Author

@wealthmatica wealthmatica

grade Ax.com/wealthmatica ↗

Concentrated long-only fundamentalist evangelizing a deep ad-tech/SaaS thesis, ZETA above all

Builds and publicly maintains deep bottom-up fundamental the

trader score
-0.04
hit rate
35%
mean α
-0.04%
signals 14d
115

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 35% hit rate, -0.04% mean alpha, trader score -0.04. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 113 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16ZETA@wealthmatica+0.40Truist reiterates Buy and a $38 target while expressing greater confidence in durable growth.+6.8%
2026-10-16CRM@wealthmatica+0.35Predicts three software firms will announce, acquire, or ramp cybersecurity products within 12–18 months.+3.3%
2026-10-16NOW@wealthmatica+0.35Predicts three software firms will announce, acquire, or ramp cybersecurity products within 12–18 months.+12.0%
2026-10-16ZETA@wealthmatica+0.55Predicts three software firms will announce, acquire, or ramp cybersecurity products within 12–18 months.+6.8%
2026-10-16ZETA@wealthmatica+0.40Goldman raises ZETA's target from $30 to $45 with a Buy rating and bullish earnings thesis.+6.8%
2026-10-15APP@wealthmatica+0.75Discloses increasing APP by 11% to a 10.8% allocation at $261.50, citing oversold valuation.-6.8%
2026-10-15ONDS@wealthmatica+0.75Argues ONDS will reach $1.5B revenue in 2027, well before its 2030 target, citing its CEO.-2.4%
2026-10-15APP@wealthmatica-0.10Wedbush reiterates Buy but cuts APP's price target from $610 to $560.-6.8%
2026-10-15RDDT@wealthmatica+0.70Finds RDDT compelling based on projected EPS growth and a roughly $300 value by Q1 2029.-9.5%
2026-10-15ZETA@wealthmatica-0.10Reports that Zeta acquired Senso and praises the acquired technology's potential.+1.3%
2026-10-15ZETA@wealthmatica+0.65Argues AthenaOS creates an opportunity for ZETA to become a cybersecurity platform.+1.3%
2026-10-14ONDS@wealthmatica+0.45Strongly praises the value of Palantir partnerships across the named companies.+1.0%
2026-10-14PLTR@wealthmatica+0.70Strongly praises the value of Palantir partnerships across the named companies.-2.1%
2026-10-14VOYG@wealthmatica+0.45Strongly praises the value of Palantir partnerships across the named companies.-2.8%
2026-10-14ZETA@wealthmatica+0.45Strongly praises the value of Palantir partnerships across the named companies.+5.3%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.