Jeremy Wacksman

CEO of Zillow Group
@jwacksman · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
Z long -18.7%
Most Mentioned
Z ×1
Recent Calls
Z long 2 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return -18.7% Long Return -18.7% Short Return -
Average Return
7d -5.2%
30d +1.9%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Z Zillow G... Zillow Group, Inc.
Long
Mar 24
$43.67
-18.7%
Jeremy Wacksman stated that AI is transforming the real estate industry, with Zillow seeing productivity gains, AI-generated media in 10% of listings, and a vertical platform for the entire transaction. AI enhancements improve consumer immersion and agent efficiency, likely driving higher platform engagement and revenue from professional partnerships. Despite recent stock decline, AI positions Zillow for sustained growth by strengthening its moat and monetization, making it a LONG opportunity. Broader market volatility, competitive disintermediation, or slow adoption of AI features could undermine the thesis.
Jeremy Wacksman stated that AI is transforming the real estate industry, with Zillow seeing productivity gains, AI-generated media in 10% of listings, and a vertical platform for the entire transaction. AI enhancements improve consumer immersion and agent efficiency, likely driving higher platform engagement and revenue from professional partnerships. Despite recent stock decline, AI positions Zillow for sustained growth by strengthening its moat and monetization, making it a LONG opportunity. Broader market volatility, competitive disintermediation, or slow adoption of AI features could undermine the thesis.
Consumer
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions