$ZETA is no longer just a marketing company. It's now positioning itself as enterprise AI infrastructure. Athena... Identity Graph... Decisioning... Palantir partnership... Enterprise AI. The market hasn't even properly valued the marketing business yet. ~Marketing gets them to 6x P/S. ~OpenAI on GEO gets them to 9x P/S. ~Business Intelligence gets them to 12x P/S. ~AthenaOS gets them to 15x P/S. This is how they become a multi-bagger. Now you know why I've been pounding the table and can't stop buying Zeta Global.
View on X ↗