ZM Zoom Communications Inc. - Ordinary Shares - Class A

$ZM too much exposure to China with CEO and engineering team. This stock is a $250 stock with a US based team.

$ZM flaggin at structural resisitance. It could either breakout and run, fake-out and dip to 91, or dip to 91 then erupt like the kakarot volcano. which will it be?

$ZM HTF trend - Looking for LTF confirmation. Break and hold above $88 would be enough for me Target: $102 Stop: $83

$ZM Quick outlook on ZM Zoom (ticker ZM) operates an extremely clean capital structure with almost no financial leverage, giving it massive defensive insulation. 1.Long-Term Debt The company carries $0 in traditional long-term debt (it has an extremely low debt to equity ratio of 0.006) 2. Total Nominal Debt: Any debt listed on its balance sheet consists of negligible short-term obligations and lease liabilities totaling just around $51 million to $60 million. 3. Financial Health: With billions in free cash and practically zero debt obligations, major institutions like BofA Securities highlights its balance sheet flexibility to easily fund ongoing product investments, strategic acquisitions, or additional buybacks. 4. Cash on Hand: Total cash, cash equivalents, and marketable securities stand at roughly $7.25 billion.

$ZM - good bounce today. like to see it break that resistance it has been rejected from twice recently.

$ZM 5.Growth vs. Value Traps: The market views Zoom as a mature "cash cow" rather than an expanding tech compounder. Zoom’s revenue is growing at a modest ~4.9% to 5% year-over-year. In contrast, the market reward companies with negative EPS because their revenue might be exploding by 40% or 50% annually. Investors willingly subsidize near-term losses if they believe a company will capture a massive market share and dominate down the line.

$ZM When will the shenanigans be over? Every SaaS stock moved big on Monday except this one. Then it refused to move yesterday and closed rex. And then red today. Come on man.

$ZM Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.

$ZM PE ratio = 8 $SPY PE ratio = 27 ZM undervalued by over 3x “the market” A little sizzle and this baby is back to All Time highs! And anthropic hasn’t even gonna public yet. Make it make sense!

$ZM The most bullish indicator for a stock is complete investor indifference towards it.

$ZM payout watch: the $150M Zoom investor settlement over alleged encryption security claims has paid out; a July 2026 filing confirms the fund was distributed. Claims closed Sept 2025. Open Class Actions.

$ZM With 84.6% of the free float institutional ownership what do you think will be the course of the stock?

$ZM consolidating / coiling. got back into the area im watching. pattern is neutral. 3.5 weeks each swing. until Anthropic goes public, its tailwind momentum. good to have.

$ZM hopped over here and just bought 20k of zm shares! Im liking what i see long-term 👀 😌 😏

Data Centers: Separating AI Hype From the Evidence As AI investment accelerates, concerns about the environmental impact and resource demands of data centers have intensified. However, newer facilities are increasingly adopting closed-loop liquid-cooling systems, which can reduce water consumption compared with older cooling technologies. The debate has also expanded beyond infrastructure to the broader AI buildout. In recent weeks, an Anthropic researcher resigned after warning that the development of advanced AI could pose severe risks by the end of the decade. Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman and SpaceXAI’s Elon Musk have also supported slowing the development of frontier AI models. The article argues that the push for regulation raises questions about its impact on competition, suggesting that rules designed around the capabilities of leading AI labs could create higher compliance costs for smaller and open-source competitors. $ZM $MSFT $VRT $ETN $GEV

$ZM Zoom: What Is the Market Paying for the Business? At a $27.32B Mkt Cap, Zoom has ~$7.2B in cash, cash equivalents and marketable securities, plus an Anthropic investment carried at ~$3.13B. Subtracting these from market cap leaves approximately $17.0B for Zoom’s core operating business. Zoom expects FY2027 Free Cash Flow of $1.78–1.82B. At ~$1.8B, the operating business is therefore valued at only about 9.4× forward Free Cash Flow. Using a 9% discount rate, 2.5% terminal growth and a 5-year horizon, estimated value is approximately: FCF growth 3% → $29B 5% → $31.6B 8% → $35.9B 10% → $39B So, at $17.0B, the market values ​​the operating business significantly lower than even the conservative FCF scenario ( with just 3% annual FCF growth, the theoretical value comes out to ~ $29 B—70% higher.) The main risks are modest revenue growth and significant stock-based compensation. The valuation nevertheless suggests that the market is pricing ZM as a mature, low-growth business. Analysis by ChatGPT.

$ZM pump 1 day and poop 3 days, this stock will never go up. Basically this is cursed with a junky management

$ZM Not fully sold on an entry yet as volume is relatively low and no significant liquidity has changed hands. For further confirmation, I want to see this recent gap close at $89 and then $87-$88 demand retested and confirmed.

$ZM Retesting bottom of multi-year trendline. A bounce here could take us to $103 supply and the top of a very large liquidity level. I am looking for LTF confirmation here to enter a trade. But am not expecting a break of $103 just yet. A close below this $84 liquidity level would lead to an ugly drop back into the $60's.

$ZM Chinese comy CEO pooping the company, most pathetic copy innovation company, He will dhoom the investors by taking private