TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 1:41 · $ZETA · 3 Hidden AI Revolution Stocks to Buy Now
episode briefing
Asymmetric Investing

3 Hidden AI Revolution Stocks to Buy Now

2026-06-24 · 3 company · 1 thematic
sentiment
3 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Added Zeta Global in the past year in the Asymmetric portfolio. This has always been an AI play, but here's what's different about Zeta Global versus a lot of the other companies out there today. the valuation is much, much more attractive…”
—travis hoium
now playing · $ZETA
$ZETA···bullish· high· postravis hoium
Zeta Global: AI-native marketing platform at 3.3x sales with 50% growth
Zeta's proprietary data moat and new Athena AI agent drive 50% revenue growth at a fraction of Palantir's valuation; margin expansion and potential multiple re-rating create three…
$DUOL···bullish· high· postravis hoium
Duolingo: AI-powered language app turning voice interaction into education platform
Duolingo's heavy OpenAI API usage enables voice-first learning that expands TAM beyond languages into broader education; trading at 14x FCF with buyback capacity, any AI cost defl…
$Z···bullish· high· postravis hoium
Zillow: AI tools for agents and buyers at 2.4x sales in trillion-dollar housing market
Zillow's proprietary 3D media and agent-facing AI workflow tools deepen its two-sided marketplace moat; rentals and mortgage segments growing 34-45% CAGR while stock trades at 9x…