ZETA - Zeta Global Holdings

Host says he's not anti-Zeta, thinks it could do fine, but has little visibility and prefers companies he can channel-check. He's not currently focused on it.

Listed as a software company to look at, expected to play on the software side.

Brad is not buying Zeta and is avoiding adtech point solutions due to Trade Desk PTSD, while admitting he doesn't know much about the company.

Host has nothing negative to say about Zeta and quarters look great, but he worries about a TTD-like disruption/replacement risk.

Crushed earnings, best performer in the draft; Steve predicts Zeta could reach over $50 by draft end.

Zeta beat EPS and revenue estimates and raised full-year guidance, but the stock sold off. The hosts believe the reaction may be due to broader market selloff after AMD and SpaceX, not fundamentals. They see the report as positive but are not emphatically recommending a buy.

Host bought more at $23.70; believes it's undervalued at 50% growth and $4B market cap with proprietary data moat; guest thinks it should be worth >$10B and targets $30-40.

YouTube darling; author too stupid to understand and out, but monitors from a distance.

Up 2.6%, included in favorite software names.

Host is taking a closer look, impressed by RPO growth and Palantir partnership, but not ready to buy yet.