Tom Nash 对 $ZETA 的判断变化

2026-10-19看涨
《This Market Dip is a GIFT (7 Stocks to Buy NOW)》
ZETA 仍然便宜且潜力巨大,尽管自我 5 月买入以来已上涨 96%,且未见明显回落;过去一年营收增长 44%,营业利润增长 430%,目前市销率为五倍、远期市盈率为 22 倍。

我们名单上的第四家,“Zeta Global”,是我在5月份谈过的一只股票,当时我说:“天哪,我喜欢这个局面。”自那以后这只股票大幅上涨。事实上,我认为自从我提到它以来,它涨了大约90%。

Number four on our list, " Zeta Global," is a stock I talked about in May and said, "Oh my God, I love this situation." The stock has risen considerably since then . In fact, I think it has increased by about 90% since I mentioned it.

2026-10-16看涨
《The UNTHINKABLE is About to Happen to the Stock Market (& Why AI Stocks are Next)》
ZETA 是一只优质股票,上行潜力强劲:其 AI 产品解决了企业的一大痛点,基本面优异且持续改善——营收增长 30% 至 13 亿,营业利润同比增长 109%,自由现金流增长 100%,市销率 3.3,现金多于债务。此前股价下跌并不重要;他关注的是基本面,而非股价。

上次我出去演讲时说:“我很喜欢这只股票,我们还专门办了一整场研讨会讲它。”我说:“听着,Zeta Global 会变得非常庞大。”那是在2026年5月。我出去说:“Zeta Global 会变得非常庞大,对吧?”

Now, the last time I went out I said, "I love this stock and we did a whole seminar about it." I said, "Look, Zeta Global is going to be huge." That was in May 2026. I went out and said, "Zeta Global is going to be massive, isn't it?"

嗯,到目前为止情况非常好。自5月以来上涨了92%,但看看这个。当我们说 Zeta Global 会很出色时,它自年初以来的表现是下跌6%。从2024年11月到2026年5月,这只股票下跌了50%。

所以,当我说“嘿,这很棒”的时候,这只股票的价格非常低。

Well, things have gone very well so far. Up 92% since May, but look at this. When we said that Zeta Global would be great, its performance since the beginning of the year was negative by 6%.

From November 2024 to May 2026, the stock fell by 50%. So, the stock was very low when I said, "Hey , that's great."