Christ is King🙏🏾☦️ Proverbs 16:3 | Futures Trader & Long Term Investor.
USA
Joined April 2024
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Ace♠️ retweeted
$RKLB | Stifel 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗕𝘂𝘆 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, maintains PT at $𝟭𝟯𝟮
Analyst sees Neutron’s delay as a manufacturing refinement challenge that does not materially alter the long-term thesis.
Ace♠️ retweeted
I’m speechless…
Q: Is there a pathway into the public sector, for example: Zeta may help the FED…
“The answer is yes. We’re already working on that…”
– David Steinberg, CEO
$ZETA
I believe $ZETA x $PLTR will eventually help the Federal Reserve...
In my latest Substack, I explore this concept.
Kevin Warsh has recently assembled a new task force. This task force has one goal – identify new data sources and methodologies to arm the FOMC with a better arsenal for improved decisioning.
To Warsh's point...
- Private industry does it.
- The FED has been notoriously late.
- Current data-points are laggard or void.
Change MUST happen.
I believe there is a world where the enriched governmental position $PLTR possesses, historical relationships between Warsh and Karp, and public $PLTR data contract with the FED – open the door for $ZETA's real-time touch point with the American consumer to feed the Ontology.
Though this architecture, the FED would privacy compliment, real-time contextual and transactional data on nearly every American adult (240M).
Here's my substack!
Enjoy the free read: wealthmatica.substack.com/p/…
I hope we can look back to this post one day and smile when it becomes a confirmed reality. Tick tock...
P.s. it may flag hot for some AI test due to the copy and paste of quotes or citations with context. The thought experiment, research and content are all written by me.
solana:So11111111111111111111111111111111111111112 is also a buy under $100. Not going crazy on crypto but if i can get at least 3 tokens at a good entry i'm more than happy
👀👀
Roth Captial massively raised their $ZETA Global price target…
PT: $44 → $55
Rating: Buy
Commentary:
"The company unveiled several important new technologies at its Zeta Live Conference, and the firm believes that ts AthenaOS "operating system" should enable Zeta to win more large-scale customers while also enabling it to greatly increase spend-per-customer at the enterprise level... These technologies also complement its Palantir, Snowflake and OpenAI partnerships and position Zeta to accelerate its growth in 2027"
Holy smokes!
$ZETA $PLTR $SNOW
Ace♠️ retweeted
$ABCL AbCellera $18 PT from UBS 🔥
"Beyond menopause, we estimate ~$420M in risk-adjusted 2035 sales from oncology-associated VMS (breast and prostate cancer treatment). Given the shared biology with menopause-related hot flashes, and Lynkuet's OASIS-4 study, we view this as a relatively de-risked indication"
Ace♠️ retweeted
🚨 LIUM ROUTES GPU REVENUE INTO NEARLY $2.7M OF SN51 BUYBACKS + BURNS $TAO
@lium_io has used GPU-rental revenue to buy back and burn nearly $2.7M of SN51 alpha across five transactions in under six months.
September alone accounted for $946K, more than double August’s $365K buyback.
The commercial side is scaling with it. Lium reported $964K in 30-day GPU billings, 613,000 GPU-hours rented, and billed accounts rising from 445 to 1,187.
The loop is direct:
💻 Customers rent GPUs → revenue buys SN51 alpha with $TAO → the acquired alpha is burned.
So far, roughly 171,000 SN51 alpha has been permanently removed from supply.
For $TAO, this is one of Bittensor’s clearest value-capture loops yet: real usage creating recurring token demand and permanent supply reduction.
Ace♠️ retweeted
$ZETA just launched AthenaOS and its own Athena model. It's built on $NVDA Nemotron and runs on $PLTR Foundry. It ties together the Senso and Digital Audience deals which is three big AI moves this week.
@ZetaGlobal is building its own intelligence layer on top of proprietary customer data. Foundry handles the data and operations layer. Every workload that runs on Nemotron keeps more enterprise inference inside Nvidia's ecosystem.
@dsteinberg10000 is crushing it this morning. $ZETA $NVDA $PLTR
Ace♠️ retweeted
$ZETA launched AthenaOS and a specialized Athena model built on $NVDA open Nemotron tying together its Senso and Digital Audience acquisitions and capping three major AI moves in about a week.
Zeta is starting to build its own intelligence layer around proprietary customer data while every workload built on Nemotron keeps more enterprise inference running inside Nvidia’s ecosystem.
Ace♠️ retweeted
We saved one of our biggest Zeta Live speaker announcements for last 👏
@PalantirTech CEO Alex Karp is joining @dsteinberg10000 on the Vision Stage to discuss what it takes to lead enterprises that can adapt, grow, and stay in control of their data and decisions in a rapidly changing world.
Plus, a deeper look at what Palantir and Zeta are building together and what the convergence of operational intelligence and customer intelligence means for the enterprise.
Join the waitlist: ter.li/t9yr90gc
$ZETA #ZetaLive26
Ace♠️ retweeted
$PLTR and $ZETA are deepening their partnership by combining Foundry with Zeta’s customer intelligence stack for sovereign enterprisE AI.
Karp says “AI Sovereignty protects and augments this value” as both companies build around proprietary data that enterprises can use without giving up control.
