u/Zeneph007 · 183d agono track record yet
$ZM the most asymmetric bet on Anthropic/AI. You get the core business basically for free
Zoom's core business is severely undervalued at a 3x EV/FCF multiple while the market ignores its $10B+ stake in Anthropic. Once Anthropic's rumored late-2026 IPO occurs, investors seeking AI exposure will recognize the margin of safety in owning Zoom's dominant enterprise software platform bundled with a major stake in a $1T AI company, driving a significant re-rating.
At post $90.01Now $96.82+7.6% since postedas of Oct 23, 1:45 PM ET
1d+2.2%
3d+2.2%
1w+7.9%
1m+17.4%
3m-4.7%
6m+8.3%
1y—