For context: $ZETA represents 17% of my portfolio at a $16.56 cost basis, up ~100%, and I haven't sold a single share. Tomorrow I'm publishing my complete $ZETA investment case, and here's a preview of what's inside: - Why ROAS sits at the center of the entire pitch - The data moat no competitor can replicate - Athena plus the OpenAI, Palantir, Snowflake, and AWS partnerships - My DCF and bear/base/bull scenarios running to 2031 I think $ZETA emains undervalued at $32.63, and this is a 3-5 year compounder rather than a 3-5 week trade, so stay tuned. It drops on my Substack tomorrow, subscribe so you don't miss it 👇 https://substack.com/@summitcapitalco
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