-spend; but it's their incentive to tell it's working as they want you to spend MORE. $ZETA could fix this here, in a proprietary sense... E.g: Enterprise data + OpenAI data = Verified by $ZETA's Data. $ZETA could essentially act as a third party entity that funnels high-quality, high-spend enterprises into the OpenAI DSP. All within milliseconds, identifying, attributing, and activating ads for $ZETA's enterprise client... All in a secure, rapid, resolution manner, with the ENTERPRISE client's ROAS at the fore-front of $ZETA's mind. After all, $ZETA does not care where they activate an ad for their client – they care about the best ROAS (return on ad spend). So, with all that said... when? Great freaking question. I can't tell you an exact date, as these systems can take quite some time to spin up, and OpenAI is likely to pair with a few marketing partners until their DSP is finished. As for a more "robust" announcement with $ZETA – I would not be surprised if we see some chatter about this happening over the next few months. I can tell you, $ZETA is eager! - Nick

Leopold released his 13F and uhh... WHAT IS THIS? Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML Bro turned into Michael Burry However, the fact that he was in these positions on March 31st means that the following rally over the next six weeks absolutely obliterated him. What is happening to Leopold (or what does he think is happening to us)?