u/rakeee · 3h agono track record yet
Anthropic IPO = easy money for monkey
Zoom owns approximately $3B in Anthropic stock (~10% of Zoom's market cap), providing indirect exposure to an anticipated oversubscribed IPO. As an undervalued cash-generative business trading at a discount, Zoom offers both a speculative play on Anthropic's IPO upside and a fundamental value story through its $2B annual free cash flow and capital allocation.
Now $96.0114m ago