Zoom Video Communications Inc - Class A. Every tracked FinTwit mention of $ZM, newest first. 9 mentions since the first on Feb 14, 2026. See the price chart.
June 2026 · 2 mentions
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…↗
April 2026 · 1 mention
Apr 18
AlmaCap — Asked to take a look at $ZM this week.
Attractive numbers:
> $21B market cap, $7.7B net cash (so $13B EV)
> $1.7B annual FCF, 13% FCF yield on EV
> 84% gross margins, 13x P/E,
>…↗
February 2026 · 3 mentions
Feb 14
Daave “3 and 30” Tepper — @JaredSleeper You just made my point. constrained thinking. No one has to invest in saas cos. And only software bros pretend a company can be valued on sales. The market eats earni…↗
Feb 14
Daave “3 and 30” Tepper — why are software cope bros doomed?
Not software; the bros themselves.
they have no adaptive ability. even after the saas valuation shift, they still say “$zm trades 4.3x sales”…↗
Feb 14
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…↗