Calls
1
u/rakeee
Reddit r/wallstreetbets
Win Rate
100.0%
return
+0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 11
$95.13
+0.6%
The author argues that buying Zoom stock provides indirect exposure to Anthropic's upcoming IPO because Zoom owns $3B in Anthropic stock, which represents about 10% of Zoom's market cap. The author expects Wall Street to eventually recognize this value, leading to a price increase, and notes Zoom generated $2B in free cash flow last year, functioning like an actively managed AI fund. The main risk is that the market may not revalue Zoom or the Anthropic IPO may not materialize as expected.
AI Software
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u/rakeee has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: ZM.
