Feb. 10 at 12:22 PM
$ZM up 10.55% to start the year surviving its existence in the landmine filled software sector...
Having
$7.9 bil or 30% of its valuation in cash helps
Also have to think the market hasn't nearly priced in its possibly large anthropic stake
And maybe folks starting to think that instead of AI disrupting
$ZM it may actually be a tailwind