12 hours ago
Nvidia shares have shown explosive growth since ChatGPT launched in late 2022. The stock minted a lot of millionaires and retail investors rejoiced. But doubts are creeping in now and growth is not what it used to be. The logical question every long-term investor asks is this: what is the next Nvidia? Which stocks can you get in early on for the big gains?
To find out what retail investors are betting on, we went through long discussion threads on the Reddit subreddits r/Stocks_Picks and r/TheRaceTo10Million. We skipped the one-word ticker drops and the pump posts. We picked two stocks where Redditors named specific reasons for their bullishness. Let's see whether their arguments have juice.
Zeta sells enterprise marketing software. Big brands use its platform to find customers, target them, and message them through one system instead of paying five different vendors. Its moat is the data. Zeta owns its consumer dataset rather than renting it, covering more than 535 million profiles.
Redditors like the growing market Zeta is moving into and two partnerships the company signed this year. Earlier this year, Zeta partnered with OpenAI and Palantir. Under the Palantir deal, Zeta rebuilds its data cloud on Palantir's Foundry software. Redditors also point out that Zeta is expanding from marketing software into business intelligence, which is a much bigger market. One commenter gave a careful two-sided read. He flagged the shift to positive GAAP profitability and the raised fiscal 2026 guidance, but said he would not chase the stock short term unless the price holds above the post-earnings range.
Bull case. Zeta is solving a key problem for major companies. Paying five vendors costs more, and the separate systems do not share data properly, so the marketing team ends up with an incomplete picture of its own customers. Zeta's pitch is that one platform handles all of it. That pitch is working on the customers that matter most. In the second quarter of fiscal 2026, super-scaled account count grew 17% year over year to 197, and the average revenue from each of those accounts grew 17%.
#Marketing #data
To find out what retail investors are betting on, we went through long discussion threads on the Reddit subreddits r/Stocks_Picks and r/TheRaceTo10Million. We skipped the one-word ticker drops and the pump posts. We picked two stocks where Redditors named specific reasons for their bullishness. Let's see whether their arguments have juice.
Zeta sells enterprise marketing software. Big brands use its platform to find customers, target them, and message them through one system instead of paying five different vendors. Its moat is the data. Zeta owns its consumer dataset rather than renting it, covering more than 535 million profiles.
Redditors like the growing market Zeta is moving into and two partnerships the company signed this year. Earlier this year, Zeta partnered with OpenAI and Palantir. Under the Palantir deal, Zeta rebuilds its data cloud on Palantir's Foundry software. Redditors also point out that Zeta is expanding from marketing software into business intelligence, which is a much bigger market. One commenter gave a careful two-sided read. He flagged the shift to positive GAAP profitability and the raised fiscal 2026 guidance, but said he would not chase the stock short term unless the price holds above the post-earnings range.
Bull case. Zeta is solving a key problem for major companies. Paying five vendors costs more, and the separate systems do not share data properly, so the marketing team ends up with an incomplete picture of its own customers. Zeta's pitch is that one platform handles all of it. That pitch is working on the customers that matter most. In the second quarter of fiscal 2026, super-scaled account count grew 17% year over year to 197, and the average revenue from each of those accounts grew 17%.
#Marketing #data
18 hours ago
There are two components to an investment's total return: price return and dividend return. Add those together, and you get the total return.
Most people who invest in the S&P 500 (SNPINDEX: ^GSPC) treat the dividend as a footnote. Since the current yield on the Vanguard S&P 500 ETF is only 1%, it's understandable.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That hasn't always been the case, though. Over the past century, dividends have provided roughly one-third of the total return for the S&P 500. On a decade-by-decade basis, however, that number has fluctuated wildly.
Here are the annualized price, dividend, and total returns for the S&P 500 for each decade going back nearly 100 years.
#decade #snpindex
Most people who invest in the S&P 500 (SNPINDEX: ^GSPC) treat the dividend as a footnote. Since the current yield on the Vanguard S&P 500 ETF is only 1%, it's understandable.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That hasn't always been the case, though. Over the past century, dividends have provided roughly one-third of the total return for the S&P 500. On a decade-by-decade basis, however, that number has fluctuated wildly.
Here are the annualized price, dividend, and total returns for the S&P 500 for each decade going back nearly 100 years.
#decade #snpindex
1 day ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Successfully transitioned to a pure-play precision manufacturing business by exiting the wind tower market to focus on high-margin domestic power generation and critical infrastructure.
Positioned to capitalize on a multiyear investment cycle in the electrical grid driven by AI data center load growth, domestic manufacturing reshoring, and general electrification.
Achieved record orders and backlog in Industrial Solutions, supported by robust demand for natural gas turbine components in both new build and aftermarket applications.
Optimized the ******* et base through floor ******* e reconfiguration in Gearing and a 30% facility expansion in North Carolina to enhance throughput velocity and operational efficiency.
#Manufacturing #optimized
Successfully transitioned to a pure-play precision manufacturing business by exiting the wind tower market to focus on high-margin domestic power generation and critical infrastructure.
Positioned to capitalize on a multiyear investment cycle in the electrical grid driven by AI data center load growth, domestic manufacturing reshoring, and general electrification.
Achieved record orders and backlog in Industrial Solutions, supported by robust demand for natural gas turbine components in both new build and aftermarket applications.
Optimized the ******* et base through floor ******* e reconfiguration in Gearing and a 30% facility expansion in North Carolina to enhance throughput velocity and operational efficiency.
#Manufacturing #optimized
1 day ago
By Mike Dolan
Aug 11 (Reuters) -
What matters in U.S. and global markets today
By Mike Dolan, Editor-at-Large, Finance and Markets
With U.S. Treasuries on tenterhooks ahead of tomorrow's big inflation report, the renewed tightening of energy markets is adding to the tension, with Brent crude trading at nearly $90 a barrel on Tuesday after rising 5% yesterday.
#mike #tuesday
Aug 11 (Reuters) -
What matters in U.S. and global markets today
By Mike Dolan, Editor-at-Large, Finance and Markets
With U.S. Treasuries on tenterhooks ahead of tomorrow's big inflation report, the renewed tightening of energy markets is adding to the tension, with Brent crude trading at nearly $90 a barrel on Tuesday after rising 5% yesterday.
#mike #tuesday
