I'm Updating my $ZETA rating. OVERWEIGHT l 12 Month Price Target: $40 (previously $26) WHY? • AI infrastructure story is strengthening. • Snowflake, Palantir, and OpenAI Partnerships continue to expand the opportunity. • Profitability is improving faster than expected. • I still believe the market is materially undervaluing the business. I've never been more bullish on this company.
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