$Palantir Technologies Inc.(PLTR)$
Zeta is rebuilding its entire Data Cloud on Palantir Foundry, so this isn't just "integration talk"—it's basically core infrastructure being tied into PLTR's stack. That kind of move usually doesn't happen casually.
Not trying to oversell it based on the day-one reaction, but I do think these are the types of deals that quietly compound over time if execution holds up.
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