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ZM

Zoom Video Communications Inc

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Mentions (24Hr)

3

50.00% Today

Volume

$5M

Avg Volume

$4M

Market Cap

$42B

52 Week High

$451.77

52 Week Low

$138.91

Day High

$151.96

Day Low

$138.93

Previous Close

$145.89

7 Days Mentions

58

Reddit Posts

r/stocksSee Post

Zoom (ZM) is now trading below the price it was at almost 2 years ago when it was announced that it would join the Nasdaq-100 index

r/wallstreetbetsSee Post

Verifiable DD on Camber and Naked Shorts

r/wallstreetbetsSee Post

DD - Roku / ZM / PTON - Now is the Time

r/wallstreetbetsSee Post

Now is the Time - Tech Reversion Trade

r/wallstreetbetsSee Post

Tech Stock Reversion - ZM / PTON / ROKU

r/wallstreetbetsSee Post

Hear Me Out - ROKU / PTON / ZM

r/wallstreetbetsSee Post

$ZM . Imagine the smell.

r/ShortsqueezeSee Post

MAGA = Make $APT Great Again

r/wallstreetbetsSee Post

ZM is getting ready for reversal

r/stocksSee Post

What high flying names from 2021 that have crashed or are in a bear markets are you looking to pick up while they are near 52 week lows?

r/stocksSee Post

Why I don't like ARKK

r/stocksSee Post

Growth vs Value

r/wallstreetbetsSee Post

ZM with O variant surge

r/ShortsqueezeSee Post

$ZM okay the only difference between this prior spike and now is now the available shorts are even higher, does this indicate what is called an effect from Jan?

r/smallstreetbetsSee Post

Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade

r/wallstreetbetsOGsSee Post

Testing, Testing, Testing: $QDEL, the Omicron Pile-On Trade

r/wallstreetbetsSee Post

Testing, Testing, Testing: QDEL, the Omicron Pile-On Trade

r/investingSee Post

Could Square's deal to buy Afterpay face the same fate as Zoom's deal to buy Five9?

r/optionsSee Post

ZM is Looking Good

r/stocksSee Post

Valuation doesn't matter until it does

r/stocksSee Post

Pandemic hype stocks are returning to May 2020 levels. What's next?

r/ShortsqueezeSee Post

$AHI - 2 million float - 15% increase in 15 minutes since ZM pumped it. Still time to get in

r/optionsSee Post

Anyone else feel like the market is suddenly done with stocks propped up on thin air?

r/optionsSee Post

$DOCU Straddle?

r/wallstreetbetsSee Post

TDOC holders, will we overcome???

r/stocksSee Post

TDOC holder, trying to calm myself...

r/StockMarketSee Post

Zoom’s Microsoft Problem Comes to Light

r/wallstreetbetsSee Post

CRM pulled down all SaaS players. What's WSP play here?

r/ShortsqueezeSee Post

**** EVERYONE MUST READ **** RETAIL LOCKOUT **** SHARE ON ALL SOCIAL MEDIA ****

r/wallstreetbetsSee Post

Hospitalizations in Omicron Epicenter, Guateng Province South Africa, now account for 67% of all South Africa’s hospitalizations, where previous data points show only 10-20% before Omicron.

r/ShortsqueezeSee Post

**** MUST READ **** SHARE ON ALL SOCIALS **** RETAIL LOCKOUT ****

For my Followers: ZM calls

r/wallstreetbetsSee Post

YOLO ZOOM ZOOM ZOOM...Loss now...Moon tomorrow. 800k in January 21 $250 calls. $ZM

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks In Omicron Epicenter, Guateng Province, South Africa

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks In Omicron Epicenter, Guateng Province, South Africa

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks In Omicron Epicenter, Guateng Province, South Africa

r/wallstreetbetsSee Post

ZM $245 call December 3rd

r/wallstreetbetsSee Post

A look at the week ahead using options flow data: Covid Stocks edition $PFE $MRK $PTON $ZM $WMT etc

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks At Omicron Epicenter, Guateng Province, South Africa

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks At Omicron Epicenter, Guateng Province, South Africa

r/wallstreetbetsSee Post

Hospitalizations Triple In 2 Weeks At Omicron Epicenter, Guateng Province

r/wallstreetbetsOGsSee Post

A look at the week ahead using options flow data: Covid Stocks edition $PFE $MRK $PTON $ZM $WMT etc

r/wallstreetbetsSee Post

Thank you to WISH, ZM, and Robinhood for allowing options.

r/wallstreetbetsSee Post

Favorite covid tickers?

r/wallstreetbetsSee Post

Zoom(ZM) Discussion

r/wallstreetbetsSee Post

$ZM puts go brrrrrrr: 77k in realized gains (200% on 37k investment)

r/ShortsqueezeSee Post

If this new covid variant gets strong everything virtual will start booming again $ZM, $PTON and I think the biggest winner is going to be Talkspace $TALK 🗣- federal funding for mental health = virtual therapy booming we’re early and we could see it at $10-20 easily on no buyout possibly $50

r/wallstreetbetsSee Post

Big beaver dollar gain on $ZM YOLO 🇨🇦🇨🇦🇨🇦(+653.333%)

r/wallstreetbetsSee Post

Big beaver dollar gain on $ZM YOLO 🇨🇦🇨🇦🇨🇦(+653.333%)

r/wallstreetbetsSee Post

Big beaver dollar gain on $ZM YOLO 🇨🇦🇨🇦🇨🇦(+653.333%)

r/wallstreetbetsSee Post

Big beaver dollar gain on $ZM YOLO 🇨🇦🇨🇦🇨🇦(+653.333%)

r/wallstreetbetsSee Post

What are some 2022 options you're currently holding?

r/wallstreetbetsSee Post

Interesting ideas for the impending METAVERSE explosion.

r/wallstreetbetsSee Post

ZM!! Who the fuck is Cathie Wood?!?!

r/stocksSee Post

Why is Zoom (ZM) not part of the S&P500??

r/wallstreetbetsSee Post

ZM Gains

r/wallstreetbetsSee Post

9K $ZM & $SPY Gain Porn

r/wallstreetbetsSee Post

The next Covid stock to flatline

r/wallstreetbetsSee Post

$9k to $29k in 2 days with ZM FDs. I've never been happier to see a company fail

r/wallstreetbetsSee Post

$9k to $29k in 2d with ZM FDs. I've never been more happy to see a company fail

r/wallstreetbetsSee Post

u/Manstrife: YoU dOnT uNdErStAnD ImPlIeD VoLaTiLiTy YoUr PuTs r WoRtHlEsS; $ZM gain, $5k -> $20k. My Boomer Brokerage doesn't make it easy to show gains.

r/wallstreetbetsSee Post

ZM ER play update: 31k in gains. Didn’t expect it to drop so much, will keep short leg till the end of the week to burn more theta.

r/wallstreetbetsSee Post

$ZM Gain Porn

r/wallstreetbetsSee Post

ZM puts 15k -> 50k

r/wallstreetbetsSee Post

$ZM has no growth, PE ratio of 70. CFO couldn’t even give guidance for 2022. Everyone is looking for the exit!

r/smallstreetbetsSee Post

$ZM Put $500 -> $1000

r/wallstreetbetsSee Post

107K ZM loss. My fiancee gets a new bf for ever 100k I lose; jokes on her.

r/wallstreetbetsSee Post

8k -> 25k on $ZM puts.

r/wallstreetbetsSee Post

Me after I buy one 360c weekly to hedge my multitude of $ZM puts.

r/wallstreetbetsSee Post

Crash or Bust! 20k ZM put play

r/wallstreetbetsSee Post

123K ZM calls; don't follow this play, is dumb, decided to inverse wsb.

r/wallstreetbetsSee Post

123k ZM call; don't follow this play, is dumb, but decided to inverse WSB

r/wallstreetbetsOGsSee Post

When to sell ER options?

r/wallstreetbetsSee Post

Trying to decide if I have a big enough mental deficiency to make this play. Thoughts?

r/optionsSee Post

ZM iron condor that expires 11/26

r/optionsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/wallstreetbetsOGsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/smallstreetbetsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/optionsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/wallstreetbetsOGsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/wallstreetbetsSee Post

Historical Post Earnings Moves MEGA Compilation AND Analysis (Q3 Week 7) - $ZM, $BBY, $DKS, $DLTR, $PDD, $XPEV, $DE, and More

r/wallstreetbetsSee Post

Tesla Phone

r/wallstreetbetsSee Post

ZM earnings ahead. What do you retards think? Aunt Cathie had purchased stock at $56MM worth of Zoom at $290, which hasn't gone well so far.

r/wallstreetbetsOGsSee Post

A look ahead using Options data: Saas Sector and some earnings - $BBY $TTD $ZM $U $CRM etc

r/wallstreetbetsOGsSee Post

A look ahead using Options data: Saas Sector and some earnings $CRM $TTY $U $ZM $BBY etc

r/wallstreetbetsSee Post

NFT Alley big on tik tok

r/wallstreetbetsSee Post

ZM Earnings: ZM will plummet, but by how much?

r/wallstreetbetsSee Post

https://vm.tiktok.com/ZM8bNwtYx/ like and comment on the recent tok ❤️🙏🏻

r/pennystocksSee Post

$MVES is the counterintuitive Metaverse play (A fat-fingered phenomenon!!)

r/stocksSee Post

Splunk Stock Slumps and Cathie Wood’s ARK Buys the Drop

r/wallstreetbetsSee Post

$ZM Puts on the upcoming earning. Again.

r/wallstreetbetsSee Post

$ZM PUTS is the next easy play

r/optionsSee Post

Should I close out ZM cc?

r/wallstreetbetsSee Post

Will there be some pain in $ARKK into year end? (I know, I know)

r/stocksSee Post

We’re witnessing the inverse of Spring 2020

r/stocksSee Post

I think metaverse has enormous potential, and Fb has the best chance of executing it

Mentions

So my extremely volatile 2k-30k-2k in two days strategy in two days proved to be a bit more of a bucking bronco than I could ride. I will get there much easier by simply shorting any pandemic play stock (ZM, SNAP, DIS) back to pre-pandemic levels or lower. I’m still shaky on vaccine company’s because they could see a spike when the omicron targeted vaccines go to market.

Mentions:#ZM#SNAP#DIS

Throwing every penny I have left at shorting ZM to 2020 prices

Mentions:#ZM

GOVT, and some stay at home stocks like ZM

Mentions:#GOVT#ZM

The MSFT bears celebrating reminded me of ZM bulls when it pumped on earnings for 30 minutes and tanked.

Mentions:#MSFT#ZM

That looks like my ZM holdings 😂

Mentions:#ZM

It’s never too late to buy ZM puts

Mentions:#ZM

The DIS earnings poop in a couple weeks is going to be absolutely glorious. Same goes for SNAP, FB, and ZM. Puts on those will turn me into a millionaire by EOM

Do you know how much tech is on an aircraft carrier? A shit ton. And it's the Navy so you know they overpaid. Calls on ZM, SPOT and QQQ all day long. 🚀🚀🚀 /s

Mentions:#ZM#SPOT#QQQ

ZM overtaking AAPL as the market leader

Mentions:#ZM#AAPL

Me: "Yes everything is big down. Gonna go check on my ZM puts. I must be rich now from that POS stock" *ZM up 2%....*

Mentions:#ZM

ROKU ASAN NET DOCU ZM being green suddenly is sus

Bought ZM shares. Big Bad Pussy right here.

Mentions:#ZM

I'm made a nice money from ZM short. But I quit already. Now you can buy this garbage.

Mentions:#ZM

AAPL puts & ZM puts all day

Mentions:#AAPL#ZM

Weekly ZM puts it’s not that complicated. Roku too

Mentions:#ZM

ARKK, I really enjoy most of their holdings, I hate to say it. ​ TSLA, I think it's a great company to be long on, could go under a big correction, but it looks like the future of EV's. TDOC, I mean come on, Telehealth has got to be the future of healthcare, if they can navigate these times and cement themselves as the leader of telehealth, they're going to be a massive winner. ​ ZM, yuck. ROKU, unsure. ​ COIN- Coin looks nuts! Their p/e is already at a super discount, and I think crypto could pave the way for a more decetrentalized future, however it's going to be in for a rough couple of years. ​ U- I love unity! If the metaverse does actually happen it will be built off Unity I truly believe. I think the new unreal engine looks amazing and we can see some new games being built off that engine hopefully. Spotify- anecdotal, but dude, Spotify is super freaking popular and I feel they're outmaneuvering Apple Music a little bit, and with APPL facing anti-trust I feel Spotify could continue to grow! TWILIO and UIPATH im unfamiliar, but SQ you gotta be long on. ​ Every single small business that I personally know are built off of SQ, + their adventures into Crypto are really cool, also I just genuinely like CashApp and the idea of it being way more decentralized than Venmo is. My sisters business is running off of SQ and a sister franchise of ours is also running off of SQ and I continue to see adoption in companies that use it! ​ so, in short - man, if you're bullish on fancy new tech and innovation, fuck it, just hold, but if you're like me and think the Metaverse won't come to fruition you'd be better buying off some select stocks that she has. This could be a really long hold but there are some great companies in there, some are terrible though.

It's literally in the Bible OP. "One day Cathie Wood was trekking in a national park when she saw a light over a hillock. She approached it and as she neared, she saw that it was a burning bush. "Wtf" Cathie said. And a booming voice came from the bush and echoed through the woods. "I'M GOD YOU GILF", the bush thundered. And it spoke cryptic syllables. "TSLA. ZM. ROKU..." the voice chanted. "What?" squeaked Cathie. The voice sighed for it knew her memory had been affected by age. 10 iphones appeared in front of her. The Fidelity app installed in each and the buy section open for a single stock in each. "BRING THESE TICKERS TO MY 'SPECIAL' KIDS", the voice commanded. Cathie understood what the bush wanted and accepted her destiny and brought the unrealized profits to wsb." Retards 4:20

Can any psychic person tell me if MRNA and ZM will gap down 10%? Thank you

Mentions:#MRNA#ZM

After I got vaxxed I’ve done it as much as possible. Surrounded by liberals so only so much you can ignore, but I’m not exactly one of those “I’m scared to leave my house cause I’ll get **OMNICRON!!!11**” types. The overreaction changed the economy massively tho from an interesting perspective, although making half of everyone into shut ins boosted tech a lot. A lot of shit is inevitably gonna fall as it ends, although tbh I think names like $TDOC and $ZM are oversold at this point

Mentions:#TDOC#ZM

Either you are joking or you have no clue what you are talking about. ZM has a lot more features and their UI is pretty damn good.

Mentions:#ZM

I do agree that MSFT is doing better with teams but they aren’t killing ZM. ZM is still growing QoQ.

Mentions:#MSFT#ZM

Dont you see their deceleration in their 12 month trailling data? its worrying, ZM is one of the few that shows the most redflags

Mentions:#ZM

You’re kidding right? ZM is lightweight compared to Teams. Every one of Microsoft’s apps is bloated mess like everything else in the Office suite.

Mentions:#ZM

Teams will always only be “good enough”. MS has no incentive to improve Teams because it’s not how they make their money. If you want a superior telecom product then ZM is what you want.

Mentions:#MS#ZM

This all day. Set buy limit orders lower or don’t do it most of the time! Sure on a Sunday I trust my logic but not at 9am when I’m down 20% on ZM.

Mentions:#ZM

Why not do both? Selectively buy the dip on some high quality socks and hedge your position with some puts on overvalued stocks in case the selloff becomes irrational or some black swan event happens.. That's how smart people make money, instead of simply buying each dip and waiting a fucking decade for your stocks to recover if the market truly does crash... Look at the charts - if you were dip buying CSCO and some other tech stocks during the 2000 crash, it took you well over a decade just to break even. Not every dip is a buyable dip. If you were buying the dip in ZM when it fell from $550 to $300, you look like a fool now that it's at $147... Does anyone here think ZM is going back to $550, like ever?

Mentions:#CSCO#ZM

Only in a low interest rate environment is that true. High PE is a good indicator of who will be brutalized when rates go up. Zoom provides a product that is marginally better than Microsoft teams, if at all, and the large companies who are the core potential customers are already in the MSFT ecosystem. The extra functionality of zoom really only matters for 100% remote work, and even then, many companies don’t opt for it. I’m fully remote, working for a Fortune 500 company, and we just use teams. The world normalizing and rates going up are the reason ZM is in a death spiral, with good reason.

Mentions:#MSFT#ZM

Best in breed tech with high margins can command a premium. MSFT isn’t cheap, but is justifiable. ZM is not.

Mentions:#MSFT#ZM

I think Teams is lumped in with Office 365 or Sharepoint subscriptions. The problem for ZM is what value add to they bring to the table? People are used to Zoom but eventually Teams will get "good enough" and ZM will lose numbers.

Mentions:#ZM

P/B is a completely irrelevant valuation metric for ZM

Mentions:#ZM

MSFT is killing ZM.

Mentions:#MSFT#ZM

Amazon and Shop, sure. ZM, eh. Too many alternatives and no real moat to defend themselves.

Mentions:#ZM

I’ve made a short list of some stocks I like and will be doing some research this week. Here is the list: NVDA, INTU, ADBE, CRM, PYPL, NET, ZM, COIN and SQ I will probably wait a little longer and see if they drop 10-15% more and start loading up.

Did you forget ZM, PYPL and ROKU?

Mentions:#ZM#PYPL#ROKU

Amaz, shop, and ZM only. Let the others die in death. Uber decided it didn’t like money and went into the food delivery business. And Roku just makes you Broku.

Mentions:#ZM

$ROKU makes you broku. I don’t trust $UBER. $SHOP is really pricey. I don’t know enough about $ZM. $AMZN is solid but Jeffie-boy should be stepping down soon so maybe a stock split can come soon.

I think everyone is underestimating just how many companies are stubborning refusing to accommodate work from home and they are losing employees as a result. Workers are coming to view WFH as a job requirement/perk and are going to start demanding it. ZM will see a second coming as a major telecommunications company.

Mentions:#WFH#ZM

I think everyone is underestimating just how many companies are stubborning refusing to accommodate work from home and they are losing employees as a result. Workers are coming to view WFH job requirement/perk and are going to start demanding it. ZM will see a second coming as a major telecommunications company.

Mentions:#WFH#ZM

Realized gain about 8%, unrealized gain 6% for this year. I had/have puts in ARKK, ZM, PTON etc., started those positions almost a year ago. My long tech positions are about 30% down but I keep adding every time it drops 5 or 10%. Selling the puts to fund the long purchases.

Mentions:#ARKK#ZM#PTON

I will take the risk of getting down voted here.. I have/had long term puts on ARKK, ZM and a bunch more since early last year (ARKK was trading at $137 when I initiated my puts). They were long term puts that more than doubled (they were underwater for most of 2021) and I sold more than half of ARKK. Closed all ZM puts. The reason I sold? Because I don’t know if this is a quick/short dip and wanted to secure profit. The reason I’m still holding? Because I personally bet it will keep going down. Other long term puts (6+ months out) I have, CVNA (up 275%), PTON (since September 2021, sold more than half), TSLA (my biggest, currently break even), RIVN (turning positive recently). Just to be clear, there are some tech stocks I am DCA-ing. So I’m not a perma-bear or something. I am on the same page as OP. Maybe you know 100% what OP means and are just mocking.. In any case, my 2 cents. Maybe you need to understand that human life is not linear. There’s always non-linear events. That’s exactly why you “think what might happen next” instead of assume the past success just repeats with zero effort. I feel bad for TSLA fans that think 50% YoY will continue till 2030. That’s right after we had a black swan event, i.e. COVID. Why would someone assume nothing unexpected to happen within the next decade? If you are looking for things to short? Look for crypto related ones. MSTR, COIN, BITO etc. I’m not buying puts there but just sharing some pointers.

Ah - so Booking and Expedia and all other places that are now offering the same thing as ABNB don't make it "different". These offerings should relatively make ABNB overhyped/overvalued and with more competitio ala ZM

Mentions:#ABNB#ZM

Um, have you met ZM?

Mentions:#ZM

Here is my hypothesis small cap tech and startups are gonna crushed in this env which is good for Big tech for acquisitions but however because of anti trust fears they won’t be able to make much moves. So this ends up actually being good for companies like CRM, SQ, PYPL, ADBE and ZM which are cash flow positive & can swoop in to buy these companies cheap and also they don’t need to fear any small tech companies that can disrupt their business model.

IM GONNA DO THE SAME WITH ZM and TDOC!! Load up degenerates!!!!

Mentions:#ZM#TDOC

Isn't WW3 very good for the economy? Loads of new electronics and EV needing to be replaced from the EMP surges, real estate going through the roof, people going back to ZM, NFLX, PTON, GME, because of fallout advisories advising people to stay inside, Jpow restocking his printer ink. I see opportunities.

CSCO had $0.36 EPS in their financial year ending July 2000. Their stock price hit $50+ at peak. So you're talking about well over 200 PE ratio back towards the height of the bubble. MSFT was up above 100 PE back then as well. If you'd bought MSFT at its 1999 high you'd still have significantly outperformed the S&P500 since. If you bought CSCO at ATH you'd be just under where you started. These 1999 stocks were trading at multiples much more similar to names like $TDOC, $ZM, $NET, etc. in 2021, which have already gotten smashed similarly to stocks in the tech bubble. You look at $INTC, $CSCO, $QCOM, companies that actually had a product. It's all around a 75-80% drawdown, similar to the NASDAQ at the time. We are already in the midst of our tech bubble crash right now. Tons of stuff down 70-80% already.

I actually need to correct myself here. They have an outstanding profit margin. What an incredibly run company. I personally don't use ZM for anything but after talking to my friend, apparently they use it all the time in law.

Mentions:#ZM

Good to see the Covid bubble stocks (ZM, MRNA, TDOC, cloud-based tech) come back to more justified valuations.

Mentions:#ZM#MRNA#TDOC

Why do you say that about ZM? Revenue is still going up every single quarter, enough cash to cover their debt (no long-term debt whatsoever) so not as affected by rising interest rates, still logging massive sales growth, net profit margin of 30%, ROIC of 33% (ROA of 23%) if you prefer that, and beat guidance/expectations by a large margin last quarter. People here keep saying that MSFT Teams is beating them, but I can't for the life of me see where people are drawing that conclusion from. IIRC their growth in terms of customers over $100k was something like 90% last quarter, and their phone system for businesses is growing at like 70%.

Mentions:#ZM#ROIC#MSFT

I agree, but I'm just not sure if I'm missing something. I think they have established themselves as the virtual platform for healthcare. ZM and PTON are prime examples of pandemic plays. ZM has no moat, and they haven't established themselves as a work-from-home platform, that title is take by MSFT. PTON is just home-gym equipment. People might still use it, but if you didn't buy a PTON bike during the pandemic you sure as fuck aren't buying one post-pandemic.

Mentions:#ZM#PTON#MSFT

$TSLA is the next stock to go to under $500. It's gonna be the last stock soon people actually have profits in and as it slowly goes down and down people are not gonna wanna risk losing profit as all their other stocks whether PYPL or SQ or ZM or whatever they're down bigly in.

shit that's pretty bad. or ZM I guess

Mentions:#ZM

ZM should be next on the chopping block.

Mentions:#ZM

ZM out of the S&P 500, you say?

Mentions:#ZM

A GME type return of money doesn't have to be from a squeeze. Look at ZM or many covid plays. There was a bunch of runners in 2021 that made overnight millionaires as long as one played

Mentions:#GME#ZM

It depends on the stocks. Some will probably recover faster than others. Something like PTON, DOCU, ZM. Yea you might be fucked.

Mentions:#PTON#DOCU#ZM

Honestly just high pe and fpe with bad looking charts, not much to it. Was short PTON ZM and DOCU last year on the same metrics, just bad charts and high valuations is all. not any crazy number reading or anything

Mentions:#PTON#ZM#DOCU

Or maybe it's a beginning of stabilization and rotation into boring shit that's hella cheap. It's not like they're the first domino. Everything high growth has already been down 50%+. ZM, DOCU, COIN, HOOD, etc. etc.

Let's pour one out for the brothers that went broke(like me) betting against ZM($500+) and PTON($150+). They weren't wrong. They were just early🥲🥲🥲

Mentions:#ZM#PTON

Netflix 1dte 400 c at the opening bell, if it breaks below 400 , will buy Feb monthly 430c .PTON bought a few 1dte 25C b4 closing for a bounce back.Holding DWAC Feb month 50C , will look to book profits by selling 50% of holding to raise the money for Oracle, cisco & ZM March monthly calls. Expecting new ATH for cisco and oracle by March. ZM contra trade with a price target of 220 by March. Meta verse foray & good results are the triggers for ZM bounce.

Mentions:#PTON#DWAC#ZM

Read about how Warren Buffet invests. Not as a bible, but to learn how he values a company. Most preferably his older work. Watch vids. Learn about Bernard Baruch who pulled all of his money from the market before the Great Depression. Take the things you learn an out them in your tool belt. There’s no one way to apply, understanding what you’re buying and it’s true value is immensely important. You wouldn’t buy a Big Mac for $100, but a lot of people now on a lot of stocks are buying Big Macs at $20 hoping they go back to $100 because they were there recently. No basis in reality for this thinking. You know the value of most things you buy daily. You should know the value of the stocks you invest in or at least some easy formulas to get you a ballpark figure. You can research what makes a stock go up and down. You’ll be hard pressed to get the right answer and people think it’s a mystery, it’s the short sellers, no it’s the bulls. Baruch has good info here for sure. Understanding what is changing that price will change how you invest forever. I’ll give you the answer, but I guarantee you need to think on it. The only thing changing the price of a stock is the person who bought it. If we had volume of 1 share for the day on Apple because no one else was selling and I buy it for $1,000 every person holding a share is now seeing that there stock is worth $1,000. The market cap is now 6 times higher. 2.5 trillion to 15 trillion in an instant. Did we really just create 12.5 trillion in wealth. If tomorrow someone sells a share for $160 again did we really evaporate 12.5 trillion in wealth? Can be a tough on to wrap ones head around, but my trading life changed forever when I ran through how 75 billion in wealth could evaporate from only 250 million dollars changing hands down 2 decades ago. When you see it you see it. ZM is the next domino to utterly tumble.

Mentions:#ZM

ZM and DASH are your bullshit indicators. If both are above 100, there’s more room to fall.

Mentions:#ZM#DASH

DASH, ZM, DOCU are still about twice what they’re actually worth.

Mentions:#DASH#ZM#DOCU

Yea that's basically his thesis. ARKK etc. NFLX already unraveling and down -50%. But here's my question, when ZM was discovered to be a piece of shit ticker and also down like 70% how come that didn't crash the market before?

Mentions:#ARKK#NFLX#ZM

Remindme! 5 weeks I will be a millionaire after correctly timed buys of DIS puts, then rolling those profits into ZM puts for earnings. Tag a remind me if you want to see if I was right

Mentions:#DIS#ZM

DIS and ZM puts for earnings next month will make millionaires if you have 10k to drop.

Mentions:#DIS#ZM

Stocks that still have plenty of room to go down: ZM DIS SNAP TSLA NFLX

I mean hitting $700 in October/November and not slowing down since the pandemic, it seems like a no brainer it should slowdown at some point. Roku, cloud companies and biotech have some room to fall for sure. I'm really starting to think we are close to the bottom for some growth names specifically: SPOT, SQ, ZM (debatable). Waiting until at rate hike/March-ish to play it safe for now though

Mentions:#SPOT#SQ#ZM

I will turn 7k into a million dollars next month. Next DIS green day I’m loading up on DIS 2/11 125 Ps. After that 10 bagger I will dump it into ZM 3/4 115 Ps. See y’all on the other side

Mentions:#DIS#ZM

Locking and loading my final pandemic spirit bomb tomorrow. 9k into ZM and DIS earnings week -15% strike puts. See y’all when I’m a millionaire. Drop those remindmes

Mentions:#ZM#DIS

If this actually is 2000-2002 in the ZM/TDOC/PTON world, and I would have to say it might very well be that in that world given what I heard about PTON today, y'all have a TOOONNNN more pain to go and many people like you are going to get bombed out forever.

Mentions:#ZM#TDOC#PTON

Just took a peak at ZM past year performance. Oof. Pandemic stocks getting ass blasted.

Mentions:#ZM

Idk with colleges going back to online, docusign and adobe and ZM might be temporary players again.

Mentions:#ZM

So NFLX is this months DOCU. Next months contenders include DIS, ZM, and MRNA

I’m literally buying the lowest strike possible ZM puts for their earnings, no COVID stock is safe from the GUH

Mentions:#ZM

ZM will fall to as low as $30 this year when it will be bought by MSFT.

Mentions:#ZM#MSFT

So which stocks do you like right now? I see you're not pumped on the speculative tech, fair enough. I personally think some of these names like $ZM are below fair value, but it's much harder to fair value a company like $ZM. They had a growth windfall from the pandemic, their product is highly-substitutable, and their multiples imply long term above-average growth. So which stocks or sectors do you feel are trading below fair value?

Mentions:#ZM

Always thought it was shit, saw that FP post doing research on MF picks beating SPY. Decided fuck it why not try stock advisor, maybe its good. It is filled with so much trash. Mega bullish on ZM last year before the big dips, super bullish on SHOP, Z, basically all mega growth. I think whatever good results they have is just massive bets on tech that worked until it didn't.

Mentions:#SPY#ZM#SHOP

>but $ZM's present value of future cash flows did not drop by 75% with the interest rate move. Why would it? We don't change cost of debt on speculation, only actual debt.

Mentions:#ZM

As you've outlined though, there's no justification on any stock going 5X or dropping 80% from a move in interest rates 2->0% or from 0->2%. They have a modest impact on NPV, no doubt, but $ZM's present value of future cash flows did not drop by 75% with the interest rate move. Instead, what's really happening is the market simply falls in and out of love with certain types of stocks. It's all momentum. There is no fundamental reason these stocks would be worth many times more or less than they were just a few months ago. Momentum is working in each direction on these stocks. It way overshot their values in Sept to Nov. Now it's selling them off like they're hopeless. In my opinion, it creates a great opportunity to go bargain hunting. These aren't specific names selling off, it's entire sectors. It's multiple compression. There are definitely small/mid cap tech stocks which are down 70-80% from their highs, that will be double or triple their value within 3 years. The risk/reward is setting up very well on things like TDOC, ZM, MTCH, NET, you name it. If you can find a company that is down 70-80% from its highs, and you are confident they can continue to dominate their sector, then you are getting in at a great position. You don't even need to be right half the time if your average winner goes up by 2.5X.

Thanks for the detailed post. I read it with interest as I am short ZIM and long PLTR so we definitely have different lines of thought. :) I'll share my thesis for anyone interested. I can't post charts in a reply which would help illustrate my thinking, but ZIM I've been short since September at 60.20, and MATX as well. Yes looking at FCF and revenues at the moment look great, but my thinking was more in line with what we saw with PTON, ZM, TDOC selling off as they were temporary long covid plays to begin with and financials looked great only while the markets they drive revenue from are strong. Markets are forward looking so current FCF is less important for stock price than future financials, which is what I'm speculating on reversing, where I believe you are speculating on a continuation. ZIM/MATX financials are up because the underlying market of shipping is going through a once in a lifetime supply chain issue making for bidding wars for containers to get on ships and the companies to drive more revenue from that. If you listen to the earnings calls you can hear their CEO's and CFO's discuss the issues. You can actually graph the correlation with shipping if you look at things like the Baltic Index or want to track shipping freight costs here [https://fbx.freightos.com/](https://fbx.freightos.com/) The inputs to shipping costs (fuel, labor, etc) have not increased substantially which you can see in a historical chart of operating expenses and COGS, thus with increased revenue they get higher EPS which has been on a tear lately. Many of the freight analysts I've heard have suggested after Chinese New Year in February they believe pressure will start to relieve as supply chain issues normalize. So in my mind, the shipping industry is reaping temporary rewards of a bidding war in ocean freight which is driving their top line growth, but I don't think that will last as supply chain issues will inevitably get sorted out over time, thus bringing down ZIM/MATX revenue. At least that's my operating thesis on the trade. In my view, the major risks from the short side are whether ZIM/MATX use their larger than normal cash reserves from their windfall profits to keep on doing buybacks (MATX has started) or figure out a great ROI way to deploy that capital to continue earnings growth.

I made the mistake of trying to short it on its moon run. Long term obviously would have worked, but even ZM I was like this is total crap. I call it a product not a company. People called me an idoit and tried to explain all the potential things ZM could do with some sort of added rev model. Classic I was right but timing's a bitch.

Mentions:#ZM

>The issue is not default... the issue is that the rise in interest expense and discount rate reduces earnings and depresses fair value for both reasons. The rise in interest rates decreases the NPV of future cash flows. That's the story, so to speak. But it's a tad ridiculous. I mean, how far out are we really valuing these supposed cash flows? Even at 2% interest rates, cash flows a decade out are reduced by... 22%. Are we really valuing $ZM on its 2035 earnings? The market has clearly overreacted in each direction. First, the story was that 0% interest rates were never going up, so growth stocks could justify any valuation they want. Now most of these similar stocks are down 60-80% on interest rates rising a couple of basis points. $ZM was priced at $95 per share in July 2019. Back then we had 2% interest rates. Pre-pandemic. Barely anybody even knew what Zoom was. They had $622M in r