5/20/24 - vrockstar - 
ZM - as much as thef fundamental "gut" tells me this is a layup into earnings, DD FCF yields, when adj. for net cash the PE is 8-9x. in theory if the sales *don't* decline this year - that's stupid cheap. also any talk of AI tools and ppl's willingness to use/pay for additional features should send this thing. on the converse, the growth really is anemic. so timing this really seems more of a tea leaves reading exercise. the balance of risk seems skewed positively but i may fund a call spread by selling some variant of P's or related spread/ undecided just yet - where i'm willing to own this lower or eat the downside risk. tape seems willing to pause ahead of NVDA later this week, which means it's unlikely we get an x-factor unrelated to eps that moves us one way or another. lmk what you think in the comments if you have a POV. i've traded this one for some time. feels like BABA but without the growth. hrm.
ZM - as much as thef fundamental "gut" tells me this is a layup into earnings, DD FCF yields, when adj. for net cash the PE is 8-9x. in theory if the sales *don't* decline this year - that's stupid cheap. also any talk of AI tools and ppl's willingness to use/pay for additional features should send this thing. on the converse, the growth really is anemic. so timing this really seems more of a tea leaves reading exercise. the balance of risk seems skewed positively but i may fund a call spread by selling some variant of P's or related spread/ undecided just yet - where i'm willing to own this lower or eat the downside risk. tape seems willing to pause ahead of NVDA later this week, which means it's unlikely we get an x-factor unrelated to eps that moves us one way or another. lmk what you think in the comments if you have a POV. i've traded this one for some time. feels like BABA but without the growth. hrm.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.