Aparna Bawa

COO, Zoom (ZM)
@AparnaBawa · tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+8.7%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ZM Long +8.7%
Worst Calls
No live losers yet
Most Mentioned
ZM ×1
Recent Calls
ZM Long 6 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +8.7% Long Return +8.7% Short Return -
Average Return
7d -18.1%
30d -13.7%
90d +7.2%
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Thesis
Theme
Source
ZM Zoom Vid... Zoom Video Communications
Long
Feb 20
$90.29
+8.7%
Zoom invested in Anthropic in 2023. Anthropic is a leading private AI lab (creator of Claude). Public investors have very few ways to get exposure to Anthropic (unlike OpenAI via MSFT). Zoom's stake acts as a hidden asset on its balance sheet. Additionally, Zoom is pivoting to "AI-powered collaboration" (Contact Center/Virtual Agents) to combat the narrative that AI kills SaaS. LONG ZM as a proxy for Anthropic valuation growth and a contrarian play on AI application utility. AI agents could eventually replace the need for video conferencing software entirely; the "AI displacement" risk remains high for seat-based SaaS.
Zoom invested in Anthropic in 2023. Anthropic is a leading private AI lab (creator of Claude). Public investors have very few ways to get exposure to Anthropic (unlike OpenAI via MSFT). Zoom's stake acts as a hidden asset on its balance sheet. Additionally, Zoom is pivoting to "AI-powered collaboration" (Contact Center/Virtual Agents) to combat the narrative that AI kills SaaS. LONG ZM as a proxy for Anthropic valuation growth and a contrarian play on AI application utility. AI agents could eventually replace the need for video conferencing software entirely; the "AI displacement" risk remains high for seat-based SaaS.
AI Software
YOUTUBE
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Aparna Bawa has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: ZM.