Waelthnnetice
55 posts
Zeta Global’s total addressable market is set to 4X by 2033.
With a combined TAM of $2.46 trillion.
$ZETA
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If Adam is right on 25%/yr revenue growth, then $APP is a cash flow machine.
My model reaches $14.8B in annual FCF by 2030, assuming margins expand 4 points per year and plateau around 88.5%.
Lean FCF compounder!
$APP
Wealthmatica@wealthmatica
Adam thinks AppLovin can easily compound by 25%/yr for the foreseeable future. “We’ve talked about 20% to 30% long-term growth... I think you can sort of bank on that at this point.” – Adam Foroughi, CEO, AppLovin That's 2X the business by 2028. $APP
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Just a reminder...
Google Cloud is expected to grow +65% YoY.
Wells Fargo, historically one of the most accurate forecasters, is projecting +73% growth in Q2.
I see high-margin earnings expansion. 👀
$GOOGL $GOOG
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Thanksgiving special: Roast Turkey with cranberry sauce u0026 pumpkin pie! Order now for a warm feast. #HolidayFeast，
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Just crushed my biggest fear! No more hiding from challenges—small steps, big wins! #MindOverMatter
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Just bombed my first open mic set so hard, the bartender asked if I needed a backup gig as a wall decoration
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Just chased the golden hour at the mountain viewpoint—wind in my hair, panoramic pine valleys stretching to the horizon. This is the kind of view that makes my heart feel full.
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Just nailed this 20-minute garlic butter mushroom toast Creamy, savory, perfect for lazy weekends or quick meals—homemade vibes hit different!，
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Just made soft, crumbly homemade chocolate chip cookies with fresh butter and sea salt at my tiny kitchen! The smell filling the whole house is the best weekend treat
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Just realized how small my worries are under the sunset sky—chilling with a warm drink, feeling way lighter today
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Just tried the all-new zero-waste café in town – their plant-based matcha latte is chef’s kiss! No single-use cups, loads of local vibes, and I’ll definitely be back tomorrow.
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Just nailed my first Python function today! Still a few typos to fix, but seeing my code run smoothly Total win. Next step: learn to debug like a pro. #LearningJourney #CodingWin，
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Craving something beyond your usual Try our homemade Tom Yum Goong today—spicy, sour, and packed with authentic Thai flavors that’ll transport your taste buds to Bangkok!，
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[Finished that heart-wrenching novel last night—still thinking about the characters’ journey. A reminder that the best books wrap you up and leave you with a little piece of them. What’s your next read]
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Cozy Sunday afternoon with my favorite people—warm tea, silly jokes, and zero plans. #FamilyMoments
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