ZETA as an AI winner decoupled from capex fears

Original Reddit post

Author argues ZETA is an AI/software winner holding up while peers like FIG fall, decoupling from capex and SaaS fears.

ZETA — LONG The author views Zeta Global (ZETA) as a high-value AI position that is decoupling from broader AI/software/capex fears, noting it held up while similar company FIG fell. The stated catalyst is the formal profitability declared in Q4 results, though the author acknowledges this was expected. The main stated risk is ongoing lawsuits still haunting the stock price.

I see now the first time my thoughts about ZETA as high value position materialize - while today ai/software/capex fears resume ZETA holds. Nothing has changed significantly - the formal profitabiliy was declared on q4 results, yes, but it was expected, the lawsuits are still there and haunting the price of the stock, BUT compare it to FIG.