Who mentions $ZM most on Surfaced?

@yasutaketin (シバイヌおやびん（投資系VTuber）) mentions $ZM most — 10 mentions in the past 12 months.

When was $ZM first mentioned on Surfaced?

The earliest tracked mention of $ZM in the Surfaced archive was on Jan 26, 2026.

How many voices track $ZM?

15 FinTwit voices have mentioned $ZM 29 times in the past 12 months.

What kind of voices mention $ZM most?

$ZM is mentioned most by Semis voices on Surfaced.

$ZM — FinTwit mentions on Surfaced

Recent mentions

29 mentions

@kawzinvestsJun 11, 2026 · 6:18 PM

@SVBriskmanager @BULLOFBRITAIN $ZM is in the report too 😉

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@michaelsikandJun 11, 2026 · 5:09 PM

$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 and has no plans to sell ahead of the IPO. Strip that Anthropic stake and $SKM's core telco trades at approximately 6.1x EV/EBITDA, the cheapest name in the global peer group. If Jensen's bet on telecom as critical AI infra pans out, $SKM's goldmine goes far beyond its early bet on Dario and co.

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@michaelsikandJun 11, 2026 · 3:00 PM

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 straightforward as it was for SpaceX. There isn't a clean proxy like $SATS, where the equity stake was equivalent to the stock's entire MC. And since every top lab is private, you can't just buy the closest competitor at a fraction of the valuation, like $RKLB or $ASTS. Nor can you find a quality, concentrated closed end fund like $STCK.TO. Interestingly enough, the 3 public companies holding billions of dollars of Anthropic exposure are all contrarian bets in this market. None are being priced by the market as AI beneficiaries, despite their Anthropic ties actually earning them vendor status and unique collaborations with the company that go far beyond a simple equity stake. To me that's what's most interesting - double upside. Not just because Anthropic might become the world's most valuable company one day.... But because investors are genuinely sleeping on these businesses as is. In our latest Substack article, @KawzInvests and I explain where Anthropic is as a business today.. But also model and rank the 3 Anthropic proxy trades for retail investors. - A COVID darling product relegated to a "feature" $ZM - The SaaSpocalypse's poster boy $CRM - A Korean telco dinosaur fresh off a damning cyber attack $SKM Link below or in my bio.

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@investmentguru_Jun 10, 2026 · 1:08 AM

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’t lie: → Median 6-month return: -9% → Median 12-month return: -9% → Only 43% of names positive at 6 and 12 months → Average Year 1 max drawdown: -55% The hype window is real — 57% of names are positive in the first 1-3 months. Then gravity kicks in. The carnage examples: → $HOOD: -74% at 12 months, -90% max drawdown → $LYFT: -65% at 12 months, -79% max drawdown → $RIVN: -67% at 12 months, -88% max drawdown → $COIN: -55% at 12 months, -57% max drawdown The exceptions that survived: → $PLTR: +153% at 12 months → $ZM: +142% at 12 months → $CRWD: +64% at 12 months → $ARM: +132% at 12 months The winners had one thing in common — genuine revenue inflection and a defensible moat. SpaceX has both. But the market will still test you before it rewards you. The SpaceX IPO will be one of the most hyped events in market history. The data says: let it come to you. Not financial advice.

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@jerrycapJun 1, 2026 · 11:03 PM

What if Abel was just short $ZM against the Google long.

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@yasutaketinJun 1, 2026 · 9:23 AM

$ZM も $SKM もAnthropic初期投資株を目当てに買ったんだけど、それぞれの業績もわりと良くてさらに上がってる感じやね。😇

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@jerrycapMay 30, 2026 · 1:15 AM

@evrgn11112231 @AnthropicAI $ZM

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@yasutaketinMay 21, 2026 · 8:13 PM

$ZM が決算で上 https://t.co/bbBZ7CxzO0

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@investmentguru_May 11, 2026 · 10:37 AM

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 react to headlines and speculation. Names to watch: $MRNA → vaccine/speculative biotech reaction play $CLX → defensive hygiene/consumer safety trade $ZM → potential work-from-home sympathy momentum For now this looks more like a headline-driven rotation trade than a long-term macro event, but worth keeping on watch.

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@photonbullMay 10, 2026 · 7:15 PM

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 as a trade in this market. Remember $CRWV last year? Furthermore, I already have a tiny $DGXX position as a $CBRS proxy after their large deal last week For SpaceX, I think $SATS is a good way for direct exposure to frontrun the IPO For Anthropic, I heard $ZM may be interesting? But no position and not too familiar at the moment. Might be worth taking a look though $SATS / $ASTS also hedge each other since they are two of the three main players in the direct to cell connectivity race, with the third being $AMZN after the $GSAT acquisition. But they probably get the worst of both sides with technological limitations compared to $ASTS and a late start compared to both

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@yasutaketinApr 29, 2026 · 6:22 PM

$ZM +5%

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@yasutaketinApr 24, 2026 · 10:01 PM

Anthropicに投資した $AMZN $GOOGL $SKM $ZM は、どれも全部高く感じないんだよな。伸びしろがありそう。

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@yasutaketinApr 24, 2026 · 10:00 PM

なるほど確かに。「OpenAIの評価: 評価額8,500億ドルに対し、年換算収益（Run-rate）が約240億ドルの場合、PSR（株価売上高倍率）は約35.4倍。 Anthropicの評価: 評価額3,500億ドルに対し、収益が260億ドル（下限）と仮定しても、PSRは約13.5倍。」（Gemini） $GOOGL $AMZN $SKM $ZM のAnthropicへの投資利益は、今後も上がっていきそう。

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@yasutaketinApr 24, 2026 · 5:55 PM

$GOOGL が Anthropicに追加投資これによりAnthropicの評価額は向上かな $ZM $SKM $AMZN にとっても上

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@yasutaketinApr 23, 2026 · 6:36 PM

$ZM が売られたソフトウェア銘柄の中で一番戻りが早いなさすがAnthropicプロクシー銘柄w https://t.co/jqCaEwQBcn

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@yasutaketinApr 20, 2026 · 2:50 PM

$SKM SKテレコム　キテるねぇ～ $ZM もいずれ。。実質Anthropic銘柄（笑） https://t.co/DjsmfIZSAl

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@almacap114204Apr 18, 2026 · 10:11 AM

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, > $4.2B in buybacks And Zoom Ventures investment in Anthropic. $2-4B today against a $21B market cap. If Anthropic gets to $1T, that stake is plausibly $10B. Anthropic is a beast and people will want exposue, could run on that alone But ultimately not for me: > Every Office 365 seat is a Teams seat at zero marginal cost, Zoom's enterprise growth is decelerating. > They want enterprises to pay $12/user/month for something Microsoft gives away for free. Out of the box. I am neutral and went back and forward on it a few time. For me investment is as much psychology as it is research and understanding. This would not be a comfortable hold for me and for that reason i'm staying out. Hopefully this helps anyone, good luck out there. $DXYZ $SKM $ZM

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@yasutaketinApr 18, 2026 · 3:09 AM

$ZM マジか知らんかった。😳 なお $SKM の方が比率大きいらしい。

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@yasutaketinApr 18, 2026 · 3:08 AM

✅ $ZM （Zoom）のAnthropic株保有まとめ •2023年5月、**Zoom Venturesが約5,100万ドル（$51M）**をAnthropicに戦略投資 •当時Anthropic評価額：約45億ドル •現在（2026年4月）：Anthropic評価額は約3,500億〜3,800億ドル規模 •推定保有価値：20億〜40億ドル（$2B〜$4B） → 約40〜78倍リターンの「隠れた宝石（hidden gem）」 •1月26日、Bairdアナリスト指摘でZM株が10〜11%急騰 •Zoomの市場キャップ（約250〜270億ドル）に対し、現金（約80億ドル）＋Anthropic株が大きな割合を占める •まだバランスシートにフル反映されておらず、再評価余地あり（特にAnthropic IPO時） ZM = キャッシュリッチ + AIオプション価値の割安株？

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@the_ai_investorApr 11, 2026 · 10:46 PM

$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 investment, otherwise the stock could have bene much lower than $80.

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@gnoble79Feb 22, 2026 · 12:51 PM

@Retired17775326 $ZOOM

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@stocksavvyshayFeb 20, 2026 · 2:53 PM

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 • Wednesday | $NVDA, $SNOW, $CRM, $IONQ, $NU, $TTD, $JOBY, $RDW, $PSTG, $ENVX, $CRCL, $ZM • Thursday | $RKLB, $EOSE, $CRWV, $DUOL $CELH, $QBTS, $ZS, $UUUU, $CPNG, $ESTC, $FOUR, $XYZ, $MP

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@institlpgpFeb 14, 2026 · 4:46 PM

@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 earnings- consider $zm vs the entire market- it’s 15x p/e! far more informative and unbiased.

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@institlpgpFeb 14, 2026 · 4:00 PM

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” informationless and ZIRP thinking. Just Say “ $zm trades at 15x p/e” like someone without bias

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@mrmikeinvestingFeb 14, 2026 · 4:00 PM

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 Anthropic CEO said is true. “Software engineering will be obsolete in 6-12 months”. The “future” is slowly turning into a reality…

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@tradableastroFeb 6, 2026 · 3:16 PM

$ZM Call Debit Spread Clean order @ChartsRUs0 https://t.co/O4vmWoqRbj

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@jerrycapJan 29, 2026 · 5:20 PM

$ZM with that anthropic asset might be above p/eFCF

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@thevalueistJan 27, 2026 · 12:27 PM

$ZM Zoom’s Strategic Anthropic Investment: A Valuation Analysis

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@amitisinvestingJan 26, 2026 · 6:08 PM

@Citrini7 When I found out $ZM was up because they bought Anthropic a long time ago https://t.co/AKiZSieOp4