


Davis.
13.3K posts

@Davis_C15
cardiovascular sonographer🫀 $PLTR and $ZETA 🇳🇴🇺🇸




Tomorrow $PLTR will reaffirm why they are a future $1T company.

$PLTR Q1 deal activity was 🔥🔥🔥 Here is the list of the deals you need to know before Monday's Earnings: • Maven became an official Program of Record for the US Military; • Maven Smart System (AI targeting) expansion in the Czech Republic; • Up to $ 1bn with the US Department of Homeland Security; • $ 1bn for 5y with the Office of Procurement Operations; • Airbus expansion rumored to be ~$1bn over 10 years; • Bain global expansion; • 5y expansion with Stellantis; • Nvidia expansion to deliver a sovereign AI OS reference architecture; • HD Hyundai expansion worth “hunders of millions” over several years ; • Polymarket and TWG partnership to police sports betting; • GE Aerospace expansion to increase the J85 engine’s readiness; • LG CNS partnership to drive AI across the LG Group; • Centrus Energy partnership; • Moder partnership to co-build an AI-powered mortgage operations platform; • Ondas and World View partnership to advance the capabilities of the Multi-Domain Intelligence Platforms; • OneMedNet partnership to launch the Real-World-Data Platform; • Valar Atomics disclosed as client; • Rackspace partnership to enhance UK Government Managed Operations; • Sibyl, a French consultancy, partnership; • Instinctools, a German software engineering company, partnership. Q2 continues strong with: • Ukraine Reconstruction; • $300m with Dep. of Agriculture. ————— Top notch clients. Deeper and deeper relationships. Any chances growth can slow? Not anytime soon. Yours, @arny_trezzi

$HIMS feeling that blockbuster Earnings from $LLY Corner the market and gain.





The year is off to a strong start with Zeta’s 1Q results, achieving our 19th straight beat and raise quarter📈 Today, we announced: 🌟 $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, and more These wins are powered by the system we built and accelerated by our successful launch of Athena by Zeta™, which was part of our meaningful outperformance. A big thank you to our customers – these results reflect what we’re building together. We're here to help you understand who you’re reaching, engage them in ways that work, and bring it all together in one place. Congratulations to Team Zeta for another quarter of growth. Learn more about our 1Q 2026 earnings results: zetaglobal.com/zeta-global-re… $ZETA


the lightweight Palantir chore coat [04.30.2026 • 0930 AM EST]


