Lauren Balik

https://t.co/xv7tvJ5aAb

The Lannisters send their regards

Happy $ZETA day to all celebrating. Jig's up. They can't explain why "Aptroid Technologies" is out of compliance with Indian gov't + why "Aptroid Consulting" took its place. No AI. Data leaks. They manage the stock to the election. Nobody can figure out their rev rec. https://t.co/IoAnTIOXL0

Not a JD Vance fan and he's a complete crook in his business dealings before I even look at his politics, but this is on the upper bound of reasonable and a starting point for negotiations for this thing - usually settles out lower after a counteroffer.

If a CEO of a $7B market cap company (Zeta Global $ZETA) knocked up a porn star 20 years his junior then married her, is that good risk management on his part?

RT @dalibali2: 2024 list of software exec headaches: 1. Slowing demand 2. Right sizing cost structure 3. @laurenbalik

RT @BrokenMoats: $THO Morningstar "A fair value reduction may occur as fiscal 2025 revenue guidance of $9.0 billion to $9.8 billion is belo…

$CAVA in addition to the cleanliness issues cited on this platform, the absurd valuation, and sales growth impact from high concentration in the SE due to the storms that will impact Q4 sales. $CMG invested in a direct competitor - Brassica https://t.co/jNcZrEMhv3 Who is buying?

Zeta Global $ZETA is now sending threats, trying to shut down property I host. I do not respond kindly to threats. This is not amateur hour. $ZETA, after nuking their entire event website holding their own leaked data yesterday, is trying to nuke access to their leaked customer https://t.co/NLtJzRm5BK

My niece was born yesterday I am so excited that she will live to 150 thanks to pioneers like Bryan Johnson @bryan_johnson

It's ReposiTrak's $TRAK market and we're all just living in it. -44 people got salmonella in an LA Oaxacan restaurant last month. It's probably done for. This isn't street food either, it's a fairly upscale place. -FDA Class 1 egg recall for salmonella this past month -The

https://t.co/UUBoS7heqE

How much $SNOW is $ZETA reselling as data sharing accounts while also using Snowflake under the hood for their ZMP offering? Seems to be a large rev rec issue.

RT @aihikelover: @laurenbalik Hard to believe $ZETA's response to a massive data leak was to just take down the whole website. That's not a…

Zeta Global $ZETA took down their entire events website rather than play whack-a-mole with finding their leaked customer data. Absolutely incredible that anyone gives this company any money. https://t.co/K4cw5VKYwq

RT @hypersoren: Zeta advertises they have proprietary real-time data on 235mm Americans, they apparently leak data and sell it to Citadel,…

It begins. $CRCT

Cricut $CRCT is a fun one. I'm very confident they copy+paste risk disclosure language. Why are they talking about "pantry loading" for example? That's a term from consumables/FMCG for when consumers stuff their pantries. Nothing to do with vinyl printers and cutters. https://t.co/GyZv9gKw8x

Keeping with the theme here...if you're interested in bearish research not only check out $EWCZ but also Cricut $CRCT which is a classic Utah disaster. On paper $CRCT sell hardware devices that allow consumers to make customized designs on shirts, mugs, etc. However, Cricut is https://t.co/xHzuge0xyi

I have no dog in this Roblox stuff nor do I care. However, if you are into bearish stock research you'd look at the developments at European Wax Center $EWCZ. -Cannibalizing their core offering waxing (esp. bikini line, pubic area) recurring revenue streams w/ semi-permanent https://t.co/y8AjzJkKH9

UPDATE on Veradigm $MDRX - October 15, 2024 On Sept. 26, 2024 I prompted X to learn more about ScienceIO and OTC-traded, NASDAQ-delisted Veradigm $MDRX. I've had some great conversations which confirmed a lot of what I knew/believed. Since I used a completely open prompt on X,

Zeta Global $ZETA has now taken down their webpage leak exposing their customers' data. That's how you know I'm exactly right. Absolutely sloppy by $ZETA. 1. Until this morning, a list of over 16,000 customers/prospects was exposed in their UI on a conference website. 2. This https://t.co/mf57zzhi9E

Zeta Global $ZETA customers are largely downsizing. Walgreens has 30 employees and much of IT/marketing leadership engaged with $ZETA per $ZETA's last conference - one of the larger orgs engaged with Zeta Global. https://t.co/kp1YBRsUxL

Much of $ZETA's large retail relationships are with brands on the decline w/ strong headwinds, such as Victoria's Secret, Starbucks, Macy's. Truly ridiculous that $ZETA exposed this amount of data. Funny that Citadel is trying to get $ZETA data. Thanks to $ZETA we now have https://t.co/FUXyIFoBhG

Zeta Global $ZETA has the most embarrassing data leak I've seen, right at the core of their growth story, exposing a close proxy of their customer base they keep tight-lipped. Naturally, Citadel is sniffing around. I believe $ZETA is a Strong Sell. https://t.co/M4RsolzfOK

If you report this cockroach to @cava you'll get a $9 coupon if you download the app.

Someone asked whether I'm proud of myself for turning Zeta $ZETA into a circus the last 3 trading days. I didn't turn anything into a circus. It's a scammy company and pods jump on volatility. I haven't even started in on $ZETA's data issues... I have not yet begun to fight. https://t.co/t9fGwFUQCQ

Zeta Global $ZETA is now in the Goofball Zone. How much of Zeta "AI" is just Indians working 12 hr. rotations under 2 yr. employment bonds blasting spam emails? How many people *actually* work at these "Aptroid" operations? What is Zeta's plan when the election cycle ends?

The Inexorable March of Time Back in Charlottesville this weekend I checked in on the office where I interned in college. There was no formal internship — I bothered a guy running a real estate outfit until he’d take my call and hire me to do something. It worked. I sat at the https://t.co/XYJik8JbXn

lol Mr. Jefferson is in the pic twice

I'm in Charlottesville visiting Dear Old UVA this weekend. Happy to meet up with anyone around town. -No nerds https://t.co/bW3UM0pDuK

We remain short $FTEL and believe the company will ultimately be worthless. https://t.co/ywhlLuZcgB

Why would a company based in Australia be audited by not one but two tiny Tampa-based auditors? Wondering if they were close by, we realized that Accell's mailing address is based in a Tampa Staples. https://t.co/QJn5kIqCQN

For the Love of the Game Today, Appian Corporation $APPN tagged back in my old high school teacher Mark Lynch as Interim Chief Financial Officer, as noted on an 8-K this morning. Mr. Lynch taught me a ton about how to evaluate companies. I was his star student back in the few https://t.co/XAcx8bw7th

It's over. Sequoia's prediction market live odds are on the public WiFi/charger kiosks where homeless people watch pornography. Shaun Maguire is now trading against the unhoused. https://t.co/ZA2KwMpuVW

100% - I also don't thing there's any long-term value to scrape out here, just very short-term equity pumps.

Zeta $ZETA has so much lower to go. I don't want a block buy, I want $ZETA to issue PR about WTF "Aptroid" is and whether $ZETA's AI is just a team in India blasting emails around off books, working 12+ hrs/day + why "academic research" election market PredictIt is using $ZETA.

RT @laurenbalik: Some of Zeta's $ZETA's undisclosed "Aptroid" employees report working 12+ hours a day blasting emails, and some claim that…

Some of Zeta's $ZETA's undisclosed "Aptroid" employees report working 12+ hours a day blasting emails, and some claim that they were duped into believing they were taking software jobs, not email blasting jobs, and that they got stuck in 2 year bond agreements, where if they quit https://t.co/YnvkPMSigk

Zeta's "edge" in collecting consumer data through its own methods instead of buying from third-parties is through their Disqus comments section, often added to political conspiracy theory websites and most recently, election market PredictIt, which is run by data brokerage https://t.co/DOwLQMmy0P

Zeta Global $ZETA: Strong Sell. "AI" means "An Indian" not "Artificial Intelligence" at Zeta. This is a stock promotion engineered to peak now in election season. https://t.co/rp7hPf2nK9

Where does Lauren Balik get her info?

State of memory in my 30s: I can’t remember the name of a company I did months of work on but corrected my mother on the minutiae of a piece of gossip that happened before I was born. 🤡

This is part of the argument for TSMC success. They have lots of PHDs just trying thousands of different approaches for each step.

Similar design to my house in Brooklyn which i paid next to nothing for since nobody wants to live there... oh wait... (I do wish I had a garage)

In 2022 our gov't unleashed "NSA lite" to the masses and called it "AI" and branded it as a consumer play. The real game was never consumer AI though. I've got deep feelers. For example, I don't follow Siri, she didn't tag me, but I knew immediately this X post happened. 🙃📈

@Kalshi https://t.co/WyHzgNqqq9

State of prediction markets: Person 1: "You guys should really go on @Kalshi to bet, they have so many more markets, a more aesthetic format, and less fees! It's what I'm doing in addition to this site. Would highly recommend!" Person 2: "Unfortunately Kalshi does not allow https://t.co/Ld2lCdGStr

RT @AmanKabeer11: @laurenbalik Not a day goes by that I’m not glad I follow this account Truly electric content (until you come at @matttu…

"prediction markets are not rigged!!" get a grip. all markets are just AdTech feeders for ad networks this isn't kindergarten

$ZETA's Disqus is on many websites but it's deadweight on most. Extreme longtail distribution. Most websites it's on are just honeypots anyway, or fake websites, or sites with little-to-no traffic. $ZETA's best use cases are selling audiences of the biggest morons possible to

Stop giving any credence to bossy bottoms Nate Silver and Keith Rabois catfighting about racial demographic voter bps. In gay male parlance, a bossy bottom is the guy who receives and unlike a power bottom a bossy bottom fusses and barks out orders while doing none of the work.

I will release more research into Zeta Global $ZETA. They've concentrated their Disqus data harvesting comment section product around this election prediction market trend. Once Nov. passes, $ZETA loses edge. They've financially engineered their peak equity to the election.

$ZETA is down 5.5% on the day. It's likely been top ticked. $ZETA is actually pulling the strings behind PredictIt - a quasi-legal election prediction exchange based out of New Zealand masquerading as an "academic research" platform.

RT @beccalew: The relationship between fascism, masculinity, and machines on full display

RT @gilduran76: Crypto bros used to buy Lamborghinis as status symbols. Now they want to buy their own countries. A disturbing and anti-d…

Thankful for first responders. It’s scary to see flames on your way home from the Hokies slaughtering Stanford. So many units from San Mateo and Pacifica diving into town.

RT @laurenbalik: By this logic, Rumble $RUM would qualify, as J.D. Vance was involved (it looks like he still has shares) and David Sacks i…