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Davis. (@Davis_C15) profile picture

Davis.

@Davis_C15

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

Joined October 2012
  • Tweets14.3K
  • Following385
  • Followers3.4K
1.3KMedia
Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)Photo by Davis. (@Davis_C15)
Amit and I ran into a very familiar friend while walking Time Square. $PLTR ♥️
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Can we have a $AMZN style reversal tomorrow pahhhlease 😐
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“Once you go Palantir, you don’t go back” $PLTR
Image from Davis. (@Davis_C15)
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$PLTR: 165% net revenue retention. 120%+ is considered elite. 158 rule of 40 score. Reaching 40 is considered elite. 70%+ multi-year revenue compounding at scale (without even building out much of a sales team). 20%+ is considered elite. Operating & FCF margins both over 50%. 30%+ for a software business is considered elite. $PLTR fundamentals make elite companies look normal & unimpressive. Palantir is elite.
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Snapshot of another elite $PLTR quarter:
Image from Brad Freeman (@StockMarketNerd)
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2 Software companies that will NOT be missing their earnings or guide: $PLTR $ZETA
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Software and neoclouds getting hit, so question is where will they rotate into? Idk, but my biased opinion is $PLTR and $ZETA 😉
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If you’re wondering how $PLTR closed green today, well…
Image from Davis. (@Davis_C15)
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@michellebakes_ @amitisinvesting
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“Salesforce and Braze will spend the next two years integrating. Zeta will spend them extending its lead.” $ZETA
David A Steinberg (@dsteinberg10000) profile pictureDavid A Steinberg
@dsteinberg10000Oct 20
We believe the Salesforce-Braze acquisition will be an incredible catalyst for Zeta. Please see this analyst briefing for more information. $ZETA LG 🚀🚀🚀 Read more here: investors.zetaglobal.com/new…

Zeta Global Releases Statement on Salesforce’s Intent to Acquire Braze

ZETA GLOBAL | INVESTOR BRIEFING Salesforce / Braze October 20, 2026 Our Reaction Salesforce's acquisition of Braze creates a significant competitive opportunity for Zeta at a pivotal moment in...

investors.zetaglobal.com
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What a beautiful shelf forming at $180+ 🥵
TrendSpider (@TrendSpider) profile pictureTrendSpider
@TrendSpiderOct 20
$PLTR back like nothing happened...
Image from TrendSpider (@TrendSpider)
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Davis. retweeted
Nick (@wealthmatica) profile picture
Nick
@wealthmaticaOct 19
Enterprise frontier alpha-maxxing. $ZETA x $PLTR
Image from Nick (@wealthmatica)
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Working on my second Substack! Why $GPIX and $GPIQ are my favorite income-generating ETFs, their tax advantages, pros and cons, and how their total returns stack up against traditional index ETFs like $SPY and $QQQ.
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You know it’s a bad day in the markets when you gotta look at @KobeissiLetter page to figure out wtf is going on 🥲 (I love you guys)
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Look, dividends are boring, but on days like this, I’m glad I have a decently sized dividend portfolio. $PLTR $ZETA vs $VOO $GPIX $GPIQ -5.5% vs -0.45%
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Little did I know this post was for me 🥲
이재명 (@Jaemyung_Lee) profile picture이재명
@Jaemyung_LeeOct 13
살아야지요. 어떻게든 사셔야 합니다. 힘드시면 109번 전화를 하십시오. 사실 길, 살아야 하는 이유를 함께 찾아드릴 것입니다.
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I attended ZetaLive 2026 and wanted to break down simply what Zeta does and why these four announcements matter. I talk about AthenaOS, MCP, AIM, and custom silicon chips in plain English and what they could mean for the future of $ZETA Substack article link 🔗: davischeney.substack.com/p/z… This is my first true writeup ever and I'd love to hear you thoughts!
Image from Davis. (@Davis_C15)
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South Korea always on some bs over there. Get a grip 🙄
The Kobeissi Letter (@KobeissiLetter) profile pictureThe Kobeissi Letter
@KobeissiLetterOct 15
BREAKING: South Korea's stock market extends losses to over -8% on the day, triggering a level 1 circuit breaker. Trading has been halted for 20 minutes amid the intense selling pressure. A level 2 circuit breaker would occur next at a -15% drop.
Image from The Kobeissi Letter (@KobeissiLetter)
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$ZETA Live Reaction | Ft @wealthmatica & @Davis_C15 We talked about the 4 big PR announcements and then some! Enjoy! youtu.be/fT3rzJoTLRk
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MAKE THEM WEAR THE CHORE COAT DR. KARP
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Working on a layman write up on $ZETA and Zeta Live since @wealthmatica likes to use too many big fancy words for my primitive brain
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