ZM Zoom Communications Inc. - Ordinary Shares - Class A

$ZM you'd be dumber than a braindead monkey not to be bullish after whales bet heavily 100+ movement 🤫🫡💯

$ZM NOV20 100C · still actionable Zone: $95.10 to $96.44 Invalidation: close under $94.19 Objectives: $100.00, then $107.00 The math: up 4.4% to the first objective and 11.7% to the second, against 1.6% risk on the invalidation, better than 3 to 1 to the second. This is a swing trade, and the story is simple. Zoom closed Friday at $95.77 after a dip that held near Friday support, and the stock has spent the last month climbing back toward $100 while analysts keep pointing higher. If buyers step back in here, $100 is the first door to open, and a clean move through it puts the summer highs back in view. The plan is patient, the line in the sand is clear, and the upside is worth the wait. P.S. Watch $100 first. A close above it changes the whole conversation before the November 23 report.

Zoom's AI is very underappreciated, on product and talent: $ZM Decision API is outperforming Microsoft and OpenAI on decision benchmarks as Zoom embeds AI across meetings, workflows, customer interactions and enterprise context. $MSFT

$ZM — IS WALL STREET SLEEPING ON A HIDDEN AI GOLDMINE? 💰🔥 Everyone is watching ANTHROPIC’S potential IPO… but how many realize what ZOOM is sitting on? 👀 🚀 Zoom has significant AI investment exposure hiding inside a company most investors still associate with video calls! 🔥 If Anthropic’s valuation keeps climbing, could it become one of the market’s most overlooked AI plays? THE BIG QUESTION: Has Wall Street fully priced this into $ZM? 👀 $NVDA $AMD $PLTR

Watch $ZM off the bottom trendline of this triangle + the 200 DMA. Should act as support.

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

$ZM a meeting seat is easy to keep in a boom and easy to cut in a freeze. seems like companies keep one video tool, drop the extras, and call the savings ai efficiency

$ZM Zoom has been performing great lately. But for the shareholders from back in 2020, it's been their worst nightmare. Zoom is back to normal levels, growing at a steady pace, and seems to have momentum in their favor. As you can see, their revenue skyrocketed with COVID and since then has been a consistent single digit grower. ARE YOU BUYING ZOOM?

Oppenheimer upgrades Zoom in bet on its AI transformation Oppenheimer says that Zoom Communications’ AI platform is “working better than expected,” and it’s changing the outlook for the stock. The bank upgraded the stock to outperform from perform, and placed a $130 price target on the stock. That implies a 33% gain from Tuesday’s close. Analyst Timothy Horan wrote in a Wednesday note that Oppenheimer is gaining confidence in Zoom’s transition from a video meeting platform to a larger AI communications and workflow one. $ZM

$ZM $TWLO $NICE Oppenheimer upgrades Zoom ($130 PT), hikes Twilio to $325. AI communications heating up. Zoom already taking business from NiCE CXone. Bull: AI drives new revenue and steals market share. Bear: AI cannibalizes the very revenue it's supposed to grow. Who wins the AI gold rush, and who's just defending a shrinking moat?

$ZM NOV20 105C · still actionable Zone: $99.64 to $101.04 Invalidation: close under $96.14 Objectives: $107, then $114 The math: up 6.6% to the first objective and 13.6% to the second, against 4.2% risk on the invalidation, better than 3 to 1 to the second Dear friend, this is a swing built on one clean morning change. Oppenheimer upgraded Zoom to outperform with a 130 target, and premarket buyers answered by lifting the stock to 100.34 from a 97.46 close, through that round 100 level everyone watches. What that means in plain terms is fresh money is willing to pay up before the open, and if that bid holds, the path toward 107 stays open. P.S. Earnings are set for Nov 23, after this Nov 20 contract ends, so this idea lives or dies on upgrade follow through alone.

Analysts are finally coming around to Zoom's improving growth story. AI-infused, context is king, and Zoom has a lot of it. Oppenheimer upgraded $ZM after Investor Day.

$ZM $TWLO $BAND ElevenLabs, Mistral and Zoom pushing voice AI. Bull case: millions of agents flooding phone networks with billable minutes. Bear case: A2A eventually bypasses those networks as agents transact directly over APIs. The valuation question: Does A2A cap multiple expansion now, or do we get a massive AI-driven rerating first, followed by brutal multiple compression as A2A takes hold? Timing is everything.

$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 a video call still needs people employed to call each other. seems like seats cut to fund ai are seats that never join, and a meeting platform priced for headcount growth meets the layoff list first

$ZM the growth story needs more meetings, more hosts, more paid rooms. seems like a world trying to have fewer meetings is a strange tailwind for a meeting stock priced for expansion

$ZM They have a tool that detects AI in the chats. Will be very interesting how many employees quit.

$ZM NOV20 100C · actionable here Zone: $95.10 to $96.44 Invalidation: close under $95.15 Objectives: $100.00, then $105.00 The math: up 4.4% to the first objective and 9.6% to the second, against 0.6% risk on the invalidation, better than 14 to 1 to the second. Dear friend, picture a round number with a line of people already queued in front of it. The 100 strike for November 20 holds more than ten thousand call contracts, which is a crowd of real money that paid to sit on the other side of 100. Zoom beat the last two quarters, analysts are a Moderate Buy with a target near 114, and the stock held Friday's low at 95.17 on above average volume. This is a swing into the drift ahead of the November 23 print, and this contract expires before that print, so you are riding the queue, not betting the number. P.S. Watch $97.63, Friday's high. A close over it is the first sign the drift has started.

Zoom is absorbing post-production: its new Content Studio turns recordings into finished posts in-platform, with captions, key moments and text-based editing — a direct threat to standalone editing tools. $ZM

$ZM Invest Idea: Chart says uptrend. Insiders say sell. Technicals: Above 50/200 MA. Pullback to $100.26 looks like consolidation. $98 support holding. Fundamentals: Health 89/100. Valuation A (P/E 15.10), Profitability A (ROE 32.14%), Debt A (0.01). Growth C. Conflict: Institutions bought $561.7M. Insiders sold $16.5M. Insider Confidence Score 0.0/100 (Low). CFO sold $844K. System flags CONFLICT. Not a clean setup. Needs next earnings. NFA.