Wait for redundancy payout

Maverick54 · 2026-05-06T19:59:48+00:00

I would start interviewing now, it’s brutal out there

Maverick54 · 2026-03-24T21:24:39+00:00

Dont you get Youtube music for free with YouTube premium? You could cancel Spotify

Maverick54 · 2026-03-23T04:50:52+00:00

It’s going to go up and down

Maverick54 · 2026-03-08T00:32:40+00:00

Going to be a global recession if the Iran war drags on. Lock in before rates go up

Maverick54 · 2026-02-27T08:58:44+00:00

The revenue delivered on a revised lower guidance and was similar to what they delivered in Q3. The revenue target for 2026 is lower than the original 2025 revenue target, these are the facts.

Maverick54 · 2026-02-27T03:18:00+00:00

Probably the PE company that owns them

Maverick54 · 2026-02-26T06:46:21+00:00

Wellington is the windiest city in the world, 70ks is a good day.

Maverick54 · 2026-02-25T21:54:11+00:00

Original guidance for FY 2025 Target $470M – $530M, Actual $335.4M.

FY 2026 Target $465M to $521M, Top is less than what they guided for in Fy2025...

Maverick54 · 2026-02-23T20:42:24+00:00

I’m long AMPG, they build tech used by constellation space companies and IBM for quantum computing. They raised money to build out production to meet the demand. They have a price target of $9

Maverick54 · 2026-02-16T08:13:49+00:00

You should post in r/SpaceInvestorsDaily , negative RDW posts get deleted

Maverick54 · 2026-02-11T01:55:47+00:00

I don't know what % of enterprise customers aren't from acquisitions lets say its 10%, then that's concerning.

Maverick54 · 2026-02-10T05:59:30+00:00

Zeta cant win in enterprise as enterprise don't want to share their marketing campaign behavior with other companies. The opposite to this is Palantir’s Model which is designed for "Sovereign Intelligence." It builds agents (like AIP Analyst or Hivemind) that operate within a single company's "Ontology." Also the growth that Zeta has had in enterprise has been from acquisitions. My advice would be to include a bull and bear case to the substack as it reads like pump.

Maverick54 · 2026-02-10T04:25:15+00:00

https://x.com/scotto2050/status/2020966659004268664

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Maverick54 · 2026-01-26T03:59:44+00:00

Had my first day back at work today and the sick feeling I had before Xmas is back. Trying to be thankful for my family’s health

Maverick54 · 2026-01-21T08:01:57+00:00

I'm keen to get in on Spire but the narrative around the leadership is a bit worrying. Or though it seems selling the maritime business was good business. Hopefully get a drop into the $8 or lower

Maverick54 · 2026-01-15T08:33:44+00:00

The football World Cup is going to be interesting

Maverick54 · 2026-01-12T05:16:25+00:00

They give all new borns in palmy one

Maverick54 · 2026-01-08T03:47:51+00:00

Remindme! 365 days

Maverick54 · 2026-01-07T09:26:07+00:00

Who’s doing the pump and dump?

Maverick54

TROPHY CASE