Zoom Video Communications. Every tracked FinTwit mention of $ZM, newest first. 29 mentions since the first on Jan 26, 2026. See the price chart.
June 2026 · 6 mentions
Jun 11
KawzInvests 🦑 — @SVBriskmanager @BULLOFBRITAIN $ZM is in the report too 😉↗
Jun 11
Michael Sikand 🦑 — $SKM has 4x more Anthropic exposure per dollar of market cap than second place $ZM.
Yesterday, SKT’s CEO Jung Jae-heon confirmed the company participated in Anthropic's Series H…↗
Jun 11
Michael Sikand 🦑 — The SpaceX proxy trade minted generational returns.
Anthropic is next. With an S-1 filed for a $1T+ IPO, how can retail investors play it?
The truth is this trade isn't as straig…↗
Jun 10
InvestmentGuru — Everyone’s excited about the SpaceX IPO. Here’s the data that should temper that excitement.
Post-IPO performance across major tech listings tells a brutal story.
The numbers don…↗
Jun 1
Jerry Capital — What if Abel was just short $ZM against the Google long.↗
InvestmentGuru — Hantavirus fears are starting to get attention in the market. Personally, at this point, I don’t think this becomes a coronavirus-style pandemic event, but the market will still re…↗
May 10
PhotonBull — Great read and largely agree with @AlmaCap114204 here. Buying SpaceX, Anthropic or OpenAI after the IPO does not interest me as much as $CBRS.
I think $CBRS is an easy buy purely…↗
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 14
Daave “3 and 30” Tepper — @JaredSleeper You just made my point. constrained thinking. No one has to invest in saas cos. And only software bros pretend a company can be valued on sales. The market eats earni…↗
Feb 14
Daave “3 and 30” Tepper — why are software cope bros doomed?
Not software; the bros themselves.
they have no adaptive ability. even after the saas valuation shift, they still say “$zm trades 4.3x sales”…
January 2026 · 3 mentions
Jan 29
Jerry Capital — $ZM with that anthropic asset might be above p/eFCF↗
Jan 27
TheValueist — $ZM Zoom’s Strategic Anthropic Investment: A Valuation Analysis↗
Jan 26
amit — @Citrini7 When I found out $ZM was up because they bought Anthropic a long time ago https://t.co/AKiZSieOp4↗
AlmaCap — Asked to take a look at $ZM this week.
Attractive numbers:
> $21B market cap, $7.7B net cash (so $13B EV)
> $1.7B annual FCF, 13% FCF yield on EV
> 84% gross margins, 13x P/E,
>…↗
The AI Investor — $ZM is now at $80, it's the time to reach $1500 a share base case in ARK Invest base case model published in 2026.
Btw, a lot of Zoom current value comes from its Anthropic invest…↗
Mike Investing — These are the ownership percentages in Anthropic by corporations:
~ $AMZN (Amazon): 16%
~ $GOOGL (Google): 14%
~ $NVDA (Nvidia): 3%
~ $ZM (Zoom): 1%
Big tech knows what the Anthr…↗