Jonas Åberg

After 60+ days since start of Iran war, a new war motive is published. It wasn't about nukes, missile capabilities etc. It's all about revenge.. Real motives (oil hegemony, Bibi's blackmail and squeezing China) still too early to release.

@wealthmatica When you have data (customer behaviour of existing customers' customers), acquisition for new customers is efficient. For old customers, acquisition is much harder than retention with existing data. New customers bring new data, helping old customer w acquisition. Flying wheel.

zetachain:native had explosive NEW client growth... Let's take a look under the hood. The company reported an impressive quarter, we all saw the topline number: 50% YoY. Of that 50% growth: - Acquisition related: 21% YoY - Core Organic: 29% YoY Let's dive deeper... Of that 29% core-organic growth: - Existing Client Growth: 48.3% - NEW Client Growth: 51.7% That's very impressive for zetachain:native. Chris Greiner (the CFO) mentioned on the earnings call that, they "secured large ad-agencies", and a "large 3000+ store retailer from a competitor" this past quarter. Interesting. This is indeed bullish. The last thing we need to have answered is the WHAT part of the business... Did the new clientele sign for: - Retention - Growth - Acquisition The reason being, acquisition is a MUCH harder business to fufill than retention and growth. We know that 60% of zetachain:native's business is customer retention - they're good at it. However, management hinted towards these ad-agencies joining for acquisition. Quote, a "greenfield opportunity" - David Steinberg If I have another opportunity, my next question(s) would be... 1. Of this 15% YoY new clientele organic revenue growth, how much is attributable to the acquisition use case? 2. Today you have 552M ID's in your data cloud today - is there natural ceiling to this number, and are you activity considering expanding the size of your data cloud? Over-all, fantastic print! Great job to David and the team - keep itup. zetachain:native

@vontuchman Sisäinen keskustelu käytiin vasemman ja oikean aivopuoliskon välillä. Onko ihan pakko lisätä öljyriskiä? No, on! Ja niinhän siinä sitten kävi😁

@vontuchman Toki Long Oil voi olla optimaalisempi sijoituskohde kuin indeksien shorttaaminen ennen pörssin sulkemista tänään, tässä skenaariossa.

Tanskan pörssihän on tänään auki, joten DKK-sertit ja warrantit ovat treidattavissa Nordnetissä. Muistakaa avata valuuttatili jos näitä käytätte, muuten maksatte vaihdosta ylihintaa... #pekka

Trump can freely determine whatever tariffs he wants to impose, shifting by the day.There are serious consequences though. No one can make investments impacting next 20 years ahead, based on US market, where tariffs may shift monthly, yearly based on Trump's temper of the day.

@SecScottBessent Peculiar that Trump doesn't let you in on the attack that probably happens tonight..

It is very difficult for rats in a sewer pipe to know what’s going on in the outside world. Some color for the Iranian Leadership as they literally sit in the dark: 1. The United States has complete control of the Strait of Hormuz. 2. There is a hard currency, i.e. U.S. dollar, shortage. 3. Food and gasoline rationing are in place. 4. The entire international community has turned against you. 5. The BLOCKADE will continue, until there is pre-February 27 Freedom of Navigation.

@TheStockUp_ @EndicottInvests Just quite easy to arrive at a base case of 2.3 billion for 27, 26 will land at 1.9 -2.0 and 2028 probably 2.4+/- 0.1. $ZETA is so conservative that they always forecast what's basically 100% in pocket by ER publishing date. I'd love to hear confirmation from @dsteinberg10000 🙂

@jonaskkaberg1 @EndicottInvests That is the bull case. conservative means the $2.3B 2028 target

Ah yes $ZETA selling off after growing 50% Makes total sense

@TheStockUp_ @EndicottInvests The 2.3B target is a joke, they will beat it in 2027.

@EndicottInvests $ZETA billings up 53% means Q2 is already loading. RBC raised PT to $29 this morning calling guidance conservative. Market selling 50% revenue growth is the gift. Street high $44 and the 2028 roadmap to $2.3B just got more credible 🔥

@vontuchman Mutu-fiilis perustuen hallinnon palavereihin tällä viikolla ja 60 pv mandaattierimielisyyksiin.

@jonaskkaberg1 En ostanut, mulla on shortteja. 😅 Onko kättä pidempää tietoa?

@wealthmatica Only $ZETA hold is before ER. Only analyst with stars still has the first number wrong, should be 3. In due time the stock will get past its intrinsic value and that's when the real buying often starts😎

Analyst $ZETA updates! - RBC: Increase PT = $29 - Truist: Reiterated PT = $30 - KeyBanc: Increase PT = $22 - Needham: Reiterated PT = $25 - Canaccord: Reiterated PT = $30 - Morgan Stanley: Reiterated PT = $23 Sentiment is shifting on the Street, once again. 👀 $ZETA

@BRICSinfo 🤣Who is projecting this? Trump himself, Hegseth or somebody else? Polymarket giving 7% odds, Nobel Peace Prize Committee giving 0% odds.

JUST IN: 🇺🇸 President Trump projected to win Nobel Peace Prize despite Iran war, The Independent reports.

@WhiteHouse The White House is often criticizing free speech not being allowed in other countries (UK, EU etc.). Yet, you openly strive to hinder free speech at home. Could you ellaborate, what should be allowed in this regard in US, and what elsewhere?

When is ABC Fake News Network firing seriously unfunny Jimmy Kimmel???

@USronaldcarter It was a signalling, yes. It was a signalling that 🇺🇲 can either be a part of the free world, or leave as Trump wishes. In any case, the free world prevails. That was the signal, if you get it, you get it. If not, that's your challenge (problem).

NOBODY IS TALKING ABOUT THE REAL STORY HERE Yes, King Charles just visited the White House. Yes, Trump and Melania walked him out personally to say goodbye. But here's the part everyone is missing: This is the first time a reigning British monarch has made an official state visit to Washington in history. Charles didn't send a diplomat. He didn't send a letter. He flew across the Atlantic himself — in person — during one of the most strained periods in the US-UK relationship in decades. Trade negotiations unresolved. NATO funding disputes ongoing. The Iran situation still unfolding. And the King of England showed up anyway. → You don't send a monarch for a photo op → You send a monarch when the relationship needs something only a monarch can deliver → A personal appearance from the Crown is a message to every other ally watching The handshake on the South Lawn with both flags flying wasn't ceremony. It was the UK signaling to the entire world that whatever tensions exist, the alliance holds. That's what nobody is saying out loud. When a king travels to you, it means the back channels weren't enough. And both sides knew it. Follow before, it's too late, if you don't, you will regret it.

@MungersOracle94 Thanks, it's not about luck though, it's mostly about probabilities😉

@jonaskkaberg1 I think you’ll do well holding. Good luck. 👍

Sold: 1500 shares of $ZETA @ $20.31 . Frustrating initial entry. Won’t be adding this name again unless it dips back down well under $17. $SPY $QQQ $IWM

@MungersOracle94 👍Many ways to invest, many ways to win and many ways to lose. I understand your logic. Kenny Rogers put it well, for me $ZETA is a hold under 40: You've got to know when to hold 'em Know when to fold 'em Know when to walk away And know when to run

@jonaskkaberg1 $20.31 to $19.06 is over 5%. And it was more like five minutes. And I don’t day trade. Just swing trade an invest. But with these economic conditions- I’m not extending my timeframes out past 90-180 days. Hope that helps things make sense.

@dsteinberg10000 Congrats! You are just getting started.

Zeta crushed Q1, marking a standout start to the year and our 19th straight beat and raise quarter. ✅$396M revenue, an increase of 50% Y/Y (29% growth when excluding revenue from Marigold’s Enterprise Business) ✅Super-Scaled Customer count up 19% Y/Y, with Super-Scaled ARPU up 21% Y/Y ✅Achieved the Rule of 67 ✅Athena drove greater than 7X more agent interactions and accounted for over 60% of AI platform utilization around Athena Extremely proud of the @ZetaGlobal team for continuing to deliver and raising the bar quarter after quarter. $zeta LFG 🚀🚀🚀 Read more here: businesswire.com/news/home/2026…

@MungersOracle94 I'm not a trader, I just see thräe intrinsic value wit management's underestimated forecasts at around 35 and real intrinsic value at 50. 1-2% hourly moves are.., well they are what they are..

@jonaskkaberg1 Price now down 1.2 points to $19.06. On 1500 shares. You do the math.

@MungersOracle94 Ok, the general point on the market I agree with, but selling this one now is probably something you will swear about for years to come😉

@jonaskkaberg1 Because I got a horrible original entry and am done bag holding, and because the underlying metrics of this stock market and economy suck. I want less exposure.