Mar. 11 at 8:30 PM
Down YTD, relatively flat in the 1yr and down on the 5yr yet I can’t find any reason why the boys down at Wall shouldn’t be all over this one.
Correct me if I’m wrong but they still have their interest in Anthropic but didn’t add any
$BTC.X to their balance sheet right?
I actually added and sold the stock earlier this year and now it’s lower ytd by 11%.
If
$DOCU is getting some love finally this should get some fairly soon.
Either way, this can’t see a reason (aside from macro) to not add
$ZM
$22.5B Market Cap with almost
$8B in cash and their printing a billion in EBITA annually?
There is no Bear case for this one. While I don’t like to hold more than 5 new names per year I think I’ll add some 2028 deep ITM calls by EOW.
I need an anchor name for 2026, like an anchor tenant in a strip mall; It’s either this
$EXPE or
$UBER