ZM

SupportMedium9487

[https://www.youtube.com/shorts/-ZM5MlTXj7o](https://www.youtube.com/shorts/-ZM5MlTXj7o) lowkey?

airbud9

BOXX does have a tax risk component to it, they are using a strategy to make part of the interest coming in appear as longterm cap gains. But the IRS has regulations on some of the creative options mechanics that can void the tax savings if the appropriate government authority deem these mechanics are done solely for tax savings. This risk is listed in the BOXX fund prospectus and this video explains the mechanics of it better than I can in a reddit comment. https://youtu.be/A6Xts-oRNFc?si=ZM_LaJAkvuXYdeG6

Teekay53

I think that the quoted zoom numbers from Baird are bad. Excuse the AI output but I’m not writing all this Zoom (May 2023): • Participated in Anthropic’s Series C at a roughly $4.5B post-money valuation • Invested $51M via Zoom Ventures → initial stake ~1.1–1.3% • Round was led by Spark Capital alongside Google and Salesforce SK Telecom (August 2023): • Invested ~3 months later at a roughly $5B valuation (per several sell-side analyses) • Invested $100M (announced as an “additional” investment following an earlier SKTVC stake) → initial stake ~2% • This was a separate strategic round rather than part of the May Series C Your math is sound. The starting points were: • Zoom: $51M at ~$4.5B (May 2023 Series C) → ~1.1% initial • SKT: $100M at ~$5B (Aug 2023, post the Series C that already diluted Zoom) → ~2% initial So at the moment SKT’s check cleared, SKT was at ~2%, Zoom was already diluted from 1.13% down a notch by SKT’s round itself, and from there both should dilute proportionally through Series D, E, F, and G. SKT should remain ~2x Zoom in percentage terms throughout. Reality check against SKT’s disclosed numbers (the only hard data either company has published): • SKT’s H1 2024 semi-annual report disclosed 0.7% at book value of ₩192.5B • Korean analysts (Korea Investment & Securities) now estimate ~0.58% post further dilution • That’s roughly 2.0% → 0.58%, i.e. ~71% dilution of the original stake Applying the same dilution to Zoom’s ~1.1% initial stake → ~0.32% today, which at Anthropic’s $380B post-money is worth roughly $1.2B. So the consistent answer is something like: Zoom (ZM) • Initial investment: $51M (May 2023, Series C) • Anthropic valuation at entry: ~$4.5B • Initial stake: ~1.1% • Estimated current stake: ~0.3% • Value @ $380B Anthropic: ~$1.2B • Market cap: ~$27.6B • Stake as % of market cap: ~4–5% SK Telecom (SKM) • Initial investment: $100M (Aug 2023) • Anthropic valuation at entry: ~$5B • Initial stake: ~2.0% • Estimated current stake: ~0.58% • Value @ $380B Anthropic: ~$2.2B • Market cap: ~$14.2B • Stake as % of market cap: ~15–16% Why the published analyst numbers are messy: 1. Baird’s $2–4B Zoom range is generous. It implies 0.57–1.14% remaining, which is nearly Zoom’s initial stake — they’re effectively assuming little to no dilution, which is unrealistic given the ~$60B+ raised in subsequent rounds. 2. Different analysts are anchoring on different things — some on the original $100M/$51M check sizes, some on book values, some on assumed pro-rata participation. 3. Neither company has officially disclosed current ownership %. SKT at least gave one data point in its semi-annual report; Zoom has disclosed nothing beyond the original $51M “strategic investments” line item. Unless Zoom had anti-dilution protection (no public evidence of that — Series C strategic investors typically don’t get it), or Zoom topped up in later rounds (also no evidence), your inference is correct: SKT’s current Anthropic stake should be roughly twice Zoom’s. The widely cited $2–4B Zoom figure is almost certainly the high end of plausible, and the consensus has just been sloppy.​​​​​​​​​​​​​​​​

Far-East-locker

Just imagine a 1-2% drop on the following day, might ended up 30% or more drop for the industry after this earning call SAAS EARNINGS CALENDAR - Q1/Q2 2026 -------------------------------------------------- COMPANY              TICKER    EARNINGS DATE (2026) -------------------------------------------------- ServiceNow           NOW       April 22 (Reported) Microsoft            MSFT      April 29 Atlassian            TEAM      April 30 Twilio               TWLO      April 30 Palantir             PLTR      May 4 (Estimated) Datadog              DDOG      May 7 Cloudflare           NET       May 7 HubSpot              HUBS      May 7 monday.com           MNDY      May 11 Palo Alto Networks   PANW      May 19 Snowflake            SNOW      May 20 (Estimated) Zoom                 ZM        May 20 (Estimated) Workday              WDAY      May 21 Intuit               INTU      May 21 Okta                 OKTA      May 26 (Estimated) Salesforce           CRM       May 27 (Estimated) Zscaler              ZS        May 28 CrowdStrike          CRWD      June 2 (Estimated) Adobe                ADBE      June 11 --------------------------------------------------

CipherWeaver

Zoom, the video chat company, has the stock ticker ZM. The ticker ZOOM is some defunct Chinese IT company. Well, guess which stock mooned during COVID

ai-moderator

#TLDR --- **Ticker:** ZM **Direction:** Up **Prognosis:** Buy Apr $80 Calls and May $90 Calls **Catalyst:** Zoom's stake in Anthropic is looking massive against its current market cap due to Anthropic's new $800b valuation rumors. **Real Logic:** Buying a boomer pandemic video-chat stock purely as a backdoor AI play.

CalebVanPoneisen

This… may actually be a smart move. Happened a few times before like with $ZOOM mistaken for $ZM. If it works, you’re going to be a bajillionaire. Godspeed!

rwc5078

FYI - I bought calls on ZM yesterday expiring today AMA

InevitableAd2436

Hahahahahahahaahah bro I can tell you’re shaking rn I do like you though, even though you’re completely retarded. I’m still laughing at your “bessent will manipulate oil prices” and “wait until Japan gets involved” comments. You’re literally projecting everything you type: Inbred, illiterate, retarded, poor… I’ll give you a free piece of advice. BUY ZM calls rn I got in this morning. If you want to start following my trades lmk I do like you, but you are a retard 😎

rwc5078

I bought ZM calls and SPY puts for tomorrow Either way I am fucked

RevolutionaryPhoto24

!banner ZM to 100 by August 15, 2026

RevolutionaryPhoto24

As of Saturday, I am short shares of ZM due to early assignment of spreads. Had diagonalized back dated long calls at a lower strike, so not a disaster. I do wish it’d stop it with this regarded strength this week (still in profit, but don’t want to close bc 1-1 and ‘tism my SpaceX play.)

North_Teacher_7522

so, are we buying $ZM?

torchfighter

I feel like the ticker being named SPCE helps too. Remember people buying GMED instead of GME, or ZM instead of ZOOM? Virgin Galactic being named SPCE might confuse some regards into thinking it IS SpaceX, causing an even bigger pump.

RevolutionaryPhoto24

Welp, I simply don’t know. (Was assigned short legs of ZM call spreads for ver the wknd, and each time I think I’ve decided how to manage the position, I haven’t.)

omegahustle

This is not a bad idea because SPCE is similar to SPACEX, ticker wise It can happen the same that happened with ZOOM and ZM during covid https://preview.redd.it/vvurqqd8ubtg1.png?width=640&format=png&auto=webp&s=48a3add6b4284bc2fd8a03d8812ef5442d5fdcce

domaxelross

ZM calls for when the wfh comes along

Oneok-Field

Some shit SaaS stocks are green somehow. Probably because they're already so oversold $ZM and $NOW

Lost_Grand3468

ZM had their anthropic surge and then shit the bed on fundmentals. And THEN continued to fall from macro. Get your timelime straight. The market clearly agrees SKM is the better play.

InevitableAd2436

$ZM going to $85 as the retail tards find out they own billions worth of Anthropic and they scale out of $VCX

seke33

ZM is mooning today?! Shoutout that one guy who posted

TomatoSpecialist6879

No it's not lmao. SKM p/e is 44 while ZM p/e is 12, ZM also generates much more revenue than SKM. But with that said, both are considered high p/e and will most probably going to eat shit even with the Anthropic investment since we're in a bear market. Bullish points are only bullish when the market is not actively trying to selloff due to macro economics situation affecting everyone.

ShittyBidet123

ZM’s ai avatars are gonna make people not go on calls anymore it’ll be a bot circlejerk which will then make calls not even happen anymore

Lost_Grand3468

SKM is much better than ZM for the same reason.

Lost_Grand3468

This was the correct play. Largest korean telecom, actively adopting AI, and anthropic holdings have a much larger impact on stock price than ZM.

Fit_Equal6932

I hadn't heard about ZM Anthropic connection, thanks for bringing it up. I will look into it some more.

seke33

Wow this aged very well. The VCX craze caught my eye and I've been looking into getting into ZM as it has a \~$3B stake in anthropic. Might enter DXYZ too!

TomatoSpecialist6879

You're ignoring his point that ZM market cap is $22bn. AMZN and GOOGL both have trillion dollar market caps and their stake in Anthropic is a piss in the ocean and doesn't move their stock much.

Embarrassed-Fact105

yeah same here, been eyeballing $ZM since that Anthropic news dropped—tbh it’s kinda wild how cheap it feels compared to what you’re actually getting. might snag a few shares just to test the waters.

No_Plastic_7533

I love the confidence but calling $ZM an "Anthropic play" feels like slapping an AI sticker on a value trap and hoping the market buys it. The below-NAV angle is interesting though, because even if the AI story fizzles you're basically betting on buybacks/cash + not bleeding enterprise forever.

Stonkgang_

Yeah I looked into them, but in terms of FCF yield and liquidity I much prefer ZM.

Stonkgang_

Yeah, ZM did good on this front 😂

Stonkgang_

How is nobody in $ZM here This move in $VCX because of their exposure to Anthropic.. then you have people pumping $ORBS because of its exposure to inferior OpenAI. Yet $ZM, yes, Zoom Video owns a 1% stake in Anthropic due to its early investment in 2023. In fact, it owns far more than any of these combined. Furthermore, it generates 2bn in FCF a year, has a market cap of 22bn, with 7.8bn in cash. Giving it an EV value of 14.8bn with its Anthropic investment worth approx 4bn Meaning, its entire core business trades at 5x FCF ($10bn) Making Zoom essentially the best way to publicly gain exposure to Anthropic. In a realistic sense you’re buying Anthropic here for below NAV, when standard multiples are applied to ZMs core business. Making $VCX $ORBS and $DXYZ look ridiculous.

Delphiman2025

$ZM Zoom Communications has a huge stake in Anthropic+ potential Oil shock lockdown= potential Zigma Quantum McBoomTown on calls (lockdown gamble). Thoughts?

mensch7

Here come the fuel lockdowns (at least in some countries) so I guess... ZM 200C May expiry? 😒

HistorianMuch8963

Oil and gaz demand will need to contract to meet new production levels. Wild take : Countries will announce return of Work from home measures like during COVID.  Just need to find ZM and PTON stock of 2026 now

TemporaryDisaster312

[https://www.youtube.com/watch?v=LseQ1ecp-ZM](https://www.youtube.com/watch?v=LseQ1ecp-ZM)

garyt1957

I subscribed to MF years ago, just their first service, I think it was called Stock Advisor? Anyway I owe them for having more money then I ever thought I would. They got me into Netflix at $34, Marvel which got bought by Disney, I still have Cintas, up 3700% in 16 years, MA, TXN, GOOG. Just lots of big winners. I also had losers too but the winners far outshone those. I didn't just blindly follow their picks I also did my own due diligence. So back then at least they were solid. During covid I subscribed again for $49 because I was bored. I didn't have much free cash but bought small $1000 lots of some of their recs. Didn't nearly do so well on those. One, SFVB went bankrupt, ADSK is down 20%, ZM is down 79%, and only CRWD is up, 92%.

Spicyboi981

Is oil going up bullish for ZM

BarbellPadawan

Story time with 🅱️🅿️: when I first joined the dark side, first short options position, I had sold a near expiry call credit spread on ZM after an insane spike in IV. Spread was pretty tight, max loss was like $95 total in the trade. I was so nervous. I couldn’t sleep. I was like: my am I risking $95 to make like $10 or whatever low BS premium it was. Was having dreams of 1min candle charts with the underlying rallying through my strikes. Good times.

gizamo

Utter nonsense. Either you know that none of this even remotely affects AMZN or ZM, or you simply don't understand valuations or know how math works in general. If they actually had an IPO date that was in the next month or so, this *might* matter, but they don't. This is absolutely just political nonsense posting. That's why it's getting ass blasted into this sub from a ton of bots that span r/Politics, r/Conservative, and the million other politics subs.

Antique_Cabinet8416

and yet AMZN and ZM are majorly invested, they supply a huge chunk of the capex for the biggest stocks in the market, and they're one of the most anticipated IPOs of the year. you only think this is "politicallll" because you can't count good

Professional_Con_007

AI had killed DUOL it will never recover its like ZM and covid

KingRegardothe2nd

ZM tanked 12% but now recovering.

breiterbach

Don't forget Zoom (ZM), Oct 2020 it was at $550, now its at $80. MRNA is similar, from $350 to $50 now.

Stocks_N_Bondage

Well looks like ZM was an ooops, but SNOW is working...

Fantastic_Smoke9501

yeah i am playing puts. what are you playing on ZM?

Massive_Praline_4660

AMZN, Google have large stakes. Also, ZM has a stake.

Ant0n61

100% I’ve been thirsty to get into this IBM, RIVN, and ZM.

ThickRest7929

You could have picked ZM and lost

kindall

ZM?

2plus2_equals_5

I remember TDOC, ZM, ROKU, COIN, TWLO. All those shit companies I would see on Reddit saying they were going to make it big.

Metropolis9999

$ZM Zoom. I know it was a pandemic darling, but they’re doing well and breaking into a lot of business services. Their contact center business is quietly booming. Recent breakout from the basement, too.

Aureliamnissan

>And wait what do you think that chart represents? Why would I say it's "because of retirement accounts"? I'm really genuinely interested in hearing you explain that. So generally, when it is pointed out that the wages haven't kept pace with GDP growth, the counter is that benefits and retirement fill that gap. Which is dubious IMO. If that were true then the overall share of retirement accounts would grow, relative to the market, rather than stay flat over that same period. Meanwhile. IF GDP growth outpaces compensation, then that additional profit goes *somewhere*. As you say, it goes into the corporation's coffers. While many are sitting on huge cash reserves, that money eventually gets spent (eventually on labor as income), or returned to investors in the form of dividends. What I'm saying is that it would eventually show up in the GDP/wages chart as a return to some similar level. I'm not saying I know what that level should be, but a consistent downward trend doesn't look great. I realize the stock market isn't GDP growth, but profits are returned in the form of dividends to shareholders. Take a look at the [net corporate dividends / GDP](https://www.google.com/imgres?q=fred%20net%20corporate%20dividends%20divided%20by%20gdp&imgurl=https%3A%2F%2Fwww.economicgreenfield.com%2Fwp-content%2Fuploads%2F2024%2F05%2FCP-GDP-5-30-24-.11306.png&imgrefurl=https%3A%2F%2Fwww.economicgreenfield.com%2F2024%2F05%2F30%2Fcorporate-profits-as-a-percentage-of-gdp-46%2F&docid=htiZxwm_I8U0ZM&tbnid=hUydqKC0HeaktM&vet=12ahUKEwju_-uA9dySAxUGmmoFHSkwKi4QnPAOegQIEBAB..i&w=895&h=601&hcb=2&ved=2ahUKEwju_-uA9dySAxUGmmoFHSkwKi4QnPAOegQIEBAB) and compare it with the [real wages / GDP](https://duckduckgo.com/?q=fred+real+wages+divided+by+gdp&t=ffab&ia=images&iax=images&iai=https%3A%2F%2Fwww.economicshelp.org%2Fwp-content%2Fuploads%2F2017%2F11%2FScreen-Shot-2017-11-20-at-09.27.40.png). (As an aside, I don't know why, but every FRED link is a bad gateway for me so the best I can do is google image searches of these FRED products. Sorry about that) Anyway, there is a sharp divergence after 1980. We can see where some of that missing GDP growth is going. It is in the form of dividend payments. Where are those payments going, but to shareholders? This is concerning because [the majority of the market is not subject to US taxes.](https://advisor.visualcapitalist.com/u-s-stock-ownership-over-time/) There's basically no way you can cut taxes to "grow your way out of it" (not that I really buy into the laffer curve, but still).

liftingshitposts

The one I’ve been shilling and has plowed through the “dead SaaS” cycle, ZM

sirzoop

ZM is so strong finically too. Very undervalued

wetmedjooldates

ZM is the only buy from your Reddit stock picks. ZM has a stake in anthropic which will send it to 150-175 before ipo by 2027

sirzoop

Not just TEAM, I have a whole list of undervalued companies I've been buying recently: TEAM, WDAY, NOW, ZM, CRM, ADBE, INTU,

mybrev

What?? Those were so obviously covid related pumps… Reddit is sticky. 121 million active daily unique users. ZM and PTON are a truly horrible comparison.

Longjumping_Rip_1475

I will probably get flak for this but I think TEAM, CRM, NOW, ZM will not do well with AI

AcerVentus

On this we agree. But I have conviction in my GOOG and ZM plays. Long term FTW. Tis volatility is but noise.

trekpandar

Depends on your dilution assumptions about how the rounds since 2023 have gone and if ZM participated pro-rata in them, so $2bn is the bottom end of the reasonably likely range but it could be higher (up to 4.4bn by my calcs)

CumomEileen

Buying the dip on MSFT. Hopefully this will turn out better than the previous dips I have bought, namely ZM, WW, LCID and TLT

theJimmybob

$ZM PT raised to $110 From $95 at Wedbush - keeps Outperform rating

Impossible-Fun2027

Yeah Sure! after 11%+ 3% after hours growth, a call is a great Idea for ZM

TinyPaleontologist87

$ZM calls and $SLV puts at open seems promising

theJimmybob

$ZM will go bonkers tomorrow. Anthropic investment not baked in... $110+. [$ZM](https://x.com/search?q=%24ZM&src=cashtag_click) is a $28 bil company with $8 bil in cash and no debt... so pretty much 28% of its valuation is in cash. Add to it the fact that it is also generating nearly $2 bil in FCF on a yearly basis and you have an insane fundamental story. Couple that with the anthropic investment and its most recent earnings with signs of a growth turnaround and you have a Molotov cocktail waiting for a lighter...

CumomEileen

Holy shit ZM I been bagholding this shitstock for 3 years after buying "the dip" in 2022 and it kept dipping. Finally back to breakeven

bullishchilipepper10

Wouldn't be surprised to see ZM over 125 by end of week. That anthropic stake will be worth more than their entire market cap in a couple years

Justzyn_Jefferzyn

ZM! LFG, the covid darling is breaking out. Going to $100 

QuantrixQuintrix

ZM calls

TheInkDon1

I'm just a recreational trader, but I found this book fascinating: [The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution](https://www.amazon.com/Man-Who-Solved-Market-Revolution/dp/073521798X/ref=sr_1_1?crid=32KMW6I0ZRBDN&dib=eyJ2IjoiMSJ9.ZM5PDwW8itNnrXFh6gonLF1fc9sBqec6ZOmcYwWHgUXoL-wlieX7lVczdIkx9AxXNPYxynJx_PsvGBs1R94m2MPmPw8kTJrJybothl-ItsgVJeVjM6uszS7IPF0vsmpt4H7z5TLsUHgQObmlDUpUOQR9lreM_4jJNX4ebc1CqxXHI5enA6qUIP0JOms0_hlMA3nCZ-BQUcPaS4-ZWFIdaQ._yT2ZvVuVtYh2w72p8Uu-29ndHJFu0MrjXiMTgCYYnE&dib_tag=se&keywords=the+man+who+solved+the+market&qid=1767977032&sprefix=the+man+who%2Caps%2C243&sr=8-1) It might give you an insight into the kind of work they do, and the dollars to be made.

liftingshitposts

People laughed at me when I started calling ZM at $60, I still think it has legs

553l8008

Invading venezuala? Gonna run the country for them? Well were gonna run the county over Zoom calls. Buy now baby ZM$ !

Acrobatic_Feel

ZM

Feedthemcake

that ZM daily chart... :leo decaprio biting fist meme:

Internal_Field5970

Dear bers https://i1.sndcdn.com/artworks-yHfbqspd8QRZY5ZM-r0ANfQ-t500x500.jpg

_TheGoogz

Psyche! Ascending wedge... And his name was John Cenaaaaa bum duhnuhnuhhhhh TKO Fuck your astrology ZM is dead talking gap fills from 2022 lmao

Zestyclose_Ring1123

ZM only breaks out when I sell. Let me know when you buy so I can short.

SassyMochas

ZM's prolly gonna plateau soon, IMO 📉😬. I mean, ya gotta look at the longer-term trend here, not just the flashy short-term patterns.

ContactIcy3963

You can thank me as I am the one that owns ZM puts

Historical_Air_8997

No idea what his swing trades were, lots of small/micro caps. His current holdings are all over the place: NVDA, AMZN, GOOG, ZM, VZ, DOCN, SKILZ, BRK.B, TOST, and like 15 others I can’t remember. TBH like 1/3 holdings are doing really bad (skilz, DOCN, and zm), but he’s the type that sells half at a double and half again if it doubles from there. So he calls it “house money”, idk if I agree but since he sold so much the holdings aren’t very much. So those companies he bought around Covid and sold most at the highs. Similarly, NVDA he sold 2/3 of his position between $120-180, his cost basis I think was $13. So he prob won’t sell the rest until he needs money cuz it’s house money.

Justzyn_Jefferzyn

You bought Zoom in 2021, I’m buying it now 😈 ZM going above $100 soon

e_sir

I bet we drill to the core starting tomorrow. 🐻 gang. AAPL 180, CVNA needs to come down to high 90s, ZM cash ain't shiet down to 30s, MU boys will catch falling 🔪🔪🩸🩸. PANIC them boys will be shouting buy the dip, 💎💎 hands...🤡🤡

cloudx12

[Found these interesting ticker activity](https://ibb.co/DHzYdPBm): FHN (First Horizon) calls volume is up 1900% vs. average daily call volume and ZM (Zoom) is up 800%. Source: [ImpliedOptions.com](https://impliedoptions.com/insights/most-active-tickers)

Miserable-Tie-3436

ZM fucked me and so will BBY

PM_Me_Your_Mustash

ZM 🤑

WSB-Rizzler

If ZM opens above 75 tomorrow my family will be eating at the soup kitchen

King_Siege

If ZM opens above 75 tomorrow I will be at the soup kitchen for thanksgiving

sirzoop

I was buying REGN AMD GOOG over the last few months CRM ELF ZM are looking like buys right now too

jtroye32

Ask if they can do it over Zoom for you. If they say yes calls on ZM

sirzoop

right now I've been buying some REGN, CRM, ZM, PYPL, DUOL, ELF if you asked me this question 6 months ago I was buying AMD,

Corona-walrus

Think of it this way: If that's true, it's because we still have the power to influence things, no matter how hard he's tried to rig it. He would not offer it once he's sure he has it sufficiently rigged. He's probably afraid of losing power, esp after seeing ZM elected in NYC, and he should be. 

Cloudlylol

Has anyone invested into Zoom ($ZM) ? They too partnered with Nvidia but seems like the partnership hasn't really made any waves on its price nor value.

CumomEileen

Dude I can’t think of a bag I’m not holding at this point. GLD, LCID, OXY, WW, BYND, ZM to name a few. I didn’t miss one 

shock_and_awful

I use quantconnect for this. There’s a free tier. You can use some of my code that does exactly this- I was experimenting with a “what if” scenario — rolling ZM calls during the pandemic. https://open.substack.com/pub/quantish/p/if-only-i-had-rolled-zm-calls-during Just open up the back test and click clone. You can change the ticker symbol and the parameters for rolling.

buppiejc

`ZM Call 85 Strike 11/21` `UPST Put 45 Strike 11/21` \*not financial advice

pooterssssssssss

Yea it ALL blew up starting in March 2021(early March). That's when stocks like FVRR, ETSY, PENN, ZM all collapsed and never came back

OutOfBananaException

What are you doing purchasing calls on zombie companies like PTON? Why isn't ZM and ARKG in there too, just to round it out a little?

95Daphne

If you weren't around for 2021-2022, I'd suggest reviewing what occurred to popular names from then, such as ZM, FSLY, TDOC, etc. Or just ARKK. And then if you hold RDDT, I'd strongly consider booking partial profits. The most likely case is that the Trump era won't be invincible to the same things that happened under Biden and some of the names that benefitted from a Trump election will end up getting hammered...heck, there's even similar divergences starting to appear in the Nasdaq to the lead up to 2022.