Zoo Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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17:41
Jul 08
Jul 08
Lockup expiry test for Chinese AI demand
Zoo's post-IPO lockup expiry (25.68M shares, ~$3B) will test real demand for Chinese AI stocks; if the stock absorbs the selling well, it signals strong underlying demand and could be a bullish catalyst.
LOW
23:38
Jun 22
Jun 22
Chinese AI proxy, Zhipu long
Chinese open‑source AI company Zhipu (ZOO) is surging after US export controls on Anthropic’s Fable model redirected flows to non‑US alternatives. Its GLM 5.2 is being called the best available model, and with no direct way to invest in OpenAI or Anthropic, Zhipu and similar names act as the only proxies for AI excitement.
MED
23:46
Jun 17
Jun 17
Zoo became number one AI model play.
Thread Guy highlights a powerful event-driven trade in Zoo, a Chinese AI company. The US export controls effectively removed Anthropic's Fable model from the market, and Zoo's open-source GLM 5.2 became the best available model—cheap and unrestricted. The stock rallied 40% on the news. He argues the re-rating is justified and the situation is a classic black-swan special situation, though he missed the initial entry.
MED
21:29
Jun 17
Jun 17
Best model post-Fable, one-tenth valuation of peers.
Zhipu AI (Zoo/ZPU) is a Chinese public company that just released GLM 5.2, now considered the best available model after Fable was hit with export controls and banned. It has a market cap around $100 billion vs. Anthropic’s ~$1 trillion, making it one-tenth the valuation while temporarily holding the frontier. The event-driven re-rating already started, and the company could continue to gain as open-source AI leader without U.S. competition in the near term.
MED
About Zoo Investor Commentary
Across the available history and selected sources, Buzzberg tracks Zoo across 1 sources: 3 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 75% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: Thread Guy.