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Most people who followed $CYDY remember March 30, 2021. The FDA publicly stated that CytoDyn's claims about leronlimab were "misleading and not supported by the data", no benefit was shown in COVID-19 treatment trials. The stock dropped 25%+ that day.

What happened afterward was a class action lawsuit covering investors who held $CYDY between March 27, 2020 and March 30, 2022.

A $500,000 settlement has been reached and terms are now submitted to the court for approval.

Who qualifies?

Anyone who held $CYDY during the class period and suffered losses from the alleged misrepresentations about leronlimab's effectiveness for HIV and COVID-19.

Can I still apply?

Yes, you can submit your application now and it will be processed once claims filing officially opens after court approval.

If you were damaged by this don't forget to check your eligibility. GL!

A thesis I hold and want discusse. Not a recommendation. Zeta Global ($ZETA) is an AI marketing company; its edge is letting clients OWN their first-party customer data instead of only renting audiences from Google/Meta. What's interesting right now is the Palantir partnership and whether it actually accelerates the business or is just a headline.

The base business (so the thesis doesn't rest on Palantir):

- Revenue ~$1.0B (2024) → ~$1.3B (2025) → ~$1.8B guided (2026); ~28% organic.

- Adj. EBITDA +56% YoY, margin ~21% and rising; FCF positive; GAAP net income just turned positive in Q2'26.

- Net revenue retention 120% (up from 114%).

- 20 straight "beat and raise" quarters every quarter since the 2021 IPO. Conservative guidance, consistently beaten.

Why Palantir could accelerate REVENUE growth (not just add a one-off bucket):

- Distribution: a warm path into Palantir's ~870 commercial customers (large enterprises), bigger logos, more of them.

- Speed: Zeta is rebuilding its data cloud on Palantir Foundry; for companies already on Foundry it can be switched on almost instantly instead of a months-long integration. Faster land = faster revenue.

- Retention: an outcome-based product embedded in the customer's core system → stickier → NRR should climb from 120%.

- Better product: Foundry's ontology on top of Zeta's marketing data = closer to an "intelligence layer" than a marketing tool; harder for Google/Meta to copy.

Net effect: more/bigger/faster/stickier customers should lift the growth RATE for several years, which compounds that's the real prize, not a single line item.

Rough scale (illustrative, not a forecast): at ~$2.1M/yr per scaled customer, winning just ~5–6% of Palantir's ~870 customers clears the company's own ">$100M" target; 10% ≈ ~$183M/yr.

Valuation sanity check (not a target): grow 23%/yr for 5y → ~$5.1B revenue by 2031, 20% net margin (not heroic, system/application software ~25% net as a group, The Trade Desk ~15%, Zeta's EBITDA margin ~21% and rising), 25x P/E → ~$25B, discount back 15%/yr → ~$12.7B fair value today vs ~$8B market cap (~$32/sh) → ~$50/sh (~55% upside), before any Palantir contribution.

Risks (real): the $100M is guidance with a fuzzy timeline; deep re-platforming takes time; GAAP only just turned positive (watch SBC/dilution); ~87% of revenue is concentrated in "super-scaled" accounts; Salesforce/Adobe/Google compete here; and the valuation leans on sustaining ~23% growth + a 25x multiple.

What does the sub think, mainly. Does the Foundry "switch-on" actually shorten Zeta's enterprise sales cycle in practice, and are 20% net margins realistic at scale?

Disclosure: long ZETA. Not investment advice.

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Zeta Global (ZETA): a profitable ~28% grower that looks fairly-to-undervalued with Palantir as acceleration.