- Entry
- $82.40
- Final
- $89.03 +8.0%
- Target
- —
- Score
- +0.65
ZM is a cheap trade for Anthropic shares plus its deep cash balance. There was already a post about this before, but with Anthropic now at a 800b valuation Zoom is still cheap. ZM's Anthropic stake when Anthropic was at a 350b valuation was 2-4b (depending on dilution). At a new value of 800b that Anthropic is fielding to VC's (per [cnbc](https://www.cnbc.com/video/2026/04/15/anthropic-fields-vc-offers-to-invest-at-800-billion-valuation-reports.html)), Zoom's stake is 18-36% of it's current market cap. [From SEC, screened by ChatGPT](https://preview.redd.it/ur6z1p7nbdvg1.png?width=1560&format=png&auto=webp&s=29f52baa3fa9506d062e9d996ff81c3022bcf6ac) In addition, 66% of …
— ORIGINAL POST ·
$ZM trade for Anthropic at a 800b valuation
· r/wallstreetbets
· Apr 15, 2026