u/ugarreddit

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000———
3d1100%-1.0%-1.0%
1w1100%-1.1%-1.1%
1m1100%-1.7%-1.7%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$ZMr/wallstreetbetsDiscussionbullish
u/ugarreddit · 47d agono track record yet

Is ZM (Zoom) an acquisition possibility?

ZM could be an acquisition target at $45B+ (above current $30B market cap), given its $7B-$8B cash position, Anthropic stake, and recurring SaaS revenue, making it attractive to strategic acquirers seeking AI exposure at a discount to standalone valuation.

At post $96.44Now $96.82+0.4% since postedas of Oct 23, 1:45 PM ET
1d—
3d-1.0%
1w-1.1%
1m-1.7%
3m—
6m—
1y—
original post →

End of results.