Key Points * APP has recently exploded in terms of equity value and in revenue growth, fueled by a strong push into e-commerce and a potential inclusion in the S&P 500, which did not occur. * However, incremental APP revenue and revenue growth through 2024 is heavily influenced by a
Opinion: APP is a Strong Sell. This stock had been managed to an "S&P 500 inclusion" story that did not pan out, on the back of an e-commerce story that makes no sense. Even strong beats this upcoming earnings would not account for how APP revenue
Opinion: APP is a Strong Sell. AppLovin is merely a Russian/Belarusian/Cypriot hellhole of related-party transactions on low-tier mobile games in a declining industry. Note: In the last few months I've asked thirteen investors in this name whether or not they've actually played mobile games
ServiceTitan, which IPO'd this week, is a strong play on the prison industrial complex. ServiceTitan, as the scheduling and dispatch software for the construction and home services industries, has the best location data set on the movement and physical locations of thousands of undocumented Latinos in the US.
New "AI and Crypto Czar" David Sacks has backed a number of founders with direct ties to organized criminal activity. Is David Sacks really just a venture capitalist investing in speculative tech companies? Or is his VC persona merely a front for organized crime? Let's dive
Zeta Global CEO David Steinberg has been evasive on the Kubient accusations in recent calls and releases. It turns out, David Steinberg has had a deep relationship with Kubient CEO Paul Roberts for years. Why is David Steinberg's VC firm Caivis' website still down? Background 1) On
The writing is on the wall for ZETA. Also, a piece of paper saying "ZETA HQ" seems to be quite literally taped on the wall. On Wednesday, November 27, 2024 during CNBC's Closing Bell: Overtime, Zeta Global CEO David Steinberg again publicly, unequivocally lied about Zeta
Opinion: ZETA remains a Strong Sell. Note: before we dive in, please go to the following websites and nab them/screen grab them before they are potentially taken down. Zeta Global has been deleting or refactoring their consent farms these past two weeks. I already have timestamped evidence of these
ZETA is an almost complete scam. Let’s dive in on some outright false statements made by Zeta Global CEO David Steinberg and CFO Chris…
MyPillow will help usher in The Great Generational Wealth Transfer, the largest homo sapien mass extinction event of all time. Mike Lindell…
Opinion: ZETA remains a Strong Sell.
Zeta Global’s AI story and revenue growth are intertwined with AI charlatan Snowflake. Zeta Global has managed their peak stock price to…