Aparna Bawa

COO, Zoom (ZM)
@AparnaBawa · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ZM long +21.2%
Worst Calls
No live losers yet
Most Mentioned
ZM ×1
Recent Calls
ZM long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +21.2% Long Return +21.2% Short Return -
Average Return
7d -18.1%
30d -13.7%
90d +7.2%
Result
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ZM Zoom Vid... Zoom Video Communications
Long
Feb 20
$90.29
+21.2%
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/Semi
YOUTUBE
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