Josh Ash
513 posts

Josh Ash
@joshooaash
Value-oriented real estate development & acquisitions | Stocks (swing → long-term) | Crypto | Pre-IPO & venture investments
New York, NY Katılım Aralık 2020
484 Takip Edilen191 Takipçiler

@Micro2Macr0 You're not worried about $ZETA being replaced by AI/Claude?
English

A few positive quarters and people are going to look back at these prices as an absolute steal. $ZETA
Wealthmatica@wealthmatica
Can we be objective for a moment... - Revenue +50% YoY - Core growth: +29% YoY - Wallet-share growth: ~30%/yr - New Customers = 51% of revenues. - 19 consecutive beat & raise quarters. - 552M person opt-in 1P intent & ID data cloud. - Guiding for FIRST FULL year of GAAP profitability. Put the idea of "marTech domination" aside. How does $ZETA not see at least a re-rating to the industry avg P/S multiple? - Industry Avg Multiple: ~6x - $ZETA Multiple: 2.7x $ZETA
English

$DELL (May 10, 2026-daily chart update)
Every time $DELL has broken out from its previous high on the daily chart with steady and strong whale accumulation, it has triggered a powerful surge. Buy or accumulate on the fresh breakout and ride the momentum. See you at $300!
Disclaimer: Not financial advice.

English

@StonkChris @StonkChris I didn’t know you’re a link marine. Time to fly
English

$LMND Q1 EARNINGS
• Revenue $258M vs Est. $252M
• EPS ($0.47) vs. Est. ($0.57)
• EBITDA: ($17M) vs. Est. ($23M)
• Gross Earned Premium: $306M (+31% YoY}
• Customers: 3.14M (+23% YoY)
Q2 Guidance
• Revenue $289M vs Est. $288M
• EBITDA: ($21M) vs Est. ($23M)
FY26 Guidance
• Revenue $1.2B vs Est. $1.2B
• EBITDA: ($49M) vs Est. ($52M)

English






