u/DataOverGold

7 growth stocks (according to LinkedIn)

7 growth stocks (according to LinkedIn)

LinkedIn employee counts aren't official headcount numbers, but they're a useful proxy for how fast a company is scaling. Here are 7 stocks that grew significantly grew LinkedIn employees in the last 3 months:

Ondas (ONDS) - 18 → 28 employees (+55.6%). Closed five acquisitions in Q1 2026 including Mistral, pushing backlog to $457M. Revenue guidance of $375M for 2026, up from $50.7M in 2025. Selected to deploy counter-drone protection for the FIFA World Cup across 16 cities. Stock +1.2% in the last 3 months.

Rezolve AI (RZLV) - 302 → 439 employees (+45.4%). Building AI-powered commerce tools for retailers. Q1 revenue exceeded 125% of full-year 2025. Partnerships with Microsoft and Google. Pursuing a $700M combination with Commerce.com. Stock +19.8%.

TeraWulf (WULF) - 43 → 61 employees (+41.9%). Former Bitcoin miner pivoting to AI data centers. HPC lease revenue hit $21M in Q1, now over half of total revenue. Fluidstack leasing 360MW backed by Google. Morgan Stanley PT $41.50. Stock +43.7%.

Nebius (NBIS) - 866 → 1,126 employees (+30.0%). Former Yandex, now AI cloud. $19.4B Microsoft deal, $27B Meta deal, $2B NVIDIA equity investment. Guiding $3-3.4B revenue for 2026 (was $530M in 2025). Stock might be expesnive, up +89.9%.

Datavault AI (DVLT) - 67 → 87 employees (+29.9%). Planning a distributed network of modular mini data centers across 100+ cities. Probably the riskiest one with a lot of execution concerns. Stock -35.4%.

Constellation Energy (CEG) - 10,588 → 13,159 employees (+24.3%). Largest nuclear fleet in the U.S. Restarting Three Mile Island for Microsoft, 20-year deal with Meta. Completed the $16.4B Calpine acquisition. Stock +4.0%.

IREN (IREN) - 274 → 339 employees (+23.7%). Pivoted from crypto mining to AI cloud infrastructure. $3.4B NVIDIA contract announced May 7. $9.7B Microsoft agreement. NVIDIA has a right to buy 30M shares at $70. Employee outlook is only 44% though, which may reflect pivot growing pains. Stock +30.6%.

Headcount is an interesting proxy for growth, and an indicator that the company is keeping up with demand. You buying any of these stocks?

Source: https://altindex.com/news/seven-growth-stocks-hiring-may

u/DataOverGold — 10 days ago

Find your next customers in Reddit conversations

Hey everyone!

I'm building Reddie, a tool that helps businesses find potential customers on Reddit.

The problem we're solving: A lot of Reddit conversations are commercial in nature - people asking for recommendations, comparing products, looking for solutions. These are high-intent buyers having real conversations. But finding the right threads at the right time? Knowing how to engage? That's hard and time-consuming.

Reddie monitors Reddit and surfaces the posts and discussions that are relevant to your business. So instead of spending hours searching Reddit or hoping you stumble on the right conversation, you get a feed of opportunities worth showing up in.

Who it's for:

  • SaaS founders looking to find early users
  • Marketers who want to tap into organic Reddit conversations
  • Any business whose customers are asking questions on Reddit

We're early, actively building and trying to figure out market fit. So the product is free for now as we're gathering feedback from users. Would love feedback from this community - and happy to answer any questions!

https://reddie.app

reddit.com
u/DataOverGold — 14 days ago

ZETA - this stock is dirt cheap!?

I found Zeta Global lately and the disconnect between the fundamentals and the stock price is wild.

Quick rundown:

  • Revenue up 50% YoY ($396M in Q1)
  • 19th consecutive beat-and-raise quarter
  • Record free cash flow of $42M
  • Job postings just spiked 123% (went from ~100 open roles to 232)
  • LinkedIn headcount up 40% over the past year
  • Web traffic to their site more than doubled
  • Analyst consensus target is $28

The stock? $17. Trading at roughly 2.5x trailing revenue.

I think what's happening is the market is punishing all software stocks right now on AI disruption fears, and ZETA is getting lumped in. But this is literally an AI marketing company. Their Athena AI platform just launched for general availability. They're not getting disrupted by AI, they're building with it.

The hiring surge is what caught my attention. Companies don't double their open roles when things are going badly. That's a company investing in growth.

Am I missing something here or is this genuinely mispriced? Anyone else tracking this one?

reddit.com
u/DataOverGold — 14 days ago

ZETA - this stock is dirt cheap!?

Been digging into Zeta Global lately and the disconnect between the fundamentals and the stock price is wild.

Quick rundown:

  • Revenue up 50% YoY ($396M in Q1)
  • 19th consecutive beat-and-raise quarter
  • Record free cash flow of $42M
  • Job postings just spiked 123% (went from ~100 open roles to 232)
  • LinkedIn headcount up 40% over the past year
  • Web traffic to their site more than doubled
  • Analyst consensus target is $28

The stock? $17.28. Trading at roughly 2.5x trailing revenue.

I think what's happening is the market is punishing all software stocks right now on AI disruption fears, and ZETA is getting lumped in. But this is literally an AI marketing company. Their Athena AI platform just launched for general availability. They're not getting disrupted by AI, they're building with it.

The hiring surge is what caught my attention. Companies don't double their open roles when things are going badly. That's a company investing in growth.

Am I missing something here or is this genuinely mispriced? Anyone else tracking this one?

reddit.com
u/DataOverGold — 14 days ago

I've been tracking the most popular stocks on Reddit for years and it's pretty shocking to see Intel (INTC), a stock that was more or less dead a year ago, is now one of the most heavily discussed stocks on Reddit.

u/DataOverGold — 25 days ago